Capital One Financial Corp
COF- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000927628
In the last 90 days, Capital One Financial Corp insiders filed 0 open-market purchases and 14 sales; 2,129 institutions reported holding it in 13F filings for Q2 2026, worth $107.7B in total; 9 superinvestors hold it, including Harris Associates (Oakmark) and Berkshire Hathaway.
13F holders, Q1 2024
Institutional positions in Capital One Financial Corp as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,165
- +41 vs. Q4 2023
- Shares held
- 351.5M
- +12.5M (+3.7%) vs. Q4 2023
- Total value
- $52.2B
- +$7.79B (+17.5%) vs. Q4 2023
- New holders
- 129
- 415 more added
- Sold out
- 88
- 410 more reduced
17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $44.8B |
| Q3 2023 | 1,011 | $33.3B |
| Q2 2023 | 1,019 | $38.0B |
| Q1 2023 | 1,009 | $33.0B |
| Q4 2022 | 1,026 | $31.7B |
| Q3 2022 | 997 | $31.4B |
| Q2 2022 | 1,023 | $35.5B |
| Q1 2022 | 1,095 | $46.5B |
| Q4 2021 | 1,140 | $53.4B |
| Q3 2021 | 1,107 | $62.2B |
| Q2 2021 | 1,122 | $61.8B |
| Q1 2021 | 1,017 | $52.3B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manitou Investment Management Ltd. | 500 | $74.4K | 0.01% | −629−55.7% | Reduced |
| Palisade Asset Management, LLC | 500 | $74.4K | 0.01% | +500 | New |
| Park Place Capital Corp | 488 | $72.7K | 0.03% | −313−39.1% | Reduced |
| MidAtlantic Capital Management, Inc. | 477 | $71.0K | 0.06% | 00.0% | Unchanged |
| Standard Family Office LLC | 469 | $69.8K | 0.09% | +469 | New |
| Colonial Trust Co | 483 | $69.7K | 0.01% | +22+4.8% | Added |
| Atlas Capital Advisors LLC | 459 | $68.3K | 0.01% | +263+134.2% | Added |
| First Financial Corp | 445 | $66.3K | 0.03% | +445 | New |
| Silvant Capital Management LLC | 444 | $66.1K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 431 | $65.0K | 0.04% | −303−41.3% | Reduced |
| Concord Wealth Partners | 418 | $62.2K | 0.01% | +58+16.1% | Added |
| Acima Private Wealth, LLC | 401 | $59.7K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $59.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 398 | $59.3K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 397 | $59.1K | 0.02% | +64+19.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 385 | $57.0K | 0.00% | +385 | New |
| Pinnacle Bancorp, Inc. | 378 | $56.3K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 377 | $56.1K | 0.03% | +35+10.2% | Added |
| Bangor Savings Bank | 371 | $55.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $55.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 367 | $54.6K | 0.00% | +29+8.6% | Added |
| Old Point Trust & Financial Services N A | 344 | $51.2K | 0.02% | +154+81.1% | Added |
| First Community Trust NA | 335 | $49.9K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 329 | $49.0K | 0.01% | −1−0.3% | Reduced |
| Annapolis Financial Services, LLC | 315 | $46.9K | 0.02% | +1+0.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 312 | $46.5K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 278 | $41.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 270 | $40.2K | 0.00% | −1−0.4% | Reduced |
| Core Alternative Capital | 262 | $39.0K | 0.01% | −165−38.6% | Reduced |
| Pin Oak Investment Advisors Inc | 261 | $39.0K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 261 | $38.9K | 0.01% | +261 | New |
| University of Texas/Texas Am Investment Managment Co | 272 | $38.1K | 0.00% | +136+100.0% | Added |
| Global X Japan Co., Ltd. | 255 | $38.0K | 0.01% | −50−16.4% | Reduced |
| Sound Income Strategies, LLC | 252 | $37.5K | 0.00% | −14−5.3% | Reduced |
| Cutler Group LP | 251 | $37.0K | 0.02% | −11,817−97.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 248 | $36.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 229 | $34.1K | 0.01% | −29−11.2% | Reduced |
| Zions Bancorporation, N.A. | 226 | $33.6K | 0.00% | −44−16.3% | Reduced |
| MV Capital Management, Inc. | 222 | $33.1K | 0.00% | −122−35.5% | Reduced |
| Cedar Mountain Advisors, LLC | 219 | $32.6K | 0.01% | −45−17.0% | Reduced |
| Rise Advisors, LLC | 219 | $32.6K | 0.02% | +219 | New |
| Clear Point Advisors Inc. | 216 | $32.1K | 0.03% | +1+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 211 | $31.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 203 | $30.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $29.8K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 193 | $28.7K | 0.01% | +116+150.6% | Added |
| Caitlin John, LLC | 181 | $27.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 180 | $26.8K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 170 | $25.3K | 0.00% | +170 | New |
| Boyd Watterson Asset Management LLC | 169 | $25.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 168 | $25.0K | 0.01% | +168 | New |
| GW&K Investment Management, LLC | 167 | $25.0K | 0.00% | −19−10.2% | Reduced |
| Ramirez Asset Management, Inc. | 166 | $24.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 165 | $24.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 161 | $23.9K | 0.02% | +59+57.8% | Added |
| Private Wealth Management Group, LLC | 158 | $23.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 154 | $22.9K | 0.01% | −6−3.8% | Reduced |
| Cape Investment Advisory, Inc. | 153 | $22.8K | 0.01% | −6−3.8% | Reduced |
| First United Bank Trust | 152 | $22.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 132 | $19.7K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 131 | $19.5K | 0.00% | +17+14.9% | Added |
| Sittner & Nelson, LLC | 128 | $19.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $18.8K | 0.00% | −19−13.1% | Reduced |
| HHM Wealth Advisors, LLC | 125 | $18.6K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 125 | $18.6K | 0.00% | +125 | New |
| Bell Investment Advisors, Inc | 123 | $18.3K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 111 | $16.5K | 0.00% | +11+11.0% | Added |
| Legacy Bridge, LLC | 110 | $16.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 109 | $16.2K | 0.01% | +50+84.7% | Added |
| Gables Capital Management Inc. | 109 | $16.2K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 112 | $15.7K | 0.00% | +57+103.6% | Added |
| Kathleen S. Wright Associates Inc. | 102 | $15.2K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 101 | $15.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 96 | $14.3K | 0.01% | +96 | New |
| Sachetta, LLC | 109 | $14.3K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 93 | $13.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 92 | $13.8K | 0.01% | +3+3.4% | Added |
| SOA Wealth Advisors, LLC. | 92 | $13.7K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 89 | $13.3K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 84 | $12.5K | 0.01% | +53+171.0% | Added |
| Raffa Wealth Management, LLC | 83 | $12.4K | 0.00% | −10−10.8% | Reduced |
| New England Capital Financial Advisors LLC | 79 | $11.7K | 0.01% | +70+777.8% | Added |
| Creative Financial Designs Inc | 76 | $11.3K | 0.00% | −2−2.6% | Reduced |
| IAG Wealth Partners, LLC | 75 | $11.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 75 | $11.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 75 | $11.2K | 0.00% | +75 | New |
| RFP Financial Group LLC | 74 | $11.0K | 0.00% | +65+722.2% | Added |
| Arlington Trust Co LLC | 73 | $10.9K | 0.00% | −11−13.1% | Reduced |
| Byrne Asset Management LLC | 73 | $10.9K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 71 | $10.5K | 0.01% | +1+1.4% | Added |
| EntryPoint Capital, LLC | 70 | $10.4K | 0.01% | −170−70.8% | Reduced |
| WR Wealth Planners, LLC | 70 | $10.4K | 0.00% | +70 | New |
| Kayne Anderson Rudnick Investment Management LLC | 68 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 65 | $9.68K | 0.01% | −55−45.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 65 | $9.68K | 0.00% | +39+150.0% | Added |
| Ancora Advisors, LLC | 64 | $9.53K | 0.00% | +64 | New |
| SJS Investment Consulting Inc. | 62 | $9.23K | 0.00% | +3+5.1% | Added |