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 |
|---|---|---|---|---|---|
| Great Lakes Retirement, Inc. | 9,250 | $1.38M | 0.20% | −314−3.3% | Reduced |
| Gotham Asset Management, LLC | 9,187 | $1.37M | 0.02% | +272+3.1% | Added |
| Massmutual Trust Co FSB | 9,160 | $1.36M | 0.04% | −175−1.9% | Reduced |
| NEOS Investment Management LLC | 9,059 | $1.35M | 0.08% | +3,668+68.0% | Added |
| Meeder Advisory Services, Inc. | 8,967 | $1.34M | 0.14% | +240+2.8% | Added |
| Vestmark Advisory Solutions, Inc. | 8,965 | $1.33M | 0.06% | +8,965 | New |
| Owen LaRue, LLC | 8,962 | $1.33M | 0.83% | +8,962 | New |
| Allworth Financial LP | 8,957 | $1.33M | 0.01% | −738−7.6% | Reduced |
| Signaturefd, LLC | 8,955 | $1.33M | 0.03% | −75−0.8% | Reduced |
| Caxton Associates LP | 8,903 | $1.33M | 0.09% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 12,073 | $1.32M | 0.63% | 00.0% | Unchanged |
| Pitcairn Co | 8,774 | $1.31M | 0.08% | +340+4.0% | Added |
| Argent Trust Co | 8,756 | $1.30M | 0.06% | −92−1.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,733 | $1.30M | 0.16% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 8,650 | $1.29M | 0.04% | +442+5.4% | Added |
| CAPROCK Group, Inc. | 8,623 | $1.28M | 0.07% | +201+2.4% | Added |
| Retireful, LLC | 8,606 | $1.28M | 0.53% | −9,868−53.4% | Reduced |
| Principal Securities, Inc. | 8,583 | $1.28M | 0.04% | +1,940+29.2% | Added |
| Degroof Petercam Asset Management | 8,500 | $1.27M | 0.02% | 00.0% | Unchanged |
| Navalign, LLC | 8,476 | $1.26M | 0.42% | +159+1.9% | Added |
| JBF Capital, Inc. | 8,350 | $1.24M | 0.20% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,270 | $1.23M | 0.02% | +3,543+75.0% | Added |
| Alberta Investment Management Corp | 8,200 | $1.22M | 0.01% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 8,162 | $1.22M | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,100 | $1.21M | 0.04% | +8,100 | New |
| Main Street Group, LTD | 8,257 | $1.20M | 0.52% | +147+1.8% | Added |
| HM Payson & Co | 8,032 | $1.20M | 0.02% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,920 | $1.18M | 0.42% | +10.0% | Added |
| Leisure Capital Management | 7,890 | $1.17M | 0.59% | −391−4.7% | Reduced |
| Empowered Funds, LLC | 7,846 | $1.17M | 0.02% | −7,249−48.0% | Reduced |
| Intrust Bank NA | 7,814 | $1.16M | 0.12% | +225+3.0% | Added |
| Regatta Capital Group, LLC | 7,772 | $1.16M | 0.26% | +419+5.7% | Added |
| Johnson Financial Group, Inc. | 7,759 | $1.16M | 0.06% | −1,530−16.5% | Reduced |
| Ossiam | 7,639 | $1.14M | 0.02% | −2,009−20.8% | Reduced |
| First Horizon Advisors, Inc. | 7,633 | $1.14M | 0.04% | −8,855−53.7% | Reduced |
| Asset Dedication, LLC | 7,600 | $1.13M | 0.08% | −48−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 7,580 | $1.13M | 0.20% | −595−7.3% | Reduced |
| Brown Brothers Harriman & Co | 7,480 | $1.11M | 0.01% | +165+2.3% | Added |
| Central Pacific Bank - Trust Division | 7,650 | $1.11M | 0.14% | +7,650 | New |
| HighPoint Advisor Group LLC | 7,776 | $1.11M | 0.08% | +1,138+17.1% | Added |
| Cary Street Partner Investment Advisory LLC | 7,427 | $1.11M | 0.05% | −237−3.1% | Reduced |
| Savant Capital, LLC | 7,370 | $1.10M | 0.01% | +568+8.4% | Added |
| Founders Financial Securities LLC | 7,311 | $1.09M | 0.11% | +658+9.9% | Added |
| Marshall Wace, LLP | 7,259 | $1.08M | 0.00% | −20,641−74.0% | Reduced |
| Selway Asset Management | 7,233 | $1.08M | 0.43% | 00.0% | Unchanged |
| CWM, LLC | 7,188 | $1.07M | 0.01% | +819+12.9% | Added |
| Private Advisor Group, LLC | 7,084 | $1.05M | 0.01% | −1,836−20.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,465 | $1.05M | 0.01% | +3,305+79.4% | Added |
| Banque Cantonale Vaudoise | 7,056 | $1.05M | 0.04% | +784+12.5% | Added |
| Parallel Advisors, LLC | 7,057 | $1.05M | 0.03% | −20.0% | Reduced |
| Bleakley Financial Group, LLC | 7,054 | $1.05M | 0.03% | +1,205+20.6% | Added |
| Prime Capital Investment Advisors, LLC | 7,051 | $1.05M | 0.01% | +17+0.2% | Added |
| Simplicity Wealth,LLC | 7,051 | $1.05M | 0.03% | +7,051 | New |
| RFG Advisory, LLC | 7,007 | $1.04M | 0.04% | +155+2.3% | Added |
| Jefferies Financial Group Inc. | 7,000 | $1.04M | 0.02% | +738+11.8% | Added |
| Hennessy Advisors Inc | 7,000 | $1.04M | 0.04% | +1,000+16.7% | Added |
| Vestcor Inc | 6,979 | $1.04M | 0.04% | −1,091−13.5% | Reduced |
| Arrow Financial Corp | 6,820 | $1.02M | 0.10% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 6,797 | $1.01M | 0.07% | +1,438+26.8% | Added |
| Sargent Investment Group, LLC | 6,765 | $1.01M | 0.22% | −2,658−28.2% | Reduced |
| DoubleLine ETF Adviser LP | 6,734 | $1.00M | 0.26% | +361+5.7% | Added |
| Proequities, Inc. | 6,730 | $1.00M | 0.06% | +5,335+382.4% | Added |
| EPG Wealth Management LLC | 6,727 | $1.00M | 0.25% | +107+1.6% | Added |
| Institutional & Family Asset Management, LLC | 6,716 | $999.9K | 0.16% | +20.0% | Added |
| E. Ohman J:or Asset Management AB | 6,700 | $997.6K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 6,685 | $995.3K | 0.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,683 | $995.0K | 0.03% | +410+6.5% | Added |
| Westbourne Investment Advisors, Inc. | 6,665 | $992.0K | 0.37% | −605−8.3% | Reduced |
| Prio Wealth Limited Partnership | 6,626 | $986.6K | 0.03% | +1,246+23.2% | Added |
| Capital Management Associates | 6,560 | $976.7K | 1.16% | −566−7.9% | Reduced |
| Malaga Cove Capital, LLC | 6,546 | $974.6K | 0.40% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 6,541 | $973.9K | 0.94% | −2,320−26.2% | Reduced |
| AIA Group Ltd | 6,495 | $967.0K | 0.03% | +6,495 | New |
| Arvest Investments, Inc. | 6,467 | $962.9K | 0.15% | −46−0.7% | Reduced |
| Sebold Capital Management, Inc. | 6,428 | $957.0K | 0.65% | −570−8.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,427 | $956.9K | 0.40% | −215−3.2% | Reduced |
| Kestra Private Wealth Services, LLC | 6,381 | $950.1K | 0.02% | +129+2.1% | Added |
| Cohen Klingenstein LLC | 6,280 | $935.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,183 | $920.6K | 0.02% | +113+1.9% | Added |
| Eagle Harbor Asset Management Inc | 6,165 | $917.9K | 0.98% | +19+0.3% | Added |
| Investment Management Corp of Ontario | 6,153 | $916.1K | 0.03% | −2,800−31.3% | Reduced |
| Scotia Capital Inc. | 6,138 | $913.9K | 0.01% | +6,138 | New |
| Northern Oak Wealth Management Inc | 6,067 | $903.3K | 0.11% | +1,811+42.6% | Added |
| Glenview Trust Co | 6,040 | $899.3K | 0.02% | +165+2.8% | Added |
| Salzhauer Michael | 5,991 | $892.0K | 0.72% | −5,571−48.2% | Reduced |
| Spire Wealth Management | 5,959 | $887.3K | 0.02% | +27+0.5% | Added |
| CSS LLC | 5,958 | $887.1K | 0.07% | −42−0.7% | Reduced |
| Whitener Capital Management, Inc. | 5,951 | $886.0K | 0.29% | −440−6.9% | Reduced |
| Jeppson Wealth Management, LLC | 5,949 | $885.7K | 0.34% | −218−3.5% | Reduced |
| Bank Ozk | 5,939 | $884.3K | 0.40% | −918−13.4% | Reduced |
| GLOBALT Investments LLC | 5,881 | $875.6K | 0.03% | +173+3.0% | Added |
| Arden Trust Co | 5,802 | $863.9K | 0.12% | −32−0.5% | Reduced |
| Highlander Capital Management, LLC | 5,800 | $863.6K | 0.30% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 5,735 | $853.9K | 0.17% | +3,000+109.7% | Added |
| Ashton Thomas Private Wealth, LLC | 5,713 | $850.6K | 0.05% | −35−0.6% | Reduced |
| Profund Advisors LLC | 5,665 | $843.5K | 0.03% | +166+3.0% | Added |
| Wright Investors Service Inc | 5,662 | $843.0K | 0.21% | +5,662 | New |
| Moody National Bank Trust Division | 5,661 | $842.9K | 0.07% | −149−2.6% | Reduced |
| Graypoint LLC | 5,604 | $834.4K | 0.06% | −274−4.7% | Reduced |
| Sequoia Financial Advisors, LLC | 5,582 | $831.1K | 0.01% | −2,437−30.4% | Reduced |