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 |
|---|---|---|---|---|---|
| Plato Investment Management Ltd | 5,519 | $821.7K | 0.08% | +5,381+3,899.3% | Added |
| Addison Capital Co | 5,502 | $819.3K | 0.41% | +759+16.0% | Added |
| Hilltop National Bank | 5,489 | $817.3K | 0.28% | +5,489 | New |
| GWM Advisors LLC | 5,457 | $812.5K | 0.01% | −601−9.9% | Reduced |
| Northern Financial Advisors Inc | 5,399 | $803.9K | 0.63% | −48−0.9% | Reduced |
| FDx Advisors, Inc. | 5,314 | $791.0K | 0.12% | −9,792−64.8% | Reduced |
| Regions Financial Corp | 5,250 | $781.7K | 0.01% | +595+12.8% | Added |
| AXA S.A. | 5,231 | $778.8K | 0.00% | −8,525−62.0% | Reduced |
| Forum Financial Management, LP | 5,203 | $774.6K | 0.01% | +6+0.1% | Added |
| Wealthspire Advisors, LLC | 5,179 | $771.1K | 0.01% | +117+2.3% | Added |
| Neville Rodie & Shaw Inc | 5,105 | $760.0K | 0.06% | −100−1.9% | Reduced |
| City Holding Co | 5,023 | $747.8K | 0.11% | +80+1.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $744.5K | 0.23% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,997 | $743.9K | 0.03% | −9−0.2% | Reduced |
| VCI Wealth Management LLC | 4,968 | $739.6K | 0.50% | −623−11.1% | Reduced |
| Axxcess Wealth Management, LLC | 4,869 | $725.0K | 0.02% | −1,484−23.4% | Reduced |
| First PREMIER Bank | 4,854 | $722.0K | 0.19% | −472−8.9% | Reduced |
| Prudential PLC | 4,833 | $719.6K | 0.01% | −17,890−78.7% | Reduced |
| Sumitomo Life Insurance Co | 4,815 | $716.9K | 0.02% | −270−5.3% | Reduced |
| Lindbrook Capital, LLC | 4,814 | $716.8K | 0.07% | +19+0.4% | Added |
| Qtron Investments LLC | 4,811 | $716.3K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,791 | $713.3K | 0.06% | +57+1.2% | Added |
| Meridian Financial Partners LLC | 5,200 | $709.0K | 0.91% | +210+4.2% | Added |
| Independent Advisor Alliance | 4,758 | $708.4K | 0.03% | +250+5.5% | Added |
| Greylin Investment Mangement Inc | 4,720 | $702.8K | 0.11% | −1,350−22.2% | Reduced |
| Stony Point Wealth Management Inc. | 4,711 | $701.4K | 0.30% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 4,696 | $699.2K | 0.06% | +446+10.5% | Added |
| Pinebridge Investments, L.P. | 4,695 | $699.0K | 0.01% | −7,878−62.7% | Reduced |
| Aspen Wealth Strategies, LLC | 4,638 | $690.6K | 0.48% | −516−10.0% | Reduced |
| Vantage Consulting Group Inc | 4,618 | $687.6K | 0.44% | +1,974+74.7% | Added |
| Wedmont Private Capital | 4,758 | $682.9K | 0.05% | +662+16.2% | Added |
| Donoghue Forlines LLC | 4,579 | $681.8K | 0.19% | −871−16.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,516 | $672.0K | 0.01% | −23−0.5% | Reduced |
| Sky Investment Group LLC | 4,490 | $668.5K | 0.13% | −6−0.1% | Reduced |
| Trust Asset Management LLC | 4,466 | $664.9K | 0.06% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 4,448 | $662.3K | 0.04% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 4,420 | $658.1K | 0.08% | −7,202−62.0% | Reduced |
| Summit Financial Group Inc | 4,412 | $656.9K | 0.23% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 4,404 | $655.7K | 0.01% | +167+3.9% | Added |
| V-Square Quantitative Management LLC | 4,380 | $652.1K | 0.11% | +1,543+54.4% | Added |
| Marex Group plc | 4,347 | $647.2K | 0.02% | +721+19.9% | Added |
| Uncommon Cents Investing LLC | 4,330 | $644.7K | 0.20% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,309 | $641.6K | 0.02% | +1,472+51.9% | Added |
| Franklin Street Advisors Inc | 4,274 | $636.0K | 0.05% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 4,266 | $635.2K | 0.21% | +4,266 | New |
| South State Corp. | 4,265 | $635.0K | 0.05% | −182−4.1% | Reduced |
| Aptus Capital Advisors, LLC | 4,258 | $634.0K | 0.01% | +958+29.0% | Added |
| LGT Financial Advisors LLC | 4,253 | $633.2K | 0.74% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,213 | $627.3K | 0.03% | +171+4.2% | Added |
| Umb Bank N A | 4,201 | $625.5K | 0.01% | −2,012−32.4% | Reduced |
| NorthRock Partners, LLC | 4,192 | $624.1K | 0.02% | +968+30.0% | Added |
| Capstone Investment Advisors, LLC | 4,118 | $613.1K | 0.01% | +1,202+41.2% | Added |
| Parkside Financial Bank & Trust | 4,117 | $613.0K | 0.10% | +1,217+42.0% | Added |
| Ameritas Investment Partners, Inc. | 4,115 | $612.7K | 0.02% | −118−2.8% | Reduced |
| Denali Advisors LLC | 4,100 | $610.4K | 0.18% | −2,300−35.9% | Reduced |
| Prospera Financial Services Inc | 4,071 | $607.4K | 0.02% | −1,053−20.6% | Reduced |
| SYSTM Wealth Solutions LLC | 4,078 | $607.2K | 0.08% | +161+4.1% | Added |
| Western Wealth Management, LLC | 4,072 | $606.3K | 0.05% | +190+4.9% | Added |
| Whittier Trust Co | 4,059 | $604.3K | 0.01% | +1,899+87.9% | Added |
| Siemens Fonds Invest GmbH | 4,036 | $600.9K | 0.05% | −193−4.6% | Reduced |
| Sweet Financial Partners, LLC | 4,030 | $600.0K | 0.14% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,153 | $597.1K | 0.02% | +289+4.9% | Added |
| Cigna Investments Inc | 4,005 | $597.0K | 0.11% | −79−1.9% | Reduced |
| Richwood Investment Advisors, LLC | 4,006 | $596.5K | 0.53% | −100−2.4% | Reduced |
| RMR Wealth Builders | 4,000 | $595.6K | 0.07% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,964 | $590.1K | 0.03% | −80−2.0% | Reduced |
| Central Trust Co | 3,931 | $585.3K | 0.01% | −492−11.1% | Reduced |
| GAMMA Investing LLC | 3,911 | $582.3K | 0.12% | +930+31.2% | Added |
| Everpar Advisors LLC | 3,908 | $581.9K | 0.35% | −3,297−45.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,903 | $581.2K | 0.11% | +23+0.6% | Added |
| Syon Capital LLC | 3,877 | $577.3K | 0.05% | +129+3.4% | Added |
| ASB Consultores, LLC | 3,864 | $575.3K | 0.15% | +3,864 | New |
| Evergreen Capital Management LLC | 3,853 | $573.7K | 0.02% | +194+5.3% | Added |
| ARGA Investment Management, LP | 3,838 | $571.4K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 3,815 | $568.0K | 0.00% | +711+22.9% | Added |
| Joule Financial, LLC | 3,799 | $565.6K | 0.23% | +208+5.8% | Added |
| Harbor Investment Advisory, LLC | 3,743 | $557.3K | 0.06% | +912+32.2% | Added |
| RWC Asset Management LLP | 3,716 | $553.3K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 3,708 | $552.1K | 0.00% | −1,028−21.7% | Reduced |
| Moors & Cabot, Inc. | 3,677 | $547.4K | 0.03% | −25−0.7% | Reduced |
| Cambria Investment Management, L.P. | 3,667 | $546.0K | 0.03% | +3,667 | New |
| Armstrong Advisory Group, Inc | 4,136 | $542.3K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,627 | $540.1K | 0.01% | −226−5.9% | Reduced |
| Busey Wealth Management | 3,616 | $538.4K | 0.02% | −62−1.7% | Reduced |
| Two Sigma Advisers, LP | 3,600 | $536.0K | 0.00% | +3,600 | New |
| Geneos Wealth Management Inc. | 3,576 | $532.4K | 0.02% | −40,727−91.9% | Reduced |
| FIL Ltd | 3,548 | $528.3K | 0.00% | +3,548 | New |
| Verdence Capital Advisors LLC | 3,544 | $527.6K | 0.05% | −1,698−32.4% | Reduced |
| St Germain D J Co Inc | 3,541 | $527.2K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,528 | $525.3K | 0.02% | −1,095−23.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,511 | $522.8K | 0.03% | −1,254−26.3% | Reduced |
| Connective Portfolio Management, LLC | 3,500 | $521.1K | 0.92% | −2,500−41.7% | Reduced |
| Premier Path Wealth Partners, LLC | 3,497 | $520.7K | 0.10% | −68−1.9% | Reduced |
| Americana Partners, LLC | 3,485 | $518.9K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,458 | $514.9K | 0.03% | −8,417−70.9% | Reduced |
| Rockland Trust Co | 3,455 | $514.4K | 0.03% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 3,434 | $511.3K | 0.14% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 3,421 | $509.4K | 0.30% | −2,024−37.2% | Reduced |
| Circle Wealth Management, LLC | 3,411 | $507.8K | 0.01% | +10.0% | Added |
| Integrated Investment Consultants, LLC | 3,403 | $506.7K | 0.14% | +1,699+99.7% | Added |