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 |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 3,396 | $505.6K | 0.08% | −142−4.0% | Reduced |
| Diversify Advisory Services, LLC | 3,469 | $504.0K | 0.03% | +3,469 | New |
| Venture Visionary Partners LLC | 3,384 | $503.9K | 0.02% | −13−0.4% | Reduced |
| Stonegate Investment Group, LLC | 3,359 | $500.1K | 0.02% | +117+3.6% | Added |
| First National Trust Co | 3,355 | $499.5K | 0.02% | −75−2.2% | Reduced |
| Fidelis Capital Partners, LLC | 3,354 | $499.4K | 0.08% | +1,502+81.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $496.7K | 0.14% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 3,305 | $492.1K | 0.00% | +3,305 | New |
| Hancock Whitney Corp | 3,295 | $490.6K | 0.02% | −106−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 3,257 | $485.0K | 0.08% | −88−2.6% | Reduced |
| Financial Security Advisor, Inc. | 3,255 | $484.6K | 0.17% | +75+2.4% | Added |
| Lincoln National Corp | 3,253 | $484.4K | 0.01% | +429+15.2% | Added |
| Diversified Investment Strategies, LLC | 3,227 | $480.5K | 0.32% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,220 | $479.4K | 0.02% | +146+4.7% | Added |
| Epoch Investment Partners, Inc. | 3,208 | $477.6K | 0.00% | −63−1.9% | Reduced |
| International Assets Investment Management, LLC | 345,961 | $477.5K | 0.05% | +284,999+467.5% | Added |
| Brighton Jones LLC | 3,196 | $475.9K | 0.02% | +648+25.4% | Added |
| Ingalls & Snyder LLC | 3,190 | $475.0K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 3,175 | $472.7K | 0.27% | +1,069+50.8% | Added |
| Global Trust Asset Management, LLC | 3,175 | $472.7K | 0.19% | −10−0.3% | Reduced |
| XML Financial, LLC | 3,170 | $472.0K | 0.05% | +3+0.1% | Added |
| Atlantic Union Bankshares Corp | 3,170 | $472.0K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,310 | $471.6K | 0.07% | +3,310 | New |
| Burke & Herbert Bank & Trust Co | 3,152 | $469.3K | 0.35% | −234−6.9% | Reduced |
| Vident Advisory, LLC | 3,130 | $466.1K | 0.01% | +238+8.2% | Added |
| Merit Financial Group, LLC | 3,259 | $464.1K | 0.01% | +451+16.1% | Added |
| NBC Securities, Inc. | 3,117 | $464.0K | 0.04% | −295−8.6% | Reduced |
| Abbrea Capital, LLC | 3,102 | $462.0K | 0.06% | −60−1.9% | Reduced |
| Conning Inc. | 3,095 | $460.8K | 0.02% | −120−3.7% | Reduced |
| Montecito Bank & Trust | 3,082 | $458.9K | 0.09% | −439−12.5% | Reduced |
| tru Independence LLC | 3,061 | $455.8K | 0.13% | −6−0.2% | Reduced |
| Jump Financial, LLC | 3,054 | $454.7K | 0.01% | +358+13.3% | Added |
| Acropolis Investment Management, LLC | 3,018 | $449.4K | 0.03% | −255−7.8% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $446.7K | 0.09% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $446.7K | 0.38% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,999 | $446.6K | 0.02% | +1,232+69.7% | Added |
| Checchi Capital Advisers, LLC | 2,980 | $443.7K | 0.03% | +28+0.9% | Added |
| Balentine LLC | 2,974 | $442.8K | 0.01% | −12−0.4% | Reduced |
| Kathmere Capital Management, LLC | 2,957 | $440.3K | 0.05% | +258+9.6% | Added |
| ProVise Management Group, LLC | 2,950 | $439.2K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,950 | $439.2K | 0.26% | +2,950 | New |
| Jacobi Capital Management LLC | 2,943 | $438.2K | 0.04% | +6+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $438.0K | 0.14% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,030 | $437.9K | 0.08% | +1,058+53.7% | Added |
| AlTi Global, Inc. | 2,933 | $436.7K | 0.01% | +622+26.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,918 | $434.5K | 0.07% | +339+13.1% | Added |
| Wolverine Trading, LLC | 2,839 | $422.7K | 0.00% | −42,247−93.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,829 | $421.2K | 0.03% | +76+2.8% | Added |
| RSM US Wealth Management LLC | 2,828 | $421.0K | 0.01% | +706+33.3% | Added |
| Clarius Group, LLC | 2,816 | $419.3K | 0.03% | −341−10.8% | Reduced |
| Verdad Advisers, LP | 2,816 | $419.3K | 0.46% | +2,816 | New |
| TD Waterhouse Canada Inc. | 2,737 | $415.8K | 0.00% | −515−15.8% | Reduced |
| Crestwood Advisors Group LLC | 2,789 | $415.3K | 0.01% | −6,468−69.9% | Reduced |
| Zullo Investment Group, Inc. | 2,772 | $412.8K | 0.19% | +12+0.4% | Added |
| Verus Financial Partners, Inc. | 2,764 | $411.6K | 0.05% | −248−8.2% | Reduced |
| Oxford Financial Group Ltd | 2,749 | $409.3K | 0.03% | +176+6.8% | Added |
| Pointe Capital Management LLC | 2,736 | $407.4K | 0.25% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,724 | $405.6K | 0.03% | +30+1.1% | Added |
| Sunflower Bank, N.A. | 2,700 | $402.0K | 0.09% | −36−1.3% | Reduced |
| Manchester Capital Management LLC | 2,676 | $398.4K | 0.05% | +106+4.1% | Added |
| Western Pacific Wealth Management, LP | 2,655 | $395.3K | 0.29% | +190+7.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,651 | $394.7K | 0.07% | −366−12.1% | Reduced |
| Hartline Investment Corp | 2,651 | $394.7K | 0.07% | +2,651 | New |
| Moneta Group Investment Advisors LLC | 2,646 | $394.0K | 0.01% | +112+4.4% | Added |
| Trust Point Inc. | 2,645 | $393.8K | 0.03% | +2,645 | New |
| FFT Wealth Management LLC | 2,627 | $391.1K | 0.03% | +302+13.0% | Added |
| Hara Capital LLC | 2,625 | $390.8K | 0.23% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,616 | $389.5K | 0.19% | +2,616 | New |
| Symmetry Partners, LLC | 2,591 | $386.0K | 0.03% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,591 | $385.8K | 0.23% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,560 | $381.1K | 0.01% | +197+8.3% | Added |
| Cornerstone Wealth Management, LLC | 2,549 | $379.5K | 0.03% | +16+0.6% | Added |
| Gladstone Institutional Advisory LLC | 2,542 | $378.4K | 0.02% | +669+35.7% | Added |
| Riverview Trust Co | 2,536 | $377.6K | 0.29% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,527 | $376.3K | 0.00% | −233−8.4% | Reduced |
| Bank of Stockton | 2,518 | $374.9K | 0.12% | +2,518 | New |
| Cipher Capital LP | 2,503 | $372.7K | 0.17% | +2,503 | New |
| WSFS Capital Management, LLC | 2,477 | $368.8K | 0.02% | −85−3.3% | Reduced |
| Plimoth Trust Co LLC | 2,474 | $368.4K | 0.10% | −526−17.5% | Reduced |
| Citizens Financial Group Inc | 2,467 | $367.3K | 0.01% | −1,659−40.2% | Reduced |
| Mount Vernon Associates Inc | 2,450 | $365.0K | 0.31% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,447 | $364.3K | 0.01% | +1,165+90.9% | Added |
| Modera Wealth Management, LLC | 2,443 | $363.7K | 0.01% | −304−11.1% | Reduced |
| Resources Investment Advisors, LLC. | 2,426 | $361.2K | 0.01% | −1,241−33.8% | Reduced |
| Matrix Asset Advisors Inc | 2,414 | $359.4K | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,402 | $357.6K | 0.00% | −29−1.2% | Reduced |
| Concurrent Investment Advisors, LLC | 2,349 | $349.7K | 0.01% | −138−5.5% | Reduced |
| Capital International Sarl | 2,343 | $348.8K | 0.01% | +2,343 | New |
| Alhambra Investment Partners LLC | 2,337 | $348.0K | 0.19% | +2,337 | New |
| Ameritas Advisory Services, LLC | 2,411 | $346.9K | 0.01% | −328−12.0% | Reduced |
| Welch Group, LLC | 2,327 | $346.5K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,324 | $346.1K | 0.04% | +30+1.3% | Added |
| Centaurus Financial, Inc. | 2,323 | $346.0K | 0.02% | −94−3.9% | Reduced |
| Great Valley Advisor Group, Inc. | 2,300 | $342.4K | 0.01% | +26+1.1% | Added |
| Viawealth, LLC | 2,289 | $340.8K | 0.21% | −90−3.8% | Reduced |
| Gateway Advisory, LLC | 2,285 | $340.2K | 0.06% | +2,285 | New |
| Kovack Advisors, Inc. | 2,281 | $339.6K | 0.04% | +177+8.4% | Added |
| Naples Global Advisors, LLC | 2,277 | $339.0K | 0.03% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,268 | $337.7K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,264 | $337.1K | 0.04% | −82−3.5% | Reduced |