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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 2,253 | $335.4K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,241 | $333.7K | 0.04% | +160+7.7% | Added |
| TCG Advisory Services, LLC | 2,224 | $331.2K | 0.02% | +439+24.6% | Added |
| Marcum Wealth, LLC | 2,216 | $329.9K | 0.03% | +6+0.3% | Added |
| GYL Financial Synergies, LLC | 2,213 | $329.5K | 0.03% | +32+1.5% | Added |
| J.W. Cole Advisors, Inc. | 2,207 | $328.6K | 0.02% | −96−4.2% | Reduced |
| Salomon & Ludwin, LLC | 2,199 | $327.4K | 0.03% | +48+2.2% | Added |
| Intech Investment Management LLC | 2,198 | $327.3K | 0.00% | −2,516−53.4% | Reduced |
| Systematic Alpha Investments, LLC | 2,181 | $324.7K | 0.01% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $324.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,174 | $324.0K | 0.13% | +2,174 | New |
| Kearns & Associates LLC | 2,170 | $323.1K | 0.25% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,149 | $320.0K | 0.03% | +454+26.8% | Added |
| Hamilton Capital, LLC | 2,145 | $319.4K | 0.02% | +2,145 | New |
| Gilliland Jeter Wealth Management LLC | 2,145 | $319.4K | 0.11% | +9+0.4% | Added |
| James J. Burns & Company, LLC | 2,200 | $318.0K | 0.11% | −12−0.5% | Reduced |
| InterOcean Capital Group, LLC | 2,134 | $317.7K | 0.01% | −328−13.3% | Reduced |
| IHT Wealth Management, LLC | 2,133 | $317.7K | 0.01% | −21−1.0% | Reduced |
| First Citizens Bank & Trust Co | 2,123 | $316.1K | 0.01% | +2,123 | New |
| Fiduciary Trust Co | 2,116 | $315.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,116 | $315.1K | 0.02% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,108 | $313.9K | 0.12% | +136+6.9% | Added |
| SageView Advisory Group, LLC | 2,104 | $313.3K | 0.02% | +2,104 | New |
| Clearstead Advisors, LLC | 2,200 | $312.8K | 0.02% | +32+1.5% | Added |
| Power Wealth Management LLC | 2,082 | $310.0K | 0.19% | +2,082 | New |
| Ballentine Partners, LLC | 2,067 | $307.8K | 0.01% | +237+13.0% | Added |
| Verition Fund Management LLC | 2,064 | $307.3K | 0.00% | −511−19.8% | Reduced |
| Probity Advisors, Inc. | 2,063 | $307.2K | 0.06% | −249−10.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $306.7K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,052 | $305.5K | 0.02% | −811−28.3% | Reduced |
| Stock Yards Bank & Trust Co | 2,047 | $304.8K | 0.01% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2,041 | $303.9K | 0.10% | +2,041 | New |
| IFP Advisors, Inc | 2,031 | $302.6K | 0.01% | +897+79.1% | Added |
| Romano Brothers and Company | 2,025 | $301.5K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,022 | $301.2K | 0.01% | +107+5.6% | Added |
| Greenspring Advisors, LLC | 2,018 | $300.5K | 0.08% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,013 | $299.7K | 0.08% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,001 | $297.9K | 0.03% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,000 | $297.8K | 0.15% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $297.8K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,994 | $296.9K | 0.05% | +126+6.7% | Added |
| Marion Wealth Management | 1,993 | $296.7K | 0.09% | −373−15.8% | Reduced |
| Keel Point, LLC | 1,980 | $294.8K | 0.03% | +125+6.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,979 | $294.7K | 0.04% | −24−1.2% | Reduced |
| Choate Investment Advisors | 1,974 | $293.9K | 0.01% | −8,925−81.9% | Reduced |
| Cim Investment Mangement Inc | 1,970 | $293.3K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,017 | $293.1K | 0.02% | −198−8.9% | Reduced |
| Capital Investment Advisors, LLC | 1,956 | $291.2K | 0.01% | +51+2.7% | Added |
| Capital Wealth Planning, LLC | 1,950 | $290.3K | 0.00% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,050 | $287.7K | 0.16% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,925 | $286.6K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 1,919 | $285.8K | 0.02% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,915 | $285.1K | 0.06% | +28+1.5% | Added |
| Dorsey & Whitney Trust CO LLC | 1,909 | $284.2K | 0.02% | +15+0.8% | Added |
| Western Financial Corp | 1,908 | $284.1K | 0.17% | +1,908 | New |
| WNY Asset Management, LLC | 1,905 | $283.6K | 0.04% | −475−20.0% | Reduced |
| Tobam | 1,878 | $280.0K | 0.03% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,863 | $277.4K | 0.15% | +34+1.9% | Added |
| TruWealth Advisors, LLC | 1,858 | $276.7K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,845 | $274.7K | 0.03% | −82−4.3% | Reduced |
| StoneX Group Inc. | 1,843 | $274.4K | 0.02% | −407−18.1% | Reduced |
| Quent Capital, LLC | 1,821 | $271.3K | 0.03% | +2+0.1% | Added |
| Mathes Company, Inc. | 1,820 | $271.0K | 0.10% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,900 | $270.7K | 0.15% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,813 | $270.0K | 0.05% | +7+0.4% | Added |
| Evergreen Wealth Solutions, LLC | 1,813 | $269.9K | 0.20% | −283−13.5% | Reduced |
| Fundamentun, LLC | 1,806 | $268.9K | 0.03% | +1,806 | New |
| NewEdge Wealth, LLC | 1,887 | $267.6K | 0.01% | +1,887 | New |
| WMS Partners, LLC | 1,788 | $266.2K | 0.02% | +51+2.9% | Added |
| Meiji Yasuda Life Insurance Co | 1,788 | $266.2K | 0.01% | +1,788 | New |
| Dynamic Wealth Strategies, LLC | 1,781 | $265.0K | 0.23% | −62−3.4% | Reduced |
| Foundations Investment Advisors, LLC | 1,776 | $264.4K | 0.01% | −272−13.3% | Reduced |
| Roman Butler Fullerton & Co | 1,783 | $262.6K | 0.10% | +71+4.1% | Added |
| Harbour Trust & Investment Management Co | 1,760 | $262.0K | 0.03% | −100−5.4% | Reduced |
| Penserra Capital Management LLC | 1,767 | $262.0K | 0.00% | −1,669−48.6% | Reduced |
| CVA Family Office, LLC | 1,753 | $261.0K | 0.05% | +4+0.2% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,744 | $259.7K | 0.11% | +1,744 | New |
| Independent Financial Group, LLC | 1,733 | $258.0K | 0.01% | +144+9.1% | Added |
| Aaron Wealth Advisors | 1,731 | $257.7K | 0.04% | +1,731 | New |
| Drive Wealth Management, LLC | 1,721 | $256.3K | 0.07% | +7+0.4% | Added |
| Advisory Alpha, LLC | 1,707 | $254.3K | 0.01% | +1,707 | New |
| Heartwood Wealth Advisors LLC | 1,704 | $253.7K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,701 | $253.3K | 0.09% | −24−1.4% | Reduced |
| Change Path, LLC | 1,697 | $253.0K | 0.01% | −782−31.5% | Reduced |
| SpiderRock Advisors, LLC | 1,855 | $252.8K | 0.01% | +1,855 | New |
| Partners in Financial Planning | 1,686 | $251.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,685 | $250.9K | 0.01% | +441+35.5% | Added |
| Studio Investment Management LLC | 1,684 | $250.7K | 0.06% | +147+9.6% | Added |
| Ziegler Capital Management, LLC | 1,680 | $250.1K | 0.01% | −53−3.1% | Reduced |
| Chicago Partners Investment Group LLC | 1,691 | $250.1K | 0.01% | +67+4.1% | Added |
| Sage Mountain Advisors LLC | 1,672 | $248.9K | 0.03% | +1,672 | New |
| PDS Planning, Inc | 1,666 | $248.1K | 0.03% | +46+2.8% | Added |
| Prossimo Advisors, LLC | 1,665 | $248.0K | 0.48% | +1,665 | New |
| Asset Allocation Strategies LLC | 1,655 | $246.4K | 0.09% | +1,655 | New |
| Compagnie Lombard Odier SCmA | 1,650 | $245.7K | 0.00% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,639 | $244.1K | 0.10% | −150−8.4% | Reduced |
| Hilltop Partners LLC | 1,635 | $243.4K | 0.09% | +1,635 | New |
| WoodTrust Financial Corp | 1,630 | $243.0K | 0.04% | +29+1.8% | Added |
| Money Concepts Capital Corp | 1,627 | $242.3K | 0.02% | −120−6.9% | Reduced |
| Strategic Equity Management | 1,625 | $241.9K | 0.20% | 00.0% | Unchanged |