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; 2,130 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, Q2 2021
Institutional positions in Capital One Financial Corp as of Jun 30, 2021. 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
- 1,122
- +116 vs. Q1 2021
- Shares held
- 399.5M
- −10.5M (−2.6%) vs. Q1 2021
- Total value
- $61.8B
- +$9.63B (+18.5%) vs. Q1 2021
- New holders
- 176
- 379 more added
- Sold out
- 60
- 392 more reduced
11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $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, Q2 2021
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CNB Bank | 287 | $44.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 290 | $45.0K | 0.00% | +57+24.5% | Added |
| Bray Capital Advisors | 305 | $47.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 304 | $47.0K | 0.02% | +1+0.3% | Added |
| Lindbrook Capital, LLC | 323 | $50.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 324 | $50.0K | 0.01% | +324 | New |
| Glen Eagle Advisors, LLC | 329 | $50.9K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 332 | $51.4K | 0.02% | −85−20.4% | Reduced |
| Hall Laurie J Trustee | 350 | $54.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 357 | $55.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $57.0K | 0.01% | −300−44.8% | Reduced |
| Westside Investment Management, Inc. | 400 | $61.0K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 408 | $63.0K | 0.01% | −41−9.1% | Reduced |
| Pinnacle Bancorp, Inc. | 413 | $64.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 424 | $66.0K | 0.01% | −28−6.2% | Reduced |
| Acima Private Wealth, LLC | 445 | $69.0K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 444 | $69.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 460 | $71.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 451 | $73.0K | 0.00% | −592−56.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 479 | $74.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 464 | $74.0K | 0.06% | +464 | New |
| Highlander Capital Management, LLC | 500 | $77.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 508 | $78.6K | 0.03% | +7+1.4% | Added |
| Gemmer Asset Management LLC | 519 | $80.0K | 0.01% | +11+2.2% | Added |
| TCI Wealth Advisors, Inc. | 514 | $80.0K | 0.01% | +53+11.5% | Added |
| West Paces Advisors Inc. | 527 | $81.5K | 0.03% | −42−7.4% | Reduced |
| Wolff Wiese Magana LLC | 533 | $83.0K | 0.06% | +134+33.6% | Added |
| Compagnie Lombard Odier SCmA | 553 | $86.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 564 | $87.0K | 0.01% | +30+5.6% | Added |
| Toth Financial Advisory Corp | 585 | $90.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 581 | $90.0K | 0.03% | +27+4.9% | Added |
| BBVA USA | 582 | $90.0K | 0.01% | +582 | New |
| Dividend Assets Capital, LLC | 602 | $93.0K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 679 | $105.0K | 0.05% | +52+8.3% | Added |
| Private Capital Group, LLC | 700 | $108.0K | 0.02% | +174+33.1% | Added |
| Atlas Capital Advisors LLC | 708 | $109.5K | 0.02% | +228+47.5% | Added |
| Tarbox Family Office, Inc. | 779 | $121.0K | 0.02% | +541+227.3% | Added |
| Concord Wealth Partners | 841 | $130.0K | 0.04% | −488−36.7% | Reduced |
| CX Institutional | 860 | $133.0K | 0.01% | +134+18.5% | Added |
| Evermay Wealth Management LLC | 880 | $136.0K | 0.03% | +880 | New |
| IMA Wealth, Inc. | 897 | $139.0K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 905 | $139.0K | 0.05% | +905 | New |
| TD Ameritrade Investment Management, LLC | 913 | $141.0K | 0.00% | +259+39.6% | Added |
| Kempen Capital Management N.V. | 918 | $142.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 919 | $142.2K | 0.02% | 00.0% | Unchanged |
| First Mercantile Trust Co | 930 | $144.0K | 0.02% | −110−10.6% | Reduced |
| SRS Capital Advisors, Inc. | 954 | $148.0K | 0.02% | +954 | New |
| Prentice Wealth Management LLC | 1,000 | $155.0K | 0.08% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,011 | $156.0K | 0.06% | +1,011 | New |
| tru Independence LLC | 1,011 | $156.0K | 0.05% | +1,011 | New |
| JJJ Advisors Inc. | 1,035 | $160.0K | 0.06% | +33+3.3% | Added |
| Carolina Wealth Advisors, LLC | 1,037 | $160.0K | 0.11% | +227+28.0% | Added |
| CVA Family Office, LLC | 1,092 | $169.0K | 0.05% | +627+134.8% | Added |
| Focused Wealth Management, Inc | 1,125 | $174.0K | 0.03% | −550−32.8% | Reduced |
| Leonteq Securities AG | 1,233 | $190.7K | 0.01% | +275+28.7% | Added |
| Carroll Financial Associates, Inc. | 1,278 | $197.0K | 0.01% | +429+50.5% | Added |
| Thompson Siegel & Walmsley LLC | 1,281 | $198.0K | 0.00% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,295 | $200.0K | 0.06% | +1,295 | New |
| Winthrop Advisory Group LLC | 1,293 | $200.0K | 0.05% | +1,293 | New |
| Cape Cod Five Cents Savings Bank | 1,300 | $201.0K | 0.02% | +1,300 | New |
| Eagle Global Advisors LLC | 1,305 | $202.0K | 0.01% | +1,305 | New |
| BSW Wealth Partners | 1,306 | $202.0K | 0.06% | +1,306 | New |
| Ritholtz Wealth Management | 1,311 | $203.0K | 0.01% | +1,311 | New |
| Moneta Group Investment Advisors LLC | 1,319 | $204.0K | 0.01% | +1,319 | New |
| Founders Financial Securities LLC | 1,323 | $205.0K | 0.04% | +1,323 | New |
| Buckingham Strategic Wealth, LLC | 1,327 | $205.0K | 0.00% | +1,327 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,327 | $206.0K | 0.05% | +1,327 | New |
| Sound View Wealth Advisors Group, LLC | 1,329 | $206.0K | 0.04% | +1,329 | New |
| Smithfield Trust Co | 1,334 | $207.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 847 | $207.0K | 0.01% | −143−14.4% | Reduced |
| Wealthspire Advisors, LLC | 1,348 | $209.0K | 0.01% | −4,841−78.2% | Reduced |
| Equitable Trust Co | 1,352 | $209.0K | 0.01% | +1,352 | New |
| Hamilton Point Investment Advisors, LLC | 1,350 | $209.0K | 0.06% | +1,350 | New |
| NBT Bank N A | 1,355 | $210.0K | 0.03% | +1,355 | New |
| Main Street Financial Solutions, LLC | 1,356 | $210.0K | 0.03% | +1,356 | New |
| Maven Securities LTD | 1,368 | $212.0K | 0.02% | −938−40.7% | Reduced |
| West Family Investments, Inc. | 1,373 | $212.0K | 0.06% | +1,373 | New |
| Paragon Capital Management Ltd | 1,370 | $212.0K | 0.10% | +1,370 | New |
| Berman Capital Advisors, LLC | 1,401 | $215.0K | 0.03% | +453+47.8% | Added |
| Integrated Investment Consultants, LLC | 1,405 | $217.0K | 0.06% | −355−20.2% | Reduced |
| Ellevest, Inc. | 1,405 | $217.0K | 0.02% | +335+31.3% | Added |
| Xcel Wealth Management, LLC | 1,400 | $217.0K | 0.07% | +1,400 | New |
| Rosenberg Matthew Hamilton | 1,418 | $219.0K | 0.11% | 00.0% | Unchanged |
| IMS Capital Management | 1,415 | $219.0K | 0.13% | +1,415 | New |
| Legacy Financial Advisors, Inc. | 1,418 | $219.0K | 0.06% | +1,418 | New |
| Dark Forest Capital Management LP | 1,413 | $219.0K | 0.09% | +1,413 | New |
| James Investment Research Inc | 1,424 | $220.0K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,426 | $221.0K | 0.02% | +1,426 | New |
| First National Bank of Omaha | 1,747 | $222.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,442 | $223.0K | 0.02% | +1,442 | New |
| Engine No. 1 LLC | 1,441 | $223.0K | 0.06% | +1,441 | New |
| Harbor Investment Advisory, LLC | 1,458 | $226.0K | 0.03% | +72+5.2% | Added |
| Lincoln Capital LLC | 1,459 | $226.0K | 0.06% | +1,459 | New |
| Penserra Capital Management LLC | 1,479 | $228.0K | 0.00% | +133+9.9% | Added |
| First Citizens Bank & Trust Co | 1,472 | $228.0K | 0.01% | +1,472 | New |
| LS Investment Advisors, LLC | 1,496 | $231.0K | 0.03% | −11,714−88.7% | Reduced |
| Princeton Global Asset Management LLC | 1,495 | $231.0K | 0.07% | 00.0% | Unchanged |
| Check Capital Management Inc | 1,500 | $232.0K | 0.02% | +1,500 | New |
| Gryphon Financial Partners LLC | 2,728 | $233.0K | 0.05% | −800−22.7% | Reduced |
| WSFS Capital Management, LLC | 1,504 | $233.0K | 0.11% | +1,504 | New |