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 |
|---|---|---|---|---|---|
| Umb Bank N A | 1,516 | $234.0K | 0.01% | +1,516 | New |
| Martingale Asset Management L P | 1,521 | $236.0K | 0.00% | −1,081−41.5% | Reduced |
| Brightworth | 1,531 | $237.0K | 0.02% | +1,531 | New |
| Charter Research & Investment Group, Inc. | 1,534 | $237.0K | 0.20% | +1,534 | New |
| Caldwell Trust Co | 1,537 | $237.8K | 0.03% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 1,540 | $238.0K | 0.10% | +1,540 | New |
| MUFG Americas Holdings Corp | 1,554 | $241.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,556 | $241.0K | 0.01% | +50+3.3% | Added |
| Fox Run Management, L.L.C. | 1,566 | $242.0K | 0.22% | +1,566 | New |
| CKW Financial Group | 1,550 | $244.0K | 0.04% | −400−20.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,577 | $244.0K | 0.01% | +1,577 | New |
| Endurance Wealth Management, Inc. | 1,612 | $248.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,600 | $248.0K | 0.14% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,603 | $248.0K | 0.06% | +1,603 | New |
| Resources Investment Advisors, LLC. | 1,623 | $251.0K | 0.01% | +1,623 | New |
| Whittier Trust Co | 1,628 | $252.0K | 0.00% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,650 | $256.0K | 0.05% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,660 | $257.0K | 0.04% | 00.0% | Unchanged |
| Firestone Capital Management | 1,661 | $257.0K | 0.09% | 00.0% | Unchanged |
| Henshaw Capital LLC | 1,680 | $259.9K | 0.02% | +1,680 | New |
| Keybank National Association | 1,684 | $260.0K | 0.00% | +54+3.3% | Added |
| Founders Financial Alliance, LLC | 1,689 | $261.0K | 0.12% | +104+6.6% | Added |
| StoneX Group Inc. | 1,703 | $263.0K | 0.04% | +66+4.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,700 | $263.0K | 0.04% | +1,700 | New |
| BlueCrest Capital Management Ltd | 1,697 | $263.0K | 0.01% | +1,697 | New |
| Altshuler Shaham Ltd | 1,741 | $269.0K | 0.00% | +1,556+841.1% | Added |
| Aptus Capital Advisors, LLC | 1,741 | $269.0K | 0.01% | +1,741 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,755 | $271.0K | 0.15% | 00.0% | Unchanged |
| Marathon Capital Management | 1,759 | $272.0K | 0.06% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,766 | $273.0K | 0.04% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,811 | $280.0K | 0.03% | +12+0.7% | Added |
| J.W. Cole Advisors, Inc. | 1,811 | $280.0K | 0.02% | +1,811 | New |
| Mathes Company, Inc. | 1,820 | $282.0K | 0.10% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 1,820 | $282.0K | 0.14% | +4+0.2% | Added |
| Harvest Investment Services, LLC | 1,833 | $283.0K | 0.12% | +1,833 | New |
| SeaCrest Wealth Management, LLC | 1,851 | $286.0K | 0.03% | +120+6.9% | Added |
| Ingalls & Snyder LLC | 1,870 | $289.0K | 0.01% | −25−1.3% | Reduced |
| Neo Ivy Capital Management | 1,869 | $289.0K | 0.29% | +100+5.7% | Added |
| Woodstock Corp | 1,880 | $291.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 1,880 | $291.0K | 0.02% | +243+14.8% | Added |
| State of Wyoming | 1,883 | $291.0K | 0.18% | +1,196+174.1% | Added |
| Bridgewater Advisors Inc. | 1,885 | $292.0K | 0.09% | +358+23.4% | Added |
| Washington Trust Co | 1,920 | $297.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,926 | $298.0K | 0.00% | −44−2.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,925 | $298.0K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 1,944 | $301.0K | 0.07% | +2+0.1% | Added |
| Sawtooth Solutions, LLC | 1,947 | $301.0K | 0.06% | +1,947 | New |
| Brewin Dolphin Ltd | 1,960 | $303.2K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,963 | $304.0K | 0.05% | +1,963 | New |
| Tiedemann Advisors, LLC | 2,003 | $309.0K | 0.01% | −125−5.9% | Reduced |
| Gamble Jones Investment Counsel | 2,000 | $309.0K | 0.02% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,000 | $309.0K | 0.18% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $309.0K | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,032 | $314.0K | 0.02% | +133+7.0% | Added |
| Strategic Wealth Management Group, LLC | 2,045 | $316.0K | 0.12% | −283−12.2% | Reduced |
| Wesbanco Bank Inc | 2,055 | $318.0K | 0.01% | +135+7.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $319.0K | 0.05% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 2,065 | $319.4K | 0.03% | +365+21.5% | Added |
| Camelot Portfolios, LLC | 2,068 | $320.0K | 0.13% | −3,241−61.0% | Reduced |
| Naples Global Advisors, LLC | 2,075 | $321.0K | 0.04% | 00.0% | Unchanged |
| Weather Gauge Advisory, LLC | 2,095 | $324.0K | 0.38% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,099 | $325.0K | 0.01% | +41+2.0% | Added |
| Aigen Investment Management, LP | 2,098 | $325.0K | 0.06% | +2,098 | New |
| Machina Capital S.A.S. | 2,100 | $325.0K | 0.55% | +2,100 | New |
| Sequoia Financial Advisors, LLC | 2,108 | $326.0K | 0.01% | +216+11.4% | Added |
| Guardian Capital Advisors LP | 2,075 | $327.0K | 0.03% | −150−6.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,112 | $327.0K | 0.03% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,120 | $328.0K | 0.06% | +353+20.0% | Added |
| Cim Investment Mangement Inc | 2,158 | $334.0K | 0.10% | −2,240−50.9% | Reduced |
| CWM, LLC | 2,162 | $334.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,159 | $334.0K | 0.01% | −171−7.3% | Reduced |
| Johnson Midwest Financial, LLC | 2,156 | $334.0K | 0.33% | +2,070+2,407.0% | Added |
| Bowen Hanes & Co Inc | 2,174 | $336.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,173 | $336.0K | 0.01% | +2,173 | New |
| Prospera Financial Services Inc | 2,202 | $341.0K | 0.02% | +126+6.1% | Added |
| Roman Butler Fullerton & Co | 2,220 | $343.0K | 0.17% | +2+0.1% | Added |
| Old Dominion Capital Management Inc | 2,242 | $347.0K | 0.07% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,258 | $349.0K | 0.22% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,271 | $351.0K | 0.13% | −199−8.1% | Reduced |
| Capital Investment Advisors, LLC | 2,273 | $352.0K | 0.01% | +2,273 | New |
| Meristem Family Wealth, LLC | 2,286 | $354.0K | 0.06% | −33−1.4% | Reduced |
| Welch Group, LLC | 2,296 | $355.0K | 0.02% | 00.0% | Unchanged |
| Intersect Capital LLC | 2,303 | $356.0K | 0.06% | +219+10.5% | Added |
| Two Sigma Securities, LLC | 2,320 | $359.0K | 0.09% | +352+17.9% | Added |
| Sargent Investment Group, LLC | 2,325 | $360.0K | 0.09% | −100−4.1% | Reduced |
| Silvercrest Asset Management Group LLC | 2,325 | $360.0K | 0.00% | +223+10.6% | Added |
| Cary Street Partner Investment Advisory LLC | 2,325 | $360.0K | 0.12% | +2,325 | New |
| SkyView Investment Advisors, LLC | 2,839 | $362.0K | 0.17% | 00.0% | Unchanged |
| E&G Advisors, LP | 0 | $363.0K | 0.10% | −2,348−100.0% | Reduced |
| Brinker Capital Investments, LLC | 2,366 | $366.0K | 0.00% | +519+28.1% | Added |
| EPG Wealth Management LLC | 2,397 | $371.0K | 0.16% | +352+17.2% | Added |
| WMS Partners, LLC | 2,406 | $372.0K | 0.06% | −280−10.4% | Reduced |
| Almanack Investment Partners, LLC. | 2,404 | $372.0K | 0.04% | +796+49.5% | Added |
| Private Trust Co NA | 2,415 | $374.0K | 0.06% | −3−0.1% | Reduced |
| Central Trust Co | 2,454 | $379.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,448 | $379.0K | 0.04% | +3+0.1% | Added |
| Clearstead Advisors, LLC | 2,447 | $379.0K | 0.03% | +42+1.7% | Added |
| Old Port Advisors | 2,394 | $380.0K | 0.14% | −262−9.9% | Reduced |
| FourThought Financial, LLC | 2,474 | $382.0K | 0.05% | −641−20.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,476 | $383.0K | 0.05% | +29+1.2% | Added |