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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 2,501 | $387.0K | 0.02% | +30+1.2% | Added |
| LVW Advisors, LLC | 2,519 | $390.0K | 0.07% | −10−0.4% | Reduced |
| HBW Advisory Services LLC | 2,529 | $391.0K | 0.10% | −367−12.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,547 | $394.0K | 0.09% | +18+0.7% | Added |
| Lincoln National Corp | 2,586 | $400.0K | 0.01% | −2,596−50.1% | Reduced |
| Koshinski Asset Management, Inc. | 2,592 | $401.0K | 0.05% | −1,506−36.7% | Reduced |
| Aspiriant, LLC | 2,586 | $401.0K | 0.02% | +120+4.9% | Added |
| Fiera Capital Corp | 2,608 | $403.0K | 0.00% | +2+0.1% | Added |
| Kovack Advisors, Inc. | 2,612 | $404.0K | 0.05% | −189−6.7% | Reduced |
| Bailard, Inc. | 2,643 | $409.0K | 0.01% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 2,595 | $410.0K | 0.06% | −209−7.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,653 | $410.0K | 0.03% | +193+7.8% | Added |
| Winton Group Ltd | 2,656 | $411.0K | 0.02% | −1,013−27.6% | Reduced |
| Change Path, LLC | 2,664 | $412.0K | 0.03% | +2,664 | New |
| Capital Advisors Inc | 2,669 | $413.0K | 0.01% | +8+0.3% | Added |
| Lido Advisors, LLC | 2,714 | $420.0K | 0.01% | +725+36.5% | Added |
| Doliver Advisors, LP | 2,731 | $422.0K | 0.14% | −2,294−45.7% | Reduced |
| Riverview Trust Co | 2,737 | $423.0K | 0.45% | −49−1.8% | Reduced |
| Ayalon Holdings Ltd. | 2,700 | $424.0K | 0.14% | +1,264+88.0% | Added |
| Bank of the West | 2,746 | $425.0K | 0.04% | −409−13.0% | Reduced |
| Americana Partners, LLC | 2,750 | $425.0K | 0.22% | +482+21.3% | Added |
| Steel Peak Wealth Management LLC | 2,756 | $426.0K | 0.03% | +2,756 | New |
| Checchi Capital Advisers, LLC | 2,767 | $428.0K | 0.05% | −116−4.0% | Reduced |
| Fiduciary Trust Co | 2,776 | $429.0K | 0.01% | −28−1.0% | Reduced |
| Farr Miller & Washington LLC | 2,804 | $434.0K | 0.03% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 2,824 | $437.0K | 0.14% | −24−0.8% | Reduced |
| Cipher Capital LP | 2,844 | $440.0K | 0.24% | +723+34.1% | Added |
| Mount Vernon Associates Inc | 2,850 | $441.0K | 0.40% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,877 | $445.0K | 0.31% | −562−16.3% | Reduced |
| Johnson Investment Counsel Inc | 2,893 | $447.0K | 0.01% | +2,893 | New |
| Western Wealth Management, LLC | 2,894 | $449.0K | 0.05% | +281+10.8% | Added |
| Gateway Advisory, LLC | 2,905 | $449.0K | 0.10% | +2,905 | New |
| Quadrant Capital Group LLC | 2,908 | $450.0K | 0.07% | +101+3.6% | Added |
| XTX Topco Ltd | 2,916 | $451.0K | 0.15% | +2,916 | New |
| Lester Murray Antman dba SimplyRich | 2,939 | $454.0K | 0.21% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 2,965 | $459.0K | 0.24% | +26+0.9% | Added |
| Kingsview Wealth Management, LLC | 2,954 | $464.0K | 0.02% | −79−2.6% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $464.0K | 0.12% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 3,028 | $468.0K | 0.31% | −566−15.7% | Reduced |
| Columbia Trust Co 01012016 | 3,036 | $470.0K | 0.27% | −109−3.5% | Reduced |
| Mycio Wealth Partners, LLC | 3,040 | $470.0K | 0.19% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,050 | $472.0K | 0.32% | +469+18.2% | Added |
| New World Advisors LLC | 3,050 | $472.0K | 0.32% | +3,050 | New |
| Jones Financial Companies LLLP | 3,056 | $473.0K | 0.00% | −1,629−34.8% | Reduced |
| Coldstream Capital Management Inc | 3,087 | $478.0K | 0.02% | +198+6.9% | Added |
| Echo Street Capital Management LLC | 3,088 | $478.0K | 0.00% | +3,088 | New |
| Cetera Advisors LLC | 3,097 | $479.0K | 0.01% | −69−2.2% | Reduced |
| Proffitt & Goodson Inc | 3,105 | $480.0K | 0.09% | +3,105 | New |
| Lake Street Advisors Group, LLC | 2,722 | $482.0K | 0.04% | +17+0.6% | Added |
| First Hawaiian Bank | 3,138 | $485.0K | 0.02% | −710−18.5% | Reduced |
| Citizens Financial Group Inc | 3,137 | $485.0K | 0.02% | −250−7.4% | Reduced |
| TownSquare Capital, LLC | 3,120 | $485.0K | 0.02% | +73+2.4% | Added |
| CAPROCK Group, Inc. | 3,157 | $488.0K | 0.04% | +1,010+47.0% | Added |
| Personal Cfo Solutions, LLC | 3,189 | $493.0K | 0.10% | +375+13.3% | Added |
| Advisors Asset Management, Inc. | 3,199 | $495.0K | 0.01% | −380−10.6% | Reduced |
| Paradigm Financial Advisors, LLC | 3,220 | $498.0K | 0.11% | +590+22.4% | Added |
| Brighton Jones LLC | 3,236 | $501.0K | 0.03% | +42+1.3% | Added |
| Moors & Cabot, Inc. | 3,238 | $501.0K | 0.04% | +124+4.0% | Added |
| Abbrea Capital, LLC | 3,260 | $504.0K | 0.08% | +545+20.1% | Added |
| Axiom Financial Strategies, LLC | 3,267 | $505.0K | 0.23% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 3,278 | $507.0K | 0.11% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 3,329 | $515.0K | 0.22% | +3,329 | New |
| Triumph Capital Management | 3,245 | $515.0K | 0.30% | +3,245 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $516.0K | 0.19% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,474 | $535.0K | 0.06% | −50−1.4% | Reduced |
| Clear Street Markets LLC | 3,480 | $538.0K | 0.11% | +3,480 | New |
| JBF Capital, Inc. | 3,500 | $541.0K | 0.13% | −500−12.5% | Reduced |
| Manitou Investment Management Ltd. | 3,500 | $541.0K | 0.09% | −500−12.5% | Reduced |
| WESPAC Advisors, LLC | 3,501 | $542.0K | 1.04% | +3,501 | New |
| Engineers Gate Manager LP | 3,515 | $544.0K | 0.03% | −11,948−77.3% | Reduced |
| Global Trust Asset Management, LLC | 3,524 | $545.0K | 0.26% | −4−0.1% | Reduced |
| Personal Capital Advisors Corp | 3,551 | $549.0K | 0.00% | +266+8.1% | Added |
| Concentric Wealth Management, LLC | 3,669 | $568.0K | 0.17% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,643 | $572.0K | 0.06% | +1,867+105.1% | Added |
| Platform Technology Partners | 3,707 | $573.0K | 0.24% | +3,707 | New |
| Sky Investment Group LLC | 3,721 | $576.0K | 0.13% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,734 | $577.6K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,760 | $581.0K | 0.07% | +164+4.6% | Added |
| Trinity Financial Advisors LLC | 3,757 | $581.0K | 0.41% | +3,757 | New |
| Whitener Capital Management, Inc. | 3,804 | $588.0K | 0.23% | +10+0.3% | Added |
| Stevens Capital Management LP | 3,816 | $590.0K | 0.17% | +3,816 | New |
| Hancock Whitney Corp | 3,827 | $592.0K | 0.02% | +135+3.7% | Added |
| Ieq Capital, LLC | 3,852 | $596.0K | 0.02% | +1,129+41.5% | Added |
| Gsa Capital Partners LLP | 3,892 | $602.0K | 0.07% | +3,892 | New |
| Edmond de Rothschild Holding S.A. | 3,889 | $602.0K | 0.01% | +3,889 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,899 | $603.0K | 0.11% | +187+5.0% | Added |
| St Germain D J Co Inc | 3,903 | $604.0K | 0.04% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,917 | $606.0K | 0.23% | +1,783+83.6% | Added |
| Atlantic Union Bankshares Corp | 3,922 | $607.0K | 0.06% | −100−2.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,963 | $613.0K | 0.06% | +463+13.2% | Added |
| Gries Financial LLC | 3,817 | $615.0K | 0.20% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,999 | $619.0K | 0.01% | +3,999 | New |
| First Heartland Consultants, Inc. | 4,042 | $625.0K | 0.09% | +4,042 | New |
| Ziegler Capital Management, LLC | 4,064 | $629.0K | 0.02% | −85−2.0% | Reduced |
| Advisor Resource Council | 4,068 | $629.0K | 0.07% | +4,068 | New |
| Capital Impact Advisors, LLC | 4,093 | $633.0K | 0.20% | −27,576−87.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,114 | $636.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,123 | $638.0K | 0.03% | +239+6.2% | Added |
| Fukoku Mutual Life Insurance Co | 4,130 | $639.0K | 0.05% | +1,130+37.7% | Added |
| Pathstone Family Office, LLC | 4,144 | $641.0K | 0.02% | +2,156+108.5% | Added |