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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 4,159 | $643.0K | 0.09% | +517+14.2% | Added |
| Banco BTG Pactual S.A. | 4,186 | $648.0K | 0.51% | +204+5.1% | Added |
| Meridian Wealth Management, LLC | 4,230 | $654.0K | 0.08% | +4,230 | New |
| Partners in Financial Planning | 4,228 | $654.0K | 0.20% | +4,228 | New |
| Investment Management of Virginia LLC | 4,233 | $655.0K | 0.13% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,242 | $657.0K | 0.01% | −5,915−58.2% | Reduced |
| Clarius Group, LLC | 4,244 | $657.0K | 0.06% | +54+1.3% | Added |
| Jacobi Capital Management LLC | 4,269 | $660.0K | 0.09% | +57+1.4% | Added |
| Fortem Financial Group, LLC | 4,311 | $667.0K | 0.34% | −65−1.5% | Reduced |
| Savant Capital, LLC | 4,329 | $670.0K | 0.03% | −4,004−48.0% | Reduced |
| Gateway Investment Advisers LLC | 4,342 | $672.0K | 0.01% | −339−7.2% | Reduced |
| Parsons Capital Management Inc | 4,377 | $677.0K | 0.05% | −45−1.0% | Reduced |
| Alpha Cubed Investments, LLC | 4,386 | $678.0K | 0.05% | −12,671−74.3% | Reduced |
| Probity Advisors, Inc. | 4,389 | $679.0K | 0.14% | −158−3.5% | Reduced |
| Walleye Capital LLC | 4,400 | $681.0K | 0.03% | +4,400 | New |
| Summit Financial Group Inc | 4,412 | $682.0K | 0.26% | +2,000+82.9% | Added |
| Beacon Pointe Advisors, LLC | 4,426 | $685.0K | 0.02% | +4,426 | New |
| Alethea Capital Management, LLC | 4,451 | $689.0K | 0.43% | −549−11.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,480 | $693.0K | 0.11% | 00.0% | Unchanged |
| Caxton Associates LP | 4,505 | $697.0K | 0.09% | +668+17.4% | Added |
| Red Cedar Capital, LLC | 4,512 | $698.0K | 0.44% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,533 | $701.0K | 0.05% | +4,533 | New |
| HighPoint Advisor Group LLC | 4,540 | $702.0K | 0.07% | +697+18.1% | Added |
| Calton & Associates, Inc. | 4,509 | $706.0K | 0.13% | +164+3.8% | Added |
| Triangle Securities Wealth Management | 4,584 | $709.0K | 0.24% | −963−17.4% | Reduced |
| Geneos Wealth Management Inc. | 4,509 | $709.0K | 0.03% | −55−1.2% | Reduced |
| Barber Financial Group, Inc. | 4,590 | $710.0K | 0.10% | +4,590 | New |
| PDT Partners, LLC | 4,614 | $714.0K | 0.05% | +4,614 | New |
| Pitcairn Co | 4,628 | $716.0K | 0.05% | −197−4.1% | Reduced |
| Stephens Inc | 4,655 | $720.0K | 0.01% | −1,023−18.0% | Reduced |
| Franklin Street Advisors Inc | 4,693 | $726.0K | 0.06% | +153+3.4% | Added |
| Fulcrum Asset Management LLP | – | $726.0K | 0.30% | – | – |
| Spire Wealth Management | 4,700 | $727.0K | 0.02% | −2,867−37.9% | Reduced |
| NuWave Investment Management, LLC | 4,732 | $732.0K | 0.81% | +2,102+79.9% | Added |
| Van Eck Associates Corp | 4,766 | $737.0K | 0.00% | −8−0.2% | Reduced |
| LMR Partners LLP | 4,793 | $741.0K | 0.01% | +4,793 | New |
| Dynamic Technology Lab Private Ltd | 4,878 | $755.0K | 0.08% | +4,878 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,897 | $757.5K | 0.13% | +4,897 | New |
| PBMares Wealth Management LLC | 4,920 | $761.0K | 0.41% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 4,960 | $767.0K | 0.01% | −450−8.3% | Reduced |
| Polar Asset Management Partners Inc. | 4,970 | $769.0K | 0.01% | +4,970 | New |
| Altavista Wealth Management, Inc. | 5,000 | $773.0K | 0.17% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $773.0K | 0.25% | 00.0% | Unchanged |
| Capula Management Ltd | 5,054 | $776.0K | 0.14% | +5,054 | New |
| Heritage Wealth Advisors | 5,030 | $778.1K | 0.05% | −100−1.9% | Reduced |
| Acropolis Investment Management, LLC | 5,043 | $780.0K | 0.08% | −726−12.6% | Reduced |
| Copperwynd Financial, LLC | 5,059 | $783.0K | 0.33% | −72−1.4% | Reduced |
| Crawford Investment Counsel Inc | 5,081 | $786.0K | 0.02% | +40+0.8% | Added |
| Enlightenment Research, LLC | 5,088 | $787.0K | 1.00% | +5,088 | New |
| Soltis Investment Advisors LLC | 5,115 | $791.0K | 0.13% | +218+4.5% | Added |
| Ci Investments Inc. | 5,115 | $791.0K | 0.00% | +5,115 | New |
| First PREMIER Bank | 5,117 | $792.0K | 0.23% | 00.0% | Unchanged |
| Financial Architects, Inc | 5,121 | $792.0K | 0.11% | +2,360+85.5% | Added |
| Stony Point Wealth Management Inc. | 5,139 | $795.0K | 0.52% | +201+4.1% | Added |
| G&S Capital LLC | 5,170 | $800.0K | 0.42% | +5,170 | New |
| Convergence Investment Partners, LLC | 5,190 | $803.0K | 0.35% | −856−14.2% | Reduced |
| First National Trust Co | 5,189 | $803.0K | 0.05% | −102−1.9% | Reduced |
| Capital Analysts, LLC | 5,229 | $809.0K | 0.05% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 5,238 | $810.0K | 0.10% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 5,300 | $820.0K | 0.33% | −175−3.2% | Reduced |
| BerganKDV Wealth Management, LLC | 5,325 | $824.0K | 0.10% | +10.0% | Added |
| Mattern Wealth Management LLC | 5,228 | $824.0K | 0.26% | +5,228 | New |
| Philadelphia Trust Co | 5,340 | $826.0K | 0.06% | −210−3.8% | Reduced |
| Neville Rodie & Shaw Inc | 5,455 | $844.0K | 0.07% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 5,478 | $847.0K | 0.46% | −282−4.9% | Reduced |
| Empirical Finance, LLC | 5,487 | $849.0K | 0.14% | +800+17.1% | Added |
| Snowden Capital Advisors LLC | 5,522 | $854.2K | 0.04% | +943+20.6% | Added |
| Twin Capital Management Inc | 5,537 | $857.0K | 0.08% | −80−1.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,543 | $857.0K | 0.04% | +4,577+473.8% | Added |
| Conning Inc. | 5,544 | $858.0K | 0.02% | −535−8.8% | Reduced |
| ExodusPoint Capital Management, LP | 5,550 | $859.0K | 0.01% | −921−14.2% | Reduced |
| Avitas Wealth Management LLC | 5,570 | $862.0K | 0.15% | +195+3.6% | Added |
| Jump Financial, LLC | 5,572 | $862.0K | 0.08% | +5,572 | New |
| Meiji Yasuda Life Insurance Co | 5,610 | $868.0K | 0.02% | −598−9.6% | Reduced |
| Johnson Financial Group, Inc. | 5,664 | $876.0K | 0.06% | +283+5.3% | Added |
| Mountain Pacific Investment Advisers Inc | 5,738 | $888.0K | 0.06% | 00.0% | Unchanged |
| Allstate Corp | 5,754 | $890.0K | 0.03% | −1,083−15.8% | Reduced |
| Cetera Advisor Networks LLC | 5,774 | $893.0K | 0.01% | +1,129+24.3% | Added |
| Altium Wealth Management LLC | 5,811 | $899.0K | 0.07% | +249+4.5% | Added |
| Prelude Capital Management, LLC | 5,836 | $903.0K | 0.05% | +789+15.6% | Added |
| Hollencrest Capital Management | 5,907 | $914.0K | 0.08% | 00.0% | Unchanged |
| Arden Trust Co | 5,911 | $914.0K | 0.15% | +192+3.4% | Added |
| National Asset Management, Inc. | 5,955 | $919.0K | 0.03% | +3,120+110.1% | Added |
| AlphaStar Capital Management, LLC | 5,674 | $926.0K | 0.12% | +5,674 | New |
| JustInvest LLC | 6,034 | $933.0K | 0.10% | −1,217−16.8% | Reduced |
| Montag A & Associates Inc | 6,044 | $935.0K | 0.05% | −1,008−14.3% | Reduced |
| Centiva Capital, LP | 6,054 | $936.0K | 0.07% | +2,367+64.2% | Added |
| NEXT Financial Group, Inc | 6,075 | $940.0K | 0.08% | +1,585+35.3% | Added |
| Diversified Trust Co | 6,106 | $945.0K | 0.03% | +828+15.7% | Added |
| Dynamic Advisor Solutions LLC | 6,160 | $953.0K | 0.08% | −82−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,168 | $954.0K | 0.03% | −188−3.0% | Reduced |
| DuPont Capital Management Corp | 6,199 | $959.0K | 0.02% | −1,605−20.6% | Reduced |
| Oxinas Partners Wealth Management LLC | 6,252 | $967.0K | 0.55% | +6,252 | New |
| American National Registered Investment Advisor, Inc. | 6,266 | $969.0K | 0.35% | −72−1.1% | Reduced |
| Bellwether Advisors, LLC | 6,314 | $976.0K | 0.34% | −1,604−20.3% | Reduced |
| Glenview Trust Co | 6,335 | $980.0K | 0.04% | −1,710−21.3% | Reduced |
| Private Advisory Group LLC | 6,341 | $981.0K | 0.25% | +6,341 | New |
| Deseret Mutual Benefit Administrators | 6,408 | $991.0K | 0.24% | +6,408 | New |
| Greenleaf Trust | 6,428 | $994.0K | 0.01% | +381+6.3% | Added |
| Baker Tilly Wealth Management, LLC | 6,438 | $996.0K | 0.16% | −142−2.2% | Reduced |