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, 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 | 2,129 | $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, 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 |
|---|---|---|---|---|---|
| Keybank National Association | 1,684 | $260.0K | 0.00% | +54+3.3% | Added |
| Henshaw Capital LLC | 1,680 | $259.9K | 0.02% | +1,680 | New |
| BancorpSouth Bank | 1,660 | $257.0K | 0.04% | 00.0% | Unchanged |
| Firestone Capital Management | 1,661 | $257.0K | 0.09% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,650 | $256.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 1,628 | $252.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,623 | $251.0K | 0.01% | +1,623 | 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 |
| 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 |
| Fox Run Management, L.L.C. | 1,566 | $242.0K | 0.22% | +1,566 | 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 |
| Taylor Hoffman Wealth Management | 1,540 | $238.0K | 0.10% | +1,540 | New |
| Caldwell Trust Co | 1,537 | $237.8K | 0.03% | 00.0% | Unchanged |
| Brightworth | 1,531 | $237.0K | 0.02% | +1,531 | New |
| Charter Research & Investment Group, Inc. | 1,534 | $237.0K | 0.20% | +1,534 | New |
| Martingale Asset Management L P | 1,521 | $236.0K | 0.00% | −1,081−41.5% | Reduced |
| Umb Bank N A | 1,516 | $234.0K | 0.01% | +1,516 | 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 |
| Check Capital Management Inc | 1,500 | $232.0K | 0.02% | +1,500 | 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 |
| 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 |
| 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 |
| 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 |
| First National Bank of Omaha | 1,747 | $222.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,426 | $221.0K | 0.02% | +1,426 | New |
| James Investment Research Inc | 1,424 | $220.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Berman Capital Advisors, LLC | 1,401 | $215.0K | 0.03% | +453+47.8% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Moneta Group Investment Advisors LLC | 1,319 | $204.0K | 0.01% | +1,319 | New |
| Ritholtz Wealth Management | 1,311 | $203.0K | 0.01% | +1,311 | 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 |
| Cape Cod Five Cents Savings Bank | 1,300 | $201.0K | 0.02% | +1,300 | New |
| 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 |
| Thompson Siegel & Walmsley LLC | 1,281 | $198.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,278 | $197.0K | 0.01% | +429+50.5% | Added |
| Leonteq Securities AG | 1,233 | $190.7K | 0.01% | +275+28.7% | Added |
| Focused Wealth Management, Inc | 1,125 | $174.0K | 0.03% | −550−32.8% | Reduced |
| CVA Family Office, LLC | 1,092 | $169.0K | 0.05% | +627+134.8% | Added |
| 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 |
| 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 |
| Prentice Wealth Management LLC | 1,000 | $155.0K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 954 | $148.0K | 0.02% | +954 | New |
| First Mercantile Trust Co | 930 | $144.0K | 0.02% | −110−10.6% | Reduced |
| Anchor Investment Management, LLC | 919 | $142.2K | 0.02% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 918 | $142.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 913 | $141.0K | 0.00% | +259+39.6% | Added |
| IMA Wealth, Inc. | 897 | $139.0K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 905 | $139.0K | 0.05% | +905 | New |
| Evermay Wealth Management LLC | 880 | $136.0K | 0.03% | +880 | New |
| CX Institutional | 860 | $133.0K | 0.01% | +134+18.5% | Added |
| Concord Wealth Partners | 841 | $130.0K | 0.04% | −488−36.7% | Reduced |
| Tarbox Family Office, Inc. | 779 | $121.0K | 0.02% | +541+227.3% | Added |
| Atlas Capital Advisors LLC | 708 | $109.5K | 0.02% | +228+47.5% | Added |
| Private Capital Group, LLC | 700 | $108.0K | 0.02% | +174+33.1% | Added |
| Norway Savings Bank | 679 | $105.0K | 0.05% | +52+8.3% | Added |
| Dividend Assets Capital, LLC | 602 | $93.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 564 | $87.0K | 0.01% | +30+5.6% | Added |
| Compagnie Lombard Odier SCmA | 553 | $86.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 533 | $83.0K | 0.06% | +134+33.6% | Added |
| West Paces Advisors Inc. | 527 | $81.5K | 0.03% | −42−7.4% | Reduced |
| 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 |
| Sutton Wealth Advisors Inc. | 508 | $78.6K | 0.03% | +7+1.4% | Added |
| Highlander Capital Management, LLC | 500 | $77.0K | 0.04% | 00.0% | Unchanged |