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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 23,500 | $3.63M | 0.20% | −500−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,494 | $3.63M | 0.07% | +84+0.4% | Added |
| AE Wealth Management LLC | 23,379 | $3.62M | 0.03% | −13,688−36.9% | Reduced |
| Second Curve Capital LLC | 23,219 | $3.59M | 4.58% | +4,719+25.5% | Added |
| Gotham Asset Management, LLC | 23,034 | $3.56M | 0.15% | +13,339+137.6% | Added |
| Avantax Advisory Services, Inc. | 22,901 | $3.54M | 0.06% | −40−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 22,972 | $3.53M | 0.72% | +1,790+8.5% | Added |
| Rockefeller Capital Management L.P. | 22,660 | $3.50M | 0.02% | +2,890+14.6% | Added |
| Regentatlantic Capital LLC | 22,536 | $3.49M | 0.11% | +1,712+8.2% | Added |
| Paloma Partners Management Co | 22,503 | $3.48M | 0.09% | −11,004−32.8% | Reduced |
| Wright Investors Service Inc | 22,496 | $3.48M | 0.94% | −5,813−20.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 22,391 | $3.46M | 0.05% | −10,989−32.9% | Reduced |
| Cinctive Capital Management LP | 21,482 | $3.32M | 0.18% | +21,482 | New |
| Moloney Securities Asset Management, LLC | 21,405 | $3.31M | 0.60% | +21,405 | New |
| DF Dent & Co Inc | 21,247 | $3.29M | 0.03% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 21,053 | $3.26M | 1.42% | +19,023+937.1% | Added |
| E. Ohman J:or Asset Management AB | 21,000 | $3.25M | 0.10% | +4,000+23.5% | Added |
| Capstone Investment Advisors, LLC | 20,992 | $3.25M | 0.08% | +20,992 | New |
| Northwestern Mutual Investment Management Company, LLC | 20,502 | $3.17M | 0.05% | −317−1.5% | Reduced |
| Telemus Capital, LLC | 20,441 | $3.16M | 0.23% | +212+1.0% | Added |
| Affinity Investment Advisors, LLC | 20,390 | $3.15M | 1.42% | −9,360−31.5% | Reduced |
| GenTrust, LLC | 20,370 | $3.15M | 0.27% | 00.0% | Unchanged |
| Advisor Partners LLC | 20,343 | $3.15M | 0.21% | +243+1.2% | Added |
| Intercontinental Wealth Advisors, LLC | 20,303 | $3.14M | 0.62% | −375−1.8% | Reduced |
| Crestline Management, LP | 20,000 | $3.09M | 0.27% | +20,000 | New |
| Citizens Business Bank | 19,900 | $3.08M | 0.40% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 19,711 | $3.05M | 0.09% | −35−0.2% | Reduced |
| Cornercap Investment Counsel Inc | 19,651 | $3.04M | 0.34% | +2,386+13.8% | Added |
| Cadence Bank NA | 19,592 | $3.03M | 0.91% | +119+0.6% | Added |
| Valley National Advisers Inc | 19,354 | $2.99M | 0.55% | −438−2.2% | Reduced |
| Anderson Hoagland & Co | 19,154 | $2.96M | 0.38% | +664+3.6% | Added |
| Sumitomo Life Insurance Co | 18,992 | $2.94M | 0.09% | −2,956−13.5% | Reduced |
| World Asset Management Inc | 18,978 | $2.94M | 0.27% | −2,415−11.3% | Reduced |
| Legacy Private Trust Co. | 18,826 | $2.91M | 0.25% | −507−2.6% | Reduced |
| Wellington Shields Capital Management, LLC | 18,705 | $2.89M | 0.35% | +1,407+8.1% | Added |
| Factorial Partners, LLC | 18,600 | $2.88M | 1.94% | −22,500−54.7% | Reduced |
| TD Private Client Wealth LLC | 18,569 | $2.87M | 0.12% | +11,370+157.9% | Added |
| Cullen/Frost Bankers, Inc. | 18,458 | $2.85M | 0.06% | −392−2.1% | Reduced |
| Tufton Capital Management | 18,446 | $2.85M | 0.47% | −78−0.4% | Reduced |
| Vontobel Holding Ltd. | 18,486 | $2.85M | 0.02% | −3,354−15.4% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 18,282 | $2.83M | 2.08% | +18,282 | New |
| Piershale Financial Group, Inc. | 18,201 | $2.82M | 1.11% | +18,201 | New |
| Boston Private Wealth LLC | 18,056 | $2.79M | 0.04% | +407+2.3% | Added |
| YHB Investment Advisors, Inc. | 18,019 | $2.79M | 0.24% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 18,005 | $2.79M | 0.04% | −1,466−7.5% | Reduced |
| Asio Capital, LLC | 17,805 | $2.75M | 0.97% | −1,280−6.7% | Reduced |
| NorthCoast Asset Management LLC | 17,708 | $2.74M | 0.10% | +14,762+501.1% | Added |
| Eagle Asset Management Inc | 17,673 | $2.73M | 0.01% | +169+1.0% | Added |
| Heritage Trust Co | 17,332 | $2.68M | 0.38% | +47+0.3% | Added |
| Achmea Investment Management B.V. | 17,165 | $2.65M | 0.09% | 00.0% | Unchanged |
| Quantbot Technologies LP | 17,158 | $2.65M | 0.21% | +17,158 | New |
| SG Americas Securities, LLC | 17,073 | $2.64M | 0.01% | −13,921−44.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,057 | $2.64M | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 16,711 | $2.58M | 0.36% | −5,048−23.2% | Reduced |
| Culbertson A N & Co Inc | 16,605 | $2.57M | 0.54% | +580+3.6% | Added |
| Bridges Investment Management Inc | 16,570 | $2.56M | 0.08% | 00.0% | Unchanged |
| Agf Investments Inc. | 16,483 | $2.55M | 0.02% | +437+2.7% | Added |
| Teza Capital Management LLC | 16,467 | $2.55M | 0.41% | +16,467 | New |
| Pinnacle Associates Ltd | 16,429 | $2.54M | 0.05% | +2,122+14.8% | Added |
| Busey Wealth Management | 16,402 | $2.54M | 0.12% | −862−5.0% | Reduced |
| Fulton Bank, N.A. | 16,260 | $2.52M | 0.12% | +243+1.5% | Added |
| Graypoint LLC | 16,236 | $2.51M | 0.33% | +134+0.8% | Added |
| Banco Santander, S.A. | 16,227 | $2.51M | 0.01% | −5,193−24.2% | Reduced |
| Baldwin Investment Management, LLC | 16,095 | $2.49M | 0.42% | +125+0.8% | Added |
| Continental Advisors LLC | 15,710 | $2.43M | 1.72% | −10,000−38.9% | Reduced |
| Stratos Wealth Partners, LTD. | 15,662 | $2.42M | 0.06% | +7,568+93.5% | Added |
| Ethic Inc. | 15,651 | $2.42M | 0.29% | +6,450+70.1% | Added |
| Peak Financial Advisors LLC | 15,580 | $2.41M | 2.07% | +1,736+12.5% | Added |
| Oarsman Capital, Inc. | 15,480 | $2.40M | 0.95% | +3,807+32.6% | Added |
| Hudson Canyon Capital Management | 15,462 | $2.39M | 1.79% | −1,201−7.2% | Reduced |
| Triasima Portfolio Management inc. | 15,300 | $2.37M | 0.12% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 15,220 | $2.35M | 0.09% | −13−0.1% | Reduced |
| Alaska Permanent Fund Corp | 15,200 | $2.35M | 0.04% | +15,200 | New |
| Orbis Allan Gray Ltd | 15,179 | $2.35M | 0.01% | −7,336−32.6% | Reduced |
| PCJ Investment Counsel Ltd. | 15,000 | $2.32M | 0.87% | +15,000 | New |
| Shay Capital LLC | 15,000 | $2.32M | 0.55% | +15,000 | New |
| Aviance Capital Partners, LLC | 14,977 | $2.32M | 0.41% | +95+0.6% | Added |
| Legato Capital Management LLC | 14,977 | $2.32M | 0.33% | +14,977 | New |
| Circle Wealth Management, LLC | 14,957 | $2.31M | 0.33% | −856−5.4% | Reduced |
| Hayden Royal, LLC | 14,924 | $2.31M | 1.27% | +14,924 | New |
| Creative Planning | 14,889 | $2.30M | 0.00% | −866−5.5% | Reduced |
| Ibex Wealth Advisors | 14,874 | $2.30M | 0.46% | +367+2.5% | Added |
| Bollard Group LLC | 14,875 | $2.30M | 0.07% | +2,700+22.2% | Added |
| GWM Advisors LLC | 14,738 | $2.28M | 0.06% | +592+4.2% | Added |
| Westbourne Investment Advisors, Inc. | 14,660 | $2.27M | 1.03% | −640−4.2% | Reduced |
| Mariner, LLC | 14,586 | $2.26M | 0.01% | +480+3.4% | Added |
| Associated Banc-Corp | 14,574 | $2.25M | 0.09% | −517−3.4% | Reduced |
| Peapack Gladstone Financial Corp | 14,173 | $2.19M | 0.05% | −95−0.7% | Reduced |
| ACG Wealth | 14,157 | $2.19M | 0.28% | +673+5.0% | Added |
| Cigna Investments Inc | 14,149 | $2.19M | 0.16% | −2,389−14.4% | Reduced |
| Somerset Trust Co | 14,007 | $2.17M | 0.88% | −18−0.1% | Reduced |
| Crestwood Advisors Group LLC | 13,936 | $2.16M | 0.06% | −60,601−81.3% | Reduced |
| Brown Advisory Inc | 13,910 | $2.15M | 0.00% | −145−1.0% | Reduced |
| Wolf Group Capital Advisors | 13,871 | $2.15M | 1.15% | −775−5.3% | Reduced |
| Ramiah Investment Group | 13,868 | $2.15M | 1.54% | +13,868 | New |
| Norinchukin Bank, The | 13,758 | $2.13M | 0.03% | −418−2.9% | Reduced |
| Tower Research Capital LLC (TRC) | 13,561 | $2.10M | 0.05% | −46,781−77.5% | Reduced |
| Cetera Investment Advisers | 13,484 | $2.09M | 0.03% | +8,572+174.5% | Added |
| OPSEU Pension Plan Trust Fund | 12,607 | $2.00M | 0.51% | +12,607 | New |
| Bank Ozk | 12,893 | $2.00M | 0.88% | −81−0.6% | Reduced |