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 |
|---|---|---|---|---|---|
| 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 |
| Ayalon Holdings Ltd. | 2,700 | $424.0K | 0.14% | +1,264+88.0% | Added |
| Riverview Trust Co | 2,737 | $423.0K | 0.45% | −49−1.8% | Reduced |
| Doliver Advisors, LP | 2,731 | $422.0K | 0.14% | −2,294−45.7% | Reduced |
| Lido Advisors, LLC | 2,714 | $420.0K | 0.01% | +725+36.5% | Added |
| Capital Advisors Inc | 2,669 | $413.0K | 0.01% | +8+0.3% | Added |
| Change Path, LLC | 2,664 | $412.0K | 0.03% | +2,664 | New |
| Winton Group Ltd | 2,656 | $411.0K | 0.02% | −1,013−27.6% | Reduced |
| 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 |
| Bailard, Inc. | 2,643 | $409.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,612 | $404.0K | 0.05% | −189−6.7% | Reduced |
| Fiera Capital Corp | 2,608 | $403.0K | 0.00% | +2+0.1% | Added |
| 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 |
| Lincoln National Corp | 2,586 | $400.0K | 0.01% | −2,596−50.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,547 | $394.0K | 0.09% | +18+0.7% | Added |
| HBW Advisory Services LLC | 2,529 | $391.0K | 0.10% | −367−12.7% | Reduced |
| LVW Advisors, LLC | 2,519 | $390.0K | 0.07% | −10−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 2,501 | $387.0K | 0.02% | +30+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 2,476 | $383.0K | 0.05% | +29+1.2% | Added |
| FourThought Financial, LLC | 2,474 | $382.0K | 0.05% | −641−20.6% | Reduced |
| Old Port Advisors | 2,394 | $380.0K | 0.14% | −262−9.9% | 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 |
| Private Trust Co NA | 2,415 | $374.0K | 0.06% | −3−0.1% | Reduced |
| 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 |
| EPG Wealth Management LLC | 2,397 | $371.0K | 0.16% | +352+17.2% | Added |
| Brinker Capital Investments, LLC | 2,366 | $366.0K | 0.00% | +519+28.1% | Added |
| E&G Advisors, LP | 0 | $363.0K | 0.10% | −2,348−100.0% | Reduced |
| SkyView Investment Advisors, LLC | 2,839 | $362.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| Two Sigma Securities, LLC | 2,320 | $359.0K | 0.09% | +352+17.9% | Added |
| Intersect Capital LLC | 2,303 | $356.0K | 0.06% | +219+10.5% | Added |
| Welch Group, LLC | 2,296 | $355.0K | 0.02% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 2,286 | $354.0K | 0.06% | −33−1.4% | Reduced |
| Capital Investment Advisors, LLC | 2,273 | $352.0K | 0.01% | +2,273 | New |
| KB Financial Partners, LLC | 2,271 | $351.0K | 0.13% | −199−8.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,258 | $349.0K | 0.22% | 00.0% | Unchanged |
| Old Dominion Capital Management Inc | 2,242 | $347.0K | 0.07% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,220 | $343.0K | 0.17% | +2+0.1% | Added |
| Prospera Financial Services Inc | 2,202 | $341.0K | 0.02% | +126+6.1% | 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 |
| 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 |
| Vantage Consulting Group Inc | 2,120 | $328.0K | 0.06% | +353+20.0% | 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 |
| Sequoia Financial Advisors, LLC | 2,108 | $326.0K | 0.01% | +216+11.4% | Added |
| 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 |
| Weather Gauge Advisory, LLC | 2,095 | $324.0K | 0.38% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,075 | $321.0K | 0.04% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,068 | $320.0K | 0.13% | −3,241−61.0% | Reduced |
| Adell Harriman & Carpenter Inc | 2,065 | $319.4K | 0.03% | +365+21.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $319.0K | 0.05% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,055 | $318.0K | 0.01% | +135+7.0% | Added |
| Strategic Wealth Management Group, LLC | 2,045 | $316.0K | 0.12% | −283−12.2% | Reduced |
| Evergreen Capital Management LLC | 2,032 | $314.0K | 0.02% | +133+7.0% | Added |
| 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 |
| City Holding Co | 1,963 | $304.0K | 0.05% | +1,963 | New |
| Brewin Dolphin Ltd | 1,960 | $303.2K | 0.01% | 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 |
| 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 |
| Washington Trust Co | 1,920 | $297.0K | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,885 | $292.0K | 0.09% | +358+23.4% | 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 |
| 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 |
| SeaCrest Wealth Management, LLC | 1,851 | $286.0K | 0.03% | +120+6.9% | Added |
| Harvest Investment Services, LLC | 1,833 | $283.0K | 0.12% | +1,833 | 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 |
| 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 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,766 | $273.0K | 0.04% | 00.0% | Unchanged |
| Marathon Capital Management | 1,759 | $272.0K | 0.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,755 | $271.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| 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 |
| Founders Financial Alliance, LLC | 1,689 | $261.0K | 0.12% | +104+6.6% | Added |