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, Q3 2021
Institutional positions in Capital One Financial Corp as of Sep 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
- 1,107
- −3 vs. Q2 2021
- Shares held
- 384.3M
- −14.6M (−3.7%) vs. Q2 2021
- Total value
- $62.2B
- +$549.3M (+0.9%) vs. Q2 2021
- New holders
- 93
- 393 more added
- Sold out
- 96
- 436 more reduced
12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 370 | $60.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $64.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 400 | $65.0K | 0.00% | −10,557−96.3% | Reduced |
| Hanson & Doremus Investment Management | 424 | $69.0K | 0.02% | +47+12.5% | Added |
| Silvant Capital Management LLC | 444 | $72.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 445 | $72.0K | 0.03% | 00.0% | Unchanged |
| Ossiam | 451 | $73.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 460 | $75.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 465 | $76.0K | 0.04% | +1+0.2% | Added |
| Wolff Wiese Magana LLC | 475 | $77.0K | 0.05% | −58−10.9% | Reduced |
| Cahill Financial Advisors Inc | 494 | $80.0K | 0.02% | +494 | New |
| Highlander Capital Management, LLC | 500 | $81.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 512 | $82.9K | 0.03% | +4+0.8% | Added |
| Pinnacle Bancorp, Inc. | 513 | $83.0K | 0.03% | +100+24.2% | Added |
| Gemmer Asset Management LLC | 519 | $84.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 526 | $85.2K | 0.03% | −1−0.2% | Reduced |
| BBVA USA | 549 | $89.0K | 0.01% | −33−5.7% | Reduced |
| SOA Wealth Advisors, LLC. | 571 | $92.0K | 0.02% | +316+123.9% | Added |
| Concord Wealth Partners | 581 | $94.0K | 0.04% | −260−30.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 581 | $94.0K | 0.02% | +102+21.3% | Added |
| Toth Financial Advisory Corp | 585 | $95.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 592 | $96.0K | 0.02% | +78+15.2% | Added |
| Glassman Wealth Services | 605 | $98.0K | 0.02% | +181+42.7% | Added |
| Global Retirement Partners, LLC | 649 | $105.0K | 0.01% | +85+15.1% | Added |
| Belpointe Asset Management LLC | 659 | $107.0K | 0.01% | −3,874−85.5% | Reduced |
| Norway Savings Bank | 679 | $110.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Group, LLC | 701 | $114.0K | 0.03% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 729 | $118.0K | 0.03% | +148+25.5% | Added |
| Blueprint Investment Partners LLC | 748 | $121.0K | 0.06% | +748 | New |
| Dividend Assets Capital, LLC | 752 | $122.0K | 0.02% | +150+24.9% | Added |
| First Mercantile Trust Co | 829 | $134.0K | 0.02% | −101−10.9% | Reduced |
| Accel Wealth Management | 835 | $135.0K | 0.09% | +774+1,268.9% | Added |
| Carroll Financial Associates, Inc. | 887 | $143.0K | 0.01% | −391−30.6% | Reduced |
| Laffer Tengler Investments | 892 | $144.5K | 0.04% | +892 | New |
| Benjamin F. Edwards & Company, Inc. | 894 | $145.0K | 0.01% | −4,649−83.9% | Reduced |
| IMA Wealth, Inc. | 897 | $145.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 904 | $146.0K | 0.01% | +44+5.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 915 | $148.0K | 0.00% | +915 | New |
| Anchor Investment Management, LLC | 919 | $148.8K | 0.02% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 918 | $149.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 934 | $151.0K | 0.03% | +54+6.1% | Added |
| Seeyond | 960 | $155.0K | 0.01% | −7,626−88.8% | Reduced |
| SRS Capital Advisors, Inc. | 962 | $156.0K | 0.02% | +8+0.8% | Added |
| Prentice Wealth Management LLC | 1,000 | $162.0K | 0.08% | 00.0% | Unchanged |
| James Investment Research Inc | 1,068 | $173.0K | 0.02% | −356−25.0% | Reduced |
| Itau Unibanco Holding S.A. | 1,080 | $175.0K | 0.01% | +1,080 | New |
| JJJ Advisors Inc. | 1,105 | $179.0K | 0.06% | +70+6.8% | Added |
| Focused Wealth Management, Inc | 1,125 | $182.0K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,162 | $188.0K | 0.01% | −32,962−96.6% | Reduced |
| Caldwell Trust Co | 1,162 | $188.2K | 0.02% | −375−24.4% | Reduced |
| Manchester Capital Management LLC | 1,192 | $193.0K | 0.03% | +1,042+694.7% | Added |
| Haverford Trust Co | 1,235 | $200.0K | 0.00% | +1,235 | New |
| Chesapeake Wealth Management | 1,240 | $201.0K | 0.07% | −55−4.2% | Reduced |
| Monetary Management Group Inc | 1,250 | $202.0K | 0.06% | +1,250 | New |
| Carolina Wealth Advisors, LLC | 1,261 | $204.0K | 0.14% | +224+21.6% | Added |
| Dorsey & Whitney Trust CO LLC | 1,268 | $206.0K | 0.02% | +1,268 | New |
| Tectonic Advisors LLC | 1,274 | $206.0K | 0.04% | +1,274 | New |
| Two Sigma Securities, LLC | 1,277 | $207.0K | 0.04% | −1,043−45.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,281 | $207.0K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 1,280 | $207.0K | 0.07% | +1,280 | New |
| Investment House LLC | 1,278 | $207.0K | 0.02% | +1,278 | New |
| Integrated Advisors Network LLC | 1,278 | $207.0K | 0.01% | +1,278 | New |
| Newport Capital Group, LLC | 1,280 | $207.0K | 0.16% | +1,280 | New |
| Human Investing LLC | 1,282 | $208.0K | 0.05% | +1,282 | New |
| Ritholtz Wealth Management | 1,292 | $209.0K | 0.01% | −19−1.4% | Reduced |
| Winthrop Advisory Group LLC | 1,293 | $209.0K | 0.05% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,290 | $209.0K | 0.03% | +1,290 | New |
| Eagle Global Advisors LLC | 1,305 | $211.0K | 0.01% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,308 | $212.0K | 0.02% | +8+0.6% | Added |
| Harbor Financial Services, LLC | 1,313 | $213.0K | 0.09% | −2,016−60.6% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,325 | $215.0K | 0.13% | −4,927−78.8% | Reduced |
| Smithfield Trust Co | 1,334 | $216.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,333 | $216.0K | 0.13% | +1,208+966.4% | Added |
| Perigon Wealth Management, LLC | 1,331 | $216.0K | 0.02% | +1,331 | New |
| Harvest Investment Services, LLC | 1,340 | $217.0K | 0.09% | −493−26.9% | Reduced |
| Equitable Trust Co | 1,352 | $219.0K | 0.01% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 1,350 | $219.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,350 | $219.0K | 0.05% | +23+1.7% | Added |
| Moneta Group Investment Advisors LLC | 1,352 | $219.0K | 0.01% | +33+2.5% | Added |
| Independent Financial Group, LLC | 1,377 | $223.0K | 0.02% | +1,377 | New |
| Buckingham Strategic Wealth, LLC | 1,385 | $224.0K | 0.00% | +58+4.4% | Added |
| NBT Bank N A | 1,390 | $225.0K | 0.03% | +35+2.6% | Added |
| Brookstone Capital Management | 1,397 | $226.0K | 0.00% | −67,183−98.0% | Reduced |
| Eqis Capital Management, Inc. | 1,398 | $226.0K | 0.02% | −28−2.0% | Reduced |
| State of Wyoming | 1,398 | $227.0K | 0.15% | −485−25.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,399 | $227.0K | 0.05% | +70+5.3% | Added |
| Campbell & CO Investment Adviser LLC | 1,400 | $227.0K | 0.07% | +1,400 | New |
| Marcum Wealth, LLC | 1,402 | $227.0K | 0.04% | +1,402 | New |
| IMS Capital Management | 1,415 | $229.0K | 0.13% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,420 | $230.0K | 0.00% | −101−6.6% | Reduced |
| Valeo Financial Advisors, LLC | 1,418 | $230.0K | 0.01% | +1,418 | New |
| Chicago Trust Co NA | 1,430 | $231.0K | 0.05% | +1,430 | New |
| First Citizens Bank & Trust Co | 1,449 | $235.0K | 0.01% | −23−1.6% | Reduced |
| Lincoln Capital LLC | 1,459 | $236.0K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,466 | $237.0K | 0.04% | +96+7.0% | Added |
| Rosenberg Matthew Hamilton | 1,471 | $238.0K | 0.09% | +53+3.7% | Added |
| WSFS Capital Management, LLC | 1,486 | $241.0K | 0.11% | −18−1.2% | Reduced |
| LS Investment Advisors, LLC | 1,496 | $242.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,495 | $242.0K | 0.07% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,496 | $242.0K | 0.07% | +91+6.5% | Added |