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 |
|---|---|---|---|---|---|
| Mainstay Capital Management LLC | 1,500 | $242.0K | 0.14% | +1,500 | New |
| International Assets Investment Management, LLC | 27,382 | $242.0K | 0.04% | +27,382 | New |
| Check Capital Management Inc | 1,500 | $243.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,513 | $245.0K | 0.01% | −3−0.2% | Reduced |
| Brightworth | 1,531 | $247.0K | 0.02% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,534 | $248.0K | 0.21% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,530 | $248.0K | 0.22% | +1,530 | New |
| Simon Quick Advisors, LLC | 1,542 | $249.0K | 0.06% | +1,367+781.1% | Added |
| BSW Wealth Partners | 1,544 | $250.0K | 0.07% | +238+18.2% | Added |
| MUFG Americas Holdings Corp | 1,554 | $252.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,563 | $253.0K | 0.01% | +7+0.4% | Added |
| Legacy Financial Advisors, Inc. | 1,560 | $253.0K | 0.06% | +142+10.0% | Added |
| Arete Wealth Advisors, LLC | 5,116 | $254.0K | 0.03% | +5,116 | New |
| Taylor Hoffman Wealth Management | 1,540 | $256.0K | 0.11% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 1,582 | $256.0K | 0.02% | +1,582 | New |
| Firestone Capital Management | 1,661 | $257.0K | 0.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,589 | $257.0K | 0.07% | +216+15.7% | Added |
| Ancora Advisors, LLC | 1,589 | $257.0K | 0.01% | +1,533+2,737.5% | Added |
| CKW Financial Group | 1,550 | $258.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,612 | $261.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,640 | $265.0K | 0.01% | +161+10.9% | Added |
| Main Street Financial Solutions, LLC | 1,644 | $266.0K | 0.04% | +288+21.2% | Added |
| Dillon & Associates Inc | 1,650 | $267.0K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,646 | $267.0K | 0.04% | +188+12.9% | Added |
| Whittier Trust Co | 1,656 | $268.0K | 0.00% | +28+1.7% | Added |
| Wealth Alliance | 1,658 | $268.0K | 0.06% | +1,658 | New |
| BancorpSouth Bank | 1,660 | $269.0K | 0.04% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,675 | $271.0K | 0.13% | +75+4.7% | Added |
| Henshaw Capital LLC | 1,680 | $272.1K | 0.02% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 1,685 | $273.0K | 0.03% | +1,685 | New |
| ARGI Investment Services, LLC | 1,692 | $274.0K | 0.01% | +1,692 | New |
| BOK Financial Private Wealth, Inc. | 1,715 | $278.0K | 0.02% | +273+18.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,728 | $280.0K | 0.16% | −27−1.5% | Reduced |
| Prelude Capital Management, LLC | 1,737 | $281.0K | 0.02% | −4,099−70.2% | Reduced |
| First Heartland Consultants, Inc. | 1,738 | $282.0K | 0.04% | −2,304−57.0% | Reduced |
| Aptus Capital Advisors, LLC | 1,743 | $282.0K | 0.01% | +2+0.1% | Added |
| Marathon Capital Management | 1,759 | $285.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 1,760 | $285.0K | 0.01% | +913+107.8% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,766 | $286.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,768 | $286.0K | 0.03% | +363+25.8% | Added |
| Berman Capital Advisors, LLC | 1,779 | $288.0K | 0.05% | +378+27.0% | Added |
| First National Bank of Omaha | 1,797 | $291.0K | 0.01% | +50+2.9% | Added |
| TruWealth Advisors, LLC | 1,811 | $293.0K | 0.03% | 00.0% | Unchanged |
| Mathes Company, Inc. | 1,820 | $295.0K | 0.11% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 1,831 | $297.0K | 0.15% | +11+0.6% | Added |
| Founders Financial Alliance, LLC | 1,839 | $298.0K | 0.14% | +150+8.9% | Added |
| Titan Capital Management, LLC | 1,846 | $299.0K | 0.27% | +1,846 | New |
| Gsa Capital Partners LLP | 1,860 | $301.0K | 0.03% | −2,032−52.2% | Reduced |
| Humankind Investments LLC | 1,859 | $301.0K | 0.14% | +1,859 | New |
| NuWave Investment Management, LLC | 1,869 | $303.0K | 0.35% | −2,863−60.5% | Reduced |
| Proequities, Inc. | 1,874 | $303.0K | 0.02% | −6−0.3% | Reduced |
| Woodstock Corp | 1,880 | $305.0K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,884 | $305.0K | 0.06% | +1,884 | New |
| Wealthsource Partners, LLC | 1,889 | $306.0K | 0.03% | +1,889 | New |
| SeaCrest Wealth Management, LLC | 1,895 | $307.0K | 0.04% | +44+2.4% | Added |
| Bridgewater Advisors Inc. | 1,909 | $309.0K | 0.09% | +24+1.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,909 | $309.0K | 0.08% | +306+19.1% | Added |
| Brown Brothers Harriman & Co | 1,926 | $312.0K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,925 | $312.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 1,920 | $312.0K | 0.01% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 2,000 | $324.0K | 0.02% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,000 | $324.0K | 0.18% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $324.0K | 0.08% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $324.0K | 0.28% | +2,000 | New |
| Cim Investment Mangement Inc | 2,028 | $328.0K | 0.10% | −130−6.0% | Reduced |
| GYL Financial Synergies, LLC | 2,040 | $330.0K | 0.17% | −925−31.2% | Reduced |
| Pinnacle Family Advisors, LLC | 2,052 | $332.0K | 0.15% | −19,001−90.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $334.0K | 0.05% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,068 | $335.0K | 0.17% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,075 | $336.0K | 0.04% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,085 | $337.0K | 0.01% | +30+1.5% | Added |
| Weather Gauge Advisory, LLC | 2,095 | $339.0K | 0.44% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 2,112 | $342.0K | 0.04% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 2,075 | $345.0K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,164 | $350.0K | 0.01% | −612−22.0% | Reduced |
| Ingalls & Snyder LLC | 2,158 | $350.0K | 0.02% | +288+15.4% | Added |
| Bowen Hanes & Co Inc | 2,174 | $352.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,682 | $356.0K | 0.41% | +3,813+204.0% | Added |
| Compagnie Lombard Odier SCmA | 2,203 | $357.0K | 0.01% | +1,650+298.4% | Added |
| Vantage Consulting Group Inc | 2,213 | $358.0K | 0.08% | +93+4.4% | Added |
| StoneX Group Inc. | 2,213 | $359.0K | 0.05% | +510+29.9% | Added |
| FourThought Financial, LLC | 2,226 | $360.0K | 0.05% | −248−10.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,225 | $360.0K | 0.12% | −100−4.3% | Reduced |
| Ziegler Capital Management, LLC | 2,228 | $361.0K | 0.01% | −1,836−45.2% | Reduced |
| Keybank National Association | 2,232 | $362.0K | 0.00% | +548+32.5% | Added |
| Old Dominion Capital Management Inc | 2,242 | $363.0K | 0.08% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 2,250 | $364.4K | 0.01% | +290+14.8% | Added |
| Capital Investment Advisors, LLC | 2,256 | $365.0K | 0.01% | −17−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 2,254 | $365.0K | 0.03% | +443+24.5% | Added |
| Brinker Capital Investments, LLC | 2,366 | $366.0K | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,258 | $366.0K | 0.24% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,268 | $367.0K | 0.25% | +2,268 | New |
| Welch Group, LLC | 2,296 | $372.0K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,306 | $373.0K | 0.01% | +133+6.1% | Added |
| Whitener Capital Management, Inc. | 3,794 | $375.0K | 0.17% | −10−0.3% | Reduced |
| Roman Butler Fullerton & Co | 2,225 | $376.0K | 0.18% | +5+0.2% | Added |
| Evergreen Capital Management LLC | 2,322 | $376.0K | 0.02% | +290+14.3% | Added |
| Silvercrest Asset Management Group LLC | 2,326 | $377.0K | 0.00% | +10.0% | Added |
| Sargent Investment Group, LLC | 2,325 | $377.0K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 2,333 | $378.0K | 0.06% | −82−3.4% | Reduced |