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, 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 | 2,129 | $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, 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 |
|---|---|---|---|---|---|
| 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 |
| Brightworth | 1,531 | $247.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,513 | $245.0K | 0.01% | −3−0.2% | Reduced |
| Check Capital Management Inc | 1,500 | $243.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| WSFS Capital Management, LLC | 1,486 | $241.0K | 0.11% | −18−1.2% | Reduced |
| Rosenberg Matthew Hamilton | 1,471 | $238.0K | 0.09% | +53+3.7% | Added |
| Paragon Capital Management Ltd | 1,466 | $237.0K | 0.04% | +96+7.0% | Added |
| Lincoln Capital LLC | 1,459 | $236.0K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,449 | $235.0K | 0.01% | −23−1.6% | Reduced |
| Chicago Trust Co NA | 1,430 | $231.0K | 0.05% | +1,430 | New |
| 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 |
| IMS Capital Management | 1,415 | $229.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| 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 |
| NBT Bank N A | 1,390 | $225.0K | 0.03% | +35+2.6% | Added |
| Buckingham Strategic Wealth, LLC | 1,385 | $224.0K | 0.00% | +58+4.4% | Added |
| Independent Financial Group, LLC | 1,377 | $223.0K | 0.02% | +1,377 | New |
| 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 |
| Harvest Investment Services, LLC | 1,340 | $217.0K | 0.09% | −493−26.9% | 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 |
| Oxinas Partners Wealth Management LLC | 1,325 | $215.0K | 0.13% | −4,927−78.8% | Reduced |
| Harbor Financial Services, LLC | 1,313 | $213.0K | 0.09% | −2,016−60.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,308 | $212.0K | 0.02% | +8+0.6% | Added |
| Eagle Global Advisors LLC | 1,305 | $211.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Human Investing LLC | 1,282 | $208.0K | 0.05% | +1,282 | 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 |
| 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 |
| Carolina Wealth Advisors, LLC | 1,261 | $204.0K | 0.14% | +224+21.6% | Added |
| Monetary Management Group Inc | 1,250 | $202.0K | 0.06% | +1,250 | New |
| Chesapeake Wealth Management | 1,240 | $201.0K | 0.07% | −55−4.2% | Reduced |
| Haverford Trust Co | 1,235 | $200.0K | 0.00% | +1,235 | New |
| Manchester Capital Management LLC | 1,192 | $193.0K | 0.03% | +1,042+694.7% | Added |
| Caldwell Trust Co | 1,162 | $188.2K | 0.02% | −375−24.4% | Reduced |
| Point72 Hong Kong Ltd | 1,162 | $188.0K | 0.01% | −32,962−96.6% | Reduced |
| Focused Wealth Management, Inc | 1,125 | $182.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,105 | $179.0K | 0.06% | +70+6.8% | Added |
| Itau Unibanco Holding S.A. | 1,080 | $175.0K | 0.01% | +1,080 | New |
| James Investment Research Inc | 1,068 | $173.0K | 0.02% | −356−25.0% | Reduced |
| Prentice Wealth Management LLC | 1,000 | $162.0K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 962 | $156.0K | 0.02% | +8+0.8% | Added |
| Seeyond | 960 | $155.0K | 0.01% | −7,626−88.8% | Reduced |
| Evermay Wealth Management LLC | 934 | $151.0K | 0.03% | +54+6.1% | Added |
| Kempen Capital Management N.V. | 918 | $149.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 919 | $148.8K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 915 | $148.0K | 0.00% | +915 | New |
| CX Institutional | 904 | $146.0K | 0.01% | +44+5.1% | Added |
| 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 |
| Laffer Tengler Investments | 892 | $144.5K | 0.04% | +892 | New |
| Carroll Financial Associates, Inc. | 887 | $143.0K | 0.01% | −391−30.6% | Reduced |
| Accel Wealth Management | 835 | $135.0K | 0.09% | +774+1,268.9% | Added |
| First Mercantile Trust Co | 829 | $134.0K | 0.02% | −101−10.9% | Reduced |
| Dividend Assets Capital, LLC | 752 | $122.0K | 0.02% | +150+24.9% | Added |
| Blueprint Investment Partners LLC | 748 | $121.0K | 0.06% | +748 | New |
| Parkside Financial Bank & Trust | 729 | $118.0K | 0.03% | +148+25.5% | Added |
| Private Capital Group, LLC | 701 | $114.0K | 0.03% | +1+0.1% | Added |
| Norway Savings Bank | 679 | $110.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 659 | $107.0K | 0.01% | −3,874−85.5% | Reduced |
| Global Retirement Partners, LLC | 649 | $105.0K | 0.01% | +85+15.1% | Added |
| Glassman Wealth Services | 605 | $98.0K | 0.02% | +181+42.7% | Added |
| TCI Wealth Advisors, Inc. | 592 | $96.0K | 0.02% | +78+15.2% | Added |
| Toth Financial Advisory Corp | 585 | $95.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| SOA Wealth Advisors, LLC. | 571 | $92.0K | 0.02% | +316+123.9% | Added |
| BBVA USA | 549 | $89.0K | 0.01% | −33−5.7% | Reduced |
| West Paces Advisors Inc. | 526 | $85.2K | 0.03% | −1−0.2% | Reduced |
| Gemmer Asset Management LLC | 519 | $84.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 513 | $83.0K | 0.03% | +100+24.2% | Added |
| Sutton Wealth Advisors Inc. | 512 | $82.9K | 0.03% | +4+0.8% | Added |
| Highlander Capital Management, LLC | 500 | $81.0K | 0.04% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 494 | $80.0K | 0.02% | +494 | New |
| Wolff Wiese Magana LLC | 475 | $77.0K | 0.05% | −58−10.9% | Reduced |
| Eagle Bay Advisors LLC | 465 | $76.0K | 0.04% | +1+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 460 | $75.0K | 0.01% | 00.0% | Unchanged |