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, Q4 2021
Institutional positions in Capital One Financial Corp as of Dec 31, 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
- 1,140
- +53 vs. Q3 2021
- Shares held
- 368.4M
- −14.2M (−3.7%) vs. Q3 2021
- Total value
- $53.4B
- −$8.51B (−13.7%) vs. Q3 2021
- New holders
- 166
- 393 more added
- Sold out
- 113
- 419 more reduced
20 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MUFG Americas Holdings Corp | 1,490 | $216.0K | 0.00% | −64−4.1% | Reduced |
| LS Investment Advisors, LLC | 1,496 | $217.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,495 | $217.0K | 0.06% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,500 | $218.0K | 0.06% | −1,000−40.0% | Reduced |
| Check Capital Management Inc | 1,500 | $218.0K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,518 | $220.0K | 0.08% | +32+2.2% | Added |
| IFP Advisors, Inc | 1,558 | $222.0K | 0.00% | −1,324−45.9% | Reduced |
| Financial Architects, Inc | 1,536 | $223.0K | 0.03% | −1,550−50.2% | Reduced |
| Taylor Hoffman Wealth Management | 1,540 | $223.0K | 0.08% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,534 | $223.0K | 0.18% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,542 | $224.0K | 0.02% | −16,849−91.6% | Reduced |
| Brightworth | 1,562 | $227.0K | 0.02% | +31+2.0% | Added |
| Accel Wealth Management | 1,588 | $230.0K | 0.11% | +753+90.2% | Added |
| Maven Securities LTD | 1,582 | $230.0K | 0.03% | +1,582 | New |
| Marathon Capital Management | 1,595 | $231.0K | 0.05% | −164−9.3% | Reduced |
| Tectonic Advisors LLC | 1,594 | $231.0K | 0.04% | +320+25.1% | Added |
| Total Clarity Wealth Management, Inc. | 1,600 | $232.0K | 0.11% | −75−4.5% | Reduced |
| Marcum Wealth, LLC | 1,598 | $232.0K | 0.03% | +196+14.0% | Added |
| Covington Capital Management | 1,613 | $234.0K | 0.01% | +50+3.2% | Added |
| MAI Capital Management | 1,619 | $235.0K | 0.00% | −877−35.1% | Reduced |
| Carolina Wealth Advisors, LLC | 1,633 | $237.0K | 0.13% | +372+29.5% | Added |
| Sentinel Trust Co Lba | 1,633 | $237.0K | 0.03% | +1,633 | New |
| Evergreen Wealth Solutions, LLC | 1,640 | $238.0K | 0.22% | +1,640 | New |
| Dillon & Associates Inc | 1,650 | $239.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 1,656 | $240.0K | 0.00% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 2,046 | $240.1K | 0.11% | +2,046 | New |
| BancorpSouth Bank | 1,660 | $241.0K | 0.03% | 00.0% | Unchanged |
| Henshaw Capital LLC | 1,680 | $243.8K | 0.01% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 1,686 | $245.0K | 0.02% | +104+6.6% | Added |
| Ameritas Advisory Services, LLC | 1,691 | $245.0K | 0.01% | +1,691 | New |
| ARGI Investment Services, LLC | 1,697 | $246.0K | 0.01% | +5+0.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,728 | $251.0K | 0.13% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,773 | $257.0K | 0.03% | +127+7.7% | Added |
| Hamilton Point Investment Advisors, LLC | 1,778 | $258.0K | 0.06% | +428+31.7% | Added |
| Aptus Capital Advisors, LLC | 1,785 | $259.0K | 0.01% | +42+2.4% | Added |
| Endurance Wealth Management, Inc. | 1,787 | $259.0K | 0.03% | +175+10.9% | Added |
| Bridgewater Advisors Inc. | 1,796 | $261.0K | 0.06% | −113−5.9% | Reduced |
| First National Bank of Omaha | 1,797 | $261.0K | 0.01% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,804 | $262.0K | 0.06% | −105−5.5% | Reduced |
| Proequities, Inc. | 1,803 | $262.0K | 0.01% | −71−3.8% | Reduced |
| TruWealth Advisors, LLC | 1,811 | $263.0K | 0.03% | 00.0% | Unchanged |
| Mathes Company, Inc. | 1,820 | $264.0K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 1,818 | $264.0K | 0.12% | +420+30.0% | Added |
| Benchmark Investment Advisors LLC | 1,834 | $266.0K | 0.22% | +1,834 | New |
| Reston Wealth Management LLC | 1,837 | $267.0K | 0.13% | +6+0.3% | Added |
| Moneta Group Investment Advisors LLC | 1,854 | $269.0K | 0.01% | +502+37.1% | Added |
| Laurel Wealth Advisors, Inc. | 1,854 | $269.0K | 0.02% | +1,854 | New |
| SeaCrest Wealth Management, LLC | 1,868 | $271.0K | 0.03% | −27−1.4% | Reduced |
| Founders Financial Alliance, LLC | 1,868 | $271.0K | 0.11% | +29+1.6% | Added |
| Wealth Alliance | 1,869 | $271.0K | 0.05% | +211+12.7% | Added |
| Woodstock Corp | 1,880 | $273.0K | 0.03% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 1,890 | $276.0K | 0.08% | +1,890 | New |
| Brown Brothers Harriman & Co | 1,926 | $279.0K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,925 | $279.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,938 | $281.0K | 0.08% | −542−21.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,967 | $285.0K | 0.02% | +699+55.1% | Added |
| Penserra Capital Management LLC | 1,980 | $287.0K | 0.01% | +340+20.7% | Added |
| Duality Advisers, LP | 1,985 | $288.0K | 0.03% | −45,426−95.8% | Reduced |
| Wesbanco Bank Inc | 1,986 | $288.0K | 0.01% | −99−4.7% | Reduced |
| Cim Investment Mangement Inc | 1,982 | $288.0K | 0.09% | −46−2.3% | Reduced |
| Proffitt & Goodson Inc | 1,989 | $289.0K | 0.05% | −1,129−36.2% | Reduced |
| Wealthsource Partners, LLC | 1,993 | $289.0K | 0.02% | +104+5.5% | Added |
| Gamble Jones Investment Counsel | 2,000 | $290.0K | 0.02% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $290.0K | 0.23% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $290.0K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,006 | $291.0K | 0.02% | −929−31.7% | Reduced |
| 1776 Wealth LLC | 2,003 | $291.0K | 0.16% | +3+0.2% | Added |
| J.W. Cole Advisors, Inc. | 2,061 | $299.0K | 0.02% | −193−8.6% | Reduced |
| Camelot Portfolios, LLC | 2,063 | $299.0K | 0.12% | −5−0.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $299.0K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,076 | $301.0K | 0.01% | −612−22.8% | Reduced |
| Naples Global Advisors, LLC | 2,075 | $301.0K | 0.03% | 00.0% | Unchanged |
| Finivi Inc. | 2,080 | $301.7K | 0.32% | +2,080 | New |
| GYL Financial Synergies, LLC | 2,090 | $303.0K | 0.08% | +50+2.5% | Added |
| Ellevest, Inc. | 2,092 | $304.0K | 0.03% | +324+18.3% | Added |
| Cary Street Partner Investment Advisory LLC | 2,100 | $305.0K | 0.08% | −125−5.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,112 | $306.0K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,111 | $307.0K | 0.02% | +2,111 | New |
| Integrated Investment Consultants, LLC | 2,149 | $312.0K | 0.08% | +653+43.6% | Added |
| Ingalls & Snyder LLC | 2,158 | $313.0K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,166 | $314.0K | 0.60% | −1,290−37.3% | Reduced |
| Fiduciary Trust Co | 2,164 | $314.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,169 | $315.0K | 0.04% | −702−24.5% | Reduced |
| Bowen Hanes & Co Inc | 2,174 | $315.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,169 | $315.0K | 0.00% | +2,169 | New |
| Stonnington Group, LLC | 2,000 | $317.0K | 0.07% | +2,000 | New |
| FourThought Financial, LLC | 2,190 | $318.0K | 0.04% | −36−1.6% | Reduced |
| Compagnie Lombard Odier SCmA | 2,203 | $319.0K | 0.01% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 2,205 | $320.0K | 0.01% | −23−1.0% | Reduced |
| Bridgefront Capital, LLC | 2,214 | $321.0K | 0.31% | −1,892−46.1% | Reduced |
| Roman Butler Fullerton & Co | 2,227 | $323.0K | 0.14% | +2+0.1% | Added |
| Guardian Capital Advisors LP | 2,050 | $326.0K | 0.03% | −25−1.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,258 | $328.0K | 0.19% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,259 | $328.0K | 0.01% | +3+0.1% | Added |
| WMS Partners, LLC | 2,271 | $329.0K | 0.07% | −60−2.6% | Reduced |
| Marion Wealth Management | 2,266 | $329.0K | 0.16% | +2,266 | New |
| Evergreen Capital Management LLC | 2,275 | $330.0K | 0.01% | −47−2.0% | Reduced |
| Private Trust Co NA | 2,278 | $331.0K | 0.05% | −55−2.4% | Reduced |
| Money Concepts Capital Corp | 2,289 | $332.0K | 0.03% | +2,289 | New |
| Welch Group, LLC | 2,296 | $333.0K | 0.02% | 00.0% | Unchanged |