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 |
|---|---|---|---|---|---|
| Humankind Investments LLC | 2,300 | $334.0K | 0.13% | +441+23.7% | Added |
| Silvercrest Asset Management Group LLC | 2,326 | $337.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 2,325 | $337.0K | 0.01% | +75+3.3% | Added |
| Ballentine Partners, LLC | 2,327 | $338.0K | 0.01% | +21+0.9% | Added |
| Almanack Investment Partners, LLC. | 2,349 | $341.0K | 0.03% | −55−2.3% | Reduced |
| E&G Advisors, LP | 2,348 | $341.0K | 0.09% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,358 | $342.0K | 0.03% | −759−24.4% | Reduced |
| Axiom Financial Strategies, LLC | 2,364 | $343.0K | 0.16% | 00.0% | Unchanged |
| Insight Inv LLC | 2,392 | $347.0K | 0.32% | +2,392 | New |
| First International Bank & Trust | 2,401 | $348.0K | 0.12% | +2,401 | New |
| Alps Advisors Inc | 2,402 | $349.0K | 0.00% | +48+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,414 | $350.0K | 0.17% | +2,414 | New |
| Keybank National Association | 2,416 | $351.0K | 0.00% | +184+8.2% | Added |
| Verdence Capital Advisors LLC | 2,430 | $353.0K | 0.04% | −14,123−85.3% | Reduced |
| Meristem Family Wealth, LLC | 2,430 | $353.0K | 0.03% | +10.0% | Added |
| Cornerstone Investment Partners, LLC | 2,446 | $355.0K | 0.02% | −239,229−99.0% | Reduced |
| Vantage Consulting Group Inc | 2,448 | $355.0K | 0.10% | +235+10.6% | Added |
| Syntax Advisors, LLC | 2,448 | $355.0K | 0.26% | +2,448 | New |
| HBW Advisory Services LLC | 2,467 | $358.0K | 0.08% | +40+1.6% | Added |
| Cutter & CO Brokerage, Inc. | 2,480 | $360.0K | 0.10% | −50−2.0% | Reduced |
| Verus Financial Partners, Inc. | 2,487 | $361.0K | 0.05% | +10.0% | Added |
| Sweet Financial Partners, LLC | 2,500 | $363.0K | 0.15% | +2,500 | New |
| Sciencast Management LP | 2,415 | $366.0K | 0.06% | −3,320−57.9% | Reduced |
| Sargent Investment Group, LLC | 2,525 | $366.0K | 0.08% | +200+8.6% | Added |
| Mount Vernon Associates Inc | 2,550 | $370.0K | 0.32% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,551 | $370.1K | 0.04% | +338+15.3% | Added |
| Pointe Capital Management LLC | 2,555 | $371.0K | 0.23% | −373−12.7% | Reduced |
| Lincoln National Corp | 2,581 | $375.0K | 0.01% | +28+1.1% | Added |
| Greenspring Advisors, LLC | 2,629 | $381.0K | 0.10% | +2,629 | New |
| Empirical Asset Management, LLC | 2,629 | $381.0K | 0.37% | +2,629 | New |
| Smith Chas P & Associates Pa Cpas | 2,653 | $385.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,656 | $385.0K | 0.01% | +2,656 | New |
| Riverview Trust Co | 2,676 | $388.0K | 0.23% | −61−2.2% | Reduced |
| Fulcrum Asset Management LLP | – | $388.0K | 0.19% | – | – |
| Mycio Wealth Partners, LLC | 2,678 | $389.0K | 0.13% | 00.0% | Unchanged |
| Intersect Capital LLC | 2,693 | $391.0K | 0.07% | +331+14.0% | Added |
| Checchi Capital Advisers, LLC | 2,745 | $398.0K | 0.04% | −162−5.6% | Reduced |
| Aspiriant, LLC | 2,751 | $398.0K | 0.02% | +330+13.6% | Added |
| C M Bidwell & Associates Ltd | 2,765 | $401.0K | 0.25% | −87−3.1% | Reduced |
| Prospera Financial Services Inc | 2,756 | $401.0K | 0.02% | +158+6.1% | Added |
| EPG Wealth Management LLC | 2,777 | $403.0K | 0.14% | +272+10.9% | Added |
| Change Path, LLC | 2,785 | $404.0K | 0.02% | +52+1.9% | Added |
| Quantinno Capital Management LP | 2,782 | $404.0K | 0.07% | +2,782 | New |
| Doliver Advisors, LP | 2,691 | $405.0K | 0.13% | −15−0.6% | Reduced |
| Caxton Associates LP | 2,797 | $406.0K | 0.05% | −1,997−41.7% | Reduced |
| Bank of the West | 2,802 | $406.0K | 0.04% | +56+2.0% | Added |
| Old Port Advisors | 2,699 | $407.0K | 0.14% | +225+9.1% | Added |
| Sigma Planning Corp | 2,840 | $412.0K | 0.01% | −11,194−79.8% | Reduced |
| Financial Advocates Investment Management | 2,858 | $414.0K | 0.03% | +428+17.6% | Added |
| Kempen Capital Management N.V. | 2,862 | $415.0K | 0.01% | +1,944+211.8% | Added |
| Garrett Investment Advisors LLC | 2,894 | $420.0K | 0.11% | +55+1.9% | Added |
| Jones Financial Companies LLLP | 2,917 | $423.0K | 0.00% | −530−15.4% | Reduced |
| Engine No. 1 LLC | 2,913 | $423.0K | 0.09% | +508+21.1% | Added |
| HBK Investments L P | 2,915 | $423.0K | 0.01% | +2,915 | New |
| Quadrant Capital Group LLC | 2,925 | $424.0K | 0.05% | −14−0.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,930 | $425.0K | 0.01% | −2,080−41.5% | Reduced |
| OneAscent Wealth Management LLC | 2,927 | $425.0K | 1.06% | −1,263−30.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,939 | $426.0K | 0.14% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 2,944 | $427.0K | 0.00% | −44,961−93.9% | Reduced |
| Fiera Capital Corp | 2,979 | $432.0K | 0.00% | +328+12.4% | Added |
| Gryphon Financial Partners LLC | 2,984 | $433.0K | 0.09% | −725−19.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,993 | $434.0K | 0.01% | −21,401−87.7% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $435.0K | 0.10% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $435.0K | 0.39% | +3,000 | New |
| Gateway Advisory, LLC | 3,004 | $436.0K | 0.09% | +36+1.2% | Added |
| Hirtle Callaghan & Co LLC | 3,004 | $436.0K | 0.02% | +3,004 | New |
| HighTower Trust Services, LTA | 3,013 | $437.0K | 0.04% | +3,013 | New |
| Paradigm Financial Advisors, LLC | 3,035 | $440.0K | 0.10% | −185−5.7% | Reduced |
| Personal Cfo Solutions, LLC | 3,035 | $440.0K | 0.08% | −112−3.6% | Reduced |
| Triangle Securities Wealth Management | 3,079 | $447.0K | 0.14% | −1,135−26.9% | Reduced |
| Stephens Inc | 3,083 | $447.0K | 0.01% | −993−24.4% | Reduced |
| Lindbrook Capital, LLC | 3,116 | $452.0K | 0.07% | +2,772+805.8% | Added |
| TBH Global Asset Management, LLC | 3,120 | $453.0K | 0.09% | +3,120 | New |
| NEXT Financial Group, Inc | 3,142 | $456.0K | 0.03% | −3,323−51.4% | Reduced |
| Orion Portfolio Solutions, LLC | 3,141 | $456.0K | 0.02% | +305+10.8% | Added |
| Vestmark Advisory Solutions, Inc. | 3,153 | $457.0K | 0.03% | −7,340−70.0% | Reduced |
| Center For Asset Management LLC | 3,155 | $458.0K | 0.34% | +3,155 | New |
| Abbrea Capital, LLC | 3,225 | $468.0K | 0.06% | −35−1.1% | Reduced |
| Fractal Investments LLC | 3,228 | $468.0K | 0.16% | +3,228 | New |
| Leonteq Securities AG | 3,272 | $474.7K | 0.02% | −2−0.1% | Reduced |
| LVW Advisors, LLC | 3,277 | $475.0K | 0.08% | −137−4.0% | Reduced |
| Personal Capital Advisors Corp | 3,370 | $477.0K | 0.00% | −298−8.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,302 | $479.0K | 0.05% | +484+17.2% | Added |
| Ibex Wealth Advisors | 3,313 | $481.0K | 0.09% | −26,149−88.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $484.0K | 0.16% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,340 | $484.0K | 0.09% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,335 | $484.0K | 0.01% | +442+15.3% | Added |
| Columbia Trust Co 01012016 | 3,036 | $492.0K | 0.26% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,392 | $492.0K | 0.02% | +3,392 | New |
| Capital Analysts, LLC | 3,437 | $499.0K | 0.03% | −1,042−23.3% | Reduced |
| ASB Consultores, LLC | 3,485 | $506.0K | 0.25% | +3,485 | New |
| Cetera Advisor Networks LLC | 3,492 | $507.0K | 0.01% | −418−10.7% | Reduced |
| Hamilton Capital, LLC | 3,495 | $507.0K | 0.04% | +3,495 | New |
| Manitou Investment Management Ltd. | 3,500 | $508.0K | 0.08% | 00.0% | Unchanged |
| JBF Capital, Inc. | 3,500 | $508.0K | 0.10% | +300+9.4% | Added |
| Global Trust Asset Management, LLC | 3,524 | $511.0K | 0.20% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,557 | $517.0K | 0.05% | +3,557 | New |
| Parallel Advisors, LLC | 3,600 | $522.0K | 0.02% | −905−20.1% | Reduced |
| Central Trust Co | 3,608 | $524.0K | 0.01% | −4,838−57.3% | Reduced |
| Deseret Mutual Benefit Administrators | 3,610 | $524.0K | 0.09% | −472−11.6% | Reduced |