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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 3,624 | $526.0K | 0.09% | −322−8.2% | Reduced |
| Convergence Investment Partners, LLC | 3,631 | $527.0K | 0.27% | −22−0.6% | Reduced |
| Moors & Cabot, Inc. | 3,644 | $529.0K | 0.03% | +237+7.0% | Added |
| Steel Peak Wealth Management LLC | 3,655 | $530.0K | 0.03% | +3,655 | New |
| Calton & Associates, Inc. | 3,662 | $531.0K | 0.14% | −535−12.7% | Reduced |
| Pathstone Family Office, LLC | 3,680 | $532.0K | 0.01% | −1,677−31.3% | Reduced |
| NuWave Investment Management, LLC | 3,666 | $532.0K | 0.60% | +1,797+96.1% | Added |
| 44 Wealth Management LLC | 3,682 | $534.0K | 0.19% | −743−16.8% | Reduced |
| Concentric Wealth Management, LLC | 3,689 | $535.0K | 0.15% | +30+0.8% | Added |
| Wealthspire Advisors, LLC | 3,695 | $536.0K | 0.01% | −89−2.4% | Reduced |
| Probity Advisors, Inc. | 3,700 | $537.0K | 0.11% | −230−5.9% | Reduced |
| Bayesian Capital Management, LP | 3,700 | $537.0K | 0.17% | +700+23.3% | Added |
| Mission Financial Group, LLC | 2,227 | $539.7K | 0.51% | +2,227 | New |
| Sky Investment Group LLC | 3,721 | $540.0K | 0.11% | 00.0% | Unchanged |
| Platform Technology Partners | 3,722 | $540.0K | 0.24% | +42+1.1% | Added |
| Brighton Jones LLC | 3,759 | $545.0K | 0.03% | +114+3.1% | Added |
| CAPROCK Group, Inc. | 3,755 | $545.0K | 0.04% | +500+15.4% | Added |
| MBB Public Markets I LLC | 3,757 | $545.0K | 0.01% | +3,757 | New |
| Wealth Management Solutions, LLC | 3,790 | $550.0K | 0.28% | +3,790 | New |
| St Germain D J Co Inc | 3,853 | $559.0K | 0.03% | −50−1.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,858 | $559.8K | 0.05% | +102+2.7% | Added |
| Burns Matteson Capital Management, LLC | 3,902 | $566.1K | 0.38% | +3,902 | New |
| Gateway Investment Advisers LLC | 3,913 | $568.0K | 0.01% | −338−8.0% | Reduced |
| Atlantic Union Bankshares Corp | 3,922 | $569.0K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,966 | $575.0K | 0.03% | −1,961−33.1% | Reduced |
| Hancock Whitney Corp | 3,980 | $577.0K | 0.02% | +117+3.0% | Added |
| Allen Investment Management LLC | 4,000 | $580.0K | 0.01% | +4,000 | New |
| Kingsview Wealth Management, LLC | 4,015 | $583.0K | 0.02% | +1,048+35.3% | Added |
| Investment Management of Virginia LLC | 4,033 | $585.0K | 0.09% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 13,775 | $592.0K | 0.13% | +9,384+213.7% | Added |
| Altavista Wealth Management, Inc. | 4,100 | $595.0K | 0.12% | 00.0% | Unchanged |
| CSS LLC | 4,100 | $595.0K | 0.03% | +4,100 | New |
| New England Research & Management, Inc. | 4,125 | $598.0K | 0.29% | +4,125 | New |
| Alpha Cubed Investments, LLC | 4,132 | $600.0K | 0.04% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 4,254 | $617.0K | 0.22% | +460+12.1% | Added |
| Astrantus Ltd | 4,250 | $617.0K | 0.46% | +4,250 | New |
| Mission Creek Capital Partners, Inc. | 4,270 | $620.0K | 0.12% | −180−4.0% | Reduced |
| Fortem Financial Group, LLC | 4,271 | $620.0K | 0.28% | +3+0.1% | Added |
| Desjardins Global Asset Management Inc. | 4,360 | $632.0K | 0.05% | +4,360 | New |
| Eagle Strategies LLC | 4,353 | $632.0K | 0.25% | +4,353 | New |
| Gladstone Institutional Advisory LLC | 4,363 | $633.0K | 0.05% | −6,397−59.5% | Reduced |
| Jacobi Capital Management LLC | 4,386 | $636.0K | 0.08% | +20.0% | Added |
| Clarius Group, LLC | 4,389 | $637.0K | 0.05% | +65+1.5% | Added |
| Summit Financial Group Inc | 4,412 | $641.0K | 0.21% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,450 | $646.0K | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,495 | $652.0K | 0.05% | +33+0.7% | Added |
| Beacon Pointe Advisors, LLC | 4,496 | $652.0K | 0.02% | +1,517+50.9% | Added |
| Difesa Capital Management, LP | 4,500 | $653.0K | 0.47% | +4,500 | New |
| Red Cedar Capital, LLC | 4,512 | $655.0K | 0.37% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 4,531 | $657.4K | 0.06% | +4,531 | New |
| Geneos Wealth Management Inc. | 4,535 | $658.0K | 0.03% | −30−0.7% | Reduced |
| Franklin Street Advisors Inc | 4,540 | $659.0K | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,543 | $660.0K | 0.02% | −319−6.6% | Reduced |
| Pitcairn Co | 4,548 | $660.0K | 0.04% | −106−2.3% | Reduced |
| Schechter Investment Advisors, LLC | 4,546 | $660.0K | 0.06% | +4,546 | New |
| Meridian Wealth Management, LLC | 4,606 | $668.0K | 0.07% | +300+7.0% | Added |
| Barings LLC | 4,628 | $672.0K | 0.02% | −249−5.1% | Reduced |
| Partners in Financial Planning | 4,358 | $679.8K | 0.21% | +95+2.2% | Added |
| Conning Inc. | 4,687 | $680.0K | 0.02% | +33+0.7% | Added |
| Metis Global Partners, LLC | 4,690 | $680.0K | 0.19% | +4,690 | New |
| Richwood Investment Advisors, LLC | 4,714 | $684.0K | 0.60% | +4,714 | New |
| Ieq Capital, LLC | 4,718 | $685.0K | 0.02% | −734−13.5% | Reduced |
| Ignite Planners, LLC | 4,349 | $686.0K | 0.45% | +4,349 | New |
| Mountain Pacific Investment Advisers Inc | 4,738 | $687.0K | 0.04% | −1,000−17.4% | Reduced |
| Cetera Advisors LLC | 4,758 | $690.0K | 0.01% | −1,705−26.4% | Reduced |
| Savant Capital, LLC | 4,770 | $692.0K | 0.02% | +453+10.5% | Added |
| Tokio Marine Asset Management Co Ltd | 4,786 | $694.0K | 0.05% | +363+8.2% | Added |
| Sawtooth Solutions, LLC | 4,786 | $694.0K | 0.08% | +2,412+101.6% | Added |
| Acropolis Investment Management, LLC | 4,796 | $696.0K | 0.06% | −112−2.3% | Reduced |
| Sonen Capital LLC | 4,800 | $696.0K | 0.67% | +4,800 | New |
| Baader Bank INC | 4,827 | $700.0K | 0.06% | +4,827 | New |
| Lido Advisors, LLC | 4,846 | $703.0K | 0.01% | +2,088+75.7% | Added |
| Stony Point Wealth Management Inc. | 4,861 | $705.0K | 0.37% | −279−5.4% | Reduced |
| Duff & Phelps Investment Management Co | 4,856 | $705.0K | 0.01% | +21+0.4% | Added |
| Brinker Capital Investments, LLC | 4,867 | $706.0K | 0.01% | +2,501+105.7% | Added |
| Arden Trust Co | 4,922 | $714.0K | 0.12% | −977−16.6% | Reduced |
| PBMares Wealth Management LLC | 4,920 | $714.0K | 0.30% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,945 | $719.0K | 0.12% | +1,302+35.7% | Added |
| First PREMIER Bank | 4,967 | $720.0K | 0.19% | −150−2.9% | Reduced |
| Copperwynd Financial, LLC | 4,968 | $721.0K | 0.27% | −803−13.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,970 | $721.0K | 0.05% | +170+3.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $725.0K | 0.22% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 5,028 | $730.0K | 0.00% | −30,882−86.0% | Reduced |
| Heritage Wealth Advisors | 5,030 | $730.0K | 0.04% | 00.0% | Unchanged |
| First National Trust Co | 5,040 | $731.0K | 0.04% | −63−1.2% | Reduced |
| Dynamic Advisor Solutions LLC | 5,055 | $733.0K | 0.05% | −253−4.8% | Reduced |
| Uncommon Cents Investing LLC | 5,060 | $734.0K | 0.28% | −190−3.6% | Reduced |
| Crawford Investment Counsel Inc | 5,061 | $734.0K | 0.01% | −134−2.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 5,117 | $742.0K | 0.07% | +1,839+56.1% | Added |
| WESPAC Advisors, LLC | 5,189 | $753.0K | 0.50% | −5,094−49.5% | Reduced |
| Prelude Capital Management, LLC | 5,199 | $754.0K | 0.04% | +3,462+199.3% | Added |
| Two Sigma Securities, LLC | 5,213 | $756.0K | 0.15% | +3,936+308.2% | Added |
| Twin Capital Management Inc | 5,217 | $757.0K | 0.08% | −370−6.6% | Reduced |
| Kinneret Advisory, LLC | 5,238 | $760.0K | 0.08% | 00.0% | Unchanged |
| Cerity Partners LLC | 5,321 | $770.0K | 0.01% | +5,321 | New |
| SBK Financial, Inc. | 5,316 | $771.0K | 0.62% | +5,316 | New |
| Jeppson Wealth Management, LLC | 5,350 | $776.0K | 0.37% | −307−5.4% | Reduced |
| Coldstream Capital Management Inc | 5,350 | $776.0K | 0.02% | +5,350 | New |
| Montag A & Associates Inc | 5,420 | $786.0K | 0.04% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 5,118 | $786.0K | 0.50% | +5,118 | New |