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, 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 | 2,129 | $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, 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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Hamilton Point Investment Advisors, LLC | 1,778 | $258.0K | 0.06% | +428+31.7% | Added |
| Harbor Investment Advisory, LLC | 1,773 | $257.0K | 0.03% | +127+7.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,728 | $251.0K | 0.13% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 1,697 | $246.0K | 0.01% | +5+0.3% | Added |
| 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 |
| Henshaw Capital LLC | 1,680 | $243.8K | 0.01% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,660 | $241.0K | 0.03% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 2,046 | $240.1K | 0.11% | +2,046 | New |
| Whittier Trust Co | 1,656 | $240.0K | 0.00% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,650 | $239.0K | 0.04% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,640 | $238.0K | 0.22% | +1,640 | New |
| 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 |
| MAI Capital Management | 1,619 | $235.0K | 0.00% | −877−35.1% | Reduced |
| Covington Capital Management | 1,613 | $234.0K | 0.01% | +50+3.2% | 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 |
| 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 |
| 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 |
| Brightworth | 1,562 | $227.0K | 0.02% | +31+2.0% | Added |
| Mirabella Financial Services LLP | 1,542 | $224.0K | 0.02% | −16,849−91.6% | 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 |
| IFP Advisors, Inc | 1,558 | $222.0K | 0.00% | −1,324−45.9% | Reduced |
| WSFS Capital Management, LLC | 1,518 | $220.0K | 0.08% | +32+2.2% | Added |
| 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 |
| 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 |
| MUFG Americas Holdings Corp | 1,490 | $216.0K | 0.00% | −64−4.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,465 | $213.0K | 0.01% | −250−14.6% | Reduced |
| Rosenberg Matthew Hamilton | 1,471 | $213.0K | 0.08% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,466 | $213.0K | 0.02% | +1,466 | New |
| Lincoln Capital LLC | 1,459 | $212.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,456 | $211.0K | 0.01% | −3,352−69.7% | Reduced |
| CKW Financial Group | 1,450 | $210.0K | 0.03% | −100−6.5% | Reduced |
| Paragon Capital Management Ltd | 1,448 | $210.0K | 0.03% | −18−1.2% | Reduced |
| Vista Finance, LLC | 1,444 | $210.0K | 0.22% | +1,444 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,443 | $209.0K | 0.04% | −9,262−86.5% | Reduced |
| Washington Trust Co | 1,429 | $207.0K | 0.01% | −491−25.6% | Reduced |
| NorthRock Partners, LLC | 1,421 | $206.0K | 0.02% | +1,421 | New |
| IMS Capital Management | 1,415 | $205.0K | 0.11% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,406 | $204.0K | 0.05% | −138−8.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,408 | $204.0K | 0.04% | +9+0.6% | Added |
| Cambridge Trust Co | 1,391 | $202.0K | 0.01% | +1,391 | New |
| Apollon Wealth Management, LLC | 1,392 | $202.0K | 0.02% | +1,392 | New |
| Alterna Wealth Management, Inc | 1,389 | $202.0K | 0.17% | +1,389 | New |
| Chicago Trust Co NA | 1,391 | $201.0K | 0.04% | −39−2.7% | Reduced |
| Eqis Capital Management, Inc. | 1,384 | $201.0K | 0.01% | −14−1.0% | Reduced |
| Level Four Advisory Services, LLC | 1,381 | $200.0K | 0.02% | +1,381 | New |
| Smithfield Trust Co | 1,334 | $193.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,333 | $193.0K | 0.12% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,281 | $186.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,223 | $178.0K | 0.04% | +1,223 | New |
| Capital Advisors, Ltd. LLC | 1,201 | $174.0K | 0.03% | +1,127+1,523.0% | Added |
| Caldwell Trust Co | 1,162 | $168.6K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,125 | $163.0K | 0.03% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,109 | $161.0K | 0.14% | +1,109 | New |
| CVA Family Office, LLC | 1,062 | $154.0K | 0.04% | +902+563.8% | Added |
| JJJ Advisors Inc. | 1,042 | $151.0K | 0.05% | −63−5.7% | Reduced |
| Evermay Wealth Management LLC | 1,030 | $149.0K | 0.03% | +96+10.3% | Added |
| Itau Unibanco Holding S.A. | 1,001 | $146.0K | 0.00% | −79−7.3% | Reduced |
| Carroll Financial Associates, Inc. | 991 | $144.0K | 0.01% | +104+11.7% | Added |
| Seeyond | 960 | $139.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 949 | $138.0K | 0.03% | +368+63.3% | Added |
| Anchor Investment Management, LLC | 919 | $133.3K | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 919 | $133.0K | 0.04% | +919 | New |
| Laffer Tengler Investments | 892 | $129.4K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 874 | $127.0K | 0.01% | −20−2.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 858 | $124.0K | 0.00% | +168+24.3% | Added |
| EverSource Wealth Advisors, LLC | 826 | $119.0K | 0.03% | +826 | New |
| Old North State Trust, LLC | 813 | $118.0K | 0.08% | +654+411.3% | Added |
| Allworth Financial LP | 797 | $116.0K | 0.00% | −5,005−86.3% | Reduced |
| CoreCap Advisors, LLC | 799 | $116.0K | 0.01% | +799 | New |
| Benjamin Edwards Inc | 792 | $115.0K | 0.04% | +660+500.0% | Added |
| Dividend Assets Capital, LLC | 752 | $109.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 724 | $105.0K | 0.02% | +300+70.8% | Added |
| Blueprint Investment Partners LLC | 717 | $104.0K | 0.03% | −31−4.1% | Reduced |
| Private Capital Group, LLC | 684 | $99.0K | 0.02% | −17−2.4% | Reduced |
| Atlas Capital Advisors LLC | 682 | $99.0K | 0.01% | −8,031−92.2% | Reduced |
| Norway Savings Bank | 679 | $98.0K | 0.04% | 00.0% | Unchanged |
| Norwood Financial Corp | 650 | $94.0K | 0.13% | +650 | New |
| Koshinski Asset Management, Inc. | 644 | $93.5K | 0.01% | +644 | New |
| Washington Trust Advisors, Inc. | 629 | $91.0K | 0.01% | +629 | New |
| Manchester Capital Management LLC | 617 | $90.0K | 0.01% | −575−48.2% | Reduced |
| TCI Wealth Advisors, Inc. | 621 | $90.0K | 0.01% | +29+4.9% | Added |
| Surevest, LLC | 619 | $90.0K | 0.02% | +619 | New |
| Graves-Light Private Wealth Management, Inc. | 600 | $87.0K | 0.01% | +140+30.4% | Added |
| Parkside Financial Bank & Trust | 593 | $86.0K | 0.02% | −136−18.7% | Reduced |
| Glassman Wealth Services | 590 | $86.0K | 0.02% | −15−2.5% | Reduced |