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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Alpha Cubed Investments, LLC | 4,132 | $600.0K | 0.04% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 4,125 | $598.0K | 0.29% | +4,125 | New |
| Altavista Wealth Management, Inc. | 4,100 | $595.0K | 0.12% | 00.0% | Unchanged |
| CSS LLC | 4,100 | $595.0K | 0.03% | +4,100 | New |
| SkyView Investment Advisors, LLC | 13,775 | $592.0K | 0.13% | +9,384+213.7% | Added |
| Investment Management of Virginia LLC | 4,033 | $585.0K | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,015 | $583.0K | 0.02% | +1,048+35.3% | Added |
| Allen Investment Management LLC | 4,000 | $580.0K | 0.01% | +4,000 | New |
| Hancock Whitney Corp | 3,980 | $577.0K | 0.02% | +117+3.0% | Added |
| Independent Advisor Alliance | 3,966 | $575.0K | 0.03% | −1,961−33.1% | Reduced |
| Atlantic Union Bankshares Corp | 3,922 | $569.0K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,913 | $568.0K | 0.01% | −338−8.0% | Reduced |
| Burns Matteson Capital Management, LLC | 3,902 | $566.1K | 0.38% | +3,902 | New |
| Ashton Thomas Private Wealth, LLC | 3,858 | $559.8K | 0.05% | +102+2.7% | Added |
| St Germain D J Co Inc | 3,853 | $559.0K | 0.03% | −50−1.3% | Reduced |
| Wealth Management Solutions, LLC | 3,790 | $550.0K | 0.28% | +3,790 | New |
| 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 |
| 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 |
| Mission Financial Group, LLC | 2,227 | $539.7K | 0.51% | +2,227 | New |
| 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 |
| Wealthspire Advisors, LLC | 3,695 | $536.0K | 0.01% | −89−2.4% | Reduced |
| Concentric Wealth Management, LLC | 3,689 | $535.0K | 0.15% | +30+0.8% | Added |
| 44 Wealth Management LLC | 3,682 | $534.0K | 0.19% | −743−16.8% | 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 |
| Calton & Associates, Inc. | 3,662 | $531.0K | 0.14% | −535−12.7% | Reduced |
| Steel Peak Wealth Management LLC | 3,655 | $530.0K | 0.03% | +3,655 | New |
| Moors & Cabot, Inc. | 3,644 | $529.0K | 0.03% | +237+7.0% | Added |
| Convergence Investment Partners, LLC | 3,631 | $527.0K | 0.27% | −22−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,624 | $526.0K | 0.09% | −322−8.2% | 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 |
| Parallel Advisors, LLC | 3,600 | $522.0K | 0.02% | −905−20.1% | Reduced |
| Western Wealth Management, LLC | 3,557 | $517.0K | 0.05% | +3,557 | New |
| Global Trust Asset Management, LLC | 3,524 | $511.0K | 0.20% | 00.0% | Unchanged |
| 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 |
| 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 |
| ASB Consultores, LLC | 3,485 | $506.0K | 0.25% | +3,485 | New |
| Capital Analysts, LLC | 3,437 | $499.0K | 0.03% | −1,042−23.3% | Reduced |
| 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 |
| 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 |
| Ibex Wealth Advisors | 3,313 | $481.0K | 0.09% | −26,149−88.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,302 | $479.0K | 0.05% | +484+17.2% | Added |
| Personal Capital Advisors Corp | 3,370 | $477.0K | 0.00% | −298−8.1% | Reduced |
| LVW Advisors, LLC | 3,277 | $475.0K | 0.08% | −137−4.0% | Reduced |
| Leonteq Securities AG | 3,272 | $474.7K | 0.02% | −2−0.1% | Reduced |
| 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 |
| Center For Asset Management LLC | 3,155 | $458.0K | 0.34% | +3,155 | New |
| Vestmark Advisory Solutions, Inc. | 3,153 | $457.0K | 0.03% | −7,340−70.0% | Reduced |
| 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 |
| TBH Global Asset Management, LLC | 3,120 | $453.0K | 0.09% | +3,120 | New |
| Lindbrook Capital, LLC | 3,116 | $452.0K | 0.07% | +2,772+805.8% | Added |
| 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 |
| 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 |
| HighTower Trust Services, LTA | 3,013 | $437.0K | 0.04% | +3,013 | 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 |
| 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 |
| Edmond de Rothschild Holding S.A. | 2,993 | $434.0K | 0.01% | −21,401−87.7% | Reduced |
| Gryphon Financial Partners LLC | 2,984 | $433.0K | 0.09% | −725−19.5% | Reduced |
| Fiera Capital Corp | 2,979 | $432.0K | 0.00% | +328+12.4% | Added |
| Brookfield Asset Management Inc. | 2,944 | $427.0K | 0.00% | −44,961−93.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,939 | $426.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Quadrant Capital Group LLC | 2,925 | $424.0K | 0.05% | −14−0.5% | Reduced |
| 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 |
| Garrett Investment Advisors LLC | 2,894 | $420.0K | 0.11% | +55+1.9% | Added |
| Kempen Capital Management N.V. | 2,862 | $415.0K | 0.01% | +1,944+211.8% | Added |
| Financial Advocates Investment Management | 2,858 | $414.0K | 0.03% | +428+17.6% | Added |
| Sigma Planning Corp | 2,840 | $412.0K | 0.01% | −11,194−79.8% | Reduced |
| Old Port Advisors | 2,699 | $407.0K | 0.14% | +225+9.1% | Added |
| 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 |
| Doliver Advisors, LP | 2,691 | $405.0K | 0.13% | −15−0.6% | Reduced |
| 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 |
| EPG Wealth Management LLC | 2,777 | $403.0K | 0.14% | +272+10.9% | Added |