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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Intersect Capital LLC | 2,693 | $391.0K | 0.07% | +331+14.0% | Added |
| Mycio Wealth Partners, LLC | 2,678 | $389.0K | 0.13% | 00.0% | Unchanged |
| Riverview Trust Co | 2,676 | $388.0K | 0.23% | −61−2.2% | Reduced |
| Fulcrum Asset Management LLP | – | $388.0K | 0.19% | – | – |
| 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 |
| 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 |
| Lincoln National Corp | 2,581 | $375.0K | 0.01% | +28+1.1% | Added |
| Pointe Capital Management LLC | 2,555 | $371.0K | 0.23% | −373−12.7% | Reduced |
| StoneX Group Inc. | 2,551 | $370.1K | 0.04% | +338+15.3% | Added |
| Mount Vernon Associates Inc | 2,550 | $370.0K | 0.32% | 00.0% | Unchanged |
| 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 |
| Sweet Financial Partners, LLC | 2,500 | $363.0K | 0.15% | +2,500 | New |
| Verus Financial Partners, Inc. | 2,487 | $361.0K | 0.05% | +10.0% | Added |
| Cutter & CO Brokerage, Inc. | 2,480 | $360.0K | 0.10% | −50−2.0% | Reduced |
| HBW Advisory Services LLC | 2,467 | $358.0K | 0.08% | +40+1.6% | 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 |
| 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 |
| Keybank National Association | 2,416 | $351.0K | 0.00% | +184+8.2% | Added |
| Newbridge Financial Services Group, Inc. | 2,414 | $350.0K | 0.17% | +2,414 | New |
| Alps Advisors Inc | 2,402 | $349.0K | 0.00% | +48+2.0% | Added |
| First International Bank & Trust | 2,401 | $348.0K | 0.12% | +2,401 | New |
| Insight Inv LLC | 2,392 | $347.0K | 0.32% | +2,392 | New |
| Axiom Financial Strategies, LLC | 2,364 | $343.0K | 0.16% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,358 | $342.0K | 0.03% | −759−24.4% | Reduced |
| 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 |
| Ballentine Partners, LLC | 2,327 | $338.0K | 0.01% | +21+0.9% | 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 |
| Humankind Investments LLC | 2,300 | $334.0K | 0.13% | +441+23.7% | Added |
| Welch Group, LLC | 2,296 | $333.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,289 | $332.0K | 0.03% | +2,289 | New |
| Private Trust Co NA | 2,278 | $331.0K | 0.05% | −55−2.4% | Reduced |
| Evergreen Capital Management LLC | 2,275 | $330.0K | 0.01% | −47−2.0% | Reduced |
| 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 |
| 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 |
| Guardian Capital Advisors LP | 2,050 | $326.0K | 0.03% | −25−1.2% | Reduced |
| Roman Butler Fullerton & Co | 2,227 | $323.0K | 0.14% | +2+0.1% | Added |
| Bridgefront Capital, LLC | 2,214 | $321.0K | 0.31% | −1,892−46.1% | Reduced |
| Ziegler Capital Management, LLC | 2,205 | $320.0K | 0.01% | −23−1.0% | Reduced |
| Compagnie Lombard Odier SCmA | 2,203 | $319.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,190 | $318.0K | 0.04% | −36−1.6% | Reduced |
| Stonnington Group, LLC | 2,000 | $317.0K | 0.07% | +2,000 | New |
| 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 |
| 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 |
| Ingalls & Snyder LLC | 2,158 | $313.0K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,149 | $312.0K | 0.08% | +653+43.6% | Added |
| Aigen Investment Management, LP | 2,111 | $307.0K | 0.02% | +2,111 | New |
| Alpine Woods Capital Investors, LLC | 2,112 | $306.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,100 | $305.0K | 0.08% | −125−5.6% | Reduced |
| Ellevest, Inc. | 2,092 | $304.0K | 0.03% | +324+18.3% | Added |
| GYL Financial Synergies, LLC | 2,090 | $303.0K | 0.08% | +50+2.5% | Added |
| Finivi Inc. | 2,080 | $301.7K | 0.32% | +2,080 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Penserra Capital Management LLC | 1,980 | $287.0K | 0.01% | +340+20.7% | Added |
| Dorsey & Whitney Trust CO LLC | 1,967 | $285.0K | 0.02% | +699+55.1% | Added |
| KB Financial Partners, LLC | 1,938 | $281.0K | 0.08% | −542−21.9% | Reduced |
| 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 |
| WNY Asset Management, LLC | 1,890 | $276.0K | 0.08% | +1,890 | New |
| Woodstock Corp | 1,880 | $273.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Reston Wealth Management LLC | 1,837 | $267.0K | 0.13% | +6+0.3% | Added |
| Benchmark Investment Advisors LLC | 1,834 | $266.0K | 0.22% | +1,834 | New |
| 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 |
| TruWealth Advisors, LLC | 1,811 | $263.0K | 0.03% | 00.0% | Unchanged |