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, Q1 2022
Institutional positions in Capital One Financial Corp as of Mar 31, 2022. 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
- 1,095
- −29 vs. Q4 2021
- Shares held
- 355.1M
- −12.9M (−3.5%) vs. Q4 2021
- Total value
- $46.5B
- −$6.87B (−12.9%) vs. Q4 2021
- New holders
- 92
- 414 more added
- Sold out
- 121
- 408 more reduced
16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Holloway Wealth Management, LLC | – | $37.0K | 0.01% | – | – |
| Fortitude Advisory Group L.L.C. | 280 | $37.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 290 | $38.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 321 | $38.0K | 0.00% | +321 | New |
| Bray Capital Advisors | 305 | $40.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 306 | $40.0K | 0.01% | +1+0.3% | Added |
| Raffa Wealth Management, LLC | 315 | $41.4K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 323 | $42.0K | 0.01% | −56−14.8% | Reduced |
| Glen Eagle Advisors, LLC | 329 | $43.2K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 335 | $44.0K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 342 | $45.0K | 0.03% | +55+19.2% | Added |
| Evolution Advisers, Inc. | 335 | $45.0K | 0.03% | +335 | New |
| Fieldpoint Private Securities, LLC | 369 | $48.0K | 0.01% | +104+39.2% | Added |
| BIT Capital GmbH | 366 | $48.1K | 0.00% | +123+50.6% | Added |
| Sandy Cove Advisors, LLC | 380 | $50.0K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 389 | $51.1K | 0.05% | +25+6.9% | Added |
| Westside Investment Management, Inc. | 400 | $52.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 399 | $52.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 403 | $52.0K | 0.01% | +203+101.5% | Added |
| Independence Bank of Kentucky | 400 | $53.0K | 0.02% | +400 | New |
| Acima Private Wealth, LLC | 445 | $58.0K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 444 | $58.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 436 | $58.0K | 0.04% | +7+1.6% | Added |
| Koshinski Asset Management, Inc. | 444 | $58.3K | 0.00% | −200−31.1% | Reduced |
| Ancora Advisors, LLC | 448 | $59.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 458 | $60.0K | 0.02% | +283+161.7% | Added |
| TCI Wealth Advisors, Inc. | 463 | $61.0K | 0.01% | −158−25.4% | Reduced |
| Curi Capital | 469 | $61.0K | 0.01% | +1+0.2% | Added |
| TD Ameritrade Investment Management, LLC | 483 | $63.0K | 0.00% | −375−43.7% | Reduced |
| Pinnacle Bancorp, Inc. | 478 | $63.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 501 | $65.8K | 0.02% | −5−1.0% | Reduced |
| Gemmer Asset Management LLC | 508 | $66.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $66.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 509 | $67.0K | 0.02% | −84−14.2% | Reduced |
| Toth Financial Advisory Corp | 585 | $77.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 594 | $78.0K | 0.01% | −35−5.6% | Reduced |
| EverSource Wealth Advisors, LLC | 622 | $83.0K | 0.02% | −204−24.7% | Reduced |
| Private Capital Group, LLC | 643 | $84.0K | 0.02% | −41−6.0% | Reduced |
| Covestor Ltd | 660 | $87.0K | 0.06% | +430+187.0% | Added |
| Norway Savings Bank | 679 | $89.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 741 | $97.3K | 0.02% | +59+8.7% | Added |
| Norwood Financial Corp | 750 | $98.0K | 0.14% | +100+15.4% | Added |
| Ossiam | 747 | $98.0K | 0.00% | +711+1,975.0% | Added |
| Monetary Management Group Inc | 750 | $98.0K | 0.03% | +750 | New |
| Dividend Assets Capital, LLC | 752 | $99.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 772 | $101.0K | 0.00% | −25−3.1% | Reduced |
| PFG Private Wealth Management, LLC | 780 | $102.0K | 0.05% | +780 | New |
| Tobam | 829 | $109.0K | 0.01% | +529+176.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 840 | $110.0K | 0.02% | +240+40.0% | Added |
| Fortis Advisors, LLC | 846 | $111.0K | 0.06% | +846 | New |
| Benjamin Edwards Inc | 849 | $112.0K | 0.03% | +57+7.2% | Added |
| Concord Wealth Partners | 887 | $116.0K | 0.03% | −62−6.5% | Reduced |
| Laffer Tengler Investments | 892 | $117.1K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 919 | $120.7K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 926 | $122.0K | 0.02% | +926 | New |
| GHP Investment Advisors, Inc. | 943 | $124.0K | 0.01% | +943 | New |
| Hanson & Doremus Investment Management | 961 | $126.0K | 0.03% | +237+32.7% | Added |
| Evermay Wealth Management LLC | 1,100 | $144.0K | 0.02% | +70+6.8% | Added |
| Caldwell Trust Co | 1,137 | $149.3K | 0.02% | −25−2.2% | Reduced |
| JJJ Advisors Inc. | 1,142 | $150.0K | 0.04% | +100+9.6% | Added |
| Cambridge Trust Co | 1,175 | $155.0K | 0.01% | −216−15.5% | Reduced |
| West Paces Advisors Inc. | 1,188 | $156.0K | 0.05% | +662+125.9% | Added |
| Zullo Investment Group, Inc. | 1,191 | $156.0K | 0.08% | +1,005+540.3% | Added |
| Thompson Siegel & Walmsley LLC | 1,206 | $158.0K | 0.00% | −75−5.9% | Reduced |
| Glassman Wealth Services | 1,211 | $159.0K | 0.03% | +621+105.3% | Added |
| Capitolis Advisors LLC | 1,240 | $163.0K | 0.01% | −420,887−99.7% | Reduced |
| Manchester Capital Management LLC | 1,267 | $166.0K | 0.02% | +650+105.3% | Added |
| Accel Wealth Management | 1,292 | $169.0K | 0.09% | −296−18.6% | Reduced |
| Solstein Capital, LLC | 1,333 | $175.0K | 0.12% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 1,336 | $175.0K | 0.05% | +619+86.3% | Added |
| Smithfield Trust Co | 1,334 | $176.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,384 | $181.0K | 0.01% | +1,384 | New |
| TCWP LLC | 1,394 | $183.0K | 0.03% | +1,394 | New |
| CVA Family Office, LLC | 1,412 | $185.0K | 0.04% | +350+33.0% | Added |
| Washington Trust Co | 1,429 | $188.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,495 | $196.0K | 0.05% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,534 | $201.0K | 0.16% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 1,540 | $202.0K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,540 | $202.0K | 0.07% | +69+4.7% | Added |
| Legacy Financial Advisors, Inc. | 1,537 | $202.0K | 0.05% | +1,537 | New |
| Fulcrum Asset Management LLP | – | $203.0K | 0.06% | – | – |
| Quent Capital, LLC | 1,557 | $204.0K | 0.04% | +334+27.3% | Added |
| Capital Advisors, Ltd. LLC | 1,557 | $204.0K | 0.03% | +356+29.6% | Added |
| Buckingham Strategic Wealth, LLC | 1,557 | $204.0K | 0.00% | +1,557 | New |
| Interchange Capital Partners, LLC | 1,559 | $204.0K | 0.21% | +1,559 | New |
| Laurel Wealth Advisors, Inc. | 1,565 | $205.0K | 0.02% | −289−15.6% | Reduced |
| L2 Asset Management, LLC | 1,561 | $205.0K | 0.13% | +1,561 | New |
| EMG Holdings, L.P. | 1,575 | $206.0K | 0.06% | +1,575 | New |
| Winthrop Advisory Group LLC | 1,573 | $207.0K | 0.04% | +1,573 | New |
| Total Clarity Wealth Management, Inc. | 1,600 | $210.0K | 0.12% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,611 | $211.0K | 0.02% | +1,611 | New |
| Abacus Planning Group, Inc. | 1,610 | $211.0K | 0.06% | +1,610 | New |
| Integrated Investment Consultants, LLC | 1,616 | $212.0K | 0.06% | −533−24.8% | Reduced |
| Wealthsource Partners, LLC | 1,618 | $212.0K | 0.01% | −375−18.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,614 | $212.0K | 0.21% | −26−1.6% | Reduced |
| Dillon & Associates Inc | 1,650 | $216.0K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,653 | $217.0K | 0.01% | −201−10.8% | Reduced |
| Bridgewater Advisors Inc. | 1,655 | $217.0K | 0.05% | −141−7.9% | Reduced |
| Whittier Trust Co | 1,653 | $217.0K | 0.00% | −3−0.2% | Reduced |
| Benchmark Investment Advisors LLC | 1,662 | $218.0K | 0.16% | −172−9.4% | Reduced |