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, Q2 2022
Institutional positions in Capital One Financial Corp as of Jun 30, 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
- 1,023
- −51 vs. Q1 2022
- Shares held
- 340.1M
- −12.8M (−3.6%) vs. Q1 2022
- Total value
- $35.5B
- −$10.7B (−23.2%) vs. Q1 2022
- New holders
- 80
- 391 more added
- Sold out
- 131
- 399 more reduced
21 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 1,939 | $202.0K | 0.05% | −7−0.4% | Reduced |
| Cim Investment Mangement Inc | 1,967 | $205.0K | 0.09% | −12−0.6% | Reduced |
| Almanack Investment Partners, LLC. | 1,966 | $205.0K | 0.02% | +12+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,985 | $207.0K | 0.03% | −1,457−42.3% | Reduced |
| Gamble Jones Investment Counsel | 2,000 | $208.0K | 0.02% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $208.0K | 0.20% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $208.0K | 0.05% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,996 | $208.0K | 0.02% | +378+23.4% | Added |
| 1776 Wealth LLC | 2,003 | $209.0K | 0.15% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 2,020 | $209.0K | 0.07% | +115+6.0% | Added |
| XML Financial, LLC | 2,015 | $210.0K | 0.05% | −7,776−79.4% | Reduced |
| Clearstead Advisors, LLC | 2,012 | $210.0K | 0.02% | −1,001−33.2% | Reduced |
| Brown Brothers Harriman & Co | 2,017 | $210.0K | 0.00% | −231−10.3% | Reduced |
| Tobam | 2,014 | $210.0K | 0.01% | +1,185+142.9% | Added |
| Apollon Wealth Management, LLC | 2,025 | $211.0K | 0.02% | −112−5.2% | Reduced |
| GYL Financial Synergies, LLC | 2,025 | $211.0K | 0.06% | −25−1.2% | Reduced |
| Camelot Portfolios, LLC | 2,028 | $211.0K | 0.13% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,023 | $211.0K | 0.01% | +236+13.2% | Added |
| Convergence Investment Partners, LLC | 2,036 | $212.0K | 0.13% | −24−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,038 | $212.0K | 0.02% | +25+1.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $215.0K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,061 | $215.0K | 0.01% | +26+1.3% | Added |
| Ellevest, Inc. | 2,070 | $216.0K | 0.02% | −548−20.9% | Reduced |
| Naples Global Advisors, LLC | 2,075 | $216.0K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,087 | $217.0K | 0.02% | +179+9.4% | Added |
| Alpine Woods Capital Investors, LLC | 2,112 | $220.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,126 | $222.0K | 0.03% | −41−1.9% | Reduced |
| Los Angeles Capital Management LLC | 2,139 | $223.0K | 0.00% | −303,505−99.3% | Reduced |
| Carolina Wealth Advisors, LLC | 2,143 | $223.0K | 0.15% | +354+19.8% | Added |
| Balentine LLC | 2,146 | $224.0K | 0.01% | −964−31.0% | Reduced |
| HBW Advisory Services LLC | 2,145 | $224.0K | 0.06% | −140−6.1% | Reduced |
| Ingalls & Snyder LLC | 2,158 | $225.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,156 | $225.0K | 0.00% | +35+1.7% | Added |
| Petrus Trust Company, LTA | 2,171 | $226.0K | 0.03% | +2,171 | New |
| Bowen Hanes & Co Inc | 2,174 | $227.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,185 | $228.0K | 0.03% | −80−3.5% | Reduced |
| Joule Financial, LLC | 2,194 | $229.0K | 0.18% | +2,194 | New |
| Compagnie Lombard Odier SCmA | 2,203 | $230.0K | 0.01% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,140 | $231.0K | 0.13% | +3+0.1% | Added |
| Fortem Financial Group, LLC | 2,240 | $233.0K | 0.15% | −747−25.0% | Reduced |
| Circle Wealth Management, LLC | 2,233 | $233.0K | 0.04% | +10.0% | Added |
| Zions Bancorporation, N.A. | 2,248 | $234.0K | 0.02% | −53−2.3% | Reduced |
| Brewin Dolphin Ltd | 2,250 | $234.0K | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,258 | $235.0K | 0.18% | 00.0% | Unchanged |
| Marion Wealth Management | 2,266 | $236.0K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,263 | $236.0K | 0.01% | +2+0.1% | Added |
| Ritholtz Wealth Management | 2,268 | $236.0K | 0.01% | +522+29.9% | Added |
| WMS Partners, LLC | 2,271 | $237.0K | 0.04% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,302 | $240.0K | 0.13% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 2,300 | $240.0K | 0.21% | +2,300 | New |
| OneAscent Wealth Management LLC | 2,314 | $241.0K | 0.12% | −577−20.0% | Reduced |
| Endurance Wealth Management, Inc. | 2,312 | $241.0K | 0.04% | +65+2.9% | Added |
| Welch Group, LLC | 2,327 | $242.0K | 0.01% | +31+1.4% | Added |
| Tectonic Advisors LLC | 2,332 | $243.0K | 0.04% | +377+19.3% | Added |
| Stock Yards Bank & Trust Co | 2,334 | $243.0K | 0.01% | +2,334 | New |
| E&G Advisors, LP | 2,348 | $245.0K | 0.08% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,207 | $245.0K | 0.24% | +2,207 | New |
| Sendero Wealth Management, LLC | 2,180 | $246.0K | 0.24% | +2,180 | New |
| Harvest Fund Management Co., Ltd | 2,389 | $249.0K | 0.07% | −113−4.5% | Reduced |
| Avitas Wealth Management LLC | 2,415 | $252.0K | 0.06% | +2,415 | New |
| StoneX Group Inc. | 2,421 | $252.2K | 0.03% | −95−3.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,431 | $253.0K | 0.16% | +10.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,432 | $253.0K | 0.16% | +2,432 | New |
| Continuum Advisory, LLC | 2,446 | $255.0K | 0.05% | +265+12.2% | Added |
| Integrated Advisors Network LLC | 2,470 | $257.0K | 0.02% | +2,470 | New |
| Sound View Wealth Advisors Group, LLC | 2,466 | $257.0K | 0.05% | +2,466 | New |
| OneAscent Financial Services LLC | 2,473 | $258.0K | 0.12% | +173+7.5% | Added |
| Aspiriant, LLC | 2,479 | $259.0K | 0.01% | −212−7.9% | Reduced |
| Manitou Investment Management Ltd. | 2,500 | $260.0K | 0.05% | −500−16.7% | Reduced |
| Sweet Financial Partners, LLC | 2,530 | $264.0K | 0.08% | −12−0.5% | Reduced |
| CFM Wealth Partners LLC | 2,543 | $265.0K | 0.08% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 2,550 | $266.0K | 0.32% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,579 | $269.0K | 0.04% | −13,423−83.9% | Reduced |
| Sigma Planning Corp | 2,582 | $269.0K | 0.01% | −370−12.5% | Reduced |
| Bank of the West | 2,584 | $269.0K | 0.03% | −101−3.8% | Reduced |
| Alps Advisors Inc | 2,582 | $269.0K | 0.00% | −27−1.0% | Reduced |
| Trust Co of Oklahoma | 2,586 | $269.4K | 0.13% | −1,431−35.6% | Reduced |
| Greenspring Advisors, LLC | 2,602 | $271.0K | 0.08% | −27−1.0% | Reduced |
| MCF Advisors LLC | 2,615 | $272.0K | 0.03% | +6+0.2% | Added |
| Pointe Capital Management LLC | 2,614 | $272.0K | 0.20% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,607 | $272.0K | 0.04% | +490+23.1% | Added |
| Montag A & Associates Inc | 2,626 | $274.0K | 0.02% | −1,082−29.2% | Reduced |
| Vise Technologies, Inc. | 2,640 | $275.0K | 0.11% | +493+23.0% | Added |
| Old Port Advisors | 2,584 | $276.0K | 0.11% | −75−2.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,664 | $278.0K | 0.02% | +11+0.4% | Added |
| Stokes Family Office, LLC | 2,666 | $278.0K | 0.04% | +2,666 | New |
| Henshaw Capital LLC | 2,695 | $280.8K | 0.02% | +252+10.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 2,705 | $282.0K | 0.08% | +5+0.2% | Added |
| Doliver Advisors, LP | 2,711 | $282.0K | 0.10% | +45+1.7% | Added |
| CWM, LLC | 2,789 | $291.0K | 0.00% | +187+7.2% | Added |
| Gryphon Financial Partners LLC | 2,807 | $293.0K | 0.07% | −66−2.3% | Reduced |
| Arden Trust Co | 2,822 | $294.0K | 0.07% | +2,822 | New |
| DGS Capital Management, LLC | 2,818 | $294.0K | 0.24% | +2,818 | New |
| Sentry Investment Management LLC | 2,837 | $296.0K | 0.13% | −553−16.3% | Reduced |
| Proequities, Inc. | 2,837 | $296.0K | 0.03% | +324+12.9% | Added |
| NorthRock Partners, LLC | 2,869 | $299.0K | 0.03% | +1,059+58.5% | Added |
| Keybank National Association | 2,879 | $300.0K | 0.00% | +1,006+53.7% | Added |
| Riverview Capital Advisers, LLC | 2,111 | $305.7K | 0.17% | +12+0.6% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $306.0K | 0.13% | 00.0% | Unchanged |
| Change Path, LLC | 2,940 | $306.0K | 0.02% | +139+5.0% | Added |