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 |
|---|---|---|---|---|---|
| Mycio Wealth Partners, LLC | 2,963 | $309.0K | 0.11% | +285+10.6% | Added |
| Evergreen Capital Management LLC | 2,966 | $309.0K | 0.02% | +956+47.6% | Added |
| Hartford Financial Management Inc. | 3,000 | $313.0K | 0.09% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $313.0K | 0.35% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 3,021 | $315.0K | 0.16% | −334−10.0% | Reduced |
| Vantage Consulting Group Inc | 3,028 | $315.0K | 0.18% | +530+21.2% | Added |
| Syntax Advisors, LLC | 3,028 | $315.0K | 0.26% | +530+21.2% | Added |
| tru Independence LLC | 3,032 | $316.0K | 0.10% | +3,032 | New |
| Zeke Capital Advisors, LLC | 3,063 | $319.0K | 0.02% | −49−1.6% | Reduced |
| Proffitt & Goodson Inc | 3,061 | $319.0K | 0.07% | +248+8.8% | Added |
| Central Trust Co | 3,098 | $323.0K | 0.01% | −325−9.5% | Reduced |
| Clear Street Markets LLC | 3,123 | $325.0K | 0.11% | +353+12.7% | Added |
| Soltis Investment Advisors LLC | 3,153 | $328.0K | 0.05% | −12,658−80.1% | Reduced |
| EPG Wealth Management LLC | 3,143 | $328.0K | 0.14% | −77−2.4% | Reduced |
| Empirical Asset Management, LLC | 3,146 | $328.0K | 0.35% | −75−2.3% | Reduced |
| Sargent Investment Group, LLC | 3,166 | $330.0K | 0.10% | +325+11.4% | Added |
| Personal Capital Advisors Corp | 3,176 | $331.0K | 0.00% | −2,990−48.5% | Reduced |
| Meridian Financial Partners LLC | 3,038 | $331.0K | 0.22% | +861+39.5% | Added |
| Personal Cfo Solutions, LLC | 3,192 | $333.0K | 0.08% | −664−17.2% | Reduced |
| Wealthspire Advisors, LLC | 3,205 | $334.0K | 0.01% | −6,783−67.9% | Reduced |
| Intersect Capital LLC | 3,205 | $334.0K | 0.10% | +477+17.5% | Added |
| Deseret Mutual Benefit Administrators | 3,212 | $335.0K | 0.08% | +234+7.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,236 | $337.0K | 0.02% | +271+9.1% | Added |
| Desjardins Global Asset Management Inc. | 3,255 | $339.0K | 0.04% | −1,134−25.8% | Reduced |
| Abbrea Capital, LLC | 3,261 | $340.0K | 0.06% | −184−5.3% | Reduced |
| Gladstone Institutional Advisory LLC | 3,274 | $341.0K | 0.03% | +27+0.8% | Added |
| Epoch Investment Partners, Inc. | 3,283 | $342.0K | 0.00% | −476−12.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $348.0K | 0.14% | 00.0% | Unchanged |
| Riverview Trust Co | 3,346 | $349.0K | 0.30% | +368+12.4% | Added |
| Lindbrook Capital, LLC | 3,381 | $352.0K | 0.06% | +291+9.4% | Added |
| Verus Financial Partners, Inc. | 3,092 | $353.0K | 0.05% | +3+0.1% | Added |
| Americana Partners, LLC | 3,406 | $354.0K | 0.06% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,400 | $354.0K | 0.05% | +8+0.2% | Added |
| Lido Advisors, LLC | 3,416 | $355.0K | 0.01% | −1,763−34.0% | Reduced |
| Global Trust Asset Management, LLC | 3,423 | $357.0K | 0.18% | −101−2.9% | Reduced |
| Aveo Capital Partners, LLC | 3,488 | $363.0K | 0.06% | +3,488 | New |
| Ashton Thomas Private Wealth, LLC | 3,505 | $365.2K | 0.04% | −414−10.6% | Reduced |
| Ignite Planners, LLC | 3,376 | $367.0K | 0.30% | −843−20.0% | Reduced |
| Sequoia Financial Advisors, LLC | 3,524 | $367.0K | 0.01% | +565+19.1% | Added |
| 44 Wealth Management LLC | 3,563 | $371.0K | 0.14% | +5+0.1% | Added |
| Moors & Cabot, Inc. | 3,566 | $372.0K | 0.03% | −413−10.4% | Reduced |
| Kingsview Wealth Management, LLC | 3,579 | $373.0K | 0.02% | −502−12.3% | Reduced |
| Private Trust Co NA | 3,581 | $373.0K | 0.06% | +17+0.5% | Added |
| Orion Portfolio Solutions, LLC | 3,585 | $374.0K | 0.02% | +166+4.9% | Added |
| Ziegler Capital Management, LLC | 3,612 | $376.0K | 0.02% | +1,447+66.8% | Added |
| Quadrant Capital Group LLC | 3,625 | $378.0K | 0.05% | +323+9.8% | Added |
| Checchi Capital Advisers, LLC | 3,446 | $378.0K | 0.04% | +551+19.0% | Added |
| Pathstone Family Office, LLC | 3,636 | $378.5K | 0.01% | −89−2.4% | Reduced |
| National Asset Management, Inc. | 3,639 | $379.0K | 0.02% | +41+1.1% | Added |
| Umb Bank N A | 3,663 | $381.0K | 0.01% | −8,306−69.4% | Reduced |
| Concentric Wealth Management, LLC | 3,704 | $386.0K | 0.13% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,719 | $387.0K | 0.09% | −2−0.1% | Reduced |
| Hancock Whitney Corp | 3,720 | $388.0K | 0.02% | −342−8.4% | Reduced |
| Platform Technology Partners | 3,758 | $392.0K | 0.21% | −17−0.5% | Reduced |
| Stephens Inc | 3,766 | $392.0K | 0.01% | +1,770+88.7% | Added |
| Sky Investment Group LLC | 3,776 | $393.0K | 0.09% | +35+0.9% | Added |
| Systematic Alpha Investments, LLC | 3,781 | $394.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,793 | $395.0K | 0.02% | +58+1.6% | Added |
| New England Research & Management, Inc. | 3,805 | $396.0K | 0.23% | −170−4.3% | Reduced |
| St Germain D J Co Inc | 3,823 | $398.0K | 0.03% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 3,823 | $398.0K | 0.22% | +18+0.5% | Added |
| Jackson Creek Investment Advisors LLC | 3,627 | $398.0K | 0.16% | +3,627 | New |
| Lyell Wealth Management, LP | 3,830 | $399.0K | 0.07% | +28+0.7% | Added |
| ASB Consultores, LLC | 3,843 | $400.0K | 0.17% | +544+16.5% | Added |
| Gateway Investment Advisers LLC | 3,942 | $411.0K | 0.00% | +128+3.4% | Added |
| Cetera Advisor Networks LLC | 3,965 | $413.0K | 0.01% | +827+26.4% | Added |
| Fund Management at Engine No. 1 LLC | 3,970 | $414.0K | 0.11% | +466+13.3% | Added |
| RMR Wealth Builders | 4,000 | $417.0K | 0.10% | −2,057−34.0% | Reduced |
| Quinn Opportunity Partners LLC | 4,000 | $417.0K | 0.04% | +4,000 | New |
| Mission Creek Capital Partners, Inc. | 4,035 | $420.0K | 0.14% | −235−5.5% | Reduced |
| Investment Management of Virginia LLC | 4,033 | $420.0K | 0.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,038 | $421.0K | 0.09% | +202+5.3% | Added |
| Alpha Cubed Investments, LLC | 4,060 | $423.0K | 0.03% | −384−8.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,095 | $427.0K | 0.02% | +779+23.5% | Added |
| Whitener Capital Management, Inc. | 4,164 | $433.0K | 0.20% | −450−9.8% | Reduced |
| Venture Visionary Partners LLC | 4,168 | $434.3K | 0.03% | +193+4.9% | Added |
| Bridgefront Capital, LLC | 4,179 | $435.0K | 0.48% | +4,179 | New |
| Advisors Asset Management, Inc. | 4,204 | $438.0K | 0.01% | +4,204 | New |
| Schechter Investment Advisors, LLC | 4,212 | $439.0K | 0.04% | −757−15.2% | Reduced |
| Profund Advisors LLC | 4,247 | $442.0K | 0.03% | −1,524−26.4% | Reduced |
| Beacon Pointe Advisors, LLC | 4,330 | $452.0K | 0.01% | −24,117−84.8% | Reduced |
| Franklin Street Advisors Inc | 4,340 | $452.0K | 0.04% | −200−4.4% | Reduced |
| Trust Asset Management LLC | 4,355 | $454.0K | 0.06% | −21−0.5% | Reduced |
| Johnson Investment Counsel Inc | 4,370 | $455.0K | 0.01% | +328+8.1% | Added |
| Echo Street Capital Management LLC | 4,381 | $456.0K | 0.00% | +23+0.5% | Added |
| Moreno Evelyn V | 4,386 | $457.0K | 0.11% | +4,386 | New |
| Summit Financial Group Inc | 4,412 | $459.0K | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,435 | $462.0K | 0.05% | +46+1.0% | Added |
| Mountain Pacific Investment Advisers Inc | 4,448 | $463.0K | 0.04% | −400−8.3% | Reduced |
| Acropolis Investment Management, LLC | 4,467 | $465.0K | 0.05% | +10.0% | Added |
| Fukoku Mutual Life Insurance Co | 4,468 | $466.0K | 0.04% | −342−7.1% | Reduced |
| Conning Inc. | 4,500 | $469.0K | 0.01% | −38−0.8% | Reduced |
| Difesa Capital Management, LP | 4,500 | $469.0K | 0.32% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 4,512 | $470.0K | 0.32% | 00.0% | Unchanged |
| Pitcairn Co | 4,533 | $472.0K | 0.05% | −61−1.3% | Reduced |
| Geneos Wealth Management Inc. | 4,433 | $473.0K | 0.02% | +10.0% | Added |
| Parsons Capital Management Inc | 4,545 | $474.0K | 0.04% | +50+1.1% | Added |
| Partners in Financial Planning | 4,395 | $476.1K | 0.15% | +37+0.8% | Added |
| Prospera Financial Services Inc | 4,596 | $480.0K | 0.02% | −38−0.8% | Reduced |
| Parallel Advisors, LLC | 4,609 | $480.0K | 0.02% | +176+4.0% | Added |