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, 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 | 2,129 | $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, 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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 3,236 | $337.0K | 0.02% | +271+9.1% | Added |
| Deseret Mutual Benefit Administrators | 3,212 | $335.0K | 0.08% | +234+7.9% | Added |
| 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 |
| Personal Cfo Solutions, LLC | 3,192 | $333.0K | 0.08% | −664−17.2% | Reduced |
| 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 |
| Sargent Investment Group, LLC | 3,166 | $330.0K | 0.10% | +325+11.4% | 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 |
| Clear Street Markets LLC | 3,123 | $325.0K | 0.11% | +353+12.7% | Added |
| Central Trust Co | 3,098 | $323.0K | 0.01% | −325−9.5% | Reduced |
| 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 |
| tru Independence LLC | 3,032 | $316.0K | 0.10% | +3,032 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Riverview Capital Advisers, LLC | 2,111 | $305.7K | 0.17% | +12+0.6% | Added |
| Keybank National Association | 2,879 | $300.0K | 0.00% | +1,006+53.7% | Added |
| NorthRock Partners, LLC | 2,869 | $299.0K | 0.03% | +1,059+58.5% | Added |
| 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 |
| 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 |
| Gryphon Financial Partners LLC | 2,807 | $293.0K | 0.07% | −66−2.3% | Reduced |
| CWM, LLC | 2,789 | $291.0K | 0.00% | +187+7.2% | 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 |
| Henshaw Capital LLC | 2,695 | $280.8K | 0.02% | +252+10.3% | Added |
| 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 |
| Old Port Advisors | 2,584 | $276.0K | 0.11% | −75−2.8% | Reduced |
| Vise Technologies, Inc. | 2,640 | $275.0K | 0.11% | +493+23.0% | Added |
| Montag A & Associates Inc | 2,626 | $274.0K | 0.02% | −1,082−29.2% | 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 |
| Greenspring Advisors, LLC | 2,602 | $271.0K | 0.08% | −27−1.0% | Reduced |
| Trust Co of Oklahoma | 2,586 | $269.4K | 0.13% | −1,431−35.6% | Reduced |
| 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 |
| Mount Vernon Associates Inc | 2,550 | $266.0K | 0.32% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,543 | $265.0K | 0.08% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 2,530 | $264.0K | 0.08% | −12−0.5% | Reduced |
| Manitou Investment Management Ltd. | 2,500 | $260.0K | 0.05% | −500−16.7% | Reduced |
| Aspiriant, LLC | 2,479 | $259.0K | 0.01% | −212−7.9% | Reduced |
| OneAscent Financial Services LLC | 2,473 | $258.0K | 0.12% | +173+7.5% | 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 |
| Continuum Advisory, LLC | 2,446 | $255.0K | 0.05% | +265+12.2% | Added |
| 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 |
| StoneX Group Inc. | 2,421 | $252.2K | 0.03% | −95−3.8% | Reduced |
| Avitas Wealth Management LLC | 2,415 | $252.0K | 0.06% | +2,415 | New |
| Harvest Fund Management Co., Ltd | 2,389 | $249.0K | 0.07% | −113−4.5% | Reduced |
| Sendero Wealth Management, LLC | 2,180 | $246.0K | 0.24% | +2,180 | 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 |
| 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 |
| Welch Group, LLC | 2,327 | $242.0K | 0.01% | +31+1.4% | Added |
| 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 |
| 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 |
| WMS Partners, LLC | 2,271 | $237.0K | 0.04% | 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 |
| Burke & Herbert Bank & Trust Co | 2,258 | $235.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| 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 |
| Roman Butler Fullerton & Co | 2,140 | $231.0K | 0.13% | +3+0.1% | Added |
| Compagnie Lombard Odier SCmA | 2,203 | $230.0K | 0.01% | 00.0% | Unchanged |
| Joule Financial, LLC | 2,194 | $229.0K | 0.18% | +2,194 | New |
| Kovack Advisors, Inc. | 2,185 | $228.0K | 0.03% | −80−3.5% | Reduced |
| Bowen Hanes & Co Inc | 2,174 | $227.0K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,171 | $226.0K | 0.03% | +2,171 | New |
| 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 |
| 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 |
| 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 |
| FourThought Financial, LLC | 2,126 | $222.0K | 0.03% | −41−1.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,112 | $220.0K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,087 | $217.0K | 0.02% | +179+9.4% | Added |
| Ellevest, Inc. | 2,070 | $216.0K | 0.02% | −548−20.9% | Reduced |