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, Q1 2026
Institutional positions in Capital One Financial Corp as of Mar 31, 2026. 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
- 2,081
- −101 vs. Q4 2025
- Shares held
- 528.3M
- +45.8M (+9.5%) vs. Q4 2025
- Total value
- $96.4B
- −$20.5B (−17.5%) vs. Q4 2025
- New holders
- 195
- 792 more added
- Sold out
- 296
- 814 more reduced
29 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 3,121 | $569.3K | 0.00% | −421−11.9% | Reduced |
| Councilmark Asset Management, LLC | 3,128 | $570.6K | 0.33% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3,145 | $574.1K | 0.14% | +2,095+199.5% | Added |
| Cornerstone Wealth Management, LLC | 3,155 | $575.5K | 0.03% | +156+5.2% | Added |
| TIAA Wealth Investment Management LLC | 3,163 | $576.6K | 0.00% | +3,163 | New |
| Generation Capital Management LLC | 3,171 | $578.4K | 0.42% | 00.0% | Unchanged |
| Viawealth, LLC | 3,173 | $578.9K | 0.32% | +1,107+53.6% | Added |
| Matrix Asset Advisors Inc | 3,178 | $579.8K | 0.05% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,219 | $580.1K | 0.03% | +109+3.5% | Added |
| tru Independence LLC | 3,187 | $581.3K | 0.29% | −30−0.9% | Reduced |
| Focused Alpha, LLC | 3,190 | $582.0K | 0.18% | −2,272−41.6% | Reduced |
| AlphaGrep UK Ltd | 3,194 | $582.7K | 0.17% | +2,209+224.3% | Added |
| Wesbanco Bank Inc | 3,201 | $584.0K | 0.02% | −174−5.2% | Reduced |
| Silver Oak Securities, Inc | 3,214 | $586.3K | 0.04% | +94+3.0% | Added |
| Trifecta Capital Advisors, LLC | 3,223 | $588.0K | 0.09% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,227 | $588.7K | 0.02% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,233 | $589.7K | 0.10% | −50−1.5% | Reduced |
| TRB Wealth Management, LLC | 3,233 | $589.8K | 0.08% | +3,233 | New |
| Banco Santander, S.A. | 3,240 | $591.1K | 0.00% | −143,706−97.8% | Reduced |
| Scotia Capital Inc. | 3,246 | $592.2K | 0.00% | −6,328−66.1% | Reduced |
| Zhang Financial LLC | 3,247 | $592.4K | 0.02% | +197+6.5% | Added |
| Modern Wealth Management, LLC | 3,223 | $594.6K | 0.01% | −3,979−55.2% | Reduced |
| Valley National Advisers Inc | 3,271 | $596.0K | 0.08% | −43−1.3% | Reduced |
| Western Financial Corp | 3,277 | $597.8K | 0.23% | −2,268−40.9% | Reduced |
| Everpar Advisors LLC | 3,288 | $599.8K | 0.21% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,297 | $601.5K | 0.46% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,299 | $602.0K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,310 | $603.8K | 0.04% | +722+27.9% | Added |
| GeoWealth Management, LLC | 3,334 | $608.0K | 0.02% | +215+6.9% | Added |
| AlTi Global, Inc. | 3,342 | $609.8K | 0.01% | −38−1.1% | Reduced |
| Patron Partners Advisors, LLC | 3,351 | $611.3K | 0.27% | −870−20.6% | Reduced |
| Wealth Alliance | 3,352 | $611.6K | 0.06% | −92−2.7% | Reduced |
| Founders Financial Alliance, LLC | 3,353 | $611.8K | 0.11% | +4+0.1% | Added |
| Armstrong Advisory Group, Inc | 3,354 | $611.8K | 0.04% | −114−3.3% | Reduced |
| Resonant Capital Advisors, LLC | 3,361 | $613.1K | 0.03% | +262+8.5% | Added |
| Unique Wealth Strategies, LLC | 3,367 | $614.3K | 0.25% | +476+16.5% | Added |
| Lester Murray Antman dba SimplyRich | 3,375 | $615.0K | 0.16% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,374 | $615.5K | 0.03% | +61+1.8% | Added |
| Blueshift Asset Management, LLC | 3,375 | $615.7K | 0.19% | +3,375 | New |
| L2 Asset Management, LLC | 3,377 | $616.1K | 0.06% | +194+6.1% | Added |
| Gilliland Jeter Wealth Management LLC | 3,389 | $618.3K | 0.18% | +8+0.2% | Added |
| Abel Hall, LLC | 3,395 | $619.3K | 0.13% | +832+32.5% | Added |
| Kera Capital Partners, Inc. | 3,395 | $619.4K | 0.08% | −39−1.1% | Reduced |
| RiverFront Investment Group, LLC | 3,425 | $624.8K | 0.01% | +1,202+54.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,428 | $625.4K | 0.06% | +25+0.7% | Added |
| S Harris Financial Group, LLC | 3,429 | $625.5K | 0.57% | +38+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 3,297 | $626.2K | 0.01% | −155−4.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,462 | $631.6K | 0.05% | +53+1.6% | Added |
| Traub Capital Management LLC | 3,471 | $633.1K | 0.63% | +261+8.1% | Added |
| LRI Investments, LLC | 3,478 | $634.5K | 0.06% | −68−1.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,486 | $635.8K | 0.04% | +1,671+92.1% | Added |
| HCR Wealth Advisors | 3,494 | $637.6K | 0.07% | +32+0.9% | Added |
| Stembrook Asset Management, LLC | 3,500 | $638.5K | 0.63% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,514 | $641.1K | 0.04% | −1,159−24.8% | Reduced |
| Capital Investment Advisory Services, LLC | 3,549 | $647.5K | 0.05% | −55−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,574 | $652.0K | 0.04% | +31+0.9% | Added |
| Hudson Valley Investment Advisors Inc | 3,584 | $653.8K | 0.08% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,591 | $655.1K | 0.04% | −897−20.0% | Reduced |
| Neville Rodie & Shaw Inc | 3,625 | $661.0K | 0.05% | +1,260+53.3% | Added |
| Financial Engines Advisors L.L.C. | 3,627 | $661.7K | 0.00% | −3,362−48.1% | Reduced |
| Harmony Asset Management LLC | 3,640 | $664.0K | 0.20% | +3,640 | New |
| Versant Capital Management, Inc | 3,647 | $665.4K | 0.07% | +234+6.9% | Added |
| Compagnie Lombard Odier SCmA | 3,650 | $665.9K | 0.01% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 3,652 | $666.2K | 0.24% | +272+8.0% | Added |
| Ellevest, Inc. | 3,661 | $667.9K | 0.09% | +280+8.3% | Added |
| Rexford Capital Inc | 3,669 | $669.3K | 0.48% | +45+1.2% | Added |
| Venturi Wealth Management, LLC | 3,673 | $670.1K | 0.03% | −652−15.1% | Reduced |
| Affinity Investment Advisors, LLC | 3,683 | $671.9K | 0.42% | +560+17.9% | Added |
| Optas, LLC | 3,703 | $675.5K | 0.10% | −184−4.7% | Reduced |
| Shepherd Street Advisors LLC | 3,720 | $678.6K | 0.67% | −277−6.9% | Reduced |
| Canoe Financial LP | 3,727 | $679.9K | 0.01% | −267,026−98.6% | Reduced |
| Laraway Financial Inc | 3,748 | $683.7K | 0.48% | −203−5.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,779 | $689.4K | 0.10% | +52+1.4% | Added |
| PDS Planning, Inc | 3,788 | $691.0K | 0.05% | −1,267−25.1% | Reduced |
| Advisory Alpha, LLC | 3,786 | $691.1K | 0.02% | +5+0.1% | Added |
| McCollum Christoferson Group LLC | 3,791 | $691.6K | 0.21% | +741+24.3% | Added |
| Sunpointe, LLC | 3,797 | $692.7K | 0.23% | −408−9.7% | Reduced |
| LVW Advisors, LLC | 3,798 | $692.9K | 0.07% | +1,802+90.3% | Added |
| Advisor OS, LLC | 3,805 | $694.1K | 0.05% | +545+16.7% | Added |
| Fiduciary Trust Co | 3,816 | $696.1K | 0.01% | +1,249+48.7% | Added |
| Auxano Advisors, LLC | 3,825 | $697.8K | 0.14% | +167+4.6% | Added |
| Accredited Investors Inc. | 3,829 | $698.5K | 0.04% | −685−15.2% | Reduced |
| Larson Financial Group LLC | 3,833 | $699.2K | 0.02% | +973+34.0% | Added |
| Birnam Oak Advisors, LP | 3,833 | $699.3K | 0.19% | −16,000−80.7% | Reduced |
| Mirabella Financial Services LLP | 3,847 | $701.8K | 0.07% | +3,847 | New |
| Boston Private Wealth LLC | 3,853 | $702.9K | 0.05% | −575−13.0% | Reduced |
| Flavin Financial Services, Inc. | 3,873 | $706.6K | 0.48% | −44−1.1% | Reduced |
| Kendall Capital Management | 3,911 | $713.5K | 0.15% | −151−3.7% | Reduced |
| Catalyst Financial Partners LLC | 3,929 | $716.8K | 0.08% | +275+7.5% | Added |
| Beese Fulmer Investment Management, Inc. | 3,933 | $717.5K | 0.05% | −743−15.9% | Reduced |
| CWA Asset Management Group, LLC | 3,943 | $719.4K | 0.02% | +191+5.1% | Added |
| Confluence Wealth Services, Inc. | 3,975 | $725.0K | 0.03% | +213+5.7% | Added |
| Ironwood Investment Counsel, LLC | 3,995 | $728.8K | 0.10% | +10+0.3% | Added |
| Evoke Wealth, LLC | 4,004 | $730.6K | 0.01% | +490+13.9% | Added |
| Riverwater Partners LLC | 4,031 | $735.4K | 0.25% | −37−0.9% | Reduced |
| New Wave Wealth Advisors LLC | 4,039 | $736.8K | 0.26% | +376+10.3% | Added |
| Csenge Advisory Group | 4,041 | $737.3K | 0.03% | −1,104−21.5% | Reduced |
| Sather Financial Group Inc | 4,076 | $743.6K | 0.05% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 4,076 | $743.6K | 0.03% | +4,076 | New |
| Erste Asset Management GmbH | 4,190 | $746.4K | 0.01% | 00.0% | Unchanged |