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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 5,469 | $997.7K | 0.09% | +43+0.8% | Added |
| Cooper Financial Group | 5,475 | $998.7K | 0.10% | −360−6.2% | Reduced |
| Ci Investments Inc. | 5,491 | $1.00M | 0.00% | +88+1.6% | Added |
| William B. Walkup & Associates, Inc. | 5,600 | $1.00M | 0.60% | −36,203−86.6% | Reduced |
| Winton Group Ltd | 5,534 | $1.01M | 0.04% | +5,534 | New |
| LGT Fund Management Co Ltd. | 5,538 | $1.01M | 0.04% | +3,938+246.1% | Added |
| Stony Point Wealth Management Inc. | 5,544 | $1.01M | 0.40% | +258+4.9% | Added |
| GLOBALT Investments LLC | 5,556 | $1.01M | 0.04% | −6−0.1% | Reduced |
| Northcape Wealth Management, LLC | 5,561 | $1.01M | 0.28% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,582 | $1.02M | 0.03% | +1,078+23.9% | Added |
| Perpetual Ltd | 5,588 | $1.02M | 0.02% | +491+9.6% | Added |
| Checchi Capital Advisers, LLC | 5,589 | $1.02M | 0.07% | +626+12.6% | Added |
| Continuum Advisory, LLC | 5,618 | $1.02M | 0.10% | +125+2.3% | Added |
| Northern Financial Advisors Inc | 5,621 | $1.03M | 0.75% | +1,461+35.1% | Added |
| Curated Wealth Partners LLC | 5,629 | $1.03M | 0.13% | +454+8.8% | Added |
| South State Corp. | 5,636 | $1.03M | 0.05% | −102−1.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,669 | $1.03M | 0.25% | +919+19.3% | Added |
| Change Path, LLC | 5,688 | $1.04M | 0.02% | −1,626−22.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,706 | $1.04M | 0.03% | −84−1.5% | Reduced |
| ClearAlpha Technologies LP | 5,724 | $1.04M | 2.15% | +5,724 | New |
| Bank of Hawaii | 5,727 | $1.04M | 0.05% | −64−1.1% | Reduced |
| Intesa Sanpaolo Wealth Management | 5,750 | $1.05M | 0.26% | +5,750 | New |
| Arvest Investments, Inc. | 5,780 | $1.05M | 0.14% | −50−0.9% | Reduced |
| Parus Finance (UK) Ltd | 5,787 | $1.06M | 0.32% | +1,502+35.1% | Added |
| Asset Dedication, LLC | 5,811 | $1.06M | 0.07% | −1,152−16.5% | Reduced |
| WealthTrust Asset Management, LLC | 5,828 | $1.06M | 0.63% | +32+0.6% | Added |
| Segment Wealth Management, LLC | 5,843 | $1.07M | 0.06% | +107+1.9% | Added |
| Brookstone Capital Management | 5,852 | $1.07M | 0.01% | −1,946−25.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,865 | $1.07M | 0.02% | +47+0.8% | Added |
| Cigna Investments Inc | 5,869 | $1.07M | 0.17% | −213−3.5% | Reduced |
| Whitener Capital Management, Inc. | 5,879 | $1.07M | 0.24% | −10−0.2% | Reduced |
| Redwood Investment Management, LLC | 5,889 | $1.07M | 0.13% | +5,889 | New |
| Gratus Wealth Advisors, LLC | 5,955 | $1.09M | 0.16% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,967 | $1.09M | 0.06% | −116,356−95.1% | Reduced |
| Numerai GP LLC | 5,973 | $1.09M | 0.11% | +5,973 | New |
| Uncommon Cents Investing LLC | 5,985 | $1.09M | 0.25% | +205+3.5% | Added |
| Westpac Banking Corp | 5,994 | $1.09M | 0.08% | −73−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 5,996 | $1.09M | 0.01% | −36−0.6% | Reduced |
| Bamco Inc | 6,000 | $1.09M | 0.00% | −135−2.2% | Reduced |
| NewEdge Wealth, LLC | 6,003 | $1.10M | 0.01% | −5,159−46.2% | Reduced |
| Everhart Financial Group, Inc. | 6,017 | $1.10M | 0.09% | +794+15.2% | Added |
| Greenspring Advisors, LLC | 6,041 | $1.10M | 0.07% | −218−3.5% | Reduced |
| Gibbs Wealth Management | 6,128 | $1.12M | 0.15% | +6,128 | New |
| Ronald Blue Trust, Inc. | 6,133 | $1.12M | 0.01% | +1,400+29.6% | Added |
| Groupama Asset Managment | 6,143 | $1.12M | 0.02% | −3,409−35.7% | Reduced |
| Atom Investors LP | 6,147 | $1.12M | 0.08% | +2,386+63.4% | Added |
| FIL Ltd | 6,158 | $1.12M | 0.00% | −8,605−58.3% | Reduced |
| Verdence Capital Advisors LLC | 6,170 | $1.13M | 0.07% | −58−0.9% | Reduced |
| Advisors Asset Management, Inc. | 6,172 | $1.13M | 0.02% | +1,430+30.2% | Added |
| Park Edge Advisors, LLC | 6,290 | $1.15M | 0.26% | +16+0.3% | Added |
| Greenland Capital Management LP | 6,300 | $1.15M | 0.23% | +782+14.2% | Added |
| Hazlett, Burt & Watson, Inc. | 6,326 | $1.15M | 0.36% | +243+4.0% | Added |
| NorthRock Partners, LLC | 6,338 | $1.16M | 0.02% | +1,345+26.9% | Added |
| Foster & Motley Inc | 6,351 | $1.16M | 0.06% | −369−5.5% | Reduced |
| Equitable Trust Co | 6,371 | $1.16M | 0.05% | +51+0.8% | Added |
| Qtron Investments LLC | 6,392 | $1.17M | 0.16% | −337−5.0% | Reduced |
| Crestwood Advisors Group LLC | 6,395 | $1.17M | 0.02% | −140−2.1% | Reduced |
| Prosperity Consulting Group, LLC | 6,402 | $1.17M | 0.05% | −475−6.9% | Reduced |
| Circle Wealth Management, LLC | 6,407 | $1.17M | 0.02% | +2,540+65.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,434 | $1.17M | 0.14% | +1,057+19.7% | Added |
| Cary Street Partners Financial LLC | 6,435 | $1.17M | 0.03% | −26−0.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,461 | $1.18M | 0.35% | +1,026+18.9% | Added |
| Personal Cfo Solutions, LLC | 6,482 | $1.18M | 0.17% | −876−11.9% | Reduced |
| American Money Management, LLC | 6,496 | $1.19M | 0.19% | −177−2.7% | Reduced |
| Sargent Investment Group, LLC | 6,496 | $1.19M | 0.16% | +33+0.5% | Added |
| Forum Financial Management, LP | 6,509 | $1.19M | 0.02% | −10,107−60.8% | Reduced |
| Mediolanum International Funds Ltd | 6,668 | $1.19M | 0.01% | −236,597−97.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 6,526 | $1.19M | 0.35% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,531 | $1.19M | 0.03% | +315+5.1% | Added |
| Navalign, LLC | 6,533 | $1.19M | 0.30% | −871−11.8% | Reduced |
| Permanens Capital L.P. | 6,547 | $1.19M | 0.15% | −4,731−41.9% | Reduced |
| Hexagon Capital Partners LLC | 6,551 | $1.20M | 0.17% | +6,551 | New |
| Capital Investment Advisors, LLC | 6,565 | $1.20M | 0.02% | −454−6.5% | Reduced |
| Great Valley Advisor Group, Inc. | 6,574 | $1.20M | 0.02% | +179+2.8% | Added |
| Fort Point Capital Partners LLC | 6,634 | $1.21M | 0.16% | +147+2.3% | Added |
| Leisure Capital Management | 6,658 | $1.21M | 0.43% | −771−10.4% | Reduced |
| GenTrust, LLC | 6,661 | $1.22M | 0.05% | −492−6.9% | Reduced |
| Portside Wealth Group, LLC | 6,675 | $1.22M | 0.17% | +4,278+178.5% | Added |
| Cambria Investment Management, L.P. | 6,675 | $1.22M | 0.07% | +2,764+70.7% | Added |
| Integral Investment Advisors, Inc. | 6,684 | $1.22M | 0.30% | −449−6.3% | Reduced |
| Choate Investment Advisors | 6,692 | $1.22M | 0.02% | +184+2.8% | Added |
| Valeo Financial Advisors, LLC | 6,694 | $1.22M | 0.03% | −3,452−34.0% | Reduced |
| Platform Technology Partners | 6,753 | $1.23M | 0.24% | +764+12.8% | Added |
| Sagewood Asset Management LP | 6,771 | $1.24M | 0.39% | +543+8.7% | Added |
| Advisors Preferred, LLC | 6,800 | $1.24M | 0.18% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,784 | $1.25M | 0.07% | +418+6.6% | Added |
| Colonial River Wealth Management, LLC | 6,867 | $1.25M | 0.45% | +655+10.5% | Added |
| CSS LLC | 6,886 | $1.26M | 0.07% | +3,060+80.0% | Added |
| PEAK6 LLC | 6,909 | $1.26M | 0.04% | −12,670−64.7% | Reduced |
| Barden Capital Management, Inc. | 6,921 | $1.26M | 1.08% | +291+4.4% | Added |
| Nordwand Advisors, LLC | 6,927 | $1.26M | 0.22% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,938 | $1.27M | 0.02% | −9,961−58.9% | Reduced |
| Fulton Bank, N.A. | 6,939 | $1.27M | 0.04% | −94−1.3% | Reduced |
| Sovran Advisors, LLC | 6,617 | $1.27M | 0.10% | −1,726−20.7% | Reduced |
| South Shore Capital Advisors | 6,943 | $1.27M | 0.93% | −788−10.2% | Reduced |
| PFG Investments, LLC | 6,953 | $1.27M | 0.06% | −368−5.0% | Reduced |
| Diligent Investors, LLC | 6,962 | $1.27M | 0.31% | +581+9.1% | Added |
| Americana Partners, LLC | 6,987 | $1.27M | 0.03% | +1,064+18.0% | Added |
| Hennessy Advisors Inc | 7,000 | $1.28M | 0.05% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 7,008 | $1.28M | 0.08% | −102−1.4% | Reduced |