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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 7,038 | $1.28M | 0.04% | −24−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 7,075 | $1.29M | 0.04% | −118−1.6% | Reduced |
| Trust Asset Management LLC | 7,100 | $1.30M | 0.09% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 7,112 | $1.30M | 0.51% | +29+0.4% | Added |
| Daymark Wealth Partners, LLC | 7,149 | $1.30M | 0.04% | +1,641+29.8% | Added |
| Meridian Financial Partners LLC | 7,232 | $1.31M | 0.50% | +200+2.8% | Added |
| Jefferies Financial Group Inc. | 7,183 | $1.31M | 0.02% | −27,647−79.4% | Reduced |
| Permanent Capital Management, LP | 6,859 | $1.31M | 0.20% | −6,860−50.0% | Reduced |
| Lecap Asset Management Ltd | 7,209 | $1.32M | 0.49% | +1,934+36.7% | Added |
| Lowe Brockenbrough & Co Inc | 7,239 | $1.32M | 0.07% | −125−1.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,247 | $1.32M | 0.02% | −2,871−28.4% | Reduced |
| Intact Investment Management Inc. | 7,300 | $1.33M | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,345 | $1.34M | 0.05% | +324+4.6% | Added |
| Nicolet Bankshares Inc | 7,291 | $1.34M | 0.05% | +7,291 | New |
| MASTERINVEST Kapitalanlage GmbH | 7,355 | $1.34M | 0.14% | −7,552−50.7% | Reduced |
| Parkside Financial Bank & Trust | 7,429 | $1.36M | 0.10% | −61−0.8% | Reduced |
| Silvant Capital Management LLC | 7,445 | $1.36M | 0.05% | −59−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,514 | $1.37M | 0.04% | +2,160+40.3% | Added |
| Adirondack Capital Advisors, LLC | 7,520 | $1.37M | 0.88% | 00.0% | Unchanged |
| First National Bank of Omaha | 7,721 | $1.38M | 0.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 7,584 | $1.38M | 0.09% | +1,268+20.1% | Added |
| Whelan Financial | 7,586 | $1.38M | 0.43% | +561+8.0% | Added |
| Stock Yards Bank & Trust Co | 7,589 | $1.38M | 0.04% | −387−4.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,597 | $1.39M | 0.07% | +1,466+23.9% | Added |
| Portfolio Design Labs, LLC | 7,604 | $1.39M | 0.25% | −1,052−12.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 7,618 | $1.39M | 0.02% | +1,478+24.1% | Added |
| Rothschild Investment LLC | 7,632 | $1.39M | 0.07% | +529+7.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,660 | $1.40M | 0.22% | −40−0.5% | Reduced |
| Rowland & Co Investment Counsel | 7,669 | $1.40M | 0.28% | −637−7.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,707 | $1.41M | 0.11% | −95−1.2% | Reduced |
| Moors & Cabot, Inc. | 7,714 | $1.41M | 0.06% | −397−4.9% | Reduced |
| Group One Trading, L.P. | 7,725 | $1.41M | 0.05% | −12,249−61.3% | Reduced |
| Twinbeech Capital LP | 7,813 | $1.43M | 0.15% | +6,588+537.8% | Added |
| Integrated Advisors Network LLC | 7,832 | $1.43M | 0.07% | −8,349−51.6% | Reduced |
| Crawford Investment Counsel Inc | 7,835 | $1.43M | 0.02% | −415−5.0% | Reduced |
| Independence Bank of Kentucky | 7,857 | $1.43M | 0.18% | +25+0.3% | Added |
| Stenger Family Office, LLC | 7,866 | $1.43M | 0.26% | +28+0.4% | Added |
| Adviser Investments LLC | 7,890 | $1.44M | 0.02% | +14+0.2% | Added |
| Premier Path Wealth Partners, LLC | 7,897 | $1.44M | 0.19% | +475+6.4% | Added |
| Legacy Financial Advisors, Inc. | 7,914 | $1.44M | 0.20% | −1,741−18.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,949 | $1.45M | 0.07% | +234+3.0% | Added |
| Headlands Technologies LLC | 7,984 | $1.46M | 0.17% | +7,984 | New |
| Cidel Asset Management Inc | 7,989 | $1.46M | 0.08% | +902+12.7% | Added |
| Diversified Management Inc | 7,997 | $1.46M | 0.25% | +7,997 | New |
| Ally Financial Inc. | 8,000 | $1.46M | 0.18% | +8,000 | New |
| Canal Capital Management, LLC | 8,017 | $1.46M | 0.20% | +8+0.1% | Added |
| Kingstone Capital Partners Texas, LLC | 8,027 | $1.46M | 0.90% | +39+0.5% | Added |
| AIA Group Ltd | 8,094 | $1.48M | 0.02% | +8,094 | New |
| Family Legacy, Inc. | 8,106 | $1.48M | 0.44% | +131+1.6% | Added |
| Main Street Group, LTD | 8,138 | $1.48M | 0.44% | −132−1.6% | Reduced |
| Kinneret Advisory, LLC | 8,144 | $1.49M | 0.14% | −361−4.2% | Reduced |
| TCG Advisory Services, LLC | 8,165 | $1.49M | 0.04% | +3,181+63.8% | Added |
| Snowden Capital Advisors LLC | 8,209 | $1.50M | 0.04% | −1,345−14.1% | Reduced |
| Kestra Investment Management, LLC | 8,256 | $1.51M | 0.03% | −4,222−33.8% | Reduced |
| J. Goldman & Co LP | 8,300 | $1.51M | 0.07% | +8,300 | New |
| Founders Financial Securities LLC | 7,894 | $1.54M | 0.09% | −184−2.3% | Reduced |
| Sagespring Wealth Partners, LLC | 8,433 | $1.54M | 0.03% | −508−5.7% | Reduced |
| Diversified Trust Co | 8,434 | $1.54M | 0.03% | −20.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,445 | $1.54M | 0.04% | +917+12.2% | Added |
| AE Wealth Management LLC | 8,535 | $1.56M | 0.01% | +736+9.4% | Added |
| Simon Quick Advisors, LLC | 8,586 | $1.57M | 0.07% | −1,756−17.0% | Reduced |
| Inceptionr LLC | 8,589 | $1.57M | 0.38% | +8,589 | New |
| CSM Advisors, LLC | 8,595 | $1.57M | 0.04% | −408−4.5% | Reduced |
| SageView Advisory Group, LLC | 8,631 | $1.57M | 0.06% | −582−6.3% | Reduced |
| Plato Investment Management Ltd | 8,644 | $1.58M | 0.11% | −70−0.8% | Reduced |
| Haverford Trust Co | 8,697 | $1.59M | 0.01% | +200+2.4% | Added |
| Virtus Investment Advisers, Inc. | 8,740 | $1.59M | 0.44% | +8,740 | New |
| Mount Lucas Management LP | 8,799 | $1.61M | 0.59% | +2,657+43.3% | Added |
| Dynamic Technology Lab Private Ltd | 8,810 | $1.61M | 0.26% | +8,810 | New |
| Impact Partnership Wealth, LLC | 8,812 | $1.61M | 0.20% | +8,812 | New |
| Exchange Traded Concepts, LLC | 8,832 | $1.61M | 0.01% | +2,011+29.5% | Added |
| SRS Capital Advisors, Inc. | 8,840 | $1.61M | 0.05% | +2,578+41.2% | Added |
| SageGuard Financial Group, LLC | 8,870 | $1.62M | 0.25% | +810+10.0% | Added |
| Aaron Wealth Advisors | 8,977 | $1.64M | 0.09% | −3,173−26.1% | Reduced |
| Diversify Wealth Management, LLC | 8,587 | $1.64M | 0.03% | +6,903+409.9% | Added |
| MCF Advisors LLC | 8,987 | $1.64M | 0.07% | +4,244+89.5% | Added |
| Brooks, Moore & Associates, Inc. | 8,988 | $1.64M | 0.82% | −702−7.2% | Reduced |
| Avidian Wealth Solutions, LLC | 8,999 | $1.64M | 0.05% | +5,647+168.5% | Added |
| Emissary Wealth LLC | 9,057 | $1.65M | 1.55% | +491+5.7% | Added |
| ISAM Funds (UK) Ltd | 9,114 | $1.66M | 0.82% | +9,114 | New |
| Ancora Advisors, LLC | 9,119 | $1.66M | 0.04% | −501−5.2% | Reduced |
| First Horizon Corp | 9,119 | $1.66M | 0.07% | +12+0.1% | Added |
| VCI Wealth Management LLC | 9,132 | $1.67M | 0.46% | +306+3.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 9,173 | $1.67M | 0.55% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9,185 | $1.68M | 0.06% | −705−7.1% | Reduced |
| Avestar Capital, LLC | 9,257 | $1.69M | 0.12% | −291−3.0% | Reduced |
| Camelot Portfolios, LLC | 9,262 | $1.69M | 1.27% | −216−2.3% | Reduced |
| Manuka Financial, LLC | 9,294 | $1.70M | 1.05% | +10.0% | Added |
| Argent Trust Co | 9,305 | $1.70M | 0.06% | −671−6.7% | Reduced |
| First Citizens Bank & Trust Co | 9,340 | $1.70M | 0.04% | −141−1.5% | Reduced |
| Nilsine Partners, LLC | 8,869 | $1.72M | 0.13% | +1,885+27.0% | Added |
| River Street Advisors LLC | 9,458 | $1.73M | 0.58% | +311+3.4% | Added |
| Siemens Fonds Invest GmbH | 9,480 | $1.73M | 0.10% | −120−1.3% | Reduced |
| Central Trust Co | 9,494 | $1.73M | 0.03% | +266+2.9% | Added |
| Burns J W & Co Inc | 9,600 | $1.75M | 0.20% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 9,642 | $1.76M | 0.02% | +554+6.1% | Added |
| Flputnam Investment Management Co | 9,646 | $1.76M | 0.03% | −34,504−78.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,735 | $1.78M | 0.03% | +4,350+80.8% | Added |
| Massmutual Trust Co FSB | 9,807 | $1.79M | 0.05% | −379−3.7% | Reduced |
| Ballentine Partners, LLC | 9,955 | $1.82M | 0.03% | −535−5.1% | Reduced |