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, 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
- 2,082
- −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
- 815 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 | 2,130 | $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, 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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 1,195 | $218.0K | 0.02% | −31−2.5% | Reduced |
| Main Street Financial Solutions, LLC | 1,195 | $218.0K | 0.02% | +143+13.6% | Added |
| Canton Hathaway, LLC | 1,200 | $218.9K | 0.04% | 00.0% | Unchanged |
| Unifi Asset Management LP | 1,200 | $218.9K | 0.13% | +1,200 | New |
| United Asset Strategies, Inc. | 1,202 | $219.3K | 0.02% | −75−5.9% | Reduced |
| Ponta Wealth Partners, LLC | 1,203 | $219.5K | 0.18% | +173+16.8% | Added |
| Primoris Wealth Advisors, LLC | 1,204 | $219.6K | 0.15% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,204 | $219.6K | 0.02% | +16+1.3% | Added |
| Cypress Capital, LLC | 1,209 | $220.6K | 0.06% | +208+20.8% | Added |
| Omnia Family Wealth, LLC | 1,220 | $222.6K | 0.07% | +56+4.8% | Added |
| Oakworth Capital, Inc. | 1,222 | $222.9K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,224 | $223.2K | 0.02% | +1,224 | New |
| Old Port Advisors | 1,225 | $223.5K | 0.05% | +1+0.1% | Added |
| Human Investing LLC | 1,231 | $224.6K | 0.03% | −11−0.9% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,232 | $224.8K | 0.08% | +1,232 | New |
| Jacobsen Capital Management | 1,233 | $224.9K | 0.08% | −135−9.9% | Reduced |
| LJI Wealth Management, LLC | 1,233 | $224.9K | 0.04% | 00.0% | Unchanged |
| First National Bank | 1,235 | $225.3K | 0.11% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,235 | $225.3K | 0.01% | +44+3.7% | Added |
| Lionshead Wealth Management, LLC | 1,236 | $225.5K | 0.17% | −4−0.3% | Reduced |
| West Paces Advisors Inc. | 1,236 | $225.5K | 0.04% | 00.0% | Unchanged |
| Baader Bank INC | 1,247 | $226.0K | 0.02% | −2,989−70.6% | Reduced |
| Cardinal Point Capital Management, ULC | 1,240 | $226.2K | 0.01% | +300+31.9% | Added |
| WSFS Capital Management, LLC | 1,241 | $226.4K | 0.01% | +91+7.9% | Added |
| Owl Creek Wealth Partners LLC | 1,244 | $226.9K | 0.08% | +1,244 | New |
| Altar Rock LLC | 1,248 | $227.7K | 0.27% | +287+29.9% | Added |
| COFG Advisors, LLC | 1,250 | $227.9K | 0.06% | +20+1.6% | Added |
| Lantz Financial LLC | 1,253 | $228.6K | 0.05% | +99+8.6% | Added |
| Canopy Partners, LLC | 1,258 | $229.5K | 0.08% | +172+15.8% | Added |
| Crescent Grove Advisors, LLC | 1,259 | $229.7K | 0.02% | +359+39.9% | Added |
| Quantum Private Wealth, LLC | 1,259 | $229.7K | 0.07% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 1,264 | $230.6K | 0.14% | −52−4.0% | Reduced |
| Beacon Financial Advisory LLC | 1,268 | $231.3K | 0.05% | +39+3.2% | Added |
| Saxony Capital Management, LLC | 1,270 | $231.7K | 0.13% | 00.0% | Unchanged |
| Centric Wealth Management | 1,221 | $231.9K | 0.05% | −163−11.8% | Reduced |
| Cove Private Wealth, LLC | 1,274 | $232.4K | 0.05% | 00.0% | Unchanged |
| Livet Wealth, LLC | 1,274 | $232.4K | 0.15% | +354+38.5% | Added |
| Kiley Juergens Wealth Management, LLC | 1,277 | $233.0K | 0.04% | +1,277 | New |
| Pittenger & Anderson Inc | 1,280 | $233.5K | 0.01% | −6,826−84.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,282 | $233.8K | 0.01% | −228−15.1% | Reduced |
| Fortis Capital Management LLC | 1,282 | $233.9K | 0.03% | −177−12.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,284 | $234.2K | 0.05% | +79+6.6% | Added |
| Berger Financial Group, Inc | 1,285 | $234.3K | 0.01% | −230−15.2% | Reduced |
| Inlet Private Wealth, LLC | 1,287 | $234.8K | 0.06% | −1,022−44.3% | Reduced |
| SlateStone Wealth, LLC | 1,288 | $235.0K | 0.02% | +2+0.2% | Added |
| Fort Washington Investment Advisors Inc | 1,289 | $235.2K | 0.00% | −69−5.1% | Reduced |
| Midland Wealth Advisors LLC | 1,290 | $235.3K | 0.01% | +116+9.9% | Added |
| Magnus Financial Group LLC | 1,290 | $235.4K | 0.02% | −538−29.4% | Reduced |
| Strategic Investment Advisors | 1,297 | $236.6K | 0.02% | +419+47.7% | Added |
| Marathon Capital Management | 1,299 | $237.0K | 0.05% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 1,300 | $237.2K | 0.00% | 00.0% | Unchanged |
| Saiph Capital, LLC | 1,300 | $237.2K | 0.09% | +1,300 | New |
| Shufro Rose & Co LLC | 1,301 | $237.3K | 0.02% | −84−6.1% | Reduced |
| Professional Financial Advisors, LLC | 1,302 | $237.5K | 0.05% | −6,480−83.3% | Reduced |
| Paradigm Asset Management Co LLC | 1,304 | $237.9K | 0.06% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,312 | $238.7K | 0.02% | +18+1.4% | Added |
| West Family Investments, Inc. | 1,309 | $238.8K | 0.08% | −1,577−54.6% | Reduced |
| Farmers Trust Co | 1,309 | $238.8K | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,311 | $239.2K | 0.02% | +108+9.0% | Added |
| Alteri Wealth LLC | 1,312 | $239.4K | 0.08% | +456+53.3% | Added |
| Elevated Financial Group LLC | 1,316 | $240.1K | 0.08% | −214−14.0% | Reduced |
| Clear Creek Financial Management, LLC | 1,317 | $240.3K | 0.02% | −184−12.3% | Reduced |
| Petix & Botte Co | 659 | $240.4K | 0.05% | +659 | New |
| Consilio Wealth Advisors, LLC | 1,320 | $240.8K | 0.07% | +85+6.9% | Added |
| B&L Asset Management LLC | 1,323 | $241.4K | 0.10% | +429+48.0% | Added |
| Kesler, Norman & Wride, LLC | 1,326 | $241.9K | 0.04% | +1,326 | New |
| Northstar Group, Inc. | 1,332 | $243.0K | 0.03% | 00.0% | Unchanged |
| Family Wealth Partners, LLC | 1,334 | $243.4K | 0.08% | +1,334 | New |
| Dynamic Wealth Strategies, LLC | 1,335 | $243.5K | 0.14% | −309−18.8% | Reduced |
| Landaas & Co | 1,337 | $243.9K | 0.05% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,340 | $244.5K | 0.14% | +455+51.4% | Added |
| Northwest Bancshares, Inc. | 1,342 | $244.8K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 1,345 | $245.4K | 0.05% | −184−12.0% | Reduced |
| Summit Wealth Group LLC | 1,346 | $245.6K | 0.03% | +138+11.4% | Added |
| Rooted Wealth Advisors, Inc. | 1,195 | $245.8K | 0.06% | +1,195 | New |
| Turning Point Benefit Group, Inc. | 1,336 | $246.0K | 0.16% | −18−1.3% | Reduced |
| Doheny Asset Management | 1,349 | $246.0K | 0.16% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,354 | $247.0K | 0.10% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 1,354 | $247.0K | 0.05% | +102+8.1% | Added |
| SHP Wealth Management | 1,355 | $247.4K | 0.02% | +113+9.1% | Added |
| Philip James Wealth Mangement, LLC | 1,356 | $247.4K | 0.03% | −275−16.9% | Reduced |
| San Luis Wealth Advisors LLC | 1,356 | $247.5K | 0.04% | +137+11.2% | Added |
| AlphaCentric Advisors LLC | 1,359 | $247.9K | 0.25% | +438+47.6% | Added |
| Principle Wealth Partners LLC | 1,362 | $248.4K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 1,367 | $249.4K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 1,369 | $249.7K | 0.03% | +1,369 | New |
| Alhambra Investment Partners LLC | 1,369 | $249.8K | 0.12% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,371 | $250.1K | 0.18% | −251−15.5% | Reduced |
| Essex LLC | 1,371 | $250.1K | 0.04% | +308+29.0% | Added |
| Marshall Financial Group LLC | 1,380 | $251.8K | 0.04% | +1,380 | New |
| Capital Advisors Inc | 1,384 | $252.6K | 0.00% | −20−1.4% | Reduced |
| Anchor Investment Management, LLC | 1,385 | $252.8K | 0.02% | +353+34.2% | Added |
| Abundance Wealth Counselors | 1,386 | $252.8K | 0.04% | +1,386 | New |
| J.Safra Asset Management Corp | 1,396 | $254.7K | 0.01% | −390−21.8% | Reduced |
| Asset Allocation Strategies LLC | 1,397 | $254.8K | 0.05% | +76+5.8% | Added |
| Colorado Capital Management, Inc. | 1,400 | $255.0K | 0.10% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 1,398 | $255.0K | 0.03% | −1,672−54.5% | Reduced |
| Investors Asset Management of Georgia Inc | 1,403 | $255.9K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,403 | $255.9K | 0.03% | +7+0.5% | Added |
| Meyer Handelman Co | 1,404 | $256.1K | 0.01% | 00.0% | Unchanged |