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
- 2,081
- −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 | 2,130 | $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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 1,983 | $361.8K | 0.01% | −760−27.7% | Reduced |
| Hills Bank & Trust Co | 1,987 | $362.5K | 0.02% | −23−1.1% | Reduced |
| Brookwood Investment Group LLC | 1,991 | $363.2K | 0.05% | −3,596−64.4% | Reduced |
| Marion Wealth Management | 1,993 | $363.6K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,996 | $364.2K | 0.04% | −15−0.7% | Reduced |
| 1776 Wealth LLC | 2,000 | $364.9K | 0.14% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 2,000 | $364.9K | 1.18% | +2,000 | New |
| VeraBank, N.A. | 2,001 | $365.0K | 0.07% | −62−3.0% | Reduced |
| Range Advisory, LLC | 2,005 | $365.7K | 0.07% | +639+46.8% | Added |
| Elk River Wealth Management, LLC | 2,005 | $365.8K | 0.06% | +5+0.3% | Added |
| Voleon Capital Management LP | 2,016 | $367.8K | 0.01% | −29,003−93.5% | Reduced |
| Warner Financial, Inc | 2,028 | $370.0K | 0.13% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 2,035 | $371.2K | 0.07% | +298+17.2% | Added |
| JBGlobal.com LLC | 2,037 | $371.6K | 0.37% | +2,037 | New |
| Kozak & Associates, Inc. | 1,886 | $372.6K | 0.07% | +2+0.1% | Added |
| Schrum Private Wealth Management LLC | 2,043 | $372.7K | 0.28% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 2,045 | $373.1K | 0.09% | +403+24.5% | Added |
| Jackson Thornton Asset Management, LLC | 1,942 | $374.8K | 0.03% | −1,384−41.6% | Reduced |
| Bragg Financial Advisors, Inc | 2,062 | $376.2K | 0.01% | −105−4.8% | Reduced |
| Emergent Wealth Advisors, LLC | 2,065 | $376.7K | 0.22% | +1,104+114.9% | Added |
| Moody National Bank Trust Division | 2,072 | $378.0K | 0.04% | +868+72.1% | Added |
| Elevatus Welath Management | 2,072 | $378.0K | 0.20% | +336+19.4% | Added |
| Meridian Wealth Management, LLC | 2,078 | $379.1K | 0.01% | +48+2.4% | Added |
| Red Reef Advisors LLC | 2,081 | $379.6K | 0.40% | +560+36.8% | Added |
| Harbour Trust & Investment Management Co | 2,083 | $380.0K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,083 | $380.0K | 0.10% | +134+6.9% | Added |
| Sentinus, LLC | 2,083 | $380.0K | 0.03% | −1,678−44.6% | Reduced |
| Defiance ETFs, LLC | 2,086 | $380.5K | 0.01% | +2,086 | New |
| Capital Performance Advisors LLP | 2,091 | $381.4K | 0.03% | −502−19.4% | Reduced |
| Root Financial Partners, LLC | 2,094 | $382.0K | 0.02% | −244−10.4% | Reduced |
| Acima Private Wealth, LLC | 2,095 | $382.2K | 0.12% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,099 | $383.1K | 0.09% | +6+0.3% | Added |
| GHP Investment Advisors, Inc. | 2,104 | $383.8K | 0.02% | −111−5.0% | Reduced |
| Wealthcare Advisory Partners LLC | 2,104 | $383.9K | 0.01% | +277+15.2% | Added |
| Silverlake Wealth Management LLC | 2,112 | $385.3K | 0.08% | −32−1.5% | Reduced |
| One Wealth Capital Management, LLC | 2,006 | $385.4K | 0.17% | −68−3.3% | Reduced |
| HBW Advisory Services LLC | 2,117 | $386.3K | 0.04% | −108−4.9% | Reduced |
| Apella Capital, LLC | 1,871 | $386.3K | 0.01% | +657+54.1% | Added |
| Stokes Family Office, LLC | 2,119 | $386.5K | 0.04% | −252−10.6% | Reduced |
| Capital Planning Advisors, LLC | 2,121 | $386.9K | 0.06% | +2,121 | New |
| Fayez Sarofim & Co | 2,128 | $388.2K | 0.00% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,128 | $388.3K | 0.21% | +5+0.2% | Added |
| Wealth Science Advisors LLC | 1,603 | $388.5K | 0.22% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 2,131 | $388.8K | 0.23% | +1,139+114.8% | Added |
| HHM Wealth Advisors, LLC | 2,132 | $388.9K | 0.04% | +687+47.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,154 | $393.0K | 0.00% | −2,286−51.5% | Reduced |
| Pettee Investors, Inc. | 2,055 | $393.1K | 0.20% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,158 | $393.7K | 0.04% | −74−3.3% | Reduced |
| Howard Capital Management Inc. | 2,159 | $393.9K | 0.01% | −2,087−49.2% | Reduced |
| PCM Encore, LLC | 2,163 | $394.5K | 0.08% | −162−7.0% | Reduced |
| Cozad Asset Management Inc | 2,170 | $395.9K | 0.03% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $395.9K | 0.21% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $396.6K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,174 | $396.6K | 0.14% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,181 | $397.9K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,186 | $398.8K | 0.01% | −32,386−93.7% | Reduced |
| First Western Trust Bank | 2,186 | $398.8K | 0.02% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,194 | $400.2K | 0.01% | +15+0.7% | Added |
| LaSalle St. Investment Advisors, LLC | 2,194 | $400.3K | 0.06% | −31−1.4% | Reduced |
| Axiom Financial Strategies, LLC | 2,200 | $401.3K | 0.14% | +388+21.4% | Added |
| AssuredPartners Investment Advisors, LLC | 2,186 | $402.7K | 0.04% | −12−0.5% | Reduced |
| Hoxton Planning & Management, LLC | 2,209 | $403.0K | 0.12% | −26−1.2% | Reduced |
| James J. Burns & Company, LLC | 2,212 | $403.6K | 0.05% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,222 | $405.4K | 0.06% | −38−1.7% | Reduced |
| Deseret Mutual Benefit Administrators | 2,229 | $406.6K | 0.14% | +966+76.5% | Added |
| Riverview Trust Co | 2,230 | $406.8K | 0.50% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,976 | $408.0K | 0.05% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,244 | $409.3K | 0.02% | +2,244 | New |
| J. R. Prunier Capital Management LLC | 2,250 | $410.5K | 0.17% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,254 | $411.2K | 0.05% | −47−2.0% | Reduced |
| Mayflower Financial Advisors, LLC | 2,266 | $413.4K | 0.05% | +269+13.5% | Added |
| TownSquare Capital, LLC | 2,266 | $413.4K | 0.09% | +1,082+91.4% | Added |
| Round Hill Asset Management | 2,269 | $413.9K | 0.27% | −1,956−46.3% | Reduced |
| Cambient Family Office, LLC | 2,270 | $414.1K | 0.06% | +360+18.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,279 | $415.8K | 0.05% | −327−12.5% | Reduced |
| Naples Global Advisors, LLC | 2,281 | $416.1K | 0.03% | +39+1.7% | Added |
| Valmark Advisers, Inc. | 2,288 | $417.4K | 0.00% | −398−14.8% | Reduced |
| Pointe Capital Management LLC | 2,290 | $417.8K | 0.21% | −122−5.1% | Reduced |
| Avantra Family Wealth, Inc. | 2,295 | $418.7K | 0.31% | +1,465+176.5% | Added |
| MONECO Advisors, LLC | 2,306 | $420.8K | 0.03% | +183+8.6% | Added |
| Parsons Capital Management Inc | 2,309 | $421.2K | 0.02% | −105−4.3% | Reduced |
| Aviso Financial Inc. | 2,310 | $421.4K | 0.01% | +2,310 | New |
| First Interstate Bank | 2,324 | $424.0K | 0.02% | −105−4.3% | Reduced |
| E Fund Management Co., Ltd. | 2,327 | $424.5K | 0.01% | +2,327 | New |
| Capital Advisors, Ltd. LLC | 2,338 | $427.0K | 0.05% | +13+0.6% | Added |
| Lafayette Investments, Inc. | 2,342 | $427.3K | 0.09% | −300−11.4% | Reduced |
| Evercore Wealth Management, LLC | 2,362 | $430.9K | 0.01% | −4−0.2% | Reduced |
| Summit Global Investments | 2,367 | $432.0K | 0.03% | −303−11.3% | Reduced |
| SmartHarvest Portfolios, LLC | 2,370 | $432.4K | 0.18% | −611−20.5% | Reduced |
| Waterloo Capital, L.P. | 2,372 | $432.7K | 0.03% | −873−26.9% | Reduced |
| Fielder Capital Group LLC | 2,375 | $433.3K | 0.09% | −207−8.0% | Reduced |
| Hara Capital LLC | 2,390 | $436.0K | 0.22% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,405 | $438.8K | 0.17% | +24+1.0% | Added |
| Welch Group, LLC | 2,412 | $440.0K | 0.02% | −14−0.6% | Reduced |
| Univest Financial Corp | 2,414 | $440.4K | 0.02% | +51+2.2% | Added |
| Armis Advisers, LLC | 2,426 | $440.5K | 0.04% | −1,077−30.7% | Reduced |
| Verus Financial Partners, Inc. | 2,195 | $440.5K | 0.04% | +2+0.1% | Added |
| Schubert & Co | 2,417 | $440.9K | 0.36% | −203−7.7% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,418 | $441.1K | 0.06% | +498+25.9% | Added |
| Chemistry Wealth Management LLC | 2,421 | $441.7K | 0.08% | +5+0.2% | Added |