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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 2,421 | $441.7K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,425 | $442.4K | 0.45% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,431 | $443.5K | 0.05% | +205+9.2% | Added |
| Berkshire Asset Management LLC | 2,436 | $444.4K | 0.02% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 2,440 | $445.1K | 0.49% | −160−6.2% | Reduced |
| NBC Securities, Inc. | 2,454 | $447.7K | 0.03% | +141+6.1% | Added |
| Bingham Private Wealth, LLC | 2,455 | $447.9K | 0.36% | −60−2.4% | Reduced |
| Alta Advisers Ltd | 2,456 | $448.0K | 0.16% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,459 | $448.6K | 0.02% | −102−4.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,460 | $448.8K | 0.03% | +359+17.1% | Added |
| Trivant Custom Portfolio Group, LLC | 2,464 | $449.5K | 0.25% | +2,464 | New |
| Berman McAleer LLC | 2,469 | $450.4K | 0.06% | −89−3.5% | Reduced |
| Global Trust Asset Management, LLC | 2,470 | $450.5K | 0.17% | −174−6.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,472 | $451.0K | 0.07% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,474 | $451.2K | 0.06% | +357+16.9% | Added |
| Mutual Advisors, LLC | 2,477 | $451.8K | 0.01% | −213−7.9% | Reduced |
| Greenfield Savings Bank | 2,479 | $452.2K | 0.19% | −9−0.4% | Reduced |
| Colter Lewis Investment Partners LLC | 2,490 | $454.3K | 0.43% | +2,490 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,497 | $455.5K | 0.04% | +203+8.8% | Added |
| Gamco Investors, Inc. Et Al | 2,498 | $455.7K | 0.00% | −789−24.0% | Reduced |
| Auctus Advisors LLC | 2,500 | $456.1K | 0.43% | +2,500 | New |
| Wedgewood Investors Inc | 2,513 | $458.4K | 0.53% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 2,516 | $459.0K | 0.50% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,520 | $459.7K | 0.06% | −405−13.8% | Reduced |
| Aventura Private Wealth, LLC | 2,529 | $461.3K | 0.17% | −894−26.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,529 | $461.5K | 0.07% | −26−1.0% | Reduced |
| Optimize Financial Inc | 2,537 | $462.8K | 0.23% | +2,537 | New |
| 626 Financial, LLC | 2,546 | $464.5K | 0.21% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,548 | $464.8K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 2,550 | $465.2K | 0.14% | 00.0% | Unchanged |
| Integrity Financial Corp | 2,577 | $470.1K | 0.23% | +2,577 | New |
| TriaGen Wealth Management LLC | 2,579 | $470.5K | 0.13% | −77−2.9% | Reduced |
| TCI Wealth Advisors, Inc. | 2,590 | $472.5K | 0.03% | −244−8.6% | Reduced |
| Stevens Capital Management LP | 2,606 | $475.0K | 0.07% | −4,229−61.9% | Reduced |
| Promethium Advisors,llc | 2,606 | $475.3K | 0.25% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,612 | $476.6K | 0.02% | −1,530−36.9% | Reduced |
| JFS Wealth Advisors, LLC | 2,625 | $479.0K | 0.03% | −35−1.3% | Reduced |
| KCM Investment Advisors LLC | 2,634 | $480.5K | 0.02% | +15+0.6% | Added |
| Angeles Wealth Management, LLC | 2,676 | $488.2K | 0.03% | +41+1.6% | Added |
| Prostatis Group LLC | 2,694 | $491.4K | 0.13% | +801+42.3% | Added |
| Trust Point Inc. | 2,697 | $492.0K | 0.04% | +498+22.6% | Added |
| Inscription Capital, LLC | 2,697 | $492.1K | 0.05% | +839+45.2% | Added |
| OneAscent Financial Services LLC | 2,699 | $492.3K | 0.03% | −106−3.8% | Reduced |
| Vista Capital Partners, Inc. | 2,702 | $493.0K | 0.05% | +19+0.7% | Added |
| Edgestream Partners, L.P. | 2,722 | $496.6K | 0.02% | −2,948−52.0% | Reduced |
| HBK Sorce Advisory LLC | 2,625 | $497.4K | 0.01% | −37−1.4% | Reduced |
| Grandfield & Dodd, LLC | 2,739 | $499.8K | 0.03% | −8−0.3% | Reduced |
| Cornerstone Select Advisors, LLC | 2,744 | $500.6K | 0.31% | +428+18.5% | Added |
| Leelyn Smith, LLC | 2,746 | $500.9K | 0.07% | +1,622+144.3% | Added |
| Factorial Partners, LLC | 2,755 | $502.6K | 0.36% | −200−6.8% | Reduced |
| Fortress Private Ledger, LLC | 2,755 | $502.6K | 0.16% | −2,882−51.1% | Reduced |
| a16z Perennial Management, L.P. | 2,756 | $502.8K | 0.04% | −75−2.6% | Reduced |
| Private Trust Co NA | 2,760 | $503.5K | 0.04% | +15+0.5% | Added |
| Relyea Zuckerberg Hanson LLC | 2,773 | $506.0K | 0.05% | −37−1.3% | Reduced |
| Montecito Bank & Trust | 2,782 | $507.5K | 0.08% | −268−8.8% | Reduced |
| Smithfield Trust Co | 2,795 | $508.0K | 0.02% | −140−4.8% | Reduced |
| Peachtree Investment Partners, LLC | 2,789 | $508.8K | 0.19% | −609−17.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,800 | $510.8K | 0.27% | +246+9.6% | Added |
| BSW Wealth Partners | 2,804 | $511.6K | 0.06% | −1,196−29.9% | Reduced |
| Aviso Wealth Management | 2,808 | $512.3K | 0.23% | +254+9.9% | Added |
| International Assets Investment Management, LLC | 2,798 | $516.2K | 0.04% | +194+7.5% | Added |
| Chicago Trust Co NA | 2,840 | $518.1K | 0.08% | −80−2.7% | Reduced |
| Financial Security Advisor, Inc. | 2,850 | $519.9K | 0.10% | +11+0.4% | Added |
| Bayesian Capital Management, LP | 2,850 | $519.9K | 0.63% | +2,850 | New |
| Steel Peak Wealth Management LLC | 2,865 | $522.7K | 0.02% | −925−24.4% | Reduced |
| XML Financial, LLC | 2,872 | $523.9K | 0.04% | −815−22.1% | Reduced |
| Institute for Wealth Management, LLC. | 2,876 | $524.7K | 0.06% | −73−2.5% | Reduced |
| Trust Co of Virginia | 2,892 | $527.6K | 0.04% | −373−11.4% | Reduced |
| Conning Inc. | 2,894 | $528.0K | 0.02% | −487−14.4% | Reduced |
| Tuttle Tactical Management | 2,897 | $528.5K | 0.87% | +2,897 | New |
| Diversified Investment Strategies, LLC | 2,905 | $530.0K | 0.34% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,909 | $530.0K | 0.10% | +1,669+134.6% | Added |
| First PREMIER Bank | 2,915 | $531.0K | 0.12% | −245−7.8% | Reduced |
| Atlas Capital Advisors LLC | 2,915 | $531.8K | 0.06% | −2,857−49.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,922 | $533.1K | 0.04% | −2,426−45.4% | Reduced |
| Hunter Associates Investment Management LLC | 2,923 | $534.0K | 0.07% | +20+0.7% | Added |
| Madison Asset Management, LLC | 2,928 | $534.2K | 0.01% | +31+1.1% | Added |
| Northern Oak Wealth Management Inc | 2,932 | $534.9K | 0.07% | −549−15.8% | Reduced |
| Johnson Investment Counsel Inc | 2,932 | $534.9K | 0.00% | −1,388−32.1% | Reduced |
| Richardson Financial Services Inc. | 2,932 | $535.0K | 0.33% | +120+4.3% | Added |
| StoneX Group Inc. | 2,948 | $537.9K | 0.03% | −829−21.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,954 | $538.9K | 0.02% | +46+1.6% | Added |
| Cypress Wealth Services, LLC | 2,957 | $539.4K | 0.08% | −17−0.6% | Reduced |
| Lebenthal Global Advisors, LLC | 2,977 | $543.2K | 0.08% | −290−8.9% | Reduced |
| One Wealth Advisors, LLC | 2,982 | $544.0K | 0.07% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 2,997 | $546.7K | 0.09% | +2,997 | New |
| Hartford Financial Management Inc. | 3,000 | $547.3K | 0.14% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $547.3K | 0.36% | 00.0% | Unchanged |
| One Capital Management, LLC | 3,003 | $548.0K | 0.02% | +209+7.5% | Added |
| Smith, Moore & Co. | 3,017 | $550.4K | 0.04% | −101−3.2% | Reduced |
| Frederick Financial Consultants, LLC | 3,041 | $554.8K | 0.28% | +303+11.1% | Added |
| Affinity Wealth Management LLC | 3,051 | $556.6K | 0.08% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,060 | $558.2K | 0.04% | −786−20.4% | Reduced |
| Jupiter Asset Management Ltd | 3,069 | $559.9K | 0.00% | −279,048−98.9% | Reduced |
| Washington Trust Co | 3,073 | $560.6K | 0.02% | −4−0.1% | Reduced |
| Chicago Wealth Management, Inc. | 3,081 | $562.1K | 0.22% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,100 | $565.5K | 0.12% | −45−1.4% | Reduced |
| Red Door Wealth Management, LLC | 3,100 | $565.5K | 0.06% | +1,336+75.7% | Added |
| Pflug Koory, LLC | 3,107 | $566.8K | 0.26% | +21+0.7% | Added |
| Cornerstone Wealth Group, LLC | 2,808 | $568.5K | 0.04% | +666+31.1% | Added |