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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 5,165 | $942.3K | 0.02% | +232+4.7% | Added |
| Icon Wealth Advisors, LLC | 4,928 | $940.5K | 0.06% | −1,895−27.8% | Reduced |
| Frec Markets, Inc. | 5,154 | $940.2K | 0.16% | +1,397+37.2% | Added |
| Savvy Advisors, Inc. | 5,120 | $934.1K | 0.03% | −216−4.0% | Reduced |
| Moneta Group Investment Advisors LLC | 5,092 | $929.0K | 0.01% | +628+14.1% | Added |
| Bryn Mawr Trust Co | 5,040 | $919.4K | 0.02% | +300+6.3% | Added |
| Journey Strategic Wealth LLC | 5,032 | $918.0K | 0.02% | +675+15.5% | Added |
| RMR Wealth Builders | 5,031 | $917.8K | 0.07% | +11+0.2% | Added |
| Bank Ozk | 5,014 | $914.7K | 0.32% | −59−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 5,001 | $912.3K | 0.01% | +39+0.8% | Added |
| Harbor Investment Advisory, LLC | 5,000 | $912.1K | 0.07% | −4,698−48.4% | Reduced |
| Monetary Management Group Inc | 4,999 | $912.0K | 0.22% | −100−2.0% | Reduced |
| Corsair Capital Management, L.P. | 4,981 | $908.7K | 0.14% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 4,973 | $907.2K | 0.49% | −141−2.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,970 | $906.8K | 0.24% | +200+4.2% | Added |
| Tannin Capital LLC | 4,964 | $905.6K | 0.66% | +1,039+26.5% | Added |
| Welch & Forbes LLC | 4,942 | $901.6K | 0.01% | −537−9.8% | Reduced |
| Aprio Wealth Management, LLC | 4,920 | $897.6K | 0.05% | −1,593−24.5% | Reduced |
| DRW Securities, LLC | 4,919 | $897.4K | 0.05% | −23,442−82.7% | Reduced |
| Wellspring Financial Advisors, LLC | 4,899 | $893.7K | 0.07% | +2,139+77.5% | Added |
| Modera Wealth Management, LLC | 4,894 | $892.9K | 0.01% | −523−9.7% | Reduced |
| Addison Capital Co | 4,854 | $885.5K | 0.16% | −510−9.5% | Reduced |
| Arista Wealth Management, LLC | 4,847 | $884.2K | 0.11% | +19+0.4% | Added |
| Rossmore Private Capital | 4,843 | $883.5K | 0.08% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,837 | $882.6K | 0.07% | +1,380+39.9% | Added |
| Investment Management Corp | 4,835 | $882.0K | 0.76% | +2,727+129.4% | Added |
| Calamos Wealth Management LLC | 4,819 | $879.1K | 0.03% | +91+1.9% | Added |
| Spectrum Strategic Capital Management, LLC | 4,813 | $878.0K | 0.47% | +320+7.1% | Added |
| Eagle Harbor Asset Management Inc | 4,800 | $875.7K | 0.75% | +114+2.4% | Added |
| Ausdal Financial Partners, Inc. | 4,795 | $874.8K | 0.04% | +1,199+33.3% | Added |
| Verition Fund Management LLC | 4,789 | $873.7K | 0.01% | −6,390−57.2% | Reduced |
| Northland Securities, Inc. | 4,750 | $866.5K | 0.82% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4,735 | $863.8K | 0.30% | +275+6.2% | Added |
| Mather Group, LLC. | 4,725 | $861.9K | 0.01% | −830−14.9% | Reduced |
| Aspiriant, LLC | 4,723 | $861.8K | 0.02% | −234−4.7% | Reduced |
| Legato Capital Management LLC | 4,701 | $857.6K | 0.08% | −7,977−62.9% | Reduced |
| Baker Avenue Asset Management, LP | 4,687 | $855.1K | 0.02% | +2,030+76.4% | Added |
| Mountain Pacific Investment Advisers Inc | 4,651 | $848.5K | 0.15% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 4,649 | $848.2K | 0.24% | +274+6.3% | Added |
| North Star Asset Management Inc | 4,649 | $848.1K | 0.04% | +55+1.2% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 4,639 | $846.3K | 0.19% | +4,639 | New |
| Hilltop National Bank | 4,634 | $845.4K | 0.20% | −379−7.6% | Reduced |
| Geneos Wealth Management Inc. | 4,597 | $838.6K | 0.02% | +26+0.6% | Added |
| Advyzon Investment Management, LLC | 4,568 | $833.3K | 0.07% | +1,114+32.3% | Added |
| Calton & Associates, Inc. | 4,557 | $831.3K | 0.12% | −8−0.2% | Reduced |
| JM2 Capital Inc. | 4,541 | $828.3K | 0.69% | +10+0.2% | Added |
| Crews Bank & Trust | 4,536 | $827.5K | 0.12% | −203−4.3% | Reduced |
| Quent Capital, LLC | 4,520 | $824.6K | 0.06% | −359−7.4% | Reduced |
| Roman Butler Fullerton & Co | 4,278 | $823.3K | 0.23% | +10+0.2% | Added |
| JBF Capital, Inc. | 4,500 | $820.9K | 0.12% | +1,000+28.6% | Added |
| Pettyjohn, Wood & White, Inc | 4,454 | $812.5K | 0.13% | −200−4.3% | Reduced |
| Mission Wealth Management, LP | 4,439 | $809.8K | 0.02% | −196−4.2% | Reduced |
| Balentine LLC | 4,437 | $809.4K | 0.03% | −8−0.2% | Reduced |
| Occudo Quantitative Strategies LP | 4,225 | $808.2K | 0.04% | +4,225 | New |
| Resources Investment Advisors, LLC. | 4,425 | $807.3K | 0.01% | −1,669−27.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,418 | $805.5K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 4,414 | $805.2K | 0.19% | +12+0.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,405 | $803.6K | 0.17% | 00.0% | Unchanged |
| Oasis Advisors, LLC | 4,365 | $796.9K | 0.16% | +4,365 | New |
| Essex Financial Services, Inc. | 4,366 | $796.5K | 0.04% | −371−7.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,305 | $785.4K | 0.22% | −4,771−52.6% | Reduced |
| Simplicity Wealth,LLC | 4,287 | $782.1K | 0.04% | −52−1.2% | Reduced |
| Power Wealth Management LLC | 4,279 | $780.7K | 0.29% | −1,133−20.9% | Reduced |
| First Foundation Advisors | 4,279 | $780.5K | 0.03% | +662+18.3% | Added |
| FJ Capital Management LLC | 4,276 | $780.1K | 0.09% | +3,084+258.7% | Added |
| Sunflower Bank, N.A. | 4,255 | $776.2K | 0.20% | −61−1.4% | Reduced |
| CX Institutional | 4,253 | $776.0K | 0.02% | −3−0.1% | Reduced |
| 71 West Capital Partners | 4,241 | $773.7K | 0.03% | +987+30.3% | Added |
| Pitcairn Wealth Advisors LLC | 3,187 | $772.4K | 0.07% | 00.0% | Unchanged |
| GTS Securities LLC | 4,227 | $771.1K | 0.03% | −4,679−52.5% | Reduced |
| Quotient Wealth Partners, LLC | 4,205 | $767.1K | 0.02% | +38+0.9% | Added |
| Net Worth Advisory Group | 4,202 | $766.6K | 0.16% | −182−4.2% | Reduced |
| Gryphon Financial Partners LLC | 4,200 | $766.3K | 0.08% | −190−4.3% | Reduced |
| FourThought Financial Partners, LLC | 4,185 | $763.5K | 0.07% | −81−1.9% | Reduced |
| Camden Capital, LLC | 4,197 | $761.8K | 0.05% | −784−15.7% | Reduced |
| Unified Investment Management | 4,139 | $755.1K | 0.78% | −10−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 4,138 | $755.0K | 0.03% | −6,449−60.9% | Reduced |
| Parisi Gray Wealth Management | 4,136 | $754.5K | 0.18% | +2,418+140.7% | Added |
| St Germain D J Co Inc | 4,120 | $751.6K | 0.03% | +11+0.3% | Added |
| Pennsylvania Capital Management Inc | 4,102 | $748.3K | 0.21% | −96−2.3% | Reduced |
| Anchyra Partners LLC | 4,096 | $747.2K | 0.23% | +188+4.8% | Added |
| Erste Asset Management GmbH | 4,190 | $746.4K | 0.01% | 00.0% | Unchanged |
| Sather Financial Group Inc | 4,076 | $743.6K | 0.05% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 4,076 | $743.6K | 0.03% | +4,076 | New |
| Csenge Advisory Group | 4,041 | $737.3K | 0.03% | −1,104−21.5% | Reduced |
| New Wave Wealth Advisors LLC | 4,039 | $736.8K | 0.26% | +376+10.3% | Added |
| Riverwater Partners LLC | 4,031 | $735.4K | 0.25% | −37−0.9% | Reduced |
| Evoke Wealth, LLC | 4,004 | $730.6K | 0.01% | +490+13.9% | Added |
| Ironwood Investment Counsel, LLC | 3,995 | $728.8K | 0.10% | +10+0.3% | Added |
| Confluence Wealth Services, Inc. | 3,975 | $725.0K | 0.03% | +213+5.7% | Added |
| CWA Asset Management Group, LLC | 3,943 | $719.4K | 0.02% | +191+5.1% | Added |
| Beese Fulmer Investment Management, Inc. | 3,933 | $717.5K | 0.05% | −743−15.9% | Reduced |
| Catalyst Financial Partners LLC | 3,929 | $716.8K | 0.08% | +275+7.5% | Added |
| Kendall Capital Management | 3,911 | $713.5K | 0.15% | −151−3.7% | Reduced |
| Flavin Financial Services, Inc. | 3,873 | $706.6K | 0.48% | −44−1.1% | Reduced |
| Boston Private Wealth LLC | 3,853 | $702.9K | 0.05% | −575−13.0% | Reduced |
| Mirabella Financial Services LLP | 3,847 | $701.8K | 0.07% | +3,847 | New |
| Birnam Oak Advisors, LP | 3,833 | $699.3K | 0.19% | −16,000−80.7% | Reduced |
| Larson Financial Group LLC | 3,833 | $699.2K | 0.02% | +973+34.0% | Added |
| Accredited Investors Inc. | 3,829 | $698.5K | 0.04% | −685−15.2% | Reduced |