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 |
|---|---|---|---|---|---|
| Auxano Advisors, LLC | 3,825 | $697.8K | 0.14% | +167+4.6% | Added |
| Fiduciary Trust Co | 3,816 | $696.1K | 0.01% | +1,249+48.7% | Added |
| Advisor OS, LLC | 3,805 | $694.1K | 0.05% | +545+16.7% | Added |
| LVW Advisors, LLC | 3,798 | $692.9K | 0.07% | +1,802+90.3% | Added |
| Sunpointe, LLC | 3,797 | $692.7K | 0.23% | −408−9.7% | Reduced |
| McCollum Christoferson Group LLC | 3,791 | $691.6K | 0.21% | +741+24.3% | Added |
| Advisory Alpha, LLC | 3,786 | $691.1K | 0.02% | +5+0.1% | Added |
| PDS Planning, Inc | 3,788 | $691.0K | 0.05% | −1,267−25.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,779 | $689.4K | 0.10% | +52+1.4% | Added |
| Laraway Financial Inc | 3,748 | $683.7K | 0.48% | −203−5.1% | Reduced |
| Canoe Financial LP | 3,727 | $679.9K | 0.01% | −267,026−98.6% | Reduced |
| Shepherd Street Advisors LLC | 3,720 | $678.6K | 0.67% | −277−6.9% | Reduced |
| Optas, LLC | 3,703 | $675.5K | 0.10% | −184−4.7% | Reduced |
| Affinity Investment Advisors, LLC | 3,683 | $671.9K | 0.42% | +560+17.9% | Added |
| Venturi Wealth Management, LLC | 3,673 | $670.1K | 0.03% | −652−15.1% | Reduced |
| Rexford Capital Inc | 3,669 | $669.3K | 0.48% | +45+1.2% | Added |
| Ellevest, Inc. | 3,661 | $667.9K | 0.09% | +280+8.3% | Added |
| Malaga Cove Capital, LLC | 3,652 | $666.2K | 0.24% | +272+8.0% | Added |
| Compagnie Lombard Odier SCmA | 3,650 | $665.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,647 | $665.4K | 0.07% | +234+6.9% | Added |
| Harmony Asset Management LLC | 3,640 | $664.0K | 0.20% | +3,640 | New |
| Financial Engines Advisors L.L.C. | 3,627 | $661.7K | 0.00% | −3,362−48.1% | Reduced |
| Neville Rodie & Shaw Inc | 3,625 | $661.0K | 0.05% | +1,260+53.3% | Added |
| Waddell & Associates, LLC | 3,591 | $655.1K | 0.04% | −897−20.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,584 | $653.8K | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,574 | $652.0K | 0.04% | +31+0.9% | Added |
| Capital Investment Advisory Services, LLC | 3,549 | $647.5K | 0.05% | −55−1.5% | Reduced |
| Parcion Private Wealth LLC | 3,514 | $641.1K | 0.04% | −1,159−24.8% | Reduced |
| Stembrook Asset Management, LLC | 3,500 | $638.5K | 0.63% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,494 | $637.6K | 0.07% | +32+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,486 | $635.8K | 0.04% | +1,671+92.1% | Added |
| LRI Investments, LLC | 3,478 | $634.5K | 0.06% | −68−1.9% | Reduced |
| Traub Capital Management LLC | 3,471 | $633.1K | 0.63% | +261+8.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,462 | $631.6K | 0.05% | +53+1.6% | Added |
| Bartlett & Co. Wealth Management LLC | 3,297 | $626.2K | 0.01% | −155−4.5% | Reduced |
| S Harris Financial Group, LLC | 3,429 | $625.5K | 0.57% | +38+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,428 | $625.4K | 0.06% | +25+0.7% | Added |
| RiverFront Investment Group, LLC | 3,425 | $624.8K | 0.01% | +1,202+54.1% | Added |
| Kera Capital Partners, Inc. | 3,395 | $619.4K | 0.08% | −39−1.1% | Reduced |
| Abel Hall, LLC | 3,395 | $619.3K | 0.13% | +832+32.5% | Added |
| Gilliland Jeter Wealth Management LLC | 3,389 | $618.3K | 0.18% | +8+0.2% | Added |
| L2 Asset Management, LLC | 3,377 | $616.1K | 0.06% | +194+6.1% | Added |
| Blueshift Asset Management, LLC | 3,375 | $615.7K | 0.19% | +3,375 | New |
| Acropolis Investment Management, LLC | 3,374 | $615.5K | 0.03% | +61+1.8% | Added |
| Lester Murray Antman dba SimplyRich | 3,375 | $615.0K | 0.16% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 3,367 | $614.3K | 0.25% | +476+16.5% | Added |
| Resonant Capital Advisors, LLC | 3,361 | $613.1K | 0.03% | +262+8.5% | Added |
| Armstrong Advisory Group, Inc | 3,354 | $611.8K | 0.04% | −114−3.3% | Reduced |
| Founders Financial Alliance, LLC | 3,353 | $611.8K | 0.11% | +4+0.1% | Added |
| Wealth Alliance | 3,352 | $611.6K | 0.06% | −92−2.7% | Reduced |
| Patron Partners Advisors, LLC | 3,351 | $611.3K | 0.27% | −870−20.6% | Reduced |
| AlTi Global, Inc. | 3,342 | $609.8K | 0.01% | −38−1.1% | Reduced |
| GeoWealth Management, LLC | 3,334 | $608.0K | 0.02% | +215+6.9% | Added |
| Sound View Wealth Advisors Group, LLC | 3,310 | $603.8K | 0.04% | +722+27.9% | Added |
| Ingalls & Snyder LLC | 3,299 | $602.0K | 0.02% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,297 | $601.5K | 0.46% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,288 | $599.8K | 0.21% | 00.0% | Unchanged |
| Western Financial Corp | 3,277 | $597.8K | 0.23% | −2,268−40.9% | Reduced |
| Valley National Advisers Inc | 3,271 | $596.0K | 0.08% | −43−1.3% | Reduced |
| Modern Wealth Management, LLC | 3,223 | $594.6K | 0.01% | −3,979−55.2% | Reduced |
| Zhang Financial LLC | 3,247 | $592.4K | 0.02% | +197+6.5% | Added |
| Scotia Capital Inc. | 3,246 | $592.2K | 0.00% | −6,328−66.1% | Reduced |
| Banco Santander, S.A. | 3,240 | $591.1K | 0.00% | −143,706−97.8% | Reduced |
| TRB Wealth Management, LLC | 3,233 | $589.8K | 0.08% | +3,233 | New |
| McLean Asset Management Corp | 3,233 | $589.7K | 0.10% | −50−1.5% | Reduced |
| Joel Isaacson & Co., LLC | 3,227 | $588.7K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3,223 | $588.0K | 0.09% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 3,214 | $586.3K | 0.04% | +94+3.0% | Added |
| Wesbanco Bank Inc | 3,201 | $584.0K | 0.02% | −174−5.2% | Reduced |
| AlphaGrep UK Ltd | 3,194 | $582.7K | 0.17% | +2,209+224.3% | Added |
| Focused Alpha, LLC | 3,190 | $582.0K | 0.18% | −2,272−41.6% | Reduced |
| tru Independence LLC | 3,187 | $581.3K | 0.29% | −30−0.9% | Reduced |
| Bridgewater Advisors Inc. | 3,219 | $580.1K | 0.03% | +109+3.5% | Added |
| Matrix Asset Advisors Inc | 3,178 | $579.8K | 0.05% | 00.0% | Unchanged |
| Viawealth, LLC | 3,173 | $578.9K | 0.32% | +1,107+53.6% | Added |
| Generation Capital Management LLC | 3,171 | $578.4K | 0.42% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 3,163 | $576.6K | 0.00% | +3,163 | New |
| Cornerstone Wealth Management, LLC | 3,155 | $575.5K | 0.03% | +156+5.2% | Added |
| Dunhill Financial, LLC | 3,145 | $574.1K | 0.14% | +2,095+199.5% | Added |
| Councilmark Asset Management, LLC | 3,128 | $570.6K | 0.33% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 3,121 | $569.3K | 0.00% | −421−11.9% | Reduced |
| Cornerstone Wealth Group, LLC | 2,808 | $568.5K | 0.04% | +666+31.1% | Added |
| Pflug Koory, LLC | 3,107 | $566.8K | 0.26% | +21+0.7% | Added |
| Red Door Wealth Management, LLC | 3,100 | $565.5K | 0.06% | +1,336+75.7% | Added |
| Legacy Capital Wealth Partners, LLC | 3,100 | $565.5K | 0.12% | −45−1.4% | Reduced |
| Chicago Wealth Management, Inc. | 3,081 | $562.1K | 0.22% | 00.0% | Unchanged |
| Washington Trust Co | 3,073 | $560.6K | 0.02% | −4−0.1% | Reduced |
| Jupiter Asset Management Ltd | 3,069 | $559.9K | 0.00% | −279,048−98.9% | Reduced |
| Insigneo Advisory Services, LLC | 3,060 | $558.2K | 0.04% | −786−20.4% | Reduced |
| Affinity Wealth Management LLC | 3,051 | $556.6K | 0.08% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 3,041 | $554.8K | 0.28% | +303+11.1% | Added |
| Smith, Moore & Co. | 3,017 | $550.4K | 0.04% | −101−3.2% | Reduced |
| One Capital Management, LLC | 3,003 | $548.0K | 0.02% | +209+7.5% | Added |
| 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 |
| Oslo Pensjonsforsikring AS | 2,997 | $546.7K | 0.09% | +2,997 | New |
| One Wealth Advisors, LLC | 2,982 | $544.0K | 0.07% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,977 | $543.2K | 0.08% | −290−8.9% | Reduced |
| Cypress Wealth Services, LLC | 2,957 | $539.4K | 0.08% | −17−0.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,954 | $538.9K | 0.02% | +46+1.6% | Added |