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 13 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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 2,948 | $537.9K | 0.03% | −829−21.9% | Reduced |
| Richardson Financial Services Inc. | 2,932 | $535.0K | 0.33% | +120+4.3% | Added |
| Johnson Investment Counsel Inc | 2,932 | $534.9K | 0.00% | −1,388−32.1% | Reduced |
| Northern Oak Wealth Management Inc | 2,932 | $534.9K | 0.07% | −549−15.8% | Reduced |
| Madison Asset Management, LLC | 2,928 | $534.2K | 0.01% | +31+1.1% | Added |
| Hunter Associates Investment Management LLC | 2,923 | $534.0K | 0.07% | +20+0.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,922 | $533.1K | 0.04% | −2,426−45.4% | Reduced |
| Atlas Capital Advisors LLC | 2,915 | $531.8K | 0.06% | −2,857−49.5% | Reduced |
| First PREMIER Bank | 2,915 | $531.0K | 0.12% | −245−7.8% | Reduced |
| Advisors Management Group Inc | 2,909 | $530.0K | 0.10% | +1,669+134.6% | Added |
| Diversified Investment Strategies, LLC | 2,905 | $530.0K | 0.34% | 00.0% | Unchanged |
| Tuttle Tactical Management | 2,897 | $528.5K | 0.87% | +2,897 | New |
| Conning Inc. | 2,894 | $528.0K | 0.02% | −487−14.4% | Reduced |
| Trust Co of Virginia | 2,892 | $527.6K | 0.04% | −373−11.4% | Reduced |
| Institute for Wealth Management, LLC. | 2,876 | $524.7K | 0.06% | −73−2.5% | Reduced |
| XML Financial, LLC | 2,872 | $523.9K | 0.04% | −815−22.1% | Reduced |
| Steel Peak Wealth Management LLC | 2,865 | $522.7K | 0.02% | −925−24.4% | Reduced |
| Bayesian Capital Management, LP | 2,850 | $519.9K | 0.63% | +2,850 | New |
| Financial Security Advisor, Inc. | 2,850 | $519.9K | 0.10% | +11+0.4% | Added |
| Chicago Trust Co NA | 2,840 | $518.1K | 0.08% | −80−2.7% | Reduced |
| International Assets Investment Management, LLC | 2,798 | $516.2K | 0.04% | +194+7.5% | Added |
| Aviso Wealth Management | 2,808 | $512.3K | 0.23% | +254+9.9% | Added |
| BSW Wealth Partners | 2,804 | $511.6K | 0.06% | −1,196−29.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,800 | $510.8K | 0.27% | +246+9.6% | Added |
| Peachtree Investment Partners, LLC | 2,789 | $508.8K | 0.19% | −609−17.9% | Reduced |
| Smithfield Trust Co | 2,795 | $508.0K | 0.02% | −140−4.8% | Reduced |
| Montecito Bank & Trust | 2,782 | $507.5K | 0.08% | −268−8.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,773 | $506.0K | 0.05% | −37−1.3% | Reduced |
| Private Trust Co NA | 2,760 | $503.5K | 0.04% | +15+0.5% | Added |
| a16z Perennial Management, L.P. | 2,756 | $502.8K | 0.04% | −75−2.6% | Reduced |
| Fortress Private Ledger, LLC | 2,755 | $502.6K | 0.16% | −2,882−51.1% | Reduced |
| Factorial Partners, LLC | 2,755 | $502.6K | 0.36% | −200−6.8% | Reduced |
| Leelyn Smith, LLC | 2,746 | $500.9K | 0.07% | +1,622+144.3% | Added |
| Cornerstone Select Advisors, LLC | 2,744 | $500.6K | 0.31% | +428+18.5% | Added |
| Grandfield & Dodd, LLC | 2,739 | $499.8K | 0.03% | −8−0.3% | Reduced |
| HBK Sorce Advisory LLC | 2,625 | $497.4K | 0.01% | −37−1.4% | Reduced |
| Edgestream Partners, L.P. | 2,722 | $496.6K | 0.02% | −2,948−52.0% | Reduced |
| Vista Capital Partners, Inc. | 2,702 | $493.0K | 0.05% | +19+0.7% | Added |
| OneAscent Financial Services LLC | 2,699 | $492.3K | 0.03% | −106−3.8% | Reduced |
| Inscription Capital, LLC | 2,697 | $492.1K | 0.05% | +839+45.2% | Added |
| Trust Point Inc. | 2,697 | $492.0K | 0.04% | +498+22.6% | Added |
| Prostatis Group LLC | 2,694 | $491.4K | 0.13% | +801+42.3% | Added |
| Angeles Wealth Management, LLC | 2,676 | $488.2K | 0.03% | +41+1.6% | Added |
| KCM Investment Advisors LLC | 2,634 | $480.5K | 0.02% | +15+0.6% | Added |
| JFS Wealth Advisors, LLC | 2,625 | $479.0K | 0.03% | −35−1.3% | Reduced |
| Belpointe Asset Management LLC | 2,612 | $476.6K | 0.02% | −1,530−36.9% | Reduced |
| Promethium Advisors,llc | 2,606 | $475.3K | 0.25% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,606 | $475.0K | 0.07% | −4,229−61.9% | Reduced |
| TCI Wealth Advisors, Inc. | 2,590 | $472.5K | 0.03% | −244−8.6% | Reduced |
| TriaGen Wealth Management LLC | 2,579 | $470.5K | 0.13% | −77−2.9% | Reduced |
| Integrity Financial Corp | 2,577 | $470.1K | 0.23% | +2,577 | New |
| Taylor Hoffman Capital Management LLC | 2,550 | $465.2K | 0.14% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,548 | $464.8K | 0.01% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,546 | $464.5K | 0.21% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,537 | $462.8K | 0.23% | +2,537 | New |
| Independent Solutions Wealth Management, LLC | 2,529 | $461.5K | 0.07% | −26−1.0% | Reduced |
| Aventura Private Wealth, LLC | 2,529 | $461.3K | 0.17% | −894−26.1% | Reduced |
| Central Pacific Bank - Trust Division | 2,520 | $459.7K | 0.06% | −405−13.8% | Reduced |
| Good Harbor Advisors, Inc. | 2,516 | $459.0K | 0.50% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,513 | $458.4K | 0.53% | 00.0% | Unchanged |
| Auctus Advisors LLC | 2,500 | $456.1K | 0.43% | +2,500 | New |
| Gamco Investors, Inc. Et Al | 2,498 | $455.7K | 0.00% | −789−24.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,497 | $455.5K | 0.04% | +203+8.8% | Added |
| Colter Lewis Investment Partners LLC | 2,490 | $454.3K | 0.43% | +2,490 | New |
| Greenfield Savings Bank | 2,479 | $452.2K | 0.19% | −9−0.4% | Reduced |
| Mutual Advisors, LLC | 2,477 | $451.8K | 0.01% | −213−7.9% | Reduced |
| Breakwater Capital Group | 2,474 | $451.2K | 0.06% | +357+16.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,472 | $451.0K | 0.07% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,470 | $450.5K | 0.17% | −174−6.6% | Reduced |
| Berman McAleer LLC | 2,469 | $450.4K | 0.06% | −89−3.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 2,464 | $449.5K | 0.25% | +2,464 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,460 | $448.8K | 0.03% | +359+17.1% | Added |
| Fundamentun, LLC | 2,459 | $448.6K | 0.02% | −102−4.0% | Reduced |
| Alta Advisers Ltd | 2,456 | $448.0K | 0.16% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,455 | $447.9K | 0.36% | −60−2.4% | Reduced |
| NBC Securities, Inc. | 2,454 | $447.7K | 0.03% | +141+6.1% | Added |
| Sage Investment Counsel LLC | 2,440 | $445.1K | 0.49% | −160−6.2% | Reduced |
| Berkshire Asset Management LLC | 2,436 | $444.4K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,431 | $443.5K | 0.05% | +205+9.2% | Added |
| Western Pacific Wealth Management, LP | 2,425 | $442.4K | 0.45% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,421 | $441.7K | 0.02% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,421 | $441.7K | 0.08% | +5+0.2% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,418 | $441.1K | 0.06% | +498+25.9% | Added |
| Schubert & Co | 2,417 | $440.9K | 0.36% | −203−7.7% | Reduced |
| Verus Financial Partners, Inc. | 2,195 | $440.5K | 0.04% | +2+0.1% | Added |
| Armis Advisers, LLC | 2,426 | $440.5K | 0.04% | −1,077−30.7% | Reduced |
| Univest Financial Corp | 2,414 | $440.4K | 0.02% | +51+2.2% | Added |
| Welch Group, LLC | 2,412 | $440.0K | 0.02% | −14−0.6% | Reduced |
| Zullo Investment Group, Inc. | 2,405 | $438.8K | 0.17% | +24+1.0% | Added |
| Hara Capital LLC | 2,390 | $436.0K | 0.22% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,375 | $433.3K | 0.09% | −207−8.0% | Reduced |
| Waterloo Capital, L.P. | 2,372 | $432.7K | 0.03% | −873−26.9% | Reduced |
| SmartHarvest Portfolios, LLC | 2,370 | $432.4K | 0.18% | −611−20.5% | Reduced |
| Summit Global Investments | 2,367 | $432.0K | 0.03% | −303−11.3% | Reduced |
| Evercore Wealth Management, LLC | 2,362 | $430.9K | 0.01% | −4−0.2% | Reduced |
| Lafayette Investments, Inc. | 2,342 | $427.3K | 0.09% | −300−11.4% | Reduced |
| Capital Advisors, Ltd. LLC | 2,338 | $427.0K | 0.05% | +13+0.6% | Added |
| E Fund Management Co., Ltd. | 2,327 | $424.5K | 0.01% | +2,327 | New |
| First Interstate Bank | 2,324 | $424.0K | 0.02% | −105−4.3% | Reduced |
| Aviso Financial Inc. | 2,310 | $421.4K | 0.01% | +2,310 | New |