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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 2,309 | $421.2K | 0.02% | −105−4.3% | Reduced |
| MONECO Advisors, LLC | 2,306 | $420.8K | 0.03% | +183+8.6% | Added |
| Avantra Family Wealth, Inc. | 2,295 | $418.7K | 0.31% | +1,465+176.5% | Added |
| Pointe Capital Management LLC | 2,290 | $417.8K | 0.21% | −122−5.1% | Reduced |
| Valmark Advisers, Inc. | 2,288 | $417.4K | 0.00% | −398−14.8% | Reduced |
| Naples Global Advisors, LLC | 2,281 | $416.1K | 0.03% | +39+1.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,279 | $415.8K | 0.05% | −327−12.5% | Reduced |
| Cambient Family Office, LLC | 2,270 | $414.1K | 0.06% | +360+18.8% | Added |
| Round Hill Asset Management | 2,269 | $413.9K | 0.27% | −1,956−46.3% | 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 |
| Strategic Wealth Designers | 2,254 | $411.2K | 0.05% | −47−2.0% | Reduced |
| J. R. Prunier Capital Management LLC | 2,250 | $410.5K | 0.17% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,244 | $409.3K | 0.02% | +2,244 | New |
| Barlow Wealth Partners, Inc. | 1,976 | $408.0K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 2,230 | $406.8K | 0.50% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,229 | $406.6K | 0.14% | +966+76.5% | Added |
| AA Financial Advisors, LLC | 2,222 | $405.4K | 0.06% | −38−1.7% | Reduced |
| James J. Burns & Company, LLC | 2,212 | $403.6K | 0.05% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 2,209 | $403.0K | 0.12% | −26−1.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,186 | $402.7K | 0.04% | −12−0.5% | Reduced |
| Axiom Financial Strategies, LLC | 2,200 | $401.3K | 0.14% | +388+21.4% | Added |
| LaSalle St. Investment Advisors, LLC | 2,194 | $400.3K | 0.06% | −31−1.4% | Reduced |
| Perfromance Wealth Partners, LLC | 2,194 | $400.2K | 0.01% | +15+0.7% | Added |
| 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 |
| Systematic Alpha Investments, LLC | 2,181 | $397.9K | 0.01% | 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 |
| 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 |
| PCM Encore, LLC | 2,163 | $394.5K | 0.08% | −162−7.0% | Reduced |
| Howard Capital Management Inc. | 2,159 | $393.9K | 0.01% | −2,087−49.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,158 | $393.7K | 0.04% | −74−3.3% | Reduced |
| Pettee Investors, Inc. | 2,055 | $393.1K | 0.20% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,154 | $393.0K | 0.00% | −2,286−51.5% | Reduced |
| HHM Wealth Advisors, LLC | 2,132 | $388.9K | 0.04% | +687+47.5% | Added |
| Meadowbrook Advisors Group, LLC | 2,131 | $388.8K | 0.23% | +1,139+114.8% | Added |
| Wealth Science Advisors LLC | 1,603 | $388.5K | 0.22% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,128 | $388.3K | 0.21% | +5+0.2% | Added |
| Fayez Sarofim & Co | 2,128 | $388.2K | 0.00% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,121 | $386.9K | 0.06% | +2,121 | New |
| Stokes Family Office, LLC | 2,119 | $386.5K | 0.04% | −252−10.6% | Reduced |
| Apella Capital, LLC | 1,871 | $386.3K | 0.01% | +657+54.1% | Added |
| HBW Advisory Services LLC | 2,117 | $386.3K | 0.04% | −108−4.9% | Reduced |
| One Wealth Capital Management, LLC | 2,006 | $385.4K | 0.17% | −68−3.3% | Reduced |
| Silverlake Wealth Management LLC | 2,112 | $385.3K | 0.08% | −32−1.5% | Reduced |
| Wealthcare Advisory Partners LLC | 2,104 | $383.9K | 0.01% | +277+15.2% | Added |
| GHP Investment Advisors, Inc. | 2,104 | $383.8K | 0.02% | −111−5.0% | Reduced |
| KFA Private Wealth Group, LLC | 2,099 | $383.1K | 0.09% | +6+0.3% | Added |
| Acima Private Wealth, LLC | 2,095 | $382.2K | 0.12% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,094 | $382.0K | 0.02% | −244−10.4% | Reduced |
| Capital Performance Advisors LLP | 2,091 | $381.4K | 0.03% | −502−19.4% | Reduced |
| Defiance ETFs, LLC | 2,086 | $380.5K | 0.01% | +2,086 | New |
| Sentinus, LLC | 2,083 | $380.0K | 0.03% | −1,678−44.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,083 | $380.0K | 0.10% | +134+6.9% | Added |
| Harbour Trust & Investment Management Co | 2,083 | $380.0K | 0.04% | 00.0% | Unchanged |
| Red Reef Advisors LLC | 2,081 | $379.6K | 0.40% | +560+36.8% | Added |
| Meridian Wealth Management, LLC | 2,078 | $379.1K | 0.01% | +48+2.4% | Added |
| Elevatus Welath Management | 2,072 | $378.0K | 0.20% | +336+19.4% | Added |
| Moody National Bank Trust Division | 2,072 | $378.0K | 0.04% | +868+72.1% | Added |
| Emergent Wealth Advisors, LLC | 2,065 | $376.7K | 0.22% | +1,104+114.9% | Added |
| Bragg Financial Advisors, Inc | 2,062 | $376.2K | 0.01% | −105−4.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,942 | $374.8K | 0.03% | −1,384−41.6% | Reduced |
| KC Investment Advisors, LLC | 2,045 | $373.1K | 0.09% | +403+24.5% | Added |
| Schrum Private Wealth Management LLC | 2,043 | $372.7K | 0.28% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,886 | $372.6K | 0.07% | +2+0.1% | Added |
| JBGlobal.com LLC | 2,037 | $371.6K | 0.37% | +2,037 | New |
| Allegiance Financial Group Advisory Services LLC | 2,035 | $371.2K | 0.07% | +298+17.2% | Added |
| Warner Financial, Inc | 2,028 | $370.0K | 0.13% | 00.0% | Unchanged |
| Voleon Capital Management LP | 2,016 | $367.8K | 0.01% | −29,003−93.5% | Reduced |
| Elk River Wealth Management, LLC | 2,005 | $365.8K | 0.06% | +5+0.3% | Added |
| Range Advisory, LLC | 2,005 | $365.7K | 0.07% | +639+46.8% | Added |
| VeraBank, N.A. | 2,001 | $365.0K | 0.07% | −62−3.0% | 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 |
| Bedel Financial Consulting, Inc. | 1,996 | $364.2K | 0.04% | −15−0.7% | Reduced |
| Marion Wealth Management | 1,993 | $363.6K | 0.08% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,991 | $363.2K | 0.05% | −3,596−64.4% | Reduced |
| Hills Bank & Trust Co | 1,987 | $362.5K | 0.02% | −23−1.1% | Reduced |
| Exencial Wealth Advisors, LLC | 1,983 | $361.8K | 0.01% | −760−27.7% | Reduced |
| Sym Financial Corp | 1,981 | $361.4K | 0.04% | −3−0.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,979 | $361.1K | 0.03% | +149+8.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,976 | $360.5K | 0.02% | −128−6.1% | Reduced |
| Syverson Strege & Co | 1,974 | $360.1K | 0.09% | −93−4.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,969 | $359.2K | 0.02% | −3−0.2% | Reduced |
| Capital Analysts, LLC | 1,965 | $359.0K | 0.01% | +17+0.9% | Added |
| Leo Wealth, LLC | 1,964 | $358.3K | 0.03% | +1,964 | New |
| Novem Group | 1,963 | $358.1K | 0.04% | +73+3.9% | Added |
| Finivi Inc. | 1,963 | $358.1K | 0.20% | +1,963 | New |
| Woodmont Investment Counsel LLC | 1,959 | $357.4K | 0.02% | −33−1.7% | Reduced |
| Peak Planning Group, LLC | 1,958 | $357.2K | 0.10% | +10+0.5% | Added |
| NVWM, LLC | 1,958 | $357.2K | 0.08% | +1,924+5,658.8% | Added |
| Five Oceans Advisors | 1,956 | $356.8K | 0.13% | −25−1.3% | Reduced |
| Revolve Wealth Partners, LLC | 1,954 | $356.5K | 0.05% | +83+4.4% | Added |
| 111 Capital | 1,954 | $356.5K | 0.09% | +712+57.3% | Added |
| Klingman & Associates, LLC | 1,952 | $356.1K | 0.02% | +29+1.5% | Added |
| Money Concepts Capital Corp | 1,936 | $353.2K | 0.02% | +131+7.3% | Added |
| TruWealth Advisors, LLC | 1,935 | $353.0K | 0.02% | −2,158−52.7% | Reduced |
| City State Bank | 1,928 | $351.7K | 0.09% | 00.0% | Unchanged |