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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 9,119 | $1.66M | 0.04% | −501−5.2% | Reduced |
| ISAM Funds (UK) Ltd | 9,114 | $1.66M | 0.82% | +9,114 | New |
| Emissary Wealth LLC | 9,057 | $1.65M | 1.55% | +491+5.7% | Added |
| Avidian Wealth Solutions, LLC | 8,999 | $1.64M | 0.05% | +5,647+168.5% | Added |
| Brooks, Moore & Associates, Inc. | 8,988 | $1.64M | 0.82% | −702−7.2% | Reduced |
| MCF Advisors LLC | 8,987 | $1.64M | 0.07% | +4,244+89.5% | Added |
| Diversify Wealth Management, LLC | 8,587 | $1.64M | 0.03% | +6,903+409.9% | Added |
| Aaron Wealth Advisors | 8,977 | $1.64M | 0.09% | −3,173−26.1% | Reduced |
| SageGuard Financial Group, LLC | 8,870 | $1.62M | 0.25% | +810+10.0% | Added |
| SRS Capital Advisors, Inc. | 8,840 | $1.61M | 0.05% | +2,578+41.2% | Added |
| Exchange Traded Concepts, LLC | 8,832 | $1.61M | 0.01% | +2,011+29.5% | Added |
| Impact Partnership Wealth, LLC | 8,812 | $1.61M | 0.20% | +8,812 | New |
| Dynamic Technology Lab Private Ltd | 8,810 | $1.61M | 0.26% | +8,810 | New |
| Mount Lucas Management LP | 8,799 | $1.61M | 0.59% | +2,657+43.3% | Added |
| Virtus Investment Advisers, Inc. | 8,740 | $1.59M | 0.44% | +8,740 | New |
| Haverford Trust Co | 8,697 | $1.59M | 0.01% | +200+2.4% | Added |
| Plato Investment Management Ltd | 8,644 | $1.58M | 0.11% | −70−0.8% | Reduced |
| SageView Advisory Group, LLC | 8,631 | $1.57M | 0.06% | −582−6.3% | Reduced |
| CSM Advisors, LLC | 8,595 | $1.57M | 0.04% | −408−4.5% | Reduced |
| Inceptionr LLC | 8,589 | $1.57M | 0.38% | +8,589 | New |
| Simon Quick Advisors, LLC | 8,586 | $1.57M | 0.07% | −1,756−17.0% | Reduced |
| AE Wealth Management LLC | 8,535 | $1.56M | 0.01% | +736+9.4% | Added |
| Ashton Thomas Private Wealth, LLC | 8,445 | $1.54M | 0.04% | +917+12.2% | Added |
| Diversified Trust Co | 8,434 | $1.54M | 0.03% | −20.0% | Reduced |
| Sagespring Wealth Partners, LLC | 8,433 | $1.54M | 0.03% | −508−5.7% | Reduced |
| Founders Financial Securities LLC | 7,894 | $1.54M | 0.09% | −184−2.3% | Reduced |
| J. Goldman & Co LP | 8,300 | $1.51M | 0.07% | +8,300 | New |
| Kestra Investment Management, LLC | 8,256 | $1.51M | 0.03% | −4,222−33.8% | Reduced |
| Snowden Capital Advisors LLC | 8,209 | $1.50M | 0.04% | −1,345−14.1% | Reduced |
| TCG Advisory Services, LLC | 8,165 | $1.49M | 0.04% | +3,181+63.8% | Added |
| Kinneret Advisory, LLC | 8,144 | $1.49M | 0.14% | −361−4.2% | Reduced |
| Main Street Group, LTD | 8,138 | $1.48M | 0.44% | −132−1.6% | Reduced |
| Family Legacy, Inc. | 8,106 | $1.48M | 0.44% | +131+1.6% | Added |
| AIA Group Ltd | 8,094 | $1.48M | 0.02% | +8,094 | New |
| Kingstone Capital Partners Texas, LLC | 8,027 | $1.46M | 0.90% | +39+0.5% | Added |
| Canal Capital Management, LLC | 8,017 | $1.46M | 0.20% | +8+0.1% | Added |
| Ally Financial Inc. | 8,000 | $1.46M | 0.18% | +8,000 | New |
| Diversified Management Inc | 7,997 | $1.46M | 0.25% | +7,997 | New |
| Cidel Asset Management Inc | 7,989 | $1.46M | 0.08% | +902+12.7% | Added |
| Headlands Technologies LLC | 7,984 | $1.46M | 0.17% | +7,984 | New |
| Kingswood Wealth Advisors, LLC | 7,949 | $1.45M | 0.07% | +234+3.0% | Added |
| Legacy Financial Advisors, Inc. | 7,914 | $1.44M | 0.20% | −1,741−18.0% | Reduced |
| Premier Path Wealth Partners, LLC | 7,897 | $1.44M | 0.19% | +475+6.4% | Added |
| Adviser Investments LLC | 7,890 | $1.44M | 0.02% | +14+0.2% | Added |
| Stenger Family Office, LLC | 7,866 | $1.43M | 0.26% | +28+0.4% | Added |
| Independence Bank of Kentucky | 7,857 | $1.43M | 0.18% | +25+0.3% | Added |
| Crawford Investment Counsel Inc | 7,835 | $1.43M | 0.02% | −415−5.0% | Reduced |
| Integrated Advisors Network LLC | 7,832 | $1.43M | 0.07% | −8,349−51.6% | Reduced |
| Twinbeech Capital LP | 7,813 | $1.43M | 0.15% | +6,588+537.8% | Added |
| Group One Trading, L.P. | 7,725 | $1.41M | 0.05% | −12,249−61.3% | Reduced |
| Moors & Cabot, Inc. | 7,714 | $1.41M | 0.06% | −397−4.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,707 | $1.41M | 0.11% | −95−1.2% | Reduced |
| Rowland & Co Investment Counsel | 7,669 | $1.40M | 0.28% | −637−7.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,660 | $1.40M | 0.22% | −40−0.5% | Reduced |
| Rothschild Investment LLC | 7,632 | $1.39M | 0.07% | +529+7.4% | Added |
| OpenArc Corporate Advisory, LLC | 7,618 | $1.39M | 0.02% | +1,478+24.1% | Added |
| Portfolio Design Labs, LLC | 7,604 | $1.39M | 0.25% | −1,052−12.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,597 | $1.39M | 0.07% | +1,466+23.9% | Added |
| Stock Yards Bank & Trust Co | 7,589 | $1.38M | 0.04% | −387−4.9% | Reduced |
| Whelan Financial | 7,586 | $1.38M | 0.43% | +561+8.0% | Added |
| Frank, Rimerman Advisors LLC | 7,584 | $1.38M | 0.09% | +1,268+20.1% | Added |
| First National Bank of Omaha | 7,721 | $1.38M | 0.04% | 00.0% | Unchanged |
| Adirondack Capital Advisors, LLC | 7,520 | $1.37M | 0.88% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,514 | $1.37M | 0.04% | +2,160+40.3% | Added |
| Silvant Capital Management LLC | 7,445 | $1.36M | 0.05% | −59−0.8% | Reduced |
| Parkside Financial Bank & Trust | 7,429 | $1.36M | 0.10% | −61−0.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 7,355 | $1.34M | 0.14% | −7,552−50.7% | Reduced |
| Nicolet Bankshares Inc | 7,291 | $1.34M | 0.05% | +7,291 | New |
| Western Wealth Management, LLC | 7,345 | $1.34M | 0.05% | +324+4.6% | Added |
| Intact Investment Management Inc. | 7,300 | $1.33M | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,247 | $1.32M | 0.02% | −2,871−28.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,239 | $1.32M | 0.07% | −125−1.7% | Reduced |
| Lecap Asset Management Ltd | 7,209 | $1.32M | 0.49% | +1,934+36.7% | Added |
| Permanent Capital Management, LP | 6,859 | $1.31M | 0.20% | −6,860−50.0% | Reduced |
| Jefferies Financial Group Inc. | 7,183 | $1.31M | 0.02% | −27,647−79.4% | Reduced |
| Meridian Financial Partners LLC | 7,232 | $1.31M | 0.50% | +200+2.8% | Added |
| Daymark Wealth Partners, LLC | 7,149 | $1.30M | 0.04% | +1,641+29.8% | Added |
| Tiemann Investment Advisors, LLC | 7,112 | $1.30M | 0.51% | +29+0.4% | Added |
| Trust Asset Management LLC | 7,100 | $1.30M | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,075 | $1.29M | 0.04% | −118−1.6% | Reduced |
| Spire Wealth Management | 7,038 | $1.28M | 0.04% | −24−0.3% | Reduced |
| Soltis Investment Advisors LLC | 7,008 | $1.28M | 0.08% | −102−1.4% | Reduced |
| Hennessy Advisors Inc | 7,000 | $1.28M | 0.05% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,987 | $1.27M | 0.03% | +1,064+18.0% | Added |
| Diligent Investors, LLC | 6,962 | $1.27M | 0.31% | +581+9.1% | Added |
| PFG Investments, LLC | 6,953 | $1.27M | 0.06% | −368−5.0% | Reduced |
| South Shore Capital Advisors | 6,943 | $1.27M | 0.93% | −788−10.2% | Reduced |
| Sovran Advisors, LLC | 6,617 | $1.27M | 0.10% | −1,726−20.7% | Reduced |
| Fulton Bank, N.A. | 6,939 | $1.27M | 0.04% | −94−1.3% | Reduced |
| RFG Advisory, LLC | 6,938 | $1.27M | 0.02% | −9,961−58.9% | Reduced |
| Nordwand Advisors, LLC | 6,927 | $1.26M | 0.22% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 6,921 | $1.26M | 1.08% | +291+4.4% | Added |
| PEAK6 LLC | 6,909 | $1.26M | 0.04% | −12,670−64.7% | Reduced |
| CSS LLC | 6,886 | $1.26M | 0.07% | +3,060+80.0% | Added |
| Colonial River Wealth Management, LLC | 6,867 | $1.25M | 0.45% | +655+10.5% | Added |
| Kovack Advisors, Inc. | 6,784 | $1.25M | 0.07% | +418+6.6% | Added |
| Advisors Preferred, LLC | 6,800 | $1.24M | 0.18% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 6,771 | $1.24M | 0.39% | +543+8.7% | Added |
| Platform Technology Partners | 6,753 | $1.23M | 0.24% | +764+12.8% | Added |
| Valeo Financial Advisors, LLC | 6,694 | $1.22M | 0.03% | −3,452−34.0% | Reduced |