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; 2,130 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, Q2 2026
Institutional positions in Capital One Financial Corp as of Jun 30, 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
- 2,130
- +77 vs. Q1 2026
- Shares held
- 537.1M
- +11.3M (+2.1%) vs. Q1 2026
- Total value
- $107.7B
- +$11.8B (+12.3%) vs. Q1 2026
- New holders
- 229
- 823 more added
- Sold out
- 152
- 776 more reduced
29 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 2,795 | $560.0K | 0.02% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,829 | $567.6K | 0.18% | +40+1.4% | Added |
| Cornerstone Wealth Group, LLC | 2,839 | $569.6K | 0.03% | +31+1.1% | Added |
| Conning Inc. | 2,840 | $569.8K | 0.02% | −54−1.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,863 | $574.4K | 0.03% | +403+16.4% | Added |
| Institute for Wealth Management, LLC. | 2,871 | $576.0K | 0.05% | −5−0.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,872 | $576.1K | 0.02% | −82−2.8% | Reduced |
| Clark Capital Management Group, Inc. | 2,898 | $581.3K | 0.00% | −223−7.1% | Reduced |
| Diversified Investment Strategies, LLC | 2,905 | $582.8K | 0.38% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,923 | $587.0K | 0.07% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,932 | $588.2K | 0.07% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,962 | $594.2K | 0.09% | +122+4.3% | Added |
| McLean Asset Management Corp | 2,847 | $595.1K | 0.08% | −386−11.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,980 | $597.9K | 0.05% | +207+7.5% | Added |
| Cypress Wealth Services, LLC | 2,984 | $598.6K | 0.07% | +27+0.9% | Added |
| Victory Financial Group, LLC | 2,994 | $600.7K | 0.06% | +2,994 | New |
| Johnson Investment Counsel Inc | 2,997 | $601.2K | 0.00% | +65+2.2% | Added |
| Hartford Financial Management Inc. | 3,000 | $601.9K | 0.13% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $601.9K | 0.36% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,003 | $602.4K | 0.02% | +567+23.3% | Added |
| Indivisible Partners | 3,012 | $604.2K | 0.03% | +1,096+57.2% | Added |
| Montecito Bank & Trust | 3,012 | $604.3K | 0.09% | +230+8.3% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,015 | $604.9K | 0.10% | −1,624−35.0% | Reduced |
| Keel Point, LLC | 3,017 | $605.2K | 0.04% | +1,186+64.8% | Added |
| Jackson Thornton Asset Management, LLC | 3,018 | $605.5K | 0.05% | +1,076+55.4% | Added |
| GeoWealth Management, LLC | 3,061 | $613.9K | 0.02% | −273−8.2% | Reduced |
| HBK Sorce Advisory LLC | 2,773 | $614.5K | 0.01% | +148+5.6% | Added |
| Resonant Capital Advisors, LLC | 3,070 | $615.9K | 0.03% | −291−8.7% | Reduced |
| Affinity Wealth Management LLC | 3,073 | $616.4K | 0.08% | +22+0.7% | Added |
| 111 Capital | 3,080 | $617.9K | 0.11% | +1,126+57.6% | Added |
| StoneX Group Inc. | 3,098 | $621.2K | 0.03% | +150+5.1% | Added |
| Red Door Wealth Management, LLC | 3,098 | $621.5K | 0.06% | −2−0.1% | Reduced |
| Pflug Koory, LLC | 3,107 | $623.3K | 0.25% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,107 | $623.4K | 0.12% | +7+0.2% | Added |
| TownSquare Capital, LLC | 3,116 | $625.1K | 0.11% | +850+37.5% | Added |
| Councilmark Asset Management, LLC | 3,128 | $627.5K | 0.33% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 3,131 | $628.1K | 0.04% | −83−2.6% | Reduced |
| Gamco Investors, Inc. Et Al | 3,132 | $628.3K | 0.01% | +634+25.4% | Added |
| Modern Wealth Management, LLC | 3,133 | $628.5K | 0.01% | −90−2.8% | Reduced |
| Ellevest, Inc. | 3,185 | $629.1K | 0.07% | −476−13.0% | Reduced |
| Waterloo Capital, L.P. | 3,141 | $630.2K | 0.04% | +769+32.4% | Added |
| Scotia Capital Inc. | 3,142 | $630.4K | 0.00% | −104−3.2% | Reduced |
| Root Financial Partners, LLC | 3,144 | $630.8K | 0.02% | +1,050+50.1% | Added |
| TRB Wealth Management, LLC | 3,158 | $633.6K | 0.08% | −75−2.3% | Reduced |
| Ameritas Advisory Services, LLC | 3,159 | $633.8K | 0.01% | −6,026−65.6% | Reduced |
| Generation Capital Management LLC | 3,171 | $636.1K | 0.39% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 3,178 | $637.6K | 0.05% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,187 | $639.4K | 0.02% | −14−0.4% | Reduced |
| tru Independence LLC | 3,199 | $641.8K | 0.28% | +12+0.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,210 | $644.0K | 0.02% | +3,210 | New |
| Valley National Advisers Inc | 3,235 | $649.0K | 0.07% | −36−1.1% | Reduced |
| Wealth Alliance | 3,246 | $651.1K | 0.05% | −106−3.2% | Reduced |
| Patron Partners Advisors, LLC | 3,252 | $652.4K | 0.25% | −99−3.0% | Reduced |
| Trifecta Capital Advisors, LLC | 3,268 | $655.6K | 0.08% | +45+1.4% | Added |
| Focused Alpha, LLC | 3,270 | $656.1K | 0.17% | +80+2.5% | Added |
| Cornerstone Wealth Management, LLC | 3,271 | $656.2K | 0.03% | +116+3.7% | Added |
| TIAA Wealth Investment Management LLC | 3,273 | $656.9K | 0.00% | +110+3.5% | Added |
| Caerus Investment Advisors, LLC | 3,275 | $657.0K | 0.22% | +3,275 | New |
| Oslo Pensjonsforsikring AS | 3,299 | $661.8K | 0.08% | +302+10.1% | Added |
| Ingalls & Snyder LLC | 3,299 | $662.0K | 0.02% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,300 | $662.0K | 0.02% | +53+1.6% | Added |
| Acropolis Investment Management, LLC | 3,305 | $663.1K | 0.03% | −69−2.0% | Reduced |
| Kendall Capital Management | 3,306 | $663.3K | 0.11% | −605−15.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,307 | $663.5K | 0.01% | +10+0.3% | Added |
| Joel Isaacson & Co., LLC | 3,311 | $664.3K | 0.02% | +84+2.6% | Added |
| Boston Private Wealth LLC | 3,347 | $671.5K | 0.04% | −506−13.1% | Reduced |
| Armstrong Advisory Group, Inc | 3,356 | $673.2K | 0.04% | +2+0.1% | Added |
| Prosperity Consulting Group, LLC | 3,361 | $674.3K | 0.03% | −3,041−47.5% | Reduced |
| Evercore Wealth Management, LLC | 3,362 | $674.5K | 0.01% | +1,000+42.3% | Added |
| St Germain D J Co Inc | 3,373 | $676.6K | 0.02% | −747−18.1% | Reduced |
| Optas, LLC | 3,374 | $676.9K | 0.09% | −329−8.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,375 | $677.0K | 0.16% | 00.0% | Unchanged |
| Power Wealth Management LLC | 3,383 | $678.6K | 0.23% | −896−20.9% | Reduced |
| Addison Capital Co | 3,392 | $680.5K | 0.11% | −1,462−30.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,398 | $681.7K | 0.18% | +9+0.3% | Added |
| Meadowbrook Advisors Group, LLC | 3,408 | $683.7K | 0.37% | +1,277+59.9% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,452 | $692.5K | 0.12% | +1,417+69.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,456 | $693.3K | 0.07% | +28+0.8% | Added |
| Everpar Advisors LLC | 3,456 | $693.3K | 0.20% | +168+5.1% | Added |
| HCR Wealth Advisors | 3,468 | $695.9K | 0.06% | −26−0.7% | Reduced |
| Promethium Advisors,llc | 3,480 | $698.1K | 0.34% | +874+33.5% | Added |
| AlTi Global, Inc. | 3,483 | $698.7K | 0.01% | +141+4.2% | Added |
| S Harris Financial Group, LLC | 3,492 | $700.6K | 0.54% | +63+1.8% | Added |
| Founders Financial Alliance, LLC | 3,499 | $702.0K | 0.09% | +146+4.4% | Added |
| Stembrook Asset Management, LLC | 3,500 | $702.2K | 0.61% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,508 | $703.8K | 0.06% | −139−3.8% | Reduced |
| Capital Investment Advisory Services, LLC | 3,521 | $706.3K | 0.04% | −28−0.8% | Reduced |
| Cornerstone Select Advisors, LLC | 3,531 | $708.4K | 0.30% | +787+28.7% | Added |
| Richwood Investment Advisors, LLC | 3,534 | $709.0K | 0.50% | +237+7.2% | Added |
| Riversedge Advisors, LLC | 3,561 | $714.4K | 0.09% | +1,832+106.0% | Added |
| Shepherd Street Advisors LLC | 3,437 | $718.0K | 0.63% | −283−7.6% | Reduced |
| Sig Brokerage, LP | 3,593 | $720.8K | 0.12% | +2,050+132.9% | Added |
| Malaga Cove Capital, LLC | 3,608 | $723.8K | 0.23% | −44−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,618 | $725.5K | 0.02% | −800−18.1% | Reduced |
| Advisor OS, LLC | 3,617 | $725.7K | 0.05% | −188−4.9% | Reduced |
| LRI Investments, LLC | 3,618 | $725.9K | 0.06% | +140+4.0% | Added |
| RiverFront Investment Group, LLC | 3,619 | $726.0K | 0.01% | +194+5.7% | Added |
| Erste Asset Management GmbH | 3,604 | $729.0K | 0.01% | −586−14.0% | Reduced |
| CWA Asset Management Group, LLC | 3,650 | $732.2K | 0.02% | −293−7.4% | Reduced |
| Financial Engines Advisors L.L.C. | 3,653 | $732.9K | 0.00% | +26+0.7% | Added |