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 |
|---|---|---|---|---|---|
| Rexford Capital Inc | 3,663 | $734.9K | 0.45% | −6−0.2% | Reduced |
| Cannon Advisors, Inc. | 3,581 | $735.1K | 0.45% | +3,581 | New |
| Western Financial Corp | 3,685 | $739.4K | 0.22% | +408+12.5% | Added |
| Hudson Valley Investment Advisors Inc | 3,689 | $740.1K | 0.09% | +105+2.9% | Added |
| Traub Capital Management LLC | 3,701 | $742.5K | 0.66% | +230+6.6% | Added |
| Bridgewater Advisors Inc. | 3,451 | $746.0K | 0.04% | +232+7.2% | Added |
| Kera Capital Partners, Inc. | 3,722 | $746.7K | 0.07% | +327+9.6% | Added |
| ClearAlpha Technologies LP | 3,734 | $749.1K | 1.28% | −1,990−34.8% | Reduced |
| Laraway Financial Inc | 3,745 | $751.3K | 0.46% | −3−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 3,750 | $752.0K | 0.05% | +125+3.4% | Added |
| Edgestream Partners, L.P. | 3,754 | $753.1K | 0.02% | +1,032+37.9% | Added |
| Accredited Investors Inc. | 3,759 | $754.1K | 0.03% | −70−1.8% | Reduced |
| Auxano Advisors, LLC | 3,760 | $754.3K | 0.14% | −65−1.7% | Reduced |
| Flavin Financial Services, Inc. | 3,772 | $756.8K | 0.43% | −101−2.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,779 | $758.2K | 0.12% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 3,791 | $760.5K | 0.22% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,793 | $761.0K | 0.01% | −1,149−23.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,800 | $762.4K | 0.68% | +1,000+35.7% | Added |
| Dorsey & Whitney Trust CO LLC | 3,832 | $768.8K | 0.04% | +258+7.2% | Added |
| Birnam Oak Advisors, LP | 3,833 | $769.0K | 0.13% | 00.0% | Unchanged |
| Elevatus Welath Management | 3,851 | $772.8K | 0.19% | +1,779+85.9% | Added |
| Venturi Wealth Management, LLC | 3,858 | $774.0K | 0.03% | +185+5.0% | Added |
| Fiduciary Trust Co | 3,860 | $774.5K | 0.01% | +44+1.2% | Added |
| Harmony Asset Management LLC | 3,876 | $777.7K | 0.21% | +236+6.5% | Added |
| Advisors Management Group Inc | 3,878 | $778.0K | 0.13% | +969+33.3% | Added |
| PDS Planning, Inc | 3,886 | $779.6K | 0.05% | +98+2.6% | Added |
| Parcion Private Wealth LLC | 3,895 | $781.4K | 0.04% | +381+10.8% | Added |
| Sterling Capital Management LLC | 3,899 | $782.2K | 0.01% | +1,713+78.4% | Added |
| Unique Wealth Strategies, LLC | 3,914 | $785.2K | 0.29% | +547+16.2% | Added |
| State of Wyoming | 3,918 | $786.0K | 0.08% | +3,918 | New |
| One Wealth Advisors, LLC | 3,931 | $788.6K | 0.09% | +949+31.8% | Added |
| MONECO Advisors, LLC | 3,943 | $791.1K | 0.05% | +1,637+71.0% | Added |
| Camden Capital, LLC | 3,953 | $795.1K | 0.04% | −244−5.8% | Reduced |
| Ironwood Investment Counsel, LLC | 3,965 | $795.5K | 0.10% | −30−0.8% | Reduced |
| Neo Ivy Capital Management | 3,976 | $797.7K | 0.18% | +3,976 | New |
| Supplemental Annuity Collective Trust of NJ | 3,991 | $800.7K | 0.21% | −314−7.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,000 | $802.5K | 0.03% | +4,000 | New |
| Larson Financial Group LLC | 4,011 | $804.6K | 0.02% | +178+4.6% | Added |
| Net Worth Advisory Group | 4,019 | $806.3K | 0.20% | −183−4.4% | Reduced |
| Calton & Associates, Inc. | 4,021 | $806.7K | 0.12% | −536−11.8% | Reduced |
| Sentinus, LLC | 4,027 | $807.9K | 0.06% | +1,944+93.3% | Added |
| FourThought Financial Partners, LLC | 4,050 | $812.5K | 0.06% | −135−3.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,058 | $814.1K | 0.05% | +1,136+38.9% | Added |
| Sather Financial Group Inc | 4,076 | $817.7K | 0.05% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 4,076 | $817.7K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,081 | $818.7K | 0.09% | +704+20.8% | Added |
| Chemistry Wealth Management LLC | 4,097 | $821.9K | 0.13% | +1,676+69.2% | Added |
| Pennsylvania Capital Management Inc | 4,102 | $822.9K | 0.21% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,139 | $830.4K | 0.02% | +1,274+44.5% | Added |
| Quotient Wealth Partners, LLC | 4,171 | $836.8K | 0.02% | −34−0.8% | Reduced |
| West Family Investments, Inc. | 4,181 | $838.8K | 0.24% | +2,872+219.4% | Added |
| Magnetar Financial LLC | 4,182 | $839.0K | 0.01% | +4,182 | New |
| Anchyra Partners LLC | 4,188 | $840.2K | 0.20% | +92+2.2% | Added |
| Meadowbrook Wealth Management, LLC | 4,107 | $841.2K | 0.91% | +4,107 | New |
| Catalyst Financial Partners LLC | 4,215 | $845.6K | 0.08% | +286+7.3% | Added |
| Peak Asset Management, LLC | 4,229 | $848.4K | 0.12% | +4,229 | New |
| Sunflower Bank, N.A. | 4,242 | $851.0K | 0.20% | −13−0.3% | Reduced |
| Belpointe Asset Management LLC | 4,245 | $851.8K | 0.03% | +1,633+62.5% | Added |
| Cooper Financial Group | 4,247 | $852.1K | 0.07% | −1,228−22.4% | Reduced |
| Baker Avenue Asset Management, LP | 4,313 | $865.4K | 0.02% | −374−8.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 4,314 | $865.5K | 0.46% | +1,850+75.1% | Added |
| Ausdal Financial Partners, Inc. | 4,324 | $867.3K | 0.03% | −471−9.8% | Reduced |
| One Wealth Capital Management, LLC | 4,334 | $869.5K | 0.25% | +2,328+116.1% | Added |
| Fiduciary Family Office, LLC | 4,338 | $870.4K | 0.22% | −311−6.7% | Reduced |
| Viawealth, LLC | 4,345 | $871.8K | 0.44% | +1,172+36.9% | Added |
| Unified Investment Management | 4,351 | $872.9K | 0.81% | +212+5.1% | Added |
| Foundations Investment Advisors, LLC | 4,363 | $875.3K | 0.01% | −638−12.8% | Reduced |
| Balentine LLC | 4,372 | $877.1K | 0.03% | −65−1.5% | Reduced |
| First Foundation Advisors | 4,374 | $877.4K | 0.03% | +95+2.2% | Added |
| Verition Fund Management LLC | 4,381 | $878.9K | 0.01% | −408−8.5% | Reduced |
| North Star Asset Management Inc | 4,398 | $882.3K | 0.03% | −251−5.4% | Reduced |
| Gryphon Financial Partners LLC | 4,403 | $883.4K | 0.08% | +203+4.8% | Added |
| Pettyjohn, Wood & White, Inc | 4,429 | $888.5K | 0.13% | −25−0.6% | Reduced |
| XML Financial, LLC | 4,463 | $895.3K | 0.07% | +1,591+55.4% | Added |
| Confluence Wealth Services, Inc. | 4,471 | $896.8K | 0.03% | +496+12.5% | Added |
| Essex Financial Services, Inc. | 4,481 | $899.0K | 0.04% | +115+2.6% | Added |
| Wellspring Financial Advisors, LLC | 4,486 | $900.4K | 0.06% | −413−8.4% | Reduced |
| LVW Advisors, LLC | 4,497 | $902.2K | 0.08% | +699+18.4% | Added |
| JBF Capital, Inc. | 4,500 | $902.8K | 0.12% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 4,512 | $905.2K | 0.01% | +2,353+109.0% | Added |
| Illinois Municipal Retirement Fund | 4,520 | $906.8K | 0.01% | −17,224−79.2% | Reduced |
| Roman Butler Fullerton & Co | 4,488 | $911.2K | 0.22% | +210+4.9% | Added |
| Crews Bank & Trust | 4,552 | $913.2K | 0.12% | +16+0.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,555 | $913.8K | 0.17% | +150+3.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,563 | $915.4K | 0.02% | −2,951−39.3% | Reduced |
| Geneos Wealth Management Inc. | 4,595 | $921.8K | 0.02% | −20.0% | Reduced |
| JM2 Capital Inc. | 4,602 | $923.3K | 0.63% | +61+1.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,614 | $925.7K | 0.02% | −153,625−97.1% | Reduced |
| Atom Investors LP | 4,643 | $931.5K | 0.08% | −1,504−24.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,651 | $933.1K | 0.15% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 4,682 | $939.3K | 0.26% | +643+15.9% | Added |
| Harbor Investment Advisory, LLC | 4,685 | $939.9K | 0.07% | −315−6.3% | Reduced |
| Westpac Banking Corp | 4,694 | $941.7K | 0.06% | −1,300−21.7% | Reduced |
| Northland Securities, Inc. | 4,700 | $942.9K | 0.55% | −50−1.1% | Reduced |
| Advisory Alpha, LLC | 4,700 | $943.7K | 0.02% | +914+24.1% | Added |
| 44 Wealth Management LLC | 4,708 | $944.5K | 0.31% | −530−10.1% | Reduced |
| FJ Capital Management LLC | 4,718 | $946.5K | 0.12% | +442+10.3% | Added |
| Hilltop National Bank | 4,757 | $954.3K | 0.20% | +123+2.7% | Added |
| CX Institutional | 4,766 | $956.0K | 0.03% | +513+12.1% | Added |
| Norden Group LLC | 4,784 | $959.8K | 0.08% | −639−11.8% | Reduced |