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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 8,318 | $1.67M | 0.04% | +109+1.3% | Added |
| Independence Bank of Kentucky | 8,325 | $1.67M | 0.19% | +468+6.0% | Added |
| XTX Topco Ltd | 8,461 | $1.70M | 0.02% | −77,898−90.2% | Reduced |
| Sagespring Wealth Partners, LLC | 8,462 | $1.70M | 0.03% | +29+0.3% | Added |
| Bull Harbor Capital LLC | 8,480 | $1.70M | 0.33% | +3,127+58.4% | Added |
| Allen Investment Management LLC | 8,490 | $1.70M | 0.02% | +8,490 | New |
| Ancora Advisors, LLC | 8,525 | $1.71M | 0.03% | −594−6.5% | Reduced |
| Compass Capital Corp | 7,875 | $1.71M | 0.56% | −1,878−19.3% | Reduced |
| CSS LLC | 8,566 | $1.72M | 0.08% | +1,680+24.4% | Added |
| Diversified Trust Co | 8,581 | $1.72M | 0.03% | +147+1.7% | Added |
| Plato Investment Management Ltd | 8,644 | $1.72M | 0.10% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 8,687 | $1.74M | 0.58% | −3,415−28.2% | Reduced |
| Fidelis Capital Partners, LLC | 8,702 | $1.75M | 0.10% | −2,393−21.6% | Reduced |
| Stenger Family Office, LLC | 8,713 | $1.75M | 0.28% | +847+10.8% | Added |
| First Horizon Corp | 8,813 | $1.77M | 0.07% | −306−3.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,890 | $1.78M | 0.04% | +445+5.3% | Added |
| Fulton Bank, N.A. | 8,908 | $1.79M | 0.05% | +1,969+28.4% | Added |
| We Are One Seven, LLC | 8,954 | $1.80M | 0.03% | −3,410−27.6% | Reduced |
| Capital International Sarl | 9,098 | $1.83M | 0.03% | −12,016−56.9% | Reduced |
| EntryPoint Capital, LLC | 9,136 | $1.83M | 0.44% | +7,663+520.2% | Added |
| Argent Trust Co | 9,180 | $1.84M | 0.05% | −125−1.3% | Reduced |
| Montag A & Associates Inc | 9,181 | $1.84M | 0.08% | −2,717−22.8% | Reduced |
| Aaron Wealth Advisors | 9,241 | $1.85M | 0.09% | +264+2.9% | Added |
| Phoenix Holdings Ltd. | 9,258 | $1.86M | 0.01% | −422,046−97.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,277 | $1.86M | 0.08% | +1,328+16.7% | Added |
| Virtus Investment Advisers, Inc. | 9,283 | $1.86M | 0.43% | +543+6.2% | Added |
| Siemens Fonds Invest GmbH | 9,286 | $1.86M | 0.09% | −194−2.0% | Reduced |
| Manuka Financial, LLC | 9,294 | $1.86M | 0.97% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 9,313 | $1.87M | 0.57% | +140+1.5% | Added |
| Lewis Asset Management, LLC | 9,314 | $1.87M | 0.65% | +9,314 | New |
| Mission Wealth Management, LP | 9,319 | $1.87M | 0.02% | +4,880+109.9% | Added |
| Legacy Financial Advisors, Inc. | 9,323 | $1.87M | 0.23% | +1,409+17.8% | Added |
| First Citizens Bank & Trust Co | 9,327 | $1.87M | 0.03% | −13−0.1% | Reduced |
| IFP Advisors, Inc | 9,342 | $1.87M | 0.03% | −5,365−36.5% | Reduced |
| AE Wealth Management LLC | 9,380 | $1.88M | 0.01% | +845+9.9% | Added |
| Miracle Mile Advisors, LLC | 9,433 | $1.89M | 0.02% | −209−2.2% | Reduced |
| Avestar Capital, LLC | 9,455 | $1.90M | 0.11% | +198+2.1% | Added |
| Avidian Wealth Solutions, LLC | 9,487 | $1.90M | 0.05% | +488+5.4% | Added |
| MCF Advisors LLC | 9,488 | $1.90M | 0.07% | +501+5.6% | Added |
| Burns J W & Co Inc | 9,526 | $1.91M | 0.20% | −74−0.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,568 | $1.92M | 0.10% | +6,106+176.4% | Added |
| Massmutual Trust Co FSB | 9,647 | $1.94M | 0.05% | −160−1.6% | Reduced |
| Ballentine Partners, LLC | 9,675 | $1.94M | 0.02% | −280−2.8% | Reduced |
| Professional Financial Advisors, LLC | 9,710 | $1.95M | 0.34% | +8,408+645.8% | Added |
| Ionic Capital Management LLC | 9,800 | $1.97M | 1.84% | +9,800 | New |
| AlphaCore Capital LLC | 9,899 | $1.99M | 0.04% | +3,368+51.6% | Added |
| Paradigm Asset Management Co LLC | 9,904 | $1.99M | 0.42% | +8,600+659.5% | Added |
| City Holding Co | 9,910 | $1.99M | 0.22% | −234−2.3% | Reduced |
| Wedbush Securities Inc | 9,965 | $2.00M | 0.05% | −512−4.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 9,988 | $2.00M | 0.90% | +1,000+11.1% | Added |
| American Assets Inc | 10,000 | $2.01M | 0.60% | −20,000−66.7% | Reduced |
| YHB Investment Advisors, Inc. | 10,044 | $2.02M | 0.13% | −6,411−39.0% | Reduced |
| Nations Financial Group Inc, | 10,073 | $2.02M | 0.10% | −7,893−43.9% | Reduced |
| Beacon Investment Advisors LLC | 10,087 | $2.02M | 0.64% | +9+0.1% | Added |
| Webster Bank, N. A. | 10,133 | $2.03M | 0.18% | −12,219−54.7% | Reduced |
| Fox Run Management, L.L.C. | 10,215 | $2.05M | 0.34% | +9,075+796.1% | Added |
| Burke & Herbert Bank & Trust Co | 10,217 | $2.05M | 0.51% | 00.0% | Unchanged |
| IFG Advisors, LLC | 10,221 | $2.05M | 0.28% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 10,231 | $2.05M | 1.46% | +969+10.5% | Added |
| Dynamic Advisor Solutions LLC | 10,234 | $2.05M | 0.06% | −255−2.4% | Reduced |
| Trust Investment Advisors | 10,257 | $2.06M | 0.98% | −15−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 10,301 | $2.07M | 0.01% | +1,469+16.6% | Added |
| 3Chopt Investment Partners, LLC | 10,346 | $2.08M | 0.39% | +10,346 | New |
| River Street Advisors LLC | 10,348 | $2.08M | 0.61% | +890+9.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,397 | $2.09M | 0.03% | +662+6.8% | Added |
| Longfellow Investment Management Co LLC | 10,406 | $2.09M | 0.43% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 10,413 | $2.09M | 0.95% | 00.0% | Unchanged |
| Somerset Trust Co | 10,424 | $2.09M | 0.59% | +85+0.8% | Added |
| TCW Group Inc | 10,450 | $2.10M | 0.01% | +182+1.8% | Added |
| Diversify Wealth Management, LLC | 10,130 | $2.10M | 0.04% | +1,543+18.0% | Added |
| Diversify Advisory Services, LLC | 10,130 | $2.10M | 0.04% | +8,332+463.4% | Added |
| Sivia Capital Partners, LLC | 10,470 | $2.10M | 0.26% | −5,748−35.4% | Reduced |
| Syon Capital LLC | 10,478 | $2.10M | 0.09% | −933−8.2% | Reduced |
| Courier Capital LLC | 10,499 | $2.11M | 0.11% | +65+0.6% | Added |
| Dumont & Blake Investment Advisors LLC | 10,510 | $2.11M | 0.47% | −555−5.0% | Reduced |
| Jacobi Capital Management LLC | 10,529 | $2.11M | 0.10% | +441+4.4% | Added |
| Cassaday & Co Wealth Management LLC | 10,570 | $2.12M | 0.04% | +32+0.3% | Added |
| Advisors Capital Management, LLC | 10,877 | $2.18M | 0.02% | −644−5.6% | Reduced |
| Bridges Investment Management Inc | 10,941 | $2.19M | 0.03% | +385+3.6% | Added |
| Daymark Wealth Partners, LLC | 11,114 | $2.23M | 0.05% | +3,965+55.5% | Added |
| HM Payson & Co | 11,136 | $2.23M | 0.03% | +254+2.3% | Added |
| Vision Capital Management, Inc. | 11,204 | $2.25M | 0.26% | −556−4.7% | Reduced |
| TCG Advisory Services, LLC | 11,240 | $2.25M | 0.04% | +3,075+37.7% | Added |
| Wedmont Private Capital | 11,261 | $2.27M | 0.06% | −31−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 11,325 | $2.27M | 0.06% | −26,361−69.9% | Reduced |
| Tema ETFs LLC | 11,393 | $2.29M | 0.07% | +1,015+9.8% | Added |
| Legacy Financial Independent Advisors LLC | 11,529 | $2.31M | 1.09% | −10,385−47.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,626 | $2.33M | 0.08% | −1,786−13.3% | Reduced |
| Fiduciary Alliance LLC | 11,637 | $2.33M | 0.16% | −212−1.8% | Reduced |
| Tandem Capital Management Corp | 11,646 | $2.34M | 0.98% | −120−1.0% | Reduced |
| Great Lakes Retirement, Inc. | 11,803 | $2.37M | 0.21% | +1,373+13.2% | Added |
| Z3 Capital Partners, LLC | 11,803 | $2.37M | 0.50% | +50.0% | Added |
| Vectors Research Management, LLC | 11,844 | $2.38M | 0.62% | −145−1.2% | Reduced |
| Regatta Capital Group, LLC | 11,900 | $2.39M | 0.32% | +636+5.6% | Added |
| Quinn Opportunity Partners LLC | 12,000 | $2.41M | 0.11% | +12,000 | New |
| EP Wealth Advisors, LLC | 12,130 | $2.43M | 0.01% | −223−1.8% | Reduced |
| Peddock Capital Advisors, LLC | 12,143 | $2.44M | 0.49% | +30.0% | Added |
| Trustmark National Bank Trust Department | 12,192 | $2.45M | 0.15% | −1,308−9.7% | Reduced |
| Capstone Investment Advisors, LLC | 12,196 | $2.45M | 0.02% | −39,652−76.5% | Reduced |
| Twin Capital Management Inc | 12,230 | $2.45M | 0.27% | −139−1.1% | Reduced |