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, 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
- 2,129
- +77 vs. Q1 2026
- Shares held
- 537.1M
- +11.2M (+2.1%) vs. Q1 2026
- Total value
- $107.7B
- +$11.8B (+12.2%) vs. Q1 2026
- New holders
- 229
- 822 more added
- Sold out
- 152
- 776 more reduced
30 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 | 2,129 | $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 |
|---|---|---|---|---|---|
| Clark Wealth Partners | 69 | $13.9K | 0.01% | +8+13.1% | Added |
| Centerpoint Advisors, LLC | 72 | $14.0K | 0.00% | −247−77.4% | Reduced |
| Triumph Capital Management | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 71 | $14.2K | 0.00% | +71 | New |
| Nvest Wealth Strategies, Inc. | 71 | $14.2K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 72 | $14.4K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 72 | $14.7K | 0.00% | +4+5.9% | Added |
| Sfam, LLC | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 75 | $15.0K | 0.00% | +26+53.1% | Added |
| TFC Financial Management | 76 | $15.2K | 0.00% | +10+15.2% | Added |
| Hilton Head Capital Partners, LLC | 76 | $15.2K | 0.01% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 79 | $15.8K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 81 | $16.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 89 | $17.9K | 0.00% | +35+64.8% | Added |
| Gables Capital Management Inc. | 90 | $18.1K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 94 | $18.9K | 0.01% | −5−5.1% | Reduced |
| Gen-Wealth Partners Inc | 96 | $19.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 97 | $19.5K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 97 | $19.5K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $20.1K | 0.01% | −350−77.8% | Reduced |
| Paladin Partners, LLC | 100 | $20.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $20.1K | 0.01% | +3+3.1% | Added |
| Logan Capital Management Inc | 100 | $20.1K | 0.00% | +100 | New |
| Stance Capital LLC | 100 | $20.1K | 0.01% | +100 | New |
| Marquette Asset Management, LLC | 101 | $20.3K | 0.00% | −76−42.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 102 | $20.4K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 102 | $20.5K | 0.01% | +53+108.2% | Added |
| Highline Wealth Partners LLC | 104 | $20.9K | 0.00% | +14+15.6% | Added |
| United Financial Planning Group LLC | 109 | $21.9K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 111 | $22.3K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 111 | $22.3K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 112 | $22.5K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 112 | $22.5K | 0.01% | +44+64.7% | Added |
| Frazier Financial Advisors, LLC | 112 | $22.5K | 0.01% | −46−29.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 113 | $22.6K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 113 | $22.7K | 0.02% | +113 | New |
| Prestige Wealth Management Group LLC | 113 | $22.7K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 115 | $23.1K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 115 | $23.1K | 0.01% | +16+16.2% | Added |
| CBIZ Investment Advisory Services, LLC | 128 | $23.4K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 118 | $23.7K | 0.01% | +118 | New |
| Moisand Fitzgerald Tamayo, LLC | 122 | $24.5K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 124 | $24.9K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 124 | $24.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 125 | $25.1K | 0.02% | +39+45.3% | Added |
| Roble, Belko & Company, Inc | 131 | $26.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 130 | $26.1K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 132 | $26.5K | 0.01% | 00.0% | Unchanged |
| Planning Strategies Inc. | 134 | $26.9K | 0.02% | +134 | New |
| Purpose Unlimited Inc. | 135 | $27.1K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 136 | $27.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 138 | $27.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 138 | $27.7K | 0.00% | +14+11.3% | Added |
| Private Wealth Asset Management, LLC | 139 | $27.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 139 | $27.9K | 0.00% | −151−52.1% | Reduced |
| Coston, McIsaac & Partners | 143 | $28.0K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 126 | $28.0K | 0.00% | −34−21.3% | Reduced |
| Sittner & Nelson, LLC | 140 | $28.1K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 142 | $28.5K | 0.02% | −3−2.1% | Reduced |
| Clear Street Markets LLC | 144 | $28.9K | 0.01% | +41+39.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 149 | $30.0K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 150 | $30.1K | 0.02% | −50−25.0% | Reduced |
| Gould Capital, LLC | 150 | $30.1K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 152 | $30.5K | 0.00% | +152 | New |
| Pension & Wealth Management Advisors, Inc. | 152 | $30.6K | 0.01% | +152 | New |
| ORG Wealth Partners, LLC | 153 | $30.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 153 | $30.7K | 0.00% | −663−81.3% | Reduced |
| Joseph Group Capital Management | 154 | $30.9K | 0.01% | +9+6.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 155 | $31.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 155 | $31.1K | 0.00% | +138+811.8% | Added |
| EFG International AG | 158 | $31.7K | 0.00% | +77+95.1% | Added |
| Covestor Ltd | 158 | $32.0K | 0.02% | +2+1.3% | Added |
| Washington Trust Advisors, Inc. | 163 | $32.7K | 0.00% | +20+14.0% | Added |
| Kilter Group LLC | 163 | $32.7K | 0.01% | −7−4.1% | Reduced |
| High Note Wealth, LLC | 174 | $34.9K | 0.01% | +69+65.7% | Added |
| Advantage Trust Co | 175 | $35.1K | 0.01% | +175 | New |
| Albion Financial Group | 176 | $35.3K | 0.00% | −48−21.4% | Reduced |
| Kemnay Advisory Services Inc. | 179 | $35.9K | 0.00% | +2+1.1% | Added |
| UMA Financial Services, Inc. | 182 | $36.5K | 0.00% | −170−48.3% | Reduced |
| GoalVest Advisory LLC | 189 | $37.9K | 0.01% | +39+26.0% | Added |
| Valued Wealth Advisors LLC | 189 | $38.0K | 0.01% | +4+2.2% | Added |
| Silicon Valley Capital Partners | 191 | $38.3K | 0.00% | +1+0.5% | Added |
| Caitlin John, LLC | 191 | $38.4K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 195 | $39.1K | 0.02% | −6−3.0% | Reduced |
| Financial Network Wealth Advisors LLC | 199 | $39.9K | 0.04% | +4+2.1% | Added |
| WealthCollab, LLC | 200 | $40.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 203 | $40.7K | 0.01% | 00.0% | Unchanged |
| Toews Corp | 203 | $40.7K | 0.01% | +203 | New |
| First United Bank Trust | 204 | $40.9K | 0.01% | +52+34.2% | Added |
| Align Financial, LLC | 206 | $41.3K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 203 | $41.7K | 0.02% | −6−2.9% | Reduced |
| IAG Wealth Partners, LLC | 216 | $43.3K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 217 | $43.5K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 219 | $44.0K | 0.03% | +1+0.5% | Added |
| Security National Bank | 220 | $44.1K | 0.01% | −300−57.7% | Reduced |
| One River Asset Management, LLC | 226 | $45.3K | 0.22% | −160−41.5% | Reduced |
| WPG Advisers, LLC | 229 | $45.9K | 0.03% | −36−13.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 229 | $45.9K | 0.03% | −2−0.9% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 233 | $46.7K | 0.03% | 00.0% | Unchanged |