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 |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 683 | $137.0K | 0.09% | −108−13.7% | Reduced |
| Alphadyne Asset Management LP | 687 | $137.8K | 0.01% | +687 | New |
| CNB Bank | 694 | $139.2K | 0.05% | −90−11.5% | Reduced |
| TSFG, LLC | 718 | $144.0K | 0.02% | +30+4.4% | Added |
| Dixon Mitchell Investment Counsel Inc. | 729 | $146.3K | 0.00% | −366−33.4% | Reduced |
| Hanson & Doremus Investment Management | 734 | $147.0K | 0.01% | −61−7.7% | Reduced |
| McDonald Partners LLC | 740 | $148.5K | 0.04% | +740 | New |
| SkyView Investment Advisors, LLC | 750 | $150.0K | 0.12% | +750 | New |
| Atwood & Palmer Inc | 764 | $153.3K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 740 | $154.0K | 0.04% | +655+770.6% | Added |
| Trust Co of Toledo NA | 781 | $156.7K | 0.01% | +176+29.1% | Added |
| Keating Financial Advisory Services, Inc. | 785 | $157.5K | 0.02% | +156+24.8% | Added |
| Adirondack Trust Co | 785 | $157.5K | 0.05% | −6−0.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 821 | $164.7K | 0.05% | +92+12.6% | Added |
| Markowski Investments | 823 | $165.1K | 0.04% | +823 | New |
| Cheviot Value Management, LLC | 825 | $165.5K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 834 | $167.0K | 0.01% | −56−6.3% | Reduced |
| Strive Financial Group ,LLC | 848 | $170.1K | 0.07% | +682+410.8% | Added |
| American National Bank | 849 | $170.3K | 0.01% | +15+1.8% | Added |
| Citadel Investment Advisory, Inc. | 950 | $173.0K | 0.08% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 879 | $176.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 894 | $179.4K | 0.03% | −100−10.1% | Reduced |
| North Star Investment Management Corp. | 901 | $180.8K | 0.01% | +30+3.4% | Added |
| Louisbourg Investments Inc. | 905 | $181.6K | 0.03% | +35+4.0% | Added |
| Bogart Wealth, LLC | 909 | $182.4K | 0.01% | +386+73.8% | Added |
| Tompkins Financial Corp | 911 | $182.8K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 922 | $185.0K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $185.6K | 0.02% | 00.0% | Unchanged |
| Swiss Re Ltd | 925 | $185.6K | 0.02% | +834+916.5% | Added |
| Toth Financial Advisory Corp | 932 | $187.0K | 0.02% | +346+59.0% | Added |
| Barrett & Company, Inc. | 937 | $188.1K | 0.05% | −6−0.6% | Reduced |
| NBC Securities, Inc. | 947 | $190.0K | 0.01% | −1,507−61.4% | Reduced |
| Truvestments Capital LLC | 959 | $192.3K | 0.03% | −19−1.9% | Reduced |
| AlphaCentric Advisors LLC | 970 | $194.6K | 0.16% | −389−28.6% | Reduced |
| Evermay Wealth Management LLC | 983 | $197.2K | 0.02% | +100+11.3% | Added |
| Quilter Plc | 998 | $200.2K | 0.00% | +998 | New |
| Strategic Investment Advisors | 998 | $200.3K | 0.01% | −299−23.1% | Reduced |
| Wealth Architects, LLC | 999 | $200.4K | 0.02% | −154−13.4% | Reduced |
| Private Wealth Partners, LLC | 1,000 | $200.6K | 0.01% | +1,000 | New |
| First Dallas Securities Inc. | 1,000 | $200.6K | 0.07% | +1,000 | New |
| Jupiter Wealth Management LLC | 1,000 | $200.6K | 0.08% | +1,000 | New |
| LCNB Corp | 1,002 | $201.0K | 0.06% | +1,002 | New |
| Worth Financial Advisory Group, LLC | 1,002 | $201.0K | 0.08% | +1,002 | New |
| Southern Michigan Bank & Trust | 1,004 | $201.3K | 0.07% | −28−2.7% | Reduced |
| Sovereign Financial Group, Inc. | 1,005 | $201.6K | 0.03% | +1,005 | New |
| Van Hulzen Asset Management, LLC | 1,006 | $201.8K | 0.01% | +1,006 | New |
| Willow Creek Capital Management, Inc. | 1,006 | $201.8K | 0.20% | +1,006 | New |
| Freestone Capital Holdings, LLC | 1,007 | $202.0K | 0.01% | +1,007 | New |
| Nicholas Hoffman & Company, LLC. | 1,009 | $202.4K | 0.00% | +1,009 | New |
| WealthPlan Investment Management, LLC | 1,016 | $203.8K | 0.01% | +1,016 | New |
| Curry Webb Wealth Management LLC | 1,016 | $203.8K | 0.08% | +1,016 | New |
| Stevens Capital Management LP | 1,018 | $204.0K | 0.05% | −1,588−60.9% | Reduced |
| Clearwave Capital, LLC | 1,019 | $204.4K | 0.11% | +1,019 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,019 | $204.4K | 0.03% | −1,399−57.9% | Reduced |
| First Hawaiian Bank | 1,019 | $204.4K | 0.03% | +1,019 | New |
| United Bank | 1,019 | $204.4K | 0.02% | +1,019 | New |
| Liberty Capital Management, Inc. | 1,019 | $204.4K | 0.04% | +1,019 | New |
| Prevail Innovative Wealth Advisors, LLC | 1,022 | $205.0K | 0.03% | +1,022 | New |
| Roxbury Financial LLC | 1,023 | $205.3K | 0.16% | 00.0% | Unchanged |
| Orcam Financial Group | 1,028 | $206.2K | 0.10% | +1,028 | New |
| W Advisors, LLC | 1,029 | $206.5K | 0.09% | +1,029 | New |
| Exchange Bank | 1,030 | $206.6K | 0.13% | −85−7.6% | Reduced |
| Aureus Asset Management, LLC | 1,031 | $206.8K | 0.01% | +1,031 | New |
| Enterprise Financial Services Corp | 1,033 | $207.2K | 0.08% | +1,033 | New |
| Gateway Wealth Partners, LLC | 1,034 | $207.5K | 0.01% | −1,210−53.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,037 | $208.1K | 0.05% | +1,037 | New |
| ProVise Management Group, LLC | 1,040 | $208.6K | 0.01% | +1,040 | New |
| SlateStone Wealth, LLC | 1,040 | $209.0K | 0.02% | −248−19.3% | Reduced |
| Fayez Sarofim & Co | 1,046 | $209.8K | 0.00% | −1,082−50.8% | Reduced |
| Convergence Investment Partners, LLC | 1,048 | $210.2K | 0.02% | −143−12.0% | Reduced |
| WealthTrust Axiom LLC | 1,048 | $210.2K | 0.05% | +1,048 | New |
| Commonwealth Financial Services, LLC | 1,049 | $210.4K | 0.03% | +1,049 | New |
| Principal Street Partners, LLC | 1,049 | $210.4K | 0.03% | +1,049 | New |
| 49 Wealth Management, LLC | 1,049 | $210.4K | 0.04% | +1,049 | New |
| Alongside, LLC | 1,049 | $210.4K | 0.04% | +1,049 | New |
| Carter Financial Group, INC. | 1,050 | $210.7K | 0.11% | −106−9.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,052 | $211.1K | 0.04% | +1,052 | New |
| Focused Wealth Management, Inc | 1,054 | $211.4K | 0.02% | +1,054 | New |
| Rathbone Brothers plc | 1,054 | $211.5K | 0.00% | +1,054 | New |
| Impact Capital Partners LLC | 1,054 | $211.5K | 0.06% | +1,054 | New |
| Plancorp, LLC | 1,043 | $211.7K | 0.01% | +1,043 | New |
| Vertrix Wealth Management, LLC | 1,057 | $212.1K | 0.07% | +1,057 | New |
| Jeter Robert S II | 1,054 | $212.4K | 0.20% | +1,054 | New |
| Pittenger & Anderson Inc | 1,059 | $212.5K | 0.01% | −221−17.3% | Reduced |
| Chico Wealth RIA | 1,060 | $212.7K | 0.11% | +1,060 | New |
| Warwick Investment Management, Inc. | 1,061 | $212.9K | 0.02% | +1,061 | New |
| Ariston Services Group | 1,064 | $213.5K | 0.12% | +1,064 | New |
| MJP Associates Inc | 1,067 | $214.1K | 0.02% | −604−36.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,069 | $214.4K | 0.03% | −1,125−51.3% | Reduced |
| Hyperion Capital Advisors LP | 1,071 | $214.9K | 0.10% | +1,071 | New |
| Redhawk Wealth Advisors, Inc. | 1,073 | $215.2K | 0.02% | −296−21.6% | Reduced |
| Coastal Investment Advisors, Inc. | 1,075 | $215.6K | 0.07% | +1,075 | New |
| VCI Wealth Management LLC | 1,076 | $215.9K | 0.05% | −8,056−88.2% | Reduced |
| United Asset Strategies, Inc. | 1,079 | $216.5K | 0.02% | −123−10.2% | Reduced |
| San Luis Wealth Advisors LLC | 1,081 | $216.9K | 0.03% | −275−20.3% | Reduced |
| Charter Capital Management, LLC | 1,082 | $217.1K | 0.10% | +1,082 | New |
| First Command Advisory Services, Inc. | 1,082 | $217.1K | 0.00% | −111−9.3% | Reduced |
| Beacon Financial Group | 1,082 | $217.1K | 0.02% | +1,082 | New |
| Lebenthal Global Advisors, LLC | 1,083 | $217.3K | 0.03% | −1,894−63.6% | Reduced |
| Canopy Partners, LLC | 1,084 | $217.5K | 0.07% | −174−13.8% | Reduced |