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
- +11.3M (+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
- 775 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 |
|---|---|---|---|---|---|
| Blalock Williams, LLC | 1,084 | $217.6K | 0.14% | −324−23.0% | Reduced |
| Kearns & Associates LLC | 1,085 | $217.7K | 0.10% | −1,085−50.0% | Reduced |
| Birch Capital Management, LLC | 1,088 | $218.3K | 0.11% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,089 | $218.5K | 0.01% | −1−0.1% | Reduced |
| Elevated Financial Group LLC | 1,090 | $218.7K | 0.06% | −226−17.2% | Reduced |
| Mechanics Bank Trust Department | 1,091 | $218.9K | 0.03% | +1,091 | New |
| Kesler, Norman & Wride, LLC | 1,096 | $219.8K | 0.03% | −230−17.3% | Reduced |
| Aspen Grove Capital, LLC | 1,097 | $220.1K | 0.03% | +1,097 | New |
| LMG Wealth Partners, LLC | 1,097 | $220.1K | 0.04% | +1,097 | New |
| Retirement Guys Formula LLC | 1,097 | $220.1K | 0.08% | −2−0.2% | Reduced |
| Baxter Bros Inc | 1,098 | $220.3K | 0.03% | +1,098 | New |
| Wolverine Asset Management LLC | 1,098 | $220.3K | 0.00% | −4,172−79.2% | Reduced |
| Cypress Capital, LLC | 1,098 | $220.3K | 0.06% | −111−9.2% | Reduced |
| Fiducient Advisors LLC | 1,100 | $220.7K | 0.03% | −48−4.2% | Reduced |
| Summitry LLC | 1,100 | $220.7K | 0.01% | +1,100 | New |
| Allegheny Financial Group LTD | 1,109 | $222.6K | 0.02% | −15−1.3% | Reduced |
| Northstar Asset Management LLC | 1,100 | $223.1K | 0.04% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 1,114 | $223.5K | 0.01% | −14−1.2% | Reduced |
| First American Trust, FSB | 1,118 | $224.4K | 0.01% | +1,118 | New |
| Cullinan Associates Inc | 1,119 | $224.5K | 0.02% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 1,121 | $224.9K | 0.01% | −169−13.1% | Reduced |
| Manchester Capital Management LLC | 1,124 | $225.5K | 0.03% | +77+7.4% | Added |
| Legacy Advisors, LLC | 1,124 | $225.5K | 0.02% | +1,124 | New |
| Rare Wolf Capital LLC | 1,125 | $225.7K | 0.14% | +1,125 | New |
| Goldstone Financial Group, LLC | 1,125 | $225.7K | 0.02% | −4−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,126 | $225.8K | 0.02% | −40−3.4% | Reduced |
| Inlet Private Wealth, LLC | 1,131 | $226.9K | 0.06% | −156−12.1% | Reduced |
| Maple Capital Management, Inc. | 1,132 | $227.1K | 0.01% | −15−1.3% | Reduced |
| Fieldview Capital Management, LLC | 1,132 | $227.1K | 0.06% | +1,132 | New |
| Nikulski Financial, Inc. | 1,134 | $227.5K | 0.05% | −406−26.4% | Reduced |
| Excelsior Advisor Network LLC | 1,135 | $227.7K | 0.03% | +1,135 | New |
| Regent Peak Wealth Advisors LLC | 1,146 | $229.9K | 0.04% | +4+0.4% | Added |
| Eastern Bank | 1,147 | $230.1K | 0.00% | −44−3.7% | Reduced |
| Caliber Wealth Management, LLC | 1,148 | $230.3K | 0.02% | +2+0.2% | Added |
| Magnus Financial Group LLC | 1,149 | $230.5K | 0.02% | −141−10.9% | Reduced |
| Foundry Financial LLC | 1,150 | $230.6K | 0.08% | +1,150 | New |
| B&L Asset Management LLC | 1,150 | $230.7K | 0.08% | −173−13.1% | Reduced |
| Rodgers Brothers Inc. | 1,150 | $230.7K | 0.02% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 1,156 | $231.0K | 0.08% | +1,156 | New |
| Spartan Wealth Advisory Services LLC | 1,152 | $231.1K | 0.02% | −451−28.1% | Reduced |
| Centric Wealth Management | 1,221 | $231.9K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,158 | $232.3K | 0.05% | −1,987−63.2% | Reduced |
| Cape Investment Advisory, Inc. | 1,164 | $233.5K | 0.06% | +1,164 | New |
| Vance Wealth, Inc. | 1,164 | $233.5K | 0.05% | +1,164 | New |
| Emergent Wealth Advisors, LLC | 1,822 | $233.9K | 0.12% | −243−11.8% | Reduced |
| Medallion Wealth Advisors, LLC | 1,166 | $234.0K | 0.08% | −361−23.6% | Reduced |
| Veracity Capital LLC | 1,169 | $234.6K | 0.06% | +32+2.8% | Added |
| FSM Wealth Advisors, LLC | 1,170 | $234.7K | 0.03% | +1,170 | New |
| Brandywine Oak Private Wealth LLC | 1,170 | $234.7K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,171 | $234.9K | 0.02% | −24−2.0% | Reduced |
| RWM Asset Management, LLC | 1,124 | $235.0K | 0.03% | +513+84.0% | Added |
| Marshall Financial Group LLC | 1,174 | $235.5K | 0.03% | −206−14.9% | Reduced |
| Ocean Capital Management, LLC | 1,177 | $236.1K | 0.04% | 00.0% | Unchanged |
| COFG Advisors, LLC | 1,179 | $236.6K | 0.04% | −71−5.7% | Reduced |
| Flagship Wealth Advisors, LLC | 1,183 | $237.3K | 0.05% | +225+23.5% | Added |
| Becker Capital Management Inc | 1,186 | $237.9K | 0.01% | +6+0.5% | Added |
| Novem Group | 1,187 | $238.1K | 0.02% | −776−39.5% | Reduced |
| Horizon Financial Services, LLC | 1,187 | $238.1K | 0.09% | 00.0% | Unchanged |
| Marathon Capital Management | 1,189 | $238.5K | 0.05% | −110−8.5% | Reduced |
| Fort Washington Investment Advisors Inc | 1,189 | $238.5K | 0.00% | −100−7.8% | Reduced |
| Symmetry Partners, LLC | 1,190 | $238.8K | 0.01% | +25+2.1% | Added |
| Atlas Wealth LLC | 1,192 | $239.1K | 0.03% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 1,195 | $239.7K | 0.03% | −161−11.9% | Reduced |
| N.E.W. Advisory Services LLC | 1,196 | $239.9K | 0.02% | −8−0.7% | Reduced |
| GDS Wealth Management | 1,197 | $240.1K | 0.01% | +1,197 | New |
| Means Investment Co., Inc. | 1,199 | $240.6K | 0.02% | −244−16.9% | Reduced |
| Canton Hathaway, LLC | 1,200 | $240.7K | 0.05% | 00.0% | Unchanged |
| Unifi Asset Management LP | 1,200 | $240.7K | 0.17% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,202 | $241.1K | 0.14% | +1,202 | New |
| Primoris Wealth Advisors, LLC | 1,204 | $241.5K | 0.11% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,207 | $242.1K | 0.06% | +373+44.7% | Added |
| Linden Thomas Advisory Services, LLC | 1,209 | $242.6K | 0.02% | +14+1.2% | Added |
| Hirtle Callaghan & Co LLC | 1,210 | $242.8K | 0.01% | +1,210 | New |
| Fortis Capital Management LLC | 1,217 | $244.2K | 0.03% | −65−5.1% | Reduced |
| Jacobsen Capital Management | 1,218 | $244.4K | 0.07% | −15−1.2% | Reduced |
| Allen Capital Group, LLC | 1,219 | $244.6K | 0.02% | +24+2.0% | Added |
| Oakworth Capital, Inc. | 1,222 | $245.2K | 0.01% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 1,223 | $245.4K | 0.16% | −13−1.1% | Reduced |
| S.E.E.D. Planning Group LLC | 1,226 | $245.9K | 0.06% | +1,226 | New |
| Integrity Alliance, LLC. | 1,225 | $245.9K | 0.01% | −503−29.1% | Reduced |
| AGH Wealth Advisors, LLC | 1,227 | $246.2K | 0.16% | −144−10.5% | Reduced |
| LJI Wealth Management, LLC | 1,233 | $247.4K | 0.03% | 00.0% | Unchanged |
| Thompson David Blair | 1,233 | $247.4K | 0.12% | +1,233 | New |
| Mission Creek Capital Partners, Inc. | 1,234 | $247.5K | 0.04% | −50−3.9% | Reduced |
| First National Bank | 1,235 | $247.8K | 0.10% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,235 | $247.8K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,237 | $248.2K | 0.04% | +1+0.1% | Added |
| Old Port Advisors | 1,238 | $248.4K | 0.05% | +13+1.1% | Added |
| Belvedere Trading LLC | 1,239 | $248.6K | 0.02% | +1,239 | New |
| Alteri Wealth LLC | 1,240 | $248.9K | 0.07% | −72−5.5% | Reduced |
| Howard Financial Services, Ltd. | 1,242 | $249.2K | 0.02% | −267−17.7% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,243 | $249.4K | 0.07% | +11+0.9% | Added |
| Livet Wealth, LLC | 1,249 | $250.6K | 0.14% | −25−2.0% | Reduced |
| Lantz Financial LLC | 1,249 | $250.6K | 0.05% | −4−0.3% | Reduced |
| Brookwood Investment Group LLC | 1,251 | $251.0K | 0.03% | −740−37.2% | Reduced |
| Tiaa Trust, National Association | 1,251 | $251.0K | 0.01% | −326−20.7% | Reduced |
| Clear Creek Financial Management, LLC | 1,255 | $251.7K | 0.02% | −62−4.7% | Reduced |
| Abner Herrman & Brock LLC | 1,254 | $252.0K | 0.02% | −438−25.9% | Reduced |
| Quantum Private Wealth, LLC | 1,259 | $252.6K | 0.06% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 1,264 | $253.7K | 0.05% | +1,264 | New |