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 |
|---|---|---|---|---|---|
| Planning Alternatives Ltd | 1,265 | $253.8K | 0.03% | +1,265 | New |
| Principle Wealth Partners LLC | 1,270 | $254.7K | 0.01% | −92−6.8% | Reduced |
| Berger Financial Group, Inc | 1,270 | $254.7K | 0.01% | −15−1.2% | Reduced |
| Cove Private Wealth, LLC | 1,274 | $255.6K | 0.05% | 00.0% | Unchanged |
| Human Investing LLC | 1,274 | $255.6K | 0.03% | +43+3.5% | Added |
| Creative Financial Designs Inc | 1,275 | $255.8K | 0.01% | +220+20.9% | Added |
| CoreCap Advisors, LLC | 1,278 | $256.3K | 0.01% | +487+61.6% | Added |
| RB Capital Management, LLC | 1,278 | $256.4K | 0.05% | +1,278 | New |
| Resurgent Financial Advisors LLC | 1,284 | $257.6K | 0.07% | −357−21.8% | Reduced |
| Owl Creek Wealth Partners LLC | 1,284 | $257.6K | 0.08% | +40+3.2% | Added |
| Simmons Bank | 1,286 | $258.0K | 0.01% | +1,286 | New |
| New Covenant Trust Company, N.A. | 1,288 | $258.4K | 0.19% | +1,288 | New |
| New World Advisors LLC | 1,289 | $258.6K | 0.04% | +1,289 | New |
| Fiduciary Group LLC | 1,290 | $258.8K | 0.02% | −21−1.6% | Reduced |
| Northwest Bancshares, Inc. | 1,293 | $259.4K | 0.05% | −49−3.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,300 | $260.8K | 0.06% | +105+8.8% | Added |
| Beacon Financial Advisory LLC | 1,303 | $261.3K | 0.05% | +35+2.8% | Added |
| Fullerton Fund Management Co Ltd. | 1,303 | $261.4K | 0.02% | −520−28.5% | Reduced |
| Pines Wealth Management, LLC | 1,305 | $261.8K | 0.08% | −112−7.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 1,313 | $263.4K | 0.04% | +36+2.8% | Added |
| Petix & Botte Co | 1,318 | $264.4K | 0.05% | +659+100.0% | Added |
| Tranquilli Financial Advisor LLC | 1,319 | $264.6K | 0.14% | +1,319 | New |
| Essex Savings Bank | 1,327 | $266.2K | 0.06% | −18−1.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,330 | $266.8K | 0.02% | +1,330 | New |
| Northstar Group, Inc. | 1,332 | $267.2K | 0.03% | 00.0% | Unchanged |
| Landaas & Co | 1,337 | $268.2K | 0.05% | 00.0% | Unchanged |
| Vantus Wealth LLC | 1,338 | $268.4K | 0.14% | +1,338 | New |
| Fortem Financial Group, LLC | 1,340 | $268.8K | 0.05% | −10,275−88.5% | Reduced |
| Consilio Wealth Advisors, LLC | 1,341 | $269.0K | 0.06% | +21+1.6% | Added |
| Doheny Asset Management | 1,349 | $271.0K | 0.16% | 00.0% | Unchanged |
| Twinbeech Capital LP | 1,351 | $271.0K | 0.05% | −6,462−82.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,356 | $272.0K | 0.02% | +74+5.8% | Added |
| ARS Wealth Advisors Group, LLC | 1,357 | $272.2K | 0.02% | +199+17.2% | Added |
| WSFS Capital Management, LLC | 1,359 | $272.6K | 0.01% | +118+9.5% | Added |
| Alhambra Investment Partners LLC | 1,369 | $274.7K | 0.12% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,376 | $276.1K | 0.01% | −20−1.4% | Reduced |
| Capital Advisors Inc | 1,384 | $277.8K | 0.00% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,387 | $278.2K | 0.02% | −60−4.1% | Reduced |
| Legacy Private Trust Co. | 1,398 | $280.5K | 0.02% | −70−4.8% | Reduced |
| Colorado Capital Management, Inc. | 1,400 | $281.0K | 0.10% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,401 | $281.0K | 0.21% | −107−7.1% | Reduced |
| Wall Street Financial Group, Inc. | 1,402 | $281.3K | 0.15% | +138+10.9% | Added |
| Bigelow Investment Advisors, LLC | 1,402 | $281.3K | 0.10% | +260+22.8% | Added |
| Grove Bank & Trust | 1,403 | $281.5K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,403 | $281.5K | 0.10% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,404 | $281.7K | 0.06% | −26−1.8% | Reduced |
| Meyer Handelman Co | 1,404 | $281.7K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 1,411 | $283.1K | 0.12% | +1,411 | New |
| Asset Allocation Strategies LLC | 1,413 | $283.4K | 0.04% | +16+1.1% | Added |
| Studio Investment Management LLC | 1,413 | $283.5K | 0.05% | −10−0.7% | Reduced |
| Madison Asset Management, LLC | 1,421 | $285.1K | 0.00% | −1,507−51.5% | Reduced |
| Kachkovsky & Fisher, Inc. | 1,425 | $286.0K | 0.28% | +1,425 | New |
| Latitude Advisors, LLC | 1,429 | $286.7K | 0.11% | +1,429 | New |
| Lipe & Dalton | 1,430 | $287.0K | 0.13% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,433 | $287.9K | 0.04% | −105−6.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,440 | $288.9K | 0.16% | +100+7.5% | Added |
| Buttonwood Financial Advisors Inc. | 1,441 | $289.0K | 0.09% | 00.0% | Unchanged |
| GTS Securities LLC | 1,442 | $289.3K | 0.01% | −2,785−65.9% | Reduced |
| Carr Financial Group Corp | 1,452 | $291.3K | 0.07% | +25+1.8% | Added |
| Crown Wealth Group, LLC | 1,457 | $292.3K | 0.07% | +20+1.4% | Added |
| Bell Bank | 1,458 | $292.5K | 0.01% | +1+0.1% | Added |
| Vicus Capital | 1,460 | $292.8K | 0.02% | +6+0.4% | Added |
| Financial Advisory Service, Inc. | 1,464 | $293.6K | 0.02% | +1,464 | New |
| Quadcap Wealth Management, LLC | 1,465 | $293.9K | 0.03% | +67+4.8% | Added |
| AF Advisors, Inc. | 1,466 | $294.0K | 0.14% | +1+0.1% | Added |
| Global Financial Private Client, LLC | 1,469 | $294.7K | 0.08% | +16+1.1% | Added |
| SHP Wealth Management | 1,471 | $295.2K | 0.02% | +116+8.6% | Added |
| Omnia Family Wealth, LLC | 1,475 | $295.9K | 0.08% | +255+20.9% | Added |
| MidFirst Bank | 1,477 | $296.3K | 0.02% | −451−23.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,478 | $296.5K | 0.04% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,480 | $296.8K | 0.06% | +1,480 | New |
| Arbor Investment Advisors, LLC | 1,482 | $297.4K | 0.03% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,484 | $297.7K | 0.21% | −327−18.1% | Reduced |
| Convergence Financial, LLC | 1,494 | $299.7K | 0.02% | +1,494 | New |
| Benin Management CORP | 1,498 | $300.5K | 0.06% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,500 | $302.0K | 0.04% | −2−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 1,512 | $303.3K | 0.03% | −175−10.4% | Reduced |
| Quantum Financial Partners LLC | 1,518 | $304.5K | 0.16% | +1,518 | New |
| Salomon & Ludwin, LLC | 1,487 | $304.6K | 0.03% | +175+13.3% | Added |
| Claro Advisors LLC | 1,520 | $304.8K | 0.03% | +364+31.5% | Added |
| Evernest Financial Advisors, LLC | 1,520 | $304.9K | 0.06% | +6+0.4% | Added |
| GLOBALT Investments LLC | 1,520 | $304.9K | 0.01% | −4,036−72.6% | Reduced |
| Ewa, LLC | 1,522 | $305.3K | 0.06% | +75+5.2% | Added |
| Altus Wealth Group LLC | 1,526 | $306.1K | 0.11% | +172+12.7% | Added |
| Clifford Swan Investment Counsel LLC | 1,531 | $307.1K | 0.01% | −890−36.8% | Reduced |
| RVW Wealth, LLC | 1,531 | $307.1K | 0.02% | 00.0% | Unchanged |
| Kelsey Financial, LLC | 1,531 | $307.1K | 0.23% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 1,532 | $307.4K | 0.09% | +14+0.9% | Added |
| Charter Research & Investment Group, Inc. | 1,534 | $307.8K | 0.19% | 00.0% | Unchanged |
| First Financial Group Corp | 1,534 | $307.9K | 0.22% | −50−3.2% | Reduced |
| D'Orazio & Associates, Inc. | 1,536 | $308.1K | 0.04% | +50+3.4% | Added |
| URS Advisory LLC | 1,537 | $308.3K | 0.17% | +7+0.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,537 | $308.4K | 0.13% | 00.0% | Unchanged |
| Accel Wealth Management | 1,539 | $308.7K | 0.07% | +3+0.2% | Added |
| Plimoth Trust Co LLC | 1,539 | $308.8K | 0.06% | −5−0.3% | Reduced |
| BIP Wealth, LLC | 1,542 | $309.5K | 0.01% | +1,542 | New |
| Financial Management Professionals, Inc. | 1,544 | $309.8K | 0.03% | −13−0.8% | Reduced |
| Partners in Financial Planning | 1,545 | $310.0K | 0.05% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,546 | $310.2K | 0.03% | +398+34.7% | Added |
| Beckerman Institutional, LLC | 1,551 | $311.2K | 0.15% | 00.0% | Unchanged |