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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 1,552 | $311.4K | 0.05% | −100−6.1% | Reduced |
| Patten & Patten Inc | 1,555 | $312.1K | 0.02% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,556 | $312.1K | 0.04% | +141+10.0% | Added |
| Princeton Capital Management LLC | 1,557 | $312.4K | 0.07% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,560 | $313.0K | 0.29% | +1,369+716.8% | Added |
| Procyon Private Wealth Partners, LLC | 1,560 | $313.0K | 0.01% | −280−15.2% | Reduced |
| Crusonia Wealth Advisors LLC | 1,565 | $314.0K | 0.05% | +1,565 | New |
| Cornerstone Advisory, LLC | 1,565 | $314.0K | 0.03% | +44+2.9% | Added |
| Prelude Capital Management, LLC | 1,567 | $314.4K | 0.02% | +1,567 | New |
| Founders Grove Wealth Partners, LLC | 1,572 | $315.3K | 0.06% | −68−4.1% | Reduced |
| First Business Financial Services, Inc. | 1,573 | $315.6K | 0.02% | +17+1.1% | Added |
| Keebeck Wealth Management, LLC | 1,573 | $315.6K | 0.03% | +113+7.7% | Added |
| 6th Street Advisors, LLC | 1,583 | $317.6K | 0.18% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,583 | $317.7K | 0.07% | +1,583 | New |
| Marco Investment Management LLC | 1,585 | $318.0K | 0.02% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 1,587 | $318.3K | 0.20% | +1,587 | New |
| D.B. Root & Company, LLC | 1,591 | $319.2K | 0.07% | +21+1.3% | Added |
| Abundance Wealth Counselors | 1,595 | $320.0K | 0.02% | +209+15.1% | Added |
| Turning Point Benefit Group, Inc. | 1,594 | $320.7K | 0.14% | +258+19.3% | Added |
| Heartwood Wealth Advisors LLC | 1,599 | $320.8K | 0.02% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,599 | $320.9K | 0.04% | +4+0.3% | Added |
| Ruggaard & Associates LLC | 1,600 | $321.0K | 0.12% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,600 | $321.0K | 0.12% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 1,609 | $322.8K | 0.06% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,609 | $322.8K | 0.02% | −123−7.1% | Reduced |
| WoodTrust Financial Corp | 1,609 | $323.0K | 0.04% | +8+0.5% | Added |
| Bank of Nova Scotia Trust Co | 1,613 | $323.6K | 0.03% | −37−2.2% | Reduced |
| Summit Wealth Group LLC | 1,620 | $324.9K | 0.03% | +274+20.4% | Added |
| Fortis Capital Advisors, LLC | 1,624 | $325.9K | 0.04% | +1,624 | New |
| Auxier Asset Management | 1,625 | $326.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,628 | $326.6K | 0.17% | +293+21.9% | Added |
| Accuvest Global Advisors | 1,631 | $327.0K | 0.28% | +1,631 | New |
| Westover Capital Advisors, LLC | 1,630 | $327.0K | 0.05% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,633 | $327.7K | 0.06% | +204+14.3% | Added |
| F/M Investments LLC | 1,643 | $329.6K | 0.02% | −1−0.1% | Reduced |
| Almanack Investment Partners, LLC. | 1,644 | $329.8K | 0.04% | −2−0.1% | Reduced |
| MQS Management LLC | 1,650 | $331.0K | 0.40% | +109+7.1% | Added |
| Cypress Capital Group | 1,651 | $331.2K | 0.03% | 00.0% | Unchanged |
| Voleon Capital Management LP | 1,657 | $332.4K | 0.01% | −359−17.8% | Reduced |
| ELCO Management Co., LLC | 1,657 | $332.4K | 0.14% | +250+17.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,660 | $333.0K | 0.00% | +1,660 | New |
| Capital Asset Advisory Services LLC | 1,664 | $333.8K | 0.01% | +2+0.1% | Added |
| Keudell/Morrison Wealth Management | 1,666 | $334.2K | 0.06% | −98−5.6% | Reduced |
| Next Capital Management LLC | 1,668 | $334.6K | 0.09% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,669 | $334.8K | 0.21% | −626−27.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,670 | $335.0K | 0.03% | −1,816−52.1% | Reduced |
| Holistic Planning, LLC | 1,670 | $335.0K | 0.05% | +74+4.6% | Added |
| Fortress Wealth Group, LLC | 1,652 | $335.1K | 0.12% | +24+1.5% | Added |
| Hilltop Partners LLC | 1,673 | $335.6K | 0.08% | 00.0% | Unchanged |
| Asset Advisory Group, Inc. | 1,677 | $336.4K | 0.15% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,691 | $339.2K | 0.02% | −151−8.2% | Reduced |
| First Citizens Financial Corp | 1,694 | $339.9K | 0.14% | −87−4.9% | Reduced |
| Mainsail Asset Management, LLC | 1,635 | $340.1K | 0.13% | +1,635 | New |
| PVG Asset Management Corp | 1,697 | $340.5K | 0.20% | +289+20.5% | Added |
| Onefund, LLC | 1,698 | $340.7K | 0.19% | −49−2.8% | Reduced |
| Opal Wealth Advisors, LLC | 1,698 | $340.7K | 0.07% | −18−1.0% | Reduced |
| Borer Denton & Associates, Inc. | 1,698 | $340.7K | 0.11% | +1,698 | New |
| Global Trust Asset Management, LLC | 1,703 | $341.7K | 0.11% | −767−31.1% | Reduced |
| Seven Mile Advisory | 1,704 | $341.9K | 0.23% | −107−5.9% | Reduced |
| Werba Rubin Papier Wealth Management | 1,707 | $342.4K | 0.04% | +15+0.9% | Added |
| Perennial Investment Advisors, LLC | 1,709 | $343.0K | 0.02% | −98−5.4% | Reduced |
| Betterment LLC | 1,710 | $343.0K | 0.00% | −10−0.6% | Reduced |
| Maridea Wealth Management LLC | 1,713 | $343.7K | 0.04% | +1,713 | New |
| Money Concepts Capital Corp | 1,716 | $344.4K | 0.02% | −220−11.4% | Reduced |
| Cim Investment Mangement Inc | 1,719 | $344.9K | 0.08% | −164−8.7% | Reduced |
| Axxion S.A. | 1,729 | $346.9K | 0.02% | +1,729 | New |
| May Hill Capital, LLC | 1,741 | $349.4K | 0.07% | +222+14.6% | Added |
| Regal Investment Advisors LLC | 1,745 | $350.1K | 0.02% | +214+14.0% | Added |
| Signal Advisors Wealth, LLC | 1,752 | $351.4K | 0.02% | +331+23.3% | Added |
| Quarry LP | 1,757 | $352.5K | 0.06% | +1,694+2,688.9% | Added |
| Symphony Financial, Ltd. Co. | 1,753 | $352.7K | 0.04% | +147+9.2% | Added |
| Aspire Private Capital, LLC | 1,761 | $353.2K | 0.07% | +63+3.7% | Added |
| Hickory Point Bank & Trust | 1,766 | $354.3K | 0.21% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 1,769 | $354.9K | 0.05% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 1,777 | $356.5K | 0.17% | +1,777 | New |
| Mosaic Family Wealth Partners, LLC | 1,778 | $356.8K | 0.02% | +1,778 | New |
| Allied Private Wealth LLC | 1,861 | $357.3K | 0.23% | +1,861 | New |
| Rosenberg Matthew Hamilton | 1,784 | $357.9K | 0.07% | +233+15.0% | Added |
| Financial Advisors Network, Inc. | 1,785 | $358.1K | 0.04% | −50−2.7% | Reduced |
| Prepared Retirement Institute LLC | 1,785 | $358.1K | 0.15% | 00.0% | Unchanged |
| Camden National Bank | 1,785 | $358.1K | 0.05% | +1,785 | New |
| Eurizon SLJ Capital Ltd | 1,786 | $358.3K | 0.13% | 00.0% | Unchanged |
| Green Ridge Wealth Planning LLC | 1,788 | $358.7K | 0.15% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,791 | $359.3K | 0.21% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,799 | $360.9K | 0.01% | −43−2.3% | Reduced |
| Mount Vernon Associates Inc | 1,800 | $361.0K | 0.24% | 00.0% | Unchanged |
| Mathes Company, Inc. | 1,800 | $361.0K | 0.11% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,800 | $361.0K | 0.01% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,804 | $361.9K | 0.02% | +228+14.5% | Added |
| Fortress Private Ledger, LLC | 1,808 | $362.7K | 0.10% | −947−34.4% | Reduced |
| Summit Global Investments | 1,810 | $363.0K | 0.02% | −557−23.5% | Reduced |
| Passive Capital Management, LLC. | 1,500 | $363.5K | 0.11% | −42−2.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,814 | $363.9K | 0.02% | +347+23.7% | Added |
| Winthrop Advisory Group LLC | 1,814 | $363.9K | 0.02% | +275+17.9% | Added |
| Hilltop Holdings Inc. | 1,817 | $364.5K | 0.03% | +17+0.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,820 | $365.2K | 0.05% | +1,820 | New |
| Global Assets Advisory, LLC | 1,793 | $365.8K | 0.08% | +200+12.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,831 | $367.3K | 0.07% | −252−12.1% | Reduced |
| 1st Source Bank | 1,832 | $367.5K | 0.02% | +1,832 | New |
| Ariadne Wealth Management, LP | 1,835 | $368.1K | 0.16% | +357+24.2% | Added |