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 |
|---|---|---|---|---|---|
| Farmers National Bank | 1,836 | $368.3K | 0.08% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 1,838 | $368.8K | 0.04% | −348−15.9% | Reduced |
| Natural Investments, LLC | 1,846 | $370.0K | 0.08% | −13−0.7% | Reduced |
| Flatrock Wealth Partners LLC | 1,845 | $370.1K | 0.15% | +286+18.3% | Added |
| Basecamp Wealth Advisors LLC | 1,845 | $370.1K | 0.07% | +15+0.8% | Added |
| Anchor Investment Management, LLC | 1,849 | $370.9K | 0.03% | +464+33.5% | Added |
| LGT Group Foundation | 1,849 | $370.9K | 0.00% | −3,457−65.2% | Reduced |
| AA Financial Advisors, LLC | 1,861 | $373.4K | 0.04% | −361−16.2% | Reduced |
| Essential Partners LLC | 1,862 | $373.6K | 0.17% | +288+18.3% | Added |
| ING Groep NV | 1,863 | $373.8K | 0.00% | −26,527−93.4% | Reduced |
| Sunpointe, LLC | 1,865 | $374.2K | 0.11% | −1,932−50.9% | Reduced |
| Monticello Wealth Management, LLC | 1,867 | $374.6K | 0.02% | +1,867 | New |
| Berkshire Bank | 1,870 | $375.2K | 0.07% | −3−0.2% | Reduced |
| Pure Financial Advisors, Inc. | 1,879 | $377.0K | 0.00% | +10+0.5% | Added |
| Transamerica Financial Advisors, Inc. | 1,879 | $377.1K | 0.03% | +463+32.7% | Added |
| First Bank & Trust | 1,888 | $378.8K | 0.06% | +24+1.3% | Added |
| Barlow Wealth Partners, Inc. | 1,976 | $379.3K | 0.04% | 00.0% | Unchanged |
| Schubert & Co | 1,899 | $380.9K | 0.26% | −518−21.4% | Reduced |
| Cohen Capital Management, Inc. | 1,901 | $381.4K | 0.05% | +25+1.3% | Added |
| Syverson Strege & Co | 1,904 | $382.0K | 0.08% | −70−3.5% | Reduced |
| Souders Financial Advisors | 1,905 | $382.1K | 0.04% | +7+0.4% | Added |
| Income Insurance Ltd | 1,913 | $383.8K | 0.23% | 00.0% | Unchanged |
| Sandro Wealth Management LLC | 1,920 | $385.3K | 0.28% | +324+20.3% | Added |
| Five Oceans Advisors | 1,926 | $386.4K | 0.12% | −30−1.5% | Reduced |
| Kozak & Associates, Inc. | 1,888 | $386.8K | 0.07% | +2+0.1% | Added |
| City State Bank | 1,928 | $386.8K | 0.09% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,934 | $388.1K | 0.04% | +73+3.9% | Added |
| Sculati Wealth Management, LLC | 1,867 | $388.4K | 0.13% | +1,867 | New |
| Foster Group, Inc. | 1,937 | $388.6K | 0.01% | +193+11.1% | Added |
| Golden State Wealth Management, LLC | 1,939 | $389.1K | 0.04% | +154+8.6% | Added |
| Abel Hall, LLC | 1,942 | $389.6K | 0.07% | −1,453−42.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,947 | $390.5K | 0.02% | −32−1.6% | Reduced |
| KFA Private Wealth Group, LLC | 1,947 | $390.6K | 0.09% | −152−7.2% | Reduced |
| Sepio Capital, LP | 1,963 | $393.8K | 0.02% | +64+3.4% | Added |
| McAdam, LLC | 1,966 | $394.4K | 0.02% | +98+5.2% | Added |
| Peak Planning Group, LLC | 1,968 | $394.8K | 0.09% | +10+0.5% | Added |
| Fulton Breakefield Broenniman LLC | 1,969 | $395.1K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,971 | $395.4K | 0.07% | −30−1.5% | Reduced |
| Ponta Wealth Partners, LLC | 1,972 | $395.6K | 0.21% | +769+63.9% | Added |
| Breakwater Capital Group | 1,973 | $395.7K | 0.05% | −501−20.3% | Reduced |
| RD Lewis Holdings, Inc. | 1,796 | $395.8K | 0.29% | +422+30.7% | Added |
| Fukoku Mutual Life Insurance Co | 1,976 | $396.4K | 0.02% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $396.6K | 0.01% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 1,984 | $398.1K | 0.08% | +501+33.8% | Added |
| Cromwell Holdings LLC | 1,985 | $398.2K | 0.18% | +103+5.5% | Added |
| Hills Bank & Trust Co | 1,987 | $398.6K | 0.02% | 00.0% | Unchanged |
| Marion Wealth Management | 1,993 | $399.8K | 0.08% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,976 | $401.0K | 0.01% | +105+5.6% | Added |
| Bedel Financial Consulting, Inc. | 1,999 | $401.0K | 0.04% | +3+0.2% | Added |
| Auctus Advisors LLC | 2,000 | $401.2K | 0.34% | −500−20.0% | Reduced |
| 1776 Wealth LLC | 2,000 | $401.2K | 0.14% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,001 | $401.5K | 0.12% | −528−20.9% | Reduced |
| Finivi Inc. | 2,005 | $402.2K | 0.21% | +42+2.1% | Added |
| Elk River Wealth Management, LLC | 2,005 | $402.3K | 0.06% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,005 | $404.0K | 0.04% | +309+18.2% | Added |
| Revolve Wealth Partners, LLC | 2,014 | $404.1K | 0.04% | +60+3.1% | Added |
| Deseret Mutual Benefit Administrators | 2,016 | $404.4K | 0.13% | −213−9.6% | Reduced |
| LifeGoal Wealth Advisors | 2,017 | $404.7K | 0.19% | +2,017 | New |
| Wealthcare Advisory Partners LLC | 2,024 | $406.1K | 0.01% | −80−3.8% | Reduced |
| Zions Bancorporation, National Association | 2,027 | $406.7K | 0.02% | +144+7.6% | Added |
| Mutual Advisors, LLC | 2,027 | $406.7K | 0.01% | −450−18.2% | Reduced |
| Warner Financial, Inc | 2,030 | $407.3K | 0.12% | +2+0.1% | Added |
| JBGlobal.com LLC | 2,039 | $409.0K | 0.36% | +2+0.1% | Added |
| Centurion Wealth Management LLC | 2,048 | $410.9K | 0.10% | +312+18.0% | Added |
| Home Federal Bank of Tennessee | 2,050 | $411.3K | 0.09% | +2,050 | New |
| Pettee Investors, Inc. | 2,055 | $412.3K | 0.20% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,062 | $413.7K | 0.01% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,067 | $414.7K | 0.02% | +115+5.9% | Added |
| Allianz SE | 2,070 | $415.3K | 0.00% | +460+28.6% | Added |
| Stokes Family Office, LLC | 2,071 | $415.5K | 0.05% | −48−2.3% | Reduced |
| Red Reef Advisors LLC | 2,081 | $417.5K | 0.39% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,082 | $417.7K | 0.03% | −3,387−61.9% | Reduced |
| Harbour Trust & Investment Management Co | 2,083 | $417.9K | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 2,087 | $418.8K | 0.08% | +509+32.3% | Added |
| Angeles Wealth Management, LLC | 2,092 | $419.7K | 0.02% | −584−21.8% | Reduced |
| Lafayette Investments, Inc. | 2,092 | $419.7K | 0.08% | −250−10.7% | Reduced |
| Acima Private Wealth, LLC | 2,095 | $420.3K | 0.12% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,097 | $420.7K | 0.02% | +210+11.1% | Added |
| FORA Capital, LLC | 2,099 | $420.9K | 0.03% | +2,099 | New |
| GHP Investment Advisors, Inc. | 2,104 | $422.1K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,104 | $422.1K | 0.02% | +590+39.0% | Added |
| Moody National Bank Trust Division | 2,104 | $422.1K | 0.03% | +32+1.5% | Added |
| Parisi Gray Wealth Management | 2,112 | $423.8K | 0.09% | −2,024−48.9% | Reduced |
| Silverlake Wealth Management LLC | 2,116 | $424.5K | 0.08% | +4+0.2% | Added |
| Range Advisory, LLC | 2,130 | $427.4K | 0.05% | +125+6.2% | Added |
| SGL Investment Advisors, Inc. | 1,953 | $427.6K | 0.15% | +493+33.8% | Added |
| HHM Wealth Advisors, LLC | 2,132 | $427.7K | 0.04% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,134 | $428.1K | 0.22% | +6+0.3% | Added |
| HBW Advisory Services LLC | 2,136 | $428.5K | 0.04% | +19+0.9% | Added |
| TCI Wealth Advisors, Inc. | 2,136 | $428.5K | 0.02% | −454−17.5% | Reduced |
| Kestra Investment Management, LLC | 2,144 | $430.1K | 0.01% | −6,112−74.0% | Reduced |
| Ibex Wealth Advisors | 2,151 | $431.5K | 0.03% | −35,751−94.3% | Reduced |
| Verus Financial Partners, Inc. | 2,151 | $431.6K | 0.04% | −44−2.0% | Reduced |
| Advus Financial Partners, LLC | 2,154 | $432.2K | 0.10% | +44+2.1% | Added |
| Evergreen Wealth Solutions, LLC | 1,934 | $432.8K | 0.02% | +1,934 | New |
| Steigerwald, Gordon & Koch Inc. | 2,158 | $432.9K | 0.04% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,162 | $433.8K | 0.09% | −213−9.0% | Reduced |
| Pacitti Group Inc. | 2,164 | $434.1K | 0.14% | −10−0.5% | Reduced |
| Cozad Asset Management Inc | 2,170 | $435.3K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,175 | $436.3K | 0.03% | −842−27.9% | Reduced |