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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 2,181 | $437.6K | 0.01% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 2,182 | $437.8K | 0.34% | +1,070+96.2% | Added |
| First Western Trust Bank | 2,191 | $439.6K | 0.02% | +5+0.2% | Added |
| Amplius Wealth Advisors, LLC | 2,195 | $440.4K | 0.03% | +2,195 | New |
| Catalyst Funds Management Pty Ltd | 2,200 | $441.4K | 0.02% | +2,200 | New |
| CoreFirst Bank & Trust | 2,201 | $441.6K | 0.22% | +470+27.2% | Added |
| Franklin Street Advisors Inc | 2,201 | $441.6K | 0.02% | +1,066+93.9% | Added |
| Investment Research Partners LLC | 2,203 | $442.0K | 0.15% | +1,079+96.0% | Added |
| Triad Wealth Partners, LLC | 2,034 | $442.7K | 0.03% | +2,034 | New |
| Perfromance Wealth Partners, LLC | 2,208 | $443.0K | 0.01% | +14+0.6% | Added |
| Washington Trust Co | 2,208 | $443.0K | 0.01% | −865−28.1% | Reduced |
| Inscription Capital, LLC | 2,209 | $443.2K | 0.04% | −488−18.1% | Reduced |
| PCM Encore, LLC | 2,209 | $443.3K | 0.08% | +46+2.1% | Added |
| E Fund Management Co., Ltd. | 2,211 | $443.6K | 0.01% | −116−5.0% | Reduced |
| James J. Burns & Company, LLC | 2,212 | $443.8K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,220 | $445.4K | 0.02% | +640+40.5% | Added |
| Knightsbridge Asset Management, LLC | 2,228 | $447.0K | 0.06% | +776+53.4% | Added |
| Mayflower Financial Advisors, LLC | 2,230 | $447.4K | 0.04% | −36−1.6% | Reduced |
| Riverview Trust Co | 2,230 | $447.4K | 0.53% | 00.0% | Unchanged |
| Mission Financial Group, LLC | 2,233 | $447.9K | 0.37% | +2,233 | New |
| Qtron Investments LLC | 2,244 | $450.2K | 0.06% | −4,148−64.9% | Reduced |
| Hoxton Planning & Management, LLC | 2,250 | $451.4K | 0.12% | +41+1.9% | Added |
| Cambient Family Office, LLC | 2,252 | $451.8K | 0.06% | −18−0.8% | Reduced |
| KC Investment Advisors, LLC | 2,255 | $452.4K | 0.09% | +210+10.3% | Added |
| Round Hill Asset Management | 2,257 | $452.8K | 0.28% | −12−0.5% | Reduced |
| Capital Advisors, Ltd. LLC | 2,263 | $454.0K | 0.05% | −75−3.2% | Reduced |
| Aviso Financial Inc. | 2,273 | $456.0K | 0.02% | −37−1.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,279 | $457.2K | 0.05% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 2,280 | $457.4K | 0.16% | −801−26.0% | Reduced |
| Naples Global Advisors, LLC | 2,281 | $457.6K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,283 | $458.0K | 0.02% | −3,684−61.7% | Reduced |
| CVA Family Office, LLC | 2,289 | $459.2K | 0.04% | −142−5.8% | Reduced |
| Curated Wealth Partners LLC | 2,289 | $459.2K | 0.05% | −3,340−59.3% | Reduced |
| Pointe Capital Management LLC | 2,290 | $459.4K | 0.21% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 2,297 | $460.8K | 0.03% | +338+17.3% | Added |
| Northwest Wealth Management, LLC | 2,308 | $463.0K | 0.06% | +749+48.0% | Added |
| Parsons Capital Management Inc | 2,309 | $463.2K | 0.02% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 2,317 | $464.9K | 0.16% | +2,317 | New |
| SmartHarvest Portfolios, LLC | 2,338 | $469.1K | 0.15% | −32−1.4% | Reduced |
| Axiom Financial Strategies, LLC | 2,351 | $471.7K | 0.15% | +151+6.9% | Added |
| Hodges Capital Management Inc. | 2,359 | $473.2K | 0.03% | +2,359 | New |
| Johnson Financial Group, LLC | 2,374 | $476.3K | 0.03% | +640+36.9% | Added |
| First Interstate Bank | 2,388 | $479.1K | 0.02% | +64+2.8% | Added |
| Facet Wealth, Inc. | 2,389 | $479.3K | 0.01% | +851+55.3% | Added |
| Sage Investment Counsel LLC | 2,390 | $479.4K | 0.48% | −50−2.0% | Reduced |
| Hara Capital LLC | 2,390 | $479.5K | 0.25% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,399 | $481.4K | 0.06% | −130−5.1% | Reduced |
| Drive Wealth Management, LLC | 2,407 | $482.8K | 0.09% | +1,271+111.9% | Added |
| Welch Group, LLC | 2,412 | $483.9K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,425 | $486.5K | 0.44% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,435 | $488.0K | 0.01% | +470+23.9% | Added |
| Valmark Advisers, Inc. | 2,436 | $488.7K | 0.01% | +148+6.5% | Added |
| Fundamentun, LLC | 2,445 | $490.6K | 0.02% | −14−0.6% | Reduced |
| Bingham Private Wealth, LLC | 2,454 | $492.3K | 0.34% | −10.0% | Reduced |
| Alta Advisers Ltd | 2,456 | $492.7K | 0.11% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,464 | $494.4K | 0.02% | −235−8.7% | Reduced |
| Greenfield Savings Bank | 2,479 | $497.3K | 0.19% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 2,506 | $502.7K | 0.08% | +2,506 | New |
| Diversified Enterprises, LLC | 2,509 | $503.4K | 0.02% | −2,957−54.1% | Reduced |
| Sym Financial Corp | 2,512 | $504.0K | 0.04% | +531+26.8% | Added |
| Wedgewood Investors Inc | 2,513 | $504.2K | 0.52% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,515 | $504.6K | 0.04% | +18+0.7% | Added |
| Optimize Financial Inc | 2,529 | $507.4K | 0.18% | −8−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,529 | $507.4K | 0.12% | +2,529 | New |
| Berman McAleer LLC | 2,529 | $507.4K | 0.06% | +60+2.4% | Added |
| Good Harbor Advisors, Inc. | 2,530 | $507.6K | 0.50% | +14+0.6% | Added |
| Atlas Capital Advisors LLC | 2,532 | $508.0K | 0.06% | −383−13.1% | Reduced |
| 626 Financial, LLC | 2,546 | $510.8K | 0.20% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,548 | $511.2K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 2,550 | $511.6K | 0.12% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,567 | $515.0K | 0.04% | −325−11.2% | Reduced |
| TriaGen Wealth Management LLC | 2,568 | $515.2K | 0.13% | −11−0.4% | Reduced |
| Defiance ETFs, LLC | 2,518 | $515.7K | 0.01% | +432+20.7% | Added |
| Integrity Financial Corp | 2,577 | $517.0K | 0.25% | 00.0% | Unchanged |
| Miller Financial Services LLC | 2,587 | $519.1K | 0.42% | +2,587 | New |
| BSW Wealth Partners | 2,603 | $522.3K | 0.06% | −201−7.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,608 | $523.2K | 0.03% | −17−0.6% | Reduced |
| KCM Investment Advisors LLC | 2,608 | $523.2K | 0.02% | −26−1.0% | Reduced |
| Meridian Wealth Management, LLC | 2,612 | $524.1K | 0.02% | +534+25.7% | Added |
| Searle & Co. | 2,615 | $524.6K | 0.12% | +1,200+84.8% | Added |
| Private Trust Co NA | 2,638 | $529.2K | 0.04% | −122−4.4% | Reduced |
| Saiph Capital, LLC | 2,639 | $529.4K | 0.16% | +1,339+103.0% | Added |
| Central Pacific Bank - Trust Division | 2,650 | $531.6K | 0.05% | +130+5.2% | Added |
| Csenge Advisory Group | 2,651 | $531.9K | 0.02% | −1,390−34.4% | Reduced |
| Strategic Wealth Designers | 2,686 | $538.9K | 0.07% | +432+19.2% | Added |
| Trust Point Inc. | 2,696 | $540.9K | 0.05% | −10.0% | Reduced |
| Aviso Wealth Management | 2,703 | $542.4K | 0.21% | −105−3.7% | Reduced |
| Financial Security Advisor, Inc. | 2,710 | $543.6K | 0.09% | −140−4.9% | Reduced |
| Armis Advisers, LLC | 2,634 | $544.0K | 0.05% | +208+8.6% | Added |
| International Assets Investment Management, LLC | 2,672 | $547.3K | 0.03% | −126−4.5% | Reduced |
| Grandfield & Dodd, LLC | 2,730 | $547.8K | 0.03% | −9−0.3% | Reduced |
| One Capital Management, LLC | 3,003 | $548.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,734 | $548.5K | 0.07% | +262+10.6% | Added |
| Leelyn Smith, LLC | 2,746 | $550.9K | 0.07% | 00.0% | Unchanged |
| Univest Financial Corp | 2,761 | $553.9K | 0.03% | +347+14.4% | Added |
| Frederick Financial Consultants, LLC | 2,762 | $554.1K | 0.24% | −279−9.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,782 | $558.2K | 0.03% | −528−16.0% | Reduced |
| Insigneo Advisory Services, LLC | 2,788 | $559.4K | 0.02% | −272−8.9% | Reduced |
| Vista Capital Partners, Inc. | 2,790 | $559.8K | 0.05% | +88+3.3% | Added |
| First PREMIER Bank | 2,789 | $560.0K | 0.09% | −126−4.3% | Reduced |