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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 5,185 | $1.04M | 0.32% | +450+9.5% | Added |
| Proficio Capital Partners LLC | 5,171 | $1.04M | 0.04% | +3,579+224.8% | Added |
| Jeppson Wealth Management, LLC | 5,144 | $1.03M | 0.30% | −91−1.7% | Reduced |
| Icon Wealth Advisors, LLC | 5,143 | $1.03M | 0.06% | +215+4.4% | Added |
| Bank & Trust Co | 5,112 | $1.03M | 0.65% | −55−1.1% | Reduced |
| Barden Capital Management, Inc. | 5,097 | $1.02M | 0.94% | −1,824−26.4% | Reduced |
| Mather Group, LLC. | 5,074 | $1.02M | 0.01% | +349+7.4% | Added |
| Quent Capital, LLC | 5,044 | $1.01M | 0.06% | +524+11.6% | Added |
| Aprio Wealth Management, LLC | 5,029 | $1.01M | 0.05% | +109+2.2% | Added |
| Banco Santander, S.A. | 5,027 | $1.01M | 0.01% | +1,787+55.2% | Added |
| Monetary Management Group Inc | 4,999 | $1.00M | 0.21% | 00.0% | Unchanged |
| Frec Markets, Inc. | 4,998 | $1.00M | 0.09% | −156−3.0% | Reduced |
| Change Path, LLC | 4,989 | $1.00M | 0.02% | −699−12.3% | Reduced |
| Corsair Capital Management, L.P. | 4,981 | $999.3K | 0.13% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,973 | $997.7K | 0.03% | +835+20.2% | Added |
| Bank Ozk | 4,945 | $992.1K | 0.29% | −69−1.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,927 | $988.5K | 0.22% | −43−0.9% | Reduced |
| Tannin Capital LLC | 4,918 | $986.6K | 0.65% | −46−0.9% | Reduced |
| Modera Wealth Management, LLC | 4,897 | $982.5K | 0.01% | +3+0.1% | Added |
| Investment Management Corp | 4,880 | $979.0K | 0.82% | +45+0.9% | Added |
| RMR Wealth Builders | 4,865 | $976.0K | 0.06% | −166−3.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,856 | $974.2K | 0.06% | +923+23.5% | Added |
| Foster & Motley Inc | 4,855 | $974.0K | 0.04% | −1,496−23.6% | Reduced |
| Dark Forest Capital Management LP | 4,850 | $973.0K | 0.06% | +4,850 | New |
| Arista Wealth Management, LLC | 4,848 | $972.6K | 0.10% | +10.0% | Added |
| Integrated Advisors Network LLC | 4,844 | $971.8K | 0.04% | −2,988−38.2% | Reduced |
| Rossmore Private Capital | 4,843 | $971.6K | 0.08% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 4,821 | $967.0K | 0.02% | −381−7.3% | Reduced |
| ISAM Funds (UK) Ltd | 4,800 | $963.0K | 0.68% | −4,314−47.3% | Reduced |
| Eagle Harbor Asset Management Inc | 4,800 | $963.0K | 0.76% | 00.0% | Unchanged |
| Norden Group LLC | 4,784 | $959.8K | 0.08% | −639−11.8% | Reduced |
| CX Institutional | 4,766 | $956.0K | 0.03% | +513+12.1% | Added |
| Hilltop National Bank | 4,757 | $954.3K | 0.20% | +123+2.7% | Added |
| FJ Capital Management LLC | 4,718 | $946.5K | 0.12% | +442+10.3% | Added |
| 44 Wealth Management LLC | 4,708 | $944.5K | 0.31% | −530−10.1% | Reduced |
| Advisory Alpha, LLC | 4,700 | $943.7K | 0.02% | +914+24.1% | Added |
| Northland Securities, Inc. | 4,700 | $942.9K | 0.55% | −50−1.1% | Reduced |
| Westpac Banking Corp | 4,694 | $941.7K | 0.06% | −1,300−21.7% | Reduced |
| Harbor Investment Advisory, LLC | 4,685 | $939.9K | 0.07% | −315−6.3% | Reduced |
| New Wave Wealth Advisors LLC | 4,682 | $939.3K | 0.26% | +643+15.9% | Added |
| Mountain Pacific Investment Advisers Inc | 4,651 | $933.1K | 0.15% | 00.0% | Unchanged |
| Atom Investors LP | 4,643 | $931.5K | 0.08% | −1,504−24.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,614 | $925.7K | 0.02% | −153,625−97.1% | Reduced |
| JM2 Capital Inc. | 4,602 | $923.3K | 0.63% | +61+1.3% | Added |
| Geneos Wealth Management Inc. | 4,595 | $921.8K | 0.02% | −20.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,563 | $915.4K | 0.02% | −2,951−39.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,555 | $913.8K | 0.17% | +150+3.4% | Added |
| Crews Bank & Trust | 4,552 | $913.2K | 0.12% | +16+0.4% | Added |
| Roman Butler Fullerton & Co | 4,488 | $911.2K | 0.22% | +210+4.9% | Added |
| Illinois Municipal Retirement Fund | 4,520 | $906.8K | 0.01% | −17,224−79.2% | Reduced |
| Howard Capital Management Inc. | 4,512 | $905.2K | 0.01% | +2,353+109.0% | Added |
| JBF Capital, Inc. | 4,500 | $902.8K | 0.12% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,497 | $902.2K | 0.08% | +699+18.4% | Added |
| Wellspring Financial Advisors, LLC | 4,486 | $900.4K | 0.06% | −413−8.4% | Reduced |
| Essex Financial Services, Inc. | 4,481 | $899.0K | 0.04% | +115+2.6% | Added |
| Confluence Wealth Services, Inc. | 4,471 | $896.8K | 0.03% | +496+12.5% | Added |
| XML Financial, LLC | 4,463 | $895.3K | 0.07% | +1,591+55.4% | Added |
| Pettyjohn, Wood & White, Inc | 4,429 | $888.5K | 0.13% | −25−0.6% | Reduced |
| Gryphon Financial Partners LLC | 4,403 | $883.4K | 0.08% | +203+4.8% | Added |
| North Star Asset Management Inc | 4,398 | $882.3K | 0.03% | −251−5.4% | Reduced |
| Verition Fund Management LLC | 4,381 | $878.9K | 0.01% | −408−8.5% | Reduced |
| First Foundation Advisors | 4,374 | $877.4K | 0.03% | +95+2.2% | Added |
| Balentine LLC | 4,372 | $877.1K | 0.03% | −65−1.5% | Reduced |
| Foundations Investment Advisors, LLC | 4,363 | $875.3K | 0.01% | −638−12.8% | Reduced |
| Unified Investment Management | 4,351 | $872.9K | 0.81% | +212+5.1% | Added |
| Viawealth, LLC | 4,345 | $871.8K | 0.44% | +1,172+36.9% | Added |
| Fiduciary Family Office, LLC | 4,338 | $870.4K | 0.22% | −311−6.7% | Reduced |
| One Wealth Capital Management, LLC | 4,334 | $869.5K | 0.25% | +2,328+116.1% | Added |
| Ausdal Financial Partners, Inc. | 4,324 | $867.3K | 0.03% | −471−9.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 4,314 | $865.5K | 0.46% | +1,850+75.1% | Added |
| Baker Avenue Asset Management, LP | 4,313 | $865.4K | 0.02% | −374−8.0% | Reduced |
| Cooper Financial Group | 4,247 | $852.1K | 0.07% | −1,228−22.4% | Reduced |
| Belpointe Asset Management LLC | 4,245 | $851.8K | 0.03% | +1,633+62.5% | Added |
| Sunflower Bank, N.A. | 4,242 | $851.0K | 0.20% | −13−0.3% | Reduced |
| Peak Asset Management, LLC | 4,229 | $848.4K | 0.12% | +4,229 | New |
| Catalyst Financial Partners LLC | 4,215 | $845.6K | 0.08% | +286+7.3% | Added |
| Meadowbrook Wealth Management, LLC | 4,107 | $841.2K | 0.91% | +4,107 | New |
| Anchyra Partners LLC | 4,188 | $840.2K | 0.20% | +92+2.2% | Added |
| Magnetar Financial LLC | 4,182 | $839.0K | 0.01% | +4,182 | New |
| West Family Investments, Inc. | 4,181 | $838.8K | 0.24% | +2,872+219.4% | Added |
| Quotient Wealth Partners, LLC | 4,171 | $836.8K | 0.02% | −34−0.8% | Reduced |
| Steel Peak Wealth Management LLC | 4,139 | $830.4K | 0.02% | +1,274+44.5% | Added |
| Pennsylvania Capital Management Inc | 4,102 | $822.9K | 0.21% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 4,097 | $821.9K | 0.13% | +1,676+69.2% | Added |
| L2 Asset Management, LLC | 4,081 | $818.7K | 0.09% | +704+20.8% | Added |
| Sather Financial Group Inc | 4,076 | $817.7K | 0.05% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 4,076 | $817.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,058 | $814.1K | 0.05% | +1,136+38.9% | Added |
| FourThought Financial Partners, LLC | 4,050 | $812.5K | 0.06% | −135−3.2% | Reduced |
| Sentinus, LLC | 4,027 | $807.9K | 0.06% | +1,944+93.3% | Added |
| Calton & Associates, Inc. | 4,021 | $806.7K | 0.12% | −536−11.8% | Reduced |
| Net Worth Advisory Group | 4,019 | $806.3K | 0.20% | −183−4.4% | Reduced |
| Larson Financial Group LLC | 4,011 | $804.6K | 0.02% | +178+4.6% | Added |
| ArrowMark Colorado Holdings LLC | 4,000 | $802.5K | 0.03% | +4,000 | New |
| Supplemental Annuity Collective Trust of NJ | 3,991 | $800.7K | 0.21% | −314−7.3% | Reduced |
| Neo Ivy Capital Management | 3,976 | $797.7K | 0.18% | +3,976 | New |
| Ironwood Investment Counsel, LLC | 3,965 | $795.5K | 0.10% | −30−0.8% | Reduced |
| Camden Capital, LLC | 3,953 | $795.1K | 0.04% | −244−5.8% | Reduced |
| MONECO Advisors, LLC | 3,943 | $791.1K | 0.05% | +1,637+71.0% | Added |
| One Wealth Advisors, LLC | 3,931 | $788.6K | 0.09% | +949+31.8% | Added |