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 |
|---|---|---|---|---|---|
| State of Wyoming | 3,918 | $786.0K | 0.08% | +3,918 | New |
| Unique Wealth Strategies, LLC | 3,914 | $785.2K | 0.29% | +547+16.2% | Added |
| Sterling Capital Management LLC | 3,899 | $782.2K | 0.01% | +1,713+78.4% | Added |
| Parcion Private Wealth LLC | 3,895 | $781.4K | 0.04% | +381+10.8% | Added |
| PDS Planning, Inc | 3,886 | $779.6K | 0.05% | +98+2.6% | Added |
| Advisors Management Group Inc | 3,878 | $778.0K | 0.13% | +969+33.3% | Added |
| Harmony Asset Management LLC | 3,876 | $777.7K | 0.21% | +236+6.5% | Added |
| Fiduciary Trust Co | 3,860 | $774.5K | 0.01% | +44+1.2% | Added |
| Venturi Wealth Management, LLC | 3,858 | $774.0K | 0.03% | +185+5.0% | Added |
| Elevatus Welath Management | 3,851 | $772.8K | 0.19% | +1,779+85.9% | Added |
| Birnam Oak Advisors, LP | 3,833 | $769.0K | 0.13% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,832 | $768.8K | 0.04% | +258+7.2% | Added |
| Lombard Odier Asset Management (USA) Corp | 3,800 | $762.4K | 0.68% | +1,000+35.7% | Added |
| Welch & Forbes LLC | 3,793 | $761.0K | 0.01% | −1,149−23.2% | Reduced |
| McCollum Christoferson Group LLC | 3,791 | $760.5K | 0.22% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 3,779 | $758.2K | 0.12% | 00.0% | Unchanged |
| Flavin Financial Services, Inc. | 3,772 | $756.8K | 0.43% | −101−2.6% | Reduced |
| Auxano Advisors, LLC | 3,760 | $754.3K | 0.14% | −65−1.7% | Reduced |
| Accredited Investors Inc. | 3,759 | $754.1K | 0.03% | −70−1.8% | Reduced |
| Edgestream Partners, L.P. | 3,754 | $753.1K | 0.02% | +1,032+37.9% | Added |
| Neville Rodie & Shaw Inc | 3,750 | $752.0K | 0.05% | +125+3.4% | Added |
| Laraway Financial Inc | 3,745 | $751.3K | 0.46% | −3−0.1% | Reduced |
| ClearAlpha Technologies LP | 3,734 | $749.1K | 1.28% | −1,990−34.8% | Reduced |
| Kera Capital Partners, Inc. | 3,722 | $746.7K | 0.07% | +327+9.6% | Added |
| Bridgewater Advisors Inc. | 3,451 | $746.0K | 0.04% | +232+7.2% | Added |
| Traub Capital Management LLC | 3,701 | $742.5K | 0.66% | +230+6.6% | Added |
| Hudson Valley Investment Advisors Inc | 3,689 | $740.1K | 0.09% | +105+2.9% | Added |
| Western Financial Corp | 3,685 | $739.4K | 0.22% | +408+12.5% | Added |
| Cannon Advisors, Inc. | 3,581 | $735.1K | 0.45% | +3,581 | New |
| Rexford Capital Inc | 3,663 | $734.9K | 0.45% | −6−0.2% | Reduced |
| Financial Engines Advisors L.L.C. | 3,653 | $732.9K | 0.00% | +26+0.7% | Added |
| CWA Asset Management Group, LLC | 3,650 | $732.2K | 0.02% | −293−7.4% | Reduced |
| Erste Asset Management GmbH | 3,604 | $729.0K | 0.01% | −586−14.0% | Reduced |
| RiverFront Investment Group, LLC | 3,619 | $726.0K | 0.01% | +194+5.7% | Added |
| LRI Investments, LLC | 3,618 | $725.9K | 0.06% | +140+4.0% | Added |
| Advisor OS, LLC | 3,617 | $725.7K | 0.05% | −188−4.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,618 | $725.5K | 0.02% | −800−18.1% | Reduced |
| Malaga Cove Capital, LLC | 3,608 | $723.8K | 0.23% | −44−1.2% | Reduced |
| Sig Brokerage, LP | 3,593 | $720.8K | 0.12% | +2,050+132.9% | Added |
| Shepherd Street Advisors LLC | 3,437 | $718.0K | 0.63% | −283−7.6% | Reduced |
| Riversedge Advisors, LLC | 3,561 | $714.4K | 0.09% | +1,832+106.0% | Added |
| Richwood Investment Advisors, LLC | 3,534 | $709.0K | 0.50% | +237+7.2% | Added |
| Cornerstone Select Advisors, LLC | 3,531 | $708.4K | 0.30% | +787+28.7% | Added |
| Capital Investment Advisory Services, LLC | 3,521 | $706.3K | 0.04% | −28−0.8% | Reduced |
| Versant Capital Management, Inc | 3,508 | $703.8K | 0.06% | −139−3.8% | Reduced |
| Stembrook Asset Management, LLC | 3,500 | $702.2K | 0.61% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,499 | $702.0K | 0.09% | +146+4.4% | Added |
| S Harris Financial Group, LLC | 3,492 | $700.6K | 0.54% | +63+1.8% | Added |
| AlTi Global, Inc. | 3,483 | $698.7K | 0.01% | +141+4.2% | Added |
| Promethium Advisors,llc | 3,480 | $698.1K | 0.34% | +874+33.5% | Added |
| HCR Wealth Advisors | 3,468 | $695.9K | 0.06% | −26−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,456 | $693.3K | 0.07% | +28+0.8% | Added |
| Everpar Advisors LLC | 3,456 | $693.3K | 0.20% | +168+5.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,452 | $692.5K | 0.12% | +1,417+69.6% | Added |
| Meadowbrook Advisors Group, LLC | 3,408 | $683.7K | 0.37% | +1,277+59.9% | Added |
| Gilliland Jeter Wealth Management LLC | 3,398 | $681.7K | 0.18% | +9+0.3% | Added |
| Addison Capital Co | 3,392 | $680.5K | 0.11% | −1,462−30.1% | Reduced |
| Power Wealth Management LLC | 3,383 | $678.6K | 0.23% | −896−20.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,375 | $677.0K | 0.16% | 00.0% | Unchanged |
| Optas, LLC | 3,374 | $676.9K | 0.09% | −329−8.9% | Reduced |
| St Germain D J Co Inc | 3,373 | $676.6K | 0.02% | −747−18.1% | Reduced |
| Evercore Wealth Management, LLC | 3,362 | $674.5K | 0.01% | +1,000+42.3% | Added |
| Prosperity Consulting Group, LLC | 3,361 | $674.3K | 0.03% | −3,041−47.5% | Reduced |
| Armstrong Advisory Group, Inc | 3,356 | $673.2K | 0.04% | +2+0.1% | Added |
| Boston Private Wealth LLC | 3,347 | $671.5K | 0.04% | −506−13.1% | Reduced |
| Joel Isaacson & Co., LLC | 3,311 | $664.3K | 0.02% | +84+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 3,307 | $663.5K | 0.01% | +10+0.3% | Added |
| Kendall Capital Management | 3,306 | $663.3K | 0.11% | −605−15.5% | Reduced |
| Acropolis Investment Management, LLC | 3,305 | $663.1K | 0.03% | −69−2.0% | Reduced |
| Zhang Financial LLC | 3,300 | $662.0K | 0.02% | +53+1.6% | Added |
| Ingalls & Snyder LLC | 3,299 | $662.0K | 0.02% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 3,299 | $661.8K | 0.08% | +302+10.1% | Added |
| Caerus Investment Advisors, LLC | 3,275 | $657.0K | 0.22% | +3,275 | New |
| TIAA Wealth Investment Management LLC | 3,273 | $656.9K | 0.00% | +110+3.5% | Added |
| Cornerstone Wealth Management, LLC | 3,271 | $656.2K | 0.03% | +116+3.7% | Added |
| Focused Alpha, LLC | 3,270 | $656.1K | 0.17% | +80+2.5% | Added |
| Trifecta Capital Advisors, LLC | 3,268 | $655.6K | 0.08% | +45+1.4% | Added |
| Patron Partners Advisors, LLC | 3,252 | $652.4K | 0.25% | −99−3.0% | Reduced |
| Wealth Alliance | 3,246 | $651.1K | 0.05% | −106−3.2% | Reduced |
| Valley National Advisers Inc | 3,235 | $649.0K | 0.07% | −36−1.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 3,210 | $644.0K | 0.02% | +3,210 | New |
| tru Independence LLC | 3,199 | $641.8K | 0.28% | +12+0.4% | Added |
| Wesbanco Bank Inc | 3,187 | $639.4K | 0.02% | −14−0.4% | Reduced |
| Matrix Asset Advisors Inc | 3,178 | $637.6K | 0.05% | 00.0% | Unchanged |
| Generation Capital Management LLC | 3,171 | $636.1K | 0.39% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,159 | $633.8K | 0.01% | −6,026−65.6% | Reduced |
| TRB Wealth Management, LLC | 3,158 | $633.6K | 0.08% | −75−2.3% | Reduced |
| Root Financial Partners, LLC | 3,144 | $630.8K | 0.02% | +1,050+50.1% | Added |
| Scotia Capital Inc. | 3,142 | $630.4K | 0.00% | −104−3.2% | Reduced |
| Waterloo Capital, L.P. | 3,141 | $630.2K | 0.04% | +769+32.4% | Added |
| Ellevest, Inc. | 3,185 | $629.1K | 0.07% | −476−13.0% | Reduced |
| Modern Wealth Management, LLC | 3,133 | $628.5K | 0.01% | −90−2.8% | Reduced |
| Gamco Investors, Inc. Et Al | 3,132 | $628.3K | 0.01% | +634+25.4% | Added |
| Silver Oak Securities, Inc | 3,131 | $628.1K | 0.04% | −83−2.6% | Reduced |
| Councilmark Asset Management, LLC | 3,128 | $627.5K | 0.33% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,116 | $625.1K | 0.11% | +850+37.5% | Added |
| Legacy Capital Wealth Partners, LLC | 3,107 | $623.4K | 0.12% | +7+0.2% | Added |
| Pflug Koory, LLC | 3,107 | $623.3K | 0.25% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,098 | $621.5K | 0.06% | −2−0.1% | Reduced |
| StoneX Group Inc. | 3,098 | $621.2K | 0.03% | +150+5.1% | Added |