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 |
|---|---|---|---|---|---|
| 111 Capital | 3,080 | $617.9K | 0.11% | +1,126+57.6% | Added |
| Affinity Wealth Management LLC | 3,073 | $616.4K | 0.08% | +22+0.7% | Added |
| Resonant Capital Advisors, LLC | 3,070 | $615.9K | 0.03% | −291−8.7% | Reduced |
| HBK Sorce Advisory LLC | 2,773 | $614.5K | 0.01% | +148+5.6% | Added |
| GeoWealth Management, LLC | 3,061 | $613.9K | 0.02% | −273−8.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,018 | $605.5K | 0.05% | +1,076+55.4% | Added |
| Keel Point, LLC | 3,017 | $605.2K | 0.04% | +1,186+64.8% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,015 | $604.9K | 0.10% | −1,624−35.0% | Reduced |
| Montecito Bank & Trust | 3,012 | $604.3K | 0.09% | +230+8.3% | Added |
| Indivisible Partners | 3,012 | $604.2K | 0.03% | +1,096+57.2% | Added |
| Berkshire Asset Management LLC | 3,003 | $602.4K | 0.02% | +567+23.3% | Added |
| Hartford Financial Management Inc. | 3,000 | $601.9K | 0.13% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $601.9K | 0.36% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,997 | $601.2K | 0.00% | +65+2.2% | Added |
| Victory Financial Group, LLC | 2,994 | $600.7K | 0.06% | +2,994 | New |
| Cypress Wealth Services, LLC | 2,984 | $598.6K | 0.07% | +27+0.9% | Added |
| Relyea Zuckerberg Hanson LLC | 2,980 | $597.9K | 0.05% | +207+7.5% | Added |
| McLean Asset Management Corp | 2,847 | $595.1K | 0.08% | −386−11.9% | Reduced |
| Chicago Trust Co NA | 2,962 | $594.2K | 0.09% | +122+4.3% | Added |
| Northern Oak Wealth Management Inc | 2,932 | $588.2K | 0.07% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,923 | $587.0K | 0.07% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 2,905 | $582.8K | 0.38% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,898 | $581.3K | 0.00% | −223−7.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,872 | $576.1K | 0.02% | −82−2.8% | Reduced |
| Institute for Wealth Management, LLC. | 2,871 | $576.0K | 0.05% | −5−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,863 | $574.4K | 0.03% | +403+16.4% | Added |
| Conning Inc. | 2,840 | $569.8K | 0.02% | −54−1.9% | Reduced |
| Cornerstone Wealth Group, LLC | 2,839 | $569.6K | 0.03% | +31+1.1% | Added |
| Peachtree Investment Partners, LLC | 2,829 | $567.6K | 0.18% | +40+1.4% | Added |
| First PREMIER Bank | 2,789 | $560.0K | 0.09% | −126−4.3% | Reduced |
| Smithfield Trust Co | 2,795 | $560.0K | 0.02% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 2,790 | $559.8K | 0.05% | +88+3.3% | Added |
| Insigneo Advisory Services, LLC | 2,788 | $559.4K | 0.02% | −272−8.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,782 | $558.2K | 0.03% | −528−16.0% | Reduced |
| Frederick Financial Consultants, LLC | 2,762 | $554.1K | 0.24% | −279−9.2% | Reduced |
| Univest Financial Corp | 2,761 | $553.9K | 0.03% | +347+14.4% | Added |
| Leelyn Smith, LLC | 2,746 | $550.9K | 0.07% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,734 | $548.5K | 0.07% | +262+10.6% | Added |
| One Capital Management, LLC | 3,003 | $548.0K | 0.02% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,730 | $547.8K | 0.03% | −9−0.3% | Reduced |
| International Assets Investment Management, LLC | 2,672 | $547.3K | 0.03% | −126−4.5% | Reduced |
| Armis Advisers, LLC | 2,634 | $544.0K | 0.05% | +208+8.6% | Added |
| Financial Security Advisor, Inc. | 2,710 | $543.6K | 0.09% | −140−4.9% | Reduced |
| Aviso Wealth Management | 2,703 | $542.4K | 0.21% | −105−3.7% | Reduced |
| Trust Point Inc. | 2,696 | $540.9K | 0.05% | −10.0% | Reduced |
| Strategic Wealth Designers | 2,686 | $538.9K | 0.07% | +432+19.2% | Added |
| Csenge Advisory Group | 2,651 | $531.9K | 0.02% | −1,390−34.4% | Reduced |
| Central Pacific Bank - Trust Division | 2,650 | $531.6K | 0.05% | +130+5.2% | Added |
| Saiph Capital, LLC | 2,639 | $529.4K | 0.16% | +1,339+103.0% | Added |
| Private Trust Co NA | 2,638 | $529.2K | 0.04% | −122−4.4% | Reduced |
| Searle & Co. | 2,615 | $524.6K | 0.12% | +1,200+84.8% | Added |
| Meridian Wealth Management, LLC | 2,612 | $524.1K | 0.02% | +534+25.7% | Added |
| KCM Investment Advisors LLC | 2,608 | $523.2K | 0.02% | −26−1.0% | Reduced |
| JFS Wealth Advisors, LLC | 2,608 | $523.2K | 0.03% | −17−0.6% | Reduced |
| BSW Wealth Partners | 2,603 | $522.3K | 0.06% | −201−7.2% | Reduced |
| Miller Financial Services LLC | 2,587 | $519.1K | 0.42% | +2,587 | New |
| Integrity Financial Corp | 2,577 | $517.0K | 0.25% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 2,518 | $515.7K | 0.01% | +432+20.7% | Added |
| TriaGen Wealth Management LLC | 2,568 | $515.2K | 0.13% | −11−0.4% | Reduced |
| Trust Co of Virginia | 2,567 | $515.0K | 0.04% | −325−11.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,550 | $511.6K | 0.12% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,548 | $511.2K | 0.01% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,546 | $510.8K | 0.20% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,532 | $508.0K | 0.06% | −383−13.1% | Reduced |
| Good Harbor Advisors, Inc. | 2,530 | $507.6K | 0.50% | +14+0.6% | Added |
| Berman McAleer LLC | 2,529 | $507.4K | 0.06% | +60+2.4% | 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 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,515 | $504.6K | 0.04% | +18+0.7% | Added |
| Wedgewood Investors Inc | 2,513 | $504.2K | 0.52% | 00.0% | Unchanged |
| Sym Financial Corp | 2,512 | $504.0K | 0.04% | +531+26.8% | Added |
| Diversified Enterprises, LLC | 2,509 | $503.4K | 0.02% | −2,957−54.1% | Reduced |
| Wick Capital Partners, LLC | 2,506 | $502.7K | 0.08% | +2,506 | New |
| Greenfield Savings Bank | 2,479 | $497.3K | 0.19% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,464 | $494.4K | 0.02% | −235−8.7% | Reduced |
| Alta Advisers Ltd | 2,456 | $492.7K | 0.11% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,454 | $492.3K | 0.34% | −10.0% | Reduced |
| Fundamentun, LLC | 2,445 | $490.6K | 0.02% | −14−0.6% | Reduced |
| Valmark Advisers, Inc. | 2,436 | $488.7K | 0.01% | +148+6.5% | Added |
| Capital Analysts, LLC | 2,435 | $488.0K | 0.01% | +470+23.9% | Added |
| Western Pacific Wealth Management, LP | 2,425 | $486.5K | 0.44% | 00.0% | Unchanged |
| Welch Group, LLC | 2,412 | $483.9K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,407 | $482.8K | 0.09% | +1,271+111.9% | Added |
| Independent Solutions Wealth Management, LLC | 2,399 | $481.4K | 0.06% | −130−5.1% | Reduced |
| Hara Capital LLC | 2,390 | $479.5K | 0.25% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 2,390 | $479.4K | 0.48% | −50−2.0% | Reduced |
| Facet Wealth, Inc. | 2,389 | $479.3K | 0.01% | +851+55.3% | Added |
| First Interstate Bank | 2,388 | $479.1K | 0.02% | +64+2.8% | Added |
| Johnson Financial Group, LLC | 2,374 | $476.3K | 0.03% | +640+36.9% | Added |
| Hodges Capital Management Inc. | 2,359 | $473.2K | 0.03% | +2,359 | New |
| Axiom Financial Strategies, LLC | 2,351 | $471.7K | 0.15% | +151+6.9% | Added |
| SmartHarvest Portfolios, LLC | 2,338 | $469.1K | 0.15% | −32−1.4% | Reduced |
| QTR Family Wealth, LLC | 2,317 | $464.9K | 0.16% | +2,317 | New |
| Parsons Capital Management Inc | 2,309 | $463.2K | 0.02% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,308 | $463.0K | 0.06% | +749+48.0% | Added |
| Woodmont Investment Counsel LLC | 2,297 | $460.8K | 0.03% | +338+17.3% | Added |
| Pointe Capital Management LLC | 2,290 | $459.4K | 0.21% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,289 | $459.2K | 0.05% | −3,340−59.3% | Reduced |
| CVA Family Office, LLC | 2,289 | $459.2K | 0.04% | −142−5.8% | Reduced |
| Ostrum Asset Management | 2,283 | $458.0K | 0.02% | −3,684−61.7% | Reduced |