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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 2,281 | $457.6K | 0.03% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 2,280 | $457.4K | 0.16% | −801−26.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,279 | $457.2K | 0.05% | 00.0% | Unchanged |
| Aviso Financial Inc. | 2,273 | $456.0K | 0.02% | −37−1.6% | Reduced |
| Capital Advisors, Ltd. LLC | 2,263 | $454.0K | 0.05% | −75−3.2% | Reduced |
| Round Hill Asset Management | 2,257 | $452.8K | 0.28% | −12−0.5% | Reduced |
| KC Investment Advisors, LLC | 2,255 | $452.4K | 0.09% | +210+10.3% | Added |
| Cambient Family Office, LLC | 2,252 | $451.8K | 0.06% | −18−0.8% | Reduced |
| Hoxton Planning & Management, LLC | 2,250 | $451.4K | 0.12% | +41+1.9% | Added |
| Qtron Investments LLC | 2,244 | $450.2K | 0.06% | −4,148−64.9% | Reduced |
| Mission Financial Group, LLC | 2,233 | $447.9K | 0.37% | +2,233 | New |
| 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 |
| Knightsbridge Asset Management, LLC | 2,228 | $447.0K | 0.06% | +776+53.4% | Added |
| Heritage Wealth Advisors | 2,220 | $445.4K | 0.02% | +640+40.5% | Added |
| James J. Burns & Company, LLC | 2,212 | $443.8K | 0.05% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,211 | $443.6K | 0.01% | −116−5.0% | Reduced |
| PCM Encore, LLC | 2,209 | $443.3K | 0.08% | +46+2.1% | Added |
| Inscription Capital, LLC | 2,209 | $443.2K | 0.04% | −488−18.1% | Reduced |
| Washington Trust Co | 2,208 | $443.0K | 0.01% | −865−28.1% | Reduced |
| Perfromance Wealth Partners, LLC | 2,208 | $443.0K | 0.01% | +14+0.6% | Added |
| Triad Wealth Partners, LLC | 2,034 | $442.7K | 0.03% | +2,034 | New |
| Investment Research Partners LLC | 2,203 | $442.0K | 0.15% | +1,079+96.0% | Added |
| 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 |
| Catalyst Funds Management Pty Ltd | 2,200 | $441.4K | 0.02% | +2,200 | New |
| Amplius Wealth Advisors, LLC | 2,195 | $440.4K | 0.03% | +2,195 | New |
| First Western Trust Bank | 2,191 | $439.6K | 0.02% | +5+0.2% | Added |
| Avail Investment Partners, LLC | 2,182 | $437.8K | 0.34% | +1,070+96.2% | Added |
| Systematic Alpha Investments, LLC | 2,181 | $437.6K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,175 | $436.3K | 0.03% | −842−27.9% | Reduced |
| Cozad Asset Management Inc | 2,170 | $435.3K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,164 | $434.1K | 0.14% | −10−0.5% | Reduced |
| Fielder Capital Group LLC | 2,162 | $433.8K | 0.09% | −213−9.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,158 | $432.9K | 0.04% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,934 | $432.8K | 0.02% | +1,934 | New |
| Advus Financial Partners, LLC | 2,154 | $432.2K | 0.10% | +44+2.1% | Added |
| Verus Financial Partners, Inc. | 2,151 | $431.6K | 0.04% | −44−2.0% | Reduced |
| Ibex Wealth Advisors | 2,151 | $431.5K | 0.03% | −35,751−94.3% | Reduced |
| Kestra Investment Management, LLC | 2,144 | $430.1K | 0.01% | −6,112−74.0% | Reduced |
| TCI Wealth Advisors, Inc. | 2,136 | $428.5K | 0.02% | −454−17.5% | Reduced |
| HBW Advisory Services LLC | 2,136 | $428.5K | 0.04% | +19+0.9% | Added |
| Walker Asset Management, LLC | 2,134 | $428.1K | 0.22% | +6+0.3% | Added |
| HHM Wealth Advisors, LLC | 2,132 | $427.7K | 0.04% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 1,953 | $427.6K | 0.15% | +493+33.8% | Added |
| Range Advisory, LLC | 2,130 | $427.4K | 0.05% | +125+6.2% | Added |
| Silverlake Wealth Management LLC | 2,116 | $424.5K | 0.08% | +4+0.2% | Added |
| Parisi Gray Wealth Management | 2,112 | $423.8K | 0.09% | −2,024−48.9% | Reduced |
| Moody National Bank Trust Division | 2,104 | $422.1K | 0.03% | +32+1.5% | Added |
| Visionary Wealth Advisors | 2,104 | $422.1K | 0.02% | +590+39.0% | Added |
| GHP Investment Advisors, Inc. | 2,104 | $422.1K | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,099 | $420.9K | 0.03% | +2,099 | New |
| Leavell Investment Management, Inc. | 2,097 | $420.7K | 0.02% | +210+11.1% | Added |
| Acima Private Wealth, LLC | 2,095 | $420.3K | 0.12% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,092 | $419.7K | 0.08% | −250−10.7% | Reduced |
| Angeles Wealth Management, LLC | 2,092 | $419.7K | 0.02% | −584−21.8% | Reduced |
| Monument Capital Management | 2,087 | $418.8K | 0.08% | +509+32.3% | Added |
| Harbour Trust & Investment Management Co | 2,083 | $417.9K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,082 | $417.7K | 0.03% | −3,387−61.9% | Reduced |
| Red Reef Advisors LLC | 2,081 | $417.5K | 0.39% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,071 | $415.5K | 0.05% | −48−2.3% | Reduced |
| Allianz SE | 2,070 | $415.3K | 0.00% | +460+28.6% | Added |
| Klingman & Associates, LLC | 2,067 | $414.7K | 0.02% | +115+5.9% | Added |
| Bragg Financial Advisors, Inc | 2,062 | $413.7K | 0.01% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 2,055 | $412.3K | 0.20% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 2,050 | $411.3K | 0.09% | +2,050 | New |
| Centurion Wealth Management LLC | 2,048 | $410.9K | 0.10% | +312+18.0% | Added |
| JBGlobal.com LLC | 2,039 | $409.0K | 0.36% | +2+0.1% | Added |
| Warner Financial, Inc | 2,030 | $407.3K | 0.12% | +2+0.1% | Added |
| Mutual Advisors, LLC | 2,027 | $406.7K | 0.01% | −450−18.2% | Reduced |
| Zions Bancorporation, National Association | 2,027 | $406.7K | 0.02% | +144+7.6% | Added |
| Wealthcare Advisory Partners LLC | 2,024 | $406.1K | 0.01% | −80−3.8% | Reduced |
| LifeGoal Wealth Advisors | 2,017 | $404.7K | 0.19% | +2,017 | New |
| Deseret Mutual Benefit Administrators | 2,016 | $404.4K | 0.13% | −213−9.6% | Reduced |
| Revolve Wealth Partners, LLC | 2,014 | $404.1K | 0.04% | +60+3.1% | Added |
| Accurate Wealth Management, LLC | 2,005 | $404.0K | 0.04% | +309+18.2% | Added |
| Elk River Wealth Management, LLC | 2,005 | $402.3K | 0.06% | 00.0% | Unchanged |
| Finivi Inc. | 2,005 | $402.2K | 0.21% | +42+2.1% | Added |
| Aventura Private Wealth, LLC | 2,001 | $401.5K | 0.12% | −528−20.9% | Reduced |
| 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 |
| Bedel Financial Consulting, Inc. | 1,999 | $401.0K | 0.04% | +3+0.2% | Added |
| Apella Capital, LLC | 1,976 | $401.0K | 0.01% | +105+5.6% | Added |
| Marion Wealth Management | 1,993 | $399.8K | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,987 | $398.6K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,985 | $398.2K | 0.18% | +103+5.5% | Added |
| 55 North Private Wealth, LLC | 1,984 | $398.1K | 0.08% | +501+33.8% | Added |
| Bowen Hanes & Co Inc | 2,174 | $396.6K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,976 | $396.4K | 0.02% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 1,796 | $395.8K | 0.29% | +422+30.7% | Added |
| Breakwater Capital Group | 1,973 | $395.7K | 0.05% | −501−20.3% | Reduced |
| Ponta Wealth Partners, LLC | 1,972 | $395.6K | 0.21% | +769+63.9% | Added |
| VeraBank, N.A. | 1,971 | $395.4K | 0.07% | −30−1.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,969 | $395.1K | 0.02% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,968 | $394.8K | 0.09% | +10+0.5% | Added |
| McAdam, LLC | 1,966 | $394.4K | 0.02% | +98+5.2% | Added |
| Sepio Capital, LP | 1,963 | $393.8K | 0.02% | +64+3.4% | Added |
| KFA Private Wealth Group, LLC | 1,947 | $390.6K | 0.09% | −152−7.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,947 | $390.5K | 0.02% | −32−1.6% | Reduced |
| Abel Hall, LLC | 1,942 | $389.6K | 0.07% | −1,453−42.8% | Reduced |