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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 1,939 | $389.1K | 0.04% | +154+8.6% | Added |
| Foster Group, Inc. | 1,937 | $388.6K | 0.01% | +193+11.1% | Added |
| Sculati Wealth Management, LLC | 1,867 | $388.4K | 0.13% | +1,867 | New |
| Quantum Financial Advisors, LLC | 1,934 | $388.1K | 0.04% | +73+3.9% | Added |
| City State Bank | 1,928 | $386.8K | 0.09% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,888 | $386.8K | 0.07% | +2+0.1% | Added |
| Five Oceans Advisors | 1,926 | $386.4K | 0.12% | −30−1.5% | Reduced |
| Sandro Wealth Management LLC | 1,920 | $385.3K | 0.28% | +324+20.3% | Added |
| Income Insurance Ltd | 1,913 | $383.8K | 0.23% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,905 | $382.1K | 0.04% | +7+0.4% | Added |
| Syverson Strege & Co | 1,904 | $382.0K | 0.08% | −70−3.5% | Reduced |
| Cohen Capital Management, Inc. | 1,901 | $381.4K | 0.05% | +25+1.3% | Added |
| Schubert & Co | 1,899 | $380.9K | 0.26% | −518−21.4% | Reduced |
| Barlow Wealth Partners, Inc. | 1,976 | $379.3K | 0.04% | 00.0% | Unchanged |
| First Bank & Trust | 1,888 | $378.8K | 0.06% | +24+1.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,879 | $377.1K | 0.03% | +463+32.7% | Added |
| Pure Financial Advisors, Inc. | 1,879 | $377.0K | 0.00% | +10+0.5% | Added |
| Berkshire Bank | 1,870 | $375.2K | 0.07% | −3−0.2% | Reduced |
| Monticello Wealth Management, LLC | 1,867 | $374.6K | 0.02% | +1,867 | New |
| Sunpointe, LLC | 1,865 | $374.2K | 0.11% | −1,932−50.9% | Reduced |
| ING Groep NV | 1,863 | $373.8K | 0.00% | −26,527−93.4% | Reduced |
| Essential Partners LLC | 1,862 | $373.6K | 0.17% | +288+18.3% | Added |
| AA Financial Advisors, LLC | 1,861 | $373.4K | 0.04% | −361−16.2% | Reduced |
| LGT Group Foundation | 1,849 | $370.9K | 0.00% | −3,457−65.2% | Reduced |
| Anchor Investment Management, LLC | 1,849 | $370.9K | 0.03% | +464+33.5% | Added |
| Basecamp Wealth Advisors LLC | 1,845 | $370.1K | 0.07% | +15+0.8% | Added |
| Flatrock Wealth Partners LLC | 1,845 | $370.1K | 0.15% | +286+18.3% | Added |
| Natural Investments, LLC | 1,846 | $370.0K | 0.08% | −13−0.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,838 | $368.8K | 0.04% | −348−15.9% | Reduced |
| Farmers National Bank | 1,836 | $368.3K | 0.08% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 1,835 | $368.1K | 0.16% | +357+24.2% | Added |
| 1st Source Bank | 1,832 | $367.5K | 0.02% | +1,832 | New |
| Cary Street Partner Investment Advisory LLC | 1,831 | $367.3K | 0.07% | −252−12.1% | Reduced |
| Global Assets Advisory, LLC | 1,793 | $365.8K | 0.08% | +200+12.6% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,820 | $365.2K | 0.05% | +1,820 | New |
| Hilltop Holdings Inc. | 1,817 | $364.5K | 0.03% | +17+0.9% | Added |
| Winthrop Advisory Group LLC | 1,814 | $363.9K | 0.02% | +275+17.9% | Added |
| Koshinski Asset Management, Inc. | 1,814 | $363.9K | 0.02% | +347+23.7% | Added |
| Passive Capital Management, LLC. | 1,500 | $363.5K | 0.11% | −42−2.7% | Reduced |
| Summit Global Investments | 1,810 | $363.0K | 0.02% | −557−23.5% | Reduced |
| Fortress Private Ledger, LLC | 1,808 | $362.7K | 0.10% | −947−34.4% | Reduced |
| MBL Wealth, LLC | 1,804 | $361.9K | 0.02% | +228+14.5% | Added |
| Mount Vernon Associates Inc | 1,800 | $361.0K | 0.24% | 00.0% | Unchanged |
| Mathes Company, Inc. | 1,800 | $361.0K | 0.11% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,800 | $361.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,799 | $360.9K | 0.01% | −43−2.3% | Reduced |
| MontVue Capital Management, Inc. | 1,791 | $359.3K | 0.21% | 00.0% | Unchanged |
| Green Ridge Wealth Planning LLC | 1,788 | $358.7K | 0.15% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 1,786 | $358.3K | 0.13% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 1,785 | $358.1K | 0.04% | −50−2.7% | Reduced |
| Prepared Retirement Institute LLC | 1,785 | $358.1K | 0.15% | 00.0% | Unchanged |
| Camden National Bank | 1,785 | $358.1K | 0.05% | +1,785 | New |
| Rosenberg Matthew Hamilton | 1,784 | $357.9K | 0.07% | +233+15.0% | Added |
| Allied Private Wealth LLC | 1,861 | $357.3K | 0.23% | +1,861 | New |
| Mosaic Family Wealth Partners, LLC | 1,778 | $356.8K | 0.02% | +1,778 | New |
| Capstone Wealth Management, LLC | 1,777 | $356.5K | 0.17% | +1,777 | New |
| Mitchell Capital Management Co | 1,769 | $354.9K | 0.05% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 1,766 | $354.3K | 0.21% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,761 | $353.2K | 0.07% | +63+3.7% | Added |
| Symphony Financial, Ltd. Co. | 1,753 | $352.7K | 0.04% | +147+9.2% | Added |
| Quarry LP | 1,757 | $352.5K | 0.06% | +1,694+2,688.9% | Added |
| Signal Advisors Wealth, LLC | 1,752 | $351.4K | 0.02% | +331+23.3% | Added |
| Regal Investment Advisors LLC | 1,745 | $350.1K | 0.02% | +214+14.0% | Added |
| May Hill Capital, LLC | 1,741 | $349.4K | 0.07% | +222+14.6% | Added |
| Axxion S.A. | 1,729 | $346.9K | 0.02% | +1,729 | New |
| Cim Investment Mangement Inc | 1,719 | $344.9K | 0.08% | −164−8.7% | Reduced |
| Money Concepts Capital Corp | 1,716 | $344.4K | 0.02% | −220−11.4% | Reduced |
| Maridea Wealth Management LLC | 1,713 | $343.7K | 0.04% | +1,713 | New |
| Betterment LLC | 1,710 | $343.0K | 0.00% | −10−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 1,709 | $343.0K | 0.02% | −98−5.4% | Reduced |
| Werba Rubin Papier Wealth Management | 1,707 | $342.4K | 0.04% | +15+0.9% | Added |
| Seven Mile Advisory | 1,704 | $341.9K | 0.23% | −107−5.9% | Reduced |
| Global Trust Asset Management, LLC | 1,703 | $341.7K | 0.11% | −767−31.1% | Reduced |
| Onefund, LLC | 1,698 | $340.7K | 0.19% | −49−2.8% | Reduced |
| Opal Wealth Advisors, LLC | 1,698 | $340.7K | 0.07% | −18−1.0% | Reduced |
| Borer Denton & Associates, Inc. | 1,698 | $340.7K | 0.11% | +1,698 | New |
| PVG Asset Management Corp | 1,697 | $340.5K | 0.20% | +289+20.5% | Added |
| Mainsail Asset Management, LLC | 1,635 | $340.1K | 0.13% | +1,635 | New |
| First Citizens Financial Corp | 1,694 | $339.9K | 0.14% | −87−4.9% | Reduced |
| Strategic Blueprint, LLC | 1,691 | $339.2K | 0.02% | −151−8.2% | Reduced |
| Asset Advisory Group, Inc. | 1,677 | $336.4K | 0.15% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,673 | $335.6K | 0.08% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,652 | $335.1K | 0.12% | +24+1.5% | Added |
| Holistic Planning, LLC | 1,670 | $335.0K | 0.05% | +74+4.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,670 | $335.0K | 0.03% | −1,816−52.1% | Reduced |
| Avantra Family Wealth, Inc. | 1,669 | $334.8K | 0.21% | −626−27.3% | Reduced |
| Next Capital Management LLC | 1,668 | $334.6K | 0.09% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,666 | $334.2K | 0.06% | −98−5.6% | Reduced |
| Capital Asset Advisory Services LLC | 1,664 | $333.8K | 0.01% | +2+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 1,660 | $333.0K | 0.00% | +1,660 | New |
| Voleon Capital Management LP | 1,657 | $332.4K | 0.01% | −359−17.8% | Reduced |
| ELCO Management Co., LLC | 1,657 | $332.4K | 0.14% | +250+17.8% | Added |
| Cypress Capital Group | 1,651 | $331.2K | 0.03% | 00.0% | Unchanged |
| MQS Management LLC | 1,650 | $331.0K | 0.40% | +109+7.1% | Added |
| Almanack Investment Partners, LLC. | 1,644 | $329.8K | 0.04% | −2−0.1% | Reduced |
| F/M Investments LLC | 1,643 | $329.6K | 0.02% | −1−0.1% | Reduced |
| Stonebrook Private Inc. | 1,633 | $327.7K | 0.06% | +204+14.3% | Added |
| Westover Capital Advisors, LLC | 1,630 | $327.0K | 0.05% | 00.0% | Unchanged |
| Accuvest Global Advisors | 1,631 | $327.0K | 0.28% | +1,631 | New |
| Dynamic Wealth Strategies, LLC | 1,628 | $326.6K | 0.17% | +293+21.9% | Added |