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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 1,625 | $326.0K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,624 | $325.9K | 0.04% | +1,624 | New |
| Summit Wealth Group LLC | 1,620 | $324.9K | 0.03% | +274+20.4% | Added |
| Bank of Nova Scotia Trust Co | 1,613 | $323.6K | 0.03% | −37−2.2% | Reduced |
| WoodTrust Financial Corp | 1,609 | $323.0K | 0.04% | +8+0.5% | Added |
| AlphaStar Capital Management, LLC | 1,609 | $322.8K | 0.02% | −123−7.1% | Reduced |
| CM Wealth Advisors LLC | 1,609 | $322.8K | 0.06% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,600 | $321.0K | 0.12% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,600 | $321.0K | 0.12% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,599 | $320.9K | 0.04% | +4+0.3% | Added |
| Heartwood Wealth Advisors LLC | 1,599 | $320.8K | 0.02% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1,594 | $320.7K | 0.14% | +258+19.3% | Added |
| Abundance Wealth Counselors | 1,595 | $320.0K | 0.02% | +209+15.1% | Added |
| D.B. Root & Company, LLC | 1,591 | $319.2K | 0.07% | +21+1.3% | Added |
| Chancellor Financial Group WB LP | 1,587 | $318.3K | 0.20% | +1,587 | New |
| Marco Investment Management LLC | 1,585 | $318.0K | 0.02% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,583 | $317.7K | 0.07% | +1,583 | New |
| 6th Street Advisors, LLC | 1,583 | $317.6K | 0.18% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,573 | $315.6K | 0.02% | +17+1.1% | Added |
| Keebeck Wealth Management, LLC | 1,573 | $315.6K | 0.03% | +113+7.7% | Added |
| Founders Grove Wealth Partners, LLC | 1,572 | $315.3K | 0.06% | −68−4.1% | Reduced |
| Prelude Capital Management, LLC | 1,567 | $314.4K | 0.02% | +1,567 | New |
| Cornerstone Advisory, LLC | 1,565 | $314.0K | 0.03% | +44+2.9% | Added |
| Crusonia Wealth Advisors LLC | 1,565 | $314.0K | 0.05% | +1,565 | New |
| Procyon Private Wealth Partners, LLC | 1,560 | $313.0K | 0.01% | −280−15.2% | Reduced |
| Bayforest Capital Ltd | 1,560 | $313.0K | 0.29% | +1,369+716.8% | Added |
| Princeton Capital Management LLC | 1,557 | $312.4K | 0.07% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,556 | $312.1K | 0.04% | +141+10.0% | Added |
| Patten & Patten Inc | 1,555 | $312.1K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,552 | $311.4K | 0.05% | −100−6.1% | Reduced |
| Beckerman Institutional, LLC | 1,551 | $311.2K | 0.15% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,546 | $310.2K | 0.03% | +398+34.7% | Added |
| Partners in Financial Planning | 1,545 | $310.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,544 | $309.8K | 0.03% | −13−0.8% | Reduced |
| BIP Wealth, LLC | 1,542 | $309.5K | 0.01% | +1,542 | New |
| Plimoth Trust Co LLC | 1,539 | $308.8K | 0.06% | −5−0.3% | Reduced |
| Accel Wealth Management | 1,539 | $308.7K | 0.07% | +3+0.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,537 | $308.4K | 0.13% | 00.0% | Unchanged |
| URS Advisory LLC | 1,537 | $308.3K | 0.17% | +7+0.5% | Added |
| D'Orazio & Associates, Inc. | 1,536 | $308.1K | 0.04% | +50+3.4% | Added |
| First Financial Group Corp | 1,534 | $307.9K | 0.22% | −50−3.2% | Reduced |
| Charter Research & Investment Group, Inc. | 1,534 | $307.8K | 0.19% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 1,532 | $307.4K | 0.09% | +14+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 1,531 | $307.1K | 0.01% | −890−36.8% | Reduced |
| RVW Wealth, LLC | 1,531 | $307.1K | 0.02% | 00.0% | Unchanged |
| Kelsey Financial, LLC | 1,531 | $307.1K | 0.23% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,526 | $306.1K | 0.11% | +172+12.7% | Added |
| Ewa, LLC | 1,522 | $305.3K | 0.06% | +75+5.2% | Added |
| GLOBALT Investments LLC | 1,520 | $304.9K | 0.01% | −4,036−72.6% | Reduced |
| Evernest Financial Advisors, LLC | 1,520 | $304.9K | 0.06% | +6+0.4% | Added |
| Claro Advisors LLC | 1,520 | $304.8K | 0.03% | +364+31.5% | Added |
| Salomon & Ludwin, LLC | 1,487 | $304.6K | 0.03% | +175+13.3% | Added |
| Quantum Financial Partners LLC | 1,518 | $304.5K | 0.16% | +1,518 | New |
| Fort Sheridan Advisors LLC | 1,512 | $303.3K | 0.03% | −175−10.4% | Reduced |
| Dillon & Associates Inc | 1,500 | $302.0K | 0.04% | −2−0.1% | Reduced |
| Benin Management CORP | 1,498 | $300.5K | 0.06% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,494 | $299.7K | 0.02% | +1,494 | New |
| Synergy Financial Group, LTD | 1,484 | $297.7K | 0.21% | −327−18.1% | Reduced |
| Arbor Investment Advisors, LLC | 1,482 | $297.4K | 0.03% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,480 | $296.8K | 0.06% | +1,480 | New |
| Hamilton Point Investment Advisors, LLC | 1,478 | $296.5K | 0.04% | 00.0% | Unchanged |
| MidFirst Bank | 1,477 | $296.3K | 0.02% | −451−23.4% | Reduced |
| Omnia Family Wealth, LLC | 1,475 | $295.9K | 0.08% | +255+20.9% | Added |
| SHP Wealth Management | 1,471 | $295.2K | 0.02% | +116+8.6% | Added |
| Global Financial Private Client, LLC | 1,469 | $294.7K | 0.08% | +16+1.1% | Added |
| AF Advisors, Inc. | 1,466 | $294.0K | 0.14% | +1+0.1% | Added |
| Quadcap Wealth Management, LLC | 1,465 | $293.9K | 0.03% | +67+4.8% | Added |
| Financial Advisory Service, Inc. | 1,464 | $293.6K | 0.02% | +1,464 | New |
| Vicus Capital | 1,460 | $292.8K | 0.02% | +6+0.4% | Added |
| Bell Bank | 1,458 | $292.5K | 0.01% | +1+0.1% | Added |
| Crown Wealth Group, LLC | 1,457 | $292.3K | 0.07% | +20+1.4% | Added |
| Carr Financial Group Corp | 1,452 | $291.3K | 0.07% | +25+1.8% | Added |
| GTS Securities LLC | 1,442 | $289.3K | 0.01% | −2,785−65.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,441 | $289.0K | 0.09% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,440 | $288.9K | 0.16% | +100+7.5% | Added |
| Ignite Planners, LLC | 1,433 | $287.9K | 0.04% | −105−6.8% | Reduced |
| Lipe & Dalton | 1,430 | $287.0K | 0.13% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,429 | $286.7K | 0.11% | +1,429 | New |
| Kachkovsky & Fisher, Inc. | 1,425 | $286.0K | 0.28% | +1,425 | New |
| Madison Asset Management, LLC | 1,421 | $285.1K | 0.00% | −1,507−51.5% | Reduced |
| Studio Investment Management LLC | 1,413 | $283.5K | 0.05% | −10−0.7% | Reduced |
| Asset Allocation Strategies LLC | 1,413 | $283.4K | 0.04% | +16+1.1% | Added |
| Legacy Wealth Advisors, LLC | 1,411 | $283.1K | 0.12% | +1,411 | New |
| Doliver Advisors, LP | 1,404 | $281.7K | 0.06% | −26−1.8% | Reduced |
| Meyer Handelman Co | 1,404 | $281.7K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,403 | $281.5K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,403 | $281.5K | 0.03% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 1,402 | $281.3K | 0.15% | +138+10.9% | Added |
| Bigelow Investment Advisors, LLC | 1,402 | $281.3K | 0.10% | +260+22.8% | Added |
| Eagle Bay Advisors LLC | 1,401 | $281.0K | 0.21% | −107−7.1% | Reduced |
| Colorado Capital Management, Inc. | 1,400 | $281.0K | 0.10% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,398 | $280.5K | 0.02% | −70−4.8% | Reduced |
| Titleist Asset Management, LLC | 1,387 | $278.2K | 0.02% | −60−4.1% | Reduced |
| Capital Advisors Inc | 1,384 | $277.8K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,376 | $276.1K | 0.01% | −20−1.4% | Reduced |
| Alhambra Investment Partners LLC | 1,369 | $274.7K | 0.12% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,359 | $272.6K | 0.01% | +118+9.5% | Added |
| ARS Wealth Advisors Group, LLC | 1,357 | $272.2K | 0.02% | +199+17.2% | Added |
| Guardian Wealth Advisors, LLC | 1,356 | $272.0K | 0.02% | +74+5.8% | Added |
| Twinbeech Capital LP | 1,351 | $271.0K | 0.05% | −6,462−82.7% | Reduced |