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 |
|---|---|---|---|---|---|
| Doheny Asset Management | 1,349 | $271.0K | 0.16% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 1,341 | $269.0K | 0.06% | +21+1.6% | Added |
| Fortem Financial Group, LLC | 1,340 | $268.8K | 0.05% | −10,275−88.5% | Reduced |
| Vantus Wealth LLC | 1,338 | $268.4K | 0.14% | +1,338 | New |
| Landaas & Co | 1,337 | $268.2K | 0.05% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,332 | $267.2K | 0.03% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,330 | $266.8K | 0.02% | +1,330 | New |
| Essex Savings Bank | 1,327 | $266.2K | 0.06% | −18−1.3% | Reduced |
| Tranquilli Financial Advisor LLC | 1,319 | $264.6K | 0.14% | +1,319 | New |
| Petix & Botte Co | 1,318 | $264.4K | 0.05% | +659+100.0% | Added |
| Kiley Juergens Wealth Management, LLC | 1,313 | $263.4K | 0.04% | +36+2.8% | Added |
| Pines Wealth Management, LLC | 1,305 | $261.8K | 0.08% | −112−7.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,303 | $261.4K | 0.02% | −520−28.5% | Reduced |
| Beacon Financial Advisory LLC | 1,303 | $261.3K | 0.05% | +35+2.8% | Added |
| Rooted Wealth Advisors, Inc. | 1,300 | $260.8K | 0.06% | +105+8.8% | Added |
| Northwest Bancshares, Inc. | 1,293 | $259.4K | 0.05% | −49−3.7% | Reduced |
| Fiduciary Group LLC | 1,290 | $258.8K | 0.02% | −21−1.6% | Reduced |
| New World Advisors LLC | 1,289 | $258.6K | 0.04% | +1,289 | New |
| New Covenant Trust Company, N.A. | 1,288 | $258.4K | 0.19% | +1,288 | New |
| Simmons Bank | 1,286 | $258.0K | 0.01% | +1,286 | New |
| Owl Creek Wealth Partners LLC | 1,284 | $257.6K | 0.08% | +40+3.2% | Added |
| Resurgent Financial Advisors LLC | 1,284 | $257.6K | 0.07% | −357−21.8% | Reduced |
| RB Capital Management, LLC | 1,278 | $256.4K | 0.05% | +1,278 | New |
| CoreCap Advisors, LLC | 1,278 | $256.3K | 0.01% | +487+61.6% | Added |
| Creative Financial Designs Inc | 1,275 | $255.8K | 0.01% | +220+20.9% | Added |
| Human Investing LLC | 1,274 | $255.6K | 0.03% | +43+3.5% | Added |
| Cove Private Wealth, LLC | 1,274 | $255.6K | 0.05% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,270 | $254.7K | 0.01% | −15−1.2% | Reduced |
| Principle Wealth Partners LLC | 1,270 | $254.7K | 0.01% | −92−6.8% | Reduced |
| Planning Alternatives Ltd | 1,265 | $253.8K | 0.03% | +1,265 | New |
| TBH Global Asset Management, LLC | 1,264 | $253.7K | 0.05% | +1,264 | New |
| Quantum Private Wealth, LLC | 1,259 | $252.6K | 0.06% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,254 | $252.0K | 0.02% | −438−25.9% | Reduced |
| Clear Creek Financial Management, LLC | 1,255 | $251.7K | 0.02% | −62−4.7% | Reduced |
| Brookwood Investment Group LLC | 1,251 | $251.0K | 0.03% | −740−37.2% | Reduced |
| Tiaa Trust, National Association | 1,251 | $251.0K | 0.01% | −326−20.7% | Reduced |
| Livet Wealth, LLC | 1,249 | $250.6K | 0.14% | −25−2.0% | Reduced |
| Lantz Financial LLC | 1,249 | $250.6K | 0.05% | −4−0.3% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,243 | $249.4K | 0.07% | +11+0.9% | Added |
| Howard Financial Services, Ltd. | 1,242 | $249.2K | 0.02% | −267−17.7% | Reduced |
| Alteri Wealth LLC | 1,240 | $248.9K | 0.07% | −72−5.5% | Reduced |
| Belvedere Trading LLC | 1,239 | $248.6K | 0.02% | +1,239 | New |
| Old Port Advisors | 1,238 | $248.4K | 0.05% | +13+1.1% | Added |
| West Paces Advisors Inc. | 1,237 | $248.2K | 0.04% | +1+0.1% | Added |
| First National Bank | 1,235 | $247.8K | 0.10% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,235 | $247.8K | 0.01% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,234 | $247.5K | 0.04% | −50−3.9% | Reduced |
| LJI Wealth Management, LLC | 1,233 | $247.4K | 0.03% | 00.0% | Unchanged |
| Thompson David Blair | 1,233 | $247.4K | 0.12% | +1,233 | New |
| AGH Wealth Advisors, LLC | 1,227 | $246.2K | 0.16% | −144−10.5% | Reduced |
| Integrity Alliance, LLC. | 1,225 | $245.9K | 0.01% | −503−29.1% | Reduced |
| S.E.E.D. Planning Group LLC | 1,226 | $245.9K | 0.06% | +1,226 | New |
| Lionshead Wealth Management, LLC | 1,223 | $245.4K | 0.16% | −13−1.1% | Reduced |
| Oakworth Capital, Inc. | 1,222 | $245.2K | 0.01% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,219 | $244.6K | 0.02% | +24+2.0% | Added |
| Jacobsen Capital Management | 1,218 | $244.4K | 0.07% | −15−1.2% | Reduced |
| Fortis Capital Management LLC | 1,217 | $244.2K | 0.03% | −65−5.1% | Reduced |
| Hirtle Callaghan & Co LLC | 1,210 | $242.8K | 0.01% | +1,210 | New |
| Linden Thomas Advisory Services, LLC | 1,209 | $242.6K | 0.02% | +14+1.2% | Added |
| True Wealth Design, LLC | 1,207 | $242.1K | 0.06% | +373+44.7% | Added |
| Primoris Wealth Advisors, LLC | 1,204 | $241.5K | 0.11% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,202 | $241.1K | 0.14% | +1,202 | New |
| Canton Hathaway, LLC | 1,200 | $240.7K | 0.05% | 00.0% | Unchanged |
| Unifi Asset Management LP | 1,200 | $240.7K | 0.17% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,199 | $240.6K | 0.02% | −244−16.9% | Reduced |
| GDS Wealth Management | 1,197 | $240.1K | 0.01% | +1,197 | New |
| N.E.W. Advisory Services LLC | 1,196 | $239.9K | 0.02% | −8−0.7% | Reduced |
| Philip James Wealth Mangement, LLC | 1,195 | $239.7K | 0.03% | −161−11.9% | Reduced |
| Atlas Wealth LLC | 1,192 | $239.1K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,190 | $238.8K | 0.01% | +25+2.1% | Added |
| Marathon Capital Management | 1,189 | $238.5K | 0.05% | −110−8.5% | Reduced |
| Fort Washington Investment Advisors Inc | 1,189 | $238.5K | 0.00% | −100−7.8% | Reduced |
| Novem Group | 1,187 | $238.1K | 0.02% | −776−39.5% | Reduced |
| Horizon Financial Services, LLC | 1,187 | $238.1K | 0.09% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,186 | $237.9K | 0.01% | +6+0.5% | Added |
| Flagship Wealth Advisors, LLC | 1,183 | $237.3K | 0.05% | +225+23.5% | Added |
| COFG Advisors, LLC | 1,179 | $236.6K | 0.04% | −71−5.7% | Reduced |
| Ocean Capital Management, LLC | 1,177 | $236.1K | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 1,174 | $235.5K | 0.03% | −206−14.9% | Reduced |
| RWM Asset Management, LLC | 1,124 | $235.0K | 0.03% | +513+84.0% | Added |
| Main Street Financial Solutions, LLC | 1,171 | $234.9K | 0.02% | −24−2.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,170 | $234.7K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,170 | $234.7K | 0.03% | +1,170 | New |
| Veracity Capital LLC | 1,169 | $234.6K | 0.06% | +32+2.8% | Added |
| Medallion Wealth Advisors, LLC | 1,166 | $234.0K | 0.08% | −361−23.6% | Reduced |
| Emergent Wealth Advisors, LLC | 1,822 | $233.9K | 0.12% | −243−11.8% | Reduced |
| Vance Wealth, Inc. | 1,164 | $233.5K | 0.05% | +1,164 | New |
| Cape Investment Advisory, Inc. | 1,164 | $233.5K | 0.06% | +1,164 | New |
| Dunhill Financial, LLC | 1,158 | $232.3K | 0.05% | −1,987−63.2% | Reduced |
| Centric Wealth Management | 1,221 | $231.9K | 0.04% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 1,152 | $231.1K | 0.02% | −451−28.1% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 1,156 | $231.0K | 0.08% | +1,156 | New |
| B&L Asset Management LLC | 1,150 | $230.7K | 0.08% | −173−13.1% | Reduced |
| Rodgers Brothers Inc. | 1,150 | $230.7K | 0.02% | 00.0% | Unchanged |
| Foundry Financial LLC | 1,150 | $230.6K | 0.08% | +1,150 | New |
| Magnus Financial Group LLC | 1,149 | $230.5K | 0.02% | −141−10.9% | Reduced |
| Caliber Wealth Management, LLC | 1,148 | $230.3K | 0.02% | +2+0.2% | Added |
| Eastern Bank | 1,147 | $230.1K | 0.00% | −44−3.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,146 | $229.9K | 0.04% | +4+0.4% | Added |
| Excelsior Advisor Network LLC | 1,135 | $227.7K | 0.03% | +1,135 | New |