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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 1,134 | $227.5K | 0.05% | −406−26.4% | Reduced |
| Maple Capital Management, Inc. | 1,132 | $227.1K | 0.01% | −15−1.3% | Reduced |
| Fieldview Capital Management, LLC | 1,132 | $227.1K | 0.06% | +1,132 | New |
| Inlet Private Wealth, LLC | 1,131 | $226.9K | 0.06% | −156−12.1% | Reduced |
| SeaCrest Wealth Management, LLC | 1,126 | $225.8K | 0.02% | −40−3.4% | Reduced |
| Goldstone Financial Group, LLC | 1,125 | $225.7K | 0.02% | −4−0.4% | Reduced |
| Rare Wolf Capital LLC | 1,125 | $225.7K | 0.14% | +1,125 | New |
| Legacy Advisors, LLC | 1,124 | $225.5K | 0.02% | +1,124 | New |
| Manchester Capital Management LLC | 1,124 | $225.5K | 0.03% | +77+7.4% | Added |
| Midland Wealth Advisors LLC | 1,121 | $224.9K | 0.01% | −169−13.1% | Reduced |
| Cullinan Associates Inc | 1,119 | $224.5K | 0.02% | 00.0% | Unchanged |
| First American Trust, FSB | 1,118 | $224.4K | 0.01% | +1,118 | New |
| Cyndeo Wealth Partners, LLC | 1,114 | $223.5K | 0.01% | −14−1.2% | Reduced |
| Northstar Asset Management LLC | 1,100 | $223.1K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 1,109 | $222.6K | 0.02% | −15−1.3% | Reduced |
| Fiducient Advisors LLC | 1,100 | $220.7K | 0.03% | −48−4.2% | Reduced |
| Summitry LLC | 1,100 | $220.7K | 0.01% | +1,100 | New |
| Wolverine Asset Management LLC | 1,098 | $220.3K | 0.00% | −4,172−79.2% | Reduced |
| Cypress Capital, LLC | 1,098 | $220.3K | 0.06% | −111−9.2% | Reduced |
| Baxter Bros Inc | 1,098 | $220.3K | 0.03% | +1,098 | New |
| Retirement Guys Formula LLC | 1,097 | $220.1K | 0.08% | −2−0.2% | Reduced |
| Aspen Grove Capital, LLC | 1,097 | $220.1K | 0.03% | +1,097 | New |
| LMG Wealth Partners, LLC | 1,097 | $220.1K | 0.04% | +1,097 | New |
| Kesler, Norman & Wride, LLC | 1,096 | $219.8K | 0.03% | −230−17.3% | Reduced |
| Mechanics Bank Trust Department | 1,091 | $218.9K | 0.03% | +1,091 | New |
| Elevated Financial Group LLC | 1,090 | $218.7K | 0.06% | −226−17.2% | Reduced |
| Fragasso Group Inc. | 1,089 | $218.5K | 0.01% | −1−0.1% | Reduced |
| Birch Capital Management, LLC | 1,088 | $218.3K | 0.11% | 00.0% | Unchanged |
| Kearns & Associates LLC | 1,085 | $217.7K | 0.10% | −1,085−50.0% | Reduced |
| Blalock Williams, LLC | 1,084 | $217.6K | 0.14% | −324−23.0% | Reduced |
| Canopy Partners, LLC | 1,084 | $217.5K | 0.07% | −174−13.8% | Reduced |
| Lebenthal Global Advisors, LLC | 1,083 | $217.3K | 0.03% | −1,894−63.6% | Reduced |
| Beacon Financial Group | 1,082 | $217.1K | 0.02% | +1,082 | New |
| First Command Advisory Services, Inc. | 1,082 | $217.1K | 0.00% | −111−9.3% | Reduced |
| Charter Capital Management, LLC | 1,082 | $217.1K | 0.10% | +1,082 | New |
| San Luis Wealth Advisors LLC | 1,081 | $216.9K | 0.03% | −275−20.3% | Reduced |
| United Asset Strategies, Inc. | 1,079 | $216.5K | 0.02% | −123−10.2% | Reduced |
| VCI Wealth Management LLC | 1,076 | $215.9K | 0.05% | −8,056−88.2% | Reduced |
| Coastal Investment Advisors, Inc. | 1,075 | $215.6K | 0.07% | +1,075 | New |
| Redhawk Wealth Advisors, Inc. | 1,073 | $215.2K | 0.02% | −296−21.6% | Reduced |
| Hyperion Capital Advisors LP | 1,071 | $214.9K | 0.10% | +1,071 | New |
| LaSalle St. Investment Advisors, LLC | 1,069 | $214.4K | 0.03% | −1,125−51.3% | Reduced |
| MJP Associates Inc | 1,067 | $214.1K | 0.02% | −604−36.1% | Reduced |
| Ariston Services Group | 1,064 | $213.5K | 0.12% | +1,064 | New |
| Warwick Investment Management, Inc. | 1,061 | $212.9K | 0.02% | +1,061 | New |
| Chico Wealth RIA | 1,060 | $212.7K | 0.11% | +1,060 | New |
| Pittenger & Anderson Inc | 1,059 | $212.5K | 0.01% | −221−17.3% | Reduced |
| Jeter Robert S II | 1,054 | $212.4K | 0.20% | +1,054 | New |
| Vertrix Wealth Management, LLC | 1,057 | $212.1K | 0.07% | +1,057 | New |
| Plancorp, LLC | 1,043 | $211.7K | 0.01% | +1,043 | New |
| Rathbone Brothers plc | 1,054 | $211.5K | 0.00% | +1,054 | New |
| Impact Capital Partners LLC | 1,054 | $211.5K | 0.06% | +1,054 | New |
| Focused Wealth Management, Inc | 1,054 | $211.4K | 0.02% | +1,054 | New |
| Total Clarity Wealth Management, Inc. | 1,052 | $211.1K | 0.04% | +1,052 | New |
| Carter Financial Group, INC. | 1,050 | $210.7K | 0.11% | −106−9.2% | Reduced |
| Principal Street Partners, LLC | 1,049 | $210.4K | 0.03% | +1,049 | New |
| 49 Wealth Management, LLC | 1,049 | $210.4K | 0.04% | +1,049 | New |
| Alongside, LLC | 1,049 | $210.4K | 0.04% | +1,049 | New |
| Commonwealth Financial Services, LLC | 1,049 | $210.4K | 0.03% | +1,049 | New |
| WealthTrust Axiom LLC | 1,048 | $210.2K | 0.05% | +1,048 | New |
| Convergence Investment Partners, LLC | 1,048 | $210.2K | 0.02% | −143−12.0% | Reduced |
| Fayez Sarofim & Co | 1,046 | $209.8K | 0.00% | −1,082−50.8% | Reduced |
| SlateStone Wealth, LLC | 1,040 | $209.0K | 0.02% | −248−19.3% | Reduced |
| ProVise Management Group, LLC | 1,040 | $208.6K | 0.01% | +1,040 | New |
| Quadrant Private Wealth Management, LLC | 1,037 | $208.1K | 0.05% | +1,037 | New |
| Gateway Wealth Partners, LLC | 1,034 | $207.5K | 0.01% | −1,210−53.9% | Reduced |
| Enterprise Financial Services Corp | 1,033 | $207.2K | 0.08% | +1,033 | New |
| Aureus Asset Management, LLC | 1,031 | $206.8K | 0.01% | +1,031 | New |
| Exchange Bank | 1,030 | $206.6K | 0.13% | −85−7.6% | Reduced |
| W Advisors, LLC | 1,029 | $206.5K | 0.09% | +1,029 | New |
| Orcam Financial Group | 1,028 | $206.2K | 0.10% | +1,028 | New |
| Roxbury Financial LLC | 1,023 | $205.3K | 0.16% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,022 | $205.0K | 0.03% | +1,022 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,019 | $204.4K | 0.03% | −1,399−57.9% | Reduced |
| First Hawaiian Bank | 1,019 | $204.4K | 0.03% | +1,019 | New |
| United Bank | 1,019 | $204.4K | 0.02% | +1,019 | New |
| Liberty Capital Management, Inc. | 1,019 | $204.4K | 0.04% | +1,019 | New |
| Clearwave Capital, LLC | 1,019 | $204.4K | 0.11% | +1,019 | New |
| Stevens Capital Management LP | 1,018 | $204.0K | 0.05% | −1,588−60.9% | Reduced |
| Curry Webb Wealth Management LLC | 1,016 | $203.8K | 0.08% | +1,016 | New |
| WealthPlan Investment Management, LLC | 1,016 | $203.8K | 0.01% | +1,016 | New |
| Nicholas Hoffman & Company, LLC. | 1,009 | $202.4K | 0.00% | +1,009 | New |
| Freestone Capital Holdings, LLC | 1,007 | $202.0K | 0.01% | +1,007 | New |
| Van Hulzen Asset Management, LLC | 1,006 | $201.8K | 0.01% | +1,006 | New |
| Willow Creek Capital Management, Inc. | 1,006 | $201.8K | 0.20% | +1,006 | New |
| Sovereign Financial Group, Inc. | 1,005 | $201.6K | 0.03% | +1,005 | New |
| Southern Michigan Bank & Trust | 1,004 | $201.3K | 0.07% | −28−2.7% | Reduced |
| LCNB Corp | 1,002 | $201.0K | 0.06% | +1,002 | New |
| Worth Financial Advisory Group, LLC | 1,002 | $201.0K | 0.08% | +1,002 | New |
| Private Wealth Partners, LLC | 1,000 | $200.6K | 0.01% | +1,000 | New |
| First Dallas Securities Inc. | 1,000 | $200.6K | 0.07% | +1,000 | New |
| Jupiter Wealth Management LLC | 1,000 | $200.6K | 0.08% | +1,000 | New |
| Wealth Architects, LLC | 999 | $200.4K | 0.02% | −154−13.4% | Reduced |
| Strategic Investment Advisors | 998 | $200.3K | 0.01% | −299−23.1% | Reduced |
| Quilter Plc | 998 | $200.2K | 0.00% | +998 | New |
| Evermay Wealth Management LLC | 983 | $197.2K | 0.02% | +100+11.3% | Added |
| AlphaCentric Advisors LLC | 970 | $194.6K | 0.16% | −389−28.6% | Reduced |
| Truvestments Capital LLC | 959 | $192.3K | 0.03% | −19−1.9% | Reduced |
| NBC Securities, Inc. | 947 | $190.0K | 0.01% | −1,507−61.4% | Reduced |
| Barrett & Company, Inc. | 937 | $188.1K | 0.05% | −6−0.6% | Reduced |