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 |
|---|---|---|---|---|---|
| Wilkerson Advisory Group LLC | 309 | $62.0K | 0.02% | +19+6.6% | Added |
| NBH Bank | 309 | $62.0K | 0.03% | +309 | New |
| Bank of New Hampshire | 293 | $58.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 286 | $57.4K | 0.08% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 285 | $57.2K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 286 | $57.0K | 0.02% | +4+1.4% | Added |
| Cornerstone Planning Group LLC | 280 | $56.3K | 0.01% | −2−0.7% | Reduced |
| Signature Resources Capital Management, LLC | 280 | $56.3K | 0.02% | +263+1,547.1% | Added |
| Fairscale Capital, LLC | 279 | $56.0K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 277 | $55.6K | 0.01% | +12+4.5% | Added |
| MeadowBrook Investment Advisors LLC | 277 | $55.6K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 275 | $55.2K | 0.01% | −631−69.6% | Reduced |
| Fortitude Family Office, LLC | 274 | $55.0K | 0.01% | +46+20.2% | Added |
| Kerr Financial Planning Corp | 271 | $54.2K | 0.06% | +1+0.4% | Added |
| NBT Bank N A | 269 | $54.0K | 0.00% | −50−15.7% | Reduced |
| Standard Family Office LLC | 268 | $53.8K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 262 | $52.6K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 257 | $51.6K | 0.01% | −70−21.4% | Reduced |
| ZRC Wealth Management, LLC | 256 | $51.4K | 0.02% | +148+137.0% | Added |
| Networth Advisors, LLC | 255 | $51.2K | 0.03% | +1+0.4% | Added |
| Arlington Trust Co LLC | 253 | $50.8K | 0.00% | +37+17.1% | Added |
| Rossby Financial, LCC | 252 | $50.6K | 0.01% | −621−71.1% | Reduced |
| Evolution Wealth Management Inc. | 250 | $50.2K | 0.03% | 00.0% | Unchanged |
| Regatta Research & Money Management | 246 | $49.4K | 0.05% | +246 | New |
| Vanguard National Trust Co | 244 | $49.0K | 0.00% | −113−31.7% | Reduced |
| Elevated Capital Advisors, LLC | 244 | $48.9K | 0.01% | +1+0.4% | Added |
| Action Point Financial Planning, LLC | 250 | $48.7K | 0.00% | +250 | New |
| Activest Wealth Management | 236 | $47.3K | 0.01% | +88+59.5% | Added |
| PEAK6 LLC | 235 | $47.1K | 0.00% | −6,674−96.6% | Reduced |
| Avion Wealth | 238 | $47.0K | 0.01% | +21+9.7% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 233 | $46.7K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 229 | $45.9K | 0.03% | −36−13.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 229 | $45.9K | 0.03% | −2−0.9% | Reduced |
| One River Asset Management, LLC | 226 | $45.3K | 0.22% | −160−41.5% | Reduced |
| Security National Bank | 220 | $44.1K | 0.01% | −300−57.7% | Reduced |
| Pin Oak Investment Advisors Inc | 219 | $44.0K | 0.03% | +1+0.5% | Added |
| DiNuzzo Private Wealth, Inc. | 217 | $43.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 216 | $43.3K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 203 | $41.7K | 0.02% | −6−2.9% | Reduced |
| Align Financial, LLC | 206 | $41.3K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 204 | $40.9K | 0.01% | +52+34.2% | Added |
| Tanglewood Legacy Advisors, LLC | 203 | $40.7K | 0.01% | 00.0% | Unchanged |
| Toews Corp | 203 | $40.7K | 0.01% | +203 | New |
| WealthCollab, LLC | 200 | $40.1K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 199 | $39.9K | 0.04% | +4+2.1% | Added |
| Dogwood Wealth Management LLC | 195 | $39.1K | 0.02% | −6−3.0% | Reduced |
| Caitlin John, LLC | 191 | $38.4K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 191 | $38.3K | 0.00% | +1+0.5% | Added |
| Valued Wealth Advisors LLC | 189 | $38.0K | 0.01% | +4+2.2% | Added |
| GoalVest Advisory LLC | 189 | $37.9K | 0.01% | +39+26.0% | Added |
| UMA Financial Services, Inc. | 182 | $36.5K | 0.00% | −170−48.3% | Reduced |
| Kemnay Advisory Services Inc. | 179 | $35.9K | 0.00% | +2+1.1% | Added |
| Albion Financial Group | 176 | $35.3K | 0.00% | −48−21.4% | Reduced |
| Advantage Trust Co | 175 | $35.1K | 0.01% | +175 | New |
| High Note Wealth, LLC | 174 | $34.9K | 0.01% | +69+65.7% | Added |
| Kilter Group LLC | 163 | $32.7K | 0.01% | −7−4.1% | Reduced |
| Washington Trust Advisors, Inc. | 163 | $32.7K | 0.00% | +20+14.0% | Added |
| Covestor Ltd | 158 | $32.0K | 0.02% | +2+1.3% | Added |
| EFG International AG | 158 | $31.7K | 0.00% | +77+95.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 155 | $31.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 155 | $31.1K | 0.00% | +138+811.8% | Added |
| Joseph Group Capital Management | 154 | $30.9K | 0.01% | +9+6.2% | Added |
| Colonial Trust Advisors | 153 | $30.7K | 0.00% | −663−81.3% | Reduced |
| ORG Wealth Partners, LLC | 153 | $30.7K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 152 | $30.6K | 0.01% | +152 | New |
| Concord Wealth Partners | 152 | $30.5K | 0.00% | +152 | New |
| Walsh & Associates, LLC | 150 | $30.1K | 0.02% | −50−25.0% | Reduced |
| Gould Capital, LLC | 150 | $30.1K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 149 | $30.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 144 | $28.9K | 0.01% | +41+39.8% | Added |
| Prosperity Bancshares Inc | 142 | $28.5K | 0.02% | −3−2.1% | Reduced |
| Sittner & Nelson, LLC | 140 | $28.1K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 126 | $28.0K | 0.00% | −34−21.3% | Reduced |
| Coston, McIsaac & Partners | 143 | $28.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 139 | $27.9K | 0.00% | −151−52.1% | Reduced |
| Private Wealth Asset Management, LLC | 139 | $27.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 138 | $27.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 138 | $27.7K | 0.00% | +14+11.3% | Added |
| Union Savings Bank | 136 | $27.3K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 135 | $27.1K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 134 | $26.9K | 0.02% | +134 | New |
| Founders Capital Management | 132 | $26.5K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 130 | $26.1K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 131 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 125 | $25.1K | 0.02% | +39+45.3% | Added |
| CrossGen Wealth, LLC | 124 | $24.9K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 124 | $24.9K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 122 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 118 | $23.7K | 0.01% | +118 | New |
| CBIZ Investment Advisory Services, LLC | 128 | $23.4K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 115 | $23.1K | 0.01% | +16+16.2% | Added |
| LOM Asset Management Ltd | 115 | $23.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 113 | $22.7K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 113 | $22.7K | 0.02% | +113 | New |
| Cherry Tree Wealth Management, LLC | 113 | $22.6K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 112 | $22.5K | 0.01% | −46−29.1% | Reduced |
| VSM Wealth Advisory, LLC | 112 | $22.5K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 112 | $22.5K | 0.01% | +44+64.7% | Added |
| Pacific Center for Financial Services | 111 | $22.3K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 111 | $22.3K | 0.01% | 00.0% | Unchanged |