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; 2,129 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
- 2,129
- +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
- 775 more reduced
30 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 | 2,129 | $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 |
|---|---|---|---|---|---|
| Vestcor Inc | 13,769 | $2.76M | 0.07% | −580−4.0% | Reduced |
| Griffin Asset Management, Inc. | 13,512 | $2.71M | 0.29% | −493−3.5% | Reduced |
| Garrett Investment Advisors LLC | 13,503 | $2.71M | 0.20% | −593−4.2% | Reduced |
| Verde Servicos Internacionais S.A. | 13,500 | $2.71M | 0.99% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,494 | $2.71M | 0.04% | +702+5.5% | Added |
| Shelton Capital Management | 13,448 | $2.70M | 0.05% | −116−0.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 13,438 | $2.70M | 0.90% | +118+0.9% | Added |
| Hudson Canyon Capital Management | 13,417 | $2.69M | 1.44% | −458−3.3% | Reduced |
| Independent Advisor Alliance | 13,284 | $2.66M | 0.06% | −1,421−9.7% | Reduced |
| Sowell Financial Services LLC | 13,127 | $2.63M | 0.09% | +551+4.4% | Added |
| Round Rock Advisors, LLC | 13,117 | $2.63M | 0.34% | +11+0.1% | Added |
| Raiffeisen Bank International AG | 13,002 | $2.63M | 0.03% | −2,676−17.1% | Reduced |
| Meitav Dash Investments Ltd | 13,091 | $2.63M | 0.02% | +1,236+10.4% | Added |
| Umb Bank N A | 12,990 | $2.61M | 0.03% | −303−2.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 12,960 | $2.60M | 0.72% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 12,909 | $2.59M | 0.37% | +12,909 | New |
| HighPoint Advisor Group LLC | 12,833 | $2.57M | 0.09% | +1,041+8.8% | Added |
| Dynasty Wealth Management, LLC | 12,674 | $2.54M | 0.02% | +293+2.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 12,445 | $2.50M | 0.17% | +240+2.0% | Added |
| Elyxium Wealth, LLC | 12,375 | $2.48M | 0.26% | +12,375 | New |
| IMA Wealth, Inc. | 12,366 | $2.48M | 0.16% | −994−7.4% | Reduced |
| SageGuard Financial Group, LLC | 12,364 | $2.48M | 0.35% | +3,494+39.4% | Added |
| Aviance Capital Partners, LLC | 12,357 | $2.48M | 0.26% | −281−2.2% | Reduced |
| V-Square Quantitative Management LLC | 12,348 | $2.48M | 0.24% | −217−1.7% | Reduced |
| Capital Group Private Client Services, Inc. | 12,325 | $2.47M | 0.03% | −264−2.1% | Reduced |
| Emissary Wealth LLC | 12,302 | $2.47M | 1.88% | +3,245+35.8% | Added |
| VestGen Advisors, LLC | 12,298 | $2.47M | 0.07% | −2,716−18.1% | Reduced |
| Atomi Financial Group, Inc. | 12,296 | $2.47M | 0.06% | +302+2.5% | Added |
| Nicolet Bankshares Inc | 12,133 | $2.46M | 0.08% | +4,842+66.4% | Added |
| Duncker Streett & Co Inc | 12,262 | $2.46M | 0.42% | −228−1.8% | Reduced |
| Twin Capital Management Inc | 12,230 | $2.45M | 0.27% | −139−1.1% | Reduced |
| Capstone Investment Advisors, LLC | 12,196 | $2.45M | 0.02% | −39,652−76.5% | Reduced |
| Trustmark National Bank Trust Department | 12,192 | $2.45M | 0.15% | −1,308−9.7% | Reduced |
| Peddock Capital Advisors, LLC | 12,143 | $2.44M | 0.49% | +30.0% | Added |
| EP Wealth Advisors, LLC | 12,130 | $2.43M | 0.01% | −223−1.8% | Reduced |
| Quinn Opportunity Partners LLC | 12,000 | $2.41M | 0.11% | +12,000 | New |
| Regatta Capital Group, LLC | 11,900 | $2.39M | 0.32% | +636+5.6% | Added |
| Vectors Research Management, LLC | 11,844 | $2.38M | 0.62% | −145−1.2% | Reduced |
| Z3 Capital Partners, LLC | 11,803 | $2.37M | 0.50% | +50.0% | Added |
| Great Lakes Retirement, Inc. | 11,803 | $2.37M | 0.21% | +1,373+13.2% | Added |
| Tandem Capital Management Corp | 11,646 | $2.34M | 0.98% | −120−1.0% | Reduced |
| Fiduciary Alliance LLC | 11,637 | $2.33M | 0.16% | −212−1.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,626 | $2.33M | 0.08% | −1,786−13.3% | Reduced |
| Legacy Financial Independent Advisors LLC | 11,529 | $2.31M | 1.09% | −10,385−47.4% | Reduced |
| Tema ETFs LLC | 11,393 | $2.29M | 0.07% | +1,015+9.8% | Added |
| Tower Research Capital LLC (TRC) | 11,325 | $2.27M | 0.06% | −26,361−69.9% | Reduced |
| Wedmont Private Capital | 11,261 | $2.27M | 0.06% | −31−0.3% | Reduced |
| TCG Advisory Services, LLC | 11,240 | $2.25M | 0.04% | +3,075+37.7% | Added |
| Vision Capital Management, Inc. | 11,204 | $2.25M | 0.26% | −556−4.7% | Reduced |
| HM Payson & Co | 11,136 | $2.23M | 0.03% | +254+2.3% | Added |
| Daymark Wealth Partners, LLC | 11,114 | $2.23M | 0.05% | +3,965+55.5% | Added |
| Bridges Investment Management Inc | 10,941 | $2.19M | 0.03% | +385+3.6% | Added |
| Advisors Capital Management, LLC | 10,877 | $2.18M | 0.02% | −644−5.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,570 | $2.12M | 0.04% | +32+0.3% | Added |
| Jacobi Capital Management LLC | 10,529 | $2.11M | 0.10% | +441+4.4% | Added |
| Dumont & Blake Investment Advisors LLC | 10,510 | $2.11M | 0.47% | −555−5.0% | Reduced |
| Courier Capital LLC | 10,499 | $2.11M | 0.11% | +65+0.6% | Added |
| Syon Capital LLC | 10,478 | $2.10M | 0.09% | −933−8.2% | Reduced |
| Sivia Capital Partners, LLC | 10,470 | $2.10M | 0.26% | −5,748−35.4% | Reduced |
| Diversify Wealth Management, LLC | 10,130 | $2.10M | 0.04% | +1,543+18.0% | Added |
| Diversify Advisory Services, LLC | 10,130 | $2.10M | 0.04% | +8,332+463.4% | Added |
| TCW Group Inc | 10,450 | $2.10M | 0.01% | +182+1.8% | Added |
| Somerset Trust Co | 10,424 | $2.09M | 0.59% | +85+0.8% | Added |
| 17 Capital Partners, LLC | 10,413 | $2.09M | 0.95% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10,406 | $2.09M | 0.43% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,397 | $2.09M | 0.03% | +662+6.8% | Added |
| River Street Advisors LLC | 10,348 | $2.08M | 0.61% | +890+9.4% | Added |
| 3Chopt Investment Partners, LLC | 10,346 | $2.08M | 0.39% | +10,346 | New |
| Exchange Traded Concepts, LLC | 10,301 | $2.07M | 0.01% | +1,469+16.6% | Added |
| Trust Investment Advisors | 10,257 | $2.06M | 0.98% | −15−0.1% | Reduced |
| Dynamic Advisor Solutions LLC | 10,234 | $2.05M | 0.06% | −255−2.4% | Reduced |
| Camelot Portfolios, LLC | 10,231 | $2.05M | 1.46% | +969+10.5% | Added |
| IFG Advisors, LLC | 10,221 | $2.05M | 0.28% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 10,217 | $2.05M | 0.51% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 10,215 | $2.05M | 0.34% | +9,075+796.1% | Added |
| Webster Bank, N. A. | 10,133 | $2.03M | 0.18% | −12,219−54.7% | Reduced |
| Beacon Investment Advisors LLC | 10,087 | $2.02M | 0.64% | +9+0.1% | Added |
| Nations Financial Group Inc, | 10,073 | $2.02M | 0.10% | −7,893−43.9% | Reduced |
| YHB Investment Advisors, Inc. | 10,044 | $2.02M | 0.13% | −6,411−39.0% | Reduced |
| American Assets Inc | 10,000 | $2.01M | 0.60% | −20,000−66.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 9,988 | $2.00M | 0.90% | +1,000+11.1% | Added |
| Wedbush Securities Inc | 9,965 | $2.00M | 0.05% | −512−4.9% | Reduced |
| City Holding Co | 9,910 | $1.99M | 0.22% | −234−2.3% | Reduced |
| Paradigm Asset Management Co LLC | 9,904 | $1.99M | 0.42% | +8,600+659.5% | Added |
| AlphaCore Capital LLC | 9,899 | $1.99M | 0.04% | +3,368+51.6% | Added |
| Ionic Capital Management LLC | 9,800 | $1.97M | 1.84% | +9,800 | New |
| Professional Financial Advisors, LLC | 9,710 | $1.95M | 0.34% | +8,408+645.8% | Added |
| Ballentine Partners, LLC | 9,675 | $1.94M | 0.02% | −280−2.8% | Reduced |
| Massmutual Trust Co FSB | 9,647 | $1.94M | 0.05% | −160−1.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,568 | $1.92M | 0.10% | +6,106+176.4% | Added |
| Burns J W & Co Inc | 9,526 | $1.91M | 0.20% | −74−0.8% | Reduced |
| MCF Advisors LLC | 9,488 | $1.90M | 0.07% | +501+5.6% | Added |
| Avidian Wealth Solutions, LLC | 9,487 | $1.90M | 0.05% | +488+5.4% | Added |
| Avestar Capital, LLC | 9,455 | $1.90M | 0.11% | +198+2.1% | Added |
| Miracle Mile Advisors, LLC | 9,433 | $1.89M | 0.02% | −209−2.2% | Reduced |
| AE Wealth Management LLC | 9,380 | $1.88M | 0.01% | +845+9.9% | Added |
| IFP Advisors, Inc | 9,342 | $1.87M | 0.03% | −5,365−36.5% | Reduced |
| First Citizens Bank & Trust Co | 9,327 | $1.87M | 0.03% | −13−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 9,323 | $1.87M | 0.23% | +1,409+17.8% | Added |
| Mission Wealth Management, LP | 9,319 | $1.87M | 0.02% | +4,880+109.9% | Added |