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 |
|---|---|---|---|---|---|
| Lewis Asset Management, LLC | 9,314 | $1.87M | 0.65% | +9,314 | New |
| Wealth Advisors of Tampa Bay, LLC | 9,313 | $1.87M | 0.57% | +140+1.5% | Added |
| Manuka Financial, LLC | 9,294 | $1.86M | 0.97% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 9,286 | $1.86M | 0.09% | −194−2.0% | Reduced |
| Virtus Investment Advisers, Inc. | 9,283 | $1.86M | 0.43% | +543+6.2% | Added |
| Kingswood Wealth Advisors, LLC | 9,277 | $1.86M | 0.08% | +1,328+16.7% | Added |
| Phoenix Holdings Ltd. | 9,258 | $1.86M | 0.01% | −422,046−97.9% | Reduced |
| Aaron Wealth Advisors | 9,241 | $1.85M | 0.09% | +264+2.9% | Added |
| Montag A & Associates Inc | 9,181 | $1.84M | 0.08% | −2,717−22.8% | Reduced |
| Argent Trust Co | 9,180 | $1.84M | 0.05% | −125−1.3% | Reduced |
| EntryPoint Capital, LLC | 9,136 | $1.83M | 0.44% | +7,663+520.2% | Added |
| Capital International Sarl | 9,098 | $1.83M | 0.03% | −12,016−56.9% | Reduced |
| We Are One Seven, LLC | 8,954 | $1.80M | 0.03% | −3,410−27.6% | Reduced |
| Fulton Bank, N.A. | 8,908 | $1.79M | 0.05% | +1,969+28.4% | Added |
| Ashton Thomas Private Wealth, LLC | 8,890 | $1.78M | 0.04% | +445+5.3% | Added |
| First Horizon Corp | 8,813 | $1.77M | 0.07% | −306−3.4% | Reduced |
| Stenger Family Office, LLC | 8,713 | $1.75M | 0.28% | +847+10.8% | Added |
| Fidelis Capital Partners, LLC | 8,702 | $1.75M | 0.10% | −2,393−21.6% | Reduced |
| Carmel Capital Partners, LLC | 8,687 | $1.74M | 0.58% | −3,415−28.2% | Reduced |
| Plato Investment Management Ltd | 8,644 | $1.72M | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 8,581 | $1.72M | 0.03% | +147+1.7% | Added |
| CSS LLC | 8,566 | $1.72M | 0.08% | +1,680+24.4% | Added |
| Compass Capital Corp | 7,875 | $1.71M | 0.56% | −1,878−19.3% | Reduced |
| Ancora Advisors, LLC | 8,525 | $1.71M | 0.03% | −594−6.5% | Reduced |
| Allen Investment Management LLC | 8,490 | $1.70M | 0.02% | +8,490 | New |
| Bull Harbor Capital LLC | 8,480 | $1.70M | 0.33% | +3,127+58.4% | Added |
| Sagespring Wealth Partners, LLC | 8,462 | $1.70M | 0.03% | +29+0.3% | Added |
| XTX Topco Ltd | 8,461 | $1.70M | 0.02% | −77,898−90.2% | Reduced |
| Independence Bank of Kentucky | 8,325 | $1.67M | 0.19% | +468+6.0% | Added |
| Snowden Capital Advisors LLC | 8,318 | $1.67M | 0.04% | +109+1.3% | Added |
| Greenspring Advisors, LLC | 8,303 | $1.67M | 0.09% | +2,262+37.4% | Added |
| Whelan Financial | 8,288 | $1.66M | 0.45% | +702+9.3% | Added |
| Allstate Corp | 8,262 | $1.66M | 0.02% | −2,980−26.5% | Reduced |
| SNS Financial Group, LLC | 8,244 | $1.65M | 0.03% | +8,244 | New |
| Family Legacy, Inc. | 8,219 | $1.65M | 0.44% | +113+1.4% | Added |
| Cambria Investment Management, L.P. | 8,164 | $1.64M | 0.08% | +1,489+22.3% | Added |
| Leonteq Securities AG | 8,146 | $1.63M | 0.10% | −7,157−46.8% | Reduced |
| Kinneret Advisory, LLC | 8,144 | $1.63M | 0.13% | 00.0% | Unchanged |
| Haverford Trust Co | 8,123 | $1.63M | 0.01% | −574−6.6% | Reduced |
| Main Street Group, LTD | 8,119 | $1.63M | 0.38% | −19−0.2% | Reduced |
| Crawford Investment Counsel Inc | 8,080 | $1.62M | 0.03% | +245+3.1% | Added |
| Portfolio Design Labs, LLC | 8,061 | $1.62M | 0.27% | +457+6.0% | Added |
| FIL Ltd | 8,060 | $1.62M | 0.00% | +1,902+30.9% | Added |
| Premier Path Wealth Partners, LLC | 8,050 | $1.61M | 0.19% | +153+1.9% | Added |
| Canal Capital Management, LLC | 8,022 | $1.61M | 0.20% | +5+0.1% | Added |
| Kornitzer Capital Management Inc | 8,005 | $1.61M | 0.03% | +8,005 | New |
| RFG Advisory, LLC | 7,978 | $1.60M | 0.03% | +1,040+15.0% | Added |
| Adviser Investments LLC | 7,925 | $1.59M | 0.02% | +35+0.4% | Added |
| Founders Financial Securities LLC | 7,887 | $1.58M | 0.08% | −7−0.1% | Reduced |
| SageView Advisory Group, LLC | 7,814 | $1.57M | 0.05% | −817−9.5% | Reduced |
| CSM Advisors, LLC | 7,784 | $1.56M | 0.03% | −811−9.4% | Reduced |
| Cidel Asset Management Inc | 7,783 | $1.56M | 0.08% | −206−2.6% | Reduced |
| Savvy Advisors, Inc. | 7,778 | $1.56M | 0.03% | +2,658+51.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,734 | $1.55M | 0.23% | +74+1.0% | Added |
| South State Corp. | 7,722 | $1.55M | 0.06% | +2,086+37.0% | Added |
| Regions Financial Corp | 7,704 | $1.55M | 0.01% | −2,602−25.2% | Reduced |
| Frank, Rimerman Advisors LLC | 7,693 | $1.54M | 0.09% | +109+1.4% | Added |
| Rowland & Co Investment Counsel | 7,669 | $1.54M | 0.28% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 7,632 | $1.53M | 0.09% | +624+8.9% | Added |
| Central Trust Co | 7,601 | $1.52M | 0.03% | −1,893−19.9% | Reduced |
| MYDA Advisors LLC | 7,589 | $1.52M | 0.37% | +7,589 | New |
| Kingstone Capital Partners Texas, LLC | 7,575 | $1.52M | 0.81% | −452−5.6% | Reduced |
| Meridian Financial Partners LLC | 7,241 | $1.51M | 0.52% | +9+0.1% | Added |
| Northwest & Ethical Investments L.P. | 7,505 | $1.51M | 0.04% | −9,189−55.0% | Reduced |
| Ethos Financial Group, LLC | 7,202 | $1.50M | 0.10% | +5,313+281.3% | Added |
| Galvin, Gaustad & Stein, LLC | 7,491 | $1.50M | 0.11% | −216−2.8% | Reduced |
| First National Bank of Omaha | 7,421 | $1.50M | 0.04% | −300−3.9% | Reduced |
| Western Wealth Management, LLC | 7,463 | $1.50M | 0.05% | +118+1.6% | Added |
| South Shore Capital Advisors | 7,454 | $1.50M | 1.00% | +511+7.4% | Added |
| Silvant Capital Management LLC | 7,445 | $1.49M | 0.04% | 00.0% | Unchanged |
| 71 West Capital Partners | 7,436 | $1.49M | 0.05% | +3,195+75.3% | Added |
| Parkside Financial Bank & Trust | 7,374 | $1.48M | 0.10% | −55−0.7% | Reduced |
| Advisors Asset Management, Inc. | 7,360 | $1.48M | 0.02% | +1,188+19.2% | Added |
| Moors & Cabot, Inc. | 7,353 | $1.48M | 0.06% | −361−4.7% | Reduced |
| Stock Yards Bank & Trust Co | 7,343 | $1.47M | 0.04% | −246−3.2% | Reduced |
| Brookstone Capital Management | 7,342 | $1.47M | 0.01% | +1,490+25.5% | Added |
| Level Four Advisory Services, LLC | 7,324 | $1.47M | 0.04% | +1,742+31.2% | Added |
| NewEdge Wealth, LLC | 7,268 | $1.46M | 0.01% | +1,265+21.1% | Added |
| Adirondack Capital Advisors, LLC | 7,265 | $1.46M | 0.78% | −255−3.4% | Reduced |
| Sagewood Asset Management LP | 7,225 | $1.45M | 0.33% | +454+6.7% | Added |
| Valeo Financial Advisors, LLC | 7,222 | $1.45M | 0.03% | +528+7.9% | Added |
| Sovran Advisors, LLC | 6,796 | $1.44M | 0.11% | +179+2.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 52,322 | $1.44M | 0.43% | +50,672+3,071.0% | Added |
| Parallax Volatility Advisers, L.P. | 7,128 | $1.43M | 0.05% | +7,121+101,728.6% | Added |
| Waddell & Associates, LLC | 7,096 | $1.42M | 0.07% | +3,505+97.6% | Added |
| Banque Cantonale Vaudoise | 7,022 | $1.41M | 0.05% | −15,954−69.4% | Reduced |
| Leisure Capital Management | 7,017 | $1.41M | 0.44% | +359+5.4% | Added |
| Groupama Asset Managment | 6,970 | $1.41M | 0.02% | +827+13.5% | Added |
| Portside Wealth Group, LLC | 7,011 | $1.41M | 0.16% | +336+5.0% | Added |
| Tiemann Investment Advisors, LLC | 7,008 | $1.41M | 0.51% | −104−1.5% | Reduced |
| Trust Asset Management LLC | 7,001 | $1.40M | 0.09% | −99−1.4% | Reduced |
| Hennessy Advisors Inc | 7,000 | $1.40M | 0.04% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 6,974 | $1.40M | 0.31% | +290+4.3% | Added |
| Advisors Preferred, LLC | 6,800 | $1.39M | 0.22% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 6,927 | $1.39M | 0.21% | 00.0% | Unchanged |
| Inceptionr LLC | 6,904 | $1.39M | 0.34% | −1,685−19.6% | Reduced |
| OpenArc Corporate Advisory, LLC | 6,875 | $1.38M | 0.02% | −743−9.8% | Reduced |
| Permanent Capital Management, LP | 6,859 | $1.38M | 0.18% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,793 | $1.36M | 0.05% | −282−4.0% | Reduced |
| Axxcess Wealth Management, LLC | 6,766 | $1.36M | 0.02% | +6,766 | New |