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, Q1 2025
Institutional positions in Capital One Financial Corp as of Mar 31, 2025. 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
- 1,403
- +57 vs. Q4 2024
- Shares held
- 365.6M
- +6.66M (+1.9%) vs. Q4 2024
- Total value
- $65.5B
- +$1.63B (+2.6%) vs. Q4 2024
- New holders
- 178
- 516 more added
- Sold out
- 121
- 477 more reduced
16 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 74 | $13.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $13.4K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 75 | $13.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 75 | $13.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 76 | $13.6K | 0.01% | +4+5.6% | Added |
| Whipplewood Advisors, LLC | 1,090 | $13.6K | 0.01% | +1,012+1,297.4% | Added |
| Core Alternative Capital | 77 | $13.8K | 0.00% | −21−21.4% | Reduced |
| New England Capital Financial Advisors LLC | 80 | $14.3K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 80 | $14.3K | 0.00% | −11−12.1% | Reduced |
| N.E.W. Advisory Services LLC | 80 | $14.3K | 0.00% | +80 | New |
| Valued Wealth Advisors LLC | 81 | $14.6K | 0.01% | +7+9.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $14.8K | 0.00% | −16−16.3% | Reduced |
| BFSG, LLC | 85 | $15.2K | 0.00% | −65−43.3% | Reduced |
| Hallmark Capital Management Inc | 85 | $15.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 86 | $15.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 90 | $16.1K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 90 | $16.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 90 | $16.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 91 | $16.3K | 0.00% | +91 | New |
| Grayhawk Investment Strategies Inc. | 93 | $16.7K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 94 | $16.9K | 0.00% | +3+3.3% | Added |
| Wealth Preservation Advisors, LLC | 95 | $17.0K | 0.01% | +95 | New |
| ZRC Wealth Management, LLC | 96 | $17.2K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 98 | $17.6K | 0.01% | −11−10.1% | Reduced |
| Logan Capital Management Inc | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 100 | $17.9K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $17.9K | 0.00% | +99+9,900.0% | Added |
| Fourth Dimension Wealth, LLC | 100 | $17.9K | 0.01% | +100 | New |
| Kathleen S. Wright Associates Inc. | 102 | $18.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 107 | $19.2K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 111 | $19.9K | 0.01% | +1+0.9% | Added |
| Pacific Center for Financial Services | 111 | $19.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 116 | $20.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 119 | $21.2K | 0.01% | +54+83.1% | Added |
| Fortitude Family Office, LLC | 119 | $21.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 124 | $22.2K | 0.01% | −13−9.5% | Reduced |
| Founders Capital Management | 132 | $23.7K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 133 | $23.8K | 0.02% | +103+343.3% | Added |
| Carolinas Wealth Consulting LLC | 139 | $24.9K | 0.01% | +76+120.6% | Added |
| Sittner & Nelson, LLC | 140 | $25.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 141 | $25.3K | 0.00% | +3+2.2% | Added |
| JFS Wealth Advisors, LLC | 141 | $25.3K | 0.00% | +14+11.0% | Added |
| WPG Advisers, LLC | 142 | $25.5K | 0.02% | −23−13.9% | Reduced |
| Legacy Wealth Managment, LLC | 145 | $26.0K | 0.02% | 00.0% | Unchanged |
| Saudi Central Bank | 150 | $26.9K | 0.14% | +150 | New |
| Painted Porch Advisors LLC | 153 | $27.4K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 153 | $27.4K | 0.01% | +152+15,200.0% | Added |
| Private Wealth Management Group, LLC | 158 | $28.3K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 160 | $28.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 166 | $29.8K | 0.01% | +50+43.1% | Added |
| Silicon Valley Capital Partners | 173 | $29.9K | 0.00% | +1+0.6% | Added |
| Boyd Watterson Asset Management LLC | 169 | $30.3K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 171 | $30.7K | 0.01% | −41−19.3% | Reduced |
| Beacon Capital Management, LLC | 179 | $32.1K | 0.00% | +97+118.3% | Added |
| NewSquare Capital LLC | 192 | $34.4K | 0.00% | +159+481.8% | Added |
| Hexagon Capital Partners LLC | 195 | $35.0K | 0.01% | +5+2.6% | Added |
| WealthCollab, LLC | 200 | $35.9K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 207 | $37.1K | 0.01% | +32+18.3% | Added |
| Private Wealth Asset Management, LLC | 222 | $39.8K | 0.01% | +222 | New |
| Concord Wealth Partners | 224 | $40.2K | 0.01% | −8−3.4% | Reduced |
| GW&K Investment Management, LLC | 229 | $41.0K | 0.00% | +11+5.0% | Added |
| Murphy & Mullick Capital Management Corp | 229 | $41.1K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 236 | $42.0K | 0.01% | +236 | New |
| MV Capital Management, Inc. | 241 | $43.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 241 | $43.3K | 0.02% | +19+8.6% | Added |
| Loomis Sayles & Co L P | 243 | $44.0K | 0.00% | −132−35.2% | Reduced |
| NBT Bank N A | 250 | $44.8K | 0.00% | 00.0% | Unchanged |
| Motco | 256 | $45.9K | 0.00% | +137+115.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 258 | $46.3K | 0.09% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 259 | $46.4K | 0.00% | +243+1,518.8% | Added |
| Evelyn Partners Investment Management Services Ltd | 260 | $46.6K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 268 | $48.1K | 0.06% | −201−42.9% | Reduced |
| Rossby Financial, LCC | 264 | $48.2K | 0.02% | +264 | New |
| Lavaca Capital LLC | 275 | $49.3K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 277 | $49.7K | 0.01% | +14+5.3% | Added |
| Bank of New Hampshire | 278 | $49.8K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 291 | $52.2K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 300 | $53.8K | 0.05% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 300 | $53.8K | 0.03% | +300 | New |
| ESL Trust Services, LLC | 302 | $54.1K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 304 | $54.5K | 0.04% | +34+12.6% | Added |
| Copia Wealth Management | 305 | $54.7K | 0.05% | +305 | New |
| First Financial Corp | 306 | $54.9K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 309 | $55.0K | 0.04% | −402−56.5% | Reduced |
| Pinnacle Bancorp, Inc. | 328 | $58.8K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 328 | $58.8K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 328 | $58.8K | 0.01% | +67+25.7% | Added |
| AlphaCore Capital LLC | 333 | $59.7K | 0.01% | +333 | New |
| Trust Co | 335 | $60.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 343 | $61.5K | 0.01% | +208+154.1% | Added |
| Old Point Trust & Financial Services N A | 344 | $61.7K | 0.02% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 348 | $62.4K | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $66.3K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 375 | $67.0K | 0.03% | +375 | New |
| CNB Bank | 377 | $67.6K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 398 | $69.0K | 0.04% | +14+3.6% | Added |
| Pin Oak Investment Advisors Inc | 396 | $69.0K | 0.05% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 386 | $69.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 388 | $69.6K | 0.00% | +346+823.8% | Added |
| J.Safra Asset Management Corp | 390 | $69.9K | 0.01% | 00.0% | Unchanged |