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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 391 | $70.1K | 0.02% | −402−50.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 394 | $70.6K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 397 | $71.2K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 397 | $71.2K | 0.00% | +397 | New |
| Westside Investment Management, Inc. | 400 | $71.7K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 409 | $73.3K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 429 | $76.9K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 437 | $78.4K | 0.04% | +12+2.8% | Added |
| Putney Financial Group LLC | 443 | $79.4K | 0.08% | −112−20.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $84.3K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 470 | $84.3K | 0.00% | +252+115.6% | Added |
| Country Trust Bank | 500 | $89.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 501 | $89.8K | 0.01% | +501 | New |
| ORG Wealth Partners, LLC | 516 | $92.0K | 0.03% | +516 | New |
| Security National Bank | 520 | $93.2K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 527 | $94.5K | 0.00% | +164+45.2% | Added |
| Y.D. More Investments Ltd | 540 | $96.8K | 0.01% | +66+13.9% | Added |
| Hemington Wealth Management | 545 | $97.0K | 0.02% | +34+6.7% | Added |
| Toth Financial Advisory Corp | 585 | $104.9K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 593 | $106.3K | 0.02% | +3+0.5% | Added |
| First Community Trust NA | 635 | $113.9K | 0.10% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 648 | $116.1K | 0.01% | +41+6.8% | Added |
| Anchor Investment Management, LLC | 653 | $117.1K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 657 | $117.8K | 0.01% | −4,354−86.9% | Reduced |
| Game Plan Financial Advisors, LLC | 675 | $121.0K | 0.06% | +275+68.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 700 | $121.5K | 0.00% | +700 | New |
| First Command Advisory Services, Inc. | 681 | $122.1K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 688 | $123.4K | 0.05% | +23+3.5% | Added |
| Colonial Trust Co | 706 | $126.6K | 0.02% | −144−16.9% | Reduced |
| Evermay Wealth Management LLC | 720 | $129.1K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 735 | $131.8K | 0.00% | −945−56.3% | Reduced |
| Monetary Management Group Inc | 750 | $134.5K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 752 | $134.8K | 0.11% | −44−5.5% | Reduced |
| Flagship Wealth Advisors, LLC | 757 | $135.7K | 0.06% | 00.0% | Unchanged |
| Tobam | 758 | $136.0K | 0.06% | −478−38.7% | Reduced |
| Creative Financial Designs Inc | 768 | $137.7K | 0.01% | +394+105.3% | Added |
| NBC Securities, Inc. | 795 | $142.0K | 0.01% | +795 | New |
| Optimum Investment Advisors | 800 | $143.4K | 0.07% | +700+700.0% | Added |
| Dunhill Financial, LLC | 800 | $143.5K | 0.07% | −224−21.9% | Reduced |
| Hanson & Doremus Investment Management | 803 | $144.0K | 0.02% | −79−9.0% | Reduced |
| GHP Investment Advisors, Inc. | 812 | $145.6K | 0.01% | +2+0.2% | Added |
| West Paces Advisors Inc. | 821 | $147.2K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 868 | $155.6K | 0.02% | +868 | New |
| Tompkins Financial Corp | 911 | $163.3K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 919 | $164.8K | 0.00% | +919 | New |
| Barrett & Company, Inc. | 925 | $165.9K | 0.07% | −1−0.1% | Reduced |
| SBI Securities Co., Ltd. | 945 | $169.4K | 0.01% | +768+433.9% | Added |
| Rothschild Investment LLC | 951 | $170.5K | 0.01% | −48−4.8% | Reduced |
| Grove Bank & Trust | 973 | $174.5K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 994 | $178.2K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,194 | $185.0K | 0.13% | −357−23.0% | Reduced |
| Cromwell Holdings LLC | 1,095 | $196.3K | 0.13% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,118 | $200.5K | 0.10% | −44−3.8% | Reduced |
| One Capital Management, LLC | 1,120 | $200.8K | 0.01% | +1,120 | New |
| Moss Adams Wealth Advisors LLC | 1,137 | $203.9K | 0.02% | +1,137 | New |
| Essex Savings Bank | 1,143 | $204.9K | 0.05% | +1,143 | New |
| Peoples Bank | 1,145 | $205.3K | 0.14% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,146 | $205.5K | 0.02% | +1,146 | New |
| NDVR, Inc. | 1,149 | $206.0K | 0.21% | +1,149 | New |
| MontVue Capital Management, Inc. | 1,157 | $207.5K | 0.17% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,164 | $208.7K | 0.09% | −10,212−89.8% | Reduced |
| Delta Financial Group, Inc. | 1,157 | $209.0K | 0.05% | +1,157 | New |
| Blackhawk Capital Partners LLC. | 1,170 | $209.8K | 0.11% | −115−8.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,170 | $209.8K | 0.02% | 00.0% | Unchanged |
| Helium Advisors LLC | 1,171 | $210.0K | 0.15% | +23+2.0% | Added |
| Roxbury Financial LLC | 1,049 | $210.3K | 0.21% | +1+0.1% | Added |
| LifePlan Financial, LLC | 1,174 | $210.5K | 0.18% | −62−5.0% | Reduced |
| Agf Management Ltd | 1,183 | $212.1K | 0.00% | +22+1.9% | Added |
| WSFS Capital Management, LLC | 1,183 | $212.1K | 0.01% | +1,183 | New |
| Kera Capital Partners, Inc. | 1,184 | $212.3K | 0.06% | +1,184 | New |
| Flagship Harbor Advisors, LLC | 1,185 | $212.5K | 0.01% | −70−5.6% | Reduced |
| Farmers National Bank | 1,190 | $213.4K | 0.06% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,193 | $213.9K | 0.08% | −83−6.5% | Reduced |
| Chesapeake Wealth Management | 1,195 | $214.3K | 0.08% | −50−4.0% | Reduced |
| Fort Washington Investment Advisors Inc | 1,196 | $214.4K | 0.00% | −45−3.6% | Reduced |
| Old Port Advisors | 1,197 | $214.6K | 0.06% | −35−2.8% | Reduced |
| Savvy Advisors, Inc. | 1,198 | $214.8K | 0.02% | +1,198 | New |
| Denali Advisors LLC | 1,200 | $215.2K | 0.02% | −2,700−69.2% | Reduced |
| Camelot Portfolios, LLC | 1,200 | $215.2K | 0.13% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,200 | $215.2K | 0.04% | +1,200 | New |
| Mutual Advisors, LLC | 1,178 | $215.3K | 0.01% | +1,178 | New |
| D'Orazio & Associates, Inc. | 1,208 | $216.6K | 0.03% | +6+0.5% | Added |
| Sigma Planning Corp | 1,209 | $216.9K | 0.01% | +29+2.5% | Added |
| Fayez Sarofim & Co | 1,215 | $217.8K | 0.00% | −300−19.8% | Reduced |
| KCM Investment Advisors LLC | 1,216 | $218.0K | 0.01% | +1,216 | New |
| Mission Wealth Management, LP | 1,221 | $219.0K | 0.01% | +1,221 | New |
| Twin Peaks Wealth Advisors, LLC | 1,339 | $219.1K | 0.10% | +57+4.4% | Added |
| Baker Avenue Asset Management, LP | 1,224 | $219.4K | 0.01% | +1,224 | New |
| Founders Grove Wealth Partners, LLC | 1,224 | $219.5K | 0.06% | +1,224 | New |
| LJI Wealth Management, LLC | 1,233 | $221.1K | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 1,250 | $224.1K | 0.01% | +1,250 | New |
| Requisite Capital Management, LLC | 1,252 | $224.5K | 0.05% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,253 | $224.7K | 0.06% | −96−7.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,255 | $225.0K | 0.03% | +1+0.1% | Added |
| United Asset Strategies, Inc. | 1,255 | $225.0K | 0.02% | −300−19.3% | Reduced |
| Fiduciary Family Office, LLC | 1,258 | $225.6K | 0.08% | +1,258 | New |
| Quantum Private Wealth, LLC | 1,259 | $225.8K | 0.09% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,269 | $227.5K | 0.02% | +1,269 | New |
| Williams Jones Wealth Management, LLC. | 1,274 | $228.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,275 | $228.6K | 0.13% | +189+17.4% | Added |