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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 1,281 | $229.6K | 0.00% | +160+14.3% | Added |
| MCF Advisors LLC | 1,284 | $230.2K | 0.02% | −24−1.8% | Reduced |
| Heritage Wealth Advisors | 1,285 | $230.4K | 0.01% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 1,286 | $230.5K | 0.06% | −116−8.3% | Reduced |
| Versant Capital Management, Inc | 1,286 | $230.6K | 0.04% | +646+100.9% | Added |
| Richard P Slaughter Associates Inc | 1,290 | $231.3K | 0.05% | +1,290 | New |
| Genesis Private Wealth, LLC | 1,291 | $231.5K | 0.12% | +169+15.1% | Added |
| Cornerstone Wealth Group, LLC | 1,293 | $231.9K | 0.02% | +84+6.9% | Added |
| FourThought Financial Partners, LLC | 1,294 | $232.0K | 0.02% | −117−8.3% | Reduced |
| Quantitative Investment Management, LLC | 1,303 | $233.0K | 0.02% | −853−39.6% | Reduced |
| Capital Wealth Planning, LLC | 1,300 | $233.1K | 0.00% | +1,300 | New |
| Univest Financial Corp | 1,305 | $234.0K | 0.02% | −302−18.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,307 | $234.3K | 0.05% | +115+9.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,314 | $235.6K | 0.01% | +1,314 | New |
| Nikulski Financial, Inc. | 1,314 | $235.6K | 0.07% | +24+1.9% | Added |
| LVW Advisors, LLC | 1,317 | $236.1K | 0.03% | −70−5.0% | Reduced |
| Truvestments Capital LLC | 1,318 | $236.3K | 0.05% | +1,318 | New |
| Centurion Wealth Management LLC | 1,330 | $237.2K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,325 | $237.6K | 0.03% | +30+2.3% | Added |
| Smithfield Trust Co | 1,334 | $239.0K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,333 | $239.0K | 0.00% | −1,213−47.6% | Reduced |
| Wealthcare Advisory Partners LLC | 1,338 | $240.0K | 0.01% | +35+2.7% | Added |
| Medallion Wealth Advisors, LLC | 1,363 | $243.1K | 0.11% | +43+3.3% | Added |
| Eagle Bay Advisors LLC | 1,358 | $243.4K | 0.21% | +241+21.6% | Added |
| Caldwell Trust Co | 1,359 | $243.7K | 0.03% | −236−14.8% | Reduced |
| La Banque Postale Asset Management SA | 1,363 | $244.4K | 0.00% | −100−6.8% | Reduced |
| Money Concepts Capital Corp | 1,372 | $246.0K | 0.02% | −193−12.3% | Reduced |
| MONECO Advisors, LLC | 1,377 | $246.8K | 0.03% | +5+0.4% | Added |
| Ameritas Advisory Services, LLC | 1,383 | $247.2K | 0.01% | −11−0.8% | Reduced |
| Benin Management CORP | 1,385 | $248.3K | 0.07% | +188+15.7% | Added |
| OneAscent Family Office, LLC | 1,396 | $250.0K | 0.23% | −271−16.3% | Reduced |
| Carr Financial Group Corp | 1,395 | $250.1K | 0.08% | −670−32.4% | Reduced |
| Ausdal Financial Partners, Inc. | 1,397 | $250.5K | 0.02% | +1,397 | New |
| Portfolio Design Labs, LLC | 1,398 | $250.7K | 0.05% | −8,141−85.3% | Reduced |
| Heartwood Wealth Advisors LLC | 1,399 | $250.8K | 0.03% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,651 | $251.5K | 0.12% | −104−5.9% | Reduced |
| Novem Group | 1,406 | $252.1K | 0.04% | +1,406 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,408 | $252.5K | 0.04% | −14−1.0% | Reduced |
| Ariston Services Group | 1,412 | $253.2K | 0.21% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,413 | $253.4K | 0.01% | +117+9.0% | Added |
| Founders Financial Alliance, LLC | 1,417 | $254.1K | 0.06% | +129+10.0% | Added |
| RVW Wealth, LLC | 1,426 | $255.7K | 0.02% | +22+1.6% | Added |
| Human Investing LLC | 1,432 | $256.8K | 0.05% | +88+6.5% | Added |
| Marathon Capital Management | 1,434 | $257.1K | 0.07% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,444 | $258.8K | 0.04% | −27−1.8% | Reduced |
| CVA Family Office, LLC | 1,446 | $259.3K | 0.04% | +80+5.9% | Added |
| Guardian Partners Inc. | 1,475 | $260.3K | 0.03% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,453 | $260.5K | 0.07% | −51−3.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,454 | $260.7K | 0.01% | +1,454 | New |
| Johnson Investment Counsel Inc | 1,456 | $261.1K | 0.00% | +100+7.4% | Added |
| Ethos Financial Group, LLC | 1,465 | $261.2K | 0.02% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,457 | $261.2K | 0.08% | +10+0.7% | Added |
| RD Lewis Holdings, Inc. | 1,393 | $261.6K | 0.30% | −21−1.5% | Reduced |
| Passive Capital Management, LLC. | 1,462 | $262.1K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,470 | $263.6K | 0.01% | +281+23.6% | Added |
| Fortress Private Ledger, LLC | 1,476 | $264.6K | 0.15% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 1,478 | $265.0K | 0.05% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,479 | $265.2K | 0.04% | +41+2.9% | Added |
| Princeton Global Asset Management LLC | 1,495 | $268.1K | 0.05% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,496 | $268.2K | 0.04% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,499 | $268.8K | 0.03% | 00.0% | Unchanged |
| Willis Investment Counsel | 1,500 | $268.9K | 0.02% | −1,541−50.7% | Reduced |
| Harbour Trust & Investment Management Co | 1,500 | $268.9K | 0.03% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,500 | $269.0K | 0.04% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,501 | $269.1K | 0.15% | 00.0% | Unchanged |
| IMS Capital Management | 1,505 | $269.8K | 0.14% | 00.0% | Unchanged |
| Washington Trust Co | 1,510 | $270.7K | 0.01% | +15+1.0% | Added |
| Partners in Financial Planning | 1,511 | $270.9K | 0.05% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,512 | $271.1K | 0.13% | +1,512 | New |
| Catalyst Financial Partners LLC | 1,521 | $272.7K | 0.05% | +93+6.5% | Added |
| TD Private Client Wealth LLC | 1,521 | $272.7K | 0.01% | +178+13.3% | Added |
| Axiom Financial Strategies, LLC | 1,522 | $272.9K | 0.16% | +1,522 | New |
| Leonteq Securities AG | 1,535 | $274.0K | 0.02% | +269+21.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,530 | $274.3K | 0.15% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 1,540 | $274.5K | 0.10% | +1,540 | New |
| Charter Research & Investment Group, Inc. | 1,534 | $275.0K | 0.21% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,539 | $275.9K | 0.08% | +51+3.4% | Added |
| Dynamic Wealth Strategies, LLC | 1,540 | $276.1K | 0.23% | +14+0.9% | Added |
| Rosenberg Matthew Hamilton | 1,546 | $277.2K | 0.07% | +47+3.1% | Added |
| Chemistry Wealth Management LLC | 1,551 | $278.2K | 0.06% | −444−22.3% | Reduced |
| L2 Asset Management, LLC | 1,565 | $280.6K | 0.06% | +142+10.0% | Added |
| Beckerman Institutional, LLC | 1,568 | $281.0K | 0.20% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,570 | $281.5K | 0.10% | −12−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 1,599 | $282.1K | 0.02% | +1,599 | New |
| Cypress Capital Group | 1,576 | $282.6K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 1,584 | $284.0K | 0.01% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,585 | $284.2K | 0.03% | +1,585 | New |
| Resurgent Financial Advisors LLC | 1,599 | $286.7K | 0.17% | +39+2.5% | Added |
| Ruggaard & Associates LLC | 1,600 | $286.9K | 0.13% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,600 | $286.9K | 0.03% | +1,600 | New |
| WoodTrust Financial Corp | 1,601 | $287.0K | 0.04% | −8−0.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,604 | $287.6K | 0.04% | +39+2.5% | Added |
| Seven Mile Advisory | 1,606 | $288.0K | 0.19% | +1+0.1% | Added |
| Wealthstream Advisors, Inc. | 1,610 | $288.7K | 0.05% | 00.0% | Unchanged |
| Allianz SE | 1,610 | $288.7K | 0.01% | +460+40.0% | Added |
| Private Trust Co NA | 1,614 | $289.4K | 0.03% | −72−4.3% | Reduced |
| Strategic Equity Management | 1,625 | $291.4K | 0.12% | 00.0% | Unchanged |
| Garda Capital Partners LP | 1,626 | $291.5K | 0.16% | +1,626 | New |
| Cornerstone Wealth Management, LLC | 1,630 | $292.2K | 0.02% | −144−8.1% | Reduced |
| Exencial Wealth Advisors, LLC | 1,630 | $292.3K | 0.01% | +51+3.2% | Added |