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 |
|---|---|---|---|---|---|
| Hilltop Partners LLC | 1,635 | $293.2K | 0.10% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,638 | $293.7K | 0.10% | −10−0.6% | Reduced |
| Legacy Advisors, LLC | 1,644 | $294.8K | 0.03% | +471+40.2% | Added |
| PFG Investments, LLC | 1,644 | $294.8K | 0.02% | +252+18.1% | Added |
| Advisory Alpha, LLC | 1,646 | $295.1K | 0.01% | +31+1.9% | Added |
| SCS Capital Management LLC | 1,649 | $295.7K | 0.00% | +1,649 | New |
| Compagnie Lombard Odier SCmA | 1,650 | $295.8K | 0.00% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,651 | $296.0K | 0.04% | +1,651 | New |
| Schechter Investment Advisors, LLC | 1,651 | $296.0K | 0.02% | −221−11.8% | Reduced |
| Bridgewater Advisors Inc. | 1,622 | $297.0K | 0.03% | +1,622 | New |
| Probity Advisors, Inc. | 1,660 | $297.6K | 0.06% | −176−9.6% | Reduced |
| Stock Yards Bank & Trust Co | 1,660 | $297.6K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,660 | $297.7K | 0.02% | +52+3.2% | Added |
| Vicus Capital | 1,660 | $297.7K | 0.03% | +1,660 | New |
| AGH Wealth Advisors, LLC | 1,661 | $297.8K | 0.29% | −245−12.9% | Reduced |
| F/M Investments LLC | 1,673 | $300.0K | 0.01% | −7−0.4% | Reduced |
| Wealth Alliance | 1,675 | $300.4K | 0.04% | +173+11.5% | Added |
| RiverFront Investment Group, LLC | 1,676 | $300.5K | 0.01% | +1,676 | New |
| Advisors Capital Management, LLC | 1,683 | $301.8K | 0.00% | +393+30.5% | Added |
| Plimoth Trust Co LLC | 1,693 | $303.6K | 0.08% | −175−9.4% | Reduced |
| Roman Butler Fullerton & Co | 1,869 | $305.7K | 0.12% | +17+0.9% | Added |
| KC Investment Advisors, LLC | 1,707 | $306.1K | 0.07% | +19+1.1% | Added |
| One Wealth Capital Management, LLC | 1,711 | $306.8K | 0.16% | +75+4.6% | Added |
| Lafayette Investments, Inc. | 1,734 | $310.9K | 0.07% | +1,734 | New |
| Studio Investment Management LLC | 1,740 | $312.0K | 0.06% | −65−3.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,742 | $312.3K | 0.01% | −3−0.2% | Reduced |
| Hickory Point Bank & Trust | 1,743 | $312.5K | 0.27% | −30−1.7% | Reduced |
| MGB Wealth Management, LLC | 1,746 | $312.8K | 0.11% | +1,746 | New |
| Fiducient Advisors LLC | 1,746 | $313.1K | 0.04% | +1,746 | New |
| CWA Asset Management Group, LLC | 1,756 | $314.9K | 0.02% | −260−12.9% | Reduced |
| Capital Analysts, LLC | 1,756 | $315.0K | 0.01% | −25−1.4% | Reduced |
| GTS Securities LLC | 1,760 | $315.6K | 0.01% | −1,251−41.5% | Reduced |
| Sage Mountain Advisors LLC | 1,765 | $316.5K | 0.02% | +563+46.8% | Added |
| Journey Strategic Wealth LLC | 1,771 | $317.6K | 0.01% | +5+0.3% | Added |
| Quantessence Capital LLC | 1,775 | $318.3K | 0.08% | +1,775 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,775 | $318.3K | 0.03% | +1,775 | New |
| Sunbelt Securities, Inc. | 1,778 | $318.8K | 0.03% | +1+0.1% | Added |
| Camden Capital, LLC | 1,800 | $319.3K | 0.03% | +1,800 | New |
| MBB Public Markets I LLC | 1,789 | $320.8K | 0.04% | +1,789 | New |
| Gladstone Institutional Advisory LLC | 1,799 | $322.6K | 0.02% | +22+1.2% | Added |
| Lockerman Financial Group, Inc. | 1,800 | $322.7K | 0.49% | 00.0% | Unchanged |
| Mathes Company, Inc. | 1,800 | $323.0K | 0.13% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 1,863 | $323.3K | 0.00% | +291+18.5% | Added |
| Trust Co of Virginia | 1,806 | $323.8K | 0.03% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 1,815 | $325.4K | 0.23% | +43+2.4% | Added |
| Berkshire Bank | 1,815 | $325.4K | 0.08% | +132+7.8% | Added |
| Calamos Wealth Management LLC | 1,822 | $326.7K | 0.02% | +1,822 | New |
| Mount Vernon Associates Inc | 1,825 | $327.0K | 0.27% | −225−11.0% | Reduced |
| Penserra Capital Management LLC | 1,851 | $331.0K | 0.01% | −883−32.3% | Reduced |
| Skopos Labs, Inc. | 1,853 | $332.1K | 0.07% | +298+19.2% | Added |
| AA Financial Advisors, LLC | 1,853 | $332.2K | 0.08% | +380+25.8% | Added |
| Ostrum Asset Management | 1,859 | $333.3K | 0.02% | −49−2.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,865 | $334.4K | 0.07% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,867 | $334.8K | 0.30% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,870 | $335.3K | 0.00% | −148−7.3% | Reduced |
| Blue Barn Wealth, LLC | 1,880 | $337.1K | 0.18% | −4−0.2% | Reduced |
| Johnson Financial Group, LLC | 1,893 | $339.4K | 0.04% | +1,893 | New |
| Romano Brothers and Company | 1,894 | $339.6K | 0.04% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 2,098 | $343.1K | 0.04% | −121−5.5% | Reduced |
| Naples Global Advisors, LLC | 1,917 | $343.7K | 0.03% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,925 | $345.2K | 0.08% | −1−0.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,925 | $345.2K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,928 | $345.7K | 0.01% | +102+5.6% | Added |
| Fulton Breakefield Broenniman LLC | 1,930 | $346.1K | 0.02% | +11+0.6% | Added |
| Spectrum Financial Alliance Ltd LLC | 1,931 | $346.2K | 0.11% | +104+5.7% | Added |
| One Wealth Advisors, LLC | 1,935 | $346.9K | 0.05% | +229+13.4% | Added |
| Paragon Capital Management Ltd | 1,935 | $347.0K | 0.07% | +6+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 1,937 | $347.3K | 0.03% | +10+0.5% | Added |
| Fortress Wealth Group, LLC | 1,900 | $347.9K | 0.17% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,959 | $351.2K | 0.05% | −60−3.0% | Reduced |
| StoneX Group Inc. | 1,959 | $351.3K | 0.02% | +10+0.5% | Added |
| Kahn Brothers Group Inc | 1,971 | $353.0K | 0.07% | +1,971 | New |
| Fundamentun, LLC | 1,972 | $353.6K | 0.02% | −55−2.7% | Reduced |
| Marion Wealth Management | 1,993 | $357.3K | 0.10% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,994 | $357.5K | 0.04% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,000 | $358.6K | 0.16% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $358.6K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,003 | $359.1K | 0.03% | +141+7.6% | Added |
| Challenger Wealth Management | 2,010 | $360.4K | 0.29% | −90−4.3% | Reduced |
| Greenspring Advisors, LLC | 2,018 | $361.8K | 0.09% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,023 | $362.8K | 0.00% | −16,408−89.0% | Reduced |
| Warner Financial, Inc | 2,028 | $364.0K | 0.16% | +2,028 | New |
| Cornerstone Select Advisors, LLC | 2,033 | $364.5K | 0.35% | 00.0% | Unchanged |
| XML Financial, LLC | 2,037 | $365.2K | 0.03% | −701−25.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,052 | $367.8K | 0.09% | −25−1.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,052 | $367.9K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 2,061 | $369.5K | 0.00% | −52−2.5% | Reduced |
| ProVise Management Group, LLC | 2,063 | $369.9K | 0.03% | −887−30.1% | Reduced |
| Alta Advisers Ltd | 2,079 | $372.8K | 0.16% | +800+62.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,080 | $372.9K | 0.05% | +17+0.8% | Added |
| Rockland Trust Co | 2,082 | $373.3K | 0.02% | −90−4.1% | Reduced |
| Norden Group LLC | 2,091 | $374.9K | 0.04% | +81+4.0% | Added |
| ICONIQ Capital, LLC | 2,099 | $376.4K | 0.01% | +407+24.1% | Added |
| AlTi Global, Inc. | 2,102 | $376.4K | 0.01% | −1,020−32.7% | Reduced |
| Westbourne Investments, Inc. | 2,100 | $376.5K | 0.23% | −200−8.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,103 | $377.1K | 0.04% | +43+2.1% | Added |
| Capital Investment Advisory Services, LLC | 2,107 | $377.8K | 0.03% | +2,107 | New |
| Investment Management Corp | 2,108 | $377.9K | 0.34% | 00.0% | Unchanged |
| Keel Point, LLC | 2,121 | $380.3K | 0.03% | +301+16.5% | Added |
| TCG Advisory Services, LLC | 2,123 | $380.7K | 0.02% | −169−7.4% | Reduced |