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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 2,126 | $381.2K | 0.00% | +2,126 | New |
| Foundations Investment Advisors, LLC | 2,127 | $381.4K | 0.01% | +90+4.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,131 | $382.1K | 0.04% | −7−0.3% | Reduced |
| Mma Asset Management LLC | 2,133 | $382.4K | 0.16% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,135 | $382.8K | 0.02% | −593−21.7% | Reduced |
| David Loasby | 2,367 | $383.8K | 0.04% | +177+8.1% | Added |
| Howard Capital Management Inc. | 2,149 | $385.3K | 0.01% | −332−13.4% | Reduced |
| Viawealth, LLC | 2,153 | $386.0K | 0.24% | +452+26.6% | Added |
| Opal Wealth Advisors, LLC | 2,155 | $386.4K | 0.12% | +64+3.1% | Added |
| Shelton Capital Management | 2,157 | $386.8K | 0.01% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,161 | $387.5K | 0.11% | +56+2.7% | Added |
| Neville Rodie & Shaw Inc | 2,165 | $388.0K | 0.03% | −2,400−52.6% | Reduced |
| Kearns & Associates LLC | 2,170 | $389.1K | 0.25% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $389.8K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,175 | $390.1K | 0.14% | +6+0.3% | Added |
| Fiduciary Trust Co | 2,178 | $390.6K | 0.01% | −84−3.7% | Reduced |
| Systematic Alpha Investments, LLC | 2,181 | $391.1K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 2,188 | $392.0K | 0.07% | −1,732−44.2% | Reduced |
| Quent Capital, LLC | 2,199 | $394.3K | 0.04% | +270+14.0% | Added |
| James J. Burns & Company, LLC | 2,212 | $396.6K | 0.07% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,214 | $397.0K | 0.20% | +325+17.2% | Added |
| Ci Investments Inc. | 2,218 | $398.0K | 0.00% | −268−10.8% | Reduced |
| First Citizens Bank & Trust Co | 2,220 | $398.0K | 0.01% | +278+14.3% | Added |
| LRI Investments, LLC | 2,226 | $399.1K | 0.04% | −427−16.1% | Reduced |
| Clarius Group, LLC | 2,228 | $399.5K | 0.03% | −97−4.2% | Reduced |
| Mission Financial Group, LLC | 2,204 | $402.0K | 0.37% | +2,204 | New |
| Welch Group, LLC | 2,331 | $404.5K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,268 | $406.7K | 0.01% | −9−0.4% | Reduced |
| Curat Global, LLC | 2,280 | $408.8K | 0.50% | +2,280 | New |
| Western Financial Corp | 2,282 | $409.2K | 0.24% | +99+4.5% | Added |
| IHT Wealth Management, LLC | 2,294 | $411.3K | 0.01% | +427+22.9% | Added |
| TD Waterhouse Canada Inc. | 2,367 | $421.5K | 0.00% | +274+13.1% | Added |
| Marcum Wealth, LLC | 2,375 | $425.8K | 0.04% | −4−0.2% | Reduced |
| Kovack Advisors, Inc. | 2,382 | $427.1K | 0.05% | +148+6.6% | Added |
| Conning Inc. | 2,385 | $427.6K | 0.01% | −44−1.8% | Reduced |
| Matrix Asset Advisors Inc | 2,414 | $432.8K | 0.05% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,414 | $432.9K | 0.19% | −199−7.6% | Reduced |
| Integrated Quantitative Investments LLC | 2,430 | $435.7K | 0.21% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,444 | $438.2K | 0.02% | −60−2.4% | Reduced |
| Convergence Financial, LLC | 2,447 | $438.8K | 0.09% | −26−1.1% | Reduced |
| Auxano Advisors, LLC | 2,456 | $440.4K | 0.12% | +2,456 | New |
| ASB Consultores, LLC | 2,458 | $440.7K | 0.29% | −571−18.9% | Reduced |
| Hara Capital LLC | 2,465 | $442.0K | 0.30% | −70−2.8% | Reduced |
| Montecito Bank & Trust | 2,473 | $443.4K | 0.08% | +20+0.8% | Added |
| Manchester Capital Management LLC | 2,475 | $443.7K | 0.05% | −219−8.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,475 | $443.8K | 0.03% | −14,989−85.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,499 | $448.1K | 0.03% | +29+1.2% | Added |
| Thompson Davis & Co., Inc. | 2,524 | $452.6K | 0.36% | +2,524 | New |
| Cambria Investment Management, L.P. | 2,534 | $454.3K | 0.03% | −246−8.8% | Reduced |
| Riverview Trust Co | 2,536 | $454.7K | 0.45% | −6−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 2,545 | $456.3K | 0.05% | −94−3.6% | Reduced |
| 626 Financial, LLC | 2,546 | $456.5K | 0.23% | 00.0% | Unchanged |
| Whelan Financial | 2,560 | $459.0K | 0.18% | +2,560 | New |
| Busey Wealth Management | 2,564 | $459.7K | 0.02% | −72−2.7% | Reduced |
| Larson Financial Group LLC | 2,566 | $460.0K | 0.02% | +150+6.2% | Added |
| Moneta Group Investment Advisors LLC | 2,573 | $461.4K | 0.01% | +212+9.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,660 | $461.6K | 0.07% | −9−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,649 | $475.0K | 0.00% | −25,709−90.7% | Reduced |
| Proficio Capital Partners LLC | 2,674 | $479.5K | 0.04% | +118+4.6% | Added |
| Bingham Private Wealth, LLC | 2,705 | $485.0K | 0.50% | +386+16.6% | Added |
| Simon Quick Advisors, LLC | 2,708 | $485.6K | 0.03% | +503+22.8% | Added |
| IFP Advisors, Inc | 2,710 | $486.0K | 0.01% | +307+12.8% | Added |
| Sunflower Bank, N.A. | 2,716 | $487.0K | 0.14% | +11+0.4% | Added |
| Acropolis Investment Management, LLC | 2,728 | $489.1K | 0.03% | −105−3.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,735 | $490.4K | 0.03% | +32+1.2% | Added |
| EverSource Wealth Advisors, LLC | 2,739 | $491.1K | 0.03% | +661+31.8% | Added |
| Buckingham Strategic Partners | 2,742 | $491.5K | 0.01% | +1,341+95.7% | Added |
| King Luther Capital Management Corp | 2,745 | $492.2K | 0.00% | +1,278+87.1% | Added |
| Richardson Financial Services Inc. | 2,767 | $496.1K | 0.38% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 2,776 | $497.7K | 0.23% | +619+28.7% | Added |
| Diversified Investment Strategies, LLC | 2,777 | $497.9K | 0.34% | −450−13.9% | Reduced |
| Circle Wealth Management, LLC | 2,778 | $498.2K | 0.01% | −53−1.9% | Reduced |
| Pointe Capital Management LLC | 2,779 | $498.3K | 0.29% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,782 | $498.8K | 0.01% | −150−5.1% | Reduced |
| Capital Group Private Client Services, Inc. | 2,782 | $498.8K | 0.00% | −77,379−96.5% | Reduced |
| Qtron Investments LLC | 2,792 | $500.6K | 0.07% | −440−13.6% | Reduced |
| First PREMIER Bank | 2,799 | $502.0K | 0.13% | −200−6.7% | Reduced |
| Warren Averett Asset Management, LLC | 2,812 | $504.1K | 0.01% | +867+44.6% | Added |
| Prossimo Advisors, LLC | 2,825 | $507.0K | 0.38% | +21+0.7% | Added |
| Bank of Hawaii | 2,855 | $511.9K | 0.03% | +2,855 | New |
| Financial Security Advisor, Inc. | 2,875 | $515.5K | 0.13% | −40−1.4% | Reduced |
| Waterway Wealth Management, LLC | 2,876 | $515.8K | 0.21% | −190−6.2% | Reduced |
| Fulton Bank, N.A. | 2,892 | $518.5K | 0.02% | −130−4.3% | Reduced |
| Atlantic Union Bankshares Corp | 2,904 | $520.7K | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,911 | $521.9K | 0.02% | +67+2.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,924 | $524.3K | 0.00% | +2,176+290.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,932 | $525.3K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,934 | $526.0K | 0.04% | +5+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $526.0K | 0.15% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,955 | $529.8K | 0.00% | +406+15.9% | Added |
| Oak Harbor Wealth Partners, LLC | 2,987 | $535.6K | 0.15% | +2,987 | New |
| EP Wealth Advisors, LLC | 2,991 | $536.2K | 0.00% | −489−14.1% | Reduced |
| Gryphon Financial Partners LLC | 2,998 | $537.5K | 0.08% | +46+1.6% | Added |
| Hartford Financial Management Inc. | 3,000 | $537.9K | 0.11% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $537.9K | 0.41% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,015 | $540.6K | 0.49% | −405−11.8% | Reduced |
| Joel Isaacson & Co., LLC | 3,024 | $542.2K | 0.02% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 3,059 | $548.5K | 0.18% | +310+11.3% | Added |
| Bank of Stockton | 3,065 | $549.6K | 0.18% | −132−4.1% | Reduced |
| Perigon Wealth Management, LLC | 3,072 | $550.8K | 0.01% | −36−1.2% | Reduced |