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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 3,108 | $557.3K | 0.04% | +50+1.6% | Added |
| Atlas Capital Advisors LLC | 3,114 | $558.3K | 0.07% | −1,191−27.7% | Reduced |
| tru Independence LLC | 3,147 | $564.3K | 0.18% | +38+1.2% | Added |
| Empower Advisory Group, LLC | 3,149 | $564.6K | 0.00% | +28+0.9% | Added |
| Harbor Investment Advisory, LLC | 3,155 | $565.7K | 0.06% | −205−6.1% | Reduced |
| Legacy Financial Advisors, Inc. | 3,182 | $570.6K | 0.10% | +571+21.9% | Added |
| Stonegate Investment Group, LLC | 3,187 | $571.4K | 0.02% | −687−17.7% | Reduced |
| Ingalls & Snyder LLC | 3,190 | $572.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,198 | $573.0K | 0.02% | −19−0.6% | Reduced |
| Frank, Rimerman Advisors LLC | 3,205 | $574.7K | 0.05% | +138+4.5% | Added |
| Csenge Advisory Group | 3,538 | $575.9K | 0.03% | +46+1.3% | Added |
| Verition Fund Management LLC | 3,240 | $580.9K | 0.00% | −6,250−65.9% | Reduced |
| Moors & Cabot, Inc. | 3,264 | $585.2K | 0.03% | −97−2.9% | Reduced |
| Aaron Wealth Advisors | 3,282 | $588.5K | 0.07% | +101+3.2% | Added |
| Everpar Advisors LLC | 3,285 | $589.0K | 0.31% | −55−1.6% | Reduced |
| Global Trust Asset Management, LLC | 3,291 | $590.0K | 0.36% | −145−4.2% | Reduced |
| Kinneret Advisory, LLC | 3,304 | $592.4K | 0.06% | −11−0.3% | Reduced |
| Central Trust Co | 3,307 | $592.9K | 0.01% | −505−13.2% | Reduced |
| Chicago Partners Investment Group LLC | 3,180 | $593.2K | 0.02% | +656+26.0% | Added |
| First National Trust Co | 3,322 | $595.6K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,330 | $597.1K | 0.12% | +558+20.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $598.1K | 0.14% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,416 | $612.5K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 3,428 | $614.6K | 0.06% | +3,428 | New |
| Verdence Capital Advisors LLC | 3,432 | $615.4K | 0.05% | +102+3.1% | Added |
| Valley National Advisers Inc | 3,473 | $622.0K | 0.11% | −144−4.0% | Reduced |
| Commerzbank Aktiengesellschaft | 3,476 | $624.0K | 0.01% | +1,227+54.6% | Added |
| Hudson Valley Investment Advisors Inc | 3,500 | $627.5K | 0.07% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,514 | $630.1K | 0.02% | +150+4.5% | Added |
| Kathmere Capital Management, LLC | 3,523 | $631.7K | 0.05% | −2−0.1% | Reduced |
| Umb Bank N A | 3,567 | $639.6K | 0.01% | −154−4.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,570 | $640.1K | 0.04% | −111−3.0% | Reduced |
| Raiffeisen Bank International AG | 3,734 | $648.1K | 0.01% | −242−6.1% | Reduced |
| Colonial River Wealth Management, LLC | 3,630 | $650.9K | 0.36% | +3,630 | New |
| Ameritas Investment Partners, Inc. | 3,632 | $651.2K | 0.02% | −85−2.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,635 | $651.8K | 0.12% | −2,377−39.5% | Reduced |
| Brookstone Capital Management | 3,680 | $659.9K | 0.01% | +466+14.5% | Added |
| Baader Bank INC | 3,713 | $663.4K | 0.07% | +3,713 | New |
| Quotient Wealth Partners, LLC | 3,725 | $667.9K | 0.02% | −356−8.7% | Reduced |
| Impact Partnership Wealth, LLC | 3,726 | $668.1K | 0.14% | +3,726 | New |
| Ronald Blue Trust, Inc. | 3,775 | $676.8K | 0.01% | +694+22.5% | Added |
| Fidelis Capital Partners, LLC | 3,727 | $681.0K | 0.07% | −35−0.9% | Reduced |
| Richwood Investment Advisors, LLC | 3,811 | $683.3K | 0.58% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,838 | $688.0K | 0.13% | −54−1.4% | Reduced |
| FIL Ltd | 3,866 | $693.2K | 0.00% | −568−12.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,882 | $696.0K | 0.02% | +3,882 | New |
| Great Valley Advisor Group, Inc. | 3,895 | $698.4K | 0.02% | +973+33.3% | Added |
| Future Fund LLC | 3,933 | $705.2K | 0.91% | +3,933 | New |
| Armstrong Advisory Group, Inc | 3,977 | $709.1K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,018 | $716.0K | 0.02% | −74−1.8% | Reduced |
| RMR Wealth Builders | 4,006 | $718.3K | 0.08% | −9−0.2% | Reduced |
| Crestwood Advisors Group LLC | 4,025 | $721.7K | 0.01% | +517+14.7% | Added |
| Summit Financial, LLC | 4,050 | $726.1K | 0.02% | −620−13.3% | Reduced |
| Promethium Advisors,llc | 4,062 | $728.4K | 0.47% | −136−3.2% | Reduced |
| We Are One Seven, LLC | 4,113 | $737.5K | 0.03% | −623−13.2% | Reduced |
| Western Wealth Management, LLC | 4,148 | $743.7K | 0.05% | −104−2.4% | Reduced |
| South State Corp. | 4,162 | $746.2K | 0.03% | +92+2.3% | Added |
| Sumitomo Life Insurance Co | 4,163 | $746.4K | 0.03% | +40+1.0% | Added |
| Capital Investment Advisors, LLC | 4,174 | $748.4K | 0.01% | +2,332+126.6% | Added |
| Integrated Advisors Network LLC | 4,175 | $748.6K | 0.04% | −24,520−85.5% | Reduced |
| Daymark Wealth Partners, LLC | 4,188 | $750.9K | 0.03% | +413+10.9% | Added |
| Unified Investment Management | 4,194 | $752.0K | 0.89% | −830−16.5% | Reduced |
| Sowell Financial Services LLC | 4,243 | $760.8K | 0.03% | +4,243 | New |
| Integrated Investment Consultants, LLC | 4,264 | $764.5K | 0.15% | −243−5.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,287 | $768.6K | 0.01% | +1,213+39.5% | Added |
| Premier Path Wealth Partners, LLC | 4,288 | $768.8K | 0.12% | +300+7.5% | Added |
| JBF Capital, Inc. | 4,300 | $771.0K | 0.15% | −700−14.0% | Reduced |
| Sagespring Wealth Partners, LLC | 4,364 | $782.6K | 0.02% | +906+26.2% | Added |
| Siemens Fonds Invest GmbH | 4,367 | $783.0K | 0.05% | +240+5.8% | Added |
| Trust Asset Management LLC | 4,398 | $788.6K | 0.06% | −68−1.5% | Reduced |
| Rossmore Private Capital | 4,406 | $790.0K | 0.10% | +4,406 | New |
| Ironwood Investment Counsel, LLC | 4,436 | $795.4K | 0.14% | −784−15.0% | Reduced |
| Aspen Wealth Strategies, LLC | 4,436 | $795.4K | 0.52% | −117−2.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,448 | $797.5K | 0.06% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,454 | $798.6K | 0.15% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,454 | $798.6K | 0.10% | +311+7.5% | Added |
| Continuum Advisory, LLC | 4,492 | $805.4K | 0.10% | +363+8.8% | Added |
| Brevan Howard Capital Management LP | 4,574 | $806.1K | 0.02% | +4,574 | New |
| Evergreen Capital Management LLC | 4,544 | $814.7K | 0.03% | +141+3.2% | Added |
| Soltis Investment Advisors LLC | 4,606 | $825.8K | 0.07% | +144+3.2% | Added |
| Edgestream Partners, L.P. | 4,609 | $826.4K | 0.03% | +1,060+29.9% | Added |
| Permanens Capital L.P. | 4,653 | $834.3K | 0.15% | +1,314+39.4% | Added |
| Stony Point Wealth Management Inc. | 4,667 | $836.8K | 0.36% | −81−1.7% | Reduced |
| Bryn Mawr Trust Co | 4,693 | $841.5K | 0.02% | +436+10.2% | Added |
| NorthRock Partners, LLC | 4,747 | $851.1K | 0.03% | +856+22.0% | Added |
| Venture Visionary Partners LLC | 4,782 | $857.5K | 0.04% | +1,400+41.4% | Added |
| Intact Investment Management Inc. | 4,800 | $860.6K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 4,809 | $862.3K | 0.07% | +1,088+29.2% | Added |
| Keybank National Association | 4,823 | $864.8K | 0.00% | −50−1.0% | Reduced |
| Bank Ozk | 4,843 | $868.3K | 0.36% | −277−5.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,860 | $871.4K | 0.23% | +2,860+143.0% | Added |
| Central Pacific Bank - Trust Division | 4,875 | $874.1K | 0.12% | −550−10.1% | Reduced |
| Plato Investment Management Ltd | 4,839 | $877.0K | 0.07% | −138−2.8% | Reduced |
| Change Path, LLC | 4,903 | $879.1K | 0.03% | +217+4.6% | Added |
| Baker Tilly Wealth Management, LLC | 4,911 | $880.6K | 0.35% | +87+1.8% | Added |
| NewEdge Wealth, LLC | 4,914 | $881.1K | 0.02% | +424+9.4% | Added |
| Malaga Cove Capital, LLC | 4,919 | $882.0K | 0.38% | −26−0.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,980 | $892.9K | 0.18% | +817+19.6% | Added |
| Modern Wealth Management, LLC | 4,988 | $894.4K | 0.03% | +238+5.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $896.5K | 0.28% | 00.0% | Unchanged |