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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 5,023 | $900.6K | 0.03% | +115+2.3% | Added |
| Centiva Capital, LP | 5,054 | $906.2K | 0.05% | +5,054 | New |
| Ballentine Partners, LLC | 5,067 | $908.5K | 0.02% | +951+23.1% | Added |
| Glenview Trust Co | 5,089 | $912.5K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 5,119 | $917.8K | 0.01% | −1,885−26.9% | Reduced |
| Uncommon Cents Investing LLC | 5,170 | $927.0K | 0.27% | +435+9.2% | Added |
| Bank & Trust Co | 5,192 | $930.9K | 0.76% | −37−0.7% | Reduced |
| Platform Technology Partners | 5,193 | $931.1K | 0.27% | +2,385+84.9% | Added |
| Profund Advisors LLC | 5,208 | $933.8K | 0.04% | −143−2.7% | Reduced |
| Centaurus Financial, Inc. | 5,233 | $938.0K | 0.06% | +5,233 | New |
| E. Ohman J:or Asset Management AB | 5,250 | $941.3K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,255 | $942.3K | 0.03% | −659−11.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,268 | $944.6K | 0.06% | −70−1.3% | Reduced |
| Wedmont Private Capital | 5,870 | $944.9K | 0.05% | +105+1.8% | Added |
| Sebold Capital Management, Inc. | 5,270 | $944.9K | 0.62% | −154−2.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,277 | $946.2K | 0.34% | −111−2.1% | Reduced |
| Northern Financial Advisors Inc | 5,314 | $952.9K | 0.79% | −54−1.0% | Reduced |
| USA Financial Portformulas Corp | 5,376 | $963.9K | 0.16% | +4,018+295.9% | Added |
| Eagle Harbor Asset Management Inc | 5,391 | $966.6K | 0.98% | −515−8.7% | Reduced |
| Caxton Associates LLP | 5,398 | $967.9K | 0.03% | +5,398 | New |
| Allworth Financial LP | 5,286 | $978.2K | 0.01% | +178+3.5% | Added |
| Caas Capital Management LP | 5,461 | $979.2K | 0.46% | +5,461 | New |
| Prosperity Consulting Group, LLC | 5,475 | $981.7K | 0.08% | −152−2.7% | Reduced |
| Equitable Trust Co | 5,486 | $983.6K | 0.05% | −113−2.0% | Reduced |
| SummitTX Capital, L.P. | 5,525 | $990.6K | 0.04% | +5,525 | New |
| City Holding Co | 5,542 | $993.7K | 0.14% | +532+10.6% | Added |
| RFG Advisory, LLC | 5,542 | $993.7K | 0.03% | +19+0.3% | Added |
| William B. Walkup & Associates, Inc. | 5,600 | $1.00M | 0.61% | +10+0.2% | Added |
| Power Wealth Management LLC | 5,632 | $1.01M | 0.41% | −263−4.5% | Reduced |
| Jeppson Wealth Management, LLC | 5,647 | $1.01M | 0.37% | −20−0.4% | Reduced |
| Lindbrook Capital, LLC | 5,647 | $1.01M | 0.09% | +318+6.0% | Added |
| Forum Financial Management, LP | 5,649 | $1.01M | 0.02% | −3−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 5,658 | $1.01M | 0.08% | +192+3.5% | Added |
| Cidel Asset Management Inc | 5,686 | $1.02M | 0.07% | −333−5.5% | Reduced |
| GLOBALT Investments LLC | 5,746 | $1.03M | 0.04% | −253−4.2% | Reduced |
| Aptus Capital Advisors, LLC | 5,792 | $1.04M | 0.01% | +127+2.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,847 | $1.04M | 0.34% | −14−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 5,832 | $1.05M | 0.02% | −29−0.5% | Reduced |
| Pallas Capital Advisors LLC | 5,839 | $1.05M | 0.04% | +3,610+162.0% | Added |
| Adviser Investments LLC | 5,840 | $1.05M | 0.01% | +866+17.4% | Added |
| Northern Oak Wealth Management Inc | 5,917 | $1.06M | 0.14% | +18+0.3% | Added |
| Addison Capital Co | 5,953 | $1.07M | 0.42% | +43+0.7% | Added |
| GenTrust, LLC | 5,955 | $1.07M | 0.05% | +30+0.5% | Added |
| EPG Wealth Management LLC | 5,975 | $1.07M | 0.30% | +188+3.2% | Added |
| Arvest Investments, Inc. | 5,979 | $1.07M | 0.17% | −92−1.5% | Reduced |
| Stratos Wealth Partners, LTD. | 6,022 | $1.08M | 0.02% | −1,518−20.1% | Reduced |
| Graypoint LLC | 6,073 | $1.09M | 0.07% | −51−0.8% | Reduced |
| Whitener Capital Management, Inc. | 6,074 | $1.09M | 0.31% | −105−1.7% | Reduced |
| Cary Street Partners Financial LLC | 6,091 | $1.09M | 0.03% | −585−8.8% | Reduced |
| Steel Peak Wealth Management LLC | 6,101 | $1.09M | 0.05% | +30.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,117 | $1.10M | 0.04% | +53+0.9% | Added |
| Merit Financial Group, LLC | 6,142 | $1.10M | 0.02% | +2,207+56.1% | Added |
| Valeo Financial Advisors, LLC | 6,210 | $1.11M | 0.03% | +695+12.6% | Added |
| Cohen Klingenstein LLC | 6,280 | $1.13M | 0.04% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 6,300 | $1.13M | 0.40% | −155−2.4% | Reduced |
| J.W. Cole Advisors, Inc. | 6,320 | $1.13M | 0.04% | +3,909+162.1% | Added |
| Pitcairn Co | 6,381 | $1.14M | 0.07% | −626−8.9% | Reduced |
| Asset Dedication, LLC | 6,418 | $1.15M | 0.09% | −185−2.8% | Reduced |
| Harvest Fund Management Co., Ltd | 6,480 | $1.16M | 0.06% | −627−8.8% | Reduced |
| Smartleaf Asset Management LLC | 6,772 | $1.18M | 0.11% | +640+10.4% | Added |
| Spire Wealth Management | 6,574 | $1.18M | 0.04% | +965+17.2% | Added |
| Jain Global LLC | 6,677 | $1.20M | 0.02% | +6,677 | New |
| Cassaday & Co Wealth Management LLC | 6,680 | $1.20M | 0.03% | −1,678−20.1% | Reduced |
| Capital International Sarl | 6,723 | $1.21M | 0.03% | +1,852+38.0% | Added |
| Selway Asset Management | 6,733 | $1.21M | 0.50% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 6,748 | $1.21M | 0.14% | +1,115+19.8% | Added |
| Levin Capital Strategies, L.P. | 6,749 | $1.21M | 0.13% | +6,749 | New |
| Advisors Preferred, LLC | 6,800 | $1.21M | 0.16% | +6,800 | New |
| Fifth Third Wealth Advisors LLC | 6,766 | $1.21M | 0.06% | +1,824+36.9% | Added |
| Cooper Financial Group | 6,804 | $1.22M | 0.16% | +507+8.1% | Added |
| Prudential PLC | 6,807 | $1.22M | 0.01% | −2,326−25.5% | Reduced |
| Summit Trail Advisors, LLC | 6,844 | $1.23M | 0.04% | +2,650+63.2% | Added |
| Meridian Financial Partners LLC | 6,870 | $1.23M | 0.63% | +1,323+23.9% | Added |
| Barden Capital Management, Inc. | 6,877 | $1.23M | 1.10% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 6,913 | $1.24M | 0.48% | +464+7.2% | Added |
| Prime Capital Investment Advisors, LLC | 6,928 | $1.24M | 0.01% | +1,789+34.8% | Added |
| Wealthspire Advisors, LLC | 6,933 | $1.24M | 0.01% | −66−0.9% | Reduced |
| Sargent Investment Group, LLC | 6,942 | $1.24M | 0.20% | +505+7.8% | Added |
| Virtus Investment Advisers, Inc. | 6,994 | $1.25M | 0.34% | +6,994 | New |
| Parallel Advisors, LLC | 7,054 | $1.26M | 0.03% | +17+0.2% | Added |
| Atomi Financial Group, Inc. | 7,246 | $1.30M | 0.06% | +625+9.4% | Added |
| VestGen Advisors, LLC | 7,341 | $1.32M | 0.06% | +7,341 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,346 | $1.32M | 0.22% | +6,724+1,081.0% | Added |
| CSS LLC | 7,496 | $1.34M | 0.09% | −122−1.6% | Reduced |
| Hennessy Advisors Inc | 7,500 | $1.34M | 0.04% | −500−6.3% | Reduced |
| GAMMA Investing LLC | 7,518 | $1.35M | 0.10% | +694+10.2% | Added |
| Banque Cantonale Vaudoise | 7,534 | $1.35M | 0.06% | +7,534 | New |
| Sequoia Financial Advisors, LLC | 7,549 | $1.35M | 0.01% | +115+1.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 7,552 | $1.35M | 0.04% | −507−6.3% | Reduced |
| Evercore Wealth Management, LLC | 7,563 | $1.36M | 0.02% | −400−5.0% | Reduced |
| Coldstream Capital Management Inc | 7,571 | $1.36M | 0.03% | +114+1.5% | Added |
| Equitable Holdings, Inc. | 7,577 | $1.36M | 0.01% | +28+0.4% | Added |
| HM Payson & Co | 7,577 | $1.36M | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 7,580 | $1.36M | 0.05% | +746+10.9% | Added |
| Advisors Asset Management, Inc. | 7,633 | $1.37M | 0.03% | +438+6.1% | Added |
| Leisure Capital Management | 7,660 | $1.37M | 0.56% | −133−1.7% | Reduced |
| Savant Capital, LLC | 7,671 | $1.38M | 0.01% | −1,097−12.5% | Reduced |
| Salzhauer Michael | 7,739 | $1.39M | 0.85% | +2,312+42.6% | Added |
| Apollon Wealth Management, LLC | 7,778 | $1.39M | 0.03% | +677+9.5% | Added |
| Geneos Wealth Management Inc. | 7,803 | $1.40M | 0.05% | +615+8.6% | Added |