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; 2,129 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
- 1,402
- +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
- 515 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 13,111 | $2.35M | 0.08% | +23+0.2% | Added |
| AIA Group Ltd | 13,082 | $2.35M | 0.06% | +2,748+26.6% | Added |
| GWM Advisors LLC | 13,077 | $2.34M | 0.01% | +2,875+28.2% | Added |
| Guggenheim Capital LLC | 13,041 | $2.34M | 0.02% | +2,569+24.5% | Added |
| Transcend Wealth Collective, LLC | 12,895 | $2.31M | 0.17% | +313+2.5% | Added |
| Principal Securities, Inc. | 12,943 | $2.31M | 0.05% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12,540 | $2.24M | 0.05% | −2,001−13.8% | Reduced |
| Peddock Capital Advisors, LLC | 12,414 | $2.23M | 0.56% | −393−3.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 12,274 | $2.20M | 0.08% | −2,500−16.9% | Reduced |
| Dorsey Wright & Associates | 12,243 | $2.19M | 0.56% | +12,243 | New |
| Lido Advisors, LLC | 12,195 | $2.19M | 0.01% | +618+5.3% | Added |
| Baldwin Investment Management, LLC | 12,125 | $2.17M | 0.26% | −75−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,125 | $2.17M | 0.03% | +11+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 12,069 | $2.16M | 0.08% | +596+5.2% | Added |
| Quadrant Capital Group LLC | 11,678 | $2.09M | 0.08% | +6,431+122.6% | Added |
| Atria Wealth Solutions, Inc. | 11,516 | $2.06M | 0.02% | −3,898−25.3% | Reduced |
| Dark Forest Capital Management LP | 11,501 | $2.06M | 0.09% | +11,501 | New |
| Dumont & Blake Investment Advisors LLC | 11,486 | $2.06M | 0.58% | +60+0.5% | Added |
| Advisory Services Network, LLC | 11,458 | $2.05M | 0.04% | +477+4.3% | Added |
| Vectors Research Management, LLC | 11,451 | $2.05M | 0.72% | +1,344+13.3% | Added |
| Montag A & Associates Inc | 11,447 | $2.05M | 0.10% | +7,939+226.3% | Added |
| 17 Capital Partners, LLC | 11,424 | $2.05M | 1.31% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11,384 | $2.04M | 0.03% | +114+1.0% | Added |
| Rehmann Capital Advisory Group | 11,341 | $2.03M | 0.13% | +499+4.6% | Added |
| Culbertson A N & Co Inc | 11,315 | $2.03M | 0.32% | −145−1.3% | Reduced |
| Vista Investment Management | 11,170 | $2.00M | 0.78% | −604−5.1% | Reduced |
| Peloton Wealth Strategists | 11,125 | $2.00M | 0.83% | +500+4.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,061 | $1.98M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 11,011 | $1.97M | 0.14% | −9,406−46.1% | Reduced |
| Arkadios Wealth Advisors | 10,927 | $1.96M | 0.07% | +9,151+515.3% | Added |
| Integrated Wealth Concepts LLC | 10,918 | $1.96M | 0.02% | −13,374−55.1% | Reduced |
| Greenleaf Trust | 10,917 | $1.96M | 0.02% | +229+2.1% | Added |
| Ritholtz Wealth Management | 10,844 | $1.94M | 0.06% | +274+2.6% | Added |
| Investment Management Corp of Ontario | 10,753 | $1.93M | 0.04% | +100+0.9% | Added |
| IMA Wealth, Inc. | 10,714 | $1.92M | 0.23% | −2,581−19.4% | Reduced |
| Somerset Trust Co | 10,628 | $1.91M | 0.68% | −198−1.8% | Reduced |
| Convergence Investment Partners, LLC | 10,586 | $1.90M | 0.53% | −183−1.7% | Reduced |
| Toroso Investments, LLC | 10,494 | $1.88M | 0.02% | −9,963−48.7% | Reduced |
| Empowered Funds, LLC | 10,449 | $1.87M | 0.03% | −7,140−40.6% | Reduced |
| Transform Wealth, LLC | 10,405 | $1.87M | 0.11% | −424−3.9% | Reduced |
| Regions Financial Corp | 10,082 | $1.81M | 0.01% | +3,378+50.4% | Added |
| Harbour Investments, Inc. | 10,072 | $1.81M | 0.05% | −68−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 10,015 | $1.80M | 0.06% | +30.0% | Added |
| American Assets Inc | 10,000 | $1.79M | 0.62% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 9,963 | $1.79M | 0.73% | −85−0.8% | Reduced |
| Shell Asset Management Co | 9,951 | $1.78M | 0.08% | +452+4.8% | Added |
| Private Advisor Group, LLC | 9,904 | $1.78M | 0.01% | +1,312+15.3% | Added |
| Everence Capital Management Inc | 9,850 | $1.77M | 0.12% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 9,790 | $1.76M | 0.97% | +9,790 | New |
| Ferguson Wellman Capital Management, Inc | 9,761 | $1.75M | 0.03% | −44−0.4% | Reduced |
| Independent Advisor Alliance | 9,663 | $1.73M | 0.06% | +281+3.0% | Added |
| Axxcess Wealth Management, LLC | 9,628 | $1.73M | 0.05% | +3,400+54.6% | Added |
| Meeder Asset Management Inc | 9,607 | $1.72M | 0.12% | −2,954−23.5% | Reduced |
| Compass Capital Corp | 9,806 | $1.72M | 0.90% | +499+5.4% | Added |
| Pensionmark Financial Group, LLC | 9,576 | $1.72M | 0.04% | −391−3.9% | Reduced |
| Massmutual Trust Co FSB | 9,516 | $1.71M | 0.05% | +234+2.5% | Added |
| Cumberland Partners Ltd | 9,500 | $1.70M | 0.13% | +9,500 | New |
| Burke & Herbert Bank & Trust Co | 9,500 | $1.70M | 0.41% | +278+3.0% | Added |
| Signaturefd, LLC | 9,487 | $1.70M | 0.03% | −12−0.1% | Reduced |
| Brown Brothers Harriman & Co | 9,445 | $1.69M | 0.01% | −50−0.5% | Reduced |
| Citizens Financial Group Inc | 9,394 | $1.68M | 0.03% | +1,978+26.7% | Added |
| Legato Capital Management LLC | 9,387 | $1.68M | 0.23% | −1,598−14.5% | Reduced |
| Kingsview Wealth Management, LLC | 9,353 | $1.68M | 0.03% | +1,065+12.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 9,343 | $1.68M | 0.44% | −826−8.1% | Reduced |
| Manuka Financial, LLC | 9,337 | $1.67M | 1.08% | +10.0% | Added |
| Cornerstone Advisors, LLC | 9,300 | $1.67M | 0.07% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 9,093 | $1.66M | 0.10% | +229+2.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,282 | $1.66M | 0.01% | −9,346−50.2% | Reduced |
| Benjamin Edwards Inc | 9,201 | $1.65M | 0.02% | +2,412+35.5% | Added |
| Peapack Gladstone Financial Corp | 9,192 | $1.65M | 0.02% | −828−8.3% | Reduced |
| Bridges Investment Management Inc | 9,133 | $1.64M | 0.02% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 9,076 | $1.63M | 0.32% | +270+3.1% | Added |
| Gsa Capital Partners LLP | 9,068 | $1.63M | 0.15% | −610−6.3% | Reduced |
| Argent Trust Co | 9,021 | $1.62M | 0.07% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 9,021 | $1.62M | 0.42% | +9,021 | New |
| Intech Investment Management LLC | 8,968 | $1.61M | 0.02% | +2,753+44.3% | Added |
| Great Lakes Retirement, Inc. | 8,955 | $1.61M | 0.21% | +24+0.3% | Added |
| Courier Capital LLC | 8,861 | $1.59M | 0.10% | +744+9.2% | Added |
| NJ State Employees Deferred Compensation Plan | 8,733 | $1.57M | 0.20% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,708 | $1.56M | 0.03% | +9+0.1% | Added |
| Fiduciary Alliance LLC | 8,698 | $1.56M | 0.15% | −363−4.0% | Reduced |
| Intrust Bank NA | 8,690 | $1.56M | 0.15% | +501+6.1% | Added |
| MAI Capital Management | 8,622 | $1.55M | 0.01% | +64+0.7% | Added |
| Founders Financial Securities LLC | 8,414 | $1.54M | 0.13% | −911−9.8% | Reduced |
| Canal Capital Management, LLC | 8,506 | $1.53M | 0.26% | +582+7.3% | Added |
| United Services Automobile Association | 8,734 | $1.52M | 0.05% | +8,734 | New |
| Vestmark Advisory Solutions, Inc. | 8,350 | $1.50M | 0.04% | +4,676+127.3% | Added |
| Snowden Capital Advisors LLC | 8,336 | $1.49M | 0.05% | −627−7.0% | Reduced |
| Boston Private Wealth LLC | 8,321 | $1.49M | 0.06% | −1,853−18.2% | Reduced |
| Main Street Group, LTD | 8,272 | $1.48M | 0.57% | +10.0% | Added |
| Navalign, LLC | 8,254 | $1.48M | 0.42% | −398−4.6% | Reduced |
| Prospera Financial Services Inc | 8,178 | $1.47M | 0.03% | +1,304+19.0% | Added |
| iA Global Asset Management Inc. | 8,189 | $1.47M | 0.03% | +3,626+79.5% | Added |
| Country Club Bank | 8,422 | $1.46M | 0.10% | −290−3.3% | Reduced |
| Vident Advisory, LLC | 8,090 | $1.45M | 0.02% | +2,829+53.8% | Added |
| National Asset Management, Inc. | 8,090 | $1.45M | 0.04% | +5,067+167.6% | Added |
| Avestar Capital, LLC | 8,058 | $1.44M | 0.14% | +441+5.8% | Added |
| Family Legacy, Inc. | 7,926 | $1.42M | 0.49% | −54−0.7% | Reduced |
| Scotia Capital Inc. | 7,926 | $1.42M | 0.01% | +414+5.5% | Added |
| V-Square Quantitative Management LLC | 7,863 | $1.41M | 0.21% | +354+4.7% | Added |