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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 7,862 | $1.41M | 0.06% | +7,418+1,670.7% | Added |
| SageView Advisory Group, LLC | 7,860 | $1.41M | 0.06% | +233+3.1% | Added |
| Gotham Asset Management, LLC | 7,810 | $1.40M | 0.01% | −16−0.2% | Reduced |
| Geneos Wealth Management Inc. | 7,803 | $1.40M | 0.05% | +615+8.6% | Added |
| Apollon Wealth Management, LLC | 7,778 | $1.39M | 0.03% | +677+9.5% | Added |
| Salzhauer Michael | 7,739 | $1.39M | 0.85% | +2,312+42.6% | Added |
| Savant Capital, LLC | 7,671 | $1.38M | 0.01% | −1,097−12.5% | Reduced |
| Leisure Capital Management | 7,660 | $1.37M | 0.56% | −133−1.7% | Reduced |
| Advisors Asset Management, Inc. | 7,633 | $1.37M | 0.03% | +438+6.1% | Added |
| Vestcor Inc | 7,580 | $1.36M | 0.05% | +746+10.9% | Added |
| HM Payson & Co | 7,577 | $1.36M | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,577 | $1.36M | 0.01% | +28+0.4% | Added |
| Coldstream Capital Management Inc | 7,571 | $1.36M | 0.03% | +114+1.5% | Added |
| Evercore Wealth Management, LLC | 7,563 | $1.36M | 0.02% | −400−5.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 7,552 | $1.35M | 0.04% | −507−6.3% | Reduced |
| Sequoia Financial Advisors, LLC | 7,549 | $1.35M | 0.01% | +115+1.5% | Added |
| Banque Cantonale Vaudoise | 7,534 | $1.35M | 0.06% | +7,534 | New |
| GAMMA Investing LLC | 7,518 | $1.35M | 0.10% | +694+10.2% | Added |
| Hennessy Advisors Inc | 7,500 | $1.34M | 0.04% | −500−6.3% | Reduced |
| CSS LLC | 7,496 | $1.34M | 0.09% | −122−1.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,346 | $1.32M | 0.22% | +6,724+1,081.0% | Added |
| VestGen Advisors, LLC | 7,341 | $1.32M | 0.06% | +7,341 | New |
| Atomi Financial Group, Inc. | 7,246 | $1.30M | 0.06% | +625+9.4% | Added |
| Parallel Advisors, LLC | 7,054 | $1.26M | 0.03% | +17+0.2% | Added |
| Virtus Investment Advisers, Inc. | 6,994 | $1.25M | 0.34% | +6,994 | New |
| Sargent Investment Group, LLC | 6,942 | $1.24M | 0.20% | +505+7.8% | Added |
| Wealthspire Advisors, LLC | 6,933 | $1.24M | 0.01% | −66−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,928 | $1.24M | 0.01% | +1,789+34.8% | Added |
| My Legacy Advisors, LLC | 6,913 | $1.24M | 0.48% | +464+7.2% | Added |
| Barden Capital Management, Inc. | 6,877 | $1.23M | 1.10% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 6,870 | $1.23M | 0.63% | +1,323+23.9% | Added |
| Summit Trail Advisors, LLC | 6,844 | $1.23M | 0.04% | +2,650+63.2% | Added |
| Prudential PLC | 6,807 | $1.22M | 0.01% | −2,326−25.5% | Reduced |
| Cooper Financial Group | 6,804 | $1.22M | 0.16% | +507+8.1% | Added |
| Fifth Third Wealth Advisors LLC | 6,766 | $1.21M | 0.06% | +1,824+36.9% | Added |
| Advisors Preferred, LLC | 6,800 | $1.21M | 0.16% | +6,800 | New |
| Levin Capital Strategies, L.P. | 6,749 | $1.21M | 0.13% | +6,749 | New |
| MUFG Securities Americas Inc. | 6,748 | $1.21M | 0.14% | +1,115+19.8% | Added |
| Selway Asset Management | 6,733 | $1.21M | 0.50% | 00.0% | Unchanged |
| Capital International Sarl | 6,723 | $1.21M | 0.03% | +1,852+38.0% | Added |
| Cassaday & Co Wealth Management LLC | 6,680 | $1.20M | 0.03% | −1,678−20.1% | Reduced |
| Jain Global LLC | 6,677 | $1.20M | 0.02% | +6,677 | New |
| Spire Wealth Management | 6,574 | $1.18M | 0.04% | +965+17.2% | Added |
| Smartleaf Asset Management LLC | 6,772 | $1.18M | 0.11% | +640+10.4% | Added |
| Harvest Fund Management Co., Ltd | 6,480 | $1.16M | 0.06% | −627−8.8% | Reduced |
| Asset Dedication, LLC | 6,418 | $1.15M | 0.09% | −185−2.8% | Reduced |
| Pitcairn Co | 6,381 | $1.14M | 0.07% | −626−8.9% | Reduced |
| J.W. Cole Advisors, Inc. | 6,320 | $1.13M | 0.04% | +3,909+162.1% | Added |
| Westbourne Investment Advisors, Inc. | 6,300 | $1.13M | 0.40% | −155−2.4% | Reduced |
| Cohen Klingenstein LLC | 6,280 | $1.13M | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,210 | $1.11M | 0.03% | +695+12.6% | Added |
| Merit Financial Group, LLC | 6,142 | $1.10M | 0.02% | +2,207+56.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,117 | $1.10M | 0.04% | +53+0.9% | Added |
| Steel Peak Wealth Management LLC | 6,101 | $1.09M | 0.05% | +30.0% | Added |
| Cary Street Partners Financial LLC | 6,091 | $1.09M | 0.03% | −585−8.8% | Reduced |
| Whitener Capital Management, Inc. | 6,074 | $1.09M | 0.31% | −105−1.7% | Reduced |
| Graypoint LLC | 6,073 | $1.09M | 0.07% | −51−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,022 | $1.08M | 0.02% | −1,518−20.1% | Reduced |
| Arvest Investments, Inc. | 5,979 | $1.07M | 0.17% | −92−1.5% | Reduced |
| EPG Wealth Management LLC | 5,975 | $1.07M | 0.30% | +188+3.2% | Added |
| GenTrust, LLC | 5,955 | $1.07M | 0.05% | +30+0.5% | Added |
| Addison Capital Co | 5,953 | $1.07M | 0.42% | +43+0.7% | Added |
| Northern Oak Wealth Management Inc | 5,917 | $1.06M | 0.14% | +18+0.3% | Added |
| Adviser Investments LLC | 5,840 | $1.05M | 0.01% | +866+17.4% | Added |
| Pallas Capital Advisors LLC | 5,839 | $1.05M | 0.04% | +3,610+162.0% | Added |
| Kestra Private Wealth Services, LLC | 5,832 | $1.05M | 0.02% | −29−0.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,847 | $1.04M | 0.34% | −14−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 5,792 | $1.04M | 0.01% | +127+2.2% | Added |
| GLOBALT Investments LLC | 5,746 | $1.03M | 0.04% | −253−4.2% | Reduced |
| Cidel Asset Management Inc | 5,686 | $1.02M | 0.07% | −333−5.5% | Reduced |
| Clear Harbor Asset Management, LLC | 5,658 | $1.01M | 0.08% | +192+3.5% | Added |
| Forum Financial Management, LP | 5,649 | $1.01M | 0.02% | −3−0.1% | Reduced |
| Lindbrook Capital, LLC | 5,647 | $1.01M | 0.09% | +318+6.0% | Added |
| Jeppson Wealth Management, LLC | 5,647 | $1.01M | 0.37% | −20−0.4% | Reduced |
| Power Wealth Management LLC | 5,632 | $1.01M | 0.41% | −263−4.5% | Reduced |
| William B. Walkup & Associates, Inc. | 5,600 | $1.00M | 0.61% | +10+0.2% | Added |
| RFG Advisory, LLC | 5,542 | $993.7K | 0.03% | +19+0.3% | Added |
| City Holding Co | 5,542 | $993.7K | 0.14% | +532+10.6% | Added |
| SummitTX Capital, L.P. | 5,525 | $990.6K | 0.04% | +5,525 | New |
| Equitable Trust Co | 5,486 | $983.6K | 0.05% | −113−2.0% | Reduced |
| Prosperity Consulting Group, LLC | 5,475 | $981.7K | 0.08% | −152−2.7% | Reduced |
| Caas Capital Management LP | 5,461 | $979.2K | 0.46% | +5,461 | New |
| Allworth Financial LP | 5,286 | $978.2K | 0.01% | +178+3.5% | Added |
| Caxton Associates LLP | 5,398 | $967.9K | 0.03% | +5,398 | New |
| Eagle Harbor Asset Management Inc | 5,391 | $966.6K | 0.98% | −515−8.7% | Reduced |
| USA Financial Portformulas Corp | 5,376 | $963.9K | 0.16% | +4,018+295.9% | Added |
| Northern Financial Advisors Inc | 5,314 | $952.9K | 0.79% | −54−1.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,277 | $946.2K | 0.34% | −111−2.1% | Reduced |
| Sebold Capital Management, Inc. | 5,270 | $944.9K | 0.62% | −154−2.8% | Reduced |
| Wedmont Private Capital | 5,870 | $944.9K | 0.05% | +105+1.8% | Added |
| Lowe Brockenbrough & Co Inc | 5,268 | $944.6K | 0.06% | −70−1.3% | Reduced |
| First Horizon Advisors, Inc. | 5,255 | $942.3K | 0.03% | −659−11.1% | Reduced |
| E. Ohman J:or Asset Management AB | 5,250 | $941.3K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,233 | $938.0K | 0.06% | +5,233 | New |
| Profund Advisors LLC | 5,208 | $933.8K | 0.04% | −143−2.7% | Reduced |
| Platform Technology Partners | 5,193 | $931.1K | 0.27% | +2,385+84.9% | Added |
| Bank & Trust Co | 5,192 | $930.9K | 0.76% | −37−0.7% | Reduced |
| Uncommon Cents Investing LLC | 5,170 | $927.0K | 0.27% | +435+9.2% | Added |
| Welch & Forbes LLC | 5,119 | $917.8K | 0.01% | −1,885−26.9% | Reduced |
| Glenview Trust Co | 5,089 | $912.5K | 0.02% | 00.0% | Unchanged |