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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 5,067 | $908.5K | 0.02% | +951+23.1% | Added |
| Centiva Capital, LP | 5,054 | $906.2K | 0.05% | +5,054 | New |
| Ashton Thomas Private Wealth, LLC | 5,023 | $900.6K | 0.03% | +115+2.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $896.5K | 0.28% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,988 | $894.4K | 0.03% | +238+5.0% | Added |
| Personal Cfo Solutions, LLC | 4,980 | $892.9K | 0.18% | +817+19.6% | Added |
| Malaga Cove Capital, LLC | 4,919 | $882.0K | 0.38% | −26−0.5% | Reduced |
| NewEdge Wealth, LLC | 4,914 | $881.1K | 0.02% | +424+9.4% | Added |
| Baker Tilly Wealth Management, LLC | 4,911 | $880.6K | 0.35% | +87+1.8% | Added |
| Change Path, LLC | 4,903 | $879.1K | 0.03% | +217+4.6% | Added |
| Plato Investment Management Ltd | 4,839 | $877.0K | 0.07% | −138−2.8% | Reduced |
| Central Pacific Bank - Trust Division | 4,875 | $874.1K | 0.12% | −550−10.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,860 | $871.4K | 0.23% | +2,860+143.0% | Added |
| Bank Ozk | 4,843 | $868.3K | 0.36% | −277−5.4% | Reduced |
| Keybank National Association | 4,823 | $864.8K | 0.00% | −50−1.0% | Reduced |
| Syon Capital LLC | 4,809 | $862.3K | 0.07% | +1,088+29.2% | Added |
| Intact Investment Management Inc. | 4,800 | $860.6K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,782 | $857.5K | 0.04% | +1,400+41.4% | Added |
| NorthRock Partners, LLC | 4,747 | $851.1K | 0.03% | +856+22.0% | Added |
| Bryn Mawr Trust Co | 4,693 | $841.5K | 0.02% | +436+10.2% | Added |
| Stony Point Wealth Management Inc. | 4,667 | $836.8K | 0.36% | −81−1.7% | Reduced |
| Permanens Capital L.P. | 4,653 | $834.3K | 0.15% | +1,314+39.4% | Added |
| Edgestream Partners, L.P. | 4,609 | $826.4K | 0.03% | +1,060+29.9% | Added |
| Soltis Investment Advisors LLC | 4,606 | $825.8K | 0.07% | +144+3.2% | Added |
| Evergreen Capital Management LLC | 4,544 | $814.7K | 0.03% | +141+3.2% | Added |
| Brevan Howard Capital Management LP | 4,574 | $806.1K | 0.02% | +4,574 | New |
| Continuum Advisory, LLC | 4,492 | $805.4K | 0.10% | +363+8.8% | Added |
| Parkside Financial Bank & Trust | 4,454 | $798.6K | 0.10% | +311+7.5% | Added |
| Sky Investment Group LLC | 4,454 | $798.6K | 0.15% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 4,448 | $797.5K | 0.06% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 4,436 | $795.4K | 0.52% | −117−2.6% | Reduced |
| Ironwood Investment Counsel, LLC | 4,436 | $795.4K | 0.14% | −784−15.0% | Reduced |
| Rossmore Private Capital | 4,406 | $790.0K | 0.10% | +4,406 | New |
| Trust Asset Management LLC | 4,398 | $788.6K | 0.06% | −68−1.5% | Reduced |
| Siemens Fonds Invest GmbH | 4,367 | $783.0K | 0.05% | +240+5.8% | Added |
| Sagespring Wealth Partners, LLC | 4,364 | $782.6K | 0.02% | +906+26.2% | Added |
| JBF Capital, Inc. | 4,300 | $771.0K | 0.15% | −700−14.0% | Reduced |
| Premier Path Wealth Partners, LLC | 4,288 | $768.8K | 0.12% | +300+7.5% | Added |
| Resources Investment Advisors, LLC. | 4,287 | $768.6K | 0.01% | +1,213+39.5% | Added |
| Integrated Investment Consultants, LLC | 4,264 | $764.5K | 0.15% | −243−5.4% | Reduced |
| Sowell Financial Services LLC | 4,243 | $760.8K | 0.03% | +4,243 | New |
| Unified Investment Management | 4,194 | $752.0K | 0.89% | −830−16.5% | Reduced |
| Daymark Wealth Partners, LLC | 4,188 | $750.9K | 0.03% | +413+10.9% | Added |
| Integrated Advisors Network LLC | 4,175 | $748.6K | 0.04% | −24,520−85.5% | Reduced |
| Capital Investment Advisors, LLC | 4,174 | $748.4K | 0.01% | +2,332+126.6% | Added |
| Sumitomo Life Insurance Co | 4,163 | $746.4K | 0.03% | +40+1.0% | Added |
| South State Corp. | 4,162 | $746.2K | 0.03% | +92+2.3% | Added |
| Western Wealth Management, LLC | 4,148 | $743.7K | 0.05% | −104−2.4% | Reduced |
| We Are One Seven, LLC | 4,113 | $737.5K | 0.03% | −623−13.2% | Reduced |
| Promethium Advisors,llc | 4,062 | $728.4K | 0.47% | −136−3.2% | Reduced |
| Summit Financial, LLC | 4,050 | $726.1K | 0.02% | −620−13.3% | Reduced |
| Crestwood Advisors Group LLC | 4,025 | $721.7K | 0.01% | +517+14.7% | Added |
| RMR Wealth Builders | 4,006 | $718.3K | 0.08% | −9−0.2% | Reduced |
| Farther Finance Advisors, LLC | 4,018 | $716.0K | 0.02% | −74−1.8% | Reduced |
| Armstrong Advisory Group, Inc | 3,977 | $709.1K | 0.06% | 00.0% | Unchanged |
| Future Fund LLC | 3,933 | $705.2K | 0.91% | +3,933 | New |
| Great Valley Advisor Group, Inc. | 3,895 | $698.4K | 0.02% | +973+33.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,882 | $696.0K | 0.02% | +3,882 | New |
| FIL Ltd | 3,866 | $693.2K | 0.00% | −568−12.8% | Reduced |
| Cigna Investments Inc | 3,838 | $688.0K | 0.13% | −54−1.4% | Reduced |
| Richwood Investment Advisors, LLC | 3,811 | $683.3K | 0.58% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,727 | $681.0K | 0.07% | −35−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,775 | $676.8K | 0.01% | +694+22.5% | Added |
| Impact Partnership Wealth, LLC | 3,726 | $668.1K | 0.14% | +3,726 | New |
| Quotient Wealth Partners, LLC | 3,725 | $667.9K | 0.02% | −356−8.7% | Reduced |
| Baader Bank INC | 3,713 | $663.4K | 0.07% | +3,713 | New |
| Brookstone Capital Management | 3,680 | $659.9K | 0.01% | +466+14.5% | Added |
| Pettyjohn, Wood & White, Inc | 3,635 | $651.8K | 0.12% | −2,377−39.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,632 | $651.2K | 0.02% | −85−2.3% | Reduced |
| Colonial River Wealth Management, LLC | 3,630 | $650.9K | 0.36% | +3,630 | New |
| Raiffeisen Bank International AG | 3,734 | $648.1K | 0.01% | −242−6.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,570 | $640.1K | 0.04% | −111−3.0% | Reduced |
| Umb Bank N A | 3,567 | $639.6K | 0.01% | −154−4.1% | Reduced |
| Kathmere Capital Management, LLC | 3,523 | $631.7K | 0.05% | −2−0.1% | Reduced |
| Americana Partners, LLC | 3,514 | $630.1K | 0.02% | +150+4.5% | Added |
| Hudson Valley Investment Advisors Inc | 3,500 | $627.5K | 0.07% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 3,476 | $624.0K | 0.01% | +1,227+54.6% | Added |
| Valley National Advisers Inc | 3,473 | $622.0K | 0.11% | −144−4.0% | Reduced |
| Verdence Capital Advisors LLC | 3,432 | $615.4K | 0.05% | +102+3.1% | Added |
| Petrus Trust Company, LTA | 3,428 | $614.6K | 0.06% | +3,428 | New |
| St Germain D J Co Inc | 3,416 | $612.5K | 0.03% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $598.1K | 0.14% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,330 | $597.1K | 0.12% | +558+20.1% | Added |
| First National Trust Co | 3,322 | $595.6K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,180 | $593.2K | 0.02% | +656+26.0% | Added |
| Central Trust Co | 3,307 | $592.9K | 0.01% | −505−13.2% | Reduced |
| Kinneret Advisory, LLC | 3,304 | $592.4K | 0.06% | −11−0.3% | Reduced |
| Global Trust Asset Management, LLC | 3,291 | $590.0K | 0.36% | −145−4.2% | Reduced |
| Everpar Advisors LLC | 3,285 | $589.0K | 0.31% | −55−1.6% | Reduced |
| Aaron Wealth Advisors | 3,282 | $588.5K | 0.07% | +101+3.2% | Added |
| Moors & Cabot, Inc. | 3,264 | $585.2K | 0.03% | −97−2.9% | Reduced |
| Verition Fund Management LLC | 3,240 | $580.9K | 0.00% | −6,250−65.9% | Reduced |
| Csenge Advisory Group | 3,538 | $575.9K | 0.03% | +46+1.3% | Added |
| Frank, Rimerman Advisors LLC | 3,205 | $574.7K | 0.05% | +138+4.5% | Added |
| Wedbush Securities Inc | 3,198 | $573.0K | 0.02% | −19−0.6% | Reduced |
| Ingalls & Snyder LLC | 3,190 | $572.0K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 3,187 | $571.4K | 0.02% | −687−17.7% | Reduced |
| Legacy Financial Advisors, Inc. | 3,182 | $570.6K | 0.10% | +571+21.9% | Added |
| Harbor Investment Advisory, LLC | 3,155 | $565.7K | 0.06% | −205−6.1% | Reduced |
| Empower Advisory Group, LLC | 3,149 | $564.6K | 0.00% | +28+0.9% | Added |