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 13 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 |
|---|---|---|---|---|---|
| tru Independence LLC | 3,147 | $564.3K | 0.18% | +38+1.2% | Added |
| Atlas Capital Advisors LLC | 3,114 | $558.3K | 0.07% | −1,191−27.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,108 | $557.3K | 0.04% | +50+1.6% | Added |
| Perigon Wealth Management, LLC | 3,072 | $550.8K | 0.01% | −36−1.2% | Reduced |
| Bank of Stockton | 3,065 | $549.6K | 0.18% | −132−4.1% | Reduced |
| KG&L Capital Management,LLC | 3,059 | $548.5K | 0.18% | +310+11.3% | Added |
| Joel Isaacson & Co., LLC | 3,024 | $542.2K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,015 | $540.6K | 0.49% | −405−11.8% | Reduced |
| Hartford Financial Management Inc. | 3,000 | $537.9K | 0.11% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $537.9K | 0.41% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,998 | $537.5K | 0.08% | +46+1.6% | Added |
| EP Wealth Advisors, LLC | 2,991 | $536.2K | 0.00% | −489−14.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,987 | $535.6K | 0.15% | +2,987 | New |
| Silvercrest Asset Management Group LLC | 2,955 | $529.8K | 0.00% | +406+15.9% | Added |
| Lester Murray Antman dba SimplyRich | 2,939 | $526.0K | 0.15% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,934 | $526.0K | 0.04% | +5+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,932 | $525.3K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,924 | $524.3K | 0.00% | +2,176+290.9% | Added |
| Aspiriant, LLC | 2,911 | $521.9K | 0.02% | +67+2.4% | Added |
| Atlantic Union Bankshares Corp | 2,904 | $520.7K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,892 | $518.5K | 0.02% | −130−4.3% | Reduced |
| Waterway Wealth Management, LLC | 2,876 | $515.8K | 0.21% | −190−6.2% | Reduced |
| Financial Security Advisor, Inc. | 2,875 | $515.5K | 0.13% | −40−1.4% | Reduced |
| Bank of Hawaii | 2,855 | $511.9K | 0.03% | +2,855 | New |
| Prossimo Advisors, LLC | 2,825 | $507.0K | 0.38% | +21+0.7% | Added |
| Warren Averett Asset Management, LLC | 2,812 | $504.1K | 0.01% | +867+44.6% | Added |
| First PREMIER Bank | 2,799 | $502.0K | 0.13% | −200−6.7% | Reduced |
| Qtron Investments LLC | 2,792 | $500.6K | 0.07% | −440−13.6% | Reduced |
| Capital Group Private Client Services, Inc. | 2,782 | $498.8K | 0.00% | −77,379−96.5% | Reduced |
| Modera Wealth Management, LLC | 2,782 | $498.8K | 0.01% | −150−5.1% | Reduced |
| Pointe Capital Management LLC | 2,779 | $498.3K | 0.29% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,778 | $498.2K | 0.01% | −53−1.9% | Reduced |
| Diversified Investment Strategies, LLC | 2,777 | $497.9K | 0.34% | −450−13.9% | Reduced |
| Paragon Private Wealth Management, LLC | 2,776 | $497.7K | 0.23% | +619+28.7% | Added |
| Richardson Financial Services Inc. | 2,767 | $496.1K | 0.38% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,745 | $492.2K | 0.00% | +1,278+87.1% | Added |
| Buckingham Strategic Partners | 2,742 | $491.5K | 0.01% | +1,341+95.7% | Added |
| EverSource Wealth Advisors, LLC | 2,739 | $491.1K | 0.03% | +661+31.8% | Added |
| Smith Chas P & Associates Pa Cpas | 2,735 | $490.4K | 0.03% | +32+1.2% | Added |
| Acropolis Investment Management, LLC | 2,728 | $489.1K | 0.03% | −105−3.7% | Reduced |
| Sunflower Bank, N.A. | 2,716 | $487.0K | 0.14% | +11+0.4% | Added |
| IFP Advisors, Inc | 2,710 | $486.0K | 0.01% | +307+12.8% | Added |
| Simon Quick Advisors, LLC | 2,708 | $485.6K | 0.03% | +503+22.8% | Added |
| Bingham Private Wealth, LLC | 2,705 | $485.0K | 0.50% | +386+16.6% | Added |
| Proficio Capital Partners LLC | 2,674 | $479.5K | 0.04% | +118+4.6% | Added |
| Schonfeld Strategic Advisors LLC | 2,649 | $475.0K | 0.00% | −25,709−90.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,660 | $461.6K | 0.07% | −9−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 2,573 | $461.4K | 0.01% | +212+9.0% | Added |
| Larson Financial Group LLC | 2,566 | $460.0K | 0.02% | +150+6.2% | Added |
| Busey Wealth Management | 2,564 | $459.7K | 0.02% | −72−2.7% | Reduced |
| Whelan Financial | 2,560 | $459.0K | 0.18% | +2,560 | New |
| 626 Financial, LLC | 2,546 | $456.5K | 0.23% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,545 | $456.3K | 0.05% | −94−3.6% | Reduced |
| Riverview Trust Co | 2,536 | $454.7K | 0.45% | −6−0.2% | Reduced |
| Cambria Investment Management, L.P. | 2,534 | $454.3K | 0.03% | −246−8.8% | Reduced |
| Thompson Davis & Co., Inc. | 2,524 | $452.6K | 0.36% | +2,524 | New |
| Dorsey & Whitney Trust CO LLC | 2,499 | $448.1K | 0.03% | +29+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,475 | $443.8K | 0.03% | −14,989−85.8% | Reduced |
| Manchester Capital Management LLC | 2,475 | $443.7K | 0.05% | −219−8.1% | Reduced |
| Montecito Bank & Trust | 2,473 | $443.4K | 0.08% | +20+0.8% | Added |
| Hara Capital LLC | 2,465 | $442.0K | 0.30% | −70−2.8% | Reduced |
| ASB Consultores, LLC | 2,458 | $440.7K | 0.29% | −571−18.9% | Reduced |
| Auxano Advisors, LLC | 2,456 | $440.4K | 0.12% | +2,456 | New |
| Convergence Financial, LLC | 2,447 | $438.8K | 0.09% | −26−1.1% | Reduced |
| Parsons Capital Management Inc | 2,444 | $438.2K | 0.02% | −60−2.4% | Reduced |
| Integrated Quantitative Investments LLC | 2,430 | $435.7K | 0.21% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,414 | $432.9K | 0.19% | −199−7.6% | Reduced |
| Matrix Asset Advisors Inc | 2,414 | $432.8K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 2,385 | $427.6K | 0.01% | −44−1.8% | Reduced |
| Kovack Advisors, Inc. | 2,382 | $427.1K | 0.05% | +148+6.6% | Added |
| Marcum Wealth, LLC | 2,375 | $425.8K | 0.04% | −4−0.2% | Reduced |
| TD Waterhouse Canada Inc. | 2,367 | $421.5K | 0.00% | +274+13.1% | Added |
| IHT Wealth Management, LLC | 2,294 | $411.3K | 0.01% | +427+22.9% | Added |
| Western Financial Corp | 2,282 | $409.2K | 0.24% | +99+4.5% | Added |
| Curat Global, LLC | 2,280 | $408.8K | 0.50% | +2,280 | New |
| Choate Investment Advisors | 2,268 | $406.7K | 0.01% | −9−0.4% | Reduced |
| Welch Group, LLC | 2,331 | $404.5K | 0.02% | 00.0% | Unchanged |
| Mission Financial Group, LLC | 2,204 | $402.0K | 0.37% | +2,204 | New |
| Clarius Group, LLC | 2,228 | $399.5K | 0.03% | −97−4.2% | Reduced |
| LRI Investments, LLC | 2,226 | $399.1K | 0.04% | −427−16.1% | Reduced |
| First Citizens Bank & Trust Co | 2,220 | $398.0K | 0.01% | +278+14.3% | Added |
| Ci Investments Inc. | 2,218 | $398.0K | 0.00% | −268−10.8% | Reduced |
| Alhambra Investment Partners LLC | 2,214 | $397.0K | 0.20% | +325+17.2% | Added |
| James J. Burns & Company, LLC | 2,212 | $396.6K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,199 | $394.3K | 0.04% | +270+14.0% | Added |
| Morningstar Investment Services LLC | 2,188 | $392.0K | 0.07% | −1,732−44.2% | Reduced |
| Systematic Alpha Investments, LLC | 2,181 | $391.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,178 | $390.6K | 0.01% | −84−3.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,175 | $390.1K | 0.14% | +6+0.3% | Added |
| Bowen Hanes & Co Inc | 2,174 | $389.8K | 0.01% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $389.1K | 0.25% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,165 | $388.0K | 0.03% | −2,400−52.6% | Reduced |
| Shelton Capital Management | 2,157 | $386.8K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,155 | $386.4K | 0.12% | +64+3.1% | Added |
| Viawealth, LLC | 2,153 | $386.0K | 0.24% | +452+26.6% | Added |
| Howard Capital Management Inc. | 2,149 | $385.3K | 0.01% | −332−13.4% | Reduced |
| David Loasby | 2,367 | $383.8K | 0.04% | +177+8.1% | Added |
| GeoWealth Management, LLC | 2,135 | $382.8K | 0.02% | −593−21.7% | Reduced |
| Mma Asset Management LLC | 2,133 | $382.4K | 0.16% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,131 | $382.1K | 0.04% | −7−0.3% | Reduced |