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, Q2 2025
Institutional positions in Capital One Financial Corp as of Jun 30, 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
- 1,961
- +582 vs. Q1 2025
- Shares held
- 560.4M
- +195.2M (+53.4%) vs. Q1 2025
- Total value
- $118.8B
- +$53.4B (+81.6%) vs. Q1 2025
- New holders
- 649
- 1,009 more added
- Sold out
- 67
- 185 more reduced
23 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aprio Wealth Management, LLC | 3,521 | $749.1K | 0.08% | +3,521 | New |
| Smith, Moore & Co. | 3,522 | $749.3K | 0.06% | +3,522 | New |
| Cim Investment Mangement Inc | 3,841 | $750.9K | 0.14% | +1,916+99.5% | Added |
| First Foundation Advisors | 3,530 | $751.0K | 0.03% | +3,530 | New |
| ICONIQ Capital, LLC | 3,550 | $755.3K | 0.01% | +1,451+69.1% | Added |
| Catalyst Financial Partners LLC | 3,553 | $755.9K | 0.08% | +2,032+133.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,556 | $756.6K | 0.09% | +1,476+71.0% | Added |
| Alta Advisers Ltd | 3,556 | $756.6K | 0.27% | +1,477+71.0% | Added |
| Auxano Advisors, LLC | 3,557 | $756.8K | 0.18% | +1,101+44.8% | Added |
| Everpar Advisors LLC | 3,572 | $760.0K | 0.35% | +287+8.7% | Added |
| Centiva Capital, LP | 3,598 | $765.5K | 0.05% | −1,456−28.8% | Reduced |
| Larson Financial Group LLC | 3,611 | $768.4K | 0.03% | +1,045+40.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,625 | $771.3K | 0.10% | +2,217+157.5% | Added |
| Paragon Private Wealth Management, LLC | 3,635 | $773.4K | 0.31% | +859+30.9% | Added |
| Capital Investment Advisory Services, LLC | 3,672 | $781.1K | 0.06% | +1,565+74.3% | Added |
| Clarius Group, LLC | 3,672 | $781.3K | 0.05% | +1,444+64.8% | Added |
| Richwood Investment Advisors, LLC | 3,677 | $782.3K | 0.64% | −134−3.5% | Reduced |
| TCG Advisory Services, LLC | 3,705 | $788.3K | 0.03% | +1,582+74.5% | Added |
| Whelan Financial | 3,716 | $790.5K | 0.29% | +1,156+45.2% | Added |
| Gamco Investors, Inc. Et Al | 3,722 | $791.9K | 0.01% | +2,389+179.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,727 | $793.0K | 0.13% | +3,727 | New |
| Confluence Wealth Services, Inc. | 3,734 | $794.4K | 0.04% | +2,135+133.5% | Added |
| Atom Investors LP | 3,761 | $800.2K | 0.07% | −13,059−77.6% | Reduced |
| Aspiriant, LLC | 3,778 | $803.9K | 0.03% | +867+29.8% | Added |
| Circle Wealth Management, LLC | 3,797 | $807.8K | 0.02% | +1,019+36.7% | Added |
| Mission Wealth Management, LP | 3,801 | $808.6K | 0.02% | +2,580+211.3% | Added |
| Armis Advisers, LLC | 3,738 | $809.8K | 0.06% | +3,738 | New |
| Conning Inc. | 3,809 | $810.4K | 0.03% | +1,424+59.7% | Added |
| Integrated Investment Consultants, LLC | 3,816 | $811.9K | 0.16% | −448−10.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,824 | $813.6K | 0.22% | +837+28.0% | Added |
| Pettyjohn, Wood & White, Inc | 3,836 | $816.1K | 0.15% | +201+5.5% | Added |
| Graham Capital Management, L.P. | 3,850 | $819.1K | 0.02% | +3,850 | New |
| Riverwater Partners LLC | 3,859 | $821.0K | 0.39% | +3,859 | New |
| LRI Investments, LLC | 3,866 | $822.6K | 0.07% | +1,640+73.7% | Added |
| Armstrong Advisory Group, Inc | 3,878 | $825.0K | 0.06% | −99−2.5% | Reduced |
| Orion Capital Management LLC | 3,880 | $825.5K | 0.31% | +3,860+19,300.0% | Added |
| Itau Unibanco Holding S.A. | 3,903 | $830.4K | 0.03% | +3,903 | New |
| PFG Investments, LLC | 3,907 | $831.3K | 0.05% | +2,263+137.7% | Added |
| Laraway Financial Inc | 3,951 | $840.6K | 0.64% | +3,951 | New |
| Flavin Financial Services, Inc. | 3,971 | $844.8K | 0.82% | +3,971 | New |
| SRS Capital Advisors, Inc. | 3,984 | $847.6K | 0.04% | +414+11.6% | Added |
| Rothschild Investment LLC | 3,985 | $847.8K | 0.05% | +3,034+319.0% | Added |
| JBF Capital, Inc. | 4,000 | $851.0K | 0.14% | −300−7.0% | Reduced |
| Rydar Equities, Inc. | 4,016 | $854.5K | 0.68% | +4,016 | New |
| Central Pacific Bank - Trust Division | 4,025 | $856.4K | 0.11% | −850−17.4% | Reduced |
| Calamos Wealth Management LLC | 4,025 | $856.4K | 0.04% | +2,203+120.9% | Added |
| Essex Financial Services, Inc. | 4,050 | $861.8K | 0.06% | +2,390+144.0% | Added |
| Quent Capital, LLC | 4,055 | $862.7K | 0.08% | +1,856+84.4% | Added |
| Promethium Advisors,llc | 4,062 | $864.3K | 0.53% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,074 | $866.8K | 0.01% | +2,800+219.8% | Added |
| Sather Financial Group Inc | 4,076 | $867.2K | 0.05% | +4,076 | New |
| Everhart Financial Group, Inc. | 4,087 | $869.5K | 0.10% | +4,087 | New |
| Insigneo Advisory Services, LLC | 4,090 | $870.2K | 0.07% | +1,545+60.7% | Added |
| Howard Capital Management Inc. | 4,092 | $870.6K | 0.01% | +1,943+90.4% | Added |
| St Germain D J Co Inc | 4,108 | $874.0K | 0.04% | +692+20.3% | Added |
| Rexford Capital Inc | 4,122 | $877.0K | 0.73% | +4,122 | New |
| Keel Point, LLC | 4,134 | $879.6K | 0.06% | +2,013+94.9% | Added |
| Moneta Group Investment Advisors LLC | 4,193 | $892.1K | 0.01% | +1,620+63.0% | Added |
| Roman Butler Fullerton & Co | 4,193 | $892.4K | 0.26% | +2,324+124.3% | Added |
| Miracle Mile Advisors, LLC | 4,215 | $896.8K | 0.02% | +4,215 | New |
| MCF Advisors LLC | 4,215 | $896.8K | 0.06% | +2,931+228.3% | Added |
| PDS Planning, Inc | 4,234 | $900.8K | 0.07% | +2,231+111.4% | Added |
| Verdence Capital Advisors LLC | 4,244 | $902.9K | 0.06% | +812+23.7% | Added |
| Unified Investment Management | 4,261 | $906.5K | 0.97% | +67+1.6% | Added |
| Romano Brothers and Company | 4,303 | $915.5K | 0.11% | +2,409+127.2% | Added |
| 44 Wealth Management LLC | 4,329 | $921.0K | 0.33% | +3,136+262.9% | Added |
| Calton & Associates, Inc. | 4,330 | $921.2K | 0.16% | +4,330 | New |
| Gryphon Financial Partners LLC | 4,332 | $921.8K | 0.12% | +1,334+44.5% | Added |
| Private Wealth Partners, LLC | 4,340 | $923.4K | 0.07% | +4,340 | New |
| FourThought Financial Partners, LLC | 4,377 | $931.3K | 0.09% | +3,083+238.3% | Added |
| Nations Financial Group Inc, | 4,401 | $936.4K | 0.06% | +4,401 | New |
| Patron Partners Advisors, LLC | 4,422 | $940.9K | 0.47% | +4,422 | New |
| Empower Advisory Group, LLC | 4,429 | $942.3K | 0.00% | +1,280+40.6% | Added |
| IHT Wealth Management, LLC | 4,433 | $943.1K | 0.03% | +2,139+93.2% | Added |
| Driehaus Capital Management LLC | 4,457 | $948.3K | 0.01% | +4,457 | New |
| Proficio Capital Partners LLC | 4,460 | $948.9K | 0.06% | +1,786+66.8% | Added |
| Quotient Wealth Partners, LLC | 4,465 | $950.0K | 0.03% | +740+19.9% | Added |
| Pennsylvania Capital Management Inc | 4,477 | $952.5K | 0.30% | +2,907+185.2% | Added |
| Mather Group, LLC. | 4,493 | $955.9K | 0.01% | +3,212+250.7% | Added |
| Belpointe Asset Management LLC | 4,493 | $956.0K | 0.04% | +4,493 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,501 | $957.6K | 0.22% | +1,165+34.9% | Added |
| Foundations Investment Advisors, LLC | 4,517 | $961.0K | 0.02% | +2,390+112.4% | Added |
| Sky Investment Group LLC | 4,532 | $964.2K | 0.17% | +78+1.8% | Added |
| Sunflower Bank, N.A. | 4,535 | $964.9K | 0.24% | +1,819+67.0% | Added |
| Journey Strategic Wealth LLC | 4,555 | $969.2K | 0.03% | +2,784+157.2% | Added |
| RMR Wealth Builders | 4,595 | $977.6K | 0.09% | +589+14.7% | Added |
| Johnson Investment Counsel Inc | 4,624 | $983.9K | 0.01% | +3,168+217.6% | Added |
| Mountain Pacific Investment Advisers Inc | 4,651 | $989.5K | 0.07% | +203+4.6% | Added |
| Crews Bank & Trust | 4,673 | $994.2K | 0.16% | +4,673 | New |
| Kathmere Capital Management, LLC | 4,674 | $994.4K | 0.08% | +1,151+32.7% | Added |
| Cornercap Investment Counsel Inc | 4,682 | $996.1K | 0.52% | +4,682 | New |
| American Money Management, LLC | 4,725 | $1.01M | 0.18% | +4,725 | New |
| Baader Bank INC | 4,749 | $1.01M | 0.09% | +1,036+27.9% | Added |
| Brasada Capital Management, LP | 4,750 | $1.01M | 0.17% | +4,750 | New |
| Integris Wealth Management, LLC | 4,770 | $1.01M | 0.26% | +4,770 | New |
| Fox Run Management, L.L.C. | 4,777 | $1.02M | 0.17% | +4,777 | New |
| Continuum Advisory, LLC | 4,779 | $1.02M | 0.12% | +287+6.4% | Added |
| Ronald Blue Trust, Inc. | 4,824 | $1.03M | 0.01% | +1,049+27.8% | Added |
| Great Valley Advisor Group, Inc. | 4,826 | $1.03M | 0.02% | +931+23.9% | Added |
| Rossmore Private Capital | 4,843 | $1.03M | 0.12% | +437+9.9% | Added |