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 |
|---|---|---|---|---|---|
| Bank Ozk | 4,865 | $1.04M | 0.40% | +22+0.5% | Added |
| Covenant Partners, LLC | 4,866 | $1.04M | 0.31% | +4,866 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,872 | $1.04M | 0.02% | +3,558+270.8% | Added |
| Affinity Investment Advisors, LLC | 4,882 | $1.04M | 0.79% | +4,882 | New |
| Leonteq Securities AG | 4,884 | $1.04M | 0.06% | +3,349+218.2% | Added |
| Voleon Capital Management LP | 4,925 | $1.05M | 0.06% | +4,925 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,971 | $1.06M | 0.19% | −4,372−46.8% | Reduced |
| Corsair Capital Management, L.P. | 4,981 | $1.06M | 0.20% | +4,981 | New |
| Essential Partners LLC | 4,984 | $1.06M | 0.42% | +4,984 | New |
| North Star Asset Management Inc | 5,085 | $1.08M | 0.05% | +5,085 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,087 | $1.08M | 0.36% | −190−3.6% | Reduced |
| Csenge Advisory Group | 5,727 | $1.08M | 0.06% | +2,189+61.9% | Added |
| Stony Point Wealth Management Inc. | 5,094 | $1.08M | 0.46% | +427+9.1% | Added |
| Crestwood Advisors Group LLC | 5,103 | $1.09M | 0.02% | +1,078+26.8% | Added |
| Jump Financial, LLC | 5,106 | $1.09M | 0.01% | +5,106 | New |
| Employees Retirement System of Texas | 5,142 | $1.09M | 0.01% | +5,142 | New |
| NewEdge Wealth, LLC | 5,279 | $1.09M | 0.02% | +365+7.4% | Added |
| Stevens Capital Management LP | 5,145 | $1.09M | 0.30% | +5,145 | New |
| Aspen Wealth Strategies, LLC | 5,156 | $1.10M | 0.66% | +720+16.2% | Added |
| Bank & Trust Co | 5,167 | $1.10M | 0.87% | −25−0.5% | Reduced |
| Cambria Investment Management, L.P. | 5,167 | $1.10M | 0.07% | +2,633+103.9% | Added |
| Daymark Wealth Partners, LLC | 5,258 | $1.12M | 0.04% | +1,070+25.5% | Added |
| Americana Partners, LLC | 5,309 | $1.13M | 0.04% | +1,795+51.1% | Added |
| Warren Averett Asset Management, LLC | 5,329 | $1.13M | 0.01% | +2,517+89.5% | Added |
| Sebold Capital Management, Inc. | 5,362 | $1.14M | 0.70% | +92+1.7% | Added |
| Eagle Harbor Asset Management Inc | 5,391 | $1.15M | 1.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,399 | $1.15M | 0.01% | +2,617+94.1% | Added |
| Venturi Wealth Management, LLC | 5,406 | $1.15M | 0.06% | +3,936+267.8% | Added |
| Commerzbank Aktiengesellschaft | 5,467 | $1.16M | 0.03% | +1,991+57.3% | Added |
| Wesbanco Bank Inc | 5,482 | $1.17M | 0.03% | +5,482 | New |
| Monetary Management Group Inc | 5,486 | $1.17M | 0.29% | +4,736+631.5% | Added |
| Jeppson Wealth Management, LLC | 5,499 | $1.17M | 0.40% | −148−2.6% | Reduced |
| Financial Engines Advisors L.L.C. | 5,523 | $1.18M | 0.00% | +5,523 | New |
| Dynamic Technology Lab Private Ltd | 5,540 | $1.18M | 0.16% | +5,540 | New |
| Northcape Wealth Management, LLC | 5,561 | $1.18M | 0.36% | +5,561 | New |
| Zacks Investment Management | 5,577 | $1.19M | 0.01% | +5,577 | New |
| Caldwell Trust Co | 5,579 | $1.19M | 0.12% | +4,220+310.5% | Added |
| Checchi Capital Advisers, LLC | 5,589 | $1.19M | 0.08% | +2,481+79.8% | Added |
| Atlas Capital Advisors LLC | 5,614 | $1.19M | 0.15% | +2,500+80.3% | Added |
| Fiduciary Family Office, LLC | 5,616 | $1.19M | 0.39% | +4,358+346.4% | Added |
| EverSource Wealth Advisors, LLC | 5,644 | $1.20M | 0.05% | +2,905+106.1% | Added |
| Uncommon Cents Investing LLC | 5,655 | $1.20M | 0.32% | +485+9.4% | Added |
| Power Wealth Management LLC | 5,664 | $1.21M | 0.46% | +32+0.6% | Added |
| GLOBALT Investments LLC | 5,675 | $1.21M | 0.05% | −71−1.2% | Reduced |
| Polymer Capital Management (US) LLC | 5,685 | $1.21M | 0.20% | +5,685 | New |
| Soltis Investment Advisors LLC | 5,708 | $1.21M | 0.10% | +1,102+23.9% | Added |
| Northern Financial Advisors Inc | 5,710 | $1.21M | 0.91% | +396+7.5% | Added |
| Segment Wealth Management, LLC | 5,734 | $1.22M | 0.08% | +5,734 | New |
| Arista Wealth Management, LLC | 5,749 | $1.22M | 0.17% | +5,749 | New |
| GPS Wealth Strategies Group, LLC | 5,760 | $1.23M | 0.14% | +5,759+575,900.0% | Added |
| Fort Point Capital Partners LLC | 5,765 | $1.23M | 0.12% | +5,765 | New |
| Northern Oak Wealth Management Inc | 5,772 | $1.23M | 0.16% | −145−2.5% | Reduced |
| Western Financial Corp | 5,791 | $1.23M | 0.66% | +3,509+153.8% | Added |
| Modern Wealth Management, LLC | 5,832 | $1.24M | 0.03% | +844+16.9% | Added |
| Westerkirk Capital Inc. | 5,843 | $1.24M | 0.15% | +5,843 | New |
| FIL Ltd | 5,866 | $1.25M | 0.00% | +2,000+51.7% | Added |
| Addison Capital Co | 5,899 | $1.26M | 0.44% | −54−0.9% | Reduced |
| Platform Technology Partners | 5,941 | $1.26M | 0.33% | +748+14.4% | Added |
| Arvest Investments, Inc. | 5,951 | $1.27M | 0.19% | −28−0.5% | Reduced |
| Perigon Wealth Management, LLC | 5,959 | $1.27M | 0.03% | +2,887+94.0% | Added |
| WealthTrust Asset Management, LLC | 5,967 | $1.27M | 0.95% | +5,967 | New |
| Silvercrest Asset Management Group LLC | 5,968 | $1.27M | 0.01% | +3,013+102.0% | Added |
| Kendall Capital Management | 5,973 | $1.27M | 0.34% | +5,973 | New |
| GenTrust, LLC | 5,990 | $1.27M | 0.06% | +35+0.6% | Added |
| Spire Wealth Management | 6,003 | $1.28M | 0.05% | −571−8.7% | Reduced |
| Diversify Advisory Services, LLC | 5,910 | $1.28M | 0.05% | +5,910 | New |
| EPG Wealth Management LLC | 6,022 | $1.28M | 0.38% | +47+0.8% | Added |
| Ameritas Investment Partners, Inc. | 6,037 | $1.28M | 0.04% | +2,405+66.2% | Added |
| South State Corp. | 6,053 | $1.29M | 0.06% | +1,891+45.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,059 | $1.29M | 0.36% | +212+3.6% | Added |
| Venture Visionary Partners LLC | 6,068 | $1.29M | 0.05% | +1,286+26.9% | Added |
| Whitener Capital Management, Inc. | 6,070 | $1.29M | 0.34% | −4−0.1% | Reduced |
| Cooper Financial Group | 6,131 | $1.30M | 0.15% | −673−9.9% | Reduced |
| City Holding Co | 6,146 | $1.31M | 0.17% | +604+10.9% | Added |
| Hilltop National Bank | 6,148 | $1.31M | 0.34% | +6,148 | New |
| Hazlett, Burt & Watson, Inc. | 6,160 | $1.31M | 0.54% | +6,144+38,400.0% | Added |
| Cigna Investments Inc | 6,171 | $1.31M | 0.22% | +2,333+60.8% | Added |
| Gratus Wealth Advisors, LLC | 6,214 | $1.32M | 0.20% | +6,214 | New |
| Frank, Rimerman Advisors LLC | 6,216 | $1.32M | 0.09% | +3,011+93.9% | Added |
| Pittenger & Anderson Inc | 6,276 | $1.34M | 0.05% | +6,276 | New |
| Equitable Trust Co | 6,320 | $1.34M | 0.07% | +834+15.2% | Added |
| Diligent Investors, LLC | 6,376 | $1.36M | 0.32% | +6,376 | New |
| Bayesian Capital Management, LP | 6,379 | $1.36M | 0.21% | +6,379 | New |
| Intact Investment Management Inc. | 6,400 | $1.36M | 0.05% | +1,600+33.3% | Added |
| GM Advisory Group, Inc. | 6,412 | $1.36M | 0.07% | +6,412 | New |
| Mount Lucas Management LP | 6,435 | $1.37M | 0.65% | +6,435 | New |
| Quantitative Investment Management, LLC | 6,443 | $1.37M | 0.18% | +5,140+394.5% | Added |
| Sargent Investment Group, LLC | 6,456 | $1.37M | 0.19% | −486−7.0% | Reduced |
| Steel Peak Wealth Management LLC | 6,513 | $1.39M | 0.05% | +412+6.8% | Added |
| Change Path, LLC | 6,537 | $1.39M | 0.04% | +1,634+33.3% | Added |
| Professional Financial Advisors, LLC | 6,564 | $1.40M | 0.32% | +6,564 | New |
| Boston Private Wealth LLC | 6,610 | $1.41M | 0.08% | −1,711−20.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 6,620 | $1.41M | 0.43% | +320+5.1% | Added |
| AE Wealth Management LLC | 6,687 | $1.42M | 0.01% | +4,664+230.5% | Added |
| Premier Path Wealth Partners, LLC | 6,703 | $1.43M | 0.20% | +2,415+56.3% | Added |
| Qtron Investments LLC | 6,720 | $1.43M | 0.18% | +3,928+140.7% | Added |
| Ironwood Investment Counsel, LLC | 8,150 | $1.43M | 0.22% | +3,714+83.7% | Added |
| Barden Capital Management, Inc. | 6,745 | $1.44M | 1.26% | −132−1.9% | Reduced |
| Prosperity Consulting Group, LLC | 6,802 | $1.45M | 0.11% | +1,327+24.2% | Added |
| Lecap Asset Management Ltd | 6,804 | $1.45M | 0.51% | +6,804 | New |