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 |
|---|---|---|---|---|---|
| Investment House LLC | 14,231 | $3.03M | 0.15% | +14,231 | New |
| Transcend Wealth Collective, LLC | 14,234 | $3.03M | 0.24% | +1,339+10.4% | Added |
| GAMMA Investing LLC | 14,282 | $3.04M | 0.19% | +6,764+90.0% | Added |
| Vident Advisory, LLC | 14,384 | $3.06M | 0.03% | +6,294+77.8% | Added |
| Aviance Capital Partners, LLC | 14,404 | $3.06M | 0.40% | +313+2.2% | Added |
| Stratos Wealth Partners, LTD. | 14,429 | $3.07M | 0.04% | +8,407+139.6% | Added |
| Round Rock Advisors, LLC | 14,484 | $3.08M | 0.53% | +189+1.3% | Added |
| Brookstone Capital Management | 14,557 | $3.10M | 0.04% | +10,877+295.6% | Added |
| Griffin Asset Management, Inc. | 14,633 | $3.11M | 0.37% | +14,633 | New |
| Equitable Holdings, Inc. | 14,650 | $3.12M | 0.03% | +7,073+93.3% | Added |
| Hudson Canyon Capital Management | 14,684 | $3.12M | 1.94% | −316−2.1% | Reduced |
| Pallas Capital Advisors LLC | 14,962 | $3.18M | 0.12% | +9,123+156.2% | Added |
| Clearstead Advisors, LLC | 14,976 | $3.19M | 0.04% | +503+3.5% | Added |
| Coldstream Capital Management Inc | 15,055 | $3.20M | 0.05% | +7,484+98.9% | Added |
| Axxcess Wealth Management, LLC | 15,074 | $3.21M | 0.08% | +5,446+56.6% | Added |
| Hilltop Holdings Inc. | 15,100 | $3.21M | 0.21% | +15,100 | New |
| Parallel Advisors, LLC | 15,124 | $3.22M | 0.06% | +8,070+114.4% | Added |
| Sovran Advisors, LLC | 14,808 | $3.22M | 0.34% | −8,713−37.0% | Reduced |
| Richard Bernstein Advisors LLC | 15,168 | $3.23M | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 15,217 | $3.24M | 0.29% | +6,527+75.1% | Added |
| Peapack Gladstone Financial Corp | 15,294 | $3.25M | 0.05% | +6,102+66.4% | Added |
| TD Waterhouse Canada Inc. | 15,319 | $3.29M | 0.02% | +12,952+547.2% | Added |
| Ritholtz Wealth Management | 15,665 | $3.33M | 0.07% | +4,821+44.5% | Added |
| MASTERINVEST Kapitalanlage GmbH | 15,681 | $3.34M | 0.35% | +15,681 | New |
| Everence Capital Management Inc | 15,730 | $3.35M | 0.22% | +5,880+59.7% | Added |
| Erste Asset Management GmbH | 15,944 | $3.36M | 0.03% | +15,944 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 15,799 | $3.36M | 0.01% | −1,019−6.1% | Reduced |
| Sequoia Financial Advisors, LLC | 15,919 | $3.39M | 0.02% | +8,370+110.9% | Added |
| Cohen Klingenstein LLC | 16,064 | $3.42M | 0.11% | +9,784+155.8% | Added |
| AdvisorNet Financial, Inc | 16,080 | $3.42M | 0.22% | +2,572+19.0% | Added |
| Arkadios Wealth Advisors | 16,111 | $3.43M | 0.10% | +5,184+47.4% | Added |
| Exor Capital LLP | 16,134 | $3.43M | 0.07% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 16,145 | $3.43M | 0.07% | +14,403+826.8% | Added |
| Thompson Investment Management, Inc. | 16,158 | $3.44M | 0.49% | +16,158 | New |
| Stephens Inc | 16,179 | $3.44M | 0.05% | +1,950+13.7% | Added |
| Oddo BHF Asset Management SAS | 16,207 | $3.45M | 0.13% | +16,207 | New |
| Greenleaf Trust | 16,345 | $3.48M | 0.03% | +5,428+49.7% | Added |
| Allworth Financial LP | 16,505 | $3.51M | 0.02% | +11,219+212.2% | Added |
| Point72 Hong Kong Ltd | 16,550 | $3.52M | 0.24% | +16,550 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 16,603 | $3.53M | 0.25% | +50+0.3% | Added |
| YHB Investment Advisors, Inc. | 16,829 | $3.58M | 0.28% | +1,320+8.5% | Added |
| Clear Harbor Asset Management, LLC | 16,879 | $3.59M | 0.27% | +11,221+198.3% | Added |
| Forum Financial Management, LP | 16,912 | $3.60M | 0.05% | +11,263+199.4% | Added |
| Rehmann Capital Advisory Group | 16,958 | $3.61M | 0.22% | +5,617+49.5% | Added |
| Gabelli Funds LLC | 16,963 | $3.61M | 0.03% | +2,012+13.5% | Added |
| Wetherby Asset Management Inc | 17,004 | $3.62M | 0.16% | +17,004 | New |
| FineMark National Bank & Trust | 17,040 | $3.63M | 0.12% | +538+3.3% | Added |
| Fifth Third Wealth Advisors LLC | 17,056 | $3.63M | 0.15% | +10,290+152.1% | Added |
| Old Second National Bank of Aurora | 17,196 | $3.66M | 0.80% | +17,196 | New |
| Appleton Partners Inc | 17,212 | $3.66M | 0.26% | +17,212 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 17,227 | $3.67M | 0.25% | +6,216+56.5% | Added |
| Summit Trail Advisors, LLC | 17,314 | $3.68M | 0.06% | +10,470+153.0% | Added |
| Kestra Private Wealth Services, LLC | 17,388 | $3.70M | 0.05% | +11,556+198.1% | Added |
| Diversified Trust Co | 17,456 | $3.71M | 0.08% | +1,720+10.9% | Added |
| Parallax Volatility Advisers, L.P. | 17,466 | $3.72M | 0.15% | −74,395−81.0% | Reduced |
| Tufton Capital Management | 17,483 | $3.72M | 0.71% | −331−1.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 17,503 | $3.72M | 1.33% | +17,503 | New |
| XTX Topco Ltd | 17,658 | $3.76M | 0.16% | +3,239+22.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17,701 | $3.77M | 0.03% | +17,701 | New |
| Thomasville National Bank | 17,708 | $3.77M | 0.26% | −3,035−14.6% | Reduced |
| Family Management Corp | 18,129 | $3.86M | 0.59% | +18,129 | New |
| Empowered Funds, LLC | 18,216 | $3.88M | 0.04% | +7,767+74.3% | Added |
| Signaturefd, LLC | 18,282 | $3.89M | 0.07% | +8,795+92.7% | Added |
| Verition Fund Management LLC | 18,327 | $3.90M | 0.02% | +15,087+465.6% | Added |
| Horizon Investments, LLC | 18,679 | $3.97M | 0.06% | +2,335+14.3% | Added |
| Bleakley Financial Group, LLC | 18,764 | $3.99M | 0.10% | +18,764 | New |
| Citizens Financial Group Inc | 18,942 | $4.03M | 0.06% | +9,548+101.6% | Added |
| Johnson Financial Group, Inc. | 19,083 | $4.06M | 0.18% | −1,050−5.2% | Reduced |
| Vista Investment Management | 19,180 | $4.08M | 1.51% | +8,010+71.7% | Added |
| Heritage Trust Co | 19,182 | $4.08M | 0.47% | +347+1.8% | Added |
| BancorpSouth Bank | 19,263 | $4.10M | 0.27% | +551+2.9% | Added |
| Paradigm Financial Partners, LLC | 19,297 | $4.11M | 0.45% | +692+3.7% | Added |
| EJF Capital LLC | 19,379 | $4.12M | 3.28% | −3,681−16.0% | Reduced |
| Benjamin Edwards Inc | 19,388 | $4.13M | 0.05% | +10,187+110.7% | Added |
| Ascent Group, LLC | 19,574 | $4.16M | 0.16% | +1,698+9.5% | Added |
| J.W. Cole Advisors, Inc. | 19,612 | $4.17M | 0.09% | +13,292+210.3% | Added |
| Montag A & Associates Inc | 19,680 | $4.19M | 0.20% | +8,233+71.9% | Added |
| Kestra Investment Management, LLC | 19,813 | $4.19M | 0.06% | +19,078+2,595.6% | Added |
| River Wealth Advisors LLC | 19,755 | $4.20M | 0.52% | +4,307+27.9% | Added |
| Concurrent Investment Advisors, LLC | 19,819 | $4.22M | 0.08% | +2,030+11.4% | Added |
| Birnam Oak Advisors, LP | 19,833 | $4.22M | 1.26% | +19,833 | New |
| Robertson Stephens Wealth Management, LLC | 19,985 | $4.25M | 0.15% | +19,985 | New |
| Twin Capital Management Inc | 20,062 | $4.27M | 0.45% | +418+2.1% | Added |
| Brighton Jones LLC | 20,123 | $4.28M | 0.12% | +6,327+45.9% | Added |
| Savant Capital, LLC | 20,185 | $4.29M | 0.03% | +12,514+163.1% | Added |
| Machina Capital S.A.S. | 20,251 | $4.31M | 0.90% | +20,251 | New |
| TD Private Client Wealth LLC | 20,400 | $4.34M | 0.11% | +18,879+1,241.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,405 | $4.34M | 0.07% | +8,280+68.3% | Added |
| Trust Co of Vermont | 20,409 | $4.34M | 0.20% | +2,635+14.8% | Added |
| Sterling Capital Management LLC | 20,511 | $4.36M | 0.06% | +1,902+10.2% | Added |
| Eagle Rock Investment Company, LLC | 20,556 | $4.37M | 0.69% | −210−1.0% | Reduced |
| Trustmark National Bank Trust Department | 20,635 | $4.39M | 0.30% | +1,360+7.1% | Added |
| Highland Capital Management, LLC | 20,920 | $4.45M | 0.24% | +50+0.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 20,939 | $4.45M | 0.14% | +13,387+177.3% | Added |
| Spears Abacus Advisors LLC | 21,062 | $4.48M | 0.09% | +1,756+9.1% | Added |
| Two Sigma Investments, LP | 21,072 | $4.48M | 0.01% | +1,510+7.7% | Added |
| Merit Financial Group, LLC | 21,093 | $4.49M | 0.05% | +14,951+243.4% | Added |
| TCTC Holdings, LLC | 21,149 | $4.50M | 0.14% | +21,149 | New |
| English Capital Management LLC | 21,176 | $4.51M | 2.98% | 00.0% | Unchanged |
| Glenview Trust Co | 21,207 | $4.51M | 0.08% | +16,118+316.7% | Added |