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; 2,130 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
- 1,962
- +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
- 1,010 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 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $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 |
|---|---|---|---|---|---|
| Vista Capital Partners, Inc. | 966 | $205.5K | 0.02% | +966 | New |
| Heartland Bank & Trust Co | 968 | $206.0K | 0.10% | +968 | New |
| Smith Thornton Advisors LLC | 969 | $206.2K | 0.12% | +969 | New |
| Cardinal Point Capital Management, ULC | 970 | $206.4K | 0.02% | +970 | New |
| Corecam Pte. Ltd. | 971 | $206.6K | 0.12% | +971 | New |
| Caliber Wealth Management, LLC | 971 | $206.6K | 0.02% | +971 | New |
| Jaffetilchin Investment Partners, LLC | 972 | $206.8K | 0.01% | +972 | New |
| Kinloch Capital, LLC | 981 | $208.7K | 0.10% | +981 | New |
| Aletheian Wealth Advisors LLC | 982 | $208.9K | 0.10% | +982 | New |
| Diversify Wealth Management, LLC | 969 | $210.1K | 0.01% | +969 | New |
| Meriwether Wealth & Planning, LLC | 990 | $210.6K | 0.13% | +990 | New |
| Evermay Wealth Management LLC | 993 | $211.3K | 0.03% | +273+37.9% | Added |
| Birch Hill Investment Advisors LLC | 993 | $211.3K | 0.01% | +993 | New |
| Strategic Financial Services, Inc, | 993 | $211.3K | 0.01% | +993 | New |
| W Advisors, LLC | 995 | $211.6K | 0.12% | +995 | New |
| Cohen Capital Management, Inc. | 996 | $211.9K | 0.03% | +996 | New |
| Apella Capital, LLC | 976 | $213.0K | 0.01% | +976 | New |
| Canton Hathaway, LLC | 1,000 | $213.0K | 0.04% | +1,000 | New |
| LCNB Corp | 1,003 | $213.4K | 0.08% | +1,003 | New |
| Game Plan Financial Advisors, LLC | 1,004 | $213.6K | 0.09% | +329+48.7% | Added |
| Nicholas Hoffman & Company, LLC. | 1,007 | $214.2K | 0.01% | +1,007 | New |
| Longboard Asset Management, LP | 1,009 | $214.7K | 0.53% | +1,009 | New |
| Brookwood Investment Group LLC | 1,013 | $215.5K | 0.03% | +1,013 | New |
| Hassell Wealth Management, LLC | 983 | $215.7K | 0.08% | +983 | New |
| CogentBlue Wealth Advisors, LLC | 1,015 | $216.0K | 0.17% | +1,015 | New |
| Integrity Alliance, LLC. | 1,015 | $216.0K | 0.01% | +1,015 | New |
| Good Life Advisors, LLC | 1,015 | $216.0K | 0.01% | +1,015 | New |
| Zions Bancorporation, National Association | 1,016 | $216.2K | 0.01% | +515+102.8% | Added |
| Main Street Research LLC | 1,016 | $216.2K | 0.01% | +1,016 | New |
| American National Bank | 1,018 | $216.6K | 0.02% | +1,018 | New |
| United Bank | 1,019 | $216.8K | 0.03% | +1,019 | New |
| Liberty Capital Management, Inc. | 1,019 | $216.8K | 0.04% | +1,019 | New |
| Jupiter Wealth Management LLC | 1,000 | $217.0K | 0.11% | +1,000 | New |
| Cohen & Steers, Inc. | 1,019 | $217.0K | 0.00% | +1,019 | New |
| CHB Investment Group, LLC | 1,020 | $217.0K | 0.11% | +1,020 | New |
| Sage Mountain Advisors LLC | 1,020 | $217.0K | 0.01% | −745−42.2% | Reduced |
| Roxbury Financial LLC | 1,020 | $217.0K | 0.21% | −29−2.8% | Reduced |
| Alteri Wealth LLC | 1,022 | $217.5K | 0.08% | +1,022 | New |
| Newport Capital Group, LLC | 1,023 | $217.7K | 0.15% | +1,023 | New |
| Flow Traders U.S. LLC | 1,025 | $218.0K | 0.01% | +1,025 | New |
| First Hawaiian Bank | 1,029 | $218.9K | 0.03% | +1,029 | New |
| Tortoise Investment Management, LLC | 1,030 | $219.1K | 0.02% | +644+166.8% | Added |
| Anchor Investment Management, LLC | 1,031 | $219.4K | 0.02% | +378+57.9% | Added |
| Canopy Partners, LLC | 1,032 | $219.6K | 0.08% | +1,032 | New |
| SlateStone Wealth, LLC | 1,033 | $220.0K | 0.02% | +1,033 | New |
| Sonora Investment Management Group, LLC | 1,038 | $220.8K | 0.02% | +1,038 | New |
| Abel Hall, LLC | 1,041 | $221.4K | 0.10% | +1,041 | New |
| Lincoln Capital LLC | 1,041 | $221.5K | 0.04% | +1,041 | New |
| Holistic Financial Partners | 1,042 | $221.7K | 0.10% | +1,042 | New |
| Chico Wealth RIA | 1,046 | $222.5K | 0.18% | +1,046 | New |
| Total Clarity Wealth Management, Inc. | 1,047 | $222.7K | 0.06% | +1,047 | New |
| WealthTrust Axiom LLC | 1,048 | $223.0K | 0.07% | +1,048 | New |
| Intrua Financial, LLC | 1,055 | $224.5K | 0.03% | +1,055 | New |
| Greystone Financial Group, LLC | 1,059 | $225.3K | 0.04% | +1,059 | New |
| Freestone Capital Holdings, LLC | 1,060 | $225.5K | 0.01% | +1,060 | New |
| Sepio Capital, LP | 1,061 | $225.7K | 0.02% | +1,061 | New |
| Drive Wealth Management, LLC | 1,061 | $225.8K | 0.05% | +1,061 | New |
| Ariston Services Group | 1,064 | $226.4K | 0.16% | −348−24.6% | Reduced |
| Baxter Bros Inc | 1,064 | $226.4K | 0.03% | +1,064 | New |
| Flaharty Asset Management, LLC | 1,065 | $226.6K | 0.03% | +197+22.7% | Added |
| Prelude Capital Management, LLC | 1,069 | $227.4K | 0.02% | +1,069 | New |
| Oak Grove Capital LLC | 1,069 | $227.4K | 0.05% | +1,069 | New |
| Redwood Financial Network Corp | 1,070 | $227.7K | 0.15% | +1,070 | New |
| Hyperion Capital Advisors LP | 1,071 | $227.9K | 0.14% | −430−28.6% | Reduced |
| Millington Financial Advisors, LLC | 1,039 | $228.0K | 0.12% | +1,039 | New |
| Hemington Wealth Management | 1,073 | $228.0K | 0.03% | +528+96.9% | Added |
| Stonebrook Private Inc. | 1,072 | $228.1K | 0.05% | +1,072 | New |
| Retireful, LLC | 1,075 | $228.7K | 0.16% | +1,075 | New |
| AlphaCore Capital LLC | 1,087 | $231.2K | 0.01% | +754+226.4% | Added |
| Becker Capital Management Inc | 1,090 | $231.8K | 0.01% | +1,090 | New |
| Symmetry Partners, LLC | 1,091 | $232.0K | 0.03% | +1,091 | New |
| Twinbeech Capital LP | 1,095 | $233.0K | 0.01% | +1,095 | New |
| Mill Creek Capital Advisors, LLC | 1,096 | $233.2K | 0.01% | +1,096 | New |
| Saxony Capital Management, LLC | 1,097 | $233.4K | 0.18% | +1,097 | New |
| Salomon & Ludwin, LLC | 1,069 | $233.9K | 0.02% | +75+7.5% | Added |
| Wall Street Financial Group, Inc. | 1,105 | $235.1K | 0.21% | +1,105 | New |
| Keebeck Wealth Management, LLC | 1,111 | $236.4K | 0.03% | +1,111 | New |
| Three Bridge Wealth Advisors, LLC | 1,112 | $236.6K | 0.06% | +1,112 | New |
| Exchange Bank | 1,115 | $237.2K | 0.19% | +1,115 | New |
| Symphony Financial, Ltd. Co. | 1,551 | $237.6K | 0.03% | +1,551 | New |
| Camden National Bank | 1,119 | $238.1K | 0.03% | +1,119 | New |
| Lantz Financial LLC | 1,120 | $238.3K | 0.06% | +1,120 | New |
| Kraft, Davis & Associates, LLC | 1,116 | $239.0K | 0.07% | +1,116 | New |
| Allen Capital Group, LLC | 1,128 | $240.0K | 0.03% | +1,128 | New |
| Franklin Street Advisors Inc | 1,135 | $241.0K | 0.01% | +1,135 | New |
| Dunhill Financial, LLC | 1,132 | $241.1K | 0.07% | +332+41.5% | Added |
| West Paces Advisors Inc. | 1,137 | $241.9K | 0.05% | +316+38.5% | Added |
| RB Capital Management, LLC | 1,137 | $241.9K | 0.05% | +1,137 | New |
| Commonwealth Retirement Investments LLC | 1,145 | $243.6K | 0.09% | +1,145 | New |
| Peoples Bank | 1,145 | $243.7K | 0.16% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,147 | $244.0K | 0.02% | +1,147 | New |
| Focus Financial Network, Inc. | 1,148 | $244.1K | 0.01% | +1,148 | New |
| Brooklyn FI, LLC | 1,148 | $244.2K | 0.06% | +1,148 | New |
| Omnia Family Wealth, LLC | 1,149 | $244.5K | 0.09% | +1,149 | New |
| Parisi Gray Wealth Management | 1,149 | $244.6K | 0.07% | +1,149 | New |
| Rodgers Brothers Inc. | 1,150 | $244.7K | 0.03% | +1,150 | New |
| Mechanics Bank Trust Department | 1,154 | $245.5K | 0.04% | +1,154 | New |
| Turning Point Benefit Group, Inc. | 1,154 | $245.5K | 0.19% | +1,154 | New |
| Charter Capital Management, LLC | 1,157 | $246.2K | 0.14% | +1,157 | New |
| Private Client Services, LLC | 1,157 | $246.2K | 0.10% | +1,157 | New |