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 |
|---|---|---|---|---|---|
| Atlas Wealth LLC | 1,402 | $301.7K | 0.11% | +1,402 | New |
| Requisite Capital Management, LLC | 1,422 | $302.5K | 0.07% | +170+13.6% | Added |
| Hoxton Planning & Management, LLC | 1,422 | $302.5K | 0.10% | +1,422 | New |
| Kingswood Wealth Advisors, LLC | 1,428 | $303.8K | 0.02% | +1,428 | New |
| Global Financial Private Client, LLC | 1,432 | $304.7K | 0.11% | +744+108.1% | Added |
| Capital Advisors Inc | 1,434 | $305.2K | 0.01% | +1,434 | New |
| Doliver Advisors, LP | 1,437 | $305.7K | 0.08% | −16−1.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,443 | $307.0K | 0.11% | +1,443 | New |
| Root Financial Partners, LLC | 1,443 | $307.0K | 0.03% | +1,443 | New |
| Green Harvest Asset Management LLC | 1,445 | $307.5K | 0.01% | +1,445 | New |
| Bell Bank | 1,446 | $307.7K | 0.01% | +1,446 | New |
| Northwest Wealth Management, LLC | 1,450 | $308.4K | 0.06% | +1,450 | New |
| Aspen Grove Capital, LLC | 1,451 | $308.7K | 0.05% | +1,451 | New |
| Money Concepts Capital Corp | 1,457 | $310.0K | 0.02% | +85+6.2% | Added |
| Klingman & Associates, LLC | 1,459 | $310.4K | 0.02% | +1,459 | New |
| Foster Group, Inc. | 1,461 | $310.8K | 0.01% | +1,461 | New |
| NBC Securities, Inc. | 1,466 | $311.0K | 0.03% | +671+84.4% | Added |
| MBB Public Markets I LLC | 1,463 | $311.3K | 0.04% | −326−18.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,464 | $311.5K | 0.02% | +1,464 | New |
| AF Advisors, Inc. | 1,465 | $311.7K | 0.11% | +1,465 | New |
| Human Investing LLC | 1,468 | $312.4K | 0.05% | +36+2.5% | Added |
| May Hill Capital, LLC | 1,470 | $312.9K | 0.10% | +1,470 | New |
| Winthrop Advisory Group LLC | 1,475 | $313.9K | 0.03% | +1,475 | New |
| Lipe & Dalton | 1,474 | $314.0K | 0.17% | +1,474 | New |
| Truvestments Capital LLC | 1,477 | $314.3K | 0.06% | +159+12.1% | Added |
| Hamilton Point Investment Advisors, LLC | 1,478 | $314.5K | 0.05% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,483 | $315.5K | 0.10% | +1,483 | New |
| McAdam, LLC | 1,484 | $315.7K | 0.02% | +1,484 | New |
| Arete Wealth Advisors, LLC | 1,486 | $316.0K | 0.02% | +1,486 | New |
| Sunbelt Securities, Inc. | 1,777 | $316.9K | 0.03% | −1−0.1% | Reduced |
| Mayfair Advisory Group, LLC | 1,524 | $317.3K | 0.15% | +1,524 | New |
| Angeles Wealth Management, LLC | 1,492 | $317.4K | 0.02% | +1,492 | New |
| Charter Oak Capital Management, LLC | 1,494 | $317.8K | 0.03% | +1,494 | New |
| Buttonwood Financial Advisors Inc. | 1,494 | $317.8K | 0.13% | +1,494 | New |
| Novem Group | 1,495 | $318.1K | 0.04% | +89+6.3% | Added |
| Genesis Private Wealth, LLC | 1,495 | $318.1K | 0.15% | +204+15.8% | Added |
| Willis Investment Counsel | 1,500 | $319.1K | 0.02% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 1,502 | $319.6K | 0.02% | +1,502 | New |
| Dillon & Associates Inc | 1,502 | $320.0K | 0.04% | +2+0.1% | Added |
| IMS Capital Management | 1,505 | $320.2K | 0.15% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,505 | $320.2K | 0.08% | +1,505 | New |
| Mason & Associates Inc | 1,511 | $321.5K | 0.07% | +1,511 | New |
| Guardian Partners Inc. | 1,475 | $321.6K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 1,514 | $322.1K | 0.08% | +371+32.5% | Added |
| Berger Financial Group, Inc | 1,514 | $322.1K | 0.02% | +1,514 | New |
| Monument Capital Management | 1,519 | $323.3K | 0.08% | +1,519 | New |
| Williamson Legacy Group, LLC | 1,520 | $323.4K | 0.27% | +1,520 | New |
| Walkner Condon Financial Advisors LLC | 1,523 | $324.0K | 0.06% | +216+16.5% | Added |
| SeaCrest Wealth Management, LLC | 1,524 | $324.3K | 0.04% | +1,524 | New |
| Charter Research & Investment Group, Inc. | 1,534 | $326.4K | 0.24% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,534 | $326.4K | 0.06% | +1,534 | New |
| J.Safra Asset Management Corp | 1,536 | $326.8K | 0.02% | +1,146+293.8% | Added |
| Taylor Hoffman Capital Management LLC | 1,540 | $327.6K | 0.11% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,545 | $328.7K | 0.06% | +34+2.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,545 | $328.7K | 0.11% | +381+32.7% | Added |
| Heritage Wealth Advisors | 1,547 | $329.1K | 0.02% | +262+20.4% | Added |
| D.B. Root & Company, LLC | 1,549 | $329.6K | 0.10% | +92+6.3% | Added |
| Rosenberg Matthew Hamilton | 1,551 | $330.0K | 0.08% | +5+0.3% | Added |
| Patten & Patten Inc | 1,555 | $330.9K | 0.02% | +1,555 | New |
| Sym Financial Corp | 1,559 | $331.7K | 0.04% | +1,559 | New |
| Fort Sheridan Advisors LLC | 1,559 | $331.7K | 0.05% | +1,559 | New |
| Gallacher Capital Management LLC | 1,577 | $335.5K | 0.16% | +1,577 | New |
| Beckerman Institutional, LLC | 1,579 | $336.0K | 0.22% | +11+0.7% | Added |
| RVW Wealth, LLC | 1,580 | $336.2K | 0.03% | +154+10.8% | Added |
| Humankind Investments LLC | 1,584 | $337.0K | 0.08% | +331+26.4% | Added |
| Medallion Wealth Advisors, LLC | 1,571 | $337.0K | 0.13% | +208+15.3% | Added |
| Marco Investment Management LLC | 1,585 | $337.2K | 0.03% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,594 | $339.1K | 0.30% | +1,594 | New |
| SBI Securities Co., Ltd. | 1,599 | $340.2K | 0.01% | +654+69.2% | Added |
| LGT Fund Management Co Ltd. | 1,600 | $340.4K | 0.03% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,600 | $340.4K | 0.14% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,600 | $340.4K | 0.16% | +1,300+433.3% | Added |
| Inscription Capital, LLC | 1,602 | $340.9K | 0.05% | +1,602 | New |
| WoodTrust Financial Corp | 1,601 | $341.0K | 0.05% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 1,603 | $341.1K | 0.01% | +1,603 | New |
| Allianz SE | 1,610 | $342.5K | 0.01% | 00.0% | Unchanged |
| First Financial Group Corp | 1,612 | $343.1K | 0.34% | +1,612 | New |
| Astoria Portfolio Advisors LLC. | 1,634 | $345.3K | 0.10% | +1,634 | New |
| One Wealth Capital Management, LLC | 1,624 | $345.5K | 0.16% | −87−5.1% | Reduced |
| Strategic Equity Management | 1,625 | $345.7K | 0.13% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,628 | $346.3K | 0.03% | −20,941−92.8% | Reduced |
| D'Orazio & Associates, Inc. | 1,628 | $346.3K | 0.05% | +420+34.8% | Added |
| TownSquare Capital, LLC | 1,634 | $347.6K | 0.03% | −16,758−91.1% | Reduced |
| Studio Investment Management LLC | 1,639 | $348.7K | 0.07% | −101−5.8% | Reduced |
| RiverFront Investment Group, LLC | 1,640 | $348.9K | 0.01% | −36−2.1% | Reduced |
| First Affirmative Financial Network | 1,642 | $349.4K | 0.18% | +1,642 | New |
| E Fund Management Co., Ltd. | 1,643 | $349.6K | 0.02% | +1,643 | New |
| Resurgent Financial Advisors LLC | 1,644 | $349.8K | 0.19% | +45+2.8% | Added |
| HHM Wealth Advisors, LLC | 1,644 | $349.8K | 0.04% | +1,301+379.3% | Added |
| KC Investment Advisors, LLC | 1,648 | $350.6K | 0.12% | −59−3.5% | Reduced |
| Compagnie Lombard Odier SCmA | 1,650 | $351.1K | 0.00% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,651 | $351.3K | 0.09% | +112+7.3% | Added |
| Ethos Financial Group, LLC | 1,652 | $351.5K | 0.03% | +187+12.8% | Added |
| F/M Investments LLC | 1,659 | $353.0K | 0.01% | −14−0.8% | Reduced |
| Passive Capital Management, LLC. | 1,641 | $353.1K | 0.11% | +179+12.2% | Added |
| Probity Advisors, Inc. | 1,660 | $353.2K | 0.06% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,663 | $353.8K | 0.18% | −551−24.9% | Reduced |
| Onefund, LLC | 1,662 | $354.0K | 0.25% | +1,662 | New |
| MJP Associates Inc | 1,667 | $354.7K | 0.05% | +1,667 | New |
| Hilltop Partners LLC | 1,673 | $355.9K | 0.11% | +38+2.3% | Added |