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
- 1,961
- +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 | 2,130 | $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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 1,676 | $356.6K | 0.04% | +100+6.3% | Added |
| Cornerstone Wealth Management, LLC | 1,677 | $356.8K | 0.02% | +47+2.9% | Added |
| First Citizens Financial Corp | 1,677 | $356.8K | 0.20% | +1,677 | New |
| WSFS Capital Management, LLC | 1,693 | $360.3K | 0.02% | +510+43.1% | Added |
| Holistic Planning, LLC | 1,697 | $361.0K | 0.10% | +1,697 | New |
| Principal Street Partners, LLC | 1,698 | $361.3K | 0.04% | +1,698 | New |
| Burt Wealth Advisors | 1,703 | $362.3K | 0.08% | +1,703 | New |
| Ariadne Wealth Management, LP | 1,671 | $362.6K | 0.17% | +1,671 | New |
| Claris Financial LLC | 1,708 | $363.5K | 0.27% | +1,708 | New |
| Leavell Investment Management, Inc. | 1,710 | $363.8K | 0.02% | +1,710 | New |
| Deseret Mutual Benefit Administrators | 1,711 | $364.0K | 0.17% | +593+53.0% | Added |
| Tanager Wealth Management LLP | 1,715 | $364.9K | 0.04% | +1,715 | New |
| Mayport, LLC | 1,721 | $366.2K | 0.09% | +1,721 | New |
| Riversedge Advisors, LLC | 1,722 | $366.4K | 0.07% | +1,722 | New |
| Axiom Financial Strategies, LLC | 1,725 | $367.0K | 0.20% | +203+13.3% | Added |
| First Bank & Trust | 1,730 | $368.1K | 0.07% | +1,730 | New |
| LVW Advisors, LLC | 1,733 | $368.7K | 0.04% | +416+31.6% | Added |
| Plimoth Trust Co LLC | 1,734 | $368.9K | 0.09% | +41+2.4% | Added |
| Natural Investments, LLC | 1,745 | $371.0K | 0.10% | +1,745 | New |
| AGH Wealth Advisors, LLC | 1,751 | $372.5K | 0.31% | +90+5.4% | Added |
| Journey Advisory Group, LLC | 1,754 | $373.2K | 0.03% | +1,754 | New |
| Waldron Private Wealth LLC | 1,761 | $374.7K | 0.02% | +1,761 | New |
| Capital Analysts, LLC | 1,763 | $376.0K | 0.01% | +7+0.4% | Added |
| Revolve Wealth Partners, LLC | 1,773 | $377.2K | 0.05% | +1,773 | New |
| Seven Mile Advisory | 1,774 | $377.4K | 0.23% | +168+10.5% | Added |
| Hickory Point Bank & Trust | 1,782 | $379.1K | 0.31% | +39+2.2% | Added |
| Regal Investment Advisors LLC | 1,786 | $379.9K | 0.03% | +1,786 | New |
| Diversified Enterprises, LLC | 1,792 | $381.3K | 0.03% | +523+41.2% | Added |
| Fortress Private Ledger, LLC | 1,798 | $382.5K | 0.17% | +322+21.8% | Added |
| Lockerman Financial Group, Inc. | 1,800 | $383.0K | 0.52% | 00.0% | Unchanged |
| Mathes Company, Inc. | 1,800 | $383.0K | 0.14% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,809 | $385.0K | 0.01% | +1,809 | New |
| Mount Vernon Associates Inc | 1,825 | $388.0K | 0.28% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,829 | $389.2K | 0.03% | +536+41.5% | Added |
| Chemistry Wealth Management LLC | 1,829 | $389.2K | 0.08% | +278+17.9% | Added |
| Farmers National Bank | 1,836 | $390.6K | 0.10% | +646+54.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,836 | $390.6K | 0.19% | +561+44.0% | Added |
| Aspire Private Capital, LLC | 1,837 | $390.8K | 0.09% | +1,837 | New |
| Wealthcare Advisory Partners LLC | 1,843 | $392.0K | 0.01% | +505+37.7% | Added |
| Balentine LLC | 1,843 | $392.1K | 0.02% | +259+16.4% | Added |
| Blue Barn Wealth, LLC | 1,847 | $393.0K | 0.19% | −33−1.8% | Reduced |
| MontVue Capital Management, Inc. | 1,870 | $397.9K | 0.28% | +713+61.6% | Added |
| Exencial Wealth Advisors, LLC | 1,882 | $400.4K | 0.01% | +252+15.5% | Added |
| Spectrum Financial Alliance Ltd LLC | 1,923 | $400.5K | 0.11% | −8−0.4% | Reduced |
| Fortress Wealth Group, LLC | 1,913 | $403.2K | 0.19% | +13+0.7% | Added |
| Philip James Wealth Mangement, LLC | 1,899 | $404.1K | 0.05% | +1,899 | New |
| Synergy Financial Group, LTD | 1,902 | $404.7K | 0.30% | +35+1.9% | Added |
| J. W. Coons Advisors, LLC | 1,905 | $405.3K | 0.09% | +1,905 | New |
| Court Place Advisors, LLC | 1,907 | $405.7K | 0.13% | +1,907 | New |
| Hills Bank & Trust Co | 1,908 | $405.9K | 0.03% | +1,908 | New |
| Evercore Wealth Management, LLC | 1,911 | $406.6K | 0.01% | −5,652−74.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,920 | $408.5K | 0.04% | +783+68.9% | Added |
| Cromwell Holdings LLC | 1,921 | $408.7K | 0.25% | +826+75.4% | Added |
| City State Bank | 1,928 | $410.2K | 0.13% | +1,928 | New |
| Prepared Retirement Institute LLC | 1,929 | $410.4K | 0.24% | +1,929 | New |
| Inlet Private Wealth, LLC | 1,942 | $413.2K | 0.10% | +1,942 | New |
| Trust Point Inc. | 1,945 | $413.8K | 0.04% | +1,945 | New |
| Advisory Alpha, LLC | 1,946 | $414.4K | 0.01% | +300+18.2% | Added |
| Almanack Investment Partners, LLC. | 1,955 | $415.9K | 0.07% | +1,955 | New |
| First Business Financial Services, Inc. | 1,956 | $416.2K | 0.04% | +1,956 | New |
| Aviso Wealth Management | 1,956 | $416.2K | 0.19% | +1,956 | New |
| Mayflower Financial Advisors, LLC | 1,957 | $416.4K | 0.06% | +1,957 | New |
| Convergence Financial, LLC | 1,958 | $416.6K | 0.07% | −489−20.0% | Reduced |
| Pines Wealth Management, LLC | 1,896 | $418.8K | 0.15% | +245+14.8% | Added |
| Sentry Investment Management LLC | 1,927 | $419.0K | 0.23% | +733+61.4% | Added |
| Berkshire Bank | 1,970 | $419.1K | 0.10% | +155+8.5% | Added |
| Optiver Holding B.V. | 1,970 | $419.1K | 0.01% | +1,582+407.7% | Added |
| Advisor OS, LLC | 1,974 | $420.0K | 0.04% | +1,974 | New |
| Baker Avenue Asset Management, LP | 1,992 | $423.7K | 0.01% | +768+62.7% | Added |
| Banque Pictet & Cie SA | 1,992 | $423.8K | 0.00% | −134−6.3% | Reduced |
| Marion Wealth Management | 1,993 | $424.0K | 0.11% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 1,996 | $424.6K | 0.14% | +250+14.3% | Added |
| Level Four Advisory Services, LLC | 1,998 | $425.3K | 0.02% | +585+41.4% | Added |
| Challenger Wealth Management | 2,000 | $425.5K | 0.30% | −10−0.5% | Reduced |
| 1776 Wealth LLC | 2,000 | $425.5K | 0.18% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $425.5K | 0.07% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 2,000 | $425.5K | 0.41% | +2,000 | New |
| VeraBank, N.A. | 2,008 | $427.2K | 0.09% | +2,008 | New |
| International Assets Investment Management, LLC | 2,015 | $428.7K | 0.03% | +2,015 | New |
| HBW Advisory Services LLC | 2,021 | $429.9K | 0.05% | +577+40.0% | Added |
| Renaissance Group LLC | 2,025 | $430.8K | 0.02% | +2,025 | New |
| Warner Financial, Inc | 2,028 | $431.0K | 0.18% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,031 | $432.0K | 0.03% | −7,037−77.6% | Reduced |
| Barlow Wealth Partners, Inc. | 1,976 | $432.4K | 0.05% | +1,976 | New |
| JBGlobal.com LLC | 2,033 | $432.6K | 0.45% | +2,033 | New |
| Fulton Breakefield Broenniman LLC | 2,033 | $432.6K | 0.03% | +103+5.3% | Added |
| Midwest Trust Co | 2,034 | $432.8K | 0.01% | +2,034 | New |
| Bedel Financial Consulting, Inc. | 2,035 | $432.9K | 0.06% | +2,035 | New |
| Waddell & Associates, LLC | 2,037 | $433.4K | 0.05% | +2,037 | New |
| CoreFirst Bank & Trust | 2,042 | $434.5K | 0.25% | +2,042 | New |
| Ashton Thomas Private Wealth, LLC | 2,047 | $435.6K | 0.02% | −2,976−59.2% | Reduced |
| Main Street Financial Solutions, LLC | 2,048 | $435.7K | 0.03% | +2,048 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,049 | $435.9K | 0.04% | +274+15.4% | Added |
| Opal Wealth Advisors, LLC | 2,053 | $436.8K | 0.12% | −102−4.7% | Reduced |
| Five Oceans Advisors | 2,054 | $437.0K | 0.19% | +2,054 | New |
| Pettee Investors, Inc. | 2,055 | $437.2K | 0.26% | +2,055 | New |
| Perfromance Wealth Partners, LLC | 2,062 | $438.8K | 0.01% | +2,062 | New |
| MONECO Advisors, LLC | 2,076 | $441.6K | 0.04% | +699+50.8% | Added |
| Clark Capital Management Group, Inc. | 2,078 | $442.2K | 0.00% | +2,078 | New |
| GTS Securities LLC | 2,082 | $443.0K | 0.02% | +322+18.3% | Added |