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 |
|---|---|---|---|---|---|
| Harbour Trust & Investment Management Co | 2,083 | $443.2K | 0.05% | +583+38.9% | Added |
| Acima Private Wealth, LLC | 2,095 | $445.7K | 0.15% | +1,995+1,995.0% | Added |
| Investment Management Corp | 2,108 | $448.5K | 0.41% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,112 | $449.4K | 0.07% | +2,112 | New |
| Walker Asset Management, LLC | 2,114 | $449.8K | 0.26% | +2,114 | New |
| Mutual Advisors, LLC | 2,116 | $450.4K | 0.01% | +938+79.6% | Added |
| Beese Fulmer Investment Management, Inc. | 2,134 | $454.0K | 0.03% | +209+10.9% | Added |
| BSW Wealth Partners | 2,155 | $458.6K | 0.06% | +2,155 | New |
| Meridian Wealth Management, LLC | 2,163 | $460.2K | 0.02% | +2,163 | New |
| TruWealth Advisors, LLC | 2,164 | $460.5K | 0.03% | +2,164 | New |
| Neville Rodie & Shaw Inc | 2,165 | $461.0K | 0.03% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $461.7K | 0.26% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,170 | $461.7K | 0.04% | +2,170 | New |
| Northeast Financial Consultants Inc | 2,170 | $461.7K | 0.02% | +2,170 | New |
| Bowen Hanes & Co Inc | 2,174 | $462.5K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,174 | $462.5K | 0.20% | +2,174 | New |
| Systematic Alpha Investments, LLC | 2,181 | $464.0K | 0.02% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,182 | $464.2K | 0.10% | +329+17.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,189 | $465.7K | 0.02% | −3,928−64.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,191 | $466.2K | 0.11% | +2,191 | New |
| First Western Trust Bank | 2,193 | $466.6K | 0.02% | +2,193 | New |
| CVA Family Office, LLC | 2,199 | $467.9K | 0.07% | +753+52.1% | Added |
| Ameritas Advisory Services, LLC | 2,204 | $468.9K | 0.02% | +821+59.4% | Added |
| Smithfield Trust Co | 2,199 | $469.0K | 0.02% | +865+64.8% | Added |
| Viawealth, LLC | 2,208 | $469.7K | 0.28% | +55+2.6% | Added |
| Independent Solutions Wealth Management, LLC | 2,221 | $472.6K | 0.09% | +2,221 | New |
| Steigerwald, Gordon & Koch Inc. | 2,223 | $473.0K | 0.05% | +120+5.7% | Added |
| ProVise Management Group, LLC | 2,228 | $474.0K | 0.04% | +165+8.0% | Added |
| Riverview Trust Co | 2,230 | $474.5K | 0.59% | −306−12.1% | Reduced |
| Naples Global Advisors, LLC | 2,238 | $476.2K | 0.04% | +321+16.7% | Added |
| Stokes Family Office, LLC | 2,242 | $477.1K | 0.05% | +248+12.4% | Added |
| Savvy Advisors, Inc. | 2,244 | $477.5K | 0.03% | +1,046+87.3% | Added |
| Bragg Financial Advisors, Inc | 2,248 | $478.3K | 0.02% | +2,248 | New |
| Quantum Financial Advisors, LLC | 2,267 | $482.4K | 0.07% | +2,267 | New |
| HBK Sorce Advisory LLC | 2,281 | $485.2K | 0.01% | +2,281 | New |
| Berkshire Asset Management LLC | 2,283 | $485.7K | 0.02% | +2,283 | New |
| Turtle Creek Wealth Advisors, LLC | 2,285 | $486.2K | 0.06% | +2,285 | New |
| Seed Wealth Management, Inc. | 2,286 | $486.4K | 0.36% | +2,286 | New |
| Silverlake Wealth Management LLC | 2,293 | $487.8K | 0.14% | +2,293 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,294 | $488.1K | 0.05% | +2,294 | New |
| Global Endowment Management, LP | 2,312 | $491.9K | 0.07% | +2,312 | New |
| Wealth Alliance | 2,318 | $493.2K | 0.06% | +643+38.4% | Added |
| GHP Investment Advisors, Inc. | 2,320 | $493.6K | 0.02% | +1,508+185.7% | Added |
| Capital Advisors, Ltd. LLC | 2,324 | $494.0K | 0.06% | +1,069+85.2% | Added |
| Okabena Investment Services Inc | 2,328 | $495.3K | 0.11% | +2,328 | New |
| Morningstar Investment Management LLC | 2,333 | $496.0K | 0.04% | +2,333 | New |
| NDVR, Inc. | 2,333 | $496.4K | 0.47% | +1,184+103.0% | Added |
| Woodmont Investment Counsel LLC | 2,345 | $498.9K | 0.03% | +2,345 | New |
| Fiduciary Trust Co | 2,347 | $499.4K | 0.01% | +169+7.8% | Added |
| Sherbrooke Park Advisers LLC | 2,349 | $499.8K | 0.22% | +2,349 | New |
| Univest Financial Corp | 2,356 | $501.3K | 0.03% | +1,051+80.5% | Added |
| Severin Investments, LLC | 2,360 | $502.2K | 0.47% | +2,360 | New |
| TCI Wealth Advisors, Inc. | 2,370 | $504.2K | 0.03% | +2,370 | New |
| Gries Financial LLC | 2,393 | $509.1K | 0.09% | +2,393 | New |
| Wealthstream Advisors, Inc. | 2,394 | $509.3K | 0.08% | +784+48.7% | Added |
| Hara Capital LLC | 2,405 | $511.7K | 0.32% | −60−2.4% | Reduced |
| Verus Financial Partners, Inc. | 2,349 | $512.2K | 0.05% | +251+12.0% | Added |
| Welch Group, LLC | 2,412 | $513.2K | 0.02% | +81+3.5% | Added |
| Clifford Swan Investment Counsel LLC | 2,416 | $514.0K | 0.02% | +2,416 | New |
| Moloney Securities Asset Management, LLC | 2,429 | $516.9K | 0.06% | +2,429 | New |
| Jackson Wealth Management, LLC | 2,432 | $517.0K | 0.06% | +2,432 | New |
| Bingham Private Wealth, LLC | 2,432 | $517.4K | 0.49% | −273−10.1% | Reduced |
| Portside Wealth Group, LLC | 2,433 | $517.6K | 0.08% | +954+64.5% | Added |
| Lafayette Investments, Inc. | 2,442 | $519.6K | 0.11% | +708+40.8% | Added |
| Parsons Capital Management Inc | 2,444 | $520.0K | 0.03% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,450 | $521.3K | 0.42% | +2,450 | New |
| KCM Investment Advisors LLC | 2,456 | $522.5K | 0.02% | +1,240+102.0% | Added |
| PEAK6 LLC | 2,462 | $523.9K | 0.02% | +2,462 | New |
| Integrated Quantitative Investments LLC | 2,467 | $524.9K | 0.15% | +37+1.5% | Added |
| First Interstate Bank | 2,472 | $525.9K | 0.03% | +2,472 | New |
| Fielder Capital Group LLC | 2,478 | $527.3K | 0.14% | +2,478 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,481 | $527.9K | 0.10% | +616+33.0% | Added |
| Souders Financial Advisors | 2,483 | $528.3K | 0.07% | +2,483 | New |
| Toth Financial Advisory Corp | 2,485 | $528.7K | 0.06% | +1,900+324.8% | Added |
| Kera Capital Partners, Inc. | 2,487 | $529.1K | 0.10% | +1,303+110.1% | Added |
| Ausdal Financial Partners, Inc. | 2,489 | $529.6K | 0.04% | +1,092+78.2% | Added |
| Parcion Private Wealth LLC | 2,492 | $530.2K | 0.04% | +2,492 | New |
| Flagship Harbor Advisors, LLC | 2,510 | $534.0K | 0.03% | +1,325+111.8% | Added |
| Wedgewood Investors Inc | 2,513 | $534.7K | 0.62% | +2,513 | New |
| Fundamentun, LLC | 2,521 | $536.5K | 0.02% | +549+27.8% | Added |
| StoneX Group Inc. | 2,524 | $537.0K | 0.03% | +565+28.8% | Added |
| 626 Financial, LLC | 2,546 | $541.7K | 0.25% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,548 | $542.1K | 0.01% | +2,548 | New |
| Manchester Capital Management LLC | 2,562 | $545.0K | 0.07% | +87+3.5% | Added |
| KG&L Capital Management,LLC | 2,562 | $545.1K | 0.16% | −497−16.2% | Reduced |
| Syverson Strege & Co | 2,570 | $546.8K | 0.13% | +2,570 | New |
| Greenfield Savings Bank | 2,579 | $548.7K | 0.25% | +2,579 | New |
| Prana Capital Management, LP | 2,587 | $550.4K | 0.02% | +2,587 | New |
| Credit Industriel Et Commercial | 2,589 | $550.8K | 0.09% | +2,589 | New |
| Fayez Sarofim & Co | 2,631 | $559.8K | 0.00% | +1,416+116.5% | Added |
| Cornerstone Select Advisors, LLC | 2,631 | $559.8K | 0.49% | +598+29.4% | Added |
| Aigen Investment Management, LP | 2,642 | $562.1K | 0.08% | +2,642 | New |
| Evoke Wealth, LLC | 2,643 | $562.4K | 0.01% | +2,643 | New |
| Stonegate Investment Group, LLC | 2,657 | $565.3K | 0.01% | −530−16.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,661 | $566.2K | 0.02% | +2,661 | New |
| Knollwood Investment Advisory, LLC | 2,664 | $566.8K | 0.05% | +1,165+77.7% | Added |
| XML Financial, LLC | 2,672 | $568.4K | 0.05% | +635+31.2% | Added |
| TriaGen Wealth Management LLC | 2,683 | $570.8K | 0.17% | +2,683 | New |
| CoreCap Advisors, LLC | 2,696 | $573.8K | 0.02% | +2,048+316.0% | Added |
| New Wave Wealth Advisors LLC | 2,714 | $577.4K | 0.25% | +2,714 | New |