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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 2,729 | $580.6K | 0.02% | +2,729 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,732 | $581.3K | 0.08% | +72+2.7% | Added |
| Zullo Investment Group, Inc. | 2,735 | $582.1K | 0.24% | +321+13.3% | Added |
| Norden Group LLC | 2,738 | $582.5K | 0.06% | +647+30.9% | Added |
| Grandfield & Dodd, LLC | 2,738 | $582.7K | 0.03% | +2,738 | New |
| James J. Burns & Company, LLC | 2,747 | $584.5K | 0.10% | +535+24.2% | Added |
| Financial Advocates Investment Management | 2,762 | $587.6K | 0.05% | +2,762 | New |
| Diversified Investment Strategies, LLC | 2,777 | $590.8K | 0.40% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,779 | $591.3K | 0.31% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,714 | $591.8K | 0.12% | +2,637+3,424.7% | Added |
| Acropolis Investment Management, LLC | 2,799 | $595.5K | 0.03% | +71+2.6% | Added |
| Peachtree Investment Partners, LLC | 2,811 | $598.1K | 0.23% | +2,811 | New |
| Birch Capital Management, LLC | 2,817 | $599.3K | 0.31% | +2,817 | New |
| GeoWealth Management, LLC | 2,823 | $600.6K | 0.02% | +688+32.2% | Added |
| Valmark Advisers, Inc. | 2,831 | $602.3K | 0.01% | +2,831 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,841 | $604.5K | 0.05% | +710+33.3% | Added |
| West Family Investments, Inc. | 2,844 | $605.1K | 0.16% | +2,844 | New |
| Resonant Capital Advisors, LLC | 2,848 | $605.9K | 0.04% | +2,848 | New |
| CWA Asset Management Group, LLC | 2,850 | $606.4K | 0.03% | +1,094+62.3% | Added |
| Chicago Trust Co NA | 2,853 | $607.0K | 0.09% | +2,853 | New |
| Sage Investment Counsel LLC | 2,857 | $607.9K | 0.70% | +2,857 | New |
| Fukoku Mutual Life Insurance Co | 2,864 | $609.3K | 0.04% | +812+39.6% | Added |
| Frederick Financial Consultants, LLC | 2,865 | $609.6K | 0.38% | +1,050+57.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,870 | $610.6K | 0.36% | +2,870 | New |
| One Capital Management, LLC | 2,872 | $611.2K | 0.02% | +1,752+156.4% | Added |
| Arbor Investment Advisors, LLC | 2,878 | $612.3K | 0.08% | +2,878 | New |
| Richardson Financial Services Inc. | 2,862 | $615.8K | 0.41% | +95+3.4% | Added |
| Madison Asset Management, LLC | 2,897 | $616.4K | 0.01% | +2,897 | New |
| J2 Capital Management Inc | 2,901 | $617.2K | 0.49% | +2,901 | New |
| Hunter Associates Investment Management LLC | 2,903 | $618.0K | 0.09% | +2,903 | New |
| Pflug Koory, LLC | 2,905 | $618.1K | 0.31% | +2,905 | New |
| RMB Capital Management, LLC | 2,908 | $618.7K | 0.01% | +2,908 | New |
| Ellevest, Inc. | 2,911 | $619.3K | 0.10% | +2,911 | New |
| Mount Yale Investment Advisors, LLC | 2,916 | $620.3K | 0.05% | +2,916 | New |
| Golden State Equity Partners | 2,917 | $620.7K | 0.11% | −413−12.4% | Reduced |
| Institute for Wealth Management, LLC. | 2,944 | $626.4K | 0.07% | +2,944 | New |
| Financial Security Advisor, Inc. | 2,948 | $627.1K | 0.14% | +73+2.5% | Added |
| Relyea Zuckerberg Hanson LLC | 2,948 | $627.3K | 0.07% | +2,948 | New |
| Factorial Partners, LLC | 2,955 | $628.7K | 0.46% | +2,955 | New |
| Sound View Wealth Advisors Group, LLC | 2,959 | $629.6K | 0.05% | +1,022+52.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,974 | $632.7K | 0.00% | +50+1.7% | Added |
| Prossimo Advisors, LLC | 2,980 | $634.0K | 0.51% | +155+5.5% | Added |
| Versant Capital Management, Inc | 2,995 | $637.2K | 0.10% | +1,709+132.9% | Added |
| One Wealth Advisors, LLC | 2,999 | $638.1K | 0.09% | +1,064+55.0% | Added |
| Hartford Financial Management Inc. | 3,000 | $638.3K | 0.17% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $638.3K | 0.47% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,015 | $641.5K | 0.62% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,016 | $646.0K | 0.05% | +3,016 | New |
| Bridgewater Advisors Inc. | 3,028 | $647.4K | 0.05% | +1,406+86.7% | Added |
| Bank of Stockton | 3,065 | $652.1K | 0.19% | 00.0% | Unchanged |
| Private Trust Co NA | 3,073 | $653.8K | 0.06% | +1,459+90.4% | Added |
| Chicago Wealth Management, Inc. | 3,081 | $655.5K | 0.31% | +3,081 | New |
| Capital Asset Advisory Services LLC | 3,052 | $656.7K | 0.03% | +3,052 | New |
| Nexus Investment Management ULC | 3,101 | $659.8K | 0.10% | +3,101 | New |
| Zhang Financial LLC | 3,124 | $664.7K | 0.03% | +3,124 | New |
| Councilmark Asset Management, LLC | 3,128 | $665.5K | 0.42% | +3,128 | New |
| Quadcap Wealth Management, LLC | 3,155 | $671.3K | 0.09% | +3,155 | New |
| Dorsey & Whitney Trust CO LLC | 3,158 | $671.9K | 0.04% | +659+26.4% | Added |
| First PREMIER Bank | 3,160 | $672.0K | 0.16% | +361+12.9% | Added |
| Generation Capital Management LLC | 3,172 | $674.9K | 0.53% | +3,172 | New |
| Cyndeo Wealth Partners, LLC | 3,175 | $675.6K | 0.04% | +3,175 | New |
| AlTi Global, Inc. | 3,187 | $678.1K | 0.02% | +1,085+51.6% | Added |
| Affinity Wealth Management LLC | 3,190 | $678.8K | 0.11% | +3,190 | New |
| Matrix Asset Advisors Inc | 3,196 | $680.0K | 0.07% | +782+32.4% | Added |
| Joel Isaacson & Co., LLC | 3,202 | $681.3K | 0.03% | +178+5.9% | Added |
| tru Independence LLC | 3,202 | $681.3K | 0.20% | +55+1.7% | Added |
| Traub Capital Management LLC | 3,210 | $682.9K | 0.63% | +3,210 | New |
| Belvedere Trading LLC | 3,231 | $687.4K | 0.05% | +3,231 | New |
| Epoch Investment Partners, Inc. | 3,241 | $689.6K | 0.00% | +3,241 | New |
| Schubert & Co | 3,247 | $690.8K | 0.49% | +3,247 | New |
| Parus Finance (UK) Ltd | 3,260 | $693.6K | 0.20% | +3,260 | New |
| Trifecta Capital Advisors, LLC | 3,269 | $695.5K | 0.12% | +3,210+5,440.7% | Added |
| Vicus Capital | 3,272 | $696.2K | 0.06% | +1,612+97.1% | Added |
| Waterloo Capital, L.P. | 3,283 | $698.4K | 0.06% | +3,283 | New |
| Lebenthal Global Advisors, LLC | 3,283 | $698.5K | 0.13% | +3,283 | New |
| Global Trust Asset Management, LLC | 3,291 | $700.1K | 0.37% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,300 | $702.2K | 0.24% | +1,788+118.3% | Added |
| Ingalls & Snyder LLC | 3,306 | $703.0K | 0.03% | +116+3.6% | Added |
| Camden Capital, LLC | 3,318 | $704.8K | 0.07% | +1,518+84.3% | Added |
| Legacy Capital Wealth Partners, LLC | 3,336 | $709.7K | 0.16% | +1,284+62.6% | Added |
| Founders Financial Alliance, LLC | 3,346 | $711.8K | 0.16% | +1,929+136.1% | Added |
| Trust Co of Virginia | 3,352 | $713.2K | 0.06% | +1,546+85.6% | Added |
| Washington Trust Co | 3,355 | $713.8K | 0.03% | +1,845+122.2% | Added |
| Gilliland Jeter Wealth Management LLC | 3,368 | $716.5K | 0.23% | +1,193+54.9% | Added |
| Lester Murray Antman dba SimplyRich | 3,375 | $718.0K | 0.20% | +436+14.8% | Added |
| Harbor Investment Advisory, LLC | 3,377 | $718.5K | 0.06% | +222+7.0% | Added |
| HCR Wealth Advisors | 3,380 | $719.3K | 0.08% | +3,380 | New |
| Prairie Sky Financial Group LLC | 3,382 | $719.6K | 0.40% | +3,382 | New |
| Malaga Cove Capital, LLC | 3,387 | $720.6K | 0.28% | −1,532−31.1% | Reduced |
| Kovack Advisors, Inc. | 3,407 | $724.8K | 0.07% | +1,025+43.0% | Added |
| Bartlett & Co. Wealth Management LLC | 3,416 | $726.8K | 0.01% | +2,946+626.8% | Added |
| Optas, LLC | 3,435 | $730.8K | 0.14% | +3,435 | New |
| McLean Asset Management Corp | 3,348 | $732.6K | 0.19% | +3,348 | New |
| Baker Tilly Wealth Management, LLC | 3,444 | $732.8K | 0.26% | −1,467−29.9% | Reduced |
| Simplicity Wealth,LLC | 3,451 | $734.4K | 0.03% | +3,451 | New |
| ASB Consultores, LLC | 3,461 | $736.4K | 0.49% | +1,003+40.8% | Added |
| Valley National Advisers Inc | 3,476 | $738.0K | 0.12% | +3+0.1% | Added |
| Penserra Capital Management LLC | 3,483 | $740.0K | 0.01% | +1,632+88.2% | Added |
| Bridgefront Capital, LLC | 3,501 | $744.9K | 0.20% | +3,501 | New |
| Hudson Valley Investment Advisors Inc | 3,512 | $747.2K | 0.08% | +12+0.3% | Added |