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; 2,129 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| WealthTrust Asset Management, LLC | 5,967 | $1.27M | 0.95% | +5,967 | New |
| Perigon Wealth Management, LLC | 5,959 | $1.27M | 0.03% | +2,887+94.0% | Added |
| Arvest Investments, Inc. | 5,951 | $1.27M | 0.19% | −28−0.5% | Reduced |
| Platform Technology Partners | 5,941 | $1.26M | 0.33% | +748+14.4% | Added |
| Addison Capital Co | 5,899 | $1.26M | 0.44% | −54−0.9% | Reduced |
| FIL Ltd | 5,866 | $1.25M | 0.00% | +2,000+51.7% | Added |
| Westerkirk Capital Inc. | 5,843 | $1.24M | 0.15% | +5,843 | New |
| Modern Wealth Management, LLC | 5,832 | $1.24M | 0.03% | +844+16.9% | Added |
| Western Financial Corp | 5,791 | $1.23M | 0.66% | +3,509+153.8% | Added |
| Northern Oak Wealth Management Inc | 5,772 | $1.23M | 0.16% | −145−2.5% | Reduced |
| Fort Point Capital Partners LLC | 5,765 | $1.23M | 0.12% | +5,765 | New |
| GPS Wealth Strategies Group, LLC | 5,760 | $1.23M | 0.14% | +5,759+575,900.0% | Added |
| Arista Wealth Management, LLC | 5,749 | $1.22M | 0.17% | +5,749 | New |
| Segment Wealth Management, LLC | 5,734 | $1.22M | 0.08% | +5,734 | New |
| Northern Financial Advisors Inc | 5,710 | $1.21M | 0.91% | +396+7.5% | Added |
| Soltis Investment Advisors LLC | 5,708 | $1.21M | 0.10% | +1,102+23.9% | Added |
| Polymer Capital Management (US) LLC | 5,685 | $1.21M | 0.20% | +5,685 | New |
| GLOBALT Investments LLC | 5,675 | $1.21M | 0.05% | −71−1.2% | Reduced |
| Power Wealth Management LLC | 5,664 | $1.21M | 0.46% | +32+0.6% | Added |
| Uncommon Cents Investing LLC | 5,655 | $1.20M | 0.32% | +485+9.4% | Added |
| EverSource Wealth Advisors, LLC | 5,644 | $1.20M | 0.05% | +2,905+106.1% | Added |
| Fiduciary Family Office, LLC | 5,616 | $1.19M | 0.39% | +4,358+346.4% | Added |
| Atlas Capital Advisors LLC | 5,614 | $1.19M | 0.15% | +2,500+80.3% | Added |
| Checchi Capital Advisers, LLC | 5,589 | $1.19M | 0.08% | +2,481+79.8% | Added |
| Caldwell Trust Co | 5,579 | $1.19M | 0.12% | +4,220+310.5% | Added |
| Zacks Investment Management | 5,577 | $1.19M | 0.01% | +5,577 | New |
| Northcape Wealth Management, LLC | 5,561 | $1.18M | 0.36% | +5,561 | New |
| Dynamic Technology Lab Private Ltd | 5,540 | $1.18M | 0.16% | +5,540 | New |
| Financial Engines Advisors L.L.C. | 5,523 | $1.18M | 0.00% | +5,523 | New |
| Jeppson Wealth Management, LLC | 5,499 | $1.17M | 0.40% | −148−2.6% | Reduced |
| Monetary Management Group Inc | 5,486 | $1.17M | 0.29% | +4,736+631.5% | Added |
| Wesbanco Bank Inc | 5,482 | $1.17M | 0.03% | +5,482 | New |
| Commerzbank Aktiengesellschaft | 5,467 | $1.16M | 0.03% | +1,991+57.3% | Added |
| Venturi Wealth Management, LLC | 5,406 | $1.15M | 0.06% | +3,936+267.8% | Added |
| Modera Wealth Management, LLC | 5,399 | $1.15M | 0.01% | +2,617+94.1% | Added |
| Eagle Harbor Asset Management Inc | 5,391 | $1.15M | 1.11% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 5,362 | $1.14M | 0.70% | +92+1.7% | Added |
| Warren Averett Asset Management, LLC | 5,329 | $1.13M | 0.01% | +2,517+89.5% | Added |
| Americana Partners, LLC | 5,309 | $1.13M | 0.04% | +1,795+51.1% | Added |
| Daymark Wealth Partners, LLC | 5,258 | $1.12M | 0.04% | +1,070+25.5% | Added |
| Bank & Trust Co | 5,167 | $1.10M | 0.87% | −25−0.5% | Reduced |
| Cambria Investment Management, L.P. | 5,167 | $1.10M | 0.07% | +2,633+103.9% | Added |
| Aspen Wealth Strategies, LLC | 5,156 | $1.10M | 0.66% | +720+16.2% | Added |
| Stevens Capital Management LP | 5,145 | $1.09M | 0.30% | +5,145 | New |
| NewEdge Wealth, LLC | 5,279 | $1.09M | 0.02% | +365+7.4% | Added |
| Employees Retirement System of Texas | 5,142 | $1.09M | 0.01% | +5,142 | New |
| Jump Financial, LLC | 5,106 | $1.09M | 0.01% | +5,106 | New |
| Crestwood Advisors Group LLC | 5,103 | $1.09M | 0.02% | +1,078+26.8% | Added |
| Stony Point Wealth Management Inc. | 5,094 | $1.08M | 0.46% | +427+9.1% | Added |
| Csenge Advisory Group | 5,727 | $1.08M | 0.06% | +2,189+61.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,087 | $1.08M | 0.36% | −190−3.6% | Reduced |
| North Star Asset Management Inc | 5,085 | $1.08M | 0.05% | +5,085 | New |
| Essential Partners LLC | 4,984 | $1.06M | 0.42% | +4,984 | New |
| Corsair Capital Management, L.P. | 4,981 | $1.06M | 0.20% | +4,981 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,971 | $1.06M | 0.19% | −4,372−46.8% | Reduced |
| Voleon Capital Management LP | 4,925 | $1.05M | 0.06% | +4,925 | New |
| Leonteq Securities AG | 4,884 | $1.04M | 0.06% | +3,349+218.2% | Added |
| Affinity Investment Advisors, LLC | 4,882 | $1.04M | 0.79% | +4,882 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,872 | $1.04M | 0.02% | +3,558+270.8% | Added |
| Covenant Partners, LLC | 4,866 | $1.04M | 0.31% | +4,866 | New |
| Bank Ozk | 4,865 | $1.04M | 0.40% | +22+0.5% | Added |
| Rossmore Private Capital | 4,843 | $1.03M | 0.12% | +437+9.9% | Added |
| Great Valley Advisor Group, Inc. | 4,826 | $1.03M | 0.02% | +931+23.9% | Added |
| Ronald Blue Trust, Inc. | 4,824 | $1.03M | 0.01% | +1,049+27.8% | Added |
| Continuum Advisory, LLC | 4,779 | $1.02M | 0.12% | +287+6.4% | Added |
| Fox Run Management, L.L.C. | 4,777 | $1.02M | 0.17% | +4,777 | New |
| Integris Wealth Management, LLC | 4,770 | $1.01M | 0.26% | +4,770 | New |
| Brasada Capital Management, LP | 4,750 | $1.01M | 0.17% | +4,750 | New |
| Baader Bank INC | 4,749 | $1.01M | 0.09% | +1,036+27.9% | Added |
| American Money Management, LLC | 4,725 | $1.01M | 0.18% | +4,725 | New |
| Cornercap Investment Counsel Inc | 4,682 | $996.1K | 0.52% | +4,682 | New |
| Kathmere Capital Management, LLC | 4,674 | $994.4K | 0.08% | +1,151+32.7% | Added |
| Crews Bank & Trust | 4,673 | $994.2K | 0.16% | +4,673 | New |
| Mountain Pacific Investment Advisers Inc | 4,651 | $989.5K | 0.07% | +203+4.6% | Added |
| Johnson Investment Counsel Inc | 4,624 | $983.9K | 0.01% | +3,168+217.6% | Added |
| RMR Wealth Builders | 4,595 | $977.6K | 0.09% | +589+14.7% | Added |
| Journey Strategic Wealth LLC | 4,555 | $969.2K | 0.03% | +2,784+157.2% | Added |
| Sunflower Bank, N.A. | 4,535 | $964.9K | 0.24% | +1,819+67.0% | Added |
| Sky Investment Group LLC | 4,532 | $964.2K | 0.17% | +78+1.8% | Added |
| Foundations Investment Advisors, LLC | 4,517 | $961.0K | 0.02% | +2,390+112.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,501 | $957.6K | 0.22% | +1,165+34.9% | Added |
| Belpointe Asset Management LLC | 4,493 | $956.0K | 0.04% | +4,493 | New |
| Mather Group, LLC. | 4,493 | $955.9K | 0.01% | +3,212+250.7% | Added |
| Pennsylvania Capital Management Inc | 4,477 | $952.5K | 0.30% | +2,907+185.2% | Added |
| Quotient Wealth Partners, LLC | 4,465 | $950.0K | 0.03% | +740+19.9% | Added |
| Proficio Capital Partners LLC | 4,460 | $948.9K | 0.06% | +1,786+66.8% | Added |
| Driehaus Capital Management LLC | 4,457 | $948.3K | 0.01% | +4,457 | New |
| IHT Wealth Management, LLC | 4,433 | $943.1K | 0.03% | +2,139+93.2% | Added |
| Empower Advisory Group, LLC | 4,429 | $942.3K | 0.00% | +1,280+40.6% | Added |
| Patron Partners Advisors, LLC | 4,422 | $940.9K | 0.47% | +4,422 | New |
| Nations Financial Group Inc, | 4,401 | $936.4K | 0.06% | +4,401 | New |
| FourThought Financial Partners, LLC | 4,377 | $931.3K | 0.09% | +3,083+238.3% | Added |
| Private Wealth Partners, LLC | 4,340 | $923.4K | 0.07% | +4,340 | New |
| Gryphon Financial Partners LLC | 4,332 | $921.8K | 0.12% | +1,334+44.5% | Added |
| Calton & Associates, Inc. | 4,330 | $921.2K | 0.16% | +4,330 | New |
| 44 Wealth Management LLC | 4,329 | $921.0K | 0.33% | +3,136+262.9% | Added |
| Romano Brothers and Company | 4,303 | $915.5K | 0.11% | +2,409+127.2% | Added |
| Unified Investment Management | 4,261 | $906.5K | 0.97% | +67+1.6% | Added |
| Verdence Capital Advisors LLC | 4,244 | $902.9K | 0.06% | +812+23.7% | Added |
| PDS Planning, Inc | 4,234 | $900.8K | 0.07% | +2,231+111.4% | Added |