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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 4,215 | $896.8K | 0.06% | +2,931+228.3% | Added |
| Miracle Mile Advisors, LLC | 4,215 | $896.8K | 0.02% | +4,215 | New |
| Roman Butler Fullerton & Co | 4,193 | $892.4K | 0.26% | +2,324+124.3% | Added |
| Moneta Group Investment Advisors LLC | 4,193 | $892.1K | 0.01% | +1,620+63.0% | Added |
| Keel Point, LLC | 4,134 | $879.6K | 0.06% | +2,013+94.9% | Added |
| Rexford Capital Inc | 4,122 | $877.0K | 0.73% | +4,122 | New |
| St Germain D J Co Inc | 4,108 | $874.0K | 0.04% | +692+20.3% | Added |
| Howard Capital Management Inc. | 4,092 | $870.6K | 0.01% | +1,943+90.4% | Added |
| Insigneo Advisory Services, LLC | 4,090 | $870.2K | 0.07% | +1,545+60.7% | Added |
| Everhart Financial Group, Inc. | 4,087 | $869.5K | 0.10% | +4,087 | New |
| Sather Financial Group Inc | 4,076 | $867.2K | 0.05% | +4,076 | New |
| Williams Jones Wealth Management, LLC. | 4,074 | $866.8K | 0.01% | +2,800+219.8% | Added |
| Promethium Advisors,llc | 4,062 | $864.3K | 0.53% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,055 | $862.7K | 0.08% | +1,856+84.4% | Added |
| Essex Financial Services, Inc. | 4,050 | $861.8K | 0.06% | +2,390+144.0% | Added |
| Central Pacific Bank - Trust Division | 4,025 | $856.4K | 0.11% | −850−17.4% | Reduced |
| Calamos Wealth Management LLC | 4,025 | $856.4K | 0.04% | +2,203+120.9% | Added |
| Rydar Equities, Inc. | 4,016 | $854.5K | 0.68% | +4,016 | New |
| JBF Capital, Inc. | 4,000 | $851.0K | 0.14% | −300−7.0% | Reduced |
| Rothschild Investment LLC | 3,985 | $847.8K | 0.05% | +3,034+319.0% | Added |
| SRS Capital Advisors, Inc. | 3,984 | $847.6K | 0.04% | +414+11.6% | Added |
| Flavin Financial Services, Inc. | 3,971 | $844.8K | 0.82% | +3,971 | New |
| Laraway Financial Inc | 3,951 | $840.6K | 0.64% | +3,951 | New |
| PFG Investments, LLC | 3,907 | $831.3K | 0.05% | +2,263+137.7% | Added |
| Itau Unibanco Holding S.A. | 3,903 | $830.4K | 0.03% | +3,903 | New |
| Orion Capital Management LLC | 3,880 | $825.5K | 0.31% | +3,860+19,300.0% | Added |
| Armstrong Advisory Group, Inc | 3,878 | $825.0K | 0.06% | −99−2.5% | Reduced |
| LRI Investments, LLC | 3,866 | $822.6K | 0.07% | +1,640+73.7% | Added |
| Riverwater Partners LLC | 3,859 | $821.0K | 0.39% | +3,859 | New |
| Graham Capital Management, L.P. | 3,850 | $819.1K | 0.02% | +3,850 | New |
| Pettyjohn, Wood & White, Inc | 3,836 | $816.1K | 0.15% | +201+5.5% | Added |
| Oak Harbor Wealth Partners, LLC | 3,824 | $813.6K | 0.22% | +837+28.0% | Added |
| Integrated Investment Consultants, LLC | 3,816 | $811.9K | 0.16% | −448−10.5% | Reduced |
| Conning Inc. | 3,809 | $810.4K | 0.03% | +1,424+59.7% | Added |
| Armis Advisers, LLC | 3,738 | $809.8K | 0.06% | +3,738 | New |
| Mission Wealth Management, LP | 3,801 | $808.6K | 0.02% | +2,580+211.3% | Added |
| Circle Wealth Management, LLC | 3,797 | $807.8K | 0.02% | +1,019+36.7% | Added |
| Aspiriant, LLC | 3,778 | $803.9K | 0.03% | +867+29.8% | Added |
| Atom Investors LP | 3,761 | $800.2K | 0.07% | −13,059−77.6% | Reduced |
| Confluence Wealth Services, Inc. | 3,734 | $794.4K | 0.04% | +2,135+133.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,727 | $793.0K | 0.13% | +3,727 | New |
| Gamco Investors, Inc. Et Al | 3,722 | $791.9K | 0.01% | +2,389+179.2% | Added |
| Whelan Financial | 3,716 | $790.5K | 0.29% | +1,156+45.2% | Added |
| TCG Advisory Services, LLC | 3,705 | $788.3K | 0.03% | +1,582+74.5% | Added |
| Richwood Investment Advisors, LLC | 3,677 | $782.3K | 0.64% | −134−3.5% | Reduced |
| Clarius Group, LLC | 3,672 | $781.3K | 0.05% | +1,444+64.8% | Added |
| Capital Investment Advisory Services, LLC | 3,672 | $781.1K | 0.06% | +1,565+74.3% | Added |
| Paragon Private Wealth Management, LLC | 3,635 | $773.4K | 0.31% | +859+30.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,625 | $771.3K | 0.10% | +2,217+157.5% | Added |
| Larson Financial Group LLC | 3,611 | $768.4K | 0.03% | +1,045+40.7% | Added |
| Centiva Capital, LP | 3,598 | $765.5K | 0.05% | −1,456−28.8% | Reduced |
| Everpar Advisors LLC | 3,572 | $760.0K | 0.35% | +287+8.7% | Added |
| Auxano Advisors, LLC | 3,557 | $756.8K | 0.18% | +1,101+44.8% | Added |
| Alta Advisers Ltd | 3,556 | $756.6K | 0.27% | +1,477+71.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,556 | $756.6K | 0.09% | +1,476+71.0% | Added |
| Catalyst Financial Partners LLC | 3,553 | $755.9K | 0.08% | +2,032+133.6% | Added |
| ICONIQ Capital, LLC | 3,550 | $755.3K | 0.01% | +1,451+69.1% | Added |
| First Foundation Advisors | 3,530 | $751.0K | 0.03% | +3,530 | New |
| Cim Investment Mangement Inc | 3,841 | $750.9K | 0.14% | +1,916+99.5% | Added |
| Smith, Moore & Co. | 3,522 | $749.3K | 0.06% | +3,522 | New |
| Aprio Wealth Management, LLC | 3,521 | $749.1K | 0.08% | +3,521 | New |
| Hudson Valley Investment Advisors Inc | 3,512 | $747.2K | 0.08% | +12+0.3% | Added |
| Bridgefront Capital, LLC | 3,501 | $744.9K | 0.20% | +3,501 | New |
| Penserra Capital Management LLC | 3,483 | $740.0K | 0.01% | +1,632+88.2% | Added |
| Valley National Advisers Inc | 3,476 | $738.0K | 0.12% | +3+0.1% | Added |
| ASB Consultores, LLC | 3,461 | $736.4K | 0.49% | +1,003+40.8% | Added |
| Simplicity Wealth,LLC | 3,451 | $734.4K | 0.03% | +3,451 | New |
| Baker Tilly Wealth Management, LLC | 3,444 | $732.8K | 0.26% | −1,467−29.9% | Reduced |
| McLean Asset Management Corp | 3,348 | $732.6K | 0.19% | +3,348 | New |
| Optas, LLC | 3,435 | $730.8K | 0.14% | +3,435 | New |
| Bartlett & Co. Wealth Management LLC | 3,416 | $726.8K | 0.01% | +2,946+626.8% | Added |
| Kovack Advisors, Inc. | 3,407 | $724.8K | 0.07% | +1,025+43.0% | Added |
| Malaga Cove Capital, LLC | 3,387 | $720.6K | 0.28% | −1,532−31.1% | Reduced |
| Prairie Sky Financial Group LLC | 3,382 | $719.6K | 0.40% | +3,382 | New |
| HCR Wealth Advisors | 3,380 | $719.3K | 0.08% | +3,380 | New |
| Harbor Investment Advisory, LLC | 3,377 | $718.5K | 0.06% | +222+7.0% | Added |
| Lester Murray Antman dba SimplyRich | 3,375 | $718.0K | 0.20% | +436+14.8% | Added |
| Gilliland Jeter Wealth Management LLC | 3,368 | $716.5K | 0.23% | +1,193+54.9% | Added |
| Washington Trust Co | 3,355 | $713.8K | 0.03% | +1,845+122.2% | Added |
| Trust Co of Virginia | 3,352 | $713.2K | 0.06% | +1,546+85.6% | Added |
| Founders Financial Alliance, LLC | 3,346 | $711.8K | 0.16% | +1,929+136.1% | Added |
| Legacy Capital Wealth Partners, LLC | 3,336 | $709.7K | 0.16% | +1,284+62.6% | Added |
| Camden Capital, LLC | 3,318 | $704.8K | 0.07% | +1,518+84.3% | Added |
| Ingalls & Snyder LLC | 3,306 | $703.0K | 0.03% | +116+3.6% | Added |
| Sivia Capital Partners, LLC | 3,300 | $702.2K | 0.24% | +1,788+118.3% | Added |
| Global Trust Asset Management, LLC | 3,291 | $700.1K | 0.37% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,283 | $698.5K | 0.13% | +3,283 | New |
| Waterloo Capital, L.P. | 3,283 | $698.4K | 0.06% | +3,283 | New |
| Vicus Capital | 3,272 | $696.2K | 0.06% | +1,612+97.1% | Added |
| Trifecta Capital Advisors, LLC | 3,269 | $695.5K | 0.12% | +3,210+5,440.7% | Added |
| Parus Finance (UK) Ltd | 3,260 | $693.6K | 0.20% | +3,260 | New |
| Schubert & Co | 3,247 | $690.8K | 0.49% | +3,247 | New |
| Epoch Investment Partners, Inc. | 3,241 | $689.6K | 0.00% | +3,241 | New |
| Belvedere Trading LLC | 3,231 | $687.4K | 0.05% | +3,231 | New |
| Traub Capital Management LLC | 3,210 | $682.9K | 0.63% | +3,210 | New |
| tru Independence LLC | 3,202 | $681.3K | 0.20% | +55+1.7% | Added |
| Joel Isaacson & Co., LLC | 3,202 | $681.3K | 0.03% | +178+5.9% | Added |
| Matrix Asset Advisors Inc | 3,196 | $680.0K | 0.07% | +782+32.4% | Added |
| Affinity Wealth Management LLC | 3,190 | $678.8K | 0.11% | +3,190 | New |
| AlTi Global, Inc. | 3,187 | $678.1K | 0.02% | +1,085+51.6% | Added |