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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 3,175 | $675.6K | 0.04% | +3,175 | New |
| Generation Capital Management LLC | 3,172 | $674.9K | 0.53% | +3,172 | New |
| First PREMIER Bank | 3,160 | $672.0K | 0.16% | +361+12.9% | Added |
| Dorsey & Whitney Trust CO LLC | 3,158 | $671.9K | 0.04% | +659+26.4% | Added |
| Quadcap Wealth Management, LLC | 3,155 | $671.3K | 0.09% | +3,155 | New |
| Councilmark Asset Management, LLC | 3,128 | $665.5K | 0.42% | +3,128 | New |
| Zhang Financial LLC | 3,124 | $664.7K | 0.03% | +3,124 | New |
| Nexus Investment Management ULC | 3,101 | $659.8K | 0.10% | +3,101 | New |
| Capital Asset Advisory Services LLC | 3,052 | $656.7K | 0.03% | +3,052 | New |
| Chicago Wealth Management, Inc. | 3,081 | $655.5K | 0.31% | +3,081 | New |
| Private Trust Co NA | 3,073 | $653.8K | 0.06% | +1,459+90.4% | Added |
| Bank of Stockton | 3,065 | $652.1K | 0.19% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,028 | $647.4K | 0.05% | +1,406+86.7% | Added |
| OneAscent Financial Services LLC | 3,016 | $646.0K | 0.05% | +3,016 | New |
| Western Pacific Wealth Management, LP | 3,015 | $641.5K | 0.62% | 00.0% | Unchanged |
| 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 |
| One Wealth Advisors, LLC | 2,999 | $638.1K | 0.09% | +1,064+55.0% | Added |
| Versant Capital Management, Inc | 2,995 | $637.2K | 0.10% | +1,709+132.9% | Added |
| Prossimo Advisors, LLC | 2,980 | $634.0K | 0.51% | +155+5.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,974 | $632.7K | 0.00% | +50+1.7% | Added |
| Sound View Wealth Advisors Group, LLC | 2,959 | $629.6K | 0.05% | +1,022+52.8% | Added |
| Factorial Partners, LLC | 2,955 | $628.7K | 0.46% | +2,955 | New |
| Relyea Zuckerberg Hanson LLC | 2,948 | $627.3K | 0.07% | +2,948 | New |
| Financial Security Advisor, Inc. | 2,948 | $627.1K | 0.14% | +73+2.5% | Added |
| Institute for Wealth Management, LLC. | 2,944 | $626.4K | 0.07% | +2,944 | New |
| Golden State Equity Partners | 2,917 | $620.7K | 0.11% | −413−12.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,916 | $620.3K | 0.05% | +2,916 | New |
| Ellevest, Inc. | 2,911 | $619.3K | 0.10% | +2,911 | New |
| RMB Capital Management, LLC | 2,908 | $618.7K | 0.01% | +2,908 | New |
| Pflug Koory, LLC | 2,905 | $618.1K | 0.31% | +2,905 | New |
| Hunter Associates Investment Management LLC | 2,903 | $618.0K | 0.09% | +2,903 | New |
| J2 Capital Management Inc | 2,901 | $617.2K | 0.49% | +2,901 | New |
| Madison Asset Management, LLC | 2,897 | $616.4K | 0.01% | +2,897 | New |
| Richardson Financial Services Inc. | 2,862 | $615.8K | 0.41% | +95+3.4% | Added |
| Arbor Investment Advisors, LLC | 2,878 | $612.3K | 0.08% | +2,878 | New |
| One Capital Management, LLC | 2,872 | $611.2K | 0.02% | +1,752+156.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,870 | $610.6K | 0.36% | +2,870 | New |
| Frederick Financial Consultants, LLC | 2,865 | $609.6K | 0.38% | +1,050+57.9% | Added |
| Fukoku Mutual Life Insurance Co | 2,864 | $609.3K | 0.04% | +812+39.6% | Added |
| Sage Investment Counsel LLC | 2,857 | $607.9K | 0.70% | +2,857 | New |
| Chicago Trust Co NA | 2,853 | $607.0K | 0.09% | +2,853 | New |
| CWA Asset Management Group, LLC | 2,850 | $606.4K | 0.03% | +1,094+62.3% | Added |
| Resonant Capital Advisors, LLC | 2,848 | $605.9K | 0.04% | +2,848 | New |
| West Family Investments, Inc. | 2,844 | $605.1K | 0.16% | +2,844 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,841 | $604.5K | 0.05% | +710+33.3% | Added |
| Valmark Advisers, Inc. | 2,831 | $602.3K | 0.01% | +2,831 | New |
| GeoWealth Management, LLC | 2,823 | $600.6K | 0.02% | +688+32.2% | Added |
| Birch Capital Management, LLC | 2,817 | $599.3K | 0.31% | +2,817 | New |
| Peachtree Investment Partners, LLC | 2,811 | $598.1K | 0.23% | +2,811 | New |
| Acropolis Investment Management, LLC | 2,799 | $595.5K | 0.03% | +71+2.6% | Added |
| Kozak & Associates, Inc. | 2,714 | $591.8K | 0.12% | +2,637+3,424.7% | Added |
| Pointe Capital Management LLC | 2,779 | $591.3K | 0.31% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 2,777 | $590.8K | 0.40% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,762 | $587.6K | 0.05% | +2,762 | New |
| James J. Burns & Company, LLC | 2,747 | $584.5K | 0.10% | +535+24.2% | Added |
| Grandfield & Dodd, LLC | 2,738 | $582.7K | 0.03% | +2,738 | New |
| Norden Group LLC | 2,738 | $582.5K | 0.06% | +647+30.9% | Added |
| Zullo Investment Group, Inc. | 2,735 | $582.1K | 0.24% | +321+13.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,732 | $581.3K | 0.08% | +72+2.7% | Added |
| Avidian Wealth Solutions, LLC | 2,729 | $580.6K | 0.02% | +2,729 | New |
| New Wave Wealth Advisors LLC | 2,714 | $577.4K | 0.25% | +2,714 | New |
| CoreCap Advisors, LLC | 2,696 | $573.8K | 0.02% | +2,048+316.0% | Added |
| TriaGen Wealth Management LLC | 2,683 | $570.8K | 0.17% | +2,683 | New |
| XML Financial, LLC | 2,672 | $568.4K | 0.05% | +635+31.2% | Added |
| Knollwood Investment Advisory, LLC | 2,664 | $566.8K | 0.05% | +1,165+77.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,661 | $566.2K | 0.02% | +2,661 | New |
| Stonegate Investment Group, LLC | 2,657 | $565.3K | 0.01% | −530−16.6% | Reduced |
| Evoke Wealth, LLC | 2,643 | $562.4K | 0.01% | +2,643 | New |
| Aigen Investment Management, LP | 2,642 | $562.1K | 0.08% | +2,642 | New |
| Cornerstone Select Advisors, LLC | 2,631 | $559.8K | 0.49% | +598+29.4% | Added |
| Fayez Sarofim & Co | 2,631 | $559.8K | 0.00% | +1,416+116.5% | Added |
| Credit Industriel Et Commercial | 2,589 | $550.8K | 0.09% | +2,589 | New |
| Prana Capital Management, LP | 2,587 | $550.4K | 0.02% | +2,587 | New |
| Greenfield Savings Bank | 2,579 | $548.7K | 0.25% | +2,579 | New |
| Syverson Strege & Co | 2,570 | $546.8K | 0.13% | +2,570 | New |
| KG&L Capital Management,LLC | 2,562 | $545.1K | 0.16% | −497−16.2% | Reduced |
| Manchester Capital Management LLC | 2,562 | $545.0K | 0.07% | +87+3.5% | Added |
| Beck Mack & Oliver LLC | 2,548 | $542.1K | 0.01% | +2,548 | New |
| 626 Financial, LLC | 2,546 | $541.7K | 0.25% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,524 | $537.0K | 0.03% | +565+28.8% | Added |
| Fundamentun, LLC | 2,521 | $536.5K | 0.02% | +549+27.8% | Added |
| Wedgewood Investors Inc | 2,513 | $534.7K | 0.62% | +2,513 | New |
| Flagship Harbor Advisors, LLC | 2,510 | $534.0K | 0.03% | +1,325+111.8% | Added |
| Parcion Private Wealth LLC | 2,492 | $530.2K | 0.04% | +2,492 | New |
| Ausdal Financial Partners, Inc. | 2,489 | $529.6K | 0.04% | +1,092+78.2% | Added |
| Kera Capital Partners, Inc. | 2,487 | $529.1K | 0.10% | +1,303+110.1% | Added |
| Toth Financial Advisory Corp | 2,485 | $528.7K | 0.06% | +1,900+324.8% | Added |
| Souders Financial Advisors | 2,483 | $528.3K | 0.07% | +2,483 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,481 | $527.9K | 0.10% | +616+33.0% | Added |
| Fielder Capital Group LLC | 2,478 | $527.3K | 0.14% | +2,478 | New |
| First Interstate Bank | 2,472 | $525.9K | 0.03% | +2,472 | New |
| Integrated Quantitative Investments LLC | 2,467 | $524.9K | 0.15% | +37+1.5% | Added |
| PEAK6 LLC | 2,462 | $523.9K | 0.02% | +2,462 | New |
| KCM Investment Advisors LLC | 2,456 | $522.5K | 0.02% | +1,240+102.0% | Added |
| Schrum Private Wealth Management LLC | 2,450 | $521.3K | 0.42% | +2,450 | New |
| Parsons Capital Management Inc | 2,444 | $520.0K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,442 | $519.6K | 0.11% | +708+40.8% | Added |
| Portside Wealth Group, LLC | 2,433 | $517.6K | 0.08% | +954+64.5% | Added |
| Bingham Private Wealth, LLC | 2,432 | $517.4K | 0.49% | −273−10.1% | Reduced |