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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 8,215 | $1.75M | 0.03% | +582+7.6% | Added |
| RFG Advisory, LLC | 8,196 | $1.74M | 0.04% | +2,654+47.9% | Added |
| Kingstone Capital Partners Texas, LLC | 8,062 | $1.72M | 1.12% | −11,886−59.6% | Reduced |
| Permanens Capital L.P. | 8,034 | $1.71M | 0.23% | +3,381+72.7% | Added |
| Prime Capital Investment Advisors, LLC | 7,999 | $1.70M | 0.02% | +1,071+15.5% | Added |
| Wedbush Securities Inc | 7,908 | $1.68M | 0.06% | +4,710+147.3% | Added |
| Stenger Family Office, LLC | 7,796 | $1.68M | 0.44% | +7,796 | New |
| Family Legacy, Inc. | 7,873 | $1.68M | 0.54% | −53−0.7% | Reduced |
| Silvant Capital Management LLC | 7,862 | $1.67M | 0.06% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,913 | $1.67M | 0.15% | +1,141+16.8% | Added |
| Legacy Financial Advisors, Inc. | 7,807 | $1.66M | 0.26% | +4,625+145.3% | Added |
| Choate Investment Advisors | 7,781 | $1.66M | 0.04% | +5,513+243.1% | Added |
| Country Club Bank | 7,844 | $1.66M | 0.10% | −578−6.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,739 | $1.65M | 0.03% | +7,739 | New |
| Founders Financial Securities LLC | 7,722 | $1.64M | 0.12% | −692−8.2% | Reduced |
| Leisure Capital Management | 7,702 | $1.64M | 0.62% | +42+0.5% | Added |
| Brooks, Moore & Associates, Inc. | 7,607 | $1.64M | 0.88% | +7,607 | New |
| Harvest Fund Management Co., Ltd | 7,670 | $1.63M | 0.08% | +1,190+18.4% | Added |
| Haverford Trust Co | 7,637 | $1.62M | 0.02% | +5,576+270.5% | Added |
| Virtus Investment Advisers, Inc. | 7,585 | $1.61M | 0.55% | +591+8.5% | Added |
| Navalign, LLC | 7,568 | $1.61M | 0.44% | −686−8.3% | Reduced |
| Farther Finance Advisors, LLC | 7,566 | $1.61M | 0.03% | +3,548+88.3% | Added |
| Sagespring Wealth Partners, LLC | 7,563 | $1.61M | 0.03% | +3,199+73.3% | Added |
| Hennessy Advisors Inc | 7,500 | $1.60M | 0.05% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 7,500 | $1.60M | 0.46% | +7,500 | New |
| Highview Capital Management LLC | 7,483 | $1.59M | 0.61% | +7,483 | New |
| Capital Investment Advisors, LLC | 7,474 | $1.59M | 0.03% | +3,300+79.1% | Added |
| Tiemann Investment Advisors, LLC | 7,463 | $1.59M | 0.65% | +7,463 | New |
| Moors & Cabot, Inc. | 7,460 | $1.59M | 0.07% | +4,196+128.6% | Added |
| Cassaday & Co Wealth Management LLC | 7,458 | $1.59M | 0.04% | +778+11.6% | Added |
| My Legacy Advisors, LLC | 7,113 | $1.57M | 0.56% | +200+2.9% | Added |
| Trust Asset Management LLC | 7,363 | $1.57M | 0.12% | +2,965+67.4% | Added |
| 111 Capital | 7,340 | $1.56M | 0.27% | +7,340 | New |
| Parkside Financial Bank & Trust | 7,325 | $1.56M | 0.17% | +2,871+64.5% | Added |
| CSS LLC | 7,246 | $1.54M | 0.10% | −250−3.3% | Reduced |
| Resources Investment Advisors, LLC. | 7,243 | $1.54M | 0.02% | +2,956+69.0% | Added |
| Cary Street Partners Financial LLC | 7,157 | $1.52M | 0.04% | +1,066+17.5% | Added |
| Profund Advisors LLC | 7,153 | $1.52M | 0.05% | +1,945+37.3% | Added |
| Curated Wealth Partners LLC | 7,139 | $1.52M | 0.18% | +7,139 | New |
| Fulton Bank, N.A. | 7,092 | $1.51M | 0.06% | +4,200+145.2% | Added |
| We Are One Seven, LLC | 7,090 | $1.51M | 0.05% | +2,977+72.4% | Added |
| Wolverine Trading, LLC | 7,095 | $1.50M | 0.04% | −28,902−80.3% | Reduced |
| Colonial River Wealth Management, LLC | 6,779 | $1.50M | 0.64% | +3,149+86.7% | Added |
| Fortem Financial Group, LLC | 6,991 | $1.49M | 0.48% | +6,991 | New |
| Asset Dedication, LLC | 6,988 | $1.49M | 0.11% | +570+8.9% | Added |
| Adviser Investments LLC | 6,982 | $1.49M | 0.02% | +1,142+19.6% | Added |
| Welch & Forbes LLC | 6,972 | $1.48M | 0.02% | +1,853+36.2% | Added |
| Nordwand Advisors, LLC | 6,967 | $1.48M | 0.24% | +6,967 | New |
| Meridian Financial Partners LLC | 6,941 | $1.48M | 0.69% | +71+1.0% | Added |
| Independence Bank of Kentucky | 6,928 | $1.47M | 0.21% | +4,969+253.6% | Added |
| Western Wealth Management, LLC | 6,915 | $1.47M | 0.09% | +2,767+66.7% | Added |
| Bank of Hawaii | 6,911 | $1.47M | 0.08% | +4,056+142.1% | Added |
| Advisors Preferred, LLC | 6,800 | $1.46M | 0.24% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,874 | $1.46M | 0.04% | +2,330+51.3% | Added |
| Aaron Wealth Advisors | 6,867 | $1.46M | 0.15% | +3,585+109.2% | Added |
| Lowe Brockenbrough & Co Inc | 6,865 | $1.46M | 0.08% | +1,597+30.3% | Added |
| Chilton Investment Co LLC | 6,859 | $1.46M | 0.03% | +5,609+448.7% | Added |
| Personal Cfo Solutions, LLC | 6,833 | $1.45M | 0.27% | +1,853+37.2% | Added |
| David Loasby | 6,999 | $1.45M | 0.12% | +4,632+195.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,818 | $1.45M | 0.07% | +3,886+132.5% | Added |
| Plato Investment Management Ltd | 6,838 | $1.45M | 0.11% | +1,999+41.3% | Added |
| Lecap Asset Management Ltd | 6,804 | $1.45M | 0.51% | +6,804 | New |
| Prosperity Consulting Group, LLC | 6,802 | $1.45M | 0.11% | +1,327+24.2% | Added |
| Barden Capital Management, Inc. | 6,745 | $1.44M | 1.26% | −132−1.9% | Reduced |
| Ironwood Investment Counsel, LLC | 8,150 | $1.43M | 0.22% | +3,714+83.7% | Added |
| Qtron Investments LLC | 6,720 | $1.43M | 0.18% | +3,928+140.7% | Added |
| Premier Path Wealth Partners, LLC | 6,703 | $1.43M | 0.20% | +2,415+56.3% | Added |
| AE Wealth Management LLC | 6,687 | $1.42M | 0.01% | +4,664+230.5% | Added |
| Westbourne Investment Advisors, Inc. | 6,620 | $1.41M | 0.43% | +320+5.1% | Added |
| Boston Private Wealth LLC | 6,610 | $1.41M | 0.08% | −1,711−20.6% | Reduced |
| Professional Financial Advisors, LLC | 6,564 | $1.40M | 0.32% | +6,564 | New |
| Change Path, LLC | 6,537 | $1.39M | 0.04% | +1,634+33.3% | Added |
| Steel Peak Wealth Management LLC | 6,513 | $1.39M | 0.05% | +412+6.8% | Added |
| Sargent Investment Group, LLC | 6,456 | $1.37M | 0.19% | −486−7.0% | Reduced |
| Quantitative Investment Management, LLC | 6,443 | $1.37M | 0.18% | +5,140+394.5% | Added |
| Mount Lucas Management LP | 6,435 | $1.37M | 0.65% | +6,435 | New |
| GM Advisory Group, Inc. | 6,412 | $1.36M | 0.07% | +6,412 | New |
| Intact Investment Management Inc. | 6,400 | $1.36M | 0.05% | +1,600+33.3% | Added |
| Bayesian Capital Management, LP | 6,379 | $1.36M | 0.21% | +6,379 | New |
| Diligent Investors, LLC | 6,376 | $1.36M | 0.32% | +6,376 | New |
| Equitable Trust Co | 6,320 | $1.34M | 0.07% | +834+15.2% | Added |
| Pittenger & Anderson Inc | 6,276 | $1.34M | 0.05% | +6,276 | New |
| Frank, Rimerman Advisors LLC | 6,216 | $1.32M | 0.09% | +3,011+93.9% | Added |
| Gratus Wealth Advisors, LLC | 6,214 | $1.32M | 0.20% | +6,214 | New |
| Cigna Investments Inc | 6,171 | $1.31M | 0.22% | +2,333+60.8% | Added |
| Hazlett, Burt & Watson, Inc. | 6,160 | $1.31M | 0.54% | +6,144+38,400.0% | Added |
| Hilltop National Bank | 6,148 | $1.31M | 0.34% | +6,148 | New |
| City Holding Co | 6,146 | $1.31M | 0.17% | +604+10.9% | Added |
| Cooper Financial Group | 6,131 | $1.30M | 0.15% | −673−9.9% | Reduced |
| Whitener Capital Management, Inc. | 6,070 | $1.29M | 0.34% | −4−0.1% | Reduced |
| Venture Visionary Partners LLC | 6,068 | $1.29M | 0.05% | +1,286+26.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,059 | $1.29M | 0.36% | +212+3.6% | Added |
| South State Corp. | 6,053 | $1.29M | 0.06% | +1,891+45.4% | Added |
| Ameritas Investment Partners, Inc. | 6,037 | $1.28M | 0.04% | +2,405+66.2% | Added |
| EPG Wealth Management LLC | 6,022 | $1.28M | 0.38% | +47+0.8% | Added |
| Diversify Advisory Services, LLC | 5,910 | $1.28M | 0.05% | +5,910 | New |
| Spire Wealth Management | 6,003 | $1.28M | 0.05% | −571−8.7% | Reduced |
| GenTrust, LLC | 5,990 | $1.27M | 0.06% | +35+0.6% | Added |
| Kendall Capital Management | 5,973 | $1.27M | 0.34% | +5,973 | New |
| Silvercrest Asset Management Group LLC | 5,968 | $1.27M | 0.01% | +3,013+102.0% | Added |