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, Q3 2025
Institutional positions in Capital One Financial Corp as of Sep 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
- 2,002
- +67 vs. Q2 2025
- Shares held
- 546.6M
- −5.50M (−1.0%) vs. Q2 2025
- Total value
- $116.2B
- −$898.7M (−0.8%) vs. Q2 2025
- New holders
- 178
- 811 more added
- Sold out
- 111
- 667 more reduced
27 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 3,648 | $775.5K | 0.31% | +76+2.1% | Added |
| Northern Oak Wealth Management Inc | 3,654 | $776.8K | 0.10% | −2,118−36.7% | Reduced |
| Sivia Capital Partners, LLC | 3,658 | $777.7K | 0.22% | +358+10.8% | Added |
| Capital Investment Advisory Services, LLC | 3,669 | $779.9K | 0.06% | −3−0.1% | Reduced |
| Malaga Cove Capital, LLC | 3,687 | $783.8K | 0.28% | +300+8.9% | Added |
| Strategic Wealth Designers | 3,695 | $785.5K | 0.07% | +3,695 | New |
| Erste Asset Management GmbH | 3,529 | $789.1K | 0.01% | −12,415−77.9% | Reduced |
| Auxano Advisors, LLC | 3,716 | $789.9K | 0.17% | +159+4.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,727 | $792.3K | 0.12% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 3,735 | $794.0K | 0.30% | +3,735 | New |
| FNY Investment Advisers, LLC | 3,750 | $797.0K | 0.26% | +3,616+2,698.5% | Added |
| Central Pacific Bank - Trust Division | 3,750 | $797.2K | 0.10% | −275−6.8% | Reduced |
| Atom Investors LP | 3,761 | $799.5K | 0.06% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,767 | $800.8K | 0.29% | −5,100−57.5% | Reduced |
| Aprio Wealth Management, LLC | 3,774 | $802.3K | 0.08% | +253+7.2% | Added |
| Kovack Advisors, Inc. | 3,778 | $803.2K | 0.08% | +371+10.9% | Added |
| Savvy Advisors, Inc. | 3,782 | $803.9K | 0.04% | +1,538+68.5% | Added |
| Arq Wealth Advisors, LLC | 3,782 | $804.0K | 0.24% | +3,782 | New |
| Confluence Wealth Services, Inc. | 3,786 | $804.8K | 0.04% | +52+1.4% | Added |
| Circle Wealth Management, LLC | 3,797 | $807.2K | 0.02% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 3,803 | $808.4K | 0.03% | +2,200+137.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,846 | $817.7K | 0.03% | +2,037+112.6% | Added |
| LRI Investments, LLC | 3,890 | $827.0K | 0.07% | +24+0.6% | Added |
| Evercore Wealth Management, LLC | 3,895 | $828.0K | 0.01% | +1,984+103.8% | Added |
| Conning Inc. | 3,900 | $829.1K | 0.03% | +91+2.4% | Added |
| Flavin Financial Services, Inc. | 3,913 | $831.8K | 0.59% | −58−1.5% | Reduced |
| Laraway Financial Inc | 3,951 | $839.9K | 0.57% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,975 | $845.1K | 0.10% | −357−8.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,988 | $847.8K | 0.00% | +3,224+422.0% | Added |
| Bamco Inc | 4,000 | $850.3K | 0.00% | +4,000 | New |
| Pettyjohn, Wood & White, Inc | 4,008 | $852.0K | 0.14% | +172+4.5% | Added |
| Essex Financial Services, Inc. | 4,030 | $856.7K | 0.05% | −20−0.5% | Reduced |
| Brasada Capital Management, LP | 4,050 | $860.9K | 0.15% | −700−14.7% | Reduced |
| Geneos Wealth Management Inc. | 4,056 | $862.2K | 0.02% | −5,729−58.5% | Reduced |
| TruWealth Advisors, LLC | 4,062 | $863.4K | 0.04% | +1,898+87.7% | Added |
| Simplicity Wealth,LLC | 4,062 | $863.4K | 0.05% | +611+17.7% | Added |
| Rexford Capital Inc | 4,071 | $865.4K | 0.67% | −51−1.2% | Reduced |
| Ironwood Investment Counsel, LLC | 4,072 | $865.6K | 0.13% | −4,078−50.0% | Reduced |
| Sather Financial Group Inc | 4,076 | $866.5K | 0.05% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,102 | $872.0K | 0.36% | +243+6.3% | Added |
| ISAM Funds (UK) Ltd | 4,103 | $872.2K | 0.18% | +4,103 | New |
| Armis Advisers, LLC | 4,005 | $872.7K | 0.08% | +267+7.1% | Added |
| St Germain D J Co Inc | 4,108 | $873.3K | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,113 | $874.3K | 0.03% | +335+8.9% | Added |
| Unified Investment Management | 4,134 | $878.8K | 0.88% | −127−3.0% | Reduced |
| TCG Advisory Services, LLC | 4,135 | $879.1K | 0.03% | +430+11.6% | Added |
| Orion Capital Management LLC | 4,140 | $880.1K | 0.31% | +260+6.7% | Added |
| Integrated Investment Consultants, LLC | 4,146 | $881.4K | 0.15% | +330+8.6% | Added |
| Quent Capital, LLC | 4,157 | $883.7K | 0.07% | +102+2.5% | Added |
| Moneta Group Investment Advisors LLC | 4,173 | $887.0K | 0.01% | −20−0.5% | Reduced |
| 44 Wealth Management LLC | 4,189 | $890.5K | 0.30% | −140−3.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 4,200 | $892.8K | 0.19% | +4,200 | New |
| Caerus Investment Advisors, LLC | 4,208 | $894.5K | 0.37% | +4,208 | New |
| Larson Financial Group LLC | 4,215 | $896.1K | 0.03% | +604+16.7% | Added |
| Foundations Investment Advisors, LLC | 4,219 | $896.9K | 0.01% | −298−6.6% | Reduced |
| Howard Capital Management Inc. | 4,224 | $897.9K | 0.01% | +132+3.2% | Added |
| Quotient Wealth Partners, LLC | 4,225 | $898.2K | 0.02% | −240−5.4% | Reduced |
| Keel Point, LLC | 4,243 | $902.1K | 0.06% | +109+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,247 | $902.8K | 0.04% | +2,058+94.0% | Added |
| PDS Planning, Inc | 4,267 | $907.1K | 0.06% | +33+0.8% | Added |
| Oak Harbor Wealth Partners, LLC | 4,272 | $908.1K | 0.22% | +448+11.7% | Added |
| FourThought Financial Partners, LLC | 4,278 | $909.4K | 0.08% | −99−2.3% | Reduced |
| Pinnacle Financial Partners Inc | 4,281 | $910.1K | 0.02% | −8,011−65.2% | Reduced |
| Insigneo Advisory Services, LLC | 4,282 | $910.3K | 0.06% | +192+4.7% | Added |
| Journey Strategic Wealth LLC | 4,282 | $910.3K | 0.03% | −273−6.0% | Reduced |
| Romano Brothers and Company | 4,283 | $910.5K | 0.10% | −20−0.5% | Reduced |
| Parus Finance (UK) Ltd | 4,285 | $910.9K | 0.24% | +1,025+31.4% | Added |
| PFG Investments, LLC | 4,290 | $912.0K | 0.05% | +383+9.8% | Added |
| Mission Wealth Management, LP | 4,303 | $914.7K | 0.02% | +502+13.2% | Added |
| CX Institutional | 4,309 | $916.0K | 0.03% | −27,161−86.3% | Reduced |
| Patron Partners Advisors, LLC | 4,348 | $924.2K | 0.42% | −74−1.7% | Reduced |
| Roman Butler Fullerton & Co | 4,259 | $931.0K | 0.25% | +66+1.6% | Added |
| IHT Wealth Management, LLC | 4,429 | $941.6K | 0.02% | −4−0.1% | Reduced |
| Nations Financial Group Inc, | 4,450 | $946.0K | 0.06% | +49+1.1% | Added |
| Pennsylvania Capital Management Inc | 4,482 | $952.8K | 0.28% | +5+0.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,501 | $956.8K | 0.20% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,519 | $960.6K | 0.31% | +884+24.3% | Added |
| Calton & Associates, Inc. | 4,524 | $961.6K | 0.14% | +194+4.5% | Added |
| Mather Group, LLC. | 4,540 | $965.1K | 0.01% | +47+1.0% | Added |
| Sunflower Bank, N.A. | 4,553 | $967.9K | 0.24% | +18+0.4% | Added |
| Calamos Wealth Management LLC | 4,574 | $972.3K | 0.04% | +549+13.6% | Added |
| Sky Investment Group LLC | 4,602 | $978.3K | 0.16% | +70+1.5% | Added |
| Cornercap Investment Counsel Inc | 4,607 | $979.4K | 0.49% | −75−1.6% | Reduced |
| Perpetual Ltd | 4,613 | $980.6K | 0.01% | +3,211+229.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,635 | $985.2K | 0.27% | −1,424−23.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,651 | $988.7K | 0.15% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 4,698 | $998.7K | 0.00% | +269+6.1% | Added |
| American Money Management, LLC | 4,721 | $1.00M | 0.17% | −4−0.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,726 | $1.00M | 0.31% | −361−7.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,727 | $1.00M | 0.23% | +1,283+37.3% | Added |
| North Star Asset Management Inc | 4,729 | $1.01M | 0.04% | −356−7.0% | Reduced |
| RMR Wealth Builders | 4,736 | $1.01M | 0.08% | +141+3.1% | Added |
| Crews Bank & Trust | 4,739 | $1.01M | 0.15% | +66+1.4% | Added |
| Bryn Mawr Trust Co | 4,740 | $1.01M | 0.02% | −7,940−62.6% | Reduced |
| Neo Ivy Capital Management | 4,742 | $1.01M | 0.25% | +3,259+219.8% | Added |
| Johnson Investment Counsel Inc | 4,742 | $1.01M | 0.01% | +118+2.6% | Added |
| Thoroughbred Financial Services, LLC | 4,767 | $1.01M | 0.06% | +4,767 | New |
| Integris Wealth Management, LLC | 4,770 | $1.01M | 0.25% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,782 | $1.02M | 0.07% | +108+2.3% | Added |
| Requisite Capital Management, LLC | 4,825 | $1.03M | 0.17% | +3,403+239.3% | Added |