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
- 2,001
- +67 vs. Q2 2025
- Shares held
- 546.6M
- −5.50M (−1.0%) vs. Q2 2025
- Total value
- $116.2B
- −$898.6M (−0.8%) vs. Q2 2025
- New holders
- 178
- 811 more added
- Sold out
- 111
- 666 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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 8,857 | $1.98M | 0.11% | +4,613+108.7% | Added |
| SageView Advisory Group, LLC | 9,364 | $1.99M | 0.07% | +159+1.7% | Added |
| Fox Run Management, L.L.C. | 9,386 | $2.00M | 0.31% | +4,609+96.5% | Added |
| Meridian Wealth Management, LLC | 9,404 | $2.00M | 0.08% | +7,241+334.8% | Added |
| Great Lakes Retirement, Inc. | 9,419 | $2.00M | 0.22% | +263+2.9% | Added |
| Valeo Financial Advisors, LLC | 9,454 | $2.01M | 0.05% | +436+4.8% | Added |
| Avestar Capital, LLC | 9,454 | $2.01M | 0.14% | −617−6.1% | Reduced |
| First Horizon Corp | 9,472 | $2.01M | 0.09% | +9,472 | New |
| Crawford Investment Counsel Inc | 9,525 | $2.02M | 0.03% | −20−0.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 9,536 | $2.03M | 0.46% | +780+8.9% | Added |
| Central Trust Co | 9,555 | $2.03M | 0.04% | −1,312−12.1% | Reduced |
| Burns J W & Co Inc | 9,600 | $2.04M | 0.23% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,584 | $2.05M | 0.08% | +568+6.3% | Added |
| Simon Quick Advisors, LLC | 9,649 | $2.05M | 0.09% | +1,133+13.3% | Added |
| HighVista Strategies LLC | 9,674 | $2.06M | 0.50% | +9,674 | New |
| Chicago Partners Investment Group LLC | 9,340 | $2.06M | 0.05% | +629+7.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 9,813 | $2.09M | 0.69% | +150+1.6% | Added |
| Compass Capital Corp | 9,619 | $2.12M | 0.92% | −490−4.8% | Reduced |
| Southern Capital Advisors, LLC | 9,968 | $2.12M | 0.99% | −74−0.7% | Reduced |
| American Assets Inc | 10,000 | $2.13M | 0.68% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10,084 | $2.14M | 0.04% | −219−2.1% | Reduced |
| Tema ETFs LLC | 10,114 | $2.15M | 0.18% | +10,114 | New |
| Carnegie Capital Asset Management, LLC | 10,213 | $2.17M | 0.04% | +2,474+32.0% | Added |
| IFG Advisors, LLC | 10,220 | $2.17M | 0.35% | −239−2.3% | Reduced |
| Massmutual Trust Co FSB | 10,245 | $2.18M | 0.06% | −710−6.5% | Reduced |
| Groupama Asset Managment | 10,284 | $2.19M | 0.03% | +972+10.4% | Added |
| Regatta Capital Group, LLC | 10,300 | $2.19M | 0.35% | +313+3.1% | Added |
| Burke & Herbert Bank & Trust Co | 10,317 | $2.19M | 0.47% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,335 | $2.20M | 0.06% | −311−2.9% | Reduced |
| Argent Trust Co | 10,382 | $2.21M | 0.08% | −204−1.9% | Reduced |
| 17 Capital Partners, LLC | 10,409 | $2.21M | 1.20% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,419 | $2.21M | 0.03% | +2,420+30.3% | Added |
| Aaron Wealth Advisors | 10,466 | $2.22M | 0.13% | +3,599+52.4% | Added |
| Cassaday & Co Wealth Management LLC | 10,538 | $2.24M | 0.05% | +3,080+41.3% | Added |
| Bayesian Capital Management, LP | 10,628 | $2.26M | 0.46% | +4,249+66.6% | Added |
| Scotia Capital Inc. | 10,662 | $2.27M | 0.01% | +726+7.3% | Added |
| Consolidated Planning Corp | 10,666 | $2.27M | 0.24% | +1,986+22.9% | Added |
| Advisors Capital Management, LLC | 10,714 | $2.28M | 0.03% | +126+1.2% | Added |
| iA Global Asset Management Inc. | 10,715 | $2.28M | 0.03% | −2,499−18.9% | Reduced |
| Camelot Portfolios, LLC | 10,751 | $2.29M | 1.36% | −397−3.6% | Reduced |
| Ballentine Partners, LLC | 10,754 | $2.29M | 0.03% | −19−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 10,799 | $2.30M | 0.07% | +29+0.3% | Added |
| Somerset Trust Co | 10,827 | $2.30M | 0.71% | −183−1.7% | Reduced |
| Trust Investment Advisors | 10,935 | $2.32M | 1.31% | +60+0.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 10,943 | $2.33M | 0.34% | +10,943 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,124 | $2.36M | 0.14% | +803+7.8% | Added |
| Cullen/Frost Bankers, Inc. | 11,247 | $2.39M | 0.03% | −2,142−16.0% | Reduced |
| Bridges Investment Management Inc | 11,251 | $2.39M | 0.03% | +49+0.4% | Added |
| Dumont & Blake Investment Advisors LLC | 11,303 | $2.40M | 0.58% | −43−0.4% | Reduced |
| Culbertson A N & Co Inc | 11,365 | $2.42M | 0.34% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,381 | $2.42M | 0.04% | −296−2.5% | Reduced |
| Global Retirement Partners, LLC | 11,413 | $2.43M | 0.05% | +832+7.9% | Added |
| Syon Capital LLC | 11,431 | $2.43M | 0.13% | +893+8.5% | Added |
| Sumitomo Life Insurance Co | 11,532 | $2.45M | 0.08% | −427−3.6% | Reduced |
| Kestra Investment Management, LLC | 11,534 | $2.45M | 0.07% | −8,279−41.8% | Reduced |
| Dorsey Wright & Associates | 11,596 | $2.46M | 0.55% | −86−0.7% | Reduced |
| IFP Advisors, Inc | 11,599 | $2.47M | 0.06% | +457+4.1% | Added |
| LSV Asset Management | 11,618 | $2.47M | 0.01% | −36,210−75.7% | Reduced |
| 3Chopt Investment Partners, LLC | 11,703 | $2.49M | 0.57% | −1,048−8.2% | Reduced |
| Dynasty Wealth Management, LLC | 11,750 | $2.50M | 0.03% | +11,750 | New |
| Fiduciary Alliance LLC | 11,752 | $2.50M | 0.17% | −476−3.9% | Reduced |
| Smartleaf Asset Management LLC | 11,214 | $2.51M | 0.16% | +3,301+41.7% | Added |
| Perigon Wealth Management, LLC | 11,870 | $2.52M | 0.05% | +5,911+99.2% | Added |
| Vectors Research Management, LLC | 11,954 | $2.54M | 0.80% | +580+5.1% | Added |
| FIL Ltd | 12,037 | $2.56M | 0.00% | +6,171+105.2% | Added |
| Prospera Financial Services Inc | 12,048 | $2.56M | 0.04% | +509+4.4% | Added |
| Vision Capital Management, Inc. | 12,106 | $2.57M | 0.32% | −38−0.3% | Reduced |
| Buckingham Strategic Partners | 11,933 | $2.59M | 0.03% | +2,371+24.8% | Added |
| MUFG Securities EMEA plc | 12,241 | $2.60M | 0.07% | −110,014−90.0% | Reduced |
| Peddock Capital Advisors, LLC | 12,242 | $2.60M | 0.56% | −13−0.1% | Reduced |
| Vise Technologies, Inc. | 12,246 | $2.60M | 0.10% | +300+2.5% | Added |
| Peloton Wealth Strategists | 12,315 | $2.62M | 1.03% | +325+2.7% | Added |
| Meridian Investment Counsel Inc. | 12,326 | $2.62M | 0.65% | +12,326 | New |
| Independent Advisor Alliance | 12,386 | $2.63M | 0.07% | +311+2.6% | Added |
| Gladstone Institutional Advisory LLC | 12,441 | $2.64M | 0.10% | +2,396+23.9% | Added |
| Polymer Capital Management (US) LLC | 12,444 | $2.65M | 0.35% | +6,759+118.9% | Added |
| Twin Capital Management Inc | 12,516 | $2.66M | 0.34% | −7,546−37.6% | Reduced |
| Ossiam | 12,558 | $2.67M | 0.03% | −229,559−94.8% | Reduced |
| HM Payson & Co | 12,562 | $2.67M | 0.04% | +362+3.0% | Added |
| Duncker Streett & Co Inc | 12,567 | $2.67M | 0.47% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,605 | $2.68M | 0.06% | +265+2.1% | Added |
| Umb Bank N A | 12,657 | $2.69M | 0.04% | +284+2.3% | Added |
| Legato Capital Management LLC | 12,678 | $2.70M | 0.29% | +3,291+35.1% | Added |
| Brown Brothers Harriman & Co | 12,720 | $2.70M | 0.02% | +1,115+9.6% | Added |
| Regions Financial Corp | 12,880 | $2.74M | 0.02% | −245−1.9% | Reduced |
| TriaGen Wealth Management LLC | 12,905 | $2.74M | 0.72% | +10,222+381.0% | Added |
| First National Trust Co | 12,927 | $2.75M | 0.09% | −377−2.8% | Reduced |
| Permanent Capital Management, LP | 12,960 | $2.76M | 0.52% | +12,960 | New |
| Eagle Bluffs Wealth Management LLC | 12,971 | $2.76M | 1.19% | −338−2.5% | Reduced |
| Sowell Financial Services LLC | 12,984 | $2.76M | 0.11% | +3,146+32.0% | Added |
| Prudential PLC | 13,213 | $2.81M | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 13,239 | $2.81M | 0.47% | +724+5.8% | Added |
| Banco BTG Pactual S.A. | 49,380 | $2.84M | 0.41% | +11,500+30.4% | Added |
| Independent Financial Group, LLC | 13,445 | $2.86M | 0.07% | +4,347+47.8% | Added |
| Exchange Traded Concepts, LLC | 13,593 | $2.89M | 0.03% | −127,488−90.4% | Reduced |
| Shell Asset Management Co | 13,659 | $2.90M | 0.29% | −30,675−69.2% | Reduced |
| Shelton Capital Management | 13,663 | $2.90M | 0.06% | −57−0.4% | Reduced |
| Garrett Investment Advisors LLC | 13,733 | $2.92M | 0.24% | −269−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,740 | $2.92M | 0.01% | −2,059−13.0% | Reduced |
| Wealthspire Advisors, LLC | 13,754 | $2.92M | 0.02% | +1,519+12.4% | Added |