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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 993 | $211.1K | 0.02% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 993 | $211.1K | 0.01% | 00.0% | Unchanged |
| NDVR, Inc. | 996 | $211.7K | 0.18% | −1,337−57.3% | Reduced |
| Cohen Capital Management, Inc. | 996 | $211.7K | 0.03% | 00.0% | Unchanged |
| W Advisors, LLC | 997 | $212.0K | 0.11% | +2+0.2% | Added |
| Private Wealth Partners, LLC | 1,000 | $212.6K | 0.02% | −3,340−77.0% | Reduced |
| Jupiter Wealth Management LLC | 1,000 | $212.6K | 0.10% | 00.0% | Unchanged |
| LCNB Corp | 1,003 | $213.2K | 0.07% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,003 | $213.2K | 0.01% | +10+1.0% | Added |
| Meriwether Wealth & Planning, LLC | 1,004 | $213.4K | 0.12% | +14+1.4% | Added |
| Nicholas Hoffman & Company, LLC. | 1,007 | $214.1K | 0.01% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 1,009 | $214.5K | 0.35% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 1,009 | $214.6K | 0.13% | −14−1.4% | Reduced |
| Main Street Research LLC | 1,016 | $216.0K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,019 | $216.6K | 0.01% | −300−22.7% | Reduced |
| Oak Grove Capital LLC | 1,019 | $216.6K | 0.05% | −50−4.7% | Reduced |
| United Bank | 1,019 | $216.6K | 0.03% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,019 | $216.6K | 0.04% | 00.0% | Unchanged |
| Tableaux LLC | 1,020 | $216.8K | 0.09% | +1,020 | New |
| Cohen & Steers, Inc. | 1,019 | $217.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,021 | $217.0K | 0.00% | +193+23.3% | Added |
| Roxbury Financial LLC | 1,021 | $217.1K | 0.20% | +1+0.1% | Added |
| New Republic Capital, LLC | 1,021 | $217.1K | 0.07% | +68+7.1% | Added |
| IMS Capital Management | 1,022 | $217.3K | 0.10% | −483−32.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,023 | $217.5K | 0.15% | +90+9.6% | Added |
| Fragasso Group Inc. | 1,015 | $217.7K | 0.01% | +69+7.3% | Added |
| Avantra Family Wealth, Inc. | 1,026 | $218.1K | 0.16% | +1,026 | New |
| Millington Financial Advisors, LLC | 1,051 | $218.3K | 0.11% | +12+1.2% | Added |
| First Hawaiian Bank | 1,029 | $218.7K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,032 | $219.4K | 0.02% | +1+0.1% | Added |
| Chico Wealth RIA | 1,037 | $220.4K | 0.15% | −9−0.9% | Reduced |
| Tortoise Investment Management, LLC | 1,038 | $220.6K | 0.02% | +8+0.8% | Added |
| Sonora Investment Management Group, LLC | 1,038 | $220.7K | 0.02% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 1,038 | $220.8K | 0.01% | +23+2.3% | Added |
| Meadowbrook Wealth Management, LLC | 1,040 | $221.1K | 0.23% | +1,040 | New |
| Total Clarity Wealth Management, Inc. | 1,047 | $222.6K | 0.06% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,048 | $222.8K | 0.06% | 00.0% | Unchanged |
| Lincoln Capital LLC | 1,041 | $223.2K | 0.04% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,051 | $223.4K | 0.04% | −400−27.6% | Reduced |
| Parsonex Advisory Services, Inc. | 1,053 | $223.8K | 0.15% | +1,053 | New |
| waypoint wealth counsel | 1,058 | $224.9K | 0.09% | +1,058 | New |
| Sax Wealth Advisors, LLC | 1,058 | $225.0K | 0.01% | +1,058 | New |
| Greystone Financial Group, LLC | 1,059 | $225.1K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,062 | $225.8K | 0.09% | +186+21.2% | Added |
| Baxter Bros Inc | 1,064 | $226.2K | 0.03% | 00.0% | Unchanged |
| Ariston Services Group | 1,064 | $226.2K | 0.14% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,066 | $226.6K | 0.09% | +25+2.4% | Added |
| Eastern Bank | 1,068 | $227.0K | 0.00% | −180−14.4% | Reduced |
| Hyperion Capital Advisors LP | 1,071 | $227.7K | 0.12% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,121 | $227.7K | 0.01% | +145+14.9% | Added |
| Fiduciary Wealth Partners, LLC | 1,073 | $228.0K | 0.10% | +221+25.9% | Added |
| Essex LLC | 1,073 | $228.1K | 0.04% | +1,073 | New |
| Kraft, Davis & Associates, LLC | 1,070 | $228.6K | 0.06% | −46−4.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,081 | $229.8K | 0.05% | +1,081 | New |
| Hemington Wealth Management | 1,083 | $230.0K | 0.03% | +10+0.9% | Added |
| FSM Wealth Advisors, LLC | 1,082 | $230.1K | 0.03% | +1,082 | New |
| Camden National Bank | 1,083 | $230.2K | 0.03% | −36−3.2% | Reduced |
| Accel Wealth Management | 1,089 | $231.4K | 0.07% | +1,089 | New |
| Stonebrook Private Inc. | 1,090 | $231.7K | 0.05% | +18+1.7% | Added |
| Dunhill Financial, LLC | 1,092 | $232.1K | 0.06% | −40−3.5% | Reduced |
| Lantz Financial LLC | 1,097 | $233.2K | 0.05% | −23−2.1% | Reduced |
| Canopy Partners, LLC | 1,103 | $234.5K | 0.08% | +71+6.9% | Added |
| Abner Herrman & Brock LLC | 1,107 | $235.0K | 0.02% | +1,107 | New |
| Mayport, LLC | 1,108 | $235.5K | 0.05% | −613−35.6% | Reduced |
| PFG Advisors | 1,113 | $236.6K | 0.01% | +1,113 | New |
| Alteri Wealth LLC | 1,114 | $236.9K | 0.08% | +92+9.0% | Added |
| Exchange Bank | 1,115 | $237.0K | 0.16% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,117 | $237.5K | 0.02% | −280−20.0% | Reduced |
| Strategic Financial Concepts, LLC | 1,119 | $237.8K | 0.03% | −198−15.0% | Reduced |
| Drive Wealth Management, LLC | 1,119 | $237.9K | 0.05% | +58+5.5% | Added |
| Becker Capital Management Inc | 1,120 | $238.1K | 0.01% | +30+2.8% | Added |
| Spartan Planning & Wealth Management | 1,120 | $238.1K | 0.19% | +1,120 | New |
| Plancorp, LLC | 1,122 | $238.5K | 0.01% | −156−12.2% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,126 | $239.4K | 0.10% | +1,126 | New |
| Mill Creek Capital Advisors, LLC | 1,128 | $239.8K | 0.00% | +32+2.9% | Added |
| Private Client Services, LLC | 1,134 | $241.0K | 0.08% | −23−2.0% | Reduced |
| Franklin Street Advisors Inc | 1,135 | $241.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,137 | $241.7K | 0.05% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,138 | $242.0K | 0.04% | +1,138 | New |
| RB Capital Management, LLC | 1,139 | $242.1K | 0.05% | +2+0.2% | Added |
| United Advisor Group, LLC | 1,141 | $242.5K | 0.03% | +1,141 | New |
| Maple Capital Management, Inc. | 1,147 | $243.8K | 0.02% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 1,149 | $244.0K | 0.01% | +124+12.1% | Added |
| Brooklyn FI, LLC | 1,148 | $244.0K | 0.05% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,148 | $244.0K | 0.03% | +183+19.0% | Added |
| New Covenant Trust Company, N.A. | 1,149 | $244.3K | 0.23% | −250−17.9% | Reduced |
| Rodgers Brothers Inc. | 1,150 | $244.5K | 0.03% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,153 | $244.6K | 0.03% | −398−25.7% | Reduced |
| Rathbone Brothers plc | 1,154 | $245.3K | 0.00% | −63−5.2% | Reduced |
| Mechanics Bank Trust Department | 1,154 | $245.3K | 0.03% | 00.0% | Unchanged |
| Charter Capital Management, LLC | 1,157 | $245.9K | 0.13% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1,157 | $246.0K | 0.12% | +1,152+23,040.0% | Added |
| Omnia Family Wealth, LLC | 1,160 | $246.6K | 0.08% | +11+1.0% | Added |
| Allegheny Financial Group LTD | 1,161 | $247.0K | 0.05% | −33−2.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,170 | $248.7K | 0.02% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 1,174 | $249.6K | 0.01% | −11−0.9% | Reduced |
| Global Assets Advisory, LLC | 1,178 | $250.4K | 0.07% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,179 | $250.7K | 0.03% | +68+6.1% | Added |
| Allen Capital Group, LLC | 1,180 | $250.8K | 0.02% | +52+4.6% | Added |
| Optimum Investment Advisors | 1,186 | $252.1K | 0.10% | +486+69.4% | Added |