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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 1,445 | $307.2K | 0.04% | −199−12.1% | Reduced |
| Humankind Investments LLC | 1,446 | $307.4K | 0.07% | −138−8.7% | Reduced |
| Northwest Wealth Management, LLC | 1,447 | $307.6K | 0.05% | −3−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,448 | $307.9K | 0.02% | +20+1.4% | Added |
| Bell Bank | 1,451 | $308.5K | 0.01% | +5+0.3% | Added |
| Blalock Williams, LLC | 1,456 | $309.5K | 0.27% | +116+8.7% | Added |
| WSFS Capital Management, LLC | 1,460 | $310.4K | 0.02% | −233−13.8% | Reduced |
| First Affirmative Financial Network | 1,460 | $310.4K | 0.15% | −182−11.1% | Reduced |
| Renaissance Group LLC | 1,461 | $310.5K | 0.01% | −564−27.9% | Reduced |
| AF Advisors, Inc. | 1,465 | $311.5K | 0.13% | 00.0% | Unchanged |
| Human Investing LLC | 1,470 | $312.5K | 0.05% | +2+0.1% | Added |
| Lipe & Dalton | 1,474 | $313.0K | 0.16% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,474 | $313.3K | 0.06% | −165−10.1% | Reduced |
| Golden State Wealth Management, LLC | 1,477 | $314.0K | 0.03% | +312+26.8% | Added |
| Hamilton Point Investment Advisors, LLC | 1,478 | $314.2K | 0.05% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,480 | $314.7K | 0.01% | +393+36.2% | Added |
| Guardian Partners Inc. | 1,475 | $314.9K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,483 | $315.2K | 0.04% | −145−8.9% | Reduced |
| Quarry LP | 1,484 | $315.5K | 0.08% | +1,484 | New |
| Foster Group, Inc. | 1,488 | $316.3K | 0.01% | +27+1.8% | Added |
| Charter Oak Capital Management, LLC | 1,490 | $316.7K | 0.02% | −4−0.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,494 | $317.5K | 0.11% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,496 | $318.1K | 0.08% | +347+30.2% | Added |
| Passive Capital Management, LLC. | 1,500 | $318.9K | 0.10% | −141−8.6% | Reduced |
| Lee Danner & Bass Inc | 1,502 | $319.3K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,503 | $319.6K | 0.03% | +1,503 | New |
| OneAscent Financial Services LLC | 1,503 | $319.6K | 0.02% | −1,513−50.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,504 | $319.7K | 0.11% | +61+4.2% | Added |
| Dillon & Associates Inc | 1,502 | $320.0K | 0.04% | 00.0% | Unchanged |
| McAdam, LLC | 1,506 | $320.1K | 0.02% | +22+1.5% | Added |
| Berger Financial Group, Inc | 1,511 | $321.1K | 0.02% | −3−0.2% | Reduced |
| Angeles Wealth Management, LLC | 1,516 | $322.3K | 0.02% | +24+1.6% | Added |
| Monument Capital Management | 1,519 | $323.0K | 0.08% | 00.0% | Unchanged |
| Essex Savings Bank | 1,520 | $323.1K | 0.07% | +6+0.4% | Added |
| Leelyn Smith, LLC | 1,523 | $323.7K | 0.05% | +108+7.6% | Added |
| Mayfair Advisory Group, LLC | 1,524 | $324.0K | 0.14% | 00.0% | Unchanged |
| Mason & Associates Inc | 1,525 | $324.2K | 0.07% | +14+0.9% | Added |
| Focus Financial Network, Inc. | 1,527 | $324.5K | 0.01% | +379+33.0% | Added |
| Aspire Private Capital, LLC | 1,529 | $325.0K | 0.07% | −308−16.8% | Reduced |
| Accurate Wealth Management, LLC | 1,521 | $325.7K | 0.04% | +1,521 | New |
| Charter Research & Investment Group, Inc. | 1,534 | $326.1K | 0.23% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,537 | $326.7K | 0.16% | +7+0.5% | Added |
| Taylor Hoffman Capital Management LLC | 1,540 | $327.4K | 0.10% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,542 | $327.8K | 0.03% | −38−2.4% | Reduced |
| Gallacher Capital Management LLC | 1,543 | $328.0K | 0.13% | −34−2.2% | Reduced |
| Partners in Financial Planning | 1,545 | $328.4K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,547 | $328.9K | 0.01% | 00.0% | Unchanged |
| May Hill Capital, LLC | 1,550 | $329.6K | 0.10% | +80+5.4% | Added |
| Beckerman Institutional, LLC | 1,551 | $329.7K | 0.19% | −28−1.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,551 | $329.7K | 0.07% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,555 | $330.6K | 0.02% | +96+6.6% | Added |
| Patten & Patten Inc | 1,555 | $330.7K | 0.02% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,559 | $331.4K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,569 | $333.5K | 0.01% | +331+26.7% | Added |
| Medallion Wealth Advisors, LLC | 1,571 | $334.0K | 0.12% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,573 | $334.4K | 0.08% | +24+1.5% | Added |
| Guardian Wealth Advisors, LLC | 1,573 | $334.4K | 0.02% | +312+24.7% | Added |
| Werba Rubin Papier Wealth Management | 1,575 | $334.9K | 0.05% | +41+2.7% | Added |
| LaSalle St. Investment Advisors, LLC | 1,580 | $335.0K | 0.06% | +1,580 | New |
| Marco Investment Management LLC | 1,585 | $336.9K | 0.03% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,586 | $337.2K | 0.02% | +1,586 | New |
| Sym Financial Corp | 1,590 | $338.1K | 0.04% | +31+2.0% | Added |
| Probity Advisors, Inc. | 1,591 | $338.2K | 0.05% | −69−4.2% | Reduced |
| Credit Industriel Et Commercial | 1,592 | $338.4K | 0.05% | −997−38.5% | Reduced |
| Proficio Capital Partners LLC | 1,595 | $339.2K | 0.02% | −2,865−64.2% | Reduced |
| Sentinus, LLC | 1,599 | $340.0K | 0.07% | +439+37.8% | Added |
| WoodTrust Financial Corp | 1,601 | $340.0K | 0.04% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 1,600 | $340.1K | 0.03% | +125+8.5% | Added |
| Ruggaard & Associates LLC | 1,600 | $340.1K | 0.13% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,600 | $340.1K | 0.14% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,600 | $341.6K | 0.03% | 00.0% | Unchanged |
| Allianz SE | 1,610 | $342.3K | 0.01% | 00.0% | Unchanged |
| First Financial Group Corp | 1,616 | $343.7K | 0.30% | +4+0.2% | Added |
| Carter Financial Group, INC. | 1,625 | $345.4K | 0.21% | +384+30.9% | Added |
| Almanack Investment Partners, LLC. | 1,628 | $346.1K | 0.05% | −327−16.7% | Reduced |
| Sentry Investment Management LLC | 1,637 | $347.0K | 0.23% | −290−15.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,633 | $347.1K | 0.02% | −1,542−48.6% | Reduced |
| Ariadne Wealth Management, LP | 1,613 | $349.7K | 0.16% | −58−3.5% | Reduced |
| Investment Research Partners LLC | 1,603 | $350.4K | 0.16% | +1,603 | New |
| Compagnie Lombard Odier SCmA | 1,650 | $350.8K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,651 | $351.0K | 0.17% | +7+0.4% | Added |
| Philip James Wealth Mangement, LLC | 1,655 | $351.8K | 0.04% | −244−12.8% | Reduced |
| Fortress Wealth Group, LLC | 1,613 | $352.6K | 0.15% | −300−15.7% | Reduced |
| F/M Investments LLC | 1,659 | $352.7K | 0.01% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,673 | $355.6K | 0.11% | 00.0% | Unchanged |
| Cypress Capital Group | 1,676 | $356.3K | 0.04% | 00.0% | Unchanged |
| Spectrum Financial Alliance Ltd LLC | 1,686 | $358.4K | 0.09% | −237−12.3% | Reduced |
| Wealthcare Advisory Partners LLC | 1,697 | $360.7K | 0.01% | −146−7.9% | Reduced |
| Holistic Planning, LLC | 1,699 | $361.2K | 0.09% | +2+0.1% | Added |
| Natural Investments, LLC | 1,703 | $362.0K | 0.09% | −42−2.4% | Reduced |
| Burt Wealth Advisors | 1,703 | $362.0K | 0.09% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 1,709 | $363.3K | 0.08% | −25−1.4% | Reduced |
| Clear Street Markets LLC | 1,715 | $364.6K | 0.12% | +1,016+145.4% | Added |
| Advyzon Investment Management, LLC | 1,720 | $365.6K | 0.06% | +1,720 | New |
| Centurion Wealth Management LLC | 1,721 | $365.9K | 0.08% | +520+43.3% | Added |
| Onefund, LLC | 1,725 | $366.7K | 0.24% | +63+3.8% | Added |
| KC Investment Advisors, LLC | 1,630 | $366.8K | 0.10% | −18−1.1% | Reduced |
| First Bank & Trust | 1,730 | $367.8K | 0.06% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,733 | $368.5K | 0.07% | +1,733 | New |
| Pines Wealth Management, LLC | 1,735 | $368.8K | 0.12% | −161−8.5% | Reduced |