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 |
|---|---|---|---|---|---|
| One Wealth Capital Management, LLC | 1,743 | $370.5K | 0.17% | +119+7.3% | Added |
| Waldron Private Wealth LLC | 1,754 | $372.9K | 0.02% | −7−0.4% | Reduced |
| Journey Advisory Group, LLC | 1,754 | $372.9K | 0.03% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 1,766 | $375.4K | 0.28% | −16−0.9% | Reduced |
| Capital Analysts, LLC | 1,768 | $376.0K | 0.01% | +5+0.3% | Added |
| Mitchell Capital Management Co | 1,769 | $376.1K | 0.06% | +1,769 | New |
| Westover Capital Advisors, LLC | 1,780 | $378.4K | 0.07% | +1,780 | New |
| Diversified Enterprises, LLC | 1,783 | $379.0K | 0.03% | −9−0.5% | Reduced |
| Prepared Retirement Institute LLC | 1,785 | $379.5K | 0.20% | −144−7.5% | Reduced |
| AGH Wealth Advisors, LLC | 1,785 | $379.5K | 0.28% | +34+1.9% | Added |
| J.Safra Asset Management Corp | 1,786 | $379.7K | 0.02% | +250+16.3% | Added |
| Inscription Capital, LLC | 1,788 | $380.1K | 0.04% | +186+11.6% | Added |
| MJP Associates Inc | 1,789 | $380.3K | 0.05% | +122+7.3% | Added |
| Convergence Financial, LLC | 1,798 | $382.2K | 0.06% | −160−8.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,800 | $382.6K | 0.06% | +1,800 | New |
| Mathes Company, Inc. | 1,800 | $383.0K | 0.14% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,804 | $383.5K | 0.02% | −3,080−63.1% | Reduced |
| Red Door Wealth Management, LLC | 1,806 | $384.1K | 0.04% | +417+30.0% | Added |
| Blue Barn Wealth, LLC | 1,808 | $384.4K | 0.17% | −39−2.1% | Reduced |
| Axiom Financial Strategies, LLC | 1,812 | $385.2K | 0.17% | +87+5.0% | Added |
| Regal Investment Advisors LLC | 1,815 | $385.8K | 0.03% | +29+1.6% | Added |
| Moss Adams Wealth Advisors LLC | 1,820 | $386.9K | 0.03% | −100−5.2% | Reduced |
| Ethos Financial Group, LLC | 1,821 | $387.1K | 0.03% | +169+10.2% | Added |
| Mount Vernon Associates Inc | 1,825 | $388.0K | 0.27% | 00.0% | Unchanged |
| GAM Holding AG | 1,827 | $388.4K | 0.02% | +1,827 | New |
| Money Concepts Capital Corp | 1,830 | $388.9K | 0.02% | +373+25.6% | Added |
| Hills Bank & Trust Co | 1,833 | $389.7K | 0.02% | −75−3.9% | Reduced |
| Farmers National Bank | 1,836 | $390.3K | 0.09% | 00.0% | Unchanged |
| Balentine LLC | 1,843 | $391.8K | 0.01% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,870 | $397.5K | 0.27% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,872 | $398.0K | 0.07% | +485+35.0% | Added |
| LVW Advisors, LLC | 1,876 | $398.8K | 0.04% | +143+8.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,886 | $400.9K | 0.03% | −163−8.0% | Reduced |
| Leavell Investment Management, Inc. | 1,887 | $401.1K | 0.02% | +177+10.4% | Added |
| Cim Investment Mangement Inc | 1,893 | $402.4K | 0.11% | −1,948−50.7% | Reduced |
| Lockerman Financial Group, Inc. | 1,895 | $402.8K | 0.51% | +95+5.3% | Added |
| Synergy Financial Group, LTD | 1,902 | $404.3K | 0.27% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 1,904 | $404.8K | 0.00% | +1,904 | New |
| Court Place Advisors, LLC | 1,907 | $405.4K | 0.12% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,911 | $406.2K | 0.22% | −10−0.5% | Reduced |
| City State Bank | 1,928 | $409.9K | 0.12% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,929 | $410.1K | 0.15% | +131+7.3% | Added |
| Novem Group | 1,934 | $411.1K | 0.05% | +439+29.4% | Added |
| CoreFirst Bank & Trust | 1,938 | $412.0K | 0.22% | −104−5.1% | Reduced |
| Revolve Wealth Partners, LLC | 1,944 | $413.3K | 0.05% | +171+9.6% | Added |
| First Business Financial Services, Inc. | 1,956 | $415.8K | 0.04% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,956 | $415.8K | 0.18% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,958 | $416.2K | 0.12% | −95−4.6% | Reduced |
| Banque Pictet & Cie SA | 1,980 | $420.9K | 0.00% | −12−0.6% | Reduced |
| Quantum Financial Advisors, LLC | 1,980 | $421.0K | 0.05% | −287−12.7% | Reduced |
| Five Oceans Advisors | 1,983 | $421.5K | 0.16% | −71−3.5% | Reduced |
| Berkshire Bank | 1,984 | $421.8K | 0.09% | +14+0.7% | Added |
| Mayflower Financial Advisors, LLC | 1,991 | $423.2K | 0.05% | +34+1.7% | Added |
| Marion Wealth Management | 1,993 | $423.7K | 0.10% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 1,996 | $424.8K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,999 | $424.9K | 0.03% | +170+9.3% | Added |
| South Dakota Investment Council | 2,000 | $425.0K | 0.01% | +2,000 | New |
| 1776 Wealth LLC | 2,000 | $425.2K | 0.16% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $425.2K | 0.07% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 2,000 | $425.2K | 0.35% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,008 | $426.9K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,009 | $427.1K | 0.05% | −26−1.3% | Reduced |
| Fieldview Capital Management, LLC | 2,013 | $427.9K | 0.07% | +2,013 | New |
| Sepio Capital, LP | 2,018 | $429.0K | 0.03% | +957+90.2% | Added |
| Greenspring Advisors, LLC | 2,018 | $429.0K | 0.08% | +2,018 | New |
| Cary Street Partner Investment Advisory LLC | 2,021 | $429.6K | 0.18% | +185+10.1% | Added |
| Fulton Breakefield Broenniman LLC | 2,027 | $430.9K | 0.03% | −6−0.3% | Reduced |
| Warner Financial, Inc | 2,028 | $431.0K | 0.16% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,029 | $431.3K | 0.10% | +87+4.5% | Added |
| Sunbelt Securities, Inc. | 2,034 | $432.3K | 0.03% | +257+14.5% | Added |
| JBGlobal.com LLC | 2,034 | $432.4K | 0.44% | +10.0% | Added |
| International Assets Investment Management, LLC | 2,015 | $433.6K | 0.03% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,043 | $434.3K | 0.32% | −407−16.6% | Reduced |
| Midwest Trust Co | 2,043 | $434.3K | 0.01% | +9+0.4% | Added |
| Barlow Wealth Partners, Inc. | 1,976 | $435.5K | 0.05% | 00.0% | Unchanged |
| Strategic Equity Management | 2,049 | $435.7K | 0.16% | +424+26.1% | Added |
| Pettee Investors, Inc. | 2,055 | $436.9K | 0.24% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,058 | $437.5K | 0.04% | −18−0.9% | Reduced |
| Viawealth, LLC | 2,061 | $438.2K | 0.24% | −147−6.7% | Reduced |
| First Citizens Financial Corp | 2,075 | $441.1K | 0.22% | +398+23.7% | Added |
| KFA Private Wealth Group, LLC | 2,078 | $441.9K | 0.13% | +730+54.2% | Added |
| Harbour Trust & Investment Management Co | 2,083 | $442.8K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2,095 | $445.4K | 0.14% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 2,101 | $447.0K | 0.03% | +615+41.4% | Added |
| Investment Management Corp | 2,108 | $448.1K | 0.39% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,117 | $450.1K | 0.07% | +5+0.2% | Added |
| Walker Asset Management, LLC | 2,118 | $450.2K | 0.25% | +4+0.2% | Added |
| Syverson Strege & Co | 2,129 | $452.6K | 0.11% | −441−17.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,135 | $453.9K | 0.01% | −15,331−87.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,136 | $454.1K | 0.03% | +2+0.1% | Added |
| KG&L Capital Management,LLC | 2,151 | $457.3K | 0.13% | −411−16.0% | Reduced |
| Neville Rodie & Shaw Inc | 2,165 | $460.0K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,170 | $461.3K | 0.04% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $461.3K | 0.24% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $462.1K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,174 | $462.1K | 0.18% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,175 | $462.4K | 0.09% | −7−0.3% | Reduced |
| Perfromance Wealth Partners, LLC | 2,177 | $462.8K | 0.01% | +115+5.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,178 | $463.0K | 0.04% | −45−2.0% | Reduced |
| Systematic Alpha Investments, LLC | 2,181 | $463.6K | 0.02% | 00.0% | Unchanged |