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 |
|---|---|---|---|---|---|
| First Western Trust Bank | 2,186 | $464.7K | 0.02% | −7−0.3% | Reduced |
| Williams & Novak, LLC | 2,194 | $466.3K | 0.36% | +2,194 | New |
| AssuredPartners Investment Advisors, LLC | 2,196 | $466.7K | 0.10% | +5+0.2% | Added |
| RiverFront Investment Group, LLC | 2,196 | $466.8K | 0.01% | +556+33.9% | Added |
| Exencial Wealth Advisors, LLC | 2,211 | $470.0K | 0.02% | +329+17.5% | Added |
| Hoxton Planning & Management, LLC | 2,211 | $470.0K | 0.15% | +789+55.5% | Added |
| James J. Burns & Company, LLC | 2,212 | $470.2K | 0.07% | −535−19.5% | Reduced |
| CVA Family Office, LLC | 2,214 | $470.7K | 0.06% | +15+0.7% | Added |
| Moloney Securities Asset Management, LLC | 2,227 | $473.4K | 0.06% | −202−8.3% | Reduced |
| Riverview Trust Co | 2,230 | $474.1K | 0.57% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,235 | $475.1K | 0.01% | +2,235 | New |
| Bragg Financial Advisors, Inc | 2,242 | $476.6K | 0.02% | −6−0.3% | Reduced |
| Woodmont Investment Counsel LLC | 2,244 | $477.0K | 0.03% | −101−4.3% | Reduced |
| Root Financial Partners, LLC | 2,249 | $478.0K | 0.03% | +806+55.9% | Added |
| HBW Advisory Services LLC | 2,252 | $478.8K | 0.05% | +231+11.4% | Added |
| Global Endowment Management, LP | 2,254 | $479.2K | 0.06% | −58−2.5% | Reduced |
| Stokes Family Office, LLC | 2,266 | $481.8K | 0.05% | +24+1.1% | Added |
| Naples Global Advisors, LLC | 2,280 | $484.7K | 0.04% | +42+1.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,294 | $487.7K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,295 | $487.9K | 0.12% | +2+0.1% | Added |
| Cornerstone Select Advisors, LLC | 2,316 | $492.3K | 0.36% | −315−12.0% | Reduced |
| Trust Point Inc. | 2,321 | $493.4K | 0.04% | +376+19.3% | Added |
| GHP Investment Advisors, Inc. | 2,322 | $493.6K | 0.02% | +2+0.1% | Added |
| Capital Advisors, Ltd. LLC | 2,324 | $494.0K | 0.06% | 00.0% | Unchanged |
| Univest Financial Corp | 2,356 | $500.8K | 0.03% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 2,358 | $501.2K | 0.08% | −36−1.5% | Reduced |
| Interchange Capital Partners, LLC | 2,361 | $501.8K | 0.10% | +2,361 | New |
| Limestone Investment Advisors LP | 2,370 | $503.8K | 0.23% | +2,370 | New |
| TCI Wealth Advisors, Inc. | 2,377 | $505.3K | 0.03% | +7+0.3% | Added |
| Hara Capital LLC | 2,390 | $508.1K | 0.30% | −15−0.6% | Reduced |
| Welch Group, LLC | 2,412 | $512.7K | 0.02% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,413 | $512.9K | 0.10% | +584+31.9% | Added |
| Parsons Capital Management Inc | 2,414 | $513.2K | 0.03% | −30−1.2% | Reduced |
| Clarius Group, LLC | 2,415 | $513.4K | 0.03% | −1,257−34.2% | Reduced |
| Western Pacific Wealth Management, LP | 2,425 | $515.5K | 0.50% | −590−19.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,435 | $516.0K | 0.05% | +1,237+103.3% | Added |
| Clifford Swan Investment Counsel LLC | 2,428 | $516.1K | 0.02% | +12+0.5% | Added |
| ProVise Management Group, LLC | 2,431 | $516.8K | 0.04% | +203+9.1% | Added |
| Portside Wealth Group, LLC | 2,432 | $517.0K | 0.07% | −10.0% | Reduced |
| Severin Investments, LLC | 2,434 | $517.4K | 0.46% | +74+3.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,455 | $521.9K | 0.03% | −409−14.3% | Reduced |
| Mutual Advisors, LLC | 2,384 | $524.6K | 0.01% | +268+12.7% | Added |
| First Interstate Bank | 2,472 | $525.5K | 0.03% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,482 | $527.7K | 0.00% | +404+19.4% | Added |
| Fielder Capital Group LLC | 2,486 | $528.5K | 0.12% | +8+0.3% | Added |
| Verus Financial Partners, Inc. | 2,487 | $528.7K | 0.05% | +138+5.9% | Added |
| XML Financial, LLC | 2,502 | $531.8K | 0.04% | −170−6.4% | Reduced |
| Wedgewood Investors Inc | 2,513 | $534.2K | 0.59% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,515 | $534.6K | 0.10% | +1,038+70.3% | Added |
| Fundamentun, LLC | 2,519 | $535.6K | 0.02% | −2−0.1% | Reduced |
| Fayez Sarofim & Co | 2,528 | $537.4K | 0.00% | −103−3.9% | Reduced |
| 626 Financial, LLC | 2,546 | $541.2K | 0.24% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,547 | $541.5K | 0.01% | +200+8.5% | Added |
| Beck Mack & Oliver LLC | 2,548 | $541.7K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,551 | $542.3K | 0.01% | +559+28.1% | Added |
| Berman McAleer LLC | 2,552 | $542.5K | 0.08% | +2,552 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,472 | $546.3K | 0.09% | −9−0.4% | Reduced |
| KCM Investment Advisors LLC | 2,571 | $546.5K | 0.02% | +115+4.7% | Added |
| Stonegate Investment Group, LLC | 2,579 | $548.3K | 0.01% | −78−2.9% | Reduced |
| Riversedge Advisors, LLC | 2,596 | $551.9K | 0.09% | +874+50.8% | Added |
| Greenfield Savings Bank | 2,600 | $552.7K | 0.23% | +21+0.8% | Added |
| Independent Solutions Wealth Management, LLC | 2,605 | $553.9K | 0.10% | +384+17.3% | Added |
| Knollwood Investment Advisory, LLC | 2,613 | $555.5K | 0.05% | −51−1.9% | Reduced |
| Seven Mile Advisory | 2,621 | $557.1K | 0.09% | +847+47.7% | Added |
| Flagship Harbor Advisors, LLC | 2,621 | $557.2K | 0.02% | +111+4.4% | Added |
| Lafayette Investments, Inc. | 2,642 | $561.6K | 0.11% | +200+8.2% | Added |
| J2 Capital Management Inc | 2,658 | $565.0K | 0.43% | −243−8.4% | Reduced |
| Kozak & Associates, Inc. | 2,833 | $569.4K | 0.11% | +119+4.4% | Added |
| Sage Mountain Advisors LLC | 2,680 | $569.7K | 0.03% | +1,660+162.7% | Added |
| GTS Securities LLC | 2,698 | $573.5K | 0.02% | +616+29.6% | Added |
| HBK Sorce Advisory LLC | 2,667 | $573.7K | 0.01% | +386+16.9% | Added |
| Sound View Wealth Advisors Group, LLC | 2,705 | $574.9K | 0.04% | −254−8.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,716 | $577.3K | 0.02% | +55+2.1% | Added |
| Birch Capital Management, LLC | 2,717 | $577.6K | 0.29% | −100−3.5% | Reduced |
| SPC Financial, Inc. | 2,722 | $578.6K | 0.05% | +1,367+100.9% | Added |
| Valmark Advisers, Inc. | 2,727 | $579.7K | 0.01% | −104−3.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,729 | $580.1K | 0.01% | −1,345−33.0% | Reduced |
| Grandfield & Dodd, LLC | 2,739 | $582.4K | 0.03% | +10.0% | Added |
| Zullo Investment Group, Inc. | 2,740 | $582.5K | 0.22% | +5+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,742 | $582.9K | 0.07% | +10+0.4% | Added |
| Richardson Financial Services Inc. | 2,747 | $584.0K | 0.36% | −115−4.0% | Reduced |
| Fred Alger Management, LLC | 2,748 | $584.2K | 0.00% | +2,748 | New |
| Souders Financial Advisors | 2,749 | $584.4K | 0.07% | +266+10.7% | Added |
| CoreCap Advisors, LLC | 2,761 | $587.1K | 0.02% | +65+2.4% | Added |
| Acropolis Investment Management, LLC | 2,766 | $588.5K | 0.03% | −33−1.2% | Reduced |
| a16z Perennial Management, L.P. | 2,774 | $589.7K | 0.05% | +2,774 | New |
| Diversified Investment Strategies, LLC | 2,777 | $590.3K | 0.39% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,779 | $590.8K | 0.33% | −91−3.2% | Reduced |
| Pointe Capital Management LLC | 2,779 | $590.8K | 0.29% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,787 | $592.5K | 0.09% | +300+12.1% | Added |
| Schubert & Co | 2,810 | $597.4K | 0.44% | −437−13.5% | Reduced |
| Peachtree Investment Partners, LLC | 2,811 | $597.6K | 0.21% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,811 | $597.7K | 0.06% | −137−4.6% | Reduced |
| Waddell & Associates, LLC | 2,815 | $598.4K | 0.05% | +778+38.2% | Added |
| Sage Investment Counsel LLC | 2,822 | $600.0K | 0.66% | −35−1.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,835 | $602.7K | 0.05% | −6−0.2% | Reduced |
| Stableford Capital II LLC | 2,858 | $607.6K | 0.22% | +2,858 | New |
| JFS Wealth Advisors, LLC | 2,861 | $608.1K | 0.04% | +2,517+731.7% | Added |
| Arbor Investment Advisors, LLC | 2,865 | $609.0K | 0.08% | −13−0.5% | Reduced |
| Avidian Wealth Solutions, LLC | 2,866 | $609.3K | 0.02% | +137+5.0% | Added |