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 |
|---|---|---|---|---|---|
| Frederick Financial Consultants, LLC | 2,871 | $610.3K | 0.34% | +6+0.2% | Added |
| Gries Financial LLC | 2,884 | $613.1K | 0.10% | +491+20.5% | Added |
| West Family Investments, Inc. | 2,886 | $613.5K | 0.14% | +42+1.5% | Added |
| Madison Asset Management, LLC | 2,897 | $615.8K | 0.01% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,903 | $617.0K | 0.09% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,904 | $617.3K | 0.04% | +412+16.5% | Added |
| One Capital Management, LLC | 2,913 | $619.4K | 0.02% | +41+1.4% | Added |
| Claris Financial LLC | 2,928 | $622.5K | 0.35% | +1,220+71.4% | Added |
| Silver Oak Securities, Inc | 2,932 | $623.3K | 0.05% | +2,932 | New |
| Institute for Wealth Management, LLC. | 2,944 | $625.8K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,938 | $626.0K | 0.03% | +739+33.6% | Added |
| Financial Security Advisor, Inc. | 2,954 | $628.0K | 0.13% | +6+0.2% | Added |
| Factorial Partners, LLC | 2,955 | $628.2K | 0.43% | 00.0% | Unchanged |
| Promethium Advisors,llc | 2,956 | $628.3K | 0.36% | −1,106−27.2% | Reduced |
| Main Street Financial Solutions, LLC | 2,965 | $630.3K | 0.04% | +917+44.8% | Added |
| Unique Wealth Strategies, LLC | 2,971 | $631.6K | 0.25% | +2,971 | New |
| L2 Asset Management, LLC | 2,972 | $631.8K | 0.09% | −30,089−91.0% | Reduced |
| Prelude Capital Management, LLC | 2,977 | $632.9K | 0.05% | +1,908+178.5% | Added |
| One Wealth Advisors, LLC | 2,982 | $633.9K | 0.08% | −17−0.6% | Reduced |
| Chicago Trust Co NA | 2,986 | $634.8K | 0.09% | +133+4.7% | Added |
| Private Trust Co NA | 2,986 | $634.8K | 0.06% | −87−2.8% | Reduced |
| Berkshire Asset Management LLC | 2,991 | $635.8K | 0.03% | +708+31.0% | Added |
| Cornerstone Wealth Management, LLC | 2,998 | $637.4K | 0.04% | +1,321+78.8% | Added |
| Hartford Financial Management Inc. | 3,000 | $637.7K | 0.17% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $637.7K | 0.45% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,000 | $637.7K | 0.03% | −124−4.0% | Reduced |
| Evoke Wealth, LLC | 3,002 | $638.2K | 0.01% | +359+13.6% | Added |
| Brookwood Investment Group LLC | 3,003 | $638.4K | 0.08% | +1,990+196.4% | Added |
| Waterloo Capital, L.P. | 3,008 | $639.4K | 0.05% | −275−8.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,013 | $640.5K | 0.06% | +728+31.9% | Added |
| K.J. Harrison & Partners Inc | 3,000 | $641.3K | 0.09% | +3,000 | New |
| Pflug Koory, LLC | 3,038 | $645.8K | 0.31% | +133+4.6% | Added |
| Montecito Bank & Trust | 3,042 | $646.7K | 0.10% | +3,042 | New |
| Capital Asset Advisory Services LLC | 3,059 | $650.2K | 0.03% | +7+0.2% | Added |
| Blueshift Asset Management, LLC | 3,061 | $650.7K | 0.20% | +3,061 | New |
| Advus Financial Partners, LLC | 3,063 | $651.2K | 0.16% | −183−5.6% | Reduced |
| Bank of Stockton | 3,065 | $651.6K | 0.19% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,069 | $652.4K | 0.04% | +221+7.8% | Added |
| Chicago Wealth Management, Inc. | 3,081 | $655.0K | 0.29% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,082 | $655.2K | 0.01% | +174+6.0% | Added |
| Golden State Equity Partners | 3,104 | $659.8K | 0.11% | +187+6.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,109 | $660.8K | 0.00% | +135+4.5% | Added |
| Bridgewater Advisors Inc. | 3,053 | $662.2K | 0.05% | +25+0.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,117 | $662.5K | 0.08% | −439−12.3% | Reduced |
| Councilmark Asset Management, LLC | 3,128 | $665.0K | 0.38% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,138 | $667.1K | 0.02% | +315+11.2% | Added |
| Global Trust Asset Management, LLC | 3,141 | $667.7K | 0.30% | −150−4.6% | Reduced |
| Affinity Wealth Management LLC | 3,146 | $668.7K | 0.10% | −44−1.4% | Reduced |
| Zions Bancorporation, National Association | 3,153 | $670.3K | 0.03% | +2,137+210.3% | Added |
| Quadcap Wealth Management, LLC | 3,157 | $671.1K | 0.08% | +2+0.1% | Added |
| Generation Capital Management LLC | 3,171 | $674.0K | 0.49% | −10.0% | Reduced |
| Matrix Asset Advisors Inc | 3,178 | $675.6K | 0.06% | −18−0.6% | Reduced |
| Gamco Investors, Inc. Et Al | 3,190 | $678.1K | 0.01% | −532−14.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,202 | $680.7K | 0.04% | +44+1.4% | Added |
| Joel Isaacson & Co., LLC | 3,202 | $680.7K | 0.02% | 00.0% | Unchanged |
| Traub Capital Management LLC | 3,210 | $682.3K | 0.67% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3,213 | $682.5K | 0.02% | +26+0.8% | Added |
| Lebenthal Global Advisors, LLC | 3,214 | $683.2K | 0.12% | −69−2.1% | Reduced |
| tru Independence LLC | 3,220 | $684.5K | 0.18% | +18+0.6% | Added |
| Advisor OS, LLC | 3,221 | $684.7K | 0.06% | +1,247+63.2% | Added |
| Norden Group LLC | 3,229 | $686.5K | 0.07% | +491+17.9% | Added |
| Versant Capital Management, Inc | 3,235 | $687.8K | 0.09% | +240+8.0% | Added |
| Epoch Investment Partners, Inc. | 3,241 | $689.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3,255 | $692.0K | 0.16% | +95+3.0% | Added |
| StoneX Group Inc. | 3,261 | $693.1K | 0.03% | +737+29.2% | Added |
| Smith, Moore & Co. | 3,265 | $694.0K | 0.05% | −257−7.3% | Reduced |
| Trust Co of Virginia | 3,265 | $694.1K | 0.06% | −87−2.6% | Reduced |
| Wealth Alliance | 3,265 | $694.1K | 0.07% | +947+40.9% | Added |
| Vicus Capital | 3,266 | $694.4K | 0.05% | −6−0.2% | Reduced |
| Trifecta Capital Advisors, LLC | 3,267 | $694.5K | 0.11% | −2−0.1% | Reduced |
| Level Four Advisory Services, LLC | 3,272 | $695.6K | 0.02% | +1,274+63.8% | Added |
| Advisory Alpha, LLC | 3,281 | $701.8K | 0.02% | +1,335+68.6% | Added |
| Ingalls & Snyder LLC | 3,306 | $703.0K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,309 | $703.4K | 0.03% | +459+16.1% | Added |
| McLean Asset Management Corp | 3,307 | $707.2K | 0.15% | −41−1.2% | Reduced |
| Driehaus Capital Management LLC | 3,327 | $707.3K | 0.01% | −1,130−25.4% | Reduced |
| Founders Financial Alliance, LLC | 3,347 | $711.5K | 0.13% | +10.0% | Added |
| Washington Trust Co | 3,357 | $713.7K | 0.02% | +2+0.1% | Added |
| Valley National Advisers Inc | 3,375 | $716.0K | 0.11% | −101−2.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,375 | $717.0K | 0.19% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 3,373 | $717.1K | 0.22% | +5+0.1% | Added |
| First Foundation Advisors | 3,380 | $718.5K | 0.03% | −150−4.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,390 | $720.7K | 0.16% | +54+1.6% | Added |
| HCR Wealth Advisors | 3,378 | $722.2K | 0.07% | −2−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,405 | $723.8K | 0.08% | −220−6.1% | Reduced |
| New Wave Wealth Advisors LLC | 3,417 | $726.4K | 0.28% | +703+25.9% | Added |
| Global X Japan Co., Ltd. | 3,418 | $726.6K | 0.06% | +3,302+2,846.6% | Added |
| Ellevest, Inc. | 3,441 | $731.5K | 0.10% | +530+18.2% | Added |
| Bartlett & Co. Wealth Management LLC | 3,452 | $733.8K | 0.01% | +36+1.1% | Added |
| Landscape Capital Management, L.L.C. | 3,480 | $739.8K | 0.05% | +3,480 | New |
| Optas, LLC | 3,484 | $740.6K | 0.13% | +49+1.4% | Added |
| JBF Capital, Inc. | 3,500 | $744.0K | 0.11% | −500−12.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,500 | $744.0K | 0.08% | −12−0.3% | Reduced |
| BSW Wealth Partners | 3,545 | $753.7K | 0.09% | +1,390+64.5% | Added |
| Richwood Investment Advisors, LLC | 3,552 | $755.1K | 0.59% | −125−3.4% | Reduced |
| Alta Advisers Ltd | 3,556 | $755.9K | 0.23% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,564 | $757.6K | 0.02% | −1,918−35.0% | Reduced |
| Okabena Investment Services Inc | 3,570 | $758.9K | 0.15% | +1,242+53.4% | Added |
| Armstrong Advisory Group, Inc | 3,575 | $760.0K | 0.05% | −303−7.8% | Reduced |
| Catalyst Financial Partners LLC | 3,635 | $772.7K | 0.09% | +82+2.3% | Added |