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; 2,129 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
- 2,001
- +67 vs. Q2 2025
- Shares held
- 546.6M
- −5.50M (−1.0%) vs. Q2 2025
- Total value
- $116.2B
- −$898.6M (−0.8%) vs. Q2 2025
- New holders
- 178
- 811 more added
- Sold out
- 111
- 666 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| Birnam Oak Advisors, LP | 19,833 | $4.22M | 1.03% | 00.0% | Unchanged |
| Heritage Trust Co | 19,749 | $4.20M | 0.44% | +567+3.0% | Added |
| Two Sigma Securities, LLC | 19,652 | $4.18M | 0.62% | +9,857+100.6% | Added |
| River Wealth Advisors LLC | 19,576 | $4.16M | 0.49% | −179−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,435 | $4.13M | 0.08% | −4,187−17.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 19,381 | $4.12M | 0.12% | −604−3.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 19,346 | $4.11M | 1.29% | +9,245+91.5% | Added |
| Bleakley Financial Group, LLC | 19,309 | $4.10M | 0.10% | +545+2.9% | Added |
| BancorpSouth Bank | 19,291 | $4.10M | 0.25% | +28+0.1% | Added |
| Tower Research Capital LLC (TRC) | 19,278 | $4.10M | 0.11% | −9,494−33.0% | Reduced |
| AMJ Financial Wealth Management | 18,990 | $4.04M | 0.98% | +18,990 | New |
| Kestra Private Wealth Services, LLC | 18,914 | $4.02M | 0.05% | +1,526+8.8% | Added |
| Machina Capital S.A.S. | 18,896 | $4.02M | 0.71% | −1,355−6.7% | Reduced |
| Montag A & Associates Inc | 18,742 | $3.98M | 0.18% | −938−4.8% | Reduced |
| Rehmann Capital Advisory Group | 18,687 | $3.97M | 0.22% | +1,729+10.2% | Added |
| Eisler Capital Management Ltd. | 17,619 | $3.94M | 0.09% | −57,636−76.6% | Reduced |
| Old Second National Bank of Aurora | 18,497 | $3.93M | 0.81% | +1,301+7.6% | Added |
| Vista Investment Management | 18,495 | $3.93M | 1.37% | −685−3.6% | Reduced |
| Sequoia Financial Advisors, LLC | 18,297 | $3.89M | 0.02% | +2,378+14.9% | Added |
| J.W. Cole Advisors, Inc. | 18,287 | $3.89M | 0.07% | −1,325−6.8% | Reduced |
| Intech Investment Management LLC | 18,250 | $3.88M | 0.03% | +7,512+70.0% | Added |
| Signaturefd, LLC | 18,175 | $3.86M | 0.06% | −107−0.6% | Reduced |
| Lakewood Capital Management, LP | 18,000 | $3.83M | 0.29% | −20,000−52.6% | Reduced |
| Arkadios Wealth Advisors | 17,915 | $3.81M | 0.09% | +1,804+11.2% | Added |
| Raiffeisen Bank International AG | 16,928 | $3.79M | 0.05% | +4,083+31.8% | Added |
| Forum Financial Management, LP | 17,770 | $3.78M | 0.05% | +858+5.1% | Added |
| Chilton Investment Co LLC | 17,702 | $3.76M | 0.08% | +10,843+158.1% | Added |
| Thomasville National Bank | 17,648 | $3.75M | 0.24% | −60−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 17,641 | $3.75M | 0.14% | +585+3.4% | Added |
| Wolverine Trading, LLC | 16,632 | $3.72M | 0.07% | +9,537+134.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 17,463 | $3.71M | 1.22% | −40−0.2% | Reduced |
| Tufton Capital Management | 17,457 | $3.71M | 0.66% | −26−0.1% | Reduced |
| Cresset Asset Management, LLC | 17,455 | $3.71M | 0.02% | +4,258+32.3% | Added |
| Paradigm Financial Partners, LLC | 17,449 | $3.71M | 0.38% | −1,848−9.6% | Reduced |
| Wetherby Asset Management Inc | 17,438 | $3.71M | 0.15% | +434+2.6% | Added |
| Ritholtz Wealth Management | 17,388 | $3.70M | 0.07% | +1,723+11.0% | Added |
| Clear Harbor Asset Management, LLC | 17,356 | $3.69M | 0.26% | +477+2.8% | Added |
| MUFG Securities Americas Inc. | 17,245 | $3.67M | 0.24% | +3,070+21.7% | Added |
| Winton Group Ltd | 17,203 | $3.66M | 0.14% | −7,542−30.5% | Reduced |
| FineMark National Bank & Trust | 17,160 | $3.65M | 0.12% | +120+0.7% | Added |
| Wakefield Asset Management LLLP | 17,067 | $3.63M | 0.99% | +5,686+50.0% | Added |
| Concurrent Investment Advisors, LLC | 16,924 | $3.60M | 0.06% | −2,895−14.6% | Reduced |
| YHB Investment Advisors, Inc. | 16,904 | $3.59M | 0.26% | +75+0.4% | Added |
| Vident Advisory, LLC | 16,902 | $3.59M | 0.04% | +2,518+17.5% | Added |
| Equitable Holdings, Inc. | 16,896 | $3.59M | 0.03% | +2,246+15.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,107 | $3.54M | 0.03% | −1,594−9.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 16,634 | $3.54M | 1.79% | +16,634 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 16,542 | $3.52M | 0.23% | −685−4.0% | Reduced |
| LBMC Investment Advisors, LLC | 16,457 | $3.50M | 0.22% | +16,457 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 16,336 | $3.47M | 0.24% | −267−1.6% | Reduced |
| Greenleaf Trust | 16,316 | $3.47M | 0.03% | −29−0.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,254 | $3.46M | 0.06% | +109+0.7% | Added |
| Transcend Wealth Collective, LLC | 16,192 | $3.44M | 0.24% | +1,958+13.8% | Added |
| Castleark Management LLC | 16,140 | $3.43M | 0.10% | +16,140 | New |
| Brevan Howard Capital Management LP | 16,115 | $3.43M | 0.05% | +6,756+72.2% | Added |
| Sovran Advisors, LLC | 15,645 | $3.42M | 0.30% | +837+5.7% | Added |
| Cohen Klingenstein LLC | 16,064 | $3.41M | 0.11% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 16,043 | $3.41M | 0.06% | +3,887+32.0% | Added |
| Stephens Inc | 16,027 | $3.41M | 0.04% | −152−0.9% | Reduced |
| AdvisorNet Financial, Inc | 15,989 | $3.40M | 0.19% | −91−0.6% | Reduced |
| Vestcor Inc | 15,913 | $3.38M | 0.10% | +3,128+24.5% | Added |
| Hilltop Holdings Inc. | 15,877 | $3.38M | 0.18% | +777+5.1% | Added |
| Gotham Asset Management, LLC | 15,733 | $3.34M | 0.01% | +1,740+12.4% | Added |
| Everence Capital Management Inc | 15,730 | $3.34M | 0.20% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 15,663 | $3.33M | 0.44% | −495−3.1% | Reduced |
| Coldstream Capital Management Inc | 15,643 | $3.33M | 0.04% | +588+3.9% | Added |
| Sigma Planning Corp | 15,615 | $3.32M | 0.09% | +3,731+31.4% | Added |
| Parallel Advisors, LLC | 15,516 | $3.30M | 0.06% | +392+2.6% | Added |
| Appleton Partners Inc | 15,450 | $3.28M | 0.22% | −1,762−10.2% | Reduced |
| TD Waterhouse Canada Inc. | 15,371 | $3.28M | 0.02% | +52+0.3% | Added |
| GAMMA Investing LLC | 15,422 | $3.28M | 0.18% | +1,140+8.0% | Added |
| Capital Group Private Client Services, Inc. | 15,361 | $3.27M | 0.05% | −55,534−78.3% | Reduced |
| Pallas Capital Advisors LLC | 15,349 | $3.26M | 0.12% | +387+2.6% | Added |
| Nomura Holdings Inc | 15,345 | $3.26M | 0.01% | −30,799−66.7% | Reduced |
| Peapack Gladstone Financial Corp | 15,307 | $3.25M | 0.04% | +13+0.1% | Added |
| Clearstead Advisors, LLC | 15,224 | $3.24M | 0.05% | +248+1.7% | Added |
| VestGen Advisors, LLC | 15,222 | $3.24M | 0.11% | +2,291+17.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 15,194 | $3.23M | 0.31% | −487−3.1% | Reduced |
| Intrust Bank NA | 15,183 | $3.23M | 0.27% | −34−0.2% | Reduced |
| Allworth Financial LP | 15,138 | $3.22M | 0.01% | −1,367−8.3% | Reduced |
| Stratos Wealth Partners, LTD. | 15,094 | $3.21M | 0.04% | +665+4.6% | Added |
| Pensionmark Financial Group, LLC | 14,850 | $3.16M | 0.06% | +816+5.8% | Added |
| Griffin Asset Management, Inc. | 14,697 | $3.12M | 0.35% | +64+0.4% | Added |
| Hudson Canyon Capital Management | 13,956 | $3.09M | 1.78% | −728−5.0% | Reduced |
| Salzhauer Michael | 14,504 | $3.08M | 1.80% | +1,200+9.0% | Added |
| Round Rock Advisors, LLC | 14,483 | $3.08M | 0.49% | −10.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 14,413 | $3.06M | 0.46% | +14,020+3,567.4% | Added |
| Gabelli Funds LLC | 14,398 | $3.06M | 0.02% | −2,565−15.1% | Reduced |
| Axxcess Wealth Management, LLC | 14,271 | $3.03M | 0.06% | −803−5.3% | Reduced |
| Aviance Capital Partners, LLC | 14,259 | $3.03M | 0.36% | −145−1.0% | Reduced |
| Fidelis Capital Partners, LLC | 14,193 | $3.02M | 0.24% | +332+2.4% | Added |
| Farringdon Capital, Ltd. | 14,149 | $3.01M | 0.76% | +14,149 | New |
| Oddo BHF Asset Management SAS | 14,019 | $2.98M | 0.11% | −2,188−13.5% | Reduced |
| Apollon Wealth Management, LLC | 14,017 | $2.98M | 0.05% | +1,692+13.7% | Added |
| Knights of Columbus Asset Advisors LLC | 13,992 | $2.97M | 0.17% | +13,992 | New |
| Kennondale Capital Management LLC | 13,988 | $2.97M | 2.28% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 13,925 | $2.96M | 0.34% | +835+6.4% | Added |
| MAI Capital Management | 13,899 | $2.95M | 0.02% | +756+5.8% | Added |
| IMA Wealth, Inc. | 13,804 | $2.93M | 0.30% | −277−2.0% | Reduced |
| Banque Cantonale Vaudoise | 13,797 | $2.93M | 0.11% | +723+5.5% | Added |