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 13 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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 13,754 | $2.92M | 0.02% | +1,519+12.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,740 | $2.92M | 0.01% | −2,059−13.0% | Reduced |
| Garrett Investment Advisors LLC | 13,733 | $2.92M | 0.24% | −269−1.9% | Reduced |
| Shelton Capital Management | 13,663 | $2.90M | 0.06% | −57−0.4% | Reduced |
| Shell Asset Management Co | 13,659 | $2.90M | 0.29% | −30,675−69.2% | Reduced |
| Exchange Traded Concepts, LLC | 13,593 | $2.89M | 0.03% | −127,488−90.4% | Reduced |
| Independent Financial Group, LLC | 13,445 | $2.86M | 0.07% | +4,347+47.8% | Added |
| Banco BTG Pactual S.A. | 49,380 | $2.84M | 0.41% | +11,500+30.4% | Added |
| V-Square Quantitative Management LLC | 13,239 | $2.81M | 0.47% | +724+5.8% | Added |
| Prudential PLC | 13,213 | $2.81M | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,984 | $2.76M | 0.11% | +3,146+32.0% | Added |
| Eagle Bluffs Wealth Management LLC | 12,971 | $2.76M | 1.19% | −338−2.5% | Reduced |
| Permanent Capital Management, LP | 12,960 | $2.76M | 0.52% | +12,960 | New |
| First National Trust Co | 12,927 | $2.75M | 0.09% | −377−2.8% | Reduced |
| TriaGen Wealth Management LLC | 12,905 | $2.74M | 0.72% | +10,222+381.0% | Added |
| Regions Financial Corp | 12,880 | $2.74M | 0.02% | −245−1.9% | Reduced |
| Brown Brothers Harriman & Co | 12,720 | $2.70M | 0.02% | +1,115+9.6% | Added |
| Legato Capital Management LLC | 12,678 | $2.70M | 0.29% | +3,291+35.1% | Added |
| Umb Bank N A | 12,657 | $2.69M | 0.04% | +284+2.3% | Added |
| Harbour Investments, Inc. | 12,605 | $2.68M | 0.06% | +265+2.1% | Added |
| Duncker Streett & Co Inc | 12,567 | $2.67M | 0.47% | 00.0% | Unchanged |
| HM Payson & Co | 12,562 | $2.67M | 0.04% | +362+3.0% | Added |
| Ossiam | 12,558 | $2.67M | 0.03% | −229,559−94.8% | Reduced |
| Twin Capital Management Inc | 12,516 | $2.66M | 0.34% | −7,546−37.6% | Reduced |
| Polymer Capital Management (US) LLC | 12,444 | $2.65M | 0.35% | +6,759+118.9% | Added |
| Gladstone Institutional Advisory LLC | 12,441 | $2.64M | 0.10% | +2,396+23.9% | Added |
| Independent Advisor Alliance | 12,386 | $2.63M | 0.07% | +311+2.6% | Added |
| Meridian Investment Counsel Inc. | 12,326 | $2.62M | 0.65% | +12,326 | New |
| Peloton Wealth Strategists | 12,315 | $2.62M | 1.03% | +325+2.7% | Added |
| Vise Technologies, Inc. | 12,246 | $2.60M | 0.10% | +300+2.5% | Added |
| Peddock Capital Advisors, LLC | 12,242 | $2.60M | 0.56% | −13−0.1% | Reduced |
| MUFG Securities EMEA plc | 12,241 | $2.60M | 0.07% | −110,014−90.0% | Reduced |
| Buckingham Strategic Partners | 11,933 | $2.59M | 0.03% | +2,371+24.8% | Added |
| Vision Capital Management, Inc. | 12,106 | $2.57M | 0.32% | −38−0.3% | Reduced |
| Prospera Financial Services Inc | 12,048 | $2.56M | 0.04% | +509+4.4% | Added |
| FIL Ltd | 12,037 | $2.56M | 0.00% | +6,171+105.2% | Added |
| Vectors Research Management, LLC | 11,954 | $2.54M | 0.80% | +580+5.1% | Added |
| Perigon Wealth Management, LLC | 11,870 | $2.52M | 0.05% | +5,911+99.2% | Added |
| Smartleaf Asset Management LLC | 11,214 | $2.51M | 0.16% | +3,301+41.7% | Added |
| Fiduciary Alliance LLC | 11,752 | $2.50M | 0.17% | −476−3.9% | Reduced |
| Dynasty Wealth Management, LLC | 11,750 | $2.50M | 0.03% | +11,750 | New |
| 3Chopt Investment Partners, LLC | 11,703 | $2.49M | 0.57% | −1,048−8.2% | Reduced |
| LSV Asset Management | 11,618 | $2.47M | 0.01% | −36,210−75.7% | Reduced |
| IFP Advisors, Inc | 11,599 | $2.47M | 0.06% | +457+4.1% | Added |
| Dorsey Wright & Associates | 11,596 | $2.46M | 0.55% | −86−0.7% | Reduced |
| Kestra Investment Management, LLC | 11,534 | $2.45M | 0.07% | −8,279−41.8% | Reduced |
| Sumitomo Life Insurance Co | 11,532 | $2.45M | 0.08% | −427−3.6% | Reduced |
| Syon Capital LLC | 11,431 | $2.43M | 0.13% | +893+8.5% | Added |
| Global Retirement Partners, LLC | 11,413 | $2.43M | 0.05% | +832+7.9% | Added |
| Kingsview Wealth Management, LLC | 11,381 | $2.42M | 0.04% | −296−2.5% | Reduced |
| Culbertson A N & Co Inc | 11,365 | $2.42M | 0.34% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,303 | $2.40M | 0.58% | −43−0.4% | Reduced |
| Bridges Investment Management Inc | 11,251 | $2.39M | 0.03% | +49+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 11,247 | $2.39M | 0.03% | −2,142−16.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,124 | $2.36M | 0.14% | +803+7.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 10,943 | $2.33M | 0.34% | +10,943 | New |
| Trust Investment Advisors | 10,935 | $2.32M | 1.31% | +60+0.6% | Added |
| Somerset Trust Co | 10,827 | $2.30M | 0.71% | −183−1.7% | Reduced |
| Dynamic Advisor Solutions LLC | 10,799 | $2.30M | 0.07% | +29+0.3% | Added |
| Ballentine Partners, LLC | 10,754 | $2.29M | 0.03% | −19−0.2% | Reduced |
| Camelot Portfolios, LLC | 10,751 | $2.29M | 1.36% | −397−3.6% | Reduced |
| iA Global Asset Management Inc. | 10,715 | $2.28M | 0.03% | −2,499−18.9% | Reduced |
| Advisors Capital Management, LLC | 10,714 | $2.28M | 0.03% | +126+1.2% | Added |
| Consolidated Planning Corp | 10,666 | $2.27M | 0.24% | +1,986+22.9% | Added |
| Scotia Capital Inc. | 10,662 | $2.27M | 0.01% | +726+7.3% | Added |
| Bayesian Capital Management, LP | 10,628 | $2.26M | 0.46% | +4,249+66.6% | Added |
| Cassaday & Co Wealth Management LLC | 10,538 | $2.24M | 0.05% | +3,080+41.3% | Added |
| Aaron Wealth Advisors | 10,466 | $2.22M | 0.13% | +3,599+52.4% | Added |
| Prime Capital Investment Advisors, LLC | 10,419 | $2.21M | 0.03% | +2,420+30.3% | Added |
| 17 Capital Partners, LLC | 10,409 | $2.21M | 1.20% | 00.0% | Unchanged |
| Argent Trust Co | 10,382 | $2.21M | 0.08% | −204−1.9% | Reduced |
| Snowden Capital Advisors LLC | 10,335 | $2.20M | 0.06% | −311−2.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 10,317 | $2.19M | 0.47% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 10,300 | $2.19M | 0.35% | +313+3.1% | Added |
| Groupama Asset Managment | 10,284 | $2.19M | 0.03% | +972+10.4% | Added |
| Massmutual Trust Co FSB | 10,245 | $2.18M | 0.06% | −710−6.5% | Reduced |
| IFG Advisors, LLC | 10,220 | $2.17M | 0.35% | −239−2.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,213 | $2.17M | 0.04% | +2,474+32.0% | Added |
| Tema ETFs LLC | 10,114 | $2.15M | 0.18% | +10,114 | New |
| Ancora Advisors, LLC | 10,084 | $2.14M | 0.04% | −219−2.1% | Reduced |
| American Assets Inc | 10,000 | $2.13M | 0.68% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 9,968 | $2.12M | 0.99% | −74−0.7% | Reduced |
| Compass Capital Corp | 9,619 | $2.12M | 0.92% | −490−4.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 9,813 | $2.09M | 0.69% | +150+1.6% | Added |
| Chicago Partners Investment Group LLC | 9,340 | $2.06M | 0.05% | +629+7.2% | Added |
| HighVista Strategies LLC | 9,674 | $2.06M | 0.50% | +9,674 | New |
| Simon Quick Advisors, LLC | 9,649 | $2.05M | 0.09% | +1,133+13.3% | Added |
| Wedmont Private Capital | 9,584 | $2.05M | 0.08% | +568+6.3% | Added |
| Burns J W & Co Inc | 9,600 | $2.04M | 0.23% | 00.0% | Unchanged |
| Central Trust Co | 9,555 | $2.03M | 0.04% | −1,312−12.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 9,536 | $2.03M | 0.46% | +780+8.9% | Added |
| Crawford Investment Counsel Inc | 9,525 | $2.02M | 0.03% | −20−0.2% | Reduced |
| First Horizon Corp | 9,472 | $2.01M | 0.09% | +9,472 | New |
| Avestar Capital, LLC | 9,454 | $2.01M | 0.14% | −617−6.1% | Reduced |
| Valeo Financial Advisors, LLC | 9,454 | $2.01M | 0.05% | +436+4.8% | Added |
| Great Lakes Retirement, Inc. | 9,419 | $2.00M | 0.22% | +263+2.9% | Added |
| Meridian Wealth Management, LLC | 9,404 | $2.00M | 0.08% | +7,241+334.8% | Added |
| Fox Run Management, L.L.C. | 9,386 | $2.00M | 0.31% | +4,609+96.5% | Added |
| SageView Advisory Group, LLC | 9,364 | $1.99M | 0.07% | +159+1.7% | Added |
| Verdence Capital Advisors LLC | 8,857 | $1.98M | 0.11% | +4,613+108.7% | Added |