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, Q4 2025
Institutional positions in Capital One Financial Corp as of Dec 31, 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
- 2,212
- +249 vs. Q3 2025
- Shares held
- 549.0M
- +3.34M (+0.6%) vs. Q3 2025
- Total value
- $133.0B
- +$17.0B (+14.7%) vs. Q3 2025
- New holders
- 364
- 816 more added
- Sold out
- 115
- 725 more reduced
39 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 3,050 | $739.2K | 0.12% | +8+0.3% | Added |
| McCollum Christoferson Group LLC | 3,050 | $739.2K | 0.21% | +3,050 | New |
| Zhang Financial LLC | 3,050 | $739.2K | 0.03% | +50+1.7% | Added |
| Affinity Wealth Management LLC | 3,051 | $739.4K | 0.11% | −95−3.0% | Reduced |
| Quadcap Wealth Management, LLC | 3,070 | $744.0K | 0.09% | −87−2.8% | Reduced |
| Washington Trust Co | 3,077 | $745.7K | 0.02% | −280−8.3% | Reduced |
| Chicago Wealth Management, Inc. | 3,081 | $746.7K | 0.30% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,086 | $747.9K | 0.35% | +48+1.6% | Added |
| Resonant Capital Advisors, LLC | 3,099 | $751.1K | 0.04% | +30+1.0% | Added |
| Kera Capital Partners, Inc. | 3,434 | $751.8K | 0.09% | +647+23.2% | Added |
| Riversedge Advisors, LLC | 3,105 | $752.5K | 0.12% | +509+19.6% | Added |
| Smith, Moore & Co. | 3,118 | $755.6K | 0.06% | −147−4.5% | Reduced |
| GeoWealth Management, LLC | 3,119 | $755.8K | 0.03% | −19−0.6% | Reduced |
| Affinity Investment Advisors, LLC | 3,123 | $756.9K | 0.50% | −1,931−38.2% | Reduced |
| Councilmark Asset Management, LLC | 3,128 | $758.1K | 0.42% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 3,120 | $761.2K | 0.05% | +188+6.4% | Added |
| Legacy Capital Wealth Partners, LLC | 3,145 | $762.2K | 0.16% | −245−7.2% | Reduced |
| First PREMIER Bank | 3,160 | $765.0K | 0.18% | −95−2.9% | Reduced |
| Generation Capital Management LLC | 3,171 | $768.4K | 0.50% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,283 | $769.7K | 0.14% | −24−0.7% | Reduced |
| Matrix Asset Advisors Inc | 3,178 | $770.2K | 0.07% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,183 | $771.4K | 0.10% | +211+7.1% | Added |
| Pitcairn Wealth Advisors LLC | 3,187 | $772.4K | 0.07% | +3,187 | New |
| Traub Capital Management LLC | 3,210 | $778.0K | 0.75% | 00.0% | Unchanged |
| tru Independence LLC | 3,217 | $779.7K | 0.20% | −3−0.1% | Reduced |
| Trifecta Capital Advisors, LLC | 3,223 | $781.1K | 0.12% | −44−1.3% | Reduced |
| Joel Isaacson & Co., LLC | 3,227 | $782.1K | 0.03% | +25+0.8% | Added |
| Midwest Trust Co | 3,236 | $784.3K | 0.01% | +1,193+58.4% | Added |
| Waterloo Capital, L.P. | 3,245 | $786.4K | 0.06% | +237+7.9% | Added |
| 71 West Capital Partners | 3,254 | $788.6K | 0.04% | +3,254 | New |
| Advisor OS, LLC | 3,260 | $790.1K | 0.06% | +39+1.2% | Added |
| Trust Co of Virginia | 3,265 | $791.3K | 0.06% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,267 | $791.8K | 0.12% | +53+1.6% | Added |
| Gamco Investors, Inc. Et Al | 3,287 | $796.6K | 0.01% | +97+3.0% | Added |
| Everpar Advisors LLC | 3,288 | $796.9K | 0.30% | −360−9.9% | Reduced |
| Ingalls & Snyder LLC | 3,299 | $800.0K | 0.03% | −7−0.2% | Reduced |
| Acropolis Investment Management, LLC | 3,313 | $802.9K | 0.04% | +547+19.8% | Added |
| Valley National Advisers Inc | 3,314 | $803.0K | 0.11% | −61−1.8% | Reduced |
| Founders Financial Alliance, LLC | 3,349 | $811.6K | 0.15% | +2+0.1% | Added |
| Avidian Wealth Solutions, LLC | 3,352 | $812.4K | 0.03% | +486+17.0% | Added |
| Lester Murray Antman dba SimplyRich | 3,375 | $817.0K | 0.21% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,375 | $818.0K | 0.02% | −189−5.3% | Reduced |
| AlTi Global, Inc. | 3,380 | $818.9K | 0.02% | +167+5.2% | Added |
| Malaga Cove Capital, LLC | 3,380 | $819.2K | 0.28% | −307−8.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,381 | $819.4K | 0.25% | +8+0.2% | Added |
| Conning Inc. | 3,381 | $819.4K | 0.03% | −519−13.3% | Reduced |
| Ellevest, Inc. | 3,381 | $819.4K | 0.11% | −60−1.7% | Reduced |
| S Harris Financial Group, LLC | 3,391 | $821.9K | 0.79% | +3,391 | New |
| Peachtree Investment Partners, LLC | 3,398 | $823.5K | 0.27% | +587+20.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,403 | $824.8K | 0.09% | −2−0.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,409 | $826.2K | 0.07% | +396+13.1% | Added |
| Versant Capital Management, Inc | 3,413 | $827.1K | 0.10% | +178+5.5% | Added |
| Aventura Private Wealth, LLC | 3,423 | $829.6K | 0.30% | +3,402+16,200.0% | Added |
| Wealth Alliance | 3,444 | $834.7K | 0.08% | +179+5.5% | Added |
| Bartlett & Co. Wealth Management LLC | 3,452 | $836.6K | 0.01% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,454 | $837.2K | 0.10% | +1,734+100.8% | Added |
| Okabena Investment Services Inc | 3,457 | $837.8K | 0.16% | −113−3.2% | Reduced |
| Golden State Equity Partners | 3,457 | $837.9K | 0.14% | +353+11.4% | Added |
| HCR Wealth Advisors | 3,462 | $839.2K | 0.08% | +84+2.5% | Added |
| Armstrong Advisory Group, Inc | 3,468 | $840.5K | 0.06% | −107−3.0% | Reduced |
| Empower Advisory Group, LLC | 3,475 | $842.2K | 0.00% | −1,223−26.0% | Reduced |
| Northern Oak Wealth Management Inc | 3,481 | $843.7K | 0.11% | −173−4.7% | Reduced |
| Athena Wealth Management, LLC | 3,488 | $845.3K | 0.82% | +3,488 | New |
| JBF Capital, Inc. | 3,500 | $848.3K | 0.12% | 00.0% | Unchanged |
| Stembrook Asset Management, LLC | 3,500 | $848.3K | 0.80% | +3,500 | New |
| Evoke Wealth, LLC | 3,514 | $851.6K | 0.02% | +512+17.1% | Added |
| Arq Wealth Advisors, LLC | 3,526 | $854.6K | 0.23% | −256−6.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,326 | $857.9K | 0.08% | +891+36.6% | Added |
| Clark Capital Management Group, Inc. | 3,542 | $858.5K | 0.01% | +1,060+42.7% | Added |
| Dorsey & Whitney Trust CO LLC | 3,543 | $858.7K | 0.05% | +341+10.6% | Added |
| Fideuram Asset Management (Ireland) dac | 4,354 | $859.0K | 0.07% | +4,354 | New |
| LRI Investments, LLC | 3,546 | $859.4K | 0.07% | −344−8.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,584 | $868.6K | 0.10% | +84+2.4% | Added |
| Ausdal Financial Partners, Inc. | 3,596 | $871.4K | 0.04% | −3,134−46.6% | Reduced |
| Capital Investment Advisory Services, LLC | 3,604 | $873.6K | 0.06% | −65−1.8% | Reduced |
| First Foundation Advisors | 3,617 | $876.5K | 0.03% | +237+7.0% | Added |
| Rexford Capital Inc | 3,624 | $878.3K | 0.67% | −447−11.0% | Reduced |
| Compagnie Lombard Odier SCmA | 3,650 | $884.6K | 0.01% | +2,000+121.2% | Added |
| Catalyst Financial Partners LLC | 3,654 | $885.6K | 0.10% | +19+0.5% | Added |
| Auxano Advisors, LLC | 3,658 | $886.6K | 0.18% | −58−1.6% | Reduced |
| New Wave Wealth Advisors LLC | 3,663 | $887.8K | 0.32% | +246+7.2% | Added |
| Zions Bancorporation, National Association | 3,684 | $892.9K | 0.04% | +531+16.8% | Added |
| XML Financial, LLC | 3,687 | $893.7K | 0.07% | +1,185+47.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,727 | $903.3K | 0.14% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,752 | $909.3K | 0.03% | +443+13.4% | Added |
| Frec Markets, Inc. | 3,757 | $910.6K | 0.27% | +3,757 | New |
| Atom Investors LP | 3,761 | $911.5K | 0.07% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 3,762 | $911.5K | 0.04% | −24−0.6% | Reduced |
| Sentinus, LLC | 3,761 | $911.5K | 0.09% | +2,162+135.2% | Added |
| StoneX Group Inc. | 3,777 | $915.7K | 0.04% | +516+15.8% | Added |
| Advisory Alpha, LLC | 3,781 | $917.1K | 0.02% | +500+15.2% | Added |
| Steel Peak Wealth Management LLC | 3,790 | $918.5K | 0.03% | −3,371−47.1% | Reduced |
| CSS LLC | 3,826 | $927.3K | 0.05% | −1,800−32.0% | Reduced |
| Insigneo Advisory Services, LLC | 3,846 | $932.1K | 0.07% | −436−10.2% | Reduced |
| Circle Wealth Management, LLC | 3,867 | $937.3K | 0.01% | +70+1.8% | Added |
| Fullerton Fund Management Co Ltd. | 3,875 | $939.1K | 0.04% | +72+1.9% | Added |
| Optas, LLC | 3,887 | $942.1K | 0.15% | +403+11.6% | Added |
| Anchyra Partners LLC | 3,908 | $947.1K | 0.29% | +3,908 | New |
| Cambria Investment Management, L.P. | 3,911 | $947.9K | 0.06% | −2,543−39.4% | Reduced |
| Flavin Financial Services, Inc. | 3,917 | $949.4K | 0.65% | +4+0.1% | Added |