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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 5,097 | $1.24M | 0.02% | +484+10.5% | Added |
| Monetary Management Group Inc | 5,099 | $1.24M | 0.29% | −387−7.1% | Reduced |
| Caerus Investment Advisors, LLC | 5,105 | $1.24M | 0.41% | +897+21.3% | Added |
| Aspen Wealth Strategies, LLC | 5,114 | $1.24M | 0.68% | −5−0.1% | Reduced |
| Csenge Advisory Group | 5,145 | $1.25M | 0.06% | −456−8.1% | Reduced |
| Highview Capital Management LLC | 5,166 | $1.25M | 0.44% | −2,276−30.6% | Reduced |
| Bank & Trust Co | 5,167 | $1.25M | 0.88% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 5,175 | $1.25M | 0.14% | −1,818−26.0% | Reduced |
| Everhart Financial Group, Inc. | 5,223 | $1.27M | 0.12% | +171+3.4% | Added |
| Sky Investment Group LLC | 5,231 | $1.27M | 0.21% | +629+13.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,245 | $1.27M | 0.48% | +5,145+5,145.0% | Added |
| Diversify Advisory Services, LLC | 5,340 | $1.28M | 0.04% | −826−13.4% | Reduced |
| Lecap Asset Management Ltd | 5,275 | $1.28M | 0.51% | −1,495−22.1% | Reduced |
| Stony Point Wealth Management Inc. | 5,286 | $1.28M | 0.48% | −88−1.6% | Reduced |
| Bridgefront Capital, LLC | 5,297 | $1.28M | 0.32% | −2,495−32.0% | Reduced |
| Deltec Asset Management LLC | 5,300 | $1.28M | 0.21% | +5,300 | New |
| Savvy Advisors, Inc. | 5,336 | $1.29M | 0.04% | +1,554+41.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,348 | $1.30M | 0.09% | +2,513+88.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,354 | $1.30M | 0.04% | +1,508+39.2% | Added |
| Addison Capital Co | 5,364 | $1.30M | 0.32% | −558−9.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 5,377 | $1.30M | 0.16% | +5,377 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,385 | $1.31M | 0.02% | −375−6.5% | Reduced |
| Jeppson Wealth Management, LLC | 5,398 | $1.31M | 0.41% | −40−0.7% | Reduced |
| Ci Investments Inc. | 5,403 | $1.31M | 0.01% | −15,705−74.4% | Reduced |
| Power Wealth Management LLC | 5,412 | $1.31M | 0.46% | −103−1.9% | Reduced |
| Modera Wealth Management, LLC | 5,417 | $1.31M | 0.02% | +86+1.6% | Added |
| Caldwell Trust Co | 5,426 | $1.32M | 0.12% | +86+1.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,435 | $1.32M | 0.40% | +709+15.0% | Added |
| Focused Alpha, LLC | 5,462 | $1.32M | 0.39% | +5,462 | New |
| Diversified Enterprises, LLC | 5,472 | $1.33M | 0.08% | +3,689+206.9% | Added |
| Welch & Forbes LLC | 5,479 | $1.33M | 0.02% | −1,123−17.0% | Reduced |
| Continuum Advisory, LLC | 5,493 | $1.33M | 0.13% | +352+6.8% | Added |
| Daymark Wealth Partners, LLC | 5,508 | $1.33M | 0.04% | +376+7.3% | Added |
| Greenland Capital Management LP | 5,518 | $1.34M | 0.19% | +5,518 | New |
| Commerzbank Aktiengesellschaft | 5,523 | $1.34M | 0.03% | +56+1.0% | Added |
| Western Financial Corp | 5,545 | $1.34M | 0.53% | −83−1.5% | Reduced |
| Mather Group, LLC. | 5,555 | $1.35M | 0.01% | +1,015+22.4% | Added |
| Northcape Wealth Management, LLC | 5,561 | $1.35M | 0.38% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 5,562 | $1.35M | 0.05% | −67−1.2% | Reduced |
| Brookwood Investment Group LLC | 5,587 | $1.35M | 0.16% | +2,584+86.0% | Added |
| Fortress Private Ledger, LLC | 5,637 | $1.37M | 0.45% | +3,708+192.2% | Added |
| Kathmere Capital Management, LLC | 5,658 | $1.37M | 0.09% | +876+18.3% | Added |
| Edgestream Partners, L.P. | 5,670 | $1.37M | 0.04% | +5,670 | New |
| Segment Wealth Management, LLC | 5,736 | $1.39M | 0.08% | +20.0% | Added |
| South State Corp. | 5,738 | $1.39M | 0.06% | −89−1.5% | Reduced |
| Atlas Capital Advisors LLC | 5,772 | $1.40M | 0.16% | +5,772 | New |
| Uncommon Cents Investing LLC | 5,780 | $1.40M | 0.34% | +125+2.2% | Added |
| Ameritas Investment Partners, Inc. | 5,790 | $1.40M | 0.04% | −139−2.3% | Reduced |
| Bank of Hawaii | 5,791 | $1.40M | 0.07% | −434−7.0% | Reduced |
| WealthTrust Asset Management, LLC | 5,796 | $1.40M | 0.98% | −100−1.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,818 | $1.41M | 0.03% | −122,380−95.5% | Reduced |
| Arvest Investments, Inc. | 5,830 | $1.41M | 0.20% | −51−0.9% | Reduced |
| Cooper Financial Group | 5,835 | $1.41M | 0.15% | −373−6.0% | Reduced |
| EFG International AG | 5,859 | $1.42M | 0.03% | +5,859 | New |
| Fisher Funds Management LTD | 5,834 | $1.42M | 0.04% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,889 | $1.43M | 0.32% | −30−0.5% | Reduced |
| Americana Partners, LLC | 5,923 | $1.44M | 0.04% | +667+12.7% | Added |
| Gratus Wealth Advisors, LLC | 5,955 | $1.44M | 0.20% | −259−4.2% | Reduced |
| Platform Technology Partners | 5,989 | $1.45M | 0.31% | +47+0.8% | Added |
| Silvercrest Asset Management Group LLC | 6,032 | $1.46M | 0.01% | +64+1.1% | Added |
| Westpac Banking Corp | 6,067 | $1.47M | 0.09% | −28,932−82.7% | Reduced |
| Cigna Investments Inc | 6,082 | $1.47M | 0.21% | −90−1.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,083 | $1.47M | 0.47% | −27−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 6,094 | $1.48M | 0.01% | −372−5.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,131 | $1.49M | 0.07% | +1,884+44.4% | Added |
| Bamco Inc | 6,135 | $1.49M | 0.00% | +2,135+53.4% | Added |
| OpenArc Corporate Advisory, LLC | 6,140 | $1.49M | 0.02% | +6,140 | New |
| Mount Lucas Management LP | 6,142 | $1.49M | 0.66% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 6,212 | $1.51M | 0.54% | +130+2.1% | Added |
| AlphaCore Capital LLC | 6,216 | $1.51M | 0.03% | +4,736+320.0% | Added |
| Sagewood Asset Management LP | 6,228 | $1.51M | 0.54% | +6,228 | New |
| Verdence Capital Advisors LLC | 6,228 | $1.51M | 0.09% | −2,629−29.7% | Reduced |
| Essential Partners LLC | 6,230 | $1.51M | 0.46% | +309+5.2% | Added |
| Greenspring Advisors, LLC | 6,259 | $1.52M | 0.09% | +4,241+210.2% | Added |
| SRS Capital Advisors, Inc. | 6,262 | $1.52M | 0.04% | −21,261−77.2% | Reduced |
| Park Edge Advisors, LLC | 6,274 | $1.52M | 0.34% | +6,274 | New |
| EPG Wealth Management LLC | 6,314 | $1.53M | 0.41% | +349+5.9% | Added |
| Frank, Rimerman Advisors LLC | 6,316 | $1.53M | 0.10% | +8+0.1% | Added |
| Equitable Trust Co | 6,320 | $1.53M | 0.07% | 00.0% | Unchanged |
| David Loasby | 6,584 | $1.54M | 0.10% | −463−6.6% | Reduced |
| Fort Point Capital Partners LLC | 6,487 | $1.54M | 0.19% | +1,284+24.7% | Added |
| Kovack Advisors, Inc. | 6,366 | $1.54M | 0.07% | +2,588+68.5% | Added |
| Diligent Investors, LLC | 6,381 | $1.55M | 0.38% | +30.0% | Added |
| IPG Investment Advisors LLC | 6,383 | $1.55M | 0.27% | +6,383 | New |
| Raiffeisen Bank International AG | 6,353 | $1.55M | 0.02% | −10,575−62.5% | Reduced |
| Great Valley Advisor Group, Inc. | 6,395 | $1.55M | 0.03% | +1,042+19.5% | Added |
| Cary Street Partners Financial LLC | 6,461 | $1.57M | 0.04% | −101−1.5% | Reduced |
| Sargent Investment Group, LLC | 6,463 | $1.57M | 0.20% | +6,463 | New |
| GM Advisory Group, Inc. | 6,491 | $1.57M | 0.06% | +78+1.2% | Added |
| Choate Investment Advisors | 6,508 | $1.58M | 0.03% | −1,421−17.9% | Reduced |
| Aprio Wealth Management, LLC | 6,513 | $1.58M | 0.09% | +2,739+72.6% | Added |
| Westbourne Investment Advisors, Inc. | 6,526 | $1.58M | 0.44% | −75−1.1% | Reduced |
| Crestwood Advisors Group LLC | 6,535 | $1.58M | 0.03% | +747+12.9% | Added |
| Profund Advisors LLC | 6,614 | $1.60M | 0.05% | −1,829−21.7% | Reduced |
| Barden Capital Management, Inc. | 6,630 | $1.61M | 1.32% | −110−1.6% | Reduced |
| Machina Capital S.A.S. | 6,655 | $1.61M | 0.31% | −12,241−64.8% | Reduced |
| American Money Management, LLC | 6,673 | $1.62M | 0.25% | +1,952+41.3% | Added |
| Meridian Financial Partners LLC | 7,032 | $1.62M | 0.64% | +5+0.1% | Added |
| Foster & Motley Inc | 6,720 | $1.63M | 0.09% | −1,316−16.4% | Reduced |
| Qtron Investments LLC | 6,729 | $1.63M | 0.21% | −415−5.8% | Reduced |