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 |
|---|---|---|---|---|---|
| Camelot Portfolios, LLC | 9,478 | $2.30M | 1.42% | −1,273−11.8% | Reduced |
| First Citizens Bank & Trust Co | 9,481 | $2.30M | 0.05% | +240+2.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 9,495 | $2.30M | 0.33% | −1,448−13.2% | Reduced |
| RMB Capital Management, LLC | 9,544 | $2.31M | 0.04% | +6,462+209.7% | Added |
| Avestar Capital, LLC | 9,548 | $2.31M | 0.16% | +94+1.0% | Added |
| Groupama Asset Managment | 9,552 | $2.32M | 0.03% | −732−7.1% | Reduced |
| Snowden Capital Advisors LLC | 9,554 | $2.32M | 0.06% | −781−7.6% | Reduced |
| Scotia Capital Inc. | 9,574 | $2.32M | 0.01% | −1,088−10.2% | Reduced |
| Burns J W & Co Inc | 9,600 | $2.33M | 0.26% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9,620 | $2.33M | 0.05% | −464−4.6% | Reduced |
| Great Lakes Retirement, Inc. | 9,644 | $2.34M | 0.24% | +225+2.4% | Added |
| Legacy Financial Advisors, Inc. | 9,655 | $2.34M | 0.32% | +950+10.9% | Added |
| Siemens Fonds Invest GmbH | 9,600 | $2.34M | 0.12% | +673+7.5% | Added |
| Brooks, Moore & Associates, Inc. | 9,690 | $2.35M | 1.15% | +2,123+28.1% | Added |
| Harbor Investment Advisory, LLC | 9,698 | $2.35M | 0.18% | +2,466+34.1% | Added |
| Fortem Financial Group, LLC | 9,733 | $2.36M | 0.63% | +1,554+19.0% | Added |
| Meiji Yasuda Life Insurance Co | 9,852 | $2.39M | 0.07% | +4,680+90.5% | Added |
| Tandem Capital Management Corp | 9,870 | $2.39M | 1.09% | +2,922+42.1% | Added |
| Ameritas Advisory Services, LLC | 9,890 | $2.40M | 0.09% | +8,563+645.3% | Added |
| City Holding Co | 9,902 | $2.40M | 0.30% | +2,123+27.3% | Added |
| Argent Trust Co | 9,976 | $2.42M | 0.08% | −406−3.9% | Reduced |
| Saba Capital Management, L.P. | 9,993 | $2.42M | 0.08% | +9,993 | New |
| Southern Capital Advisors, LLC | 9,994 | $2.42M | 1.12% | +26+0.3% | Added |
| American Assets Inc | 10,000 | $2.42M | 0.77% | 00.0% | Unchanged |
| TCW Group Inc | 10,047 | $2.43M | 0.02% | +10,047 | New |
| Tema ETFs LLC | 10,086 | $2.44M | 0.19% | −28−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,118 | $2.45M | 0.03% | −301−2.9% | Reduced |
| Valeo Financial Advisors, LLC | 10,146 | $2.46M | 0.05% | +692+7.3% | Added |
| Massmutual Trust Co FSB | 10,186 | $2.47M | 0.06% | −59−0.6% | Reduced |
| IFG Advisors, LLC | 10,220 | $2.48M | 0.41% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 10,277 | $2.49M | 0.69% | −40−0.4% | Reduced |
| Pinnbrook Capital Management LP | 10,293 | $2.49M | 0.64% | +10,293 | New |
| Regatta Capital Group, LLC | 10,322 | $2.50M | 0.38% | +22+0.2% | Added |
| Simon Quick Advisors, LLC | 10,342 | $2.51M | 0.11% | +693+7.2% | Added |
| Dynamic Advisor Solutions LLC | 10,362 | $2.51M | 0.08% | −437−4.0% | Reduced |
| 17 Capital Partners, LLC | 10,413 | $2.52M | 1.31% | +40.0% | Added |
| J.W. Cole Advisors, Inc. | 14,795 | $2.54M | 0.06% | −3,492−19.1% | Reduced |
| Somerset Trust Co | 10,486 | $2.54M | 0.78% | −341−3.1% | Reduced |
| Ballentine Partners, LLC | 10,490 | $2.54M | 0.04% | −264−2.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,569 | $2.56M | 0.05% | +31+0.3% | Added |
| Gladstone Institutional Advisory LLC | 10,587 | $2.57M | 0.10% | −1,854−14.9% | Reduced |
| Wedmont Private Capital | 10,206 | $2.58M | 0.09% | +622+6.5% | Added |
| Advisors Capital Management, LLC | 10,708 | $2.60M | 0.03% | −6−0.1% | Reduced |
| Bridges Investment Management Inc | 10,806 | $2.62M | 0.03% | −445−4.0% | Reduced |
| Horizon Investment Services, LLC | 10,820 | $2.62M | 0.94% | +7,085+189.7% | Added |
| EP Wealth Advisors, LLC | 10,863 | $2.63M | 0.01% | +10,863 | New |
| Meeder Asset Management Inc | 10,911 | $2.64M | 0.14% | −107,599−90.8% | Reduced |
| Helix Partners Management LP | 11,000 | $2.67M | 1.65% | +11,000 | New |
| Trust Investment Advisors | 11,012 | $2.67M | 1.42% | +77+0.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,124 | $2.70M | 0.15% | 00.0% | Unchanged |
| HM Payson & Co | 11,136 | $2.70M | 0.04% | −1,426−11.4% | Reduced |
| NewEdge Wealth, LLC | 11,162 | $2.71M | 0.03% | +5,069+83.2% | Added |
| Verition Fund Management LLC | 11,179 | $2.71M | 0.01% | −40,185−78.2% | Reduced |
| Culbertson A N & Co Inc | 11,190 | $2.71M | 0.37% | −175−1.5% | Reduced |
| VestGen Advisors, LLC | 11,212 | $2.72M | 0.12% | −4,010−26.3% | Reduced |
| Permanens Capital L.P. | 11,278 | $2.73M | 0.36% | +11,278 | New |
| Dumont & Blake Investment Advisors LLC | 11,322 | $2.74M | 0.66% | +19+0.2% | Added |
| Chicago Partners Investment Group LLC | 12,767 | $2.77M | 0.07% | +3,427+36.7% | Added |
| Cullen/Frost Bankers, Inc. | 11,588 | $2.81M | 0.03% | +341+3.0% | Added |
| Sumitomo Life Insurance Co | 11,632 | $2.82M | 0.08% | +100+0.9% | Added |
| 3Chopt Investment Partners, LLC | 11,636 | $2.82M | 0.63% | −67−0.6% | Reduced |
| Fiduciary Alliance LLC | 11,672 | $2.83M | 0.18% | −80−0.7% | Reduced |
| Consolidated Planning Corp | 11,688 | $2.83M | 0.29% | +1,022+9.6% | Added |
| Z3 Capital Partners, LLC | 11,744 | $2.85M | 0.68% | +11,744 | New |
| Vision Capital Management, Inc. | 11,892 | $2.88M | 0.35% | −214−1.8% | Reduced |
| Peddock Capital Advisors, LLC | 11,919 | $2.89M | 0.61% | −323−2.6% | Reduced |
| Vectors Research Management, LLC | 11,940 | $2.89M | 0.88% | −14−0.1% | Reduced |
| Cumberland Partners Ltd | 12,000 | $2.91M | 0.18% | +4,500+60.0% | Added |
| Carmel Capital Partners, LLC | 12,022 | $2.91M | 1.02% | +4,789+66.2% | Added |
| V-Square Quantitative Management LLC | 12,120 | $2.94M | 0.31% | −1,119−8.5% | Reduced |
| Aaron Wealth Advisors | 12,150 | $2.94M | 0.16% | +1,684+16.1% | Added |
| Peloton Wealth Strategists | 12,250 | $2.97M | 1.15% | −65−0.5% | Reduced |
| Regions Financial Corp | 12,417 | $3.01M | 0.02% | −463−3.6% | Reduced |
| Twin Capital Management Inc | 12,437 | $3.01M | 0.37% | −79−0.6% | Reduced |
| Kestra Investment Management, LLC | 12,478 | $3.02M | 0.07% | +944+8.2% | Added |
| Duncker Streett & Co Inc | 12,567 | $3.05M | 0.54% | 00.0% | Unchanged |
| Syon Capital LLC | 12,655 | $3.07M | 0.15% | +1,224+10.7% | Added |
| Legato Capital Management LLC | 12,678 | $3.07M | 0.26% | 00.0% | Unchanged |
| Salzhauer Michael | 12,868 | $3.12M | 1.38% | −1,636−11.3% | Reduced |
| Sowell Financial Services LLC | 12,962 | $3.14M | 0.12% | −22−0.2% | Reduced |
| Umb Bank N A | 12,995 | $3.15M | 0.04% | +338+2.7% | Added |
| Krilogy Financial LLC | 14,358 | $3.16M | 0.11% | +7,892+122.1% | Added |
| Eagle Bluffs Wealth Management LLC | 13,134 | $3.18M | 1.29% | +163+1.3% | Added |
| Independent Financial Group, LLC | 13,159 | $3.19M | 0.07% | −286−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,224 | $3.21M | 0.04% | −26,063−66.3% | Reduced |
| Smartleaf Asset Management LLC | 13,197 | $3.22M | 0.12% | +1,983+17.7% | Added |
| Dynasty Wealth Management, LLC | 13,410 | $3.25M | 0.03% | +1,660+14.1% | Added |
| Perigon Wealth Management, LLC | 13,422 | $3.25M | 0.06% | +1,552+13.1% | Added |
| IMA Wealth, Inc. | 13,482 | $3.27M | 0.31% | −322−2.3% | Reduced |
| Axxcess Wealth Management, LLC | 13,533 | $3.28M | 0.06% | −738−5.2% | Reduced |
| Shelton Capital Management | 13,663 | $3.31M | 0.07% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 13,713 | $3.32M | 0.38% | −546−3.8% | Reduced |
| Dockside LLC | 13,716 | $3.32M | 0.85% | +13,716 | New |
| Permanent Capital Management, LP | 13,719 | $3.32M | 0.65% | +759+5.9% | Added |
| Prospera Financial Services Inc | 13,749 | $3.34M | 0.05% | +1,701+14.1% | Added |
| Garrett Investment Advisors LLC | 13,767 | $3.34M | 0.26% | +34+0.2% | Added |
| LSV Asset Management | 13,818 | $3.35M | 0.01% | +2,200+18.9% | Added |
| Hudson Canyon Capital Management | 13,956 | $3.38M | 1.98% | 00.0% | Unchanged |
| Kennondale Capital Management LLC | 13,988 | $3.39M | 2.49% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 13,995 | $3.39M | 0.03% | +7,056+101.7% | Added |