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 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 1,138 | $275.8K | 0.01% | +10+0.9% | Added |
| Warwick Investment Management, Inc. | 1,139 | $276.0K | 0.04% | +1+0.1% | Added |
| Goelzer Investment Management, Inc. | 1,141 | $276.5K | 0.01% | +1,141 | New |
| Tortoise Investment Management, LLC | 1,144 | $277.3K | 0.02% | +106+10.2% | Added |
| Tradition Wealth Management, LLC | 1,146 | $277.8K | 0.02% | +1,146 | New |
| New Covenant Trust Company, N.A. | 1,124 | $278.7K | 0.25% | −25−2.2% | Reduced |
| WSFS Capital Management, LLC | 1,150 | $278.7K | 0.01% | −310−21.2% | Reduced |
| Rodgers Brothers Inc. | 1,150 | $278.7K | 0.03% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,150 | $278.7K | 0.04% | +1,150 | New |
| Magnolia Capital Advisors LLC | 1,152 | $279.3K | 0.06% | +1,152 | New |
| Lantz Financial LLC | 1,154 | $279.7K | 0.06% | +57+5.2% | Added |
| Becker Capital Management Inc | 1,155 | $279.9K | 0.01% | +35+3.1% | Added |
| Impact Capital Partners LLC | 1,159 | $280.9K | 0.08% | −110−8.7% | Reduced |
| Stonebrook Private Inc. | 1,159 | $280.9K | 0.06% | +69+6.3% | Added |
| Omnia Family Wealth, LLC | 1,164 | $282.1K | 0.08% | +4+0.3% | Added |
| Franklin Street Advisors Inc | 1,166 | $282.6K | 0.02% | +31+2.7% | Added |
| Brandywine Oak Private Wealth LLC | 1,170 | $283.6K | 0.02% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,173 | $284.3K | 0.03% | +1,173 | New |
| Midland Wealth Advisors LLC | 1,174 | $284.5K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1,178 | $285.5K | 0.13% | +21+1.8% | Added |
| Holistic Financial Partners | 1,181 | $286.2K | 0.10% | −24−2.0% | Reduced |
| Flagship Wealth Advisors, LLC | 1,183 | $286.7K | 0.08% | +225+23.5% | Added |
| TownSquare Capital, LLC | 1,184 | $287.0K | 0.06% | +1,184 | New |
| LifeGoal Wealth Advisors | 1,186 | $287.4K | 0.19% | +1,186 | New |
| Phillips Financial Management, LLC | 1,187 | $287.7K | 0.02% | −26−2.1% | Reduced |
| N.E.W. Advisory Services LLC | 1,188 | $287.9K | 0.02% | +608+104.8% | Added |
| Carter Financial Group, INC. | 1,189 | $288.3K | 0.17% | −436−26.8% | Reduced |
| Mayfair Advisory Group, LLC | 1,164 | $288.6K | 0.11% | −360−23.6% | Reduced |
| Clear Street Markets LLC | 1,191 | $288.7K | 0.05% | −524−30.6% | Reduced |
| Waters Parkerson & Co., LLC | 1,191 | $288.7K | 0.01% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,192 | $288.9K | 0.09% | −210−15.0% | Reduced |
| FJ Capital Management LLC | 1,192 | $288.9K | 0.03% | +1,192 | New |
| Triad Wealth Partners, LLC | 1,195 | $289.7K | 0.03% | +1,195 | New |
| Fiducient Advisors LLC | 1,196 | $289.9K | 0.04% | +48+4.2% | Added |
| Founders Capital Management, LLC | 1,200 | $290.8K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,200 | $290.8K | 0.06% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 1,202 | $291.4K | 0.05% | +1,202 | New |
| Fiduciary Group LLC | 1,203 | $291.6K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,204 | $291.8K | 0.03% | +1,204 | New |
| Primoris Wealth Advisors, LLC | 1,204 | $291.8K | 0.17% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,205 | $292.0K | 0.06% | +2+0.2% | Added |
| Summit Wealth Group LLC | 1,208 | $292.8K | 0.04% | −579−32.4% | Reduced |
| Probity Advisors, Inc. | 1,211 | $293.5K | 0.05% | −380−23.9% | Reduced |
| Trajan Wealth LLC | 1,213 | $294.0K | 0.01% | +1,213 | New |
| Apella Capital, LLC | 1,214 | $294.3K | 0.01% | +93+8.3% | Added |
| Veracity Capital LLC | 1,216 | $294.7K | 0.09% | +29+2.4% | Added |
| Vantus Wealth LLC | 1,218 | $295.2K | 0.22% | +1,218 | New |
| San Luis Wealth Advisors LLC | 1,219 | $295.3K | 0.05% | −65−5.1% | Reduced |
| Alpha Cubed Investments, LLC | 1,220 | $295.7K | 0.01% | −105−7.9% | Reduced |
| Oakworth Capital, Inc. | 1,222 | $296.2K | 0.02% | 00.0% | Unchanged |
| Old Port Advisors | 1,224 | $296.7K | 0.07% | +22+1.8% | Added |
| Twinbeech Capital LP | 1,225 | $296.9K | 0.02% | −95,337−98.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,226 | $297.1K | 0.03% | −17−1.4% | Reduced |
| Beacon Financial Advisory LLC | 1,229 | $298.0K | 0.07% | −208−14.5% | Reduced |
| LifePlan Financial, LLC | 1,230 | $298.1K | 0.23% | −1−0.1% | Reduced |
| Allen Capital Group, LLC | 1,230 | $298.1K | 0.03% | +50+4.2% | Added |
| COFG Advisors, LLC | 1,230 | $298.2K | 0.07% | +1,230 | New |
| LJI Wealth Management, LLC | 1,233 | $298.8K | 0.05% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 1,235 | $299.2K | 0.09% | −5−0.4% | Reduced |
| First National Bank | 1,235 | $299.3K | 0.16% | −20−1.6% | Reduced |
| Fourth Dimension Wealth, LLC | 1,236 | $299.4K | 0.11% | +174+16.4% | Added |
| West Paces Advisors Inc. | 1,236 | $299.6K | 0.06% | +99+8.7% | Added |
| Lionshead Wealth Management, LLC | 1,240 | $300.5K | 0.23% | +5+0.4% | Added |
| Westwood Wealth Management | 1,240 | $300.5K | 0.23% | +1,240 | New |
| Tradewinds, LLC. | 1,241 | $300.8K | 0.07% | +1,241 | New |
| Human Investing LLC | 1,242 | $300.9K | 0.04% | −228−15.5% | Reduced |
| Advisors Management Group Inc | 1,240 | $301.0K | 0.05% | +1,240 | New |
| 111 Capital | 1,242 | $301.0K | 0.07% | +1,242 | New |
| RD Lewis Holdings, Inc. | 1,349 | $301.3K | 0.26% | +3+0.2% | Added |
| SHP Wealth Management | 1,242 | $301.3K | 0.02% | +1,242 | New |
| Princeton Capital Management LLC | 1,250 | $302.9K | 0.08% | +1,250 | New |
| Requisite Capital Management, LLC | 1,252 | $303.4K | 0.06% | −3,573−74.1% | Reduced |
| Breakthru Advisory Services, LLC | 1,255 | $304.2K | 0.19% | +14+1.1% | Added |
| Convergence Investment Partners, LLC | 1,257 | $304.6K | 0.06% | −76−5.7% | Reduced |
| Quantum Private Wealth, LLC | 1,259 | $305.1K | 0.09% | 00.0% | Unchanged |
| LGT Group Foundation | 1,253 | $305.7K | 0.00% | +1,253 | New |
| Deseret Mutual Benefit Administrators | 1,263 | $306.1K | 0.13% | −92−6.8% | Reduced |
| Kaufman Rossin Wealth, LLC | 1,270 | $307.7K | 0.16% | +3+0.2% | Added |
| Saxony Capital Management, LLC | 1,270 | $307.8K | 0.19% | 00.0% | Unchanged |
| MQS Management LLC | 1,271 | $308.0K | 0.18% | +1,271 | New |
| SeaCrest Wealth Management, LLC | 1,217 | $308.1K | 0.03% | −77−6.0% | Reduced |
| Northstar Asset Management LLC | 1,274 | $308.8K | 0.07% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,274 | $308.8K | 0.09% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 1,277 | $309.5K | 0.02% | −22−1.7% | Reduced |
| Centric Wealth Management | 1,384 | $309.6K | 0.07% | +2+0.1% | Added |
| Jupiter Wealth Management LLC | 1,500 | $310.3K | 0.14% | +500+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 1,281 | $310.6K | 0.03% | +351+37.7% | Added |
| Marble Wealth, LLC | 1,283 | $310.9K | 0.04% | +1,283 | New |
| SGL Investment Advisors, Inc. | 1,434 | $311.1K | 0.12% | +1,434 | New |
| Willis Investment Counsel | 1,286 | $311.7K | 0.02% | −75−5.5% | Reduced |
| SlateStone Wealth, LLC | 1,286 | $312.0K | 0.03% | +2+0.2% | Added |
| Crown Wealth Group, LLC | 1,288 | $312.2K | 0.09% | +67+5.5% | Added |
| Maple Capital Management, Inc. | 1,292 | $313.1K | 0.02% | +145+12.6% | Added |
| Sandro Wealth Management LLC | 1,294 | $313.7K | 0.26% | +1,294 | New |
| Marathon Capital Management | 1,299 | $314.8K | 0.07% | −110−7.8% | Reduced |
| Capital Wealth Planning, LLC | 1,300 | $315.1K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,304 | $316.0K | 0.07% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 1,307 | $316.8K | 0.12% | +115+9.6% | Added |
| Farmers Trust Co | 1,309 | $317.2K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,315 | $318.7K | 0.02% | +40+3.1% | Added |