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 |
|---|---|---|---|---|---|
| Medallion Wealth Advisors, LLC | 1,572 | $380.9K | 0.13% | +1+0.1% | Added |
| Fort Sheridan Advisors LLC | 1,584 | $383.9K | 0.05% | +25+1.6% | Added |
| Marco Investment Management LLC | 1,585 | $384.1K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,586 | $384.3K | 0.03% | −9−0.6% | Reduced |
| May Hill Capital, LLC | 1,586 | $384.5K | 0.10% | +36+2.3% | Added |
| Auxier Asset Management | 1,590 | $385.4K | 0.05% | +1,590 | New |
| Monument Capital Management | 1,592 | $386.0K | 0.10% | +73+4.8% | Added |
| Holistic Planning, LLC | 1,593 | $386.1K | 0.08% | −106−6.2% | Reduced |
| Collaborative Wealth Managment Inc. | 1,598 | $387.3K | 0.14% | +1,598 | New |
| Ruggaard & Associates LLC | 1,600 | $387.8K | 0.15% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,600 | $387.8K | 0.16% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,601 | $388.0K | 0.05% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,602 | $388.3K | 0.00% | −378−19.1% | Reduced |
| Wealth Science Advisors LLC | 1,603 | $388.5K | 0.22% | +1,603 | New |
| Diversify Wealth Management, LLC | 1,684 | $389.6K | 0.02% | +423+33.5% | Added |
| Allianz SE | 1,610 | $390.2K | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,600 | $390.4K | 0.03% | 00.0% | Unchanged |
| First Financial Group Corp | 1,618 | $392.2K | 0.33% | +2+0.1% | Added |
| AGH Wealth Advisors, LLC | 1,622 | $393.1K | 0.30% | −163−9.1% | Reduced |
| D.B. Root & Company, LLC | 1,624 | $393.6K | 0.10% | +51+3.2% | Added |
| Strategic Equity Management | 1,625 | $393.8K | 0.13% | −424−20.7% | Reduced |
| Philip James Wealth Mangement, LLC | 1,631 | $395.3K | 0.05% | −24−1.5% | Reduced |
| Sentry Investment Management LLC | 1,637 | $397.0K | 0.26% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 1,639 | $397.2K | 0.09% | −70−4.1% | Reduced |
| Almanack Investment Partners, LLC. | 1,639 | $397.2K | 0.07% | +11+0.7% | Added |
| KC Investment Advisors, LLC | 1,642 | $398.0K | 0.10% | +12+0.7% | Added |
| Cyndeo Wealth Partners, LLC | 1,643 | $398.2K | 0.02% | +10+0.6% | Added |
| Dynamic Wealth Strategies, LLC | 1,644 | $398.4K | 0.24% | +305+22.8% | Added |
| F/M Investments LLC | 1,645 | $398.7K | 0.02% | −14−0.8% | Reduced |
| Partners in Financial Planning | 1,645 | $398.7K | 0.07% | +100+6.5% | Added |
| Financial Management Professionals, Inc. | 1,647 | $399.2K | 0.04% | +225+15.8% | Added |
| CFO4Life Group, LLC | 1,647 | $399.2K | 0.06% | +1,647 | New |
| Resurgent Financial Advisors LLC | 1,651 | $400.1K | 0.20% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 1,659 | $402.1K | 0.30% | +1,659 | New |
| Hilltop Partners LLC | 1,673 | $405.5K | 0.10% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,674 | $405.7K | 0.02% | −141−7.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,675 | $406.0K | 0.01% | +304+22.2% | Added |
| Cypress Capital Group | 1,676 | $406.2K | 0.05% | 00.0% | Unchanged |
| Asset Advisory Group, Inc. | 1,676 | $406.3K | 0.20% | +1,676 | New |
| First Citizens Financial Corp | 1,682 | $407.6K | 0.20% | −393−18.9% | Reduced |
| Abner Herrman & Brock LLC | 1,692 | $410.0K | 0.04% | +585+52.8% | Added |
| Flatrock Wealth Partners LLC | 1,695 | $410.9K | 0.20% | +1,695 | New |
| Investor's Fiduciary Advisor Network, LLC | 1,710 | $414.0K | 0.09% | +517+43.3% | Added |
| Knightsbridge Asset Management, LLC | 1,718 | $416.4K | 0.07% | +1,718 | New |
| Parisi Gray Wealth Management | 1,718 | $416.5K | 0.09% | +222+14.8% | Added |
| Foster Group, Inc. | 1,720 | $416.9K | 0.01% | +232+15.6% | Added |
| Centurion Wealth Management LLC | 1,725 | $418.1K | 0.09% | +4+0.2% | Added |
| Integrity Alliance, LLC. | 1,727 | $418.6K | 0.02% | +689+66.4% | Added |
| Accurate Wealth Management, LLC | 1,686 | $420.4K | 0.05% | +165+10.8% | Added |
| Elevatus Welath Management | 1,736 | $420.8K | 0.12% | +744+75.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,737 | $421.0K | 0.09% | +505+41.0% | Added |
| Basecamp Wealth Advisors LLC | 1,745 | $422.9K | 0.09% | +1,745 | New |
| Journey Advisory Group, LLC | 1,754 | $425.1K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,756 | $425.6K | 0.03% | −1,221−41.0% | Reduced |
| Red Door Wealth Management, LLC | 1,764 | $427.6K | 0.04% | −42−2.3% | Reduced |
| Hickory Point Bank & Trust | 1,766 | $428.0K | 0.31% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,768 | $428.5K | 0.02% | +14+0.8% | Added |
| Mitchell Capital Management Co | 1,769 | $428.7K | 0.08% | 00.0% | Unchanged |
| Green Ridge Wealth Planning LLC | 1,775 | $430.2K | 0.22% | +1,775 | New |
| MJP Associates Inc | 1,777 | $430.7K | 0.05% | −12−0.7% | Reduced |
| Childress Capital Advisors, LLC | 1,779 | $431.2K | 0.07% | −93−5.0% | Reduced |
| Westover Capital Advisors, LLC | 1,780 | $431.4K | 0.08% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,785 | $432.6K | 0.22% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,786 | $432.9K | 0.02% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,788 | $433.0K | 0.11% | +85+5.0% | Added |
| Marion Wealth Management | 1,993 | $433.1K | 0.10% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,800 | $436.0K | 0.01% | −200−10.0% | Reduced |
| Mathes Company, Inc. | 1,800 | $436.0K | 0.16% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,800 | $436.2K | 0.10% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,805 | $437.5K | 0.02% | −25−1.4% | Reduced |
| Investment Research Partners LLC | 1,806 | $437.7K | 0.19% | +203+12.7% | Added |
| Axiom Financial Strategies, LLC | 1,812 | $439.2K | 0.18% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,815 | $439.8K | 0.05% | −1,302−41.8% | Reduced |
| Werba Rubin Papier Wealth Management | 1,817 | $440.4K | 0.12% | +242+15.4% | Added |
| Sapient Capital LLC | 1,809 | $441.3K | 0.01% | +1,809 | New |
| Truvestments Capital LLC | 1,823 | $441.7K | 0.08% | −692−27.5% | Reduced |
| Mount Vernon Associates Inc | 1,825 | $442.0K | 0.30% | 00.0% | Unchanged |
| Onefund, LLC | 1,827 | $442.8K | 0.26% | +102+5.9% | Added |
| Wealthcare Advisory Partners LLC | 1,827 | $442.8K | 0.01% | +130+7.7% | Added |
| Magnus Financial Group LLC | 1,828 | $443.1K | 0.03% | +421+29.9% | Added |
| Moss Adams Wealth Advisors LLC | 1,830 | $443.6K | 0.03% | +10+0.5% | Added |
| Farmers National Bank | 1,836 | $445.0K | 0.10% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,840 | $445.9K | 1.15% | +1,840 | New |
| RB Capital Management, LLC | 1,841 | $446.2K | 0.09% | +702+61.6% | Added |
| Financial Advisors Network, Inc. | 1,851 | $448.6K | 0.06% | +1,851 | New |
| Inscription Capital, LLC | 1,858 | $450.3K | 0.05% | +70+3.9% | Added |
| QTR Family Wealth, LLC | 2,059 | $452.9K | 0.20% | +1,072+108.6% | Added |
| MontVue Capital Management, Inc. | 1,870 | $453.2K | 0.30% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,871 | $453.5K | 0.05% | −73−3.8% | Reduced |
| Synergy Financial Group, LTD | 1,876 | $454.7K | 0.32% | −26−1.4% | Reduced |
| Sepio Capital, LP | 1,880 | $455.6K | 0.02% | −138−6.8% | Reduced |
| Leavell Investment Management, Inc. | 1,887 | $457.3K | 0.02% | 00.0% | Unchanged |
| Novem Group | 1,890 | $458.1K | 0.05% | −44−2.3% | Reduced |
| Cim Investment Mangement Inc | 1,893 | $458.8K | 0.12% | 00.0% | Unchanged |
| Prostatis Group LLC | 1,893 | $458.8K | 0.11% | +1,893 | New |
| Quantum Financial Advisors, LLC | 1,896 | $459.6K | 0.05% | −84−4.2% | Reduced |
| New Republic Capital, LLC | 1,899 | $460.3K | 0.12% | +878+86.0% | Added |
| Whalen Wealth Management Inc. | 1,901 | $460.7K | 0.25% | +1,901 | New |
| Verdad Advisers, LP | 1,902 | $461.0K | 0.53% | +1,902 | New |
| Cromwell Holdings LLC | 1,906 | $461.9K | 0.25% | −5−0.3% | Reduced |