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 |
|---|---|---|---|---|---|
| Indivisible Partners | 1,908 | $462.4K | 0.05% | +1,908 | New |
| Cambient Family Office, LLC | 1,910 | $462.9K | 0.07% | +1,910 | New |
| Opal Wealth Advisors, LLC | 1,910 | $462.9K | 0.12% | −48−2.5% | Reduced |
| Income Insurance Ltd | 1,913 | $463.6K | 0.30% | +1,913 | New |
| Itau Unibanco Holding S.A. | 1,903 | $463.9K | 0.01% | −4,800−71.6% | Reduced |
| First Bank & Trust | 1,915 | $464.1K | 0.08% | +185+10.7% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,920 | $465.3K | 0.09% | +1,920 | New |
| Klingman & Associates, LLC | 1,923 | $466.1K | 0.02% | +368+23.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,927 | $467.0K | 0.14% | +423+28.1% | Added |
| City State Bank | 1,928 | $467.3K | 0.13% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,933 | $468.4K | 0.03% | +1,933 | New |
| Ethos Financial Group, LLC | 1,936 | $469.2K | 0.03% | +115+6.3% | Added |
| Kozak & Associates, Inc. | 1,884 | $469.5K | 0.09% | −949−33.5% | Reduced |
| CoreFirst Bank & Trust | 1,938 | $469.7K | 0.25% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,948 | $472.0K | 0.01% | +180+10.2% | Added |
| Peak Planning Group, LLC | 1,948 | $472.1K | 0.13% | +1,948 | New |
| Cary Street Partner Investment Advisory LLC | 1,949 | $472.4K | 0.13% | −72−3.6% | Reduced |
| Berkshire Bank | 1,950 | $472.6K | 0.10% | −34−1.7% | Reduced |
| Sunbelt Securities, Inc. | 1,957 | $474.4K | 0.03% | −77−3.8% | Reduced |
| Virtue Capital Management, LLC | 1,922 | $476.5K | 0.07% | +1,922 | New |
| Fulton Breakefield Broenniman LLC | 1,972 | $478.0K | 0.03% | −55−2.7% | Reduced |
| Five Oceans Advisors | 1,981 | $480.1K | 0.17% | −2−0.1% | Reduced |
| Arsenal Capital Advisors LLC | 1,982 | $480.4K | 0.34% | +1,982 | New |
| Sym Financial Corp | 1,984 | $480.8K | 0.05% | +394+24.8% | Added |
| Woodmont Investment Counsel LLC | 1,992 | $482.8K | 0.03% | −252−11.2% | Reduced |
| Verus Financial Partners, Inc. | 2,193 | $482.9K | 0.04% | −294−11.8% | Reduced |
| Guardian Partners Inc. | 2,150 | $483.6K | 0.04% | +675+45.8% | Added |
| LVW Advisors, LLC | 1,996 | $483.8K | 0.05% | +120+6.4% | Added |
| Mayflower Financial Advisors, LLC | 1,997 | $484.0K | 0.06% | +6+0.3% | Added |
| 1776 Wealth LLC | 2,000 | $484.7K | 0.18% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,000 | $484.7K | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,010 | $487.1K | 0.03% | +177+9.7% | Added |
| Bedel Financial Consulting, Inc. | 2,011 | $487.4K | 0.05% | +2+0.1% | Added |
| Warner Financial, Inc | 2,028 | $492.0K | 0.17% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,030 | $492.0K | 0.02% | −7,374−78.4% | Reduced |
| Barlow Wealth Partners, Inc. | 1,976 | $492.4K | 0.05% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,043 | $495.1K | 0.37% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 2,055 | $498.1K | 0.28% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,063 | $500.0K | 0.09% | +55+2.7% | Added |
| Viawealth, LLC | 2,066 | $500.7K | 0.28% | +5+0.2% | Added |
| Syverson Strege & Co | 2,067 | $501.0K | 0.12% | −62−2.9% | Reduced |
| Ironsides Asset Advisors, LLC | 2,071 | $502.0K | 0.13% | +2,071 | New |
| One Wealth Capital Management, LLC | 2,074 | $502.7K | 0.21% | +331+19.0% | Added |
| 44 Wealth Management LLC | 2,076 | $503.1K | 0.17% | −2,113−50.4% | Reduced |
| Harbour Trust & Investment Management Co | 2,083 | $504.8K | 0.05% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,086 | $505.6K | 0.05% | +2,086 | New |
| KFA Private Wealth Group, LLC | 2,093 | $507.3K | 0.12% | +15+0.7% | Added |
| Acima Private Wealth, LLC | 2,095 | $507.7K | 0.16% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,101 | $509.2K | 0.03% | +215+11.4% | Added |
| Fukoku Mutual Life Insurance Co | 2,104 | $509.9K | 0.03% | −351−14.3% | Reduced |
| Investment Management Corp | 2,108 | $510.9K | 0.43% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,117 | $513.2K | 0.07% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,123 | $514.4K | 0.28% | +5+0.2% | Added |
| MONECO Advisors, LLC | 2,123 | $514.6K | 0.04% | +65+3.2% | Added |
| Fayez Sarofim & Co | 2,128 | $515.7K | 0.00% | −400−15.8% | Reduced |
| Cornerstone Wealth Group, LLC | 2,142 | $519.2K | 0.04% | +143+7.2% | Added |
| Silverlake Wealth Management LLC | 2,144 | $519.5K | 0.12% | −151−6.6% | Reduced |
| KG&L Capital Management,LLC | 2,151 | $521.4K | 0.13% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,158 | $523.0K | 0.02% | −603−21.8% | Reduced |
| Jain Global LLC | 2,161 | $523.7K | 0.01% | +2,161 | New |
| Sage Mountain Advisors LLC | 2,164 | $524.5K | 0.03% | −516−19.3% | Reduced |
| Advus Financial Partners, LLC | 2,165 | $524.6K | 0.13% | −898−29.3% | Reduced |
| Bragg Financial Advisors, Inc | 2,167 | $525.2K | 0.02% | −75−3.3% | Reduced |
| Cozad Asset Management Inc | 2,170 | $525.9K | 0.04% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,170 | $525.9K | 0.27% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,174 | $526.9K | 0.19% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,174 | $527.0K | 0.01% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,179 | $528.1K | 0.01% | +2+0.1% | Added |
| Systematic Alpha Investments, LLC | 2,181 | $528.6K | 0.02% | 00.0% | Unchanged |
| First Western Trust Bank | 2,186 | $529.8K | 0.03% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 2,198 | $532.8K | 0.08% | +2+0.1% | Added |
| Trust Point Inc. | 2,199 | $532.9K | 0.04% | −122−5.3% | Reduced |
| Interchange Capital Partners, LLC | 2,212 | $536.0K | 0.10% | −149−6.3% | Reduced |
| James J. Burns & Company, LLC | 2,212 | $536.1K | 0.07% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,215 | $536.8K | 0.02% | −107−4.6% | Reduced |
| RiverFront Investment Group, LLC | 2,223 | $538.8K | 0.01% | +27+1.2% | Added |
| LaSalle St. Investment Advisors, LLC | 2,225 | $539.0K | 0.09% | +645+40.8% | Added |
| HBW Advisory Services LLC | 2,225 | $539.4K | 0.06% | −27−1.2% | Reduced |
| CVA Family Office, LLC | 2,226 | $539.5K | 0.06% | +12+0.5% | Added |
| Next Capital Management LLC | 2,256 | $540.3K | 0.17% | +2,256 | New |
| Riverview Trust Co | 2,230 | $540.5K | 0.65% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,232 | $540.9K | 0.05% | +54+2.5% | Added |
| Hoxton Planning & Management, LLC | 2,235 | $541.7K | 0.16% | +24+1.1% | Added |
| Naples Global Advisors, LLC | 2,242 | $543.4K | 0.04% | −38−1.7% | Reduced |
| J. R. Prunier Capital Management LLC | 2,250 | $545.3K | 0.23% | +2,250 | New |
| AA Financial Advisors, LLC | 2,260 | $547.7K | 0.10% | +85+3.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,472 | $550.7K | 0.08% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 2,279 | $552.3K | 0.10% | +2,279 | New |
| Toth Financial Advisory Corp | 2,286 | $554.0K | 0.06% | −3,799−62.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,294 | $556.0K | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,301 | $557.7K | 0.07% | −1,394−37.7% | Reduced |
| CM Wealth Advisors LLC | 2,307 | $559.1K | 0.13% | +2,307 | New |
| Inlet Private Wealth, LLC | 2,309 | $559.6K | 0.13% | +280+13.8% | Added |
| NBC Securities, Inc. | 2,313 | $560.6K | 0.04% | +1,409+155.9% | Added |
| Cornerstone Select Advisors, LLC | 2,316 | $561.3K | 0.39% | 00.0% | Unchanged |
| PCM Encore, LLC | 2,325 | $563.6K | 0.12% | +2,325 | New |
| Capital Advisors, Ltd. LLC | 2,325 | $564.0K | 0.07% | +10.0% | Added |
| Root Financial Partners, LLC | 2,338 | $566.6K | 0.03% | +89+4.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,357 | $571.3K | 0.20% | +1,625+222.0% | Added |
| Univest Financial Corp | 2,363 | $572.7K | 0.03% | +7+0.3% | Added |