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; 2,129 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
- 2,211
- +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
- 724 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 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 4,093 | $992.0K | 0.05% | +31+0.8% | Added |
| Sather Financial Group Inc | 4,076 | $987.9K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,075 | $987.6K | 0.05% | +2,271+125.9% | Added |
| Riverwater Partners LLC | 4,068 | $985.9K | 0.38% | −34−0.8% | Reduced |
| Kendall Capital Management | 4,062 | $984.5K | 0.21% | −1,310−24.4% | Reduced |
| Brasada Capital Management, LP | 4,000 | $969.4K | 0.17% | −50−1.2% | Reduced |
| BSW Wealth Partners | 4,000 | $969.3K | 0.12% | +455+12.8% | Added |
| Global Assets Advisory, LLC | 3,999 | $969.2K | 0.28% | +2,821+239.5% | Added |
| Shepherd Street Advisors LLC | 3,997 | $968.7K | 0.93% | +3,997 | New |
| Ironwood Investment Counsel, LLC | 3,985 | $965.8K | 0.13% | −87−2.1% | Reduced |
| Laraway Financial Inc | 3,951 | $957.6K | 0.62% | 00.0% | Unchanged |
| Tannin Capital LLC | 3,925 | $951.3K | 0.85% | +3,925 | New |
| Flavin Financial Services, Inc. | 3,917 | $949.4K | 0.65% | +4+0.1% | Added |
| Cambria Investment Management, L.P. | 3,911 | $947.9K | 0.06% | −2,543−39.4% | Reduced |
| Anchyra Partners LLC | 3,908 | $947.1K | 0.29% | +3,908 | New |
| Optas, LLC | 3,887 | $942.1K | 0.15% | +403+11.6% | Added |
| Fullerton Fund Management Co Ltd. | 3,875 | $939.1K | 0.04% | +72+1.9% | Added |
| Circle Wealth Management, LLC | 3,867 | $937.3K | 0.01% | +70+1.8% | Added |
| Insigneo Advisory Services, LLC | 3,846 | $932.1K | 0.07% | −436−10.2% | Reduced |
| CSS LLC | 3,826 | $927.3K | 0.05% | −1,800−32.0% | Reduced |
| Steel Peak Wealth Management LLC | 3,790 | $918.5K | 0.03% | −3,371−47.1% | Reduced |
| Advisory Alpha, LLC | 3,781 | $917.1K | 0.02% | +500+15.2% | Added |
| StoneX Group Inc. | 3,777 | $915.7K | 0.04% | +516+15.8% | Added |
| Sentinus, LLC | 3,761 | $911.5K | 0.09% | +2,162+135.2% | Added |
| Confluence Wealth Services, Inc. | 3,762 | $911.5K | 0.04% | −24−0.6% | Reduced |
| Atom Investors LP | 3,761 | $911.5K | 0.07% | 00.0% | Unchanged |
| Frec Markets, Inc. | 3,757 | $910.6K | 0.27% | +3,757 | New |
| CWA Asset Management Group, LLC | 3,752 | $909.3K | 0.03% | +443+13.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,727 | $903.3K | 0.14% | 00.0% | Unchanged |
| XML Financial, LLC | 3,687 | $893.7K | 0.07% | +1,185+47.4% | Added |
| Zions Bancorporation, National Association | 3,684 | $892.9K | 0.04% | +531+16.8% | Added |
| New Wave Wealth Advisors LLC | 3,663 | $887.8K | 0.32% | +246+7.2% | Added |
| Auxano Advisors, LLC | 3,658 | $886.6K | 0.18% | −58−1.6% | Reduced |
| Catalyst Financial Partners LLC | 3,654 | $885.6K | 0.10% | +19+0.5% | Added |
| Compagnie Lombard Odier SCmA | 3,650 | $884.6K | 0.01% | +2,000+121.2% | Added |
| Rexford Capital Inc | 3,624 | $878.3K | 0.67% | −447−11.0% | Reduced |
| First Foundation Advisors | 3,617 | $876.5K | 0.03% | +237+7.0% | Added |
| Capital Investment Advisory Services, LLC | 3,604 | $873.6K | 0.06% | −65−1.8% | Reduced |
| Ausdal Financial Partners, Inc. | 3,596 | $871.4K | 0.04% | −3,134−46.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,584 | $868.6K | 0.10% | +84+2.4% | Added |
| LRI Investments, LLC | 3,546 | $859.4K | 0.07% | −344−8.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 4,354 | $859.0K | 0.07% | +4,354 | New |
| Dorsey & Whitney Trust CO LLC | 3,543 | $858.7K | 0.05% | +341+10.6% | Added |
| Clark Capital Management Group, Inc. | 3,542 | $858.5K | 0.01% | +1,060+42.7% | Added |
| Jackson Thornton Asset Management, LLC | 3,326 | $857.9K | 0.08% | +891+36.6% | Added |
| Arq Wealth Advisors, LLC | 3,526 | $854.6K | 0.23% | −256−6.8% | Reduced |
| Evoke Wealth, LLC | 3,514 | $851.6K | 0.02% | +512+17.1% | Added |
| JBF Capital, Inc. | 3,500 | $848.3K | 0.12% | 00.0% | Unchanged |
| Stembrook Asset Management, LLC | 3,500 | $848.3K | 0.80% | +3,500 | New |
| Athena Wealth Management, LLC | 3,488 | $845.3K | 0.82% | +3,488 | New |
| Northern Oak Wealth Management Inc | 3,481 | $843.7K | 0.11% | −173−4.7% | Reduced |
| Empower Advisory Group, LLC | 3,475 | $842.2K | 0.00% | −1,223−26.0% | Reduced |
| Armstrong Advisory Group, Inc | 3,468 | $840.5K | 0.06% | −107−3.0% | Reduced |
| HCR Wealth Advisors | 3,462 | $839.2K | 0.08% | +84+2.5% | Added |
| Golden State Equity Partners | 3,457 | $837.9K | 0.14% | +353+11.4% | Added |
| Okabena Investment Services Inc | 3,457 | $837.8K | 0.16% | −113−3.2% | Reduced |
| Advyzon Investment Management, LLC | 3,454 | $837.2K | 0.10% | +1,734+100.8% | Added |
| Bartlett & Co. Wealth Management LLC | 3,452 | $836.6K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 3,444 | $834.7K | 0.08% | +179+5.5% | Added |
| Aventura Private Wealth, LLC | 3,423 | $829.6K | 0.30% | +3,402+16,200.0% | Added |
| Versant Capital Management, Inc | 3,413 | $827.1K | 0.10% | +178+5.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,409 | $826.2K | 0.07% | +396+13.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,403 | $824.8K | 0.09% | −2−0.1% | Reduced |
| Peachtree Investment Partners, LLC | 3,398 | $823.5K | 0.27% | +587+20.9% | Added |
| S Harris Financial Group, LLC | 3,391 | $821.9K | 0.79% | +3,391 | New |
| Conning Inc. | 3,381 | $819.4K | 0.03% | −519−13.3% | Reduced |
| Ellevest, Inc. | 3,381 | $819.4K | 0.11% | −60−1.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,381 | $819.4K | 0.25% | +8+0.2% | Added |
| Malaga Cove Capital, LLC | 3,380 | $819.2K | 0.28% | −307−8.3% | Reduced |
| AlTi Global, Inc. | 3,380 | $818.9K | 0.02% | +167+5.2% | Added |
| Wesbanco Bank Inc | 3,375 | $818.0K | 0.02% | −189−5.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,375 | $817.0K | 0.21% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,352 | $812.4K | 0.03% | +486+17.0% | Added |
| Founders Financial Alliance, LLC | 3,349 | $811.6K | 0.15% | +2+0.1% | Added |
| Valley National Advisers Inc | 3,314 | $803.0K | 0.11% | −61−1.8% | Reduced |
| Acropolis Investment Management, LLC | 3,313 | $802.9K | 0.04% | +547+19.8% | Added |
| Ingalls & Snyder LLC | 3,299 | $800.0K | 0.03% | −7−0.2% | Reduced |
| Everpar Advisors LLC | 3,288 | $796.9K | 0.30% | −360−9.9% | Reduced |
| Gamco Investors, Inc. Et Al | 3,287 | $796.6K | 0.01% | +97+3.0% | Added |
| Lebenthal Global Advisors, LLC | 3,267 | $791.8K | 0.12% | +53+1.6% | Added |
| Trust Co of Virginia | 3,265 | $791.3K | 0.06% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,260 | $790.1K | 0.06% | +39+1.2% | Added |
| 71 West Capital Partners | 3,254 | $788.6K | 0.04% | +3,254 | New |
| Waterloo Capital, L.P. | 3,245 | $786.4K | 0.06% | +237+7.9% | Added |
| Midwest Trust Co | 3,236 | $784.3K | 0.01% | +1,193+58.4% | Added |
| Joel Isaacson & Co., LLC | 3,227 | $782.1K | 0.03% | +25+0.8% | Added |
| Trifecta Capital Advisors, LLC | 3,223 | $781.1K | 0.12% | −44−1.3% | Reduced |
| tru Independence LLC | 3,217 | $779.7K | 0.20% | −3−0.1% | Reduced |
| Traub Capital Management LLC | 3,210 | $778.0K | 0.75% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 3,187 | $772.4K | 0.07% | +3,187 | New |
| L2 Asset Management, LLC | 3,183 | $771.4K | 0.10% | +211+7.1% | Added |
| Matrix Asset Advisors Inc | 3,178 | $770.2K | 0.07% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,283 | $769.7K | 0.14% | −24−0.7% | Reduced |
| Generation Capital Management LLC | 3,171 | $768.4K | 0.50% | 00.0% | Unchanged |
| First PREMIER Bank | 3,160 | $765.0K | 0.18% | −95−2.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,145 | $762.2K | 0.16% | −245−7.2% | Reduced |
| Silver Oak Securities, Inc | 3,120 | $761.2K | 0.05% | +188+6.4% | Added |
| Councilmark Asset Management, LLC | 3,128 | $758.1K | 0.42% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 3,123 | $756.9K | 0.50% | −1,931−38.2% | Reduced |
| GeoWealth Management, LLC | 3,119 | $755.8K | 0.03% | −19−0.6% | Reduced |