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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 3,118 | $755.6K | 0.06% | −147−4.5% | Reduced |
| Riversedge Advisors, LLC | 3,105 | $752.5K | 0.12% | +509+19.6% | Added |
| Kera Capital Partners, Inc. | 3,434 | $751.8K | 0.09% | +647+23.2% | Added |
| Resonant Capital Advisors, LLC | 3,099 | $751.1K | 0.04% | +30+1.0% | Added |
| Pflug Koory, LLC | 3,086 | $747.9K | 0.35% | +48+1.6% | Added |
| Chicago Wealth Management, Inc. | 3,081 | $746.7K | 0.30% | 00.0% | Unchanged |
| Washington Trust Co | 3,077 | $745.7K | 0.02% | −280−8.3% | Reduced |
| Quadcap Wealth Management, LLC | 3,070 | $744.0K | 0.09% | −87−2.8% | Reduced |
| Affinity Wealth Management LLC | 3,051 | $739.4K | 0.11% | −95−3.0% | Reduced |
| Zhang Financial LLC | 3,050 | $739.2K | 0.03% | +50+1.7% | Added |
| Montecito Bank & Trust | 3,050 | $739.2K | 0.12% | +8+0.3% | Added |
| McCollum Christoferson Group LLC | 3,050 | $739.2K | 0.21% | +3,050 | New |
| Richwood Investment Advisors, LLC | 3,297 | $734.5K | 0.53% | −255−7.2% | Reduced |
| J2 Capital Management Inc | 3,016 | $731.0K | 0.53% | +358+13.5% | Added |
| Hartford Financial Management Inc. | 3,000 | $727.1K | 0.19% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $727.1K | 0.45% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,999 | $726.8K | 0.04% | +10.0% | Added |
| Norden Group LLC | 2,984 | $723.3K | 0.07% | −245−7.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,982 | $722.8K | 0.04% | +1,625+119.7% | Added |
| One Wealth Advisors, LLC | 2,982 | $722.7K | 0.09% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 2,981 | $722.6K | 0.25% | +2,981 | New |
| Cypress Wealth Services, LLC | 2,974 | $720.8K | 0.10% | +2,974 | New |
| Factorial Partners, LLC | 2,955 | $716.2K | 0.47% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,949 | $714.7K | 0.08% | +5+0.2% | Added |
| Bridgewater Advisors Inc. | 3,110 | $713.0K | 0.05% | +57+1.9% | Added |
| Smithfield Trust Co | 2,935 | $711.0K | 0.03% | −3−0.1% | Reduced |
| Central Pacific Bank - Trust Division | 2,925 | $708.9K | 0.09% | −825−22.0% | Reduced |
| Chicago Trust Co NA | 2,920 | $707.7K | 0.11% | −66−2.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,908 | $704.7K | 0.02% | +192+7.1% | Added |
| Diversified Investment Strategies, LLC | 2,905 | $704.1K | 0.46% | +128+4.6% | Added |
| Hunter Associates Investment Management LLC | 2,903 | $704.0K | 0.09% | 00.0% | Unchanged |
| SG Trading Solutions, LLC | 2,904 | $704.0K | 0.16% | +2,904 | New |
| Madison Asset Management, LLC | 2,897 | $702.1K | 0.01% | 00.0% | Unchanged |
| Claris Financial LLC | 2,894 | $701.5K | 0.37% | −34−1.2% | Reduced |
| Unique Wealth Strategies, LLC | 2,891 | $700.6K | 0.28% | −80−2.7% | Reduced |
| West Family Investments, Inc. | 2,886 | $699.5K | 0.16% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,879 | $697.8K | 0.39% | +100+3.6% | Added |
| Larson Financial Group LLC | 2,860 | $693.2K | 0.02% | −1,355−32.1% | Reduced |
| Financial Security Advisor, Inc. | 2,839 | $688.1K | 0.13% | −115−3.9% | Reduced |
| TCI Wealth Advisors, Inc. | 2,834 | $686.8K | 0.04% | +457+19.2% | Added |
| a16z Perennial Management, L.P. | 2,831 | $686.1K | 0.05% | +57+2.1% | Added |
| Souders Financial Advisors | 2,818 | $683.0K | 0.08% | +69+2.5% | Added |
| Richardson Financial Services Inc. | 2,812 | $681.5K | 0.42% | +65+2.4% | Added |
| Relyea Zuckerberg Hanson LLC | 2,810 | $681.1K | 0.07% | −10.0% | Reduced |
| OneAscent Financial Services LLC | 2,805 | $679.8K | 0.06% | +1,302+86.6% | Added |
| MGB Wealth Management, LLC | 2,799 | $678.4K | 0.19% | +803+40.2% | Added |
| One Capital Management, LLC | 2,794 | $677.3K | 0.02% | −119−4.1% | Reduced |
| Wellspring Financial Advisors, LLC | 2,760 | $669.0K | 0.05% | +2,760 | New |
| Grandfield & Dodd, LLC | 2,747 | $665.9K | 0.04% | +8+0.3% | Added |
| Private Trust Co NA | 2,745 | $665.3K | 0.06% | −241−8.1% | Reduced |
| Exencial Wealth Advisors, LLC | 2,743 | $664.9K | 0.02% | +532+24.1% | Added |
| Frederick Financial Consultants, LLC | 2,738 | $663.6K | 0.36% | −133−4.6% | Reduced |
| Capital Asset Advisory Services LLC | 2,554 | $658.9K | 0.03% | −505−16.5% | Reduced |
| QVR LLC | 2,695 | $653.2K | 0.46% | +2,695 | New |
| Mutual Advisors, LLC | 2,690 | $652.0K | 0.01% | +306+12.8% | Added |
| Valmark Advisers, Inc. | 2,686 | $651.0K | 0.01% | −41−1.5% | Reduced |
| Vista Capital Partners, Inc. | 2,683 | $650.3K | 0.06% | +1,735+183.0% | Added |
| Summit Global Investments | 2,670 | $647.0K | 0.04% | +2,670 | New |
| JFS Wealth Advisors, LLC | 2,660 | $644.7K | 0.04% | −201−7.0% | Reduced |
| Baker Avenue Asset Management, LP | 2,657 | $644.0K | 0.01% | +106+4.2% | Added |
| TriaGen Wealth Management LLC | 2,656 | $643.7K | 0.17% | −10,249−79.4% | Reduced |
| Global Trust Asset Management, LLC | 2,644 | $640.8K | 0.25% | −497−15.8% | Reduced |
| Lafayette Investments, Inc. | 2,642 | $640.3K | 0.12% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,635 | $638.6K | 0.04% | +1,119+73.8% | Added |
| Severin Investments, LLC | 2,624 | $635.9K | 0.56% | +190+7.8% | Added |
| Armis Advisers, LLC | 3,503 | $635.7K | 0.07% | −502−12.5% | Reduced |
| Schubert & Co | 2,620 | $635.0K | 0.51% | −190−6.8% | Reduced |
| KCM Investment Advisors LLC | 2,619 | $634.7K | 0.02% | +48+1.9% | Added |
| Bulltick Wealth Management, LLC | 2,610 | $632.6K | 0.13% | +2,610 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,606 | $631.6K | 0.08% | −136−5.0% | Reduced |
| Promethium Advisors,llc | 2,606 | $631.5K | 0.34% | −350−11.8% | Reduced |
| International Assets Investment Management, LLC | 2,604 | $631.0K | 0.04% | +589+29.2% | Added |
| Sage Investment Counsel LLC | 2,600 | $630.0K | 0.69% | −222−7.9% | Reduced |
| Capital Performance Advisors LLP | 2,593 | $628.5K | 0.04% | +1,237+91.2% | Added |
| Northwest Wealth Management, LLC | 2,589 | $627.4K | 0.10% | +1,142+78.9% | Added |
| Sound View Wealth Advisors Group, LLC | 2,588 | $627.2K | 0.04% | −117−4.3% | Reduced |
| Fielder Capital Group LLC | 2,582 | $625.8K | 0.13% | +96+3.9% | Added |
| Fiduciary Trust Co | 2,567 | $622.2K | 0.01% | +20+0.8% | Added |
| Abel Hall, LLC | 2,563 | $621.1K | 0.15% | +1,497+140.4% | Added |
| Fundamentun, LLC | 2,561 | $620.9K | 0.02% | +42+1.7% | Added |
| Berman McAleer LLC | 2,558 | $620.0K | 0.08% | +6+0.2% | Added |
| Independent Solutions Wealth Management, LLC | 2,555 | $619.3K | 0.11% | −50−1.9% | Reduced |
| Aviso Wealth Management | 2,554 | $619.0K | 0.26% | +598+30.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,554 | $619.0K | 0.25% | −6,982−73.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,550 | $618.0K | 0.19% | +1,010+65.6% | Added |
| Tobam | 2,551 | $618.0K | 0.15% | +2,551 | New |
| Beck Mack & Oliver LLC | 2,548 | $617.5K | 0.01% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,546 | $617.0K | 0.27% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 2,516 | $609.8K | 0.71% | +2,516 | New |
| Bingham Private Wealth, LLC | 2,515 | $609.5K | 0.53% | +2,515 | New |
| Wedgewood Investors Inc | 2,513 | $609.1K | 0.69% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,488 | $603.0K | 0.25% | −112−4.3% | Reduced |
| Seven Mile Advisory | 2,476 | $600.0K | 0.10% | −145−5.5% | Reduced |
| First Financial Bankshares Inc | 2,461 | $596.4K | 0.01% | −5,329−68.4% | Reduced |
| Alta Advisers Ltd | 2,456 | $595.2K | 0.22% | −1,100−30.9% | Reduced |
| HBK Sorce Advisory LLC | 2,662 | $593.0K | 0.01% | −5−0.2% | Reduced |
| Berkshire Asset Management LLC | 2,436 | $590.4K | 0.03% | −555−18.6% | Reduced |
| First Interstate Bank | 2,429 | $588.7K | 0.03% | −43−1.7% | Reduced |
| Welch Group, LLC | 2,426 | $588.0K | 0.02% | +14+0.6% | Added |
| Western Pacific Wealth Management, LP | 2,425 | $587.7K | 0.57% | 00.0% | Unchanged |