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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 2,421 | $586.8K | 0.02% | −7−0.3% | Reduced |
| Chemistry Wealth Management LLC | 2,416 | $585.7K | 0.11% | +3+0.1% | Added |
| Parsons Capital Management Inc | 2,414 | $585.1K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,412 | $584.6K | 0.29% | −367−13.2% | Reduced |
| Portside Wealth Group, LLC | 2,397 | $580.9K | 0.08% | −35−1.4% | Reduced |
| Hara Capital LLC | 2,390 | $579.2K | 0.32% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,389 | $579.0K | 0.03% | −26−1.1% | Reduced |
| Zullo Investment Group, Inc. | 2,381 | $577.2K | 0.21% | −359−13.1% | Reduced |
| Drive Wealth Management, LLC | 2,377 | $575.9K | 0.11% | +1,258+112.4% | Added |
| Stokes Family Office, LLC | 2,371 | $574.7K | 0.05% | +105+4.6% | Added |
| Evercore Wealth Management, LLC | 2,366 | $573.4K | 0.01% | −1,529−39.3% | Reduced |
| Neville Rodie & Shaw Inc | 2,365 | $573.0K | 0.04% | +200+9.2% | Added |
| Univest Financial Corp | 2,363 | $572.7K | 0.03% | +7+0.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,357 | $571.3K | 0.20% | +1,625+222.0% | Added |
| Root Financial Partners, LLC | 2,338 | $566.6K | 0.03% | +89+4.0% | Added |
| Capital Advisors, Ltd. LLC | 2,325 | $564.0K | 0.07% | +10.0% | Added |
| PCM Encore, LLC | 2,325 | $563.6K | 0.12% | +2,325 | New |
| Cornerstone Select Advisors, LLC | 2,316 | $561.3K | 0.39% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,313 | $560.6K | 0.04% | +1,409+155.9% | Added |
| Inlet Private Wealth, LLC | 2,309 | $559.6K | 0.13% | +280+13.8% | Added |
| CM Wealth Advisors LLC | 2,307 | $559.1K | 0.13% | +2,307 | New |
| Strategic Wealth Designers | 2,301 | $557.7K | 0.07% | −1,394−37.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,294 | $556.0K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,286 | $554.0K | 0.06% | −3,799−62.4% | Reduced |
| Wick Capital Partners, LLC | 2,279 | $552.3K | 0.10% | +2,279 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,472 | $550.7K | 0.08% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,260 | $547.7K | 0.10% | +85+3.9% | Added |
| J. R. Prunier Capital Management LLC | 2,250 | $545.3K | 0.23% | +2,250 | New |
| Naples Global Advisors, LLC | 2,242 | $543.4K | 0.04% | −38−1.7% | Reduced |
| Hoxton Planning & Management, LLC | 2,235 | $541.7K | 0.16% | +24+1.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,232 | $540.9K | 0.05% | +54+2.5% | Added |
| Riverview Trust Co | 2,230 | $540.5K | 0.65% | 00.0% | Unchanged |
| Next Capital Management LLC | 2,256 | $540.3K | 0.17% | +2,256 | New |
| CVA Family Office, LLC | 2,226 | $539.5K | 0.06% | +12+0.5% | Added |
| HBW Advisory Services LLC | 2,225 | $539.4K | 0.06% | −27−1.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,225 | $539.0K | 0.09% | +645+40.8% | Added |
| RiverFront Investment Group, LLC | 2,223 | $538.8K | 0.01% | +27+1.2% | Added |
| GHP Investment Advisors, Inc. | 2,215 | $536.8K | 0.02% | −107−4.6% | Reduced |
| James J. Burns & Company, LLC | 2,212 | $536.1K | 0.07% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,212 | $536.0K | 0.10% | −149−6.3% | Reduced |
| Trust Point Inc. | 2,199 | $532.9K | 0.04% | −122−5.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,198 | $532.8K | 0.08% | +2+0.1% | Added |
| First Western Trust Bank | 2,186 | $529.8K | 0.03% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,181 | $528.6K | 0.02% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,179 | $528.1K | 0.01% | +2+0.1% | Added |
| Bowen Hanes & Co Inc | 2,174 | $527.0K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,174 | $526.9K | 0.19% | 00.0% | Unchanged |
| 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 |
| Bragg Financial Advisors, Inc | 2,167 | $525.2K | 0.02% | −75−3.3% | Reduced |
| Sage Mountain Advisors LLC | 2,164 | $524.5K | 0.03% | −516−19.3% | Reduced |
| Jain Global LLC | 2,161 | $523.7K | 0.01% | +2,161 | New |
| CoreCap Advisors, LLC | 2,158 | $523.0K | 0.02% | −603−21.8% | Reduced |
| KG&L Capital Management,LLC | 2,151 | $521.4K | 0.13% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,144 | $519.5K | 0.12% | −151−6.6% | Reduced |
| Cornerstone Wealth Group, LLC | 2,142 | $519.2K | 0.04% | +143+7.2% | Added |
| Fayez Sarofim & Co | 2,128 | $515.7K | 0.00% | −400−15.8% | Reduced |
| MONECO Advisors, LLC | 2,123 | $514.6K | 0.04% | +65+3.2% | Added |
| Walker Asset Management, LLC | 2,123 | $514.4K | 0.28% | +5+0.2% | Added |
| Breakwater Capital Group | 2,117 | $513.2K | 0.07% | 00.0% | Unchanged |
| Investment Management Corp | 2,108 | $510.9K | 0.43% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,104 | $509.9K | 0.03% | −351−14.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,101 | $509.2K | 0.03% | +215+11.4% | Added |
| Acima Private Wealth, LLC | 2,095 | $507.7K | 0.16% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,093 | $507.3K | 0.12% | +15+0.7% | Added |
| Cynosure Management, LLC | 2,086 | $505.6K | 0.05% | +2,086 | New |
| Harbour Trust & Investment Management Co | 2,083 | $504.8K | 0.05% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,076 | $503.1K | 0.17% | −2,113−50.4% | Reduced |
| One Wealth Capital Management, LLC | 2,074 | $502.7K | 0.21% | +331+19.0% | Added |
| Ironsides Asset Advisors, LLC | 2,071 | $502.0K | 0.13% | +2,071 | New |
| Syverson Strege & Co | 2,067 | $501.0K | 0.12% | −62−2.9% | Reduced |
| Viawealth, LLC | 2,066 | $500.7K | 0.28% | +5+0.2% | Added |
| VeraBank, N.A. | 2,063 | $500.0K | 0.09% | +55+2.7% | Added |
| Pettee Investors, Inc. | 2,055 | $498.1K | 0.28% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,043 | $495.1K | 0.37% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,976 | $492.4K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,030 | $492.0K | 0.02% | −7,374−78.4% | Reduced |
| Warner Financial, Inc | 2,028 | $492.0K | 0.17% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,011 | $487.4K | 0.05% | +2+0.1% | Added |
| Hills Bank & Trust Co | 2,010 | $487.1K | 0.03% | +177+9.7% | 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 |
| Mayflower Financial Advisors, LLC | 1,997 | $484.0K | 0.06% | +6+0.3% | Added |
| LVW Advisors, LLC | 1,996 | $483.8K | 0.05% | +120+6.4% | Added |
| Guardian Partners Inc. | 2,150 | $483.6K | 0.04% | +675+45.8% | Added |
| Verus Financial Partners, Inc. | 2,193 | $482.9K | 0.04% | −294−11.8% | Reduced |
| Woodmont Investment Counsel LLC | 1,992 | $482.8K | 0.03% | −252−11.2% | Reduced |
| Sym Financial Corp | 1,984 | $480.8K | 0.05% | +394+24.8% | Added |
| Arsenal Capital Advisors LLC | 1,982 | $480.4K | 0.34% | +1,982 | New |
| Five Oceans Advisors | 1,981 | $480.1K | 0.17% | −2−0.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,972 | $478.0K | 0.03% | −55−2.7% | Reduced |
| Virtue Capital Management, LLC | 1,922 | $476.5K | 0.07% | +1,922 | New |
| Sunbelt Securities, Inc. | 1,957 | $474.4K | 0.03% | −77−3.8% | Reduced |
| Berkshire Bank | 1,950 | $472.6K | 0.10% | −34−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,949 | $472.4K | 0.13% | −72−3.6% | Reduced |
| Peak Planning Group, LLC | 1,948 | $472.1K | 0.13% | +1,948 | New |
| Capital Analysts, LLC | 1,948 | $472.0K | 0.01% | +180+10.2% | Added |
| CoreFirst Bank & Trust | 1,938 | $469.7K | 0.25% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,884 | $469.5K | 0.09% | −949−33.5% | Reduced |
| Ethos Financial Group, LLC | 1,936 | $469.2K | 0.03% | +115+6.3% | Added |