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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 1,933 | $468.4K | 0.03% | +1,933 | New |
| City State Bank | 1,928 | $467.3K | 0.13% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,927 | $467.0K | 0.14% | +423+28.1% | Added |
| Klingman & Associates, LLC | 1,923 | $466.1K | 0.02% | +368+23.7% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,920 | $465.3K | 0.09% | +1,920 | New |
| First Bank & Trust | 1,915 | $464.1K | 0.08% | +185+10.7% | Added |
| Itau Unibanco Holding S.A. | 1,903 | $463.9K | 0.01% | −4,800−71.6% | Reduced |
| Income Insurance Ltd | 1,913 | $463.6K | 0.30% | +1,913 | New |
| Opal Wealth Advisors, LLC | 1,910 | $462.9K | 0.12% | −48−2.5% | Reduced |
| Cambient Family Office, LLC | 1,910 | $462.9K | 0.07% | +1,910 | New |
| Indivisible Partners | 1,908 | $462.4K | 0.05% | +1,908 | New |
| Cromwell Holdings LLC | 1,906 | $461.9K | 0.25% | −5−0.3% | Reduced |
| Verdad Advisers, LP | 1,902 | $461.0K | 0.53% | +1,902 | New |
| Whalen Wealth Management Inc. | 1,901 | $460.7K | 0.25% | +1,901 | New |
| New Republic Capital, LLC | 1,899 | $460.3K | 0.12% | +878+86.0% | Added |
| Quantum Financial Advisors, LLC | 1,896 | $459.6K | 0.05% | −84−4.2% | Reduced |
| Prostatis Group LLC | 1,893 | $458.8K | 0.11% | +1,893 | New |
| Cim Investment Mangement Inc | 1,893 | $458.8K | 0.12% | 00.0% | Unchanged |
| Novem Group | 1,890 | $458.1K | 0.05% | −44−2.3% | Reduced |
| Leavell Investment Management, Inc. | 1,887 | $457.3K | 0.02% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,880 | $455.6K | 0.02% | −138−6.8% | Reduced |
| Synergy Financial Group, LTD | 1,876 | $454.7K | 0.32% | −26−1.4% | Reduced |
| Revolve Wealth Partners, LLC | 1,871 | $453.5K | 0.05% | −73−3.8% | Reduced |
| MontVue Capital Management, Inc. | 1,870 | $453.2K | 0.30% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 2,059 | $452.9K | 0.20% | +1,072+108.6% | Added |
| Inscription Capital, LLC | 1,858 | $450.3K | 0.05% | +70+3.9% | Added |
| Financial Advisors Network, Inc. | 1,851 | $448.6K | 0.06% | +1,851 | New |
| RB Capital Management, LLC | 1,841 | $446.2K | 0.09% | +702+61.6% | Added |
| Sherbrooke Park Advisers LLC | 1,840 | $445.9K | 1.15% | +1,840 | New |
| Farmers National Bank | 1,836 | $445.0K | 0.10% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,830 | $443.6K | 0.03% | +10+0.5% | Added |
| Magnus Financial Group LLC | 1,828 | $443.1K | 0.03% | +421+29.9% | Added |
| Wealthcare Advisory Partners LLC | 1,827 | $442.8K | 0.01% | +130+7.7% | Added |
| Onefund, LLC | 1,827 | $442.8K | 0.26% | +102+5.9% | Added |
| Mount Vernon Associates Inc | 1,825 | $442.0K | 0.30% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,823 | $441.7K | 0.08% | −692−27.5% | Reduced |
| Sapient Capital LLC | 1,809 | $441.3K | 0.01% | +1,809 | New |
| Werba Rubin Papier Wealth Management | 1,817 | $440.4K | 0.12% | +242+15.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,815 | $439.8K | 0.05% | −1,302−41.8% | Reduced |
| Axiom Financial Strategies, LLC | 1,812 | $439.2K | 0.18% | 00.0% | Unchanged |
| Investment Research Partners LLC | 1,806 | $437.7K | 0.19% | +203+12.7% | Added |
| Money Concepts Capital Corp | 1,805 | $437.5K | 0.02% | −25−1.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,800 | $436.2K | 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 |
| Marion Wealth Management | 1,993 | $433.1K | 0.10% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,788 | $433.0K | 0.11% | +85+5.0% | Added |
| J.Safra Asset Management Corp | 1,786 | $432.9K | 0.02% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,785 | $432.6K | 0.22% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,780 | $431.4K | 0.08% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,779 | $431.2K | 0.07% | −93−5.0% | Reduced |
| MJP Associates Inc | 1,777 | $430.7K | 0.05% | −12−0.7% | Reduced |
| Green Ridge Wealth Planning LLC | 1,775 | $430.2K | 0.22% | +1,775 | New |
| Mitchell Capital Management Co | 1,769 | $428.7K | 0.08% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,768 | $428.5K | 0.02% | +14+0.8% | Added |
| Hickory Point Bank & Trust | 1,766 | $428.0K | 0.31% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,764 | $427.6K | 0.04% | −42−2.3% | Reduced |
| Prelude Capital Management, LLC | 1,756 | $425.6K | 0.03% | −1,221−41.0% | Reduced |
| Journey Advisory Group, LLC | 1,754 | $425.1K | 0.04% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,745 | $422.9K | 0.09% | +1,745 | New |
| Allegiance Financial Group Advisory Services LLC | 1,737 | $421.0K | 0.09% | +505+41.0% | Added |
| Elevatus Welath Management | 1,736 | $420.8K | 0.12% | +744+75.0% | Added |
| Accurate Wealth Management, LLC | 1,686 | $420.4K | 0.05% | +165+10.8% | Added |
| Integrity Alliance, LLC. | 1,727 | $418.6K | 0.02% | +689+66.4% | Added |
| Centurion Wealth Management LLC | 1,725 | $418.1K | 0.09% | +4+0.2% | Added |
| Foster Group, Inc. | 1,720 | $416.9K | 0.01% | +232+15.6% | Added |
| Parisi Gray Wealth Management | 1,718 | $416.5K | 0.09% | +222+14.8% | Added |
| Knightsbridge Asset Management, LLC | 1,718 | $416.4K | 0.07% | +1,718 | New |
| Investor's Fiduciary Advisor Network, LLC | 1,710 | $414.0K | 0.09% | +517+43.3% | Added |
| Flatrock Wealth Partners LLC | 1,695 | $410.9K | 0.20% | +1,695 | New |
| Abner Herrman & Brock LLC | 1,692 | $410.0K | 0.04% | +585+52.8% | Added |
| First Citizens Financial Corp | 1,682 | $407.6K | 0.20% | −393−18.9% | Reduced |
| Asset Advisory Group, Inc. | 1,676 | $406.3K | 0.20% | +1,676 | New |
| Cypress Capital Group | 1,676 | $406.2K | 0.05% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,675 | $406.0K | 0.01% | +304+22.2% | Added |
| Regal Investment Advisors LLC | 1,674 | $405.7K | 0.02% | −141−7.8% | Reduced |
| Hilltop Partners LLC | 1,673 | $405.5K | 0.10% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 1,659 | $402.1K | 0.30% | +1,659 | New |
| Resurgent Financial Advisors LLC | 1,651 | $400.1K | 0.20% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,647 | $399.2K | 0.06% | +1,647 | New |
| Financial Management Professionals, Inc. | 1,647 | $399.2K | 0.04% | +225+15.8% | 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 |
| Dynamic Wealth Strategies, LLC | 1,644 | $398.4K | 0.24% | +305+22.8% | Added |
| Cyndeo Wealth Partners, LLC | 1,643 | $398.2K | 0.02% | +10+0.6% | Added |
| KC Investment Advisors, LLC | 1,642 | $398.0K | 0.10% | +12+0.7% | Added |
| 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 |
| Sentry Investment Management LLC | 1,637 | $397.0K | 0.26% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 1,631 | $395.3K | 0.05% | −24−1.5% | Reduced |
| Strategic Equity Management | 1,625 | $393.8K | 0.13% | −424−20.7% | Reduced |
| D.B. Root & Company, LLC | 1,624 | $393.6K | 0.10% | +51+3.2% | Added |
| AGH Wealth Advisors, LLC | 1,622 | $393.1K | 0.30% | −163−9.1% | Reduced |
| First Financial Group Corp | 1,618 | $392.2K | 0.33% | +2+0.1% | Added |
| LGT Fund Management Co Ltd. | 1,600 | $390.4K | 0.03% | 00.0% | Unchanged |
| Allianz SE | 1,610 | $390.2K | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 1,684 | $389.6K | 0.02% | +423+33.5% | Added |
| Wealth Science Advisors LLC | 1,603 | $388.5K | 0.22% | +1,603 | New |
| Banque Pictet & Cie SA | 1,602 | $388.3K | 0.00% | −378−19.1% | Reduced |
| WoodTrust Financial Corp | 1,601 | $388.0K | 0.05% | 00.0% | Unchanged |