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 |
|---|---|---|---|---|---|
| Ruggaard & Associates LLC | 1,600 | $387.8K | 0.15% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,600 | $387.8K | 0.16% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 1,598 | $387.3K | 0.14% | +1,598 | New |
| Holistic Planning, LLC | 1,593 | $386.1K | 0.08% | −106−6.2% | Reduced |
| Monument Capital Management | 1,592 | $386.0K | 0.10% | +73+4.8% | Added |
| Auxier Asset Management | 1,590 | $385.4K | 0.05% | +1,590 | New |
| May Hill Capital, LLC | 1,586 | $384.5K | 0.10% | +36+2.3% | Added |
| Proficio Capital Partners LLC | 1,586 | $384.3K | 0.03% | −9−0.6% | Reduced |
| Marco Investment Management LLC | 1,585 | $384.1K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,584 | $383.9K | 0.05% | +25+1.6% | Added |
| Medallion Wealth Advisors, LLC | 1,572 | $380.9K | 0.13% | +1+0.1% | Added |
| Focus Financial Network, Inc. | 1,570 | $380.5K | 0.01% | +43+2.8% | Added |
| Goldstone Financial Group, LLC | 1,564 | $379.0K | 0.04% | +1,564 | New |
| GAM Holding AG | 1,563 | $378.8K | 0.02% | −264−14.4% | Reduced |
| Legacy Private Trust Co. | 1,560 | $378.1K | 0.02% | +321+25.9% | Added |
| First Business Financial Services, Inc. | 1,556 | $377.1K | 0.03% | −400−20.4% | Reduced |
| Patten & Patten Inc | 1,555 | $377.0K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,555 | $377.0K | 0.04% | +376+31.9% | Added |
| RVW Wealth, LLC | 1,553 | $376.4K | 0.03% | +11+0.7% | Added |
| Symphony Financial, Ltd. Co. | 1,550 | $376.0K | 0.05% | +397+34.4% | Added |
| Rosenberg Matthew Hamilton | 1,551 | $375.9K | 0.08% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 1,551 | $375.9K | 0.21% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,544 | $374.2K | 0.12% | −191−11.0% | Reduced |
| Gallacher Capital Management LLC | 1,543 | $374.0K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,541 | $373.5K | 0.01% | −6−0.4% | Reduced |
| 55 North Private Wealth, LLC | 1,535 | $372.0K | 0.10% | +1,535 | New |
| Charter Research & Investment Group, Inc. | 1,534 | $371.8K | 0.25% | 00.0% | Unchanged |
| Mason & Associates Inc | 1,533 | $371.5K | 0.07% | +8+0.5% | Added |
| Kelsey Financial, LLC | 1,531 | $371.1K | 0.32% | +1,531 | New |
| Vicus Capital | 1,531 | $371.0K | 0.03% | −1,735−53.1% | Reduced |
| Elevated Financial Group LLC | 1,530 | $370.8K | 0.13% | +1,530 | New |
| Winthrop Advisory Group LLC | 1,540 | $370.7K | 0.03% | −60−3.8% | Reduced |
| Essex Savings Bank | 1,529 | $370.6K | 0.08% | +9+0.6% | Added |
| URS Advisory LLC | 1,524 | $369.4K | 0.31% | +1,524 | New |
| Red Reef Advisors LLC | 1,521 | $368.6K | 0.38% | +1,521 | New |
| United Advisor Group, LLC | 1,521 | $368.6K | 0.05% | +380+33.3% | Added |
| Berger Financial Group, Inc | 1,515 | $367.1K | 0.02% | +4+0.3% | Added |
| MidFirst Bank | 2,459 | $366.7K | 0.03% | +2,459 | New |
| Guardian Wealth Advisors, LLC | 1,510 | $366.1K | 0.02% | −63−4.0% | Reduced |
| Convergence Financial, LLC | 1,509 | $365.8K | 0.05% | −289−16.1% | Reduced |
| Clear Creek Financial Management, LLC | 1,501 | $363.9K | 0.03% | −2−0.1% | Reduced |
| Passive Capital Management, LLC. | 1,500 | $363.5K | 0.11% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,502 | $363.0K | 0.05% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,494 | $362.0K | 0.12% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,488 | $360.6K | 0.05% | +5+0.3% | Added |
| Renaissance Group LLC | 1,485 | $359.9K | 0.01% | +24+1.6% | Added |
| Arbor Investment Advisors, LLC | 1,482 | $359.3K | 0.05% | −1,383−48.3% | Reduced |
| Charter Oak Capital Management, LLC | 1,482 | $359.1K | 0.03% | −8−0.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,478 | $358.2K | 0.05% | 00.0% | Unchanged |
| Expressive Wealth LLC | 1,477 | $358.0K | 0.39% | +1,477 | New |
| Genesis Private Wealth, LLC | 1,470 | $356.3K | 0.11% | +54+3.8% | Added |
| AF Advisors, Inc. | 1,465 | $355.1K | 0.13% | 00.0% | Unchanged |
| McAdam, LLC | 1,465 | $355.1K | 0.02% | −41−2.7% | Reduced |
| Fortis Capital Management LLC | 1,459 | $353.6K | 0.05% | +1,459 | New |
| Fortress Wealth Group, LLC | 1,614 | $353.3K | 0.13% | +1+0.1% | Added |
| Bell Bank | 1,451 | $351.7K | 0.02% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 1,449 | $351.2K | 0.13% | +1,449 | New |
| Golden State Wealth Management, LLC | 1,448 | $351.1K | 0.04% | −29−2.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,445 | $350.2K | 0.04% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,434 | $347.5K | 0.09% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,434 | $347.5K | 0.08% | −95−6.2% | Reduced |
| Lipe & Dalton | 1,430 | $347.0K | 0.17% | −44−3.0% | Reduced |
| Family Management Corp | 1,429 | $346.3K | 0.04% | +1,429 | New |
| Global Financial Private Client, LLC | 1,426 | $345.6K | 0.12% | +7+0.5% | Added |
| waypoint wealth counsel | 1,425 | $345.4K | 0.13% | +367+34.7% | Added |
| Carr Financial Group Corp | 1,416 | $343.1K | 0.09% | +14+1.0% | Added |
| Searle & Co. | 1,415 | $342.9K | 0.09% | +1,415 | New |
| Ewa, LLC | 1,415 | $342.9K | 0.08% | +101+7.7% | Added |
| Ariadne Wealth Management, LP | 1,654 | $342.2K | 0.14% | +41+2.5% | Added |
| Capital Management Associates, Inc | 1,411 | $342.0K | 0.08% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,406 | $340.8K | 0.03% | +7+0.5% | Added |
| Meyer Handelman Co | 1,404 | $340.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,404 | $340.3K | 0.01% | −38−2.6% | Reduced |
| Studio Investment Management LLC | 1,403 | $340.0K | 0.06% | −71−4.8% | Reduced |
| Investors Asset Management of Georgia Inc | 1,403 | $340.0K | 0.14% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 1,399 | $339.1K | 0.23% | +128+10.1% | Added |
| Colorado Capital Management, Inc. | 1,400 | $339.0K | 0.13% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,398 | $338.7K | 0.05% | +57+4.3% | Added |
| Grove Bank & Trust | 1,396 | $338.3K | 0.04% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 1,395 | $338.1K | 0.35% | +1,395 | New |
| Benin Management CORP | 1,385 | $335.7K | 0.07% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,385 | $335.6K | 0.02% | +1,385 | New |
| Ignite Planners, LLC | 1,532 | $335.4K | 0.05% | +98+6.8% | Added |
| Evernest Financial Advisors, LLC | 1,496 | $333.2K | 0.07% | +1,496 | New |
| Blalock Williams, LLC | 1,374 | $332.9K | 0.27% | −82−5.6% | Reduced |
| Alhambra Investment Partners LLC | 1,369 | $331.8K | 0.15% | +11+0.8% | Added |
| Jacobsen Capital Management | 1,368 | $331.5K | 0.11% | +162+13.4% | Added |
| Lee Danner & Bass Inc | 1,367 | $331.3K | 0.02% | −135−9.0% | Reduced |
| Johnson Financial Group, LLC | 1,367 | $331.3K | 0.02% | +82+6.4% | Added |
| Range Advisory, LLC | 1,366 | $331.0K | 0.09% | +1,366 | New |
| Principle Wealth Partners LLC | 1,362 | $330.0K | 0.02% | +118+9.5% | Added |
| Fort Washington Investment Advisors Inc | 1,358 | $329.1K | 0.00% | +117+9.4% | Added |
| Altus Wealth Group LLC | 1,354 | $328.2K | 0.13% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1,354 | $328.2K | 0.17% | +101+8.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,351 | $327.4K | 0.28% | −4,409−76.5% | Reduced |
| Doheny Asset Management | 1,349 | $327.0K | 0.20% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,343 | $325.5K | 0.03% | +1,343 | New |
| Northwest Bancshares, Inc. | 1,342 | $325.2K | 0.06% | +49+3.8% | Added |
| Eagle Bay Advisors LLC | 1,341 | $324.9K | 0.24% | +115+9.4% | Added |
| Salomon & Ludwin, LLC | 1,294 | $324.2K | 0.03% | −46−3.4% | Reduced |