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 13 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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 1,154 | $279.7K | 0.06% | +57+5.2% | Added |
| Magnolia Capital Advisors LLC | 1,152 | $279.3K | 0.06% | +1,152 | New |
| WSFS Capital Management, LLC | 1,150 | $278.7K | 0.01% | −310−21.2% | Reduced |
| Rodgers Brothers Inc. | 1,150 | $278.7K | 0.03% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,150 | $278.7K | 0.04% | +1,150 | New |
| New Covenant Trust Company, N.A. | 1,124 | $278.7K | 0.25% | −25−2.2% | Reduced |
| Tradition Wealth Management, LLC | 1,146 | $277.8K | 0.02% | +1,146 | New |
| Tortoise Investment Management, LLC | 1,144 | $277.3K | 0.02% | +106+10.2% | Added |
| Goelzer Investment Management, Inc. | 1,141 | $276.5K | 0.01% | +1,141 | New |
| Warwick Investment Management, Inc. | 1,139 | $276.0K | 0.04% | +1+0.1% | Added |
| Mill Creek Capital Advisors, LLC | 1,138 | $275.8K | 0.01% | +10+0.9% | Added |
| Spectrum Financial Alliance Ltd LLC | 1,131 | $274.1K | 0.05% | −555−32.9% | Reduced |
| Leelyn Smith, LLC | 1,124 | $272.5K | 0.04% | −399−26.2% | Reduced |
| Caliber Wealth Management, LLC | 1,123 | $272.2K | 0.03% | +148+15.2% | Added |
| Retirement Guys Formula LLC | 1,123 | $272.2K | 0.12% | +1,123 | New |
| Plancorp, LLC | 1,118 | $271.0K | 0.01% | −4−0.4% | Reduced |
| Exchange Bank | 1,115 | $270.2K | 0.19% | 00.0% | Unchanged |
| Retireful, LLC | 1,098 | $267.9K | 0.34% | +1,098 | New |
| Spartan Planning & Wealth Management | 1,104 | $267.6K | 0.20% | −16−1.4% | Reduced |
| Brooklyn FI, LLC | 1,104 | $267.6K | 0.06% | −44−3.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,104 | $267.6K | 0.05% | +23+2.1% | Added |
| Michael B. Yongue | 1,101 | $266.8K | 0.18% | −165−13.0% | Reduced |
| Mechanics Bank Trust Department | 1,100 | $266.6K | 0.03% | −54−4.7% | Reduced |
| Nwam LLC | 1,153 | $266.4K | 0.01% | −44−3.7% | Reduced |
| FSM Wealth Advisors, LLC | 1,099 | $266.3K | 0.04% | +17+1.6% | Added |
| LMG Wealth Partners, LLC | 1,090 | $264.2K | 0.05% | −104−8.7% | Reduced |
| Accel Wealth Management | 1,090 | $264.1K | 0.07% | +1+0.1% | Added |
| True Wealth Design, LLC | 1,089 | $263.9K | 0.08% | +132+13.8% | Added |
| Allegheny Financial Group LTD | 1,088 | $263.8K | 0.04% | −73−6.3% | Reduced |
| Birch Capital Management, LLC | 1,088 | $263.7K | 0.13% | −1,629−60.0% | Reduced |
| Canopy Partners, LLC | 1,086 | $263.2K | 0.09% | −17−1.5% | Reduced |
| Charter Capital Management, LLC | 1,082 | $262.2K | 0.14% | −75−6.5% | Reduced |
| Claro Advisors LLC | 1,078 | $261.3K | 0.04% | +1,078 | New |
| Manchester Capital Management LLC | 1,076 | $260.8K | 0.04% | −113−9.5% | Reduced |
| AlphaStar Capital Management, LLC | 1,074 | $260.3K | 0.02% | +1,074 | New |
| TritonPoint Partners, LLC | 1,073 | $260.1K | 0.14% | +1,073 | New |
| Hyperion Capital Advisors LP | 1,071 | $259.6K | 0.13% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,067 | $258.6K | 0.00% | +46+4.5% | Added |
| Private Client Services, LLC | 1,065 | $258.0K | 0.08% | −69−6.1% | Reduced |
| Rathbone Brothers plc | 1,064 | $257.9K | 0.00% | −90−7.8% | Reduced |
| Ariston Services Group | 1,064 | $257.9K | 0.15% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,064 | $257.8K | 0.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,063 | $257.7K | 0.02% | −1,368−56.3% | Reduced |
| Mayport, LLC | 1,063 | $257.6K | 0.05% | −45−4.1% | Reduced |
| Essex LLC | 1,063 | $257.6K | 0.05% | −10−0.9% | Reduced |
| Chico Wealth RIA | 1,062 | $257.4K | 0.17% | +25+2.4% | Added |
| True Link Financial Advisors, LLC | 1,060 | $256.9K | 0.02% | −57−5.1% | Reduced |
| New Hampshire Trust | 1,059 | $256.7K | 0.05% | +1,059 | New |
| Nicholas Hoffman & Company, LLC. | 1,057 | $256.2K | 0.01% | +50+5.0% | Added |
| Camden National Bank | 1,056 | $255.9K | 0.04% | −27−2.5% | Reduced |
| Koshinski Asset Management, Inc. | 1,056 | $255.8K | 0.02% | +1,056 | New |
| VisionPoint Advisory Group, LLC | 1,052 | $255.0K | 0.05% | +88+9.1% | Added |
| Main Street Financial Solutions, LLC | 1,052 | $255.0K | 0.02% | −1,913−64.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,051 | $254.7K | 0.06% | +4+0.4% | Added |
| WealthTrust Axiom LLC | 1,048 | $254.0K | 0.07% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 1,044 | $253.0K | 0.04% | −48,336−97.9% | Reduced |
| Parsonex Advisory Services, Inc. | 1,042 | $252.5K | 0.16% | −11−1.0% | Reduced |
| Aspen Grove Capital, LLC | 1,040 | $252.1K | 0.04% | −11−1.0% | Reduced |
| Main Street Research LLC | 1,033 | $250.4K | 0.01% | +17+1.7% | Added |
| Anchor Investment Management, LLC | 1,032 | $250.1K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 1,031 | $249.9K | 0.00% | −37−3.5% | Reduced |
| Ponta Wealth Partners, LLC | 1,030 | $249.6K | 0.23% | +1,030 | New |
| Sovereign Financial Group, Inc. | 1,028 | $249.1K | 0.04% | +67+7.0% | Added |
| Reflection Asset Management | 1,023 | $247.9K | 0.18% | +1,023 | New |
| Roxbury Financial LLC | 1,023 | $247.9K | 0.22% | +2+0.2% | Added |
| Caitong International Asset Management Co., Ltd | 1,022 | $247.7K | 0.06% | +983+2,520.5% | Added |
| Kraft, Davis & Associates, LLC | 1,070 | $247.3K | 0.06% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,019 | $247.0K | 0.03% | −10−1.0% | Reduced |
| Cullinan Associates Inc | 1,019 | $247.0K | 0.02% | 00.0% | Unchanged |
| United Bank | 1,019 | $247.0K | 0.03% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,019 | $247.0K | 0.05% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 1,019 | $247.0K | 0.05% | 00.0% | Unchanged |
| Curry Webb Wealth Management LLC | 1,016 | $246.2K | 0.12% | +1,016 | New |
| Dunhill Financial, LLC | 1,050 | $246.2K | 0.06% | −42−3.8% | Reduced |
| Newport Capital Group, LLC | 1,014 | $245.7K | 0.15% | +5+0.5% | Added |
| Elyxium Wealth, LLC | 1,009 | $244.6K | 0.07% | +1,009 | New |
| Fiduciary Wealth Partners, LLC | 1,009 | $244.4K | 0.10% | −64−6.0% | Reduced |
| Wellington Grp LLC | 1,008 | $244.3K | 0.08% | +1,008 | New |
| Pathfinder Wealth Consulting, Inc. | 1,007 | $244.0K | 0.15% | +1,007 | New |
| QP Wealth Management, LLC | 1,005 | $243.6K | 0.21% | +1,005 | New |
| LCNB Corp | 1,003 | $243.1K | 0.08% | 00.0% | Unchanged |
| Cypress Capital, LLC | 1,001 | $242.6K | 0.07% | +1,001 | New |
| Private Wealth Partners, LLC | 1,000 | $242.4K | 0.02% | 00.0% | Unchanged |
| W Advisors, LLC | 999 | $242.1K | 0.12% | +2+0.2% | Added |
| Fragasso Group Inc. | 997 | $241.7K | 0.01% | −18−1.8% | Reduced |
| Cohen Capital Management, Inc. | 996 | $241.4K | 0.04% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 995 | $241.1K | 0.07% | −225−18.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 994 | $240.9K | 0.07% | −36,082−97.3% | Reduced |
| Birch Hill Investment Advisors LLC | 993 | $240.7K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 993 | $240.6K | 0.02% | +993 | New |
| Patton Fund Management, Inc. | 992 | $240.4K | 0.03% | −20,581−95.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 992 | $240.4K | 0.13% | +992 | New |
| Quadrant Private Wealth Management, LLC | 991 | $240.1K | 0.04% | +991 | New |
| Horizon Wealth Management, LLC | 988 | $239.6K | 0.04% | +1+0.1% | Added |
| AlphaGrep UK Ltd | 985 | $238.7K | 0.08% | +985 | New |
| Nalls Sherbakoff Group, LLC | 984 | $238.5K | 0.17% | −39−3.8% | Reduced |
| Beacon Financial Group | 983 | $238.3K | 0.02% | +983 | New |
| Apollon Financial, LLC | 981 | $237.8K | 0.03% | +981 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 980 | $237.6K | 0.04% | +980 | New |
| CFS Investment Advisory Services, LLC | 977 | $236.8K | 0.02% | +977 | New |