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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 14,737 | $3.57M | 0.07% | −1,517−9.3% | Reduced |
| Atomi Financial Group, Inc. | 14,716 | $3.57M | 0.11% | −10,595−41.9% | Reduced |
| Farther Finance Advisors, LLC | 14,659 | $3.55M | 0.04% | +6,395+77.4% | Added |
| Trustmark National Bank Trust Department | 14,615 | $3.54M | 0.22% | −6,575−31.0% | Reduced |
| Apollon Wealth Management, LLC | 14,531 | $3.52M | 0.06% | +514+3.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 14,516 | $3.52M | 0.26% | −1,820−11.1% | Reduced |
| Round Rock Advisors, LLC | 14,508 | $3.52M | 0.53% | +25+0.2% | Added |
| Vestcor Inc | 14,349 | $3.48M | 0.10% | −1,564−9.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,933 | $3.46M | 0.03% | −174−1.1% | Reduced |
| Griffin Asset Management, Inc. | 14,175 | $3.44M | 0.37% | −522−3.6% | Reduced |
| Hilltop Holdings Inc. | 14,144 | $3.43M | 0.21% | −1,733−10.9% | Reduced |
| Fidelis Capital Partners, LLC | 14,025 | $3.40M | 0.25% | −168−1.2% | Reduced |
| Warren Averett Asset Management, LLC | 13,995 | $3.39M | 0.03% | +7,056+101.7% | Added |
| Kennondale Capital Management LLC | 13,988 | $3.39M | 2.49% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 13,956 | $3.38M | 1.98% | 00.0% | Unchanged |
| LSV Asset Management | 13,818 | $3.35M | 0.01% | +2,200+18.9% | Added |
| Garrett Investment Advisors LLC | 13,767 | $3.34M | 0.26% | +34+0.2% | Added |
| Prospera Financial Services Inc | 13,749 | $3.34M | 0.05% | +1,701+14.1% | Added |
| Permanent Capital Management, LP | 13,719 | $3.32M | 0.65% | +759+5.9% | Added |
| Dockside LLC | 13,716 | $3.32M | 0.85% | +13,716 | New |
| Aviance Capital Partners, LLC | 13,713 | $3.32M | 0.38% | −546−3.8% | Reduced |
| Shelton Capital Management | 13,663 | $3.31M | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 13,533 | $3.28M | 0.06% | −738−5.2% | Reduced |
| IMA Wealth, Inc. | 13,482 | $3.27M | 0.31% | −322−2.3% | Reduced |
| Perigon Wealth Management, LLC | 13,422 | $3.25M | 0.06% | +1,552+13.1% | Added |
| Dynasty Wealth Management, LLC | 13,410 | $3.25M | 0.03% | +1,660+14.1% | Added |
| Smartleaf Asset Management LLC | 13,197 | $3.22M | 0.12% | +1,983+17.7% | Added |
| Integrated Wealth Concepts LLC | 13,224 | $3.21M | 0.04% | −26,063−66.3% | Reduced |
| Independent Financial Group, LLC | 13,159 | $3.19M | 0.07% | −286−2.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 13,134 | $3.18M | 1.29% | +163+1.3% | Added |
| Krilogy Financial LLC | 14,358 | $3.16M | 0.11% | +7,892+122.1% | Added |
| Umb Bank N A | 12,995 | $3.15M | 0.04% | +338+2.7% | Added |
| Sowell Financial Services LLC | 12,962 | $3.14M | 0.12% | −22−0.2% | Reduced |
| Salzhauer Michael | 12,868 | $3.12M | 1.38% | −1,636−11.3% | Reduced |
| Legato Capital Management LLC | 12,678 | $3.07M | 0.26% | 00.0% | Unchanged |
| Syon Capital LLC | 12,655 | $3.07M | 0.15% | +1,224+10.7% | Added |
| Duncker Streett & Co Inc | 12,567 | $3.05M | 0.54% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 12,478 | $3.02M | 0.07% | +944+8.2% | Added |
| Twin Capital Management Inc | 12,437 | $3.01M | 0.37% | −79−0.6% | Reduced |
| Regions Financial Corp | 12,417 | $3.01M | 0.02% | −463−3.6% | Reduced |
| Peloton Wealth Strategists | 12,250 | $2.97M | 1.15% | −65−0.5% | Reduced |
| Aaron Wealth Advisors | 12,150 | $2.94M | 0.16% | +1,684+16.1% | Added |
| V-Square Quantitative Management LLC | 12,120 | $2.94M | 0.31% | −1,119−8.5% | Reduced |
| Carmel Capital Partners, LLC | 12,022 | $2.91M | 1.02% | +4,789+66.2% | Added |
| Cumberland Partners Ltd | 12,000 | $2.91M | 0.18% | +4,500+60.0% | Added |
| Vectors Research Management, LLC | 11,940 | $2.89M | 0.88% | −14−0.1% | Reduced |
| Peddock Capital Advisors, LLC | 11,919 | $2.89M | 0.61% | −323−2.6% | Reduced |
| Vision Capital Management, Inc. | 11,892 | $2.88M | 0.35% | −214−1.8% | Reduced |
| Z3 Capital Partners, LLC | 11,744 | $2.85M | 0.68% | +11,744 | New |
| Consolidated Planning Corp | 11,688 | $2.83M | 0.29% | +1,022+9.6% | Added |
| Fiduciary Alliance LLC | 11,672 | $2.83M | 0.18% | −80−0.7% | Reduced |
| 3Chopt Investment Partners, LLC | 11,636 | $2.82M | 0.63% | −67−0.6% | Reduced |
| Sumitomo Life Insurance Co | 11,632 | $2.82M | 0.08% | +100+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 11,588 | $2.81M | 0.03% | +341+3.0% | Added |
| Chicago Partners Investment Group LLC | 12,767 | $2.77M | 0.07% | +3,427+36.7% | Added |
| Dumont & Blake Investment Advisors LLC | 11,322 | $2.74M | 0.66% | +19+0.2% | Added |
| Permanens Capital L.P. | 11,278 | $2.73M | 0.36% | +11,278 | New |
| VestGen Advisors, LLC | 11,212 | $2.72M | 0.12% | −4,010−26.3% | Reduced |
| Culbertson A N & Co Inc | 11,190 | $2.71M | 0.37% | −175−1.5% | Reduced |
| Verition Fund Management LLC | 11,179 | $2.71M | 0.01% | −40,185−78.2% | Reduced |
| NewEdge Wealth, LLC | 11,162 | $2.71M | 0.03% | +5,069+83.2% | Added |
| HM Payson & Co | 11,136 | $2.70M | 0.04% | −1,426−11.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,124 | $2.70M | 0.15% | 00.0% | Unchanged |
| Trust Investment Advisors | 11,012 | $2.67M | 1.42% | +77+0.7% | Added |
| Helix Partners Management LP | 11,000 | $2.67M | 1.65% | +11,000 | New |
| Meeder Asset Management Inc | 10,911 | $2.64M | 0.14% | −107,599−90.8% | Reduced |
| EP Wealth Advisors, LLC | 10,863 | $2.63M | 0.01% | +10,863 | New |
| Horizon Investment Services, LLC | 10,820 | $2.62M | 0.94% | +7,085+189.7% | Added |
| Bridges Investment Management Inc | 10,806 | $2.62M | 0.03% | −445−4.0% | Reduced |
| Advisors Capital Management, LLC | 10,708 | $2.60M | 0.03% | −6−0.1% | Reduced |
| Wedmont Private Capital | 10,206 | $2.58M | 0.09% | +622+6.5% | Added |
| Gladstone Institutional Advisory LLC | 10,587 | $2.57M | 0.10% | −1,854−14.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,569 | $2.56M | 0.05% | +31+0.3% | Added |
| Ballentine Partners, LLC | 10,490 | $2.54M | 0.04% | −264−2.5% | Reduced |
| Somerset Trust Co | 10,486 | $2.54M | 0.78% | −341−3.1% | Reduced |
| J.W. Cole Advisors, Inc. | 14,795 | $2.54M | 0.06% | −3,492−19.1% | Reduced |
| 17 Capital Partners, LLC | 10,413 | $2.52M | 1.31% | +40.0% | Added |
| Dynamic Advisor Solutions LLC | 10,362 | $2.51M | 0.08% | −437−4.0% | Reduced |
| Simon Quick Advisors, LLC | 10,342 | $2.51M | 0.11% | +693+7.2% | Added |
| Regatta Capital Group, LLC | 10,322 | $2.50M | 0.38% | +22+0.2% | Added |
| Pinnbrook Capital Management LP | 10,293 | $2.49M | 0.64% | +10,293 | New |
| Burke & Herbert Bank & Trust Co | 10,277 | $2.49M | 0.69% | −40−0.4% | Reduced |
| IFG Advisors, LLC | 10,220 | $2.48M | 0.41% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10,186 | $2.47M | 0.06% | −59−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 10,146 | $2.46M | 0.05% | +692+7.3% | Added |
| Prime Capital Investment Advisors, LLC | 10,118 | $2.45M | 0.03% | −301−2.9% | Reduced |
| Tema ETFs LLC | 10,086 | $2.44M | 0.19% | −28−0.3% | Reduced |
| TCW Group Inc | 10,047 | $2.43M | 0.02% | +10,047 | New |
| American Assets Inc | 10,000 | $2.42M | 0.77% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 9,994 | $2.42M | 1.12% | +26+0.3% | Added |
| Saba Capital Management, L.P. | 9,993 | $2.42M | 0.08% | +9,993 | New |
| Argent Trust Co | 9,976 | $2.42M | 0.08% | −406−3.9% | Reduced |
| City Holding Co | 9,902 | $2.40M | 0.30% | +2,123+27.3% | Added |
| Ameritas Advisory Services, LLC | 9,890 | $2.40M | 0.09% | +8,563+645.3% | Added |
| Tandem Capital Management Corp | 9,870 | $2.39M | 1.09% | +2,922+42.1% | Added |
| Meiji Yasuda Life Insurance Co | 9,852 | $2.39M | 0.07% | +4,680+90.5% | Added |
| Fortem Financial Group, LLC | 9,733 | $2.36M | 0.63% | +1,554+19.0% | Added |
| Harbor Investment Advisory, LLC | 9,698 | $2.35M | 0.18% | +2,466+34.1% | Added |
| Brooks, Moore & Associates, Inc. | 9,690 | $2.35M | 1.15% | +2,123+28.1% | Added |
| Siemens Fonds Invest GmbH | 9,600 | $2.34M | 0.12% | +673+7.5% | Added |