Capital One Financial Corp
COF- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000927628
近 90 天，Capital One Financial Corp 內部人申報 0 筆公開市場買進、14 筆賣出；2026 年第 2 季末有 2,130 家機構在 13F 申報持有，市值合計 $1,077 億；Oakmark（Harris Associates）、波克夏等 9 位大師持有。
2024 年第 1 季 13F 持有人
Capital One Financial Corp 在 2024/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,166
- 較 2023 年第 4 季 +41 家
- 持有股數
- 3.51 億
- 較 2023 年第 4 季 +1,247 萬 (+3.7%)
- 總市值
- $522.3 億
- 較 2023 年第 4 季 +$77.9 億 (+17.5%)
- 新進機構
- 129
- 另有 416 家加碼
- 清倉機構
- 88
- 另有 410 家減碼
另有 17 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 COF 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,130 | $1,077 億 |
| 2026 年第 1 季 | 2,082 | $964.1 億 |
| 2025 年第 4 季 | 2,212 | $1,330 億 |
| 2025 年第 3 季 | 2,002 | $1,162 億 |
| 2025 年第 2 季 | 1,962 | $1,188 億 |
| 2025 年第 1 季 | 1,403 | $655.1 億 |
| 2024 年第 4 季 | 1,362 | $640.4 億 |
| 2024 年第 3 季 | 1,229 | $520.9 億 |
| 2024 年第 2 季 | 1,202 | $479.5 億 |
| 2024 年第 1 季 | 1,166 | $522.3 億 |
| 2023 年第 4 季 | 1,142 | $448.0 億 |
| 2023 年第 3 季 | 1,011 | $332.9 億 |
| 2023 年第 2 季 | 1,019 | $379.9 億 |
| 2023 年第 1 季 | 1,009 | $330.3 億 |
| 2022 年第 4 季 | 1,026 | $317.3 億 |
| 2022 年第 3 季 | 997 | $314.4 億 |
| 2022 年第 2 季 | 1,023 | $354.8 億 |
| 2022 年第 1 季 | 1,095 | $464.9 億 |
| 2021 年第 4 季 | 1,140 | $534.2 億 |
| 2021 年第 3 季 | 1,107 | $622.0 億 |
| 2021 年第 2 季 | 1,122 | $617.6 億 |
| 2021 年第 1 季 | 1,017 | $523.0 億 |
2024 年第 1 季持有機構
每家機構持有 Capital One Financial Corp 的股數、市值與佔組合比重；股數變化跟 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 1,100 | $16.4 萬 | 0.08% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,117 | $16.6 萬 | 0.00% | −90−7.5% | 減碼 |
| Allianz SE | 1,150 | $17.1 萬 | 0.01% | +1,150 | 新進 |
| GeoWealth Management, LLC | 1,208 | $18.0 萬 | 0.01% | +1,208 | 新進 |
| Peoples Bank | 1,245 | $18.5 萬 | 0.14% | 00.0% | 不變 |
| Heritage Wealth Advisors | 1,285 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| MCF Advisors LLC | 1,311 | $19.5 萬 | 0.02% | −825−38.6% | 減碼 |
| Leonteq Securities AG | 1,336 | $19.9 萬 | 0.03% | −3,703−73.5% | 減碼 |
| TD Private Client Wealth LLC | 1,342 | $20.0 萬 | 0.01% | +769+134.2% | 加碼 |
| CKW Financial Group | 1,375 | $20.0 萬 | 0.03% | 00.0% | 不變 |
| Smithfield Trust Co | 1,334 | $20.0 萬 | 0.01% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 1,355 | $20.2 萬 | 0.02% | +1,355 | 新進 |
| Vicus Capital | 1,361 | $20.3 萬 | 0.02% | +1,361 | 新進 |
| HBW Advisory Services LLC | 1,552 | $20.3 萬 | 0.04% | 00.0% | 不變 |
| Agf Management Ltd | 1,374 | $20.5 萬 | 0.00% | −6,377−82.3% | 減碼 |
| Gallacher Capital Management LLC | 1,377 | $20.5 萬 | 0.10% | −656−32.3% | 減碼 |
| Applied Capital LLC | 1,379 | $20.5 萬 | 0.17% | +1,379 | 新進 |
| Keystone Investors Pte Ltd | 1,392 | $20.7 萬 | 0.02% | +1,392 | 新進 |
| Harvest Fund Management Co., Ltd | 1,398 | $20.8 萬 | 0.02% | +582+71.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,398 | $20.8 萬 | 0.03% | +1,398 | 新進 |
| Guardian Capital Advisors LP | 1,525 | $20.9 萬 | 0.02% | −425−21.8% | 減碼 |
| Deseret Mutual Benefit Administrators | 1,401 | $20.9 萬 | 0.10% | 00.0% | 不變 |
| AJOVista, LLC | 1,404 | $20.9 萬 | 0.57% | 00.0% | 不變 |
| RVW Wealth, LLC | 1,404 | $20.9 萬 | 0.02% | +1,404 | 新進 |
| Schechter Investment Advisors, LLC | 1,408 | $21.0 萬 | 0.02% | +1,408 | 新進 |
| Edge Capital Group, LLC | 1,433 | $21.3 萬 | 0.01% | +1,433 | 新進 |
| Gratus Capital LLC | 1,434 | $21.3 萬 | 0.01% | +1,434 | 新進 |
| Linden Thomas Advisory Services, LLC | 1,434 | $21.4 萬 | 0.03% | −129−8.3% | 減碼 |
| Marathon Capital Management | 1,434 | $21.4 萬 | 0.05% | +1,434 | 新進 |
| Rosenberg Matthew Hamilton | 1,471 | $21.4 萬 | 0.06% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 1,434 | $21.4 萬 | 0.04% | +1,434 | 新進 |
| Portside Wealth Group, LLC | 1,440 | $21.4 萬 | 0.04% | −120−7.7% | 減碼 |
| Private Trust Co NA | 1,441 | $21.5 萬 | 0.02% | −2,265−61.1% | 減碼 |
| Washington Trust Co | 1,446 | $21.5 萬 | 0.01% | −1−0.1% | 減碼 |
| Caldwell Trust Co | 1,452 | $21.6 萬 | 0.03% | +280+23.9% | 加碼 |
| MONECO Advisors, LLC | 1,461 | $21.8 萬 | 0.03% | +1,461 | 新進 |
| Richardson Financial Services Inc. | 1,470 | $21.9 萬 | 0.15% | +1,470 | 新進 |
| Hamilton Point Investment Advisors, LLC | 1,478 | $22.0 萬 | 0.04% | +1,478 | 新進 |
| Princeton Global Asset Management LLC | 1,495 | $22.3 萬 | 0.05% | −32−2.1% | 減碼 |
| LS Investment Advisors, LLC | 1,496 | $22.3 萬 | 0.04% | +1,496 | 新進 |
| FourThought Financial Partners, LLC | 1,500 | $22.3 萬 | 0.03% | +1,500 | 新進 |
| Hyperion Capital Advisors LP | 1,501 | $22.3 萬 | 0.11% | +1,501 | 新進 |
| LifePlan Financial, LLC | 1,503 | $22.4 萬 | 0.21% | −43−2.8% | 減碼 |
| Dillon & Associates Inc | 1,500 | $22.4 萬 | 0.04% | +1,500 | 新進 |
| Buckingham Strategic Wealth, LLC | 1,505 | $22.4 萬 | 0.00% | +1,505 | 新進 |
| Trust Co of Virginia | 1,506 | $22.4 萬 | 0.02% | +1,506 | 新進 |
| Main Street Research LLC | 1,519 | $22.6 萬 | 0.02% | +1,519 | 新進 |
| Summit Financial, LLC | 1,522 | $22.7 萬 | 0.01% | +1,522 | 新進 |
| IMS Capital Management | 1,530 | $22.8 萬 | 0.11% | +1,530 | 新進 |
| Charter Research & Investment Group, Inc. | 1,534 | $22.8 萬 | 0.18% | 00.0% | 不變 |
| Wealth Alliance | 1,543 | $23.0 萬 | 0.03% | +1,543 | 新進 |
| First Trust Investment Solutions L.P. | 1,544 | $23.0 萬 | 0.04% | +1,544 | 新進 |
| Arkadios Wealth Advisors | 1,557 | $23.2 萬 | 0.02% | −318−17.0% | 減碼 |
| Seven Mile Advisory | 1,561 | $23.2 萬 | 0.18% | +17+1.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 1,569 | $23.4 萬 | 0.01% | +1,569 | 新進 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,570 | $23.4 萬 | 0.14% | 00.0% | 不變 |
| Paragon Private Wealth Management, LLC | 1,572 | $23.4 萬 | 0.14% | +1,572 | 新進 |
| Mission Creek Capital Partners, Inc. | 1,575 | $23.5 萬 | 0.06% | −650−29.2% | 減碼 |
| Cypress Capital Group | 1,576 | $23.5 萬 | 0.03% | +25+1.6% | 加碼 |
| Benjamin Edwards Inc | 1,591 | $23.7 萬 | 0.05% | +704+79.4% | 加碼 |
| AA Financial Advisors, LLC | 1,597 | $23.8 萬 | 0.10% | +1,597 | 新進 |
| Ruggaard & Associates LLC | 1,600 | $23.8 萬 | 0.11% | −12−0.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 1,602 | $23.9 萬 | 0.01% | −93−5.5% | 減碼 |
| PFG Investments, LLC | 1,606 | $23.9 萬 | 0.01% | +1,606 | 新進 |
| Capital Advisors, Ltd. LLC | 1,609 | $24.0 萬 | 0.03% | +7+0.4% | 加碼 |
| Strategic Equity Management | 1,625 | $24.2 萬 | 0.20% | 00.0% | 不變 |
| Money Concepts Capital Corp | 1,627 | $24.2 萬 | 0.02% | −120−6.9% | 減碼 |
| WoodTrust Financial Corp | 1,630 | $24.3 萬 | 0.04% | +29+1.8% | 加碼 |
| Hilltop Partners LLC | 1,635 | $24.3 萬 | 0.09% | +1,635 | 新進 |
| Fiduciary Family Office, LLC | 1,639 | $24.4 萬 | 0.10% | −150−8.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 1,650 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| Asset Allocation Strategies LLC | 1,655 | $24.6 萬 | 0.09% | +1,655 | 新進 |
| Prossimo Advisors, LLC | 1,665 | $24.8 萬 | 0.48% | +1,665 | 新進 |
| PDS Planning, Inc | 1,666 | $24.8 萬 | 0.03% | +46+2.8% | 加碼 |
| Sage Mountain Advisors LLC | 1,672 | $24.9 萬 | 0.03% | +1,672 | 新進 |
| Chicago Partners Investment Group LLC | 1,691 | $25.0 萬 | 0.01% | +67+4.1% | 加碼 |
| Ziegler Capital Management, LLC | 1,680 | $25.0 萬 | 0.01% | −53−3.1% | 減碼 |
| Studio Investment Management LLC | 1,684 | $25.1 萬 | 0.06% | +147+9.6% | 加碼 |
| Global Retirement Partners, LLC | 1,685 | $25.1 萬 | 0.01% | +441+35.5% | 加碼 |
| Partners in Financial Planning | 1,686 | $25.1 萬 | 0.06% | 00.0% | 不變 |
| SpiderRock Advisors, LLC | 1,855 | $25.3 萬 | 0.01% | +1,855 | 新進 |
| Change Path, LLC | 1,697 | $25.3 萬 | 0.01% | −782−31.5% | 減碼 |
| Legacy Capital Group California, Inc. | 1,701 | $25.3 萬 | 0.09% | −24−1.4% | 減碼 |
| Heartwood Wealth Advisors LLC | 1,704 | $25.4 萬 | 0.03% | 00.0% | 不變 |
| Advisory Alpha, LLC | 1,707 | $25.4 萬 | 0.01% | +1,707 | 新進 |
| Drive Wealth Management, LLC | 1,721 | $25.6 萬 | 0.07% | +7+0.4% | 加碼 |
| Aaron Wealth Advisors | 1,731 | $25.8 萬 | 0.04% | +1,731 | 新進 |
| Independent Financial Group, LLC | 1,733 | $25.8 萬 | 0.01% | +144+9.1% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 1,744 | $26.0 萬 | 0.11% | +1,744 | 新進 |
| CVA Family Office, LLC | 1,753 | $26.1 萬 | 0.05% | +4+0.2% | 加碼 |
| Penserra Capital Management LLC | 1,767 | $26.2 萬 | 0.00% | −1,669−48.6% | 減碼 |
| Harbour Trust & Investment Management Co | 1,760 | $26.2 萬 | 0.03% | −100−5.4% | 減碼 |
| Roman Butler Fullerton & Co | 1,783 | $26.3 萬 | 0.10% | +71+4.1% | 加碼 |
| Foundations Investment Advisors, LLC | 1,776 | $26.4 萬 | 0.01% | −272−13.3% | 減碼 |
| Dynamic Wealth Strategies, LLC | 1,781 | $26.5 萬 | 0.23% | −62−3.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 1,788 | $26.6 萬 | 0.01% | +1,788 | 新進 |
| WMS Partners, LLC | 1,788 | $26.6 萬 | 0.02% | +51+2.9% | 加碼 |
| NewEdge Wealth, LLC | 1,887 | $26.8 萬 | 0.01% | +1,887 | 新進 |
| Fundamentun, LLC | 1,806 | $26.9 萬 | 0.03% | +1,806 | 新進 |
| Evergreen Wealth Solutions, LLC | 1,813 | $27.0 萬 | 0.20% | −283−13.5% | 減碼 |