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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 1,813 | $27.0 萬 | 0.05% | +7+0.4% | 加碼 |
| Fortress Wealth Group, LLC | 1,900 | $27.1 萬 | 0.15% | 00.0% | 不變 |
| Mathes Company, Inc. | 1,820 | $27.1 萬 | 0.10% | 00.0% | 不變 |
| Quent Capital, LLC | 1,821 | $27.1 萬 | 0.03% | +2+0.1% | 加碼 |
| StoneX Group Inc. | 1,843 | $27.4 萬 | 0.02% | −407−18.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,845 | $27.5 萬 | 0.03% | −82−4.3% | 減碼 |
| TruWealth Advisors, LLC | 1,858 | $27.7 萬 | 0.02% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 1,863 | $27.7 萬 | 0.15% | +34+1.9% | 加碼 |
| Tobam | 1,878 | $28.0 萬 | 0.03% | 00.0% | 不變 |
| WNY Asset Management, LLC | 1,905 | $28.4 萬 | 0.04% | −475−20.0% | 減碼 |
| Western Financial Corp | 1,908 | $28.4 萬 | 0.17% | +1,908 | 新進 |
| Dorsey & Whitney Trust CO LLC | 1,909 | $28.4 萬 | 0.02% | +15+0.8% | 加碼 |
| Walkner Condon Financial Advisors LLC | 1,915 | $28.5 萬 | 0.06% | +28+1.5% | 加碼 |
| Fulton Breakefield Broenniman LLC | 1,919 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 1,925 | $28.7 萬 | 0.03% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 2,050 | $28.8 萬 | 0.16% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 1,949 | $29.0 萬 | 0.09% | +134+7.4% | 加碼 |
| Capital Wealth Planning, LLC | 1,950 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 1,956 | $29.1 萬 | 0.01% | +51+2.7% | 加碼 |
| Farther Finance Advisors, LLC | 2,017 | $29.3 萬 | 0.02% | −198−8.9% | 減碼 |
| Cim Investment Mangement Inc | 1,970 | $29.3 萬 | 0.09% | 00.0% | 不變 |
| Choate Investment Advisors | 1,974 | $29.4 萬 | 0.01% | −8,925−81.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,979 | $29.5 萬 | 0.04% | −24−1.2% | 減碼 |
| Keel Point, LLC | 1,980 | $29.5 萬 | 0.03% | +125+6.7% | 加碼 |
| Marion Wealth Management | 1,993 | $29.7 萬 | 0.09% | −373−15.8% | 減碼 |
| Legacy Financial Advisors, Inc. | 1,994 | $29.7 萬 | 0.05% | +126+6.7% | 加碼 |
| 1776 Wealth LLC | 2,000 | $29.8 萬 | 0.15% | 00.0% | 不變 |
| Elk River Wealth Management, LLC | 2,000 | $29.8 萬 | 0.06% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 2,001 | $29.8 萬 | 0.03% | 00.0% | 不變 |
| Doliver Advisors, LP | 2,013 | $30.0 萬 | 0.08% | 00.0% | 不變 |
| Greenspring Advisors, LLC | 2,018 | $30.0 萬 | 0.08% | 00.0% | 不變 |
| Sigma Planning Corp | 2,022 | $30.1 萬 | 0.01% | +107+5.6% | 加碼 |
| Romano Brothers and Company | 2,025 | $30.2 萬 | 0.04% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,031 | $30.3 萬 | 0.01% | +897+79.1% | 加碼 |
| Carr Financial Group Corp | 2,041 | $30.4 萬 | 0.10% | +2,041 | 新進 |
| Stock Yards Bank & Trust Co | 2,047 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 2,052 | $30.6 萬 | 0.02% | −811−28.3% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $30.7 萬 | 0.04% | 00.0% | 不變 |
| Probity Advisors, Inc. | 2,063 | $30.7 萬 | 0.06% | −249−10.8% | 減碼 |
| Verition Fund Management LLC | 2,064 | $30.7 萬 | 0.00% | −511−19.8% | 減碼 |
| Ballentine Partners, LLC | 2,067 | $30.8 萬 | 0.01% | +237+13.0% | 加碼 |
| Power Wealth Management LLC | 2,082 | $31.0 萬 | 0.19% | +2,082 | 新進 |
| Clearstead Advisors, LLC | 2,200 | $31.3 萬 | 0.02% | +32+1.5% | 加碼 |
| SageView Advisory Group, LLC | 2,104 | $31.3 萬 | 0.02% | +2,104 | 新進 |
| KG&L Capital Management,LLC | 2,108 | $31.4 萬 | 0.12% | +136+6.9% | 加碼 |
| Fiduciary Trust Co | 2,116 | $31.5 萬 | 0.00% | 00.0% | 不變 |
| Ostrum Asset Management | 2,116 | $31.5 萬 | 0.02% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 2,123 | $31.6 萬 | 0.01% | +2,123 | 新進 |
| IHT Wealth Management, LLC | 2,133 | $31.8 萬 | 0.01% | −21−1.0% | 減碼 |
| InterOcean Capital Group, LLC | 2,134 | $31.8 萬 | 0.01% | −328−13.3% | 減碼 |
| James J. Burns & Company, LLC | 2,200 | $31.8 萬 | 0.11% | −12−0.5% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 2,145 | $31.9 萬 | 0.11% | +9+0.4% | 加碼 |
| Hamilton Capital, LLC | 2,145 | $31.9 萬 | 0.02% | +2,145 | 新進 |
| Brevan Howard Capital Management LP | 2,149 | $32.0 萬 | 0.03% | +454+26.8% | 加碼 |
| Kearns & Associates LLC | 2,170 | $32.3 萬 | 0.25% | 00.0% | 不變 |
| Bowen Hanes & Co Inc | 2,174 | $32.4 萬 | 0.01% | 00.0% | 不變 |
| Sentry Investment Management LLC | 2,174 | $32.4 萬 | 0.13% | +2,174 | 新進 |
| Systematic Alpha Investments, LLC | 2,181 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| Intech Investment Management LLC | 2,198 | $32.7 萬 | 0.00% | −2,516−53.4% | 減碼 |
| Salomon & Ludwin, LLC | 2,199 | $32.7 萬 | 0.03% | +48+2.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 2,207 | $32.9 萬 | 0.02% | −96−4.2% | 減碼 |
| GYL Financial Synergies, LLC | 2,213 | $32.9 萬 | 0.03% | +32+1.5% | 加碼 |
| Marcum Wealth, LLC | 2,216 | $33.0 萬 | 0.03% | +6+0.3% | 加碼 |
| TCG Advisory Services, LLC | 2,224 | $33.1 萬 | 0.02% | +439+24.6% | 加碼 |
| Insigneo Advisory Services, LLC | 2,241 | $33.4 萬 | 0.04% | +160+7.7% | 加碼 |
| Shelton Capital Management | 2,253 | $33.5 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,264 | $33.7 萬 | 0.04% | −82−3.5% | 減碼 |
| Stokes Family Office, LLC | 2,268 | $33.8 萬 | 0.04% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 2,277 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 2,281 | $34.0 萬 | 0.04% | +177+8.4% | 加碼 |
| Gateway Advisory, LLC | 2,285 | $34.0 萬 | 0.06% | +2,285 | 新進 |
| Viawealth, LLC | 2,289 | $34.1 萬 | 0.21% | −90−3.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,300 | $34.2 萬 | 0.01% | +26+1.1% | 加碼 |
| Centaurus Financial, Inc. | 2,323 | $34.6 萬 | 0.02% | −94−3.9% | 減碼 |
| Proficio Capital Partners LLC | 2,324 | $34.6 萬 | 0.04% | +30+1.3% | 加碼 |
| Welch Group, LLC | 2,327 | $34.6 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,411 | $34.7 萬 | 0.01% | −328−12.0% | 減碼 |
| Alhambra Investment Partners LLC | 2,337 | $34.8 萬 | 0.19% | +2,337 | 新進 |
| Capital International Sarl | 2,343 | $34.9 萬 | 0.01% | +2,343 | 新進 |
| Concurrent Investment Advisors, LLC | 2,349 | $35.0 萬 | 0.01% | −138−5.5% | 減碼 |
| Gateway Investment Advisers LLC | 2,402 | $35.8 萬 | 0.00% | −29−1.2% | 減碼 |
| Matrix Asset Advisors Inc | 2,414 | $35.9 萬 | 0.04% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 2,426 | $36.1 萬 | 0.01% | −1,241−33.8% | 減碼 |
| Modera Wealth Management, LLC | 2,443 | $36.4 萬 | 0.01% | −304−11.1% | 減碼 |
| Advisors Asset Management, Inc. | 2,447 | $36.4 萬 | 0.01% | +1,165+90.9% | 加碼 |
| Mount Vernon Associates Inc | 2,450 | $36.5 萬 | 0.31% | 00.0% | 不變 |
| Citizens Financial Group Inc | 2,467 | $36.7 萬 | 0.01% | −1,659−40.2% | 減碼 |
| Plimoth Trust Co LLC | 2,474 | $36.8 萬 | 0.10% | −526−17.5% | 減碼 |
| WSFS Capital Management, LLC | 2,477 | $36.9 萬 | 0.02% | −85−3.3% | 減碼 |
| Cipher Capital LP | 2,503 | $37.3 萬 | 0.17% | +2,503 | 新進 |
| Bank of Stockton | 2,518 | $37.5 萬 | 0.12% | +2,518 | 新進 |
| Silvercrest Asset Management Group LLC | 2,527 | $37.6 萬 | 0.00% | −233−8.4% | 減碼 |
| Riverview Trust Co | 2,536 | $37.8 萬 | 0.29% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 2,542 | $37.8 萬 | 0.02% | +669+35.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 2,549 | $38.0 萬 | 0.03% | +16+0.6% | 加碼 |
| Perigon Wealth Management, LLC | 2,560 | $38.1 萬 | 0.01% | +197+8.3% | 加碼 |
| 626 Financial, LLC | 2,591 | $38.6 萬 | 0.23% | 00.0% | 不變 |
| Symmetry Partners, LLC | 2,591 | $38.6 萬 | 0.03% | 00.0% | 不變 |
| Sutton Place Investors LLC | 2,616 | $38.9 萬 | 0.19% | +2,616 | 新進 |
| Hara Capital LLC | 2,625 | $39.1 萬 | 0.23% | 00.0% | 不變 |