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 |
|---|---|---|---|---|---|
| FFT Wealth Management LLC | 2,627 | $39.1 萬 | 0.03% | +302+13.0% | 加碼 |
| Trust Point Inc. | 2,645 | $39.4 萬 | 0.03% | +2,645 | 新進 |
| Moneta Group Investment Advisors LLC | 2,646 | $39.4 萬 | 0.01% | +112+4.4% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,651 | $39.5 萬 | 0.07% | −366−12.1% | 減碼 |
| Hartline Investment Corp | 2,651 | $39.5 萬 | 0.07% | +2,651 | 新進 |
| Western Pacific Wealth Management, LP | 2,655 | $39.5 萬 | 0.29% | +190+7.7% | 加碼 |
| Manchester Capital Management LLC | 2,676 | $39.8 萬 | 0.05% | +106+4.1% | 加碼 |
| Sunflower Bank, N.A. | 2,700 | $40.2 萬 | 0.09% | −36−1.3% | 減碼 |
| Parsons Capital Management Inc | 2,724 | $40.6 萬 | 0.03% | +30+1.1% | 加碼 |
| Pointe Capital Management LLC | 2,736 | $40.7 萬 | 0.25% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 2,749 | $40.9 萬 | 0.03% | +176+6.8% | 加碼 |
| Verus Financial Partners, Inc. | 2,764 | $41.2 萬 | 0.05% | −248−8.2% | 減碼 |
| Zullo Investment Group, Inc. | 2,772 | $41.3 萬 | 0.19% | +12+0.4% | 加碼 |
| Crestwood Advisors Group LLC | 2,789 | $41.5 萬 | 0.01% | −6,468−69.9% | 減碼 |
| TD Waterhouse Canada Inc. | 2,737 | $41.6 萬 | 0.00% | −515−15.8% | 減碼 |
| Clarius Group, LLC | 2,816 | $41.9 萬 | 0.03% | −341−10.8% | 減碼 |
| Verdad Advisers, LP | 2,816 | $41.9 萬 | 0.46% | +2,816 | 新進 |
| RSM US Wealth Management LLC | 2,828 | $42.1 萬 | 0.01% | +706+33.3% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 2,829 | $42.1 萬 | 0.03% | +76+2.8% | 加碼 |
| Wolverine Trading, LLC | 2,839 | $42.3 萬 | 0.00% | −42,247−93.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,918 | $43.5 萬 | 0.07% | +339+13.1% | 加碼 |
| AlTi Global, Inc. | 2,933 | $43.7 萬 | 0.01% | +622+26.9% | 加碼 |
| Smartleaf Asset Management LLC | 3,030 | $43.8 萬 | 0.08% | +1,058+53.7% | 加碼 |
| Lester Murray Antman dba SimplyRich | 2,939 | $43.8 萬 | 0.14% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 2,943 | $43.8 萬 | 0.04% | +6+0.2% | 加碼 |
| ProVise Management Group, LLC | 2,950 | $43.9 萬 | 0.04% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 2,950 | $43.9 萬 | 0.26% | +2,950 | 新進 |
| Kathmere Capital Management, LLC | 2,957 | $44.0 萬 | 0.05% | +258+9.6% | 加碼 |
| Balentine LLC | 2,974 | $44.3 萬 | 0.01% | −12−0.4% | 減碼 |
| Checchi Capital Advisers, LLC | 2,980 | $44.4 萬 | 0.03% | +28+0.9% | 加碼 |
| Quotient Wealth Partners, LLC | 2,999 | $44.7 萬 | 0.02% | +1,232+69.7% | 加碼 |
| Hartford Financial Management Inc. | 3,000 | $44.7 萬 | 0.09% | 00.0% | 不變 |
| Cross Staff Investments Inc | 3,000 | $44.7 萬 | 0.38% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 3,018 | $44.9 萬 | 0.03% | −255−7.8% | 減碼 |
| Jump Financial, LLC | 3,054 | $45.5 萬 | 0.01% | +358+13.3% | 加碼 |
| tru Independence LLC | 3,061 | $45.6 萬 | 0.13% | −6−0.2% | 減碼 |
| Montecito Bank & Trust | 3,082 | $45.9 萬 | 0.09% | −439−12.5% | 減碼 |
| Conning Inc. | 3,095 | $46.1 萬 | 0.02% | −120−3.7% | 減碼 |
| Abbrea Capital, LLC | 3,102 | $46.2 萬 | 0.06% | −60−1.9% | 減碼 |
| NBC Securities, Inc. | 3,117 | $46.4 萬 | 0.04% | −295−8.6% | 減碼 |
| Merit Financial Group, LLC | 3,259 | $46.4 萬 | 0.01% | +451+16.1% | 加碼 |
| Vident Advisory, LLC | 3,130 | $46.6 萬 | 0.01% | +238+8.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 3,152 | $46.9 萬 | 0.35% | −234−6.9% | 減碼 |
| Continuum Advisory, LLC | 3,310 | $47.2 萬 | 0.07% | +3,310 | 新進 |
| Atlantic Union Bankshares Corp | 3,170 | $47.2 萬 | 0.04% | 00.0% | 不變 |
| XML Financial, LLC | 3,170 | $47.2 萬 | 0.05% | +3+0.1% | 加碼 |
| Global Trust Asset Management, LLC | 3,175 | $47.3 萬 | 0.19% | −10−0.3% | 減碼 |
| MQS Management LLC | 3,175 | $47.3 萬 | 0.27% | +1,069+50.8% | 加碼 |
| Ingalls & Snyder LLC | 3,190 | $47.5 萬 | 0.02% | 00.0% | 不變 |
| Brighton Jones LLC | 3,196 | $47.6 萬 | 0.02% | +648+25.4% | 加碼 |
| International Assets Investment Management, LLC | 345,961 | $47.7 萬 | 0.05% | +284,999+467.5% | 加碼 |
| Epoch Investment Partners, Inc. | 3,208 | $47.8 萬 | 0.00% | −63−1.9% | 減碼 |
| Aspiriant, LLC | 3,220 | $47.9 萬 | 0.02% | +146+4.7% | 加碼 |
| Diversified Investment Strategies, LLC | 3,227 | $48.0 萬 | 0.32% | 00.0% | 不變 |
| Lincoln National Corp | 3,253 | $48.4 萬 | 0.01% | +429+15.2% | 加碼 |
| Financial Security Advisor, Inc. | 3,255 | $48.5 萬 | 0.17% | +75+2.4% | 加碼 |
| Personal Cfo Solutions, LLC | 3,257 | $48.5 萬 | 0.08% | −88−2.6% | 減碼 |
| Hancock Whitney Corp | 3,295 | $49.1 萬 | 0.02% | −106−3.1% | 減碼 |
| Balyasny Asset Management LLC | 3,305 | $49.2 萬 | 0.00% | +3,305 | 新進 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $49.7 萬 | 0.14% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 3,354 | $49.9 萬 | 0.08% | +1,502+81.1% | 加碼 |
| First National Trust Co | 3,355 | $50.0 萬 | 0.02% | −75−2.2% | 減碼 |
| Stonegate Investment Group, LLC | 3,359 | $50.0 萬 | 0.02% | +117+3.6% | 加碼 |
| Venture Visionary Partners LLC | 3,384 | $50.4 萬 | 0.02% | −13−0.4% | 減碼 |
| Diversify Advisory Services, LLC | 3,469 | $50.4 萬 | 0.03% | +3,469 | 新進 |
| Gryphon Financial Partners LLC | 3,396 | $50.6 萬 | 0.08% | −142−4.0% | 減碼 |
| Integrated Investment Consultants, LLC | 3,403 | $50.7 萬 | 0.14% | +1,699+99.7% | 加碼 |
| Circle Wealth Management, LLC | 3,411 | $50.8 萬 | 0.01% | +10.0% | 加碼 |
| Transcendent Capital Group LLC | 3,421 | $50.9 萬 | 0.30% | −2,024−37.2% | 減碼 |
| Concentric Wealth Management, LLC | 3,434 | $51.1 萬 | 0.14% | 00.0% | 不變 |
| Rockland Trust Co | 3,455 | $51.4 萬 | 0.03% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 3,458 | $51.5 萬 | 0.03% | −8,417−70.9% | 減碼 |
| Americana Partners, LLC | 3,485 | $51.9 萬 | 0.04% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 3,497 | $52.1 萬 | 0.10% | −68−1.9% | 減碼 |
| Connective Portfolio Management, LLC | 3,500 | $52.1 萬 | 0.92% | −2,500−41.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,511 | $52.3 萬 | 0.03% | −1,254−26.3% | 減碼 |
| Fulton Bank, N.A. | 3,528 | $52.5 萬 | 0.02% | −1,095−23.7% | 減碼 |
| St Germain D J Co Inc | 3,541 | $52.7 萬 | 0.03% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 3,544 | $52.8 萬 | 0.05% | −1,698−32.4% | 減碼 |
| FIL Ltd | 3,548 | $52.8 萬 | 0.00% | +3,548 | 新進 |
| Geneos Wealth Management Inc. | 3,576 | $53.2 萬 | 0.02% | −40,727−91.9% | 減碼 |
| Two Sigma Advisers, LP | 3,600 | $53.6 萬 | 0.00% | +3,600 | 新進 |
| Busey Wealth Management | 3,616 | $53.8 萬 | 0.02% | −62−1.7% | 減碼 |
| Brookstone Capital Management | 3,627 | $54.0 萬 | 0.01% | −226−5.9% | 減碼 |
| Armstrong Advisory Group, Inc | 4,136 | $54.2 萬 | 0.05% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 3,667 | $54.6 萬 | 0.03% | +3,667 | 新進 |
| Moors & Cabot, Inc. | 3,677 | $54.7 萬 | 0.03% | −25−0.7% | 減碼 |
| Keybank National Association | 3,708 | $55.2 萬 | 0.00% | −1,028−21.7% | 減碼 |
| RWC Asset Management LLP | 3,716 | $55.3 萬 | 0.03% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 3,743 | $55.7 萬 | 0.06% | +912+32.2% | 加碼 |
| Joule Financial, LLC | 3,799 | $56.6 萬 | 0.23% | +208+5.8% | 加碼 |
| Empower Advisory Group, LLC | 3,815 | $56.8 萬 | 0.00% | +711+22.9% | 加碼 |
| ARGA Investment Management, LP | 3,838 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 3,853 | $57.4 萬 | 0.02% | +194+5.3% | 加碼 |
| ASB Consultores, LLC | 3,864 | $57.5 萬 | 0.15% | +3,864 | 新進 |
| Syon Capital LLC | 3,877 | $57.7 萬 | 0.05% | +129+3.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 3,903 | $58.1 萬 | 0.11% | +23+0.6% | 加碼 |
| Everpar Advisors LLC | 3,908 | $58.2 萬 | 0.35% | −3,297−45.8% | 減碼 |
| GAMMA Investing LLC | 3,911 | $58.2 萬 | 0.12% | +930+31.2% | 加碼 |
| Central Trust Co | 3,931 | $58.5 萬 | 0.01% | −492−11.1% | 減碼 |