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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 3,964 | $59.0 萬 | 0.03% | −80−2.0% | 減碼 |
| RMR Wealth Builders | 4,000 | $59.6 萬 | 0.07% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 4,006 | $59.6 萬 | 0.53% | −100−2.4% | 減碼 |
| Cigna Investments Inc | 4,005 | $59.7 萬 | 0.11% | −79−1.9% | 減碼 |
| National Asset Management, Inc. | 6,153 | $59.7 萬 | 0.02% | +289+4.9% | 加碼 |
| Sweet Financial Partners, LLC | 4,030 | $60.0 萬 | 0.14% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 4,036 | $60.1 萬 | 0.05% | −193−4.6% | 減碼 |
| Whittier Trust Co | 4,059 | $60.4 萬 | 0.01% | +1,899+87.9% | 加碼 |
| Western Wealth Management, LLC | 4,072 | $60.6 萬 | 0.05% | +190+4.9% | 加碼 |
| SYSTM Wealth Solutions LLC | 4,078 | $60.7 萬 | 0.08% | +161+4.1% | 加碼 |
| Prospera Financial Services Inc | 4,071 | $60.7 萬 | 0.02% | −1,053−20.6% | 減碼 |
| Denali Advisors LLC | 4,100 | $61.0 萬 | 0.18% | −2,300−35.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,115 | $61.3 萬 | 0.02% | −118−2.8% | 減碼 |
| Parkside Financial Bank & Trust | 4,117 | $61.3 萬 | 0.10% | +1,217+42.0% | 加碼 |
| Capstone Investment Advisors, LLC | 4,118 | $61.3 萬 | 0.01% | +1,202+41.2% | 加碼 |
| NorthRock Partners, LLC | 4,192 | $62.4 萬 | 0.02% | +968+30.0% | 加碼 |
| Umb Bank N A | 4,201 | $62.5 萬 | 0.01% | −2,012−32.4% | 減碼 |
| Angeles Investment Advisors, LLC | 4,213 | $62.7 萬 | 0.03% | +171+4.2% | 加碼 |
| LGT Financial Advisors LLC | 4,253 | $63.3 萬 | 0.74% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 4,258 | $63.4 萬 | 0.01% | +958+29.0% | 加碼 |
| South State Corp. | 4,265 | $63.5 萬 | 0.05% | −182−4.1% | 減碼 |
| My Legacy Advisors, LLC | 4,266 | $63.5 萬 | 0.21% | +4,266 | 新進 |
| Franklin Street Advisors Inc | 4,274 | $63.6 萬 | 0.05% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 4,309 | $64.2 萬 | 0.02% | +1,472+51.9% | 加碼 |
| Uncommon Cents Investing LLC | 4,330 | $64.5 萬 | 0.20% | 00.0% | 不變 |
| Marex Group plc | 4,347 | $64.7 萬 | 0.02% | +721+19.9% | 加碼 |
| V-Square Quantitative Management LLC | 4,380 | $65.2 萬 | 0.11% | +1,543+54.4% | 加碼 |
| Duff & Phelps Investment Management Co | 4,404 | $65.6 萬 | 0.01% | +167+3.9% | 加碼 |
| Summit Financial Group Inc | 4,412 | $65.7 萬 | 0.23% | 00.0% | 不變 |
| Eisler Capital (UK) Ltd. | 4,420 | $65.8 萬 | 0.08% | −7,202−62.0% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 4,448 | $66.2 萬 | 0.04% | 00.0% | 不變 |
| Trust Asset Management LLC | 4,466 | $66.5 萬 | 0.06% | 00.0% | 不變 |
| Sky Investment Group LLC | 4,490 | $66.9 萬 | 0.13% | −6−0.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 4,516 | $67.2 萬 | 0.01% | −23−0.5% | 減碼 |
| Donoghue Forlines LLC | 4,579 | $68.2 萬 | 0.19% | −871−16.0% | 減碼 |
| Wedmont Private Capital | 4,758 | $68.3 萬 | 0.05% | +662+16.2% | 加碼 |
| Vantage Consulting Group Inc | 4,618 | $68.8 萬 | 0.44% | +1,974+74.7% | 加碼 |
| Aspen Wealth Strategies, LLC | 4,638 | $69.1 萬 | 0.48% | −516−10.0% | 減碼 |
| Pinebridge Investments, L.P. | 4,695 | $69.9 萬 | 0.01% | −7,878−62.7% | 減碼 |
| Trustmark National Bank Trust Department | 4,696 | $69.9 萬 | 0.06% | +446+10.5% | 加碼 |
| Stony Point Wealth Management Inc. | 4,711 | $70.1 萬 | 0.30% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 4,720 | $70.3 萬 | 0.11% | −1,350−22.2% | 減碼 |
| Independent Advisor Alliance | 4,758 | $70.8 萬 | 0.03% | +250+5.5% | 加碼 |
| Meridian Financial Partners LLC | 5,200 | $70.9 萬 | 0.91% | +210+4.2% | 加碼 |
| Quadrant Capital Group LLC | 4,791 | $71.3 萬 | 0.06% | +57+1.2% | 加碼 |
| Qtron Investments LLC | 4,811 | $71.6 萬 | 0.10% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 4,814 | $71.7 萬 | 0.07% | +19+0.4% | 加碼 |
| Sumitomo Life Insurance Co | 4,815 | $71.7 萬 | 0.02% | −270−5.3% | 減碼 |
| Prudential PLC | 4,833 | $72.0 萬 | 0.01% | −17,890−78.7% | 減碼 |
| First PREMIER Bank | 4,854 | $72.2 萬 | 0.19% | −472−8.9% | 減碼 |
| Axxcess Wealth Management, LLC | 4,869 | $72.5 萬 | 0.02% | −1,484−23.4% | 減碼 |
| VCI Wealth Management LLC | 4,968 | $74.0 萬 | 0.50% | −623−11.1% | 減碼 |
| Valeo Financial Advisors, LLC | 4,997 | $74.4 萬 | 0.03% | −9−0.2% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $74.4 萬 | 0.23% | 00.0% | 不變 |
| City Holding Co | 5,023 | $74.8 萬 | 0.11% | +80+1.6% | 加碼 |
| Neville Rodie & Shaw Inc | 5,105 | $76.0 萬 | 0.06% | −100−1.9% | 減碼 |
| Wealthspire Advisors, LLC | 5,179 | $77.1 萬 | 0.01% | +117+2.3% | 加碼 |
| Forum Financial Management, LP | 5,203 | $77.5 萬 | 0.01% | +6+0.1% | 加碼 |
| AXA S.A. | 5,231 | $77.9 萬 | 0.00% | −8,525−62.0% | 減碼 |
| Regions Financial Corp | 5,250 | $78.2 萬 | 0.01% | +595+12.8% | 加碼 |
| FDx Advisors, Inc. | 5,314 | $79.1 萬 | 0.12% | −9,792−64.8% | 減碼 |
| Northern Financial Advisors Inc | 5,399 | $80.4 萬 | 0.63% | −48−0.9% | 減碼 |
| GWM Advisors LLC | 5,457 | $81.3 萬 | 0.01% | −601−9.9% | 減碼 |
| Hilltop National Bank | 5,489 | $81.7 萬 | 0.28% | +5,489 | 新進 |
| Addison Capital Co | 5,502 | $81.9 萬 | 0.41% | +759+16.0% | 加碼 |
| Plato Investment Management Ltd | 5,519 | $82.2 萬 | 0.08% | +5,381+3,899.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,582 | $83.1 萬 | 0.01% | −2,437−30.4% | 減碼 |
| Graypoint LLC | 5,604 | $83.4 萬 | 0.06% | −274−4.7% | 減碼 |
| Moody National Bank Trust Division | 5,661 | $84.3 萬 | 0.07% | −149−2.6% | 減碼 |
| Wright Investors Service Inc | 5,662 | $84.3 萬 | 0.21% | +5,662 | 新進 |
| Profund Advisors LLC | 5,665 | $84.3 萬 | 0.03% | +166+3.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,713 | $85.1 萬 | 0.05% | −35−0.6% | 減碼 |
| Pettyjohn, Wood & White, Inc | 5,735 | $85.4 萬 | 0.17% | +3,000+109.7% | 加碼 |
| Highlander Capital Management, LLC | 5,800 | $86.4 萬 | 0.30% | 00.0% | 不變 |
| Arden Trust Co | 5,802 | $86.4 萬 | 0.12% | −32−0.5% | 減碼 |
| GLOBALT Investments LLC | 5,881 | $87.6 萬 | 0.03% | +173+3.0% | 加碼 |
| Bank Ozk | 5,939 | $88.4 萬 | 0.40% | −918−13.4% | 減碼 |
| Jeppson Wealth Management, LLC | 5,949 | $88.6 萬 | 0.34% | −218−3.5% | 減碼 |
| Whitener Capital Management, Inc. | 5,951 | $88.6 萬 | 0.29% | −440−6.9% | 減碼 |
| CSS LLC | 5,958 | $88.7 萬 | 0.07% | −42−0.7% | 減碼 |
| Spire Wealth Management | 5,959 | $88.7 萬 | 0.02% | +27+0.5% | 加碼 |
| Salzhauer Michael | 5,991 | $89.2 萬 | 0.72% | −5,571−48.2% | 減碼 |
| Glenview Trust Co | 6,040 | $89.9 萬 | 0.02% | +165+2.8% | 加碼 |
| Northern Oak Wealth Management Inc | 6,067 | $90.3 萬 | 0.11% | +1,811+42.6% | 加碼 |
| Scotia Capital Inc. | 6,138 | $91.4 萬 | 0.01% | +6,138 | 新進 |
| Investment Management Corp of Ontario | 6,153 | $91.6 萬 | 0.03% | −2,800−31.3% | 減碼 |
| Eagle Harbor Asset Management Inc | 6,165 | $91.8 萬 | 0.98% | +19+0.3% | 加碼 |
| Coldstream Capital Management Inc | 6,183 | $92.1 萬 | 0.02% | +113+1.9% | 加碼 |
| Cohen Klingenstein LLC | 6,280 | $93.5 萬 | 0.03% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 6,381 | $95.0 萬 | 0.02% | +129+2.1% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 6,427 | $95.7 萬 | 0.40% | −215−3.2% | 減碼 |
| Sebold Capital Management, Inc. | 6,428 | $95.7 萬 | 0.65% | −570−8.1% | 減碼 |
| Arvest Investments, Inc. | 6,467 | $96.3 萬 | 0.15% | −46−0.7% | 減碼 |
| AIA Group Ltd | 6,495 | $96.7 萬 | 0.03% | +6,495 | 新進 |
| Barden Capital Management, Inc. | 6,541 | $97.4 萬 | 0.94% | −2,320−26.2% | 減碼 |
| Malaga Cove Capital, LLC | 6,546 | $97.5 萬 | 0.40% | 00.0% | 不變 |
| Capital Management Associates | 6,560 | $97.7 萬 | 1.16% | −566−7.9% | 減碼 |
| Prio Wealth Limited Partnership | 6,626 | $98.7 萬 | 0.03% | +1,246+23.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 6,665 | $99.2 萬 | 0.37% | −605−8.3% | 減碼 |
| Apollon Wealth Management, LLC | 6,683 | $99.5 萬 | 0.03% | +410+6.5% | 加碼 |