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 2 季 13F 持有人
Capital One Financial Corp 在 2024/6/30 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
- 1,202
- 較 2024 年第 1 季 +53 家
- 持有股數
- 3.47 億
- 較 2024 年第 1 季 −362.2 萬 (−1.0%)
- 總市值
- $479.5 億
- 較 2024 年第 1 季 −$41.8 億 (−8.0%)
- 新進機構
- 126
- 另有 455 家加碼
- 清倉機構
- 73
- 另有 425 家減碼
另有 17 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Change Path, LLC | 1,789 | $24.8 萬 | 0.01% | +92+5.4% | 加碼 |
| New Century Financial Group, LLC | 1,794 | $24.8 萬 | 0.11% | +1,794 | 新進 |
| Mathes Company, Inc. | 1,800 | $24.9 萬 | 0.09% | −20−1.1% | 減碼 |
| Lockerman Financial Group, Inc. | 1,800 | $24.9 萬 | 0.45% | +1,800 | 新進 |
| Independent Financial Group, LLC | 1,802 | $24.9 萬 | 0.01% | +69+4.0% | 加碼 |
| PDS Planning, Inc | 1,804 | $25.0 萬 | 0.03% | +138+8.3% | 加碼 |
| Sentry Investment Management LLC | 1,804 | $25.0 萬 | 0.11% | −370−17.0% | 減碼 |
| Sigma Planning Corp | 1,808 | $25.0 萬 | 0.01% | −214−10.6% | 減碼 |
| Alpine Global Management, LLC | 1,811 | $25.1 萬 | 0.04% | +1,811 | 新進 |
| Hancock Whitney Corp | 1,828 | $25.3 萬 | 0.01% | −1,467−44.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,845 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| Quent Capital, LLC | 1,859 | $25.7 萬 | 0.03% | +38+2.1% | 加碼 |
| Blue Barn Wealth, LLC | 1,865 | $25.8 萬 | 0.14% | +2+0.1% | 加碼 |
| Romano Brothers and Company | 1,875 | $26.0 萬 | 0.04% | −150−7.4% | 減碼 |
| Fundamentun, LLC | 1,892 | $26.2 萬 | 0.02% | +86+4.8% | 加碼 |
| Chicago Partners Investment Group LLC | 1,728 | $26.3 萬 | 0.01% | +37+2.2% | 加碼 |
| Advus Financial Partners, LLC | 1,911 | $26.5 萬 | 0.08% | −38−1.9% | 減碼 |
| Fulton Breakefield Broenniman LLC | 1,919 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 1,925 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 1,928 | $26.7 萬 | 0.02% | +19+1.0% | 加碼 |
| StoneX Group Inc. | 1,934 | $26.8 萬 | 0.02% | +91+4.9% | 加碼 |
| Doliver Advisors, LP | 1,943 | $26.9 萬 | 0.08% | −70−3.5% | 減碼 |
| Blueshift Asset Management, LLC | 1,945 | $26.9 萬 | 0.09% | +1,945 | 新進 |
| Probity Advisors, Inc. | 1,947 | $27.0 萬 | 0.06% | −116−5.6% | 減碼 |
| Atlas Capital Advisors LLC | 1,953 | $27.0 萬 | 0.04% | +1,494+325.5% | 加碼 |
| Cim Investment Mangement Inc | 1,957 | $27.1 萬 | 0.08% | −13−0.7% | 減碼 |
| Paragon Capital Management Ltd | 1,959 | $27.1 萬 | 0.05% | +146+8.1% | 加碼 |
| Ostrum Asset Management | 1,963 | $27.2 萬 | 0.02% | −153−7.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 1,965 | $27.2 萬 | 0.05% | −29−1.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,976 | $27.4 萬 | 0.04% | −3−0.2% | 減碼 |
| Capital Investment Advisors, LLC | 1,983 | $27.5 萬 | 0.01% | +27+1.4% | 加碼 |
| Schechter Investment Advisors, LLC | 1,987 | $27.5 萬 | 0.02% | +579+41.1% | 加碼 |
| TruWealth Advisors, LLC | 1,990 | $27.5 萬 | 0.02% | +132+7.1% | 加碼 |
| Chemistry Wealth Management LLC | 1,990 | $27.6 萬 | 0.07% | +1,990 | 新進 |
| Marion Wealth Management | 1,993 | $27.6 萬 | 0.08% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 1,900 | $27.6 萬 | 0.14% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 1,997 | $27.7 萬 | 0.07% | +1,997 | 新進 |
| 1776 Wealth LLC | 2,000 | $27.7 萬 | 0.12% | 00.0% | 不變 |
| Elk River Wealth Management, LLC | 2,000 | $27.7 萬 | 0.05% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 2,001 | $27.7 萬 | 0.03% | 00.0% | 不變 |
| Greenspring Advisors, LLC | 2,018 | $27.9 萬 | 0.07% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 2,047 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Carr Financial Group Corp | 2,050 | $28.4 萬 | 0.09% | +9+0.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 2,052 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Aaron Wealth Advisors | 2,057 | $28.5 萬 | 0.04% | +326+18.8% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 2,060 | $28.5 萬 | 0.03% | 00.0% | 不變 |
| WMS Partners, LLC | 2,077 | $28.8 萬 | 0.02% | +289+16.2% | 加碼 |
| Paloma Partners Management Co | 2,100 | $29.1 萬 | 0.03% | +2,100 | 新進 |
| Choate Investment Advisors | 2,104 | $29.1 萬 | 0.01% | +130+6.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 2,108 | $29.2 萬 | 0.01% | −241−10.3% | 減碼 |
| Alhambra Investment Partners LLC | 2,128 | $29.5 萬 | 0.16% | −209−8.9% | 減碼 |
| IHT Wealth Management, LLC | 2,138 | $29.6 萬 | 0.01% | +5+0.2% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 2,154 | $29.8 萬 | 0.10% | +9+0.4% | 加碼 |
| Gitterman Wealth Management, LLC | 2,165 | $30.0 萬 | 0.12% | +2,165 | 新進 |
| Kearns & Associates LLC | 2,170 | $30.0 萬 | 0.22% | 00.0% | 不變 |
| Bowen Hanes & Co Inc | 2,174 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 2,175 | $30.1 萬 | 0.22% | +705+48.0% | 加碼 |
| Systematic Alpha Investments, LLC | 2,181 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| Fiduciary Trust Co | 2,197 | $30.4 萬 | 0.00% | +81+3.8% | 加碼 |
| GYL Financial Synergies, LLC | 2,209 | $30.6 萬 | 0.02% | −4−0.2% | 減碼 |
| James J. Burns & Company, LLC | 2,212 | $30.7 萬 | 0.06% | +12+0.5% | 加碼 |
| Gateway Investment Advisers LLC | 2,228 | $30.8 萬 | 0.00% | −174−7.2% | 減碼 |
| TCG Advisory Services, LLC | 2,237 | $31.0 萬 | 0.01% | +13+0.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 2,239 | $31.0 萬 | 0.01% | +32+1.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,243 | $31.1 萬 | 0.03% | −21−0.9% | 減碼 |
| Plimoth Trust Co LLC | 2,244 | $31.1 萬 | 0.08% | −230−9.3% | 減碼 |
| Shelton Capital Management | 2,253 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Haverford Trust Co | 2,254 | $31.2 萬 | 0.00% | +2,254 | 新進 |
| TD Waterhouse Canada Inc. | 2,237 | $31.3 萬 | 0.00% | −500−18.3% | 減碼 |
| Naples Global Advisors, LLC | 2,267 | $31.4 萬 | 0.03% | −10−0.4% | 減碼 |
| IFP Advisors, Inc | 2,265 | $31.4 萬 | 0.01% | +234+11.5% | 加碼 |
| Kovack Advisors, Inc. | 2,288 | $31.7 萬 | 0.03% | +7+0.3% | 加碼 |
| Marcum Wealth, LLC | 2,295 | $31.8 萬 | 0.03% | +79+3.6% | 加碼 |
| Viawealth, LLC | 2,295 | $31.8 萬 | 0.20% | +6+0.3% | 加碼 |
| Wolverine Trading, LLC | 2,304 | $31.9 萬 | 0.01% | −535−18.8% | 減碼 |
| Callan Family Office, LLC | 2,310 | $32.0 萬 | 0.06% | +2,310 | 新進 |
| Stokes Family Office, LLC | 2,319 | $32.1 萬 | 0.04% | +51+2.2% | 加碼 |
| Welch Group, LLC | 2,327 | $32.2 萬 | 0.02% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 2,337 | $32.4 萬 | 0.02% | −140−5.7% | 減碼 |
| LRI Investments, LLC | 2,360 | $32.7 萬 | 0.04% | +2,192+1,304.8% | 加碼 |
| Proficio Capital Partners LLC | 2,360 | $32.7 萬 | 0.03% | +36+1.5% | 加碼 |
| Trust Point Inc. | 2,391 | $33.1 萬 | 0.03% | −254−9.6% | 減碼 |
| Ameritas Advisory Services, LLC | 2,411 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 2,414 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Cooper Financial Group | 2,417 | $33.5 萬 | 0.05% | +2,417 | 新進 |
| Modera Wealth Management, LLC | 2,420 | $33.5 萬 | 0.00% | −23−0.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,427 | $33.6 萬 | 0.02% | −1,084−30.9% | 減碼 |
| Farther Finance Advisors, LLC | 2,421 | $33.8 萬 | 0.02% | +404+20.0% | 加碼 |
| Mount Vernon Associates Inc | 2,450 | $33.9 萬 | 0.30% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 2,588 | $34.0 萬 | 0.04% | +347+15.5% | 加碼 |
| Riverview Trust Co | 2,536 | $35.1 萬 | 0.33% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 2,545 | $35.2 萬 | 0.03% | −4−0.2% | 減碼 |
| Strategic Equity Management | 2,557 | $35.4 萬 | 0.23% | +932+57.4% | 加碼 |
| Perigon Wealth Management, LLC | 2,564 | $35.5 萬 | 0.01% | +4+0.2% | 加碼 |
| 626 Financial, LLC | 2,591 | $35.9 萬 | 0.21% | 00.0% | 不變 |
| Symmetry Partners, LLC | 2,591 | $35.9 萬 | 0.02% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 2,605 | $36.1 萬 | 0.09% | −95−3.5% | 減碼 |
| iA Global Asset Management Inc. | 2,609 | $36.1 萬 | 0.01% | −10,764−80.5% | 減碼 |
| Hara Capital LLC | 2,625 | $36.3 萬 | 0.23% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 2,627 | $36.4 萬 | 0.00% | +100+4.0% | 加碼 |