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 2,129 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 4 季 13F 持有人
Capital One Financial Corp 在 2024/12/31 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
- 1,361
- 較 2024 年第 3 季 +155 家
- 持有股數
- 3.60 億
- 較 2024 年第 3 季 +1,338 萬 (+3.9%)
- 總市值
- $640.4 億
- 較 2024 年第 3 季 +$120.8 億 (+23.3%)
- 新進機構
- 236
- 另有 459 家加碼
- 清倉機構
- 81
- 另有 465 家減碼
另有 22 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 | 2,129 | $1,077 億 |
| 2026 年第 1 季 | 2,081 | $964.1 億 |
| 2025 年第 4 季 | 2,211 | $1,330 億 |
| 2025 年第 3 季 | 2,001 | $1,162 億 |
| 2025 年第 2 季 | 1,961 | $1,188 億 |
| 2025 年第 1 季 | 1,402 | $655.1 億 |
| 2024 年第 4 季 | 1,361 | $640.4 億 |
| 2024 年第 3 季 | 1,228 | $520.9 億 |
| 2024 年第 2 季 | 1,201 | $479.5 億 |
| 2024 年第 1 季 | 1,165 | $522.3 億 |
| 2023 年第 4 季 | 1,141 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 4,563 | $81.4 萬 | 0.01% | +4,563 | 新進 |
| Aspen Wealth Strategies, LLC | 4,553 | $81.2 萬 | 0.52% | +176+4.0% | 加碼 |
| Integrated Investment Consultants, LLC | 4,507 | $80.4 萬 | 0.17% | −565−11.1% | 減碼 |
| NewEdge Wealth, LLC | 4,490 | $80.1 萬 | 0.01% | +1,691+60.4% | 加碼 |
| Trust Asset Management LLC | 4,466 | $79.6 萬 | 0.06% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 4,462 | $79.6 萬 | 0.07% | +138+3.2% | 加碼 |
| Sky Investment Group LLC | 4,454 | $79.4 萬 | 0.15% | −25−0.6% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 4,448 | $79.3 萬 | 0.06% | 00.0% | 不變 |
| FIL Ltd | 4,434 | $79.1 萬 | 0.00% | +595+15.5% | 加碼 |
| Evergreen Capital Management LLC | 4,403 | $78.5 萬 | 0.03% | +41+0.9% | 加碼 |
| Atlas Capital Advisors LLC | 4,305 | $76.8 萬 | 0.10% | +1,918+80.4% | 加碼 |
| Angeles Investment Advisors, LLC | 4,280 | $76.3 萬 | 0.04% | −31−0.7% | 減碼 |
| Bryn Mawr Trust Co | 4,257 | $75.9 萬 | 0.01% | +123+3.0% | 加碼 |
| Western Wealth Management, LLC | 4,252 | $75.8 萬 | 0.04% | +136+3.3% | 加碼 |
| Fidelis Capital Partners, LLC | 3,762 | $75.6 萬 | 0.08% | +97+2.6% | 加碼 |
| Promethium Advisors,llc | 4,198 | $74.9 萬 | 0.51% | −38−0.9% | 減碼 |
| Summit Trail Advisors, LLC | 4,194 | $74.8 萬 | 0.03% | +1,603+61.9% | 加碼 |
| Personal Cfo Solutions, LLC | 4,163 | $74.2 萬 | 0.15% | +644+18.3% | 加碼 |
| Parkside Financial Bank & Trust | 4,143 | $73.9 萬 | 0.10% | +18+0.4% | 加碼 |
| Continuum Advisory, LLC | 4,129 | $73.6 萬 | 0.09% | +220+5.6% | 加碼 |
| Sumitomo Life Insurance Co | 4,123 | $73.5 萬 | 0.01% | −159−3.7% | 減碼 |
| Siemens Fonds Invest GmbH | 4,127 | $73.4 萬 | 0.08% | 00.0% | 不變 |
| Ballentine Partners, LLC | 4,116 | $73.4 萬 | 0.01% | +181+4.6% | 加碼 |
| Farther Finance Advisors, LLC | 4,092 | $73.0 萬 | 0.03% | +1,424+53.4% | 加碼 |
| Quotient Wealth Partners, LLC | 4,081 | $72.8 萬 | 0.02% | −630−13.4% | 減碼 |
| South State Corp. | 4,070 | $72.6 萬 | 0.05% | −162−3.8% | 減碼 |
| RMR Wealth Builders | 4,015 | $71.6 萬 | 0.07% | +15+0.4% | 加碼 |
| Premier Path Wealth Partners, LLC | 3,988 | $71.1 萬 | 0.11% | +50+1.3% | 加碼 |
| Armstrong Advisory Group, Inc | 3,977 | $70.9 萬 | 0.06% | −142−3.4% | 減碼 |
| Raiffeisen Bank International AG | 3,976 | $70.7 萬 | 0.01% | +3,976 | 新進 |
| Scientech Research LLC | 3,945 | $70.3 萬 | 0.20% | +3,945 | 新進 |
| Merit Financial Group, LLC | 3,935 | $70.2 萬 | 0.01% | +1,109+39.2% | 加碼 |
| Morningstar Investment Services LLC | 3,920 | $69.9 萬 | 0.06% | −49,872−92.7% | 減碼 |
| Denali Advisors LLC | 3,900 | $69.5 萬 | 0.07% | −2,500−39.1% | 減碼 |
| Cigna Investments Inc | 3,892 | $69.4 萬 | 0.12% | −42−1.1% | 減碼 |
| NorthRock Partners, LLC | 3,891 | $69.4 萬 | 0.02% | +14+0.4% | 加碼 |
| Stonegate Investment Group, LLC | 3,874 | $69.1 萬 | 0.02% | +248+6.8% | 加碼 |
| Central Trust Co | 3,812 | $68.0 萬 | 0.02% | +522+15.9% | 加碼 |
| Richwood Investment Advisors, LLC | 3,811 | $68.0 萬 | 0.57% | −50−1.3% | 減碼 |
| Whittier Trust Co | 3,803 | $67.8 萬 | 0.01% | +27+0.7% | 加碼 |
| Daymark Wealth Partners, LLC | 3,775 | $67.3 萬 | 0.03% | −5,088−57.4% | 減碼 |
| Syon Capital LLC | 3,721 | $66.4 萬 | 0.06% | −175−4.5% | 減碼 |
| Umb Bank N A | 3,721 | $66.4 萬 | 0.01% | +154+4.3% | 加碼 |
| Lecap Asset Management Ltd | 3,718 | $66.3 萬 | 0.18% | +3,718 | 新進 |
| Ameritas Investment Partners, Inc. | 3,717 | $66.3 萬 | 0.02% | −151−3.9% | 減碼 |
| Lake Street Advisors Group, LLC | 3,693 | $65.9 萬 | 0.03% | −284−7.1% | 減碼 |
| SRS Capital Advisors, Inc. | 3,681 | $65.7 萬 | 0.04% | +3,350+1,012.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 3,674 | $65.5 萬 | 0.02% | +3,674 | 新進 |
| Valley National Advisers Inc | 3,617 | $64.4 萬 | 0.12% | −722−16.6% | 減碼 |
| Edgestream Partners, L.P. | 3,549 | $63.3 萬 | 0.03% | +3,549 | 新進 |
| Kathmere Capital Management, LLC | 3,525 | $62.9 萬 | 0.06% | +182+5.4% | 加碼 |
| Montag A & Associates Inc | 3,508 | $62.6 萬 | 0.03% | +2,066+143.3% | 加碼 |
| Crestwood Advisors Group LLC | 3,508 | $62.6 萬 | 0.01% | +605+20.8% | 加碼 |
| Hudson Valley Investment Advisors Inc | 3,500 | $62.4 萬 | 0.07% | 00.0% | 不變 |
| Csenge Advisory Group | 3,492 | $62.3 萬 | 0.03% | +270+8.4% | 加碼 |
| EP Wealth Advisors, LLC | 3,480 | $62.1 萬 | 0.01% | +869+33.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 3,458 | $61.7 萬 | 0.02% | +3,458 | 新進 |
| Global Trust Asset Management, LLC | 3,436 | $61.3 萬 | 0.23% | +343+11.1% | 加碼 |
| Western Pacific Wealth Management, LP | 3,420 | $61.0 萬 | 0.49% | +765+28.8% | 加碼 |
| St Germain D J Co Inc | 3,416 | $60.9 萬 | 0.03% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 3,382 | $60.3 萬 | 0.03% | −115−3.3% | 減碼 |
| Americana Partners, LLC | 3,364 | $60.0 萬 | 0.02% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 3,361 | $59.9 萬 | 0.03% | −363−9.7% | 減碼 |
| Harbor Investment Advisory, LLC | 3,360 | $59.9 萬 | 0.06% | −200−5.6% | 減碼 |
| Everpar Advisors LLC | 3,340 | $59.6 萬 | 0.30% | +51+1.6% | 加碼 |
| Permanens Capital L.P. | 3,339 | $59.5 萬 | 0.11% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,336 | $59.5 萬 | 0.15% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 3,330 | $59.4 萬 | 0.05% | −13−0.4% | 減碼 |
| First National Trust Co | 3,322 | $59.2 萬 | 0.02% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 3,315 | $59.1 萬 | 0.06% | −154−4.4% | 減碼 |
| Perigon Wealth Management, LLC | 3,108 | $58.6 萬 | 0.01% | +445+16.7% | 加碼 |
| Qtron Investments LLC | 3,232 | $57.6 萬 | 0.08% | −430−11.7% | 減碼 |
| Diversified Investment Strategies, LLC | 3,227 | $57.5 萬 | 0.38% | 00.0% | 不變 |
| Wedbush Securities Inc | 3,217 | $57.4 萬 | 0.02% | −796−19.8% | 減碼 |
| Brookstone Capital Management | 3,214 | $57.3 萬 | 0.01% | −1,140−26.2% | 減碼 |
| Bank of Stockton | 3,197 | $57.0 萬 | 0.17% | −41−1.3% | 減碼 |
| Ingalls & Snyder LLC | 3,190 | $56.9 萬 | 0.02% | 00.0% | 不變 |
| Aaron Wealth Advisors | 3,181 | $56.7 萬 | 0.07% | +299+10.4% | 加碼 |
| AlTi Global, Inc. | 3,122 | $55.7 萬 | 0.01% | −289−8.5% | 減碼 |
| Empower Advisory Group, LLC | 3,121 | $55.7 萬 | 0.00% | −23−0.7% | 減碼 |
| tru Independence LLC | 3,109 | $55.4 萬 | 0.17% | +4+0.1% | 加碼 |
| Ronald Blue Trust, Inc. | 3,081 | $54.9 萬 | 0.01% | −197−6.0% | 減碼 |
| Resources Investment Advisors, LLC. | 3,074 | $54.8 萬 | 0.01% | +6+0.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 3,067 | $54.7 萬 | 0.04% | −601−16.4% | 減碼 |
| Waterway Wealth Management, LLC | 3,066 | $54.7 萬 | 0.24% | +996+48.1% | 加碼 |
| Checchi Capital Advisers, LLC | 3,058 | $54.5 萬 | 0.04% | +18+0.6% | 加碼 |
| Willis Investment Counsel | 3,041 | $54.2 萬 | 0.04% | 00.0% | 不變 |
| ASB Consultores, LLC | 3,029 | $54.0 萬 | 0.22% | +1,033+51.8% | 加碼 |
| Joel Isaacson & Co., LLC | 3,024 | $53.9 萬 | 0.02% | +3,024 | 新進 |
| National Asset Management, Inc. | 3,023 | $53.9 萬 | 0.02% | −684−18.5% | 減碼 |
| Fulton Bank, N.A. | 3,022 | $53.9 萬 | 0.02% | −290−8.8% | 減碼 |
| GTS Securities LLC | 3,011 | $53.7 萬 | 0.03% | −28,198−90.4% | 減碼 |
| First PREMIER Bank | 2,999 | $53.5 萬 | 0.14% | −40−1.3% | 減碼 |
| Hartford Financial Management Inc. | 3,000 | $53.5 萬 | 0.11% | 00.0% | 不變 |
| Cross Staff Investments Inc | 3,000 | $53.5 萬 | 0.40% | 00.0% | 不變 |
| Pinnbrook Capital Management LP | 2,954 | $52.7 萬 | 0.18% | +2,954 | 新進 |
| Gryphon Financial Partners LLC | 2,952 | $52.6 萬 | 0.08% | −118−3.8% | 減碼 |
| ProVise Management Group, LLC | 2,950 | $52.6 萬 | 0.05% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 2,939 | $52.4 萬 | 0.15% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,932 | $52.3 萬 | 0.03% | 00.0% | 不變 |