Axos Financial, Inc.
AX- 交易所
- NYSE
- 產業
- Savings Institution, Federally Chartered
- SEC CIK
- 0001299709
近 90 天，Axos Financial, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 386 家機構在 13F 申報持有，市值合計 $47.3 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Axos Financial, Inc. 在 2026/6/30 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
- 386
- 較 2026 年第 1 季 +4 家
- 持有股數
- 4,857 萬
- 較 2026 年第 1 季 +70.5 萬 (+1.5%)
- 總市值
- $47.3 億
- 較 2026 年第 1 季 +$6.64 億 (+16.3%)
- 新進機構
- 51
- 另有 139 家加碼
- 清倉機構
- 47
- 另有 128 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 AX 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 | 386 | $47.3 億 |
| 2026 年第 1 季 | 387 | $40.7 億 |
| 2025 年第 4 季 | 379 | $39.7 億 |
| 2025 年第 3 季 | 382 | $38.6 億 |
| 2025 年第 2 季 | 365 | $34.3 億 |
| 2025 年第 1 季 | 352 | $29.7 億 |
| 2024 年第 4 季 | 356 | $33.1 億 |
| 2024 年第 3 季 | 335 | $30.2 億 |
| 2024 年第 2 季 | 318 | $28.1 億 |
| 2024 年第 1 季 | 310 | $27.4 億 |
| 2023 年第 4 季 | 303 | $28.4 億 |
| 2023 年第 3 季 | 261 | $18.3 億 |
| 2023 年第 2 季 | 260 | $19.0 億 |
| 2023 年第 1 季 | 256 | $17.9 億 |
| 2022 年第 4 季 | 244 | $18.0 億 |
| 2022 年第 3 季 | 252 | $16.2 億 |
| 2022 年第 2 季 | 239 | $16.9 億 |
| 2022 年第 1 季 | 248 | $21.4 億 |
| 2021 年第 4 季 | 244 | $25.6 億 |
| 2021 年第 3 季 | 232 | $23.8 億 |
| 2021 年第 2 季 | 233 | $21.1 億 |
| 2021 年第 1 季 | 233 | $21.1 億 |
2026 年第 2 季持有機構
每家機構持有 Axos Financial, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,389,477 | $8.17 億 | 0.01% | +68,179+0.8% | 加碼 |
| Vanguard Portfolio Management LLC | 3,136,801 | $3.05 億 | 0.01% | +46,026+1.5% | 加碼 |
| State Street Corp | 3,023,908 | $2.94 億 | 0.01% | +207,211+7.4% | 加碼 |
| FMR LLC | 2,969,246 | $2.89 億 | 0.01% | +531,572+21.8% | 加碼 |
| American Century Companies Inc | 2,705,653 | $2.64 億 | 0.12% | +195,246+7.8% | 加碼 |
| Vanguard Capital Management LLC | 2,466,744 | $2.40 億 | 0.01% | +12,670+0.5% | 加碼 |
| Dimensional Fund Advisors LP | 2,197,135 | $2.14 億 | 0.04% | +20,132+0.9% | 加碼 |
| Geode Capital Management, LLC | 1,967,141 | $1.94 億 | 0.01% | +8,711+0.4% | 加碼 |
| Davis Asset Management, L.P. | 1,535,219 | $1.50 億 | 3.79% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 751,934 | $7,323 萬 | 0.01% | +19,853+2.7% | 加碼 |
| Franklin Resources Inc | 714,462 | $6,958 萬 | 0.02% | −40,532−5.4% | 減碼 |
| Northern Trust Corp | 710,371 | $6,918 萬 | 0.01% | +25,659+3.7% | 加碼 |
| Ameriprise Financial Inc | 654,362 | $6,373 萬 | 0.01% | −54,127−7.6% | 減碼 |
| Invesco Ltd. | 617,610 | $6,015 萬 | 0.00% | +71,304+13.1% | 加碼 |
| Morgan Stanley | 591,123 | $5,757 萬 | 0.00% | +47,496+8.7% | 加碼 |
| Emerald Advisers, LLC | 536,162 | $5,222 萬 | 1.23% | +39,930+8.0% | 加碼 |
| Wasatch Advisors Inc | 515,576 | $5,021 萬 | 0.33% | −100,805−16.4% | 減碼 |
| Geneva Capital Management LLC | 477,009 | $4,646 萬 | 1.07% | −131,072−21.6% | 減碼 |
| Wellington Management Group LLP | 470,586 | $4,583 萬 | 0.01% | −367,267−43.8% | 減碼 |
| Goldman Sachs Group Inc | 453,375 | $4,415 萬 | 0.00% | +99,686+28.2% | 加碼 |
| Boston Partners | 433,647 | $4,225 萬 | 0.04% | +20,495+5.0% | 加碼 |
| First Eagle Investment Management, LLC | 426,624 | $4,155 萬 | 0.03% | +262,012+159.2% | 加碼 |
| Kennedy Capital Management, Inc. | 426,294 | $4,152 萬 | 0.74% | +194,907+84.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 409,682 | $3,990 萬 | 0.02% | +286,794+233.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 379,189 | $3,693 萬 | 0.01% | +10,948+3.0% | 加碼 |
| Bank of New York Mellon Corp | 378,027 | $3,682 萬 | 0.01% | +9,360+2.5% | 加碼 |
| Bragg Financial Advisors, Inc | 377,229 | $3,674 萬 | 0.98% | +21,361+6.0% | 加碼 |
| Citadel Advisors LLC | 375,753 | $3,659 萬 | 0.02% | +306,963+446.2% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 366,712 | $3,571 萬 | 1.26% | +29,972+8.9% | 加碼 |
| Principal Financial Group Inc | 362,676 | $3,532 萬 | 0.02% | +8,725+2.5% | 加碼 |
| Shaker Investments LLC | 356,376 | $3,471 萬 | 12.47% | −12,336−3.3% | 減碼 |
| 1832 Asset Management L.P. | 347,070 | $3,380 萬 | 0.04% | −32,714−8.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 317,854 | $3,145 萬 | 0.05% | −114,885−26.5% | 減碼 |
| UBS Group AG | 316,780 | $3,085 萬 | 0.00% | +14,964+5.0% | 加碼 |
| Loomis Sayles & Co L P | 290,688 | $2,831 萬 | 0.04% | −7,826−2.6% | 減碼 |
| Stieven Capital Advisors, L.P. | 256,345 | $2,497 萬 | 4.77% | +15,600+6.5% | 加碼 |
| Nuveen, LLC | 256,326 | $2,496 萬 | 0.01% | +5,932+2.4% | 加碼 |
| Empowered Funds, LLC | 251,087 | $2,445 萬 | 0.13% | +34,721+16.0% | 加碼 |
| Public Sector Pension Investment Board | 249,863 | $2,433 萬 | 0.06% | −39,197−13.6% | 減碼 |
| JPMorgan Chase & Co | 237,791 | $2,316 萬 | 0.00% | −25,062−9.5% | 減碼 |
| AQR Capital Management LLC | 201,867 | $1,966 萬 | 0.01% | −32,880−14.0% | 減碼 |
| Royce & Associates LP | 201,214 | $1,960 萬 | 0.16% | +66,598+49.5% | 加碼 |
| Raymond James Financial Inc | 174,909 | $1,703 萬 | 0.00% | +31,344+21.8% | 加碼 |
| Bank of America Corp | 168,773 | $1,644 萬 | 0.00% | −52,883−23.9% | 減碼 |
| Gator Capital Management, LLC | 166,475 | $1,621 萬 | 3.49% | −20,365−10.9% | 減碼 |
| Osterweis Capital Management Inc | 165,685 | $1,614 萬 | 0.76% | +1,945+1.2% | 加碼 |
| Algert Global LLC | 157,663 | $1,535 萬 | 0.18% | −34,181−17.8% | 減碼 |
| Empirical Finance, LLC | 152,847 | $1,489 萬 | 0.62% | −25,434−14.3% | 減碼 |
| Pembroke Management, LTD | 143,152 | $1,394 萬 | 0.99% | −5,439−3.7% | 減碼 |
| Rhumbline Advisers | 139,543 | $1,359 萬 | 0.01% | −16,830−10.8% | 減碼 |
| Nomura Asset Management International Inc. | 138,730 | $1,351 萬 | 0.02% | +138,730 | 新進 |
| State of Wisconsin Investment Board | 136,086 | $1,325 萬 | 0.03% | −7,695−5.4% | 減碼 |
| Brevan Howard Capital Management LP | 128,644 | $1,253 萬 | 0.18% | −6,485−4.8% | 減碼 |
| Legal & General Group Plc | 127,673 | $1,243 萬 | 0.00% | +1,058+0.8% | 加碼 |
| Ategra Capital Management, LLC | 113,765 | $1,108 萬 | 5.89% | 00.0% | 不變 |
| Swiss National Bank | 102,400 | $997.3 萬 | 0.01% | −4,000−3.8% | 減碼 |
| Militia Capital Management LLC | 100,000 | $973.9 萬 | 1.76% | −200,000−66.7% | 減碼 |
| Kestrel Investment Management Corp | 95,150 | $926.7 萬 | 5.04% | 00.0% | 不變 |
| Renaissance Group LLC | 94,091 | $916.4 萬 | 0.37% | −19,293−17.0% | 減碼 |
| First Trust Advisors LP | 93,953 | $915.0 萬 | 0.01% | +30,842+48.9% | 加碼 |
| UBS Asset Management Americas Inc | 92,990 | $905.6 萬 | 0.00% | −1,681−1.8% | 減碼 |
| Victory Capital Management Inc | 90,295 | $879.4 萬 | 0.00% | −4,342−4.6% | 減碼 |
| Quantinno Capital Management LP | 86,261 | $840.1 萬 | 0.01% | +29,736+52.6% | 加碼 |
| FIL Ltd | 85,000 | $827.8 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 84,361 | $821.6 萬 | 0.01% | +70.0% | 加碼 |
| Prudential Financial Inc | 80,808 | $787.0 萬 | 0.01% | −41,190−33.8% | 減碼 |
| Envestnet Asset Management Inc | 80,614 | $785.1 萬 | 0.00% | +3,077+4.0% | 加碼 |
| Lord, Abbett & Co. LLC | 79,548 | $774.7 萬 | 0.02% | −449−0.6% | 減碼 |
| Russell Investments Group, Ltd. | 77,525 | $755.0 萬 | 0.01% | +30,075+63.4% | 加碼 |
| Ci Investments Inc. | 76,417 | $744.2 萬 | 0.02% | −8,600−10.1% | 減碼 |
| Price T Rowe Associates Inc | 73,761 | $718.4 萬 | 0.00% | +11,616+18.7% | 加碼 |
| Citigroup Inc | 67,670 | $659.0 萬 | 0.00% | +11,968+21.5% | 加碼 |
| Squarepoint Ops LLC | 63,581 | $619.2 萬 | 0.01% | −116,826−64.8% | 減碼 |
| LGT Fund Management Co Ltd. | 62,450 | $608.2 萬 | 0.25% | 00.0% | 不變 |
| Alliancebernstein L.P. | 70,074 | $596.3 萬 | 0.00% | +4,044+6.1% | 加碼 |
| California State Teachers Retirement System | 58,192 | $566.7 萬 | 0.01% | −4,209−6.7% | 減碼 |
| Wells Fargo & Company | 57,963 | $564.5 萬 | 0.00% | +22,808+64.9% | 加碼 |
| Deutsche Bank AG | 57,785 | $562.8 萬 | 0.00% | +9,691+20.2% | 加碼 |
| Kornitzer Capital Management Inc | 53,867 | $524.6 萬 | 0.11% | +53,867 | 新進 |
| TCW Group Inc | 53,520 | $521.2 萬 | 0.04% | 00.0% | 不變 |
| Argent Capital Management LLC | 51,811 | $504.6 萬 | 0.16% | −42,118−44.8% | 減碼 |
| Vanguard Asset Management, Ltd | 51,693 | $503.4 萬 | 0.00% | +115+0.2% | 加碼 |
| Royal Bank of Canada | 51,068 | $497.4 萬 | 0.00% | −47,149−48.0% | 減碼 |
| Boothbay Fund Management, LLC | 49,401 | $481.1 萬 | 0.09% | −18,379−27.1% | 減碼 |
| Edgestream Partners, L.P. | 46,953 | $457.3 萬 | 0.14% | +34,118+265.8% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,700 | $435.3 萬 | 0.14% | 00.0% | 不變 |
| Great West Life Assurance Co | 44,485 | $433.6 萬 | 0.01% | −2,035−4.4% | 減碼 |
| Thrivent Financial for Lutherans | 43,966 | $428.2 萬 | 0.01% | −1,960−4.3% | 減碼 |
| Colony Group, LLC | 41,730 | $406.4 萬 | 0.00% | −564−1.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 41,598 | $405.2 萬 | 0.01% | +1,719+4.3% | 加碼 |
| New York State Teachers Retirement System | 38,665 | $376.6 萬 | 0.01% | −2,288−5.6% | 減碼 |
| Global Frontier Investments LLC | 37,000 | $360.3 萬 | 0.62% | 00.0% | 不變 |
| S&T Bank | 36,451 | $355.0 萬 | 1.07% | −6,063−14.3% | 減碼 |
| BW Gestao de Investimentos Ltda. | 35,000 | $340.9 萬 | 0.08% | +35,000 | 新進 |
| LPL Financial LLC | 33,261 | $323.9 萬 | 0.00% | −625−1.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 33,241 | $323.7 萬 | 0.00% | +5,333+19.1% | 加碼 |
| SG Americas Securities, LLC | 32,979 | $321.2 萬 | 0.00% | +7,055+27.2% | 加碼 |
| Connors Investor Services Inc | 32,946 | $320.9 萬 | 0.28% | −117−0.4% | 減碼 |
| Natixis Advisors, L.P. | 32,937 | $320.7 萬 | 0.00% | +5,902+21.8% | 加碼 |
| Rafferty Asset Management, LLC | 32,490 | $316.4 萬 | 0.01% | −9,762−23.1% | 減碼 |