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 $47.1 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Axos Financial, Inc. 在 2021/6/30 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
- 233
- 較 2021 年第 1 季 +1 家
- 持有股數
- 4,559 萬
- 較 2021 年第 1 季 +77.0 萬 (+1.7%)
- 總市值
- $21.1 億
- 較 2021 年第 1 季 +$833.8 萬 (+0.4%)
- 新進機構
- 22
- 另有 70 家加碼
- 清倉機構
- 21
- 另有 91 家減碼
另有 1 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 | $47.1 億 |
| 2026 年第 1 季 | 387 | $40.5 億 |
| 2025 年第 4 季 | 379 | $39.6 億 |
| 2025 年第 3 季 | 382 | $38.2 億 |
| 2025 年第 2 季 | 365 | $34.1 億 |
| 2025 年第 1 季 | 352 | $29.6 億 |
| 2024 年第 4 季 | 356 | $33.0 億 |
| 2024 年第 3 季 | 335 | $30.1 億 |
| 2024 年第 2 季 | 318 | $27.9 億 |
| 2024 年第 1 季 | 310 | $26.4 億 |
| 2023 年第 4 季 | 303 | $27.0 億 |
| 2023 年第 3 季 | 261 | $18.2 億 |
| 2023 年第 2 季 | 260 | $19.0 億 |
| 2023 年第 1 季 | 256 | $17.5 億 |
| 2022 年第 4 季 | 244 | $18.0 億 |
| 2022 年第 3 季 | 251 | $16.1 億 |
| 2022 年第 2 季 | 239 | $16.8 億 |
| 2022 年第 1 季 | 248 | $21.3 億 |
| 2021 年第 4 季 | 244 | $25.4 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Creative Planning | 13,646 | $63.3 萬 | 0.00% | +13,646 | 新進 |
| Occudo Quantitative Strategies LP | 13,821 | $64.1 萬 | 0.10% | +13,821 | 新進 |
| Oppenheimer Asset Management Inc. | 14,123 | $65.5 萬 | 0.01% | +316+2.3% | 加碼 |
| Quantinno Capital Management LP | 14,216 | $65.9 萬 | 0.75% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 14,271 | $66.2 萬 | 0.08% | +292+2.1% | 加碼 |
| Susquehanna International Group, LLP | 14,426 | $66.9 萬 | 0.00% | +4,635+47.3% | 加碼 |
| Arizona State Retirement System | 14,453 | $67.0 萬 | 0.01% | −1,016−6.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 14,479 | $67.2 萬 | 0.01% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 14,695 | $68.2 萬 | 0.10% | +3,926+36.5% | 加碼 |
| ProShare Advisors LLC | 16,204 | $75.2 萬 | 0.00% | −675−4.0% | 減碼 |
| Metropolitan Life Insurance Co | 16,852 | $78.2 萬 | 0.01% | +1,035+6.5% | 加碼 |
| HRT Financial LP | 16,902 | $78.4 萬 | 0.01% | +10,727+173.7% | 加碼 |
| Squarepoint Ops LLC | 16,984 | $78.8 萬 | 0.01% | −2,195−11.4% | 減碼 |
| Stifel Financial Corp | 17,648 | $81.9 萬 | 0.00% | −777−4.2% | 減碼 |
| First Republic Investment Management, Inc. | 18,751 | $87.0 萬 | 0.00% | −327−1.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 19,442 | $90.2 萬 | 0.02% | 00.0% | 不變 |
| Man Group plc | 19,500 | $90.5 萬 | 0.00% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 20,888 | $96.9 萬 | 0.01% | 00.0% | 不變 |
| MetLife Investment Management | 20,959 | $97.2 萬 | 0.01% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 21,000 | $97.4 萬 | 0.13% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 21,110 | $97.9 萬 | 0.01% | +21,110 | 新進 |
| D.A. Davidson & Co. | 21,286 | $98.7 萬 | 0.01% | −139−0.6% | 減碼 |
| Affinity Investment Advisors, LLC | 22,016 | $102.1 萬 | 0.46% | −100.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 23,062 | $107.0 萬 | 0.00% | −5,038−17.9% | 減碼 |
| Voya Investment Management LLC | 23,072 | $107.0 萬 | 0.00% | −1,943−7.8% | 減碼 |
| Louisiana State Employees Retirement System | 23,200 | $107.6 萬 | 0.03% | −100−0.4% | 減碼 |
| Ridgewood Investments LLC | 23,642 | $109.7 萬 | 0.70% | −29,745−55.7% | 減碼 |
| New York State Teachers Retirement System | 25,421 | $117.9 萬 | 0.00% | −4,800−15.9% | 減碼 |
| State of Tennessee, Treasury Department | 25,657 | $119.0 萬 | 0.00% | −1,822−6.6% | 減碼 |
| Advantage Alpha Capital Partners LP | 25,776 | $119.6 萬 | 0.23% | +743+3.0% | 加碼 |
| APG Asset Management N.V. | 30,900 | $120.9 萬 | 0.00% | −51,200−62.4% | 減碼 |
| Amalgamated Bank | 26,179 | $121.4 萬 | 0.01% | +20,831+389.5% | 加碼 |
| Barclays PLC | 27,661 | $128.3 萬 | 0.00% | −41,471−60.0% | 減碼 |
| California Public Employees Retirement System | 28,994 | $134.5 萬 | 0.00% | −89,672−75.6% | 減碼 |
| Truist Financial Corp | 29,298 | $135.9 萬 | 0.00% | −13,247−31.1% | 減碼 |
| LPL Financial LLC | 29,793 | $138.2 萬 | 0.00% | −33,453−52.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 30,571 | $141.8 萬 | 0.00% | −7,008−18.6% | 減碼 |
| Virtue Capital Management, LLC | 31,019 | $143.9 萬 | 0.29% | −1,624−5.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 31,279 | $145.1 萬 | 0.00% | −337−1.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 33,593 | $155.8 萬 | 0.00% | −6,316−15.8% | 減碼 |
| Premier Fund Managers Ltd | 34,100 | $158.5 萬 | 0.05% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 35,673 | $165.4 萬 | 0.02% | +900+2.6% | 加碼 |
| American International Group, Inc. | 36,563 | $169.6 萬 | 0.01% | −1,052−2.8% | 減碼 |
| Price T Rowe Associates Inc | 37,847 | $175.6 萬 | 0.00% | +86+0.2% | 加碼 |
| Millennium Management LLC | 38,362 | $178.0 萬 | 0.00% | +38,362 | 新進 |
| Texas Permanent School Fund | 38,407 | $178.2 萬 | 0.02% | +29+0.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,550 | $183.5 萬 | 0.02% | −66−0.2% | 減碼 |
| Formula Growth Ltd | 39,624 | $183.8 萬 | 0.25% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 39,669 | $184.0 萬 | 0.00% | −34,586−46.6% | 減碼 |
| PDT Partners, LLC | 40,500 | $187.9 萬 | 0.12% | +9,655+31.3% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 41,123 | $190.8 萬 | 0.03% | +787+2.0% | 加碼 |
| Thrivent Financial for Lutherans | 42,131 | $195.4 萬 | 0.00% | −67−0.2% | 減碼 |
| Citigroup Inc | 42,280 | $196.1 萬 | 0.00% | +23,323+123.0% | 加碼 |
| SEI Investments Co | 42,759 | $202.3 萬 | 0.00% | −8,435−16.5% | 減碼 |
| Great West Life Assurance Co | 43,872 | $203.6 萬 | 0.00% | −514−1.2% | 減碼 |
| National Asset Management, Inc. | 46,320 | $214.9 萬 | 0.07% | −600−1.3% | 減碼 |
| Ensign Peak Advisors, Inc | 48,671 | $225.8 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 48,331 | $228.7 萬 | 0.01% | −3,697−7.1% | 減碼 |
| Credit Suisse AG | 49,252 | $228.9 萬 | 0.00% | −6,494−11.6% | 減碼 |
| New York State Common Retirement Fund | 49,367 | $229.0 萬 | 0.00% | −2,333−4.5% | 減碼 |
| Jennison Associates LLC | 49,446 | $229.4 萬 | 0.00% | −2,038−4.0% | 減碼 |
| Russell Investments Group, Ltd. | 51,829 | $240.1 萬 | 0.00% | +1,372+2.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 51,878 | $240.7 萬 | 0.01% | −12,200−19.0% | 減碼 |
| Essex Investment Management Co LLC | 52,117 | $241.8 萬 | 0.28% | −5,564−9.6% | 減碼 |
| Gratus Capital LLC | 52,864 | $245.2 萬 | 0.27% | −15,819−23.0% | 減碼 |
| UBS Asset Management Americas Inc | 54,894 | $254.7 萬 | 0.00% | +12,355+29.0% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 62,003 | $287.6 萬 | 0.09% | +62,003 | 新進 |
| Envestnet Asset Management Inc | 64,407 | $298.8 萬 | 0.00% | +8,824+15.9% | 加碼 |
| Kennedy Capital Management, Inc. | 74,041 | $343.5 萬 | 0.07% | −3,251−4.2% | 減碼 |
| Goldman Sachs Group Inc | 75,402 | $349.8 萬 | 0.00% | +14,664+24.1% | 加碼 |
| Deutsche Bank AG | 75,919 | $352.2 萬 | 0.00% | −2,164−2.8% | 減碼 |
| California State Teachers Retirement System | 78,659 | $364.9 萬 | 0.00% | −7,643−8.9% | 減碼 |
| TCW Group Inc | 92,100 | $427.3 萬 | 0.04% | −104,800−53.2% | 減碼 |
| Alliancebernstein L.P. | 94,582 | $438.8 萬 | 0.00% | +6,173+7.0% | 加碼 |
| Prudential Financial Inc | 102,947 | $477.5 萬 | 0.01% | +2,881+2.9% | 加碼 |
| Raymond James & Associates | 104,258 | $483.7 萬 | 0.00% | +64,023+159.1% | 加碼 |
| Nomura Asset Management Co Ltd | 105,123 | $487.7 萬 | 0.03% | +26,123+33.1% | 加碼 |
| Public Sector Pension Investment Board | 105,316 | $488.6 萬 | 0.03% | −600−0.6% | 減碼 |
| Jacobs Levy Equity Management, Inc | 110,611 | $513.1 萬 | 0.03% | +24,148+27.9% | 加碼 |
| First Trust Advisors LP | 113,360 | $525.9 萬 | 0.01% | +51,369+82.9% | 加碼 |
| Swiss National Bank | 117,200 | $543.7 萬 | 0.00% | −3,900−3.2% | 減碼 |
| Royal Bank of Canada | 117,888 | $546.9 萬 | 0.00% | +5,069+4.5% | 加碼 |
| Connors Investor Services Inc | 130,414 | $605.0 萬 | 0.63% | −707−0.5% | 減碼 |
| American Century Companies Inc | 132,772 | $615.9 萬 | 0.00% | +31,227+30.8% | 加碼 |
| Baird Financial Group, Inc. | 133,051 | $617.2 萬 | 0.02% | −22,092−14.2% | 減碼 |
| Legal & General Group Plc | 135,684 | $629.4 萬 | 0.00% | −34,220−20.1% | 減碼 |
| Bank of America Corp | 161,610 | $749.7 萬 | 0.00% | −66,148−29.0% | 減碼 |
| Brandywine Global Investment Management, LLC | 168,229 | $780.4 萬 | 0.06% | −5,915−3.4% | 減碼 |
| Rhumbline Advisers | 169,039 | $784.2 萬 | 0.01% | −8,678−4.9% | 減碼 |
| Basswood Capital Management, L.L.C. | 177,838 | $825.0 萬 | 0.35% | 00.0% | 不變 |
| Scout Investments, Inc. | 182,570 | $846.9 萬 | 0.13% | −15,327−7.7% | 減碼 |
| Invesco Ltd. | 195,182 | $905.5 萬 | 0.00% | +19,645+11.2% | 加碼 |
| S&T Bank | 198,370 | $920.3 萬 | 1.43% | −1,194−0.6% | 減碼 |
| Stieven Capital Advisors, L.P. | 205,792 | $954.7 萬 | 1.18% | −1,800−0.9% | 減碼 |
| Redwood Investments, LLC | 205,980 | $955.5 萬 | 0.77% | +205,980 | 新進 |
| FIL Ltd | 209,540 | $972.1 萬 | 0.01% | +2,757+1.3% | 加碼 |
| Bragg Financial Advisors, Inc | 215,989 | $1,002 萬 | 0.64% | +33,075+18.1% | 加碼 |
| Wellington Management Group LLP | 220,651 | $1,024 萬 | 0.00% | +43,975+24.9% | 加碼 |
| Parametric Portfolio Associates LLC | 223,640 | $1,038 萬 | 0.01% | +9,772+4.6% | 加碼 |
| Wells Fargo & Company | 231,606 | $1,074 萬 | 0.00% | −51,284−18.1% | 減碼 |