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。
2021 年第 3 季 13F 持有人
Axos Financial, Inc. 在 2021/9/30 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
- 232
- 較 2021 年第 2 季 0 家
- 持有股數
- 4,626 萬
- 較 2021 年第 2 季 +67.2 萬 (+1.5%)
- 總市值
- $23.8 億
- 較 2021 年第 2 季 +$2.64 億 (+12.5%)
- 新進機構
- 18
- 另有 72 家加碼
- 清倉機構
- 18
- 另有 80 家減碼
另有 1 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 |
2021 年第 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,660,353 | $4.46 億 | 0.01% | +43,120+0.5% | 加碼 |
| Vanguard Group Inc | 5,474,921 | $2.82 億 | 0.01% | +46,829+0.9% | 加碼 |
| Dimensional Fund Advisors LP | 2,121,155 | $1.09 億 | 0.04% | −74,764−3.4% | 減碼 |
| State Street Corp | 2,012,800 | $1.04 億 | 0.01% | −100,562−4.8% | 減碼 |
| Wasatch Advisors Inc | 1,920,237 | $9,897 萬 | 0.40% | +176,193+10.1% | 加碼 |
| Ameriprise Financial Inc | 1,860,166 | $9,590 萬 | 0.03% | −96,915−5.0% | 減碼 |
| FMR LLC | 1,507,483 | $7,770 萬 | 0.01% | +540,877+56.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,400,000 | $7,216 萬 | 0.16% | +50,000+3.7% | 加碼 |
| Fred Alger Management, LLC | 1,086,385 | $5,599 萬 | 0.13% | +3,869+0.4% | 加碼 |
| Epoch Investment Partners, Inc. | 1,071,424 | $5,522 萬 | 0.31% | +5,057+0.5% | 加碼 |
| Geneva Capital Management LLC | 960,721 | $4,952 萬 | 0.84% | −5,802−0.6% | 減碼 |
| Rice Hall James & Associates, LLC | 929,254 | $4,789 萬 | 1.77% | −16,405−1.7% | 減碼 |
| Geode Capital Management, LLC | 925,066 | $4,768 萬 | 0.01% | +14,564+1.6% | 加碼 |
| Northern Trust Corp | 820,135 | $4,227 萬 | 0.01% | −17,238−2.1% | 減碼 |
| Bank of New York Mellon Corp | 753,510 | $3,884 萬 | 0.01% | +42,946+6.0% | 加碼 |
| Davis Capital Partners, LLC | 675,676 | $3,134 萬 | 1.62% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 606,802 | $3,128 萬 | 0.04% | +175,487+40.7% | 加碼 |
| Shaker Investments LLC | 511,351 | $2,636 萬 | 11.63% | −21,268−4.0% | 減碼 |
| Norges Bank | 507,811 | $2,617 萬 | 0.01% | −27,882−5.2% | 減碼 |
| Pembroke Management, LTD | 498,997 | $2,572 萬 | 1.94% | +1,168+0.2% | 加碼 |
| Principal Financial Group Inc | 456,203 | $2,351 萬 | 0.02% | +8,768+2.0% | 加碼 |
| Charles Schwab Investment Management Inc | 453,558 | $2,338 萬 | 0.01% | +12,967+2.9% | 加碼 |
| Orchard Capital Managment, LLC | 446,571 | $2,302 萬 | 6.93% | 00.0% | 不變 |
| Royce & Associates LP | 420,836 | $2,169 萬 | 0.16% | +43,345+11.5% | 加碼 |
| Redwood Investments, LLC | 420,785 | $2,169 萬 | 1.81% | +214,805+104.3% | 加碼 |
| State of Wisconsin Investment Board | 381,900 | $1,968 萬 | 0.04% | 00.0% | 不變 |
| JPMorgan Chase & Co | 357,325 | $1,842 萬 | 0.00% | −18,182−4.8% | 減碼 |
| Lord, Abbett & Co. LLC | 344,560 | $1,776 萬 | 0.04% | −20,400−5.6% | 減碼 |
| Bank of Montreal | 349,974 | $1,766 萬 | 0.01% | −12,832−3.5% | 減碼 |
| Foundry Partners, LLC | 279,637 | $1,441 萬 | 0.52% | −21,201−7.0% | 減碼 |
| Morgan Stanley | 279,314 | $1,440 萬 | 0.00% | −35,044−11.1% | 減碼 |
| Ci Investments Inc. | 275,500 | $1,420 萬 | 0.05% | −36,539−11.7% | 減碼 |
| Nuveen Asset Management, LLC | 301,601 | $1,380 萬 | 0.00% | −41,235−12.0% | 減碼 |
| Parametric Portfolio Associates LLC | 241,412 | $1,244 萬 | 0.01% | +17,772+7.9% | 加碼 |
| Invesco Ltd. | 235,926 | $1,216 萬 | 0.00% | +40,744+20.9% | 加碼 |
| Bridgeway Capital Management, LLC | 233,510 | $1,204 萬 | 0.23% | −39,700−14.5% | 減碼 |
| Bragg Financial Advisors, Inc | 216,692 | $1,117 萬 | 0.72% | +703+0.3% | 加碼 |
| Wellington Management Group LLP | 215,786 | $1,112 萬 | 0.00% | −4,865−2.2% | 減碼 |
| Wells Fargo & Company | 209,542 | $1,080 萬 | 0.00% | −22,064−9.5% | 減碼 |
| Stieven Capital Advisors, L.P. | 205,492 | $1,059 萬 | 1.27% | −300−0.1% | 減碼 |
| FIL Ltd | 200,001 | $1,031 萬 | 0.01% | −9,539−4.6% | 減碼 |
| S&T Bank | 193,085 | $995.2 萬 | 1.54% | −5,285−2.7% | 減碼 |
| Scout Investments, Inc. | 180,561 | $930.6 萬 | 0.14% | −2,009−1.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 177,838 | $916.6 萬 | 0.37% | 00.0% | 不變 |
| Bank of America Corp | 170,851 | $880.6 萬 | 0.00% | +9,241+5.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 155,820 | $803.1 萬 | 0.06% | −12,409−7.4% | 減碼 |
| Rhumbline Advisers | 151,565 | $781.2 萬 | 0.01% | −17,474−10.3% | 減碼 |
| Legal & General Group Plc | 149,370 | $769.9 萬 | 0.00% | +13,686+10.1% | 加碼 |
| American Century Companies Inc | 148,032 | $763.0 萬 | 0.01% | +15,260+11.5% | 加碼 |
| Connors Investor Services Inc | 134,474 | $693.1 萬 | 0.73% | +4,060+3.1% | 加碼 |
| Baird Financial Group, Inc. | 129,035 | $665.0 萬 | 0.02% | −4,016−3.0% | 減碼 |
| Raymond James & Associates | 121,576 | $626.6 萬 | 0.01% | +17,318+16.6% | 加碼 |
| Royal Bank of Canada | 120,685 | $621.9 萬 | 0.00% | +2,797+2.4% | 加碼 |
| Swiss National Bank | 117,800 | $607.1 萬 | 0.00% | +600+0.5% | 加碼 |
| Public Sector Pension Investment Board | 107,876 | $556.0 萬 | 0.03% | +2,560+2.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 106,264 | $547.7 萬 | 0.04% | −4,347−3.9% | 減碼 |
| Alliancebernstein L.P. | 92,452 | $476.5 萬 | 0.00% | −2,130−2.3% | 減碼 |
| TCW Group Inc | 91,800 | $473.1 萬 | 0.01% | −300−0.3% | 減碼 |
| Prudential Financial Inc | 85,770 | $441.8 萬 | 0.01% | −17,177−16.7% | 減碼 |
| SG Americas Securities, LLC | 84,797 | $437.0 萬 | 0.02% | +81,294+2,320.7% | 加碼 |
| Avalon Investment & Advisory | 78,828 | $406.3 萬 | 0.09% | +78,828 | 新進 |
| Kennedy Capital Management, Inc. | 74,953 | $386.3 萬 | 0.09% | +912+1.2% | 加碼 |
| California State Teachers Retirement System | 74,517 | $384.1 萬 | 0.00% | −4,142−5.3% | 減碼 |
| Envestnet Asset Management Inc | 70,502 | $363.4 萬 | 0.00% | +6,095+9.5% | 加碼 |
| New York State Common Retirement Fund | 68,273 | $351.9 萬 | 0.00% | +18,906+38.3% | 加碼 |
| Denali Advisors LLC | 67,000 | $345.3 萬 | 1.44% | +67,000 | 新進 |
| Emerald Mutual Fund Advisers Trust | 62,003 | $319.6 萬 | 0.11% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 61,660 | $317.8 萬 | 0.00% | +6,766+12.3% | 加碼 |
| Goldman Sachs Group Inc | 59,685 | $307.6 萬 | 0.00% | −15,717−20.8% | 減碼 |
| First Trust Advisors LP | 59,103 | $304.6 萬 | 0.00% | −54,257−47.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 57,251 | $295.1 萬 | 0.01% | +34,189+148.2% | 加碼 |
| Essex Investment Management Co LLC | 52,117 | $268.6 萬 | 0.33% | 00.0% | 不變 |
| Gratus Capital LLC | 51,039 | $263.1 萬 | 0.28% | −1,825−3.5% | 減碼 |
| Comerica Bank | 48,368 | $257.2 萬 | 0.02% | +37+0.1% | 加碼 |
| Ensign Peak Advisors, Inc | 48,671 | $250.9 萬 | 0.01% | 00.0% | 不變 |
| Great West Life Assurance Co | 45,957 | $238.8 萬 | 0.01% | +2,085+4.8% | 加碼 |
| National Asset Management, Inc. | 46,228 | $238.3 萬 | 0.08% | −92−0.2% | 減碼 |
| Credit Suisse AG | 45,249 | $233.2 萬 | 0.00% | −4,003−8.1% | 減碼 |
| Barclays PLC | 44,607 | $229.8 萬 | 0.00% | +16,946+61.3% | 加碼 |
| Deutsche Bank AG | 43,541 | $224.4 萬 | 0.00% | −32,378−42.6% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 43,364 | $223.5 萬 | 0.03% | +2,241+5.4% | 加碼 |
| Thrivent Financial for Lutherans | 43,153 | $222.4 萬 | 0.00% | +1,022+2.4% | 加碼 |
| Jennison Associates LLC | 43,082 | $222.0 萬 | 0.00% | −6,364−12.9% | 減碼 |
| Millennium Management LLC | 42,569 | $219.4 萬 | 0.00% | +4,207+11.0% | 加碼 |
| SEI Investments Co | 41,905 | $219.1 萬 | 0.00% | −854−2.0% | 減碼 |
| PDT Partners, LLC | 40,500 | $208.7 萬 | 0.15% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,478 | $208.6 萬 | 0.02% | +928+2.3% | 加碼 |
| Russell Investments Group, Ltd. | 40,102 | $206.6 萬 | 0.00% | −11,727−22.6% | 減碼 |
| Formula Growth Ltd | 39,624 | $204.2 萬 | 0.30% | 00.0% | 不變 |
| Texas Permanent School Fund | 39,492 | $203.5 萬 | 0.03% | +1,085+2.8% | 加碼 |
| State of Alaska, Department of Revenue | 38,936 | $200.6 萬 | 0.02% | +3,263+9.1% | 加碼 |
| Price T Rowe Associates Inc | 37,811 | $194.9 萬 | 0.00% | −36−0.1% | 減碼 |
| Citigroup Inc | 35,947 | $185.3 萬 | 0.00% | −6,333−15.0% | 減碼 |
| American International Group, Inc. | 35,517 | $183.1 萬 | 0.01% | −1,046−2.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 33,195 | $171.1 萬 | 0.00% | −398−1.2% | 減碼 |
| Truist Financial Corp | 31,035 | $159.9 萬 | 0.00% | +1,737+5.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 30,571 | $157.6 萬 | 0.00% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 29,765 | $153.4 萬 | 0.27% | −1,254−4.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 28,593 | $147.4 萬 | 0.00% | −2,686−8.6% | 減碼 |
| Amalgamated Bank | 26,320 | $135.7 萬 | 0.01% | +141+0.5% | 加碼 |