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 4 季 13F 持有人
Axos Financial, Inc. 在 2021/12/31 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
- 244
- 較 2021 年第 3 季 +13 家
- 持有股數
- 4,548 萬
- 較 2021 年第 3 季 −73.3 萬 (−1.6%)
- 總市值
- $25.4 億
- 較 2021 年第 3 季 +$1.65 億 (+7.0%)
- 新進機構
- 38
- 另有 74 家加碼
- 清倉機構
- 25
- 另有 81 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 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 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,747,300 | $4.89 億 | 0.01% | +86,947+1.0% | 加碼 |
| Vanguard Group Inc | 5,711,997 | $3.19 億 | 0.01% | +237,076+4.3% | 加碼 |
| Dimensional Fund Advisors LP | 2,071,992 | $1.16 億 | 0.04% | −49,163−2.3% | 減碼 |
| State Street Corp | 1,999,516 | $1.12 億 | 0.01% | −13,284−0.7% | 減碼 |
| Ameriprise Financial Inc | 1,965,283 | $1.10 億 | 0.03% | +105,117+5.7% | 加碼 |
| Wasatch Advisors Inc | 1,805,039 | $1.01 億 | 0.41% | −115,198−6.0% | 減碼 |
| FMR LLC | 1,529,415 | $8,551 萬 | 0.01% | +21,932+1.5% | 加碼 |
| Fred Alger Management, LLC | 1,087,453 | $6,080 萬 | 0.15% | +1,068+0.1% | 加碼 |
| Geneva Capital Management LLC | 940,416 | $5,258 萬 | 0.85% | −20,305−2.1% | 減碼 |
| Geode Capital Management, LLC | 939,655 | $5,254 萬 | 0.01% | +14,589+1.6% | 加碼 |
| Rice Hall James & Associates, LLC | 884,705 | $4,946 萬 | 1.76% | −44,549−4.8% | 減碼 |
| Epoch Investment Partners, Inc. | 834,675 | $4,667 萬 | 0.24% | −236,749−22.1% | 減碼 |
| Northern Trust Corp | 813,132 | $4,546 萬 | 0.01% | −7,003−0.9% | 減碼 |
| Davis Capital Partners, LLC | 750,000 | $4,193 萬 | 1.98% | +74,324+11.0% | 加碼 |
| Bank of New York Mellon Corp | 704,627 | $3,940 萬 | 0.01% | −48,883−6.5% | 減碼 |
| Loomis Sayles & Co L P | 670,712 | $3,750 萬 | 0.05% | +63,910+10.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 600,000 | $3,355 萬 | 0.07% | −800,000−57.1% | 減碼 |
| Standard Life Aberdeen plc | 599,999 | $3,355 萬 | 0.07% | +599,999 | 新進 |
| Norges Bank | 507,811 | $2,839 萬 | 0.01% | 00.0% | 不變 |
| Pembroke Management, LTD | 490,092 | $2,740 萬 | 2.01% | −8,905−1.8% | 減碼 |
| Shaker Investments LLC | 471,425 | $2,636 萬 | 11.36% | −39,926−7.8% | 減碼 |
| Charles Schwab Investment Management Inc | 461,591 | $2,581 萬 | 0.01% | +8,033+1.8% | 加碼 |
| Orchard Capital Managment, LLC | 446,571 | $2,497 萬 | 7.32% | 00.0% | 不變 |
| Principal Financial Group Inc | 417,933 | $2,337 萬 | 0.01% | −38,270−8.4% | 減碼 |
| Redwood Investments, LLC | 416,281 | $2,327 萬 | 1.84% | −4,504−1.1% | 減碼 |
| JPMorgan Chase & Co | 387,597 | $2,167 萬 | 0.00% | +30,272+8.5% | 加碼 |
| Royce & Associates LP | 385,276 | $2,154 萬 | 0.16% | −35,560−8.4% | 減碼 |
| State of Wisconsin Investment Board | 369,600 | $2,066 萬 | 0.04% | −12,300−3.2% | 減碼 |
| Lord, Abbett & Co. LLC | 346,660 | $1,938 萬 | 0.04% | +2,100+0.6% | 加碼 |
| Nuveen Asset Management, LLC | 308,599 | $1,667 萬 | 0.00% | +6,998+2.3% | 加碼 |
| Morgan Stanley | 291,327 | $1,629 萬 | 0.00% | +12,013+4.3% | 加碼 |
| Parametric Portfolio Associates LLC | 271,876 | $1,520 萬 | 0.01% | +30,464+12.6% | 加碼 |
| Foundry Partners, LLC | 252,534 | $1,412 萬 | 0.50% | −27,103−9.7% | 減碼 |
| Bridgeway Capital Management, LLC | 233,510 | $1,306 萬 | 0.24% | 00.0% | 不變 |
| Ci Investments Inc. | 226,500 | $1,266 萬 | 0.04% | −49,000−17.8% | 減碼 |
| Invesco Ltd. | 220,562 | $1,233 萬 | 0.00% | −15,364−6.5% | 減碼 |
| Stieven Capital Advisors, L.P. | 219,992 | $1,230 萬 | 1.48% | +14,500+7.1% | 加碼 |
| Bank of America Corp | 214,334 | $1,198 萬 | 0.00% | +43,483+25.5% | 加碼 |
| FIL Ltd | 200,001 | $1,118 萬 | 0.01% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 216,692 | $1,117 萬 | 0.72% | 00.0% | 不變 |
| S&T Bank | 190,793 | $1,067 萬 | 1.56% | −2,292−1.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 188,935 | $1,056 萬 | 0.01% | +188,935 | 新進 |
| Scout Investments, Inc. | 176,587 | $987.3 萬 | 0.14% | −3,974−2.2% | 減碼 |
| American Century Companies Inc | 162,812 | $910.3 萬 | 0.01% | +14,780+10.0% | 加碼 |
| Legal & General Group Plc | 154,700 | $865.0 萬 | 0.00% | +5,330+3.6% | 加碼 |
| Rhumbline Advisers | 149,567 | $836.2 萬 | 0.01% | −1,998−1.3% | 減碼 |
| Wellington Management Group LLP | 131,473 | $735.1 萬 | 0.00% | −84,313−39.1% | 減碼 |
| Raymond James & Associates | 122,445 | $684.6 萬 | 0.01% | +869+0.7% | 加碼 |
| Royal Bank of Canada | 122,029 | $682.2 萬 | 0.00% | +1,344+1.1% | 加碼 |
| Swiss National Bank | 117,600 | $657.5 萬 | 0.00% | −200−0.2% | 減碼 |
| Goldman Sachs Group Inc | 115,333 | $644.8 萬 | 0.00% | +55,648+93.2% | 加碼 |
| Connors Investor Services Inc | 110,083 | $615.5 萬 | 0.60% | −24,391−18.1% | 減碼 |
| Public Sector Pension Investment Board | 109,056 | $609.7 萬 | 0.03% | +1,180+1.1% | 加碼 |
| Alliancebernstein L.P. | 92,058 | $514.7 萬 | 0.00% | −394−0.4% | 減碼 |
| Prudential Financial Inc | 88,151 | $493.0 萬 | 0.01% | +2,381+2.8% | 加碼 |
| First Trust Advisors LP | 85,247 | $476.6 萬 | 0.00% | +26,144+44.2% | 加碼 |
| Gator Capital Management, LLC | 78,880 | $441.0 萬 | 3.19% | +78,880 | 新進 |
| Denali Advisors LLC | 76,800 | $429.4 萬 | 1.61% | +9,800+14.6% | 加碼 |
| California State Teachers Retirement System | 76,331 | $426.8 萬 | 0.00% | +1,814+2.4% | 加碼 |
| Nomura Asset Management Co Ltd | 75,328 | $421.2 萬 | 0.02% | +75,328 | 新進 |
| Barclays PLC | 74,871 | $418.5 萬 | 0.00% | +30,264+67.8% | 加碼 |
| Kennedy Capital Management, Inc. | 72,413 | $404.9 萬 | 0.09% | −2,540−3.4% | 減碼 |
| New York State Common Retirement Fund | 71,072 | $397.4 萬 | 0.00% | +2,799+4.1% | 加碼 |
| Envestnet Asset Management Inc | 70,112 | $392.0 萬 | 0.00% | −390−0.6% | 減碼 |
| Avalon Investment & Advisory | 68,955 | $385.5 萬 | 0.10% | −9,873−12.5% | 減碼 |
| Russell Investments Group, Ltd. | 67,253 | $375.8 萬 | 0.01% | +27,151+67.7% | 加碼 |
| UBS Asset Management Americas Inc | 62,616 | $350.1 萬 | 0.00% | +956+1.6% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 62,003 | $346.7 萬 | 0.12% | 00.0% | 不變 |
| Wells Fargo & Company | 56,136 | $313.8 萬 | 0.00% | −153,406−73.2% | 減碼 |
| Laurus Investment Counsel Inc. | 43,590 | $311.5 萬 | 0.81% | +27,040+163.4% | 加碼 |
| Essex Investment Management Co LLC | 52,117 | $291.4 萬 | 0.33% | 00.0% | 不變 |
| Gratus Capital LLC | 51,614 | $288.6 萬 | 0.27% | +575+1.1% | 加碼 |
| Yousif Capital Management, LLC | 51,058 | $285.5 萬 | 0.03% | +51,058 | 新進 |
| Citigroup Inc | 48,689 | $272.2 萬 | 0.00% | +12,742+35.4% | 加碼 |
| Credit Suisse AG | 48,142 | $269.1 萬 | 0.00% | +2,893+6.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 47,180 | $263.8 萬 | 0.01% | +47,180 | 新進 |
| Great West Life Assurance Co | 46,327 | $258.9 萬 | 0.01% | +370+0.8% | 加碼 |
| National Asset Management, Inc. | 46,228 | $258.5 萬 | 0.07% | 00.0% | 不變 |
| Comerica Bank | 46,334 | $253.0 萬 | 0.02% | −2,034−4.2% | 減碼 |
| EAM Global Investors LLC | 45,253 | $253.0 萬 | 0.45% | +45,253 | 新進 |
| Deutsche Bank AG | 45,086 | $252.1 萬 | 0.00% | +1,545+3.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 43,993 | $246.0 萬 | 0.02% | +43,993 | 新進 |
| Thrivent Financial for Lutherans | 43,576 | $243.6 萬 | 0.00% | +423+1.0% | 加碼 |
| Baird Financial Group, Inc. | 43,094 | $240.9 萬 | 0.01% | −85,941−66.6% | 減碼 |
| Calamos Advisors LLC | 42,669 | $238.5 萬 | 0.01% | +42,669 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,470 | $226.3 萬 | 0.02% | −80.0% | 減碼 |
| Formula Growth Ltd | 39,624 | $221.5 萬 | 0.39% | 00.0% | 不變 |
| Texas Permanent School Fund | 38,595 | $215.8 萬 | 0.03% | −897−2.3% | 減碼 |
| State of Alaska, Department of Revenue | 37,926 | $212.0 萬 | 0.02% | −1,010−2.6% | 減碼 |
| SEI Investments Co | 36,820 | $208.3 萬 | 0.00% | −5,085−12.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 36,967 | $206.7 萬 | 0.00% | −20,284−35.4% | 減碼 |
| PDT Partners, LLC | 35,900 | $200.7 萬 | 0.15% | −4,600−11.4% | 減碼 |
| American International Group, Inc. | 34,428 | $192.5 萬 | 0.01% | −1,089−3.1% | 減碼 |
| Price T Rowe Associates Inc | 34,079 | $190.5 萬 | 0.00% | −3,732−9.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 33,334 | $186.4 萬 | 0.00% | +139+0.4% | 加碼 |
| EAM Investors, LLC | 32,515 | $181.8 萬 | 0.30% | +32,515 | 新進 |
| Virtue Capital Management, LLC | 30,013 | $167.8 萬 | 0.25% | +248+0.8% | 加碼 |
| AlphaCrest Capital Management LLC | 29,991 | $167.7 萬 | 0.06% | +21,860+268.8% | 加碼 |
| Truist Financial Corp | 29,064 | $162.5 萬 | 0.00% | −1,971−6.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 28,474 | $159.2 萬 | 0.00% | −119−0.4% | 減碼 |