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 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 | $47.1 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 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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 11,855 | $66.2 萬 | 0.00% | −243−2.0% | 減碼 |
| Orion Capital Management LLC | 12,300 | $68.8 萬 | 0.39% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 12,432 | $69.5 萬 | 0.00% | +4,429+55.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 13,090 | $73.2 萬 | 0.08% | −1,517−10.4% | 減碼 |
| Handelsbanken Fonder AB | 13,295 | $74.3 萬 | 0.00% | −1,800−11.9% | 減碼 |
| Victory Capital Management Inc | 14,013 | $78.3 萬 | 0.00% | −2,408−14.7% | 減碼 |
| ProShare Advisors LLC | 14,147 | $79.1 萬 | 0.00% | +5,458+62.8% | 加碼 |
| Bank of Montreal | 14,361 | $79.5 萬 | 0.00% | −335,613−95.9% | 減碼 |
| Arizona State Retirement System | 14,378 | $80.4 萬 | 0.01% | −144−1.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 14,479 | $81.0 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 14,597 | $81.6 萬 | 0.02% | +234+1.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 14,827 | $82.9 萬 | 0.01% | +127+0.9% | 加碼 |
| Metropolitan Life Insurance Co | 14,912 | $83.4 萬 | 0.01% | −271−1.8% | 減碼 |
| BerganKDV Wealth Management, LLC | 15,002 | $83.9 萬 | 0.09% | +900+6.4% | 加碼 |
| Jane Street Group, LLC | 16,945 | $94.8 萬 | 0.00% | +5,083+42.9% | 加碼 |
| Stifel Financial Corp | 17,228 | $96.3 萬 | 0.00% | −197−1.1% | 減碼 |
| Advisor Group Holdings, Inc. | 17,415 | $97.4 萬 | 0.00% | +4,556+35.4% | 加碼 |
| First Republic Investment Management, Inc. | 18,921 | $105.8 萬 | 0.00% | +680+3.7% | 加碼 |
| First Eagle Investment Management, LLC | 18,968 | $106.1 萬 | 0.00% | +15,000+378.0% | 加碼 |
| Ensign Peak Advisors, Inc | 19,071 | $106.6 萬 | 0.00% | −29,600−60.8% | 減碼 |
| Janus Henderson Group PLC | 19,083 | $106.7 萬 | 0.00% | +6,691+54.0% | 加碼 |
| Man Group plc | 19,500 | $109.0 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 19,507 | $109.1 萬 | 0.01% | −1,452−6.9% | 減碼 |
| Second Curve Capital LLC | 20,000 | $111.8 萬 | 1.20% | +20,000 | 新進 |
| Jacobs Levy Equity Management, Inc | 20,447 | $114.3 萬 | 0.01% | −85,817−80.8% | 減碼 |
| LPL Financial LLC | 20,570 | $115.0 萬 | 0.00% | +665+3.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 20,729 | $115.9 萬 | 0.01% | −59−0.3% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 21,000 | $117.4 萬 | 0.15% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 21,347 | $119.4 萬 | 0.03% | +341+1.6% | 加碼 |
| UBS Group AG | 21,407 | $119.7 萬 | 0.00% | +9,391+78.2% | 加碼 |
| Voya Investment Management LLC | 22,637 | $126.6 萬 | 0.00% | −472−2.0% | 減碼 |
| Ridgewood Investments LLC | 23,542 | $131.6 萬 | 0.83% | −100−0.4% | 減碼 |
| State of Tennessee, Treasury Department | 23,894 | $133.6 萬 | 0.00% | 00.0% | 不變 |
| D.A. Davidson & Co. | 24,432 | $136.6 萬 | 0.01% | +2,607+11.9% | 加碼 |
| Squarepoint Ops LLC | 24,557 | $137.3 萬 | 0.01% | −1,377−5.3% | 減碼 |
| New York State Teachers Retirement System | 24,862 | $139.0 萬 | 0.00% | −200−0.8% | 減碼 |
| Advantage Alpha Capital Partners LP | 25,209 | $140.9 萬 | 0.20% | +4,680+22.8% | 加碼 |
| Louisiana State Employees Retirement System | 25,900 | $144.8 萬 | 0.03% | +200+0.8% | 加碼 |
| Amalgamated Bank | 25,939 | $145.0 萬 | 0.01% | −381−1.4% | 減碼 |
| Millennium Management LLC | 27,326 | $152.8 萬 | 0.00% | −15,243−35.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 27,767 | $153.9 萬 | 0.02% | +27,767 | 新進 |
| State Board of Administration of Florida Retirement System | 27,712 | $154.9 萬 | 0.00% | −2,859−9.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 28,474 | $159.2 萬 | 0.00% | −119−0.4% | 減碼 |
| Truist Financial Corp | 29,064 | $162.5 萬 | 0.00% | −1,971−6.4% | 減碼 |
| AlphaCrest Capital Management LLC | 29,991 | $167.7 萬 | 0.06% | +21,860+268.8% | 加碼 |
| Virtue Capital Management, LLC | 30,013 | $167.8 萬 | 0.25% | +248+0.8% | 加碼 |
| EAM Investors, LLC | 32,515 | $181.8 萬 | 0.30% | +32,515 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 33,334 | $186.4 萬 | 0.00% | +139+0.4% | 加碼 |
| Price T Rowe Associates Inc | 34,079 | $190.5 萬 | 0.00% | −3,732−9.9% | 減碼 |
| American International Group, Inc. | 34,428 | $192.5 萬 | 0.01% | −1,089−3.1% | 減碼 |
| PDT Partners, LLC | 35,900 | $200.7 萬 | 0.15% | −4,600−11.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 36,967 | $206.7 萬 | 0.00% | −20,284−35.4% | 減碼 |
| SEI Investments Co | 36,820 | $208.3 萬 | 0.00% | −5,085−12.1% | 減碼 |
| State of Alaska, Department of Revenue | 37,926 | $212.0 萬 | 0.02% | −1,010−2.6% | 減碼 |
| Texas Permanent School Fund | 38,595 | $215.8 萬 | 0.03% | −897−2.3% | 減碼 |
| Formula Growth Ltd | 39,624 | $221.5 萬 | 0.39% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,470 | $226.3 萬 | 0.02% | −80.0% | 減碼 |
| Calamos Advisors LLC | 42,669 | $238.5 萬 | 0.01% | +42,669 | 新進 |
| Baird Financial Group, Inc. | 43,094 | $240.9 萬 | 0.01% | −85,941−66.6% | 減碼 |
| Thrivent Financial for Lutherans | 43,576 | $243.6 萬 | 0.00% | +423+1.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 43,993 | $246.0 萬 | 0.02% | +43,993 | 新進 |
| Deutsche Bank AG | 45,086 | $252.1 萬 | 0.00% | +1,545+3.5% | 加碼 |
| 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 |
| National Asset Management, Inc. | 46,228 | $258.5 萬 | 0.07% | 00.0% | 不變 |
| Great West Life Assurance Co | 46,327 | $258.9 萬 | 0.01% | +370+0.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 47,180 | $263.8 萬 | 0.01% | +47,180 | 新進 |
| Credit Suisse AG | 48,142 | $269.1 萬 | 0.00% | +2,893+6.4% | 加碼 |
| Citigroup Inc | 48,689 | $272.2 萬 | 0.00% | +12,742+35.4% | 加碼 |
| Yousif Capital Management, LLC | 51,058 | $285.5 萬 | 0.03% | +51,058 | 新進 |
| Gratus Capital LLC | 51,614 | $288.6 萬 | 0.27% | +575+1.1% | 加碼 |
| Essex Investment Management Co LLC | 52,117 | $291.4 萬 | 0.33% | 00.0% | 不變 |
| Laurus Investment Counsel Inc. | 43,590 | $311.5 萬 | 0.81% | +27,040+163.4% | 加碼 |
| Wells Fargo & Company | 56,136 | $313.8 萬 | 0.00% | −153,406−73.2% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 62,003 | $346.7 萬 | 0.12% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 62,616 | $350.1 萬 | 0.00% | +956+1.6% | 加碼 |
| Russell Investments Group, Ltd. | 67,253 | $375.8 萬 | 0.01% | +27,151+67.7% | 加碼 |
| Avalon Investment & Advisory | 68,955 | $385.5 萬 | 0.10% | −9,873−12.5% | 減碼 |
| Envestnet Asset Management Inc | 70,112 | $392.0 萬 | 0.00% | −390−0.6% | 減碼 |
| New York State Common Retirement Fund | 71,072 | $397.4 萬 | 0.00% | +2,799+4.1% | 加碼 |
| Kennedy Capital Management, Inc. | 72,413 | $404.9 萬 | 0.09% | −2,540−3.4% | 減碼 |
| Barclays PLC | 74,871 | $418.5 萬 | 0.00% | +30,264+67.8% | 加碼 |
| Nomura Asset Management Co Ltd | 75,328 | $421.2 萬 | 0.02% | +75,328 | 新進 |
| California State Teachers Retirement System | 76,331 | $426.8 萬 | 0.00% | +1,814+2.4% | 加碼 |
| Denali Advisors LLC | 76,800 | $429.4 萬 | 1.61% | +9,800+14.6% | 加碼 |
| Gator Capital Management, LLC | 78,880 | $441.0 萬 | 3.19% | +78,880 | 新進 |
| First Trust Advisors LP | 85,247 | $476.6 萬 | 0.00% | +26,144+44.2% | 加碼 |
| Prudential Financial Inc | 88,151 | $493.0 萬 | 0.01% | +2,381+2.8% | 加碼 |
| Alliancebernstein L.P. | 92,058 | $514.7 萬 | 0.00% | −394−0.4% | 減碼 |
| Public Sector Pension Investment Board | 109,056 | $609.7 萬 | 0.03% | +1,180+1.1% | 加碼 |
| Connors Investor Services Inc | 110,083 | $615.5 萬 | 0.60% | −24,391−18.1% | 減碼 |
| Goldman Sachs Group Inc | 115,333 | $644.8 萬 | 0.00% | +55,648+93.2% | 加碼 |
| Swiss National Bank | 117,600 | $657.5 萬 | 0.00% | −200−0.2% | 減碼 |
| Royal Bank of Canada | 122,029 | $682.2 萬 | 0.00% | +1,344+1.1% | 加碼 |
| Raymond James & Associates | 122,445 | $684.6 萬 | 0.01% | +869+0.7% | 加碼 |
| Wellington Management Group LLP | 131,473 | $735.1 萬 | 0.00% | −84,313−39.1% | 減碼 |
| Rhumbline Advisers | 149,567 | $836.2 萬 | 0.01% | −1,998−1.3% | 減碼 |
| Legal & General Group Plc | 154,700 | $865.0 萬 | 0.00% | +5,330+3.6% | 加碼 |
| American Century Companies Inc | 162,812 | $910.3 萬 | 0.01% | +14,780+10.0% | 加碼 |
| Scout Investments, Inc. | 176,587 | $987.3 萬 | 0.14% | −3,974−2.2% | 減碼 |