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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 188,935 | $1,056 萬 | 0.01% | +188,935 | 新進 |
| S&T Bank | 190,793 | $1,067 萬 | 1.56% | −2,292−1.2% | 減碼 |
| Bragg Financial Advisors, Inc | 216,692 | $1,117 萬 | 0.72% | 00.0% | 不變 |
| FIL Ltd | 200,001 | $1,118 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 214,334 | $1,198 萬 | 0.00% | +43,483+25.5% | 加碼 |
| Stieven Capital Advisors, L.P. | 219,992 | $1,230 萬 | 1.48% | +14,500+7.1% | 加碼 |
| Invesco Ltd. | 220,562 | $1,233 萬 | 0.00% | −15,364−6.5% | 減碼 |
| Ci Investments Inc. | 226,500 | $1,266 萬 | 0.04% | −49,000−17.8% | 減碼 |
| Bridgeway Capital Management, LLC | 233,510 | $1,306 萬 | 0.24% | 00.0% | 不變 |
| Foundry Partners, LLC | 252,534 | $1,412 萬 | 0.50% | −27,103−9.7% | 減碼 |
| Parametric Portfolio Associates LLC | 271,876 | $1,520 萬 | 0.01% | +30,464+12.6% | 加碼 |
| Morgan Stanley | 291,327 | $1,629 萬 | 0.00% | +12,013+4.3% | 加碼 |
| Nuveen Asset Management, LLC | 308,599 | $1,667 萬 | 0.00% | +6,998+2.3% | 加碼 |
| Lord, Abbett & Co. LLC | 346,660 | $1,938 萬 | 0.04% | +2,100+0.6% | 加碼 |
| State of Wisconsin Investment Board | 369,600 | $2,066 萬 | 0.04% | −12,300−3.2% | 減碼 |
| Royce & Associates LP | 385,276 | $2,154 萬 | 0.16% | −35,560−8.4% | 減碼 |
| JPMorgan Chase & Co | 387,597 | $2,167 萬 | 0.00% | +30,272+8.5% | 加碼 |
| Redwood Investments, LLC | 416,281 | $2,327 萬 | 1.84% | −4,504−1.1% | 減碼 |
| Principal Financial Group Inc | 417,933 | $2,337 萬 | 0.01% | −38,270−8.4% | 減碼 |
| Orchard Capital Managment, LLC | 446,571 | $2,497 萬 | 7.32% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 461,591 | $2,581 萬 | 0.01% | +8,033+1.8% | 加碼 |
| Shaker Investments LLC | 471,425 | $2,636 萬 | 11.36% | −39,926−7.8% | 減碼 |
| Pembroke Management, LTD | 490,092 | $2,740 萬 | 2.01% | −8,905−1.8% | 減碼 |
| Norges Bank | 507,811 | $2,839 萬 | 0.01% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 599,999 | $3,355 萬 | 0.07% | +599,999 | 新進 |
| Robeco Institutional Asset Management B.V. | 600,000 | $3,355 萬 | 0.07% | −800,000−57.1% | 減碼 |
| Loomis Sayles & Co L P | 670,712 | $3,750 萬 | 0.05% | +63,910+10.5% | 加碼 |
| Bank of New York Mellon Corp | 704,627 | $3,940 萬 | 0.01% | −48,883−6.5% | 減碼 |
| Davis Capital Partners, LLC | 750,000 | $4,193 萬 | 2.00% | +74,324+11.0% | 加碼 |
| Northern Trust Corp | 813,132 | $4,546 萬 | 0.01% | −7,003−0.9% | 減碼 |
| Epoch Investment Partners, Inc. | 834,675 | $4,667 萬 | 0.24% | −236,749−22.1% | 減碼 |
| Rice Hall James & Associates, LLC | 884,705 | $4,946 萬 | 1.76% | −44,549−4.8% | 減碼 |
| Geode Capital Management, LLC | 939,655 | $5,254 萬 | 0.01% | +14,589+1.6% | 加碼 |
| Geneva Capital Management LLC | 940,416 | $5,258 萬 | 0.85% | −20,305−2.1% | 減碼 |
| Fred Alger Management, LLC | 1,087,453 | $6,080 萬 | 0.15% | +1,068+0.1% | 加碼 |
| FMR LLC | 1,529,415 | $8,551 萬 | 0.01% | +21,932+1.5% | 加碼 |
| Wasatch Advisors Inc | 1,805,039 | $1.01 億 | 0.41% | −115,198−6.0% | 減碼 |
| Ameriprise Financial Inc | 1,965,283 | $1.10 億 | 0.03% | +105,117+5.7% | 加碼 |
| State Street Corp | 1,999,516 | $1.12 億 | 0.01% | −13,284−0.7% | 減碼 |
| Dimensional Fund Advisors LP | 2,071,992 | $1.16 億 | 0.04% | −49,163−2.3% | 減碼 |
| Vanguard Group Inc | 5,711,997 | $3.19 億 | 0.01% | +237,076+4.3% | 加碼 |
| BlackRock Inc. | 8,747,300 | $4.89 億 | 0.01% | +86,947+1.0% | 加碼 |
| Clearview Wealth Advisors LLC | 5 | – | – | 00.0% | 不變 |
| Sofos Investments, Inc. | 1,512 | – | – | +1,292+587.3% | 加碼 |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −177,838−100.0% | 清倉 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −155,820−100.0% | 清倉 |
| TCW Group Inc | 0 | $0 | 0.00% | −91,800−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −43,082−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −16,755−100.0% | 清倉 |
| Pacific Ridge Capital Partners, LLC | 0 | $0 | 0.00% | −14,050−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −9,021−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −6,376−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,239−100.0% | 清倉 |
| Intelligence Driven Advisers, LLC | 0 | $0 | 0.00% | −4,421−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −4,467−100.0% | 清倉 |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −4,400−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,898−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,420−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −746−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −718−100.0% | 清倉 |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −475−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −448−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −365−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −257−100.0% | 清倉 |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | 本季未申報 |