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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 27,712 | $154.9 萬 | 0.00% | −2,859−9.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 27,767 | $153.9 萬 | 0.02% | +27,767 | 新進 |
| Millennium Management LLC | 27,326 | $152.8 萬 | 0.00% | −15,243−35.8% | 減碼 |
| Amalgamated Bank | 25,939 | $145.0 萬 | 0.01% | −381−1.4% | 減碼 |
| Louisiana State Employees Retirement System | 25,900 | $144.8 萬 | 0.03% | +200+0.8% | 加碼 |
| Advantage Alpha Capital Partners LP | 25,209 | $140.9 萬 | 0.20% | +4,680+22.8% | 加碼 |
| New York State Teachers Retirement System | 24,862 | $139.0 萬 | 0.00% | −200−0.8% | 減碼 |
| Squarepoint Ops LLC | 24,557 | $137.3 萬 | 0.01% | −1,377−5.3% | 減碼 |
| D.A. Davidson & Co. | 24,432 | $136.6 萬 | 0.01% | +2,607+11.9% | 加碼 |
| State of Tennessee, Treasury Department | 23,894 | $133.6 萬 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 23,542 | $131.6 萬 | 0.83% | −100−0.4% | 減碼 |
| Voya Investment Management LLC | 22,637 | $126.6 萬 | 0.00% | −472−2.0% | 減碼 |
| UBS Group AG | 21,407 | $119.7 萬 | 0.00% | +9,391+78.2% | 加碼 |
| Maryland State Retirement & Pension System | 21,347 | $119.4 萬 | 0.03% | +341+1.6% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 21,000 | $117.4 萬 | 0.15% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 20,729 | $115.9 萬 | 0.01% | −59−0.3% | 減碼 |
| LPL Financial LLC | 20,570 | $115.0 萬 | 0.00% | +665+3.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 20,447 | $114.3 萬 | 0.01% | −85,817−80.8% | 減碼 |
| Second Curve Capital LLC | 20,000 | $111.8 萬 | 1.20% | +20,000 | 新進 |
| MetLife Investment Management | 19,507 | $109.1 萬 | 0.01% | −1,452−6.9% | 減碼 |
| Man Group plc | 19,500 | $109.0 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 19,083 | $106.7 萬 | 0.00% | +6,691+54.0% | 加碼 |
| Ensign Peak Advisors, Inc | 19,071 | $106.6 萬 | 0.00% | −29,600−60.8% | 減碼 |
| First Eagle Investment Management, LLC | 18,968 | $106.1 萬 | 0.00% | +15,000+378.0% | 加碼 |
| First Republic Investment Management, Inc. | 18,921 | $105.8 萬 | 0.00% | +680+3.7% | 加碼 |
| Advisor Group Holdings, Inc. | 17,415 | $97.4 萬 | 0.00% | +4,556+35.4% | 加碼 |
| Stifel Financial Corp | 17,228 | $96.3 萬 | 0.00% | −197−1.1% | 減碼 |
| Jane Street Group, LLC | 16,945 | $94.8 萬 | 0.00% | +5,083+42.9% | 加碼 |
| BerganKDV Wealth Management, LLC | 15,002 | $83.9 萬 | 0.09% | +900+6.4% | 加碼 |
| Metropolitan Life Insurance Co | 14,912 | $83.4 萬 | 0.01% | −271−1.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 14,827 | $82.9 萬 | 0.01% | +127+0.9% | 加碼 |
| Exchange Traded Concepts, LLC | 14,597 | $81.6 萬 | 0.02% | +234+1.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 14,479 | $81.0 萬 | 0.01% | 00.0% | 不變 |
| Arizona State Retirement System | 14,378 | $80.4 萬 | 0.01% | −144−1.0% | 減碼 |
| Bank of Montreal | 14,361 | $79.5 萬 | 0.00% | −335,613−95.9% | 減碼 |
| ProShare Advisors LLC | 14,147 | $79.1 萬 | 0.00% | +5,458+62.8% | 加碼 |
| Victory Capital Management Inc | 14,013 | $78.3 萬 | 0.00% | −2,408−14.7% | 減碼 |
| Handelsbanken Fonder AB | 13,295 | $74.3 萬 | 0.00% | −1,800−11.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 13,090 | $73.2 萬 | 0.08% | −1,517−10.4% | 減碼 |
| Susquehanna International Group, LLP | 12,432 | $69.5 萬 | 0.00% | +4,429+55.3% | 加碼 |
| Orion Capital Management LLC | 12,300 | $68.8 萬 | 0.39% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 11,855 | $66.2 萬 | 0.00% | −243−2.0% | 減碼 |
| Nisa Investment Advisors, LLC | 12,300 | $63.3 萬 | 0.00% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 10,773 | $60.2 萬 | 0.00% | +10,773 | 新進 |
| Jaffetilchin Investment Partners, LLC | 10,565 | $59.1 萬 | 0.06% | +40+0.4% | 加碼 |
| Teacher Retirement System of Texas | 10,363 | $57.9 萬 | 0.00% | +1,801+21.0% | 加碼 |
| Alpha Cubed Investments, LLC | 9,800 | $54.8 萬 | 0.04% | −1,000−9.3% | 減碼 |
| Pinnacle Associates Ltd | 9,800 | $54.8 萬 | 0.01% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 9,768 | $54.6 萬 | 0.04% | −481−4.7% | 減碼 |
| HSBC Holdings PLC | 9,582 | $53.3 萬 | 0.00% | +2,875+42.9% | 加碼 |
| PFG Advisors | 9,100 | $50.9 萬 | 0.05% | +9,100 | 新進 |
| Ellsworth Advisors, LLC | 8,999 | $50.3 萬 | 0.19% | +8,999 | 新進 |
| IndexIQ Advisors LLC | 8,983 | $50.2 萬 | 0.02% | −581−6.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 8,607 | $48.1 萬 | 0.00% | −9,257−51.8% | 減碼 |
| Everence Capital Management Inc | 8,590 | $48.0 萬 | 0.04% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 8,590 | $48.0 萬 | 0.10% | 00.0% | 不變 |
| Hancock Whitney Corp | 8,552 | $47.8 萬 | 0.02% | −979−10.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 8,494 | $47.5 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,125 | $45.4 萬 | 0.00% | +2,756+51.3% | 加碼 |
| Marshall Wace, LLP | 7,865 | $43.9 萬 | 0.00% | +7,865 | 新進 |
| Balyasny Asset Management LLC | 7,645 | $42.7 萬 | 0.00% | −3,791−33.1% | 減碼 |
| Mutual of America Capital Management LLC | 7,316 | $40.9 萬 | 0.00% | +197+2.8% | 加碼 |
| Clearstead Advisors, LLC | 7,020 | $39.2 萬 | 0.03% | 00.0% | 不變 |
| Quantinno Capital Management LP | 6,896 | $38.6 萬 | 0.07% | −7,320−51.5% | 減碼 |
| Mutual Advisors, LLC | 6,591 | $36.9 萬 | 0.02% | −7−0.1% | 減碼 |
| Creative Planning | 6,559 | $36.7 萬 | 0.00% | −1,375−17.3% | 減碼 |
| Gsa Capital Partners LLP | 6,457 | $36.1 萬 | 0.05% | −7,495−53.7% | 減碼 |
| Barnett & Company, Inc. | 6,150 | $34.4 萬 | 0.24% | 00.0% | 不變 |
| Bank Hapoalim BM | 6,142 | $34.3 萬 | 0.03% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 6,000 | $33.6 萬 | 0.00% | +200+3.4% | 加碼 |
| Engineers Gate Manager LP | 5,943 | $33.2 萬 | 0.01% | +1,718+40.7% | 加碼 |
| Cim Investment Mangement Inc | 5,891 | $32.9 萬 | 0.10% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 5,363 | $30.0 萬 | 0.00% | +5,363 | 新進 |
| Prudent Man Advisors, LLC | 5,288 | $29.6 萬 | 0.11% | −858−14.0% | 減碼 |
| Qube Research & Technologies Ltd | 5,249 | $29.3 萬 | 0.00% | +5,249 | 新進 |
| Profund Advisors LLC | 5,050 | $28.2 萬 | 0.01% | −224−4.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,032 | $28.2 萬 | 0.00% | +2,052+68.9% | 加碼 |
| Synovus Financial Corp | 5,000 | $28.0 萬 | 0.00% | 00.0% | 不變 |
| Private Asset Management Inc | 5,000 | $28.0 萬 | 0.03% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 4,992 | $27.9 萬 | 0.01% | −7,830−61.1% | 減碼 |
| Cetera Advisors LLC | 4,810 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Choate Investment Advisors | 4,759 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 4,474 | $25.0 萬 | 0.01% | 00.0% | 不變 |
| 6 Meridian | 4,214 | $23.6 萬 | 0.02% | +18+0.4% | 加碼 |
| Paloma Partners Management Co | 4,078 | $22.8 萬 | 0.01% | +4,078 | 新進 |
| Raymond James Trust N.A. | 3,874 | $21.6 萬 | 0.01% | −321−7.7% | 減碼 |
| Guggenheim Capital LLC | 3,836 | $21.4 萬 | 0.00% | −2,125−35.6% | 減碼 |
| CWM, LLC | 3,632 | $20.3 萬 | 0.00% | +3,632 | 新進 |
| Earnest Partners LLC | 3,600 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,437 | $19.2 萬 | 0.00% | +177+5.4% | 加碼 |
| US Bancorp | 3,321 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 3,182 | $17.8 萬 | 0.01% | +3,182 | 新進 |
| USA Financial Portformulas Corp | 2,137 | $11.9 萬 | 0.10% | +2,137 | 新進 |
| Captrust Financial Advisors | 2,081 | $11.6 萬 | 0.00% | +65+3.2% | 加碼 |
| Hanseatic Management Services Inc | 1,952 | $10.9 萬 | 0.18% | +164+9.2% | 加碼 |
| SG Americas Securities, LLC | 1,858 | $10.4 萬 | 0.00% | −82,939−97.8% | 減碼 |
| State of Wyoming | 1,686 | $9.40 萬 | 0.04% | −10−0.6% | 減碼 |
| Financial Management Professionals, Inc. | 1,499 | $8.40 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 1,364 | $7.60 萬 | 0.00% | −21−1.5% | 減碼 |
| Oakworth Capital, Inc. | 1,305 | $7.30 萬 | 0.01% | 00.0% | 不變 |