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。
2022 年第 1 季 13F 持有人
Axos Financial, Inc. 在 2022/3/31 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
- 248
- 較 2021 年第 4 季 +7 家
- 持有股數
- 4,588 萬
- 較 2021 年第 4 季 +42.3 萬 (+0.9%)
- 總市值
- $21.3 億
- 較 2021 年第 4 季 −$4.12 億 (−16.2%)
- 新進機構
- 32
- 另有 83 家加碼
- 清倉機構
- 25
- 另有 94 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,727,609 | $4.05 億 | 0.01% | −19,691−0.2% | 減碼 |
| Vanguard Group Inc | 5,792,803 | $2.69 億 | 0.01% | +80,806+1.4% | 加碼 |
| State Street Corp | 2,169,986 | $1.01 億 | 0.00% | +170,470+8.5% | 加碼 |
| Dimensional Fund Advisors LP | 2,088,327 | $9,688 萬 | 0.03% | +16,335+0.8% | 加碼 |
| Ameriprise Financial Inc | 2,004,725 | $9,298 萬 | 0.03% | +39,442+2.0% | 加碼 |
| Wasatch Advisors Inc | 1,831,802 | $8,498 萬 | 0.42% | +26,763+1.5% | 加碼 |
| FMR LLC | 1,726,330 | $8,008 萬 | 0.01% | +196,915+12.9% | 加碼 |
| Geode Capital Management, LLC | 959,873 | $4,453 萬 | 0.01% | +20,218+2.2% | 加碼 |
| Epoch Investment Partners, Inc. | 935,991 | $4,342 萬 | 0.21% | +101,316+12.1% | 加碼 |
| Geneva Capital Management LLC | 929,660 | $4,313 萬 | 0.83% | −10,756−1.1% | 減碼 |
| Fred Alger Management, LLC | 920,421 | $4,270 萬 | 0.14% | −167,032−15.4% | 減碼 |
| Rice Hall James & Associates, LLC | 859,130 | $3,986 萬 | 1.59% | −25,575−2.9% | 減碼 |
| Standard Life Aberdeen plc | 812,059 | $3,791 萬 | 0.10% | +212,060+35.3% | 加碼 |
| Northern Trust Corp | 789,371 | $3,662 萬 | 0.01% | −23,761−2.9% | 減碼 |
| Davis Capital Partners, LLC | 775,000 | $3,595 萬 | 1.77% | +25,000+3.3% | 加碼 |
| Loomis Sayles & Co L P | 692,655 | $3,213 萬 | 0.04% | +21,943+3.3% | 加碼 |
| Bank of New York Mellon Corp | 663,475 | $3,078 萬 | 0.01% | −41,152−5.8% | 減碼 |
| Norges Bank | 507,811 | $2,356 萬 | 0.01% | 00.0% | 不變 |
| Pembroke Management, LTD | 499,350 | $2,317 萬 | 1.94% | +9,258+1.9% | 加碼 |
| Charles Schwab Investment Management Inc | 479,560 | $2,225 萬 | 0.01% | +17,969+3.9% | 加碼 |
| Shaker Investments LLC | 466,430 | $2,164 萬 | 11.01% | −4,995−1.1% | 減碼 |
| Orchard Capital Managment, LLC | 456,571 | $2,118 萬 | 6.02% | +10,000+2.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 450,000 | $2,088 萬 | 0.05% | −150,000−25.0% | 減碼 |
| JPMorgan Chase & Co | 430,530 | $1,997 萬 | 0.00% | +42,933+11.1% | 加碼 |
| Redwood Investments, LLC | 417,902 | $1,939 萬 | 1.84% | +1,621+0.4% | 加碼 |
| Principal Financial Group Inc | 397,306 | $1,843 萬 | 0.01% | −20,627−4.9% | 減碼 |
| State of Wisconsin Investment Board | 336,800 | $1,562 萬 | 0.03% | −32,800−8.9% | 減碼 |
| Morgan Stanley | 301,745 | $1,400 萬 | 0.00% | +10,418+3.6% | 加碼 |
| Millennium Management LLC | 291,900 | $1,354 萬 | 0.02% | +264,574+968.2% | 加碼 |
| Nuveen Asset Management, LLC | 278,579 | $1,343 萬 | 0.00% | −30,020−9.7% | 減碼 |
| Parametric Portfolio Associates LLC | 276,737 | $1,284 萬 | 0.01% | +4,861+1.8% | 加碼 |
| Royce & Associates LP | 253,114 | $1,174 萬 | 0.10% | −132,162−34.3% | 減碼 |
| Bragg Financial Advisors, Inc | 218,549 | $1,014 萬 | 0.59% | +1,857+0.9% | 加碼 |
| American Century Companies Inc | 218,382 | $1,013 萬 | 0.01% | +55,570+34.1% | 加碼 |
| Stieven Capital Advisors, L.P. | 216,692 | $1,005 萬 | 1.34% | −3,300−1.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 185,138 | $858.9 萬 | 0.01% | +176,531+2,051.0% | 加碼 |
| Raymond James & Associates | 183,174 | $849.7 萬 | 0.01% | +60,729+49.6% | 加碼 |
| FIL Ltd | 177,054 | $821.4 萬 | 0.01% | −22,947−11.5% | 減碼 |
| Scout Investments, Inc. | 176,338 | $818.0 萬 | 0.13% | −249−0.1% | 減碼 |
| Ci Investments Inc. | 175,817 | $815.6 萬 | 0.03% | −50,683−22.4% | 減碼 |
| S&T Bank | 175,262 | $813.0 萬 | 1.23% | −15,531−8.1% | 減碼 |
| Bridgeway Capital Management, LLC | 173,510 | $804.9 萬 | 0.16% | −60,000−25.7% | 減碼 |
| Invesco Ltd. | 171,904 | $797.4 萬 | 0.00% | −48,658−22.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 162,028 | $751.6 萬 | 0.01% | −26,907−14.2% | 減碼 |
| Legal & General Group Plc | 154,343 | $716.0 萬 | 0.00% | −357−0.2% | 減碼 |
| Rhumbline Advisers | 152,692 | $708.3 萬 | 0.01% | +3,125+2.1% | 加碼 |
| Bank of America Corp | 152,175 | $706.0 萬 | 0.00% | −62,159−29.0% | 減碼 |
| Lord, Abbett & Co. LLC | 149,606 | $694.0 萬 | 0.02% | −197,054−56.8% | 減碼 |
| Wellington Management Group LLP | 127,171 | $589.9 萬 | 0.00% | −4,302−3.3% | 減碼 |
| Swiss National Bank | 126,600 | $587.3 萬 | 0.00% | +9,000+7.7% | 加碼 |
| Royal Bank of Canada | 115,586 | $536.3 萬 | 0.00% | −6,443−5.3% | 減碼 |
| Connors Investor Services Inc | 112,743 | $523.0 萬 | 0.54% | +2,660+2.4% | 加碼 |
| Citadel Advisors LLC | 111,195 | $515.9 萬 | 0.01% | +111,195 | 新進 |
| Cubist Systematic Strategies, LLC | 105,707 | $490.4 萬 | 0.04% | +61,714+140.3% | 加碼 |
| Foundry Partners, LLC | 104,497 | $484.8 萬 | 0.25% | −148,037−58.6% | 減碼 |
| Public Sector Pension Investment Board | 99,956 | $463.7 萬 | 0.03% | −9,100−8.3% | 減碼 |
| Deutsche Bank AG | 87,538 | $406.0 萬 | 0.00% | +42,452+94.2% | 加碼 |
| Alliancebernstein L.P. | 84,615 | $392.5 萬 | 0.00% | −7,443−8.1% | 減碼 |
| Denali Advisors LLC | 80,900 | $375.3 萬 | 1.45% | +4,100+5.3% | 加碼 |
| Gator Capital Management, LLC | 78,880 | $365.9 萬 | 2.68% | 00.0% | 不變 |
| Prudential Financial Inc | 78,208 | $362.8 萬 | 0.00% | −9,943−11.3% | 減碼 |
| Goldman Sachs Group Inc | 77,854 | $361.1 萬 | 0.00% | −37,479−32.5% | 減碼 |
| Avalon Investment & Advisory | 77,572 | $359.9 萬 | 0.09% | +8,617+12.5% | 加碼 |
| D.A. Davidson & Co. | 77,448 | $359.3 萬 | 0.04% | +53,016+217.0% | 加碼 |
| Nomura Asset Management Co Ltd | 75,328 | $349.4 萬 | 0.02% | 00.0% | 不變 |
| New York State Common Retirement Fund | 73,900 | $342.8 萬 | 0.00% | +2,828+4.0% | 加碼 |
| Kennedy Capital Management, Inc. | 71,697 | $332.6 萬 | 0.08% | −716−1.0% | 減碼 |
| California State Teachers Retirement System | 69,986 | $324.7 萬 | 0.00% | −6,345−8.3% | 減碼 |
| Envestnet Asset Management Inc | 67,589 | $313.5 萬 | 0.00% | −2,523−3.6% | 減碼 |
| Squarepoint Ops LLC | 66,415 | $308.1 萬 | 0.02% | +41,858+170.5% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 62,003 | $287.6 萬 | 0.13% | 00.0% | 不變 |
| Laurus Investment Counsel Inc. | 60,820 | $282.2 萬 | 1.06% | +17,230+39.5% | 加碼 |
| UBS Asset Management Americas Inc | 57,014 | $264.5 萬 | 0.00% | −5,602−8.9% | 減碼 |
| First Trust Advisors LP | 54,276 | $251.8 萬 | 0.00% | −30,971−36.3% | 減碼 |
| Gratus Capital LLC | 51,614 | $239.4 萬 | 0.23% | 00.0% | 不變 |
| Credit Suisse AG | 51,056 | $236.8 萬 | 0.00% | +2,914+6.1% | 加碼 |
| Yousif Capital Management, LLC | 50,666 | $235.0 萬 | 0.03% | −392−0.8% | 減碼 |
| Essex Investment Management Co LLC | 49,122 | $227.9 萬 | 0.28% | −2,995−5.7% | 減碼 |
| First Eagle Investment Management, LLC | 48,514 | $225.1 萬 | 0.01% | +29,546+155.8% | 加碼 |
| Citigroup Inc | 48,361 | $224.3 萬 | 0.00% | −328−0.7% | 減碼 |
| Great West Life Assurance Co | 46,194 | $219.7 萬 | 0.00% | −133−0.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 47,180 | $218.9 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 46,311 | $214.9 萬 | 0.07% | +83+0.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 46,250 | $214.6 萬 | 0.04% | +46,250 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,167 | $214.2 萬 | 0.02% | +5,697+14.1% | 加碼 |
| Barclays PLC | 45,652 | $211.8 萬 | 0.00% | −29,219−39.0% | 減碼 |
| Ategra Capital Management, LLC | 44,980 | $208.7 萬 | 0.95% | +44,980 | 新進 |
| Thrivent Financial for Lutherans | 43,595 | $202.2 萬 | 0.00% | +190.0% | 加碼 |
| Comerica Bank | 45,849 | $194.3 萬 | 0.01% | −485−1.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 41,606 | $193.0 萬 | 0.00% | +8,272+24.8% | 加碼 |
| Formula Growth Ltd | 39,624 | $183.8 萬 | 0.35% | 00.0% | 不變 |
| Texas Permanent School Fund | 37,966 | $176.1 萬 | 0.02% | −629−1.6% | 減碼 |
| State of Alaska, Department of Revenue | 37,356 | $173.2 萬 | 0.02% | −570−1.5% | 減碼 |
| Russell Investments Group, Ltd. | 36,334 | $168.4 萬 | 0.00% | −30,919−46.0% | 減碼 |
| PDT Partners, LLC | 35,700 | $165.6 萬 | 0.14% | −200−0.6% | 減碼 |
| Price T Rowe Associates Inc | 35,341 | $163.9 萬 | 0.00% | +1,262+3.7% | 加碼 |
| HSBC Holdings PLC | 35,208 | $162.6 萬 | 0.00% | +25,626+267.4% | 加碼 |
| Wells Fargo & Company | 34,006 | $157.7 萬 | 0.00% | −22,130−39.4% | 減碼 |
| American International Group, Inc. | 32,422 | $150.4 萬 | 0.01% | −2,006−5.8% | 減碼 |
| Algert Global LLC | 32,275 | $149.7 萬 | 0.10% | +32,275 | 新進 |