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 387 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 | 387 | $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 |
|---|---|---|---|---|---|
| Bank of America Corp | 152,175 | $706.0 萬 | 0.00% | −62,159−29.0% | 減碼 |
| Rhumbline Advisers | 152,692 | $708.3 萬 | 0.01% | +3,125+2.1% | 加碼 |
| Legal & General Group Plc | 154,343 | $716.0 萬 | 0.00% | −357−0.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 162,028 | $751.6 萬 | 0.01% | −26,907−14.2% | 減碼 |
| Invesco Ltd. | 171,904 | $797.4 萬 | 0.00% | −48,658−22.1% | 減碼 |
| Bridgeway Capital Management, LLC | 173,510 | $804.9 萬 | 0.16% | −60,000−25.7% | 減碼 |
| S&T Bank | 175,262 | $813.0 萬 | 1.23% | −15,531−8.1% | 減碼 |
| Ci Investments Inc. | 175,817 | $815.6 萬 | 0.03% | −50,683−22.4% | 減碼 |
| Scout Investments, Inc. | 176,338 | $818.0 萬 | 0.13% | −249−0.1% | 減碼 |
| FIL Ltd | 177,054 | $821.4 萬 | 0.01% | −22,947−11.5% | 減碼 |
| Raymond James & Associates | 183,174 | $849.7 萬 | 0.01% | +60,729+49.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 185,138 | $858.9 萬 | 0.01% | +176,531+2,051.0% | 加碼 |
| Stieven Capital Advisors, L.P. | 216,692 | $1,005 萬 | 1.34% | −3,300−1.5% | 減碼 |
| American Century Companies Inc | 218,382 | $1,013 萬 | 0.01% | +55,570+34.1% | 加碼 |
| Bragg Financial Advisors, Inc | 218,549 | $1,014 萬 | 0.59% | +1,857+0.9% | 加碼 |
| Royce & Associates LP | 253,114 | $1,174 萬 | 0.10% | −132,162−34.3% | 減碼 |
| Parametric Portfolio Associates LLC | 276,737 | $1,284 萬 | 0.01% | +4,861+1.8% | 加碼 |
| Nuveen Asset Management, LLC | 278,579 | $1,343 萬 | 0.00% | −30,020−9.7% | 減碼 |
| Millennium Management LLC | 291,900 | $1,354 萬 | 0.02% | +264,574+968.2% | 加碼 |
| Morgan Stanley | 301,745 | $1,400 萬 | 0.00% | +10,418+3.6% | 加碼 |
| State of Wisconsin Investment Board | 336,800 | $1,562 萬 | 0.03% | −32,800−8.9% | 減碼 |
| Principal Financial Group Inc | 397,306 | $1,843 萬 | 0.01% | −20,627−4.9% | 減碼 |
| Redwood Investments, LLC | 417,902 | $1,939 萬 | 1.84% | +1,621+0.4% | 加碼 |
| JPMorgan Chase & Co | 430,530 | $1,997 萬 | 0.00% | +42,933+11.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 450,000 | $2,088 萬 | 0.05% | −150,000−25.0% | 減碼 |
| Orchard Capital Managment, LLC | 456,571 | $2,118 萬 | 6.02% | +10,000+2.2% | 加碼 |
| Shaker Investments LLC | 466,430 | $2,164 萬 | 11.01% | −4,995−1.1% | 減碼 |
| Charles Schwab Investment Management Inc | 479,560 | $2,225 萬 | 0.01% | +17,969+3.9% | 加碼 |
| Pembroke Management, LTD | 499,350 | $2,317 萬 | 1.94% | +9,258+1.9% | 加碼 |
| Norges Bank | 507,811 | $2,356 萬 | 0.01% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 663,475 | $3,078 萬 | 0.01% | −41,152−5.8% | 減碼 |
| Loomis Sayles & Co L P | 692,655 | $3,213 萬 | 0.04% | +21,943+3.3% | 加碼 |
| Davis Capital Partners, LLC | 775,000 | $3,595 萬 | 1.77% | +25,000+3.3% | 加碼 |
| Northern Trust Corp | 789,371 | $3,662 萬 | 0.01% | −23,761−2.9% | 減碼 |
| Standard Life Aberdeen plc | 812,059 | $3,791 萬 | 0.10% | +212,060+35.3% | 加碼 |
| Rice Hall James & Associates, LLC | 859,130 | $3,986 萬 | 1.59% | −25,575−2.9% | 減碼 |
| Fred Alger Management, LLC | 920,421 | $4,270 萬 | 0.14% | −167,032−15.4% | 減碼 |
| Geneva Capital Management LLC | 929,660 | $4,313 萬 | 0.83% | −10,756−1.1% | 減碼 |
| Epoch Investment Partners, Inc. | 935,991 | $4,342 萬 | 0.21% | +101,316+12.1% | 加碼 |
| Geode Capital Management, LLC | 959,873 | $4,453 萬 | 0.01% | +20,218+2.2% | 加碼 |
| FMR LLC | 1,726,330 | $8,008 萬 | 0.01% | +196,915+12.9% | 加碼 |
| Wasatch Advisors Inc | 1,831,802 | $8,498 萬 | 0.42% | +26,763+1.5% | 加碼 |
| Ameriprise Financial Inc | 2,004,725 | $9,298 萬 | 0.03% | +39,442+2.0% | 加碼 |
| Dimensional Fund Advisors LP | 2,088,327 | $9,688 萬 | 0.03% | +16,335+0.8% | 加碼 |
| State Street Corp | 2,169,986 | $1.01 億 | 0.00% | +170,470+8.5% | 加碼 |
| Vanguard Group Inc | 5,792,803 | $2.69 億 | 0.01% | +80,806+1.4% | 加碼 |
| BlackRock Inc. | 8,727,609 | $4.05 億 | 0.01% | −19,691−0.2% | 減碼 |
| Sofos Investments, Inc. | 1,012 | – | – | −500−33.1% | 減碼 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −72−100.0% | 清倉 |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −45,253−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −43,094−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −42,669−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −32,515−100.0% | 清倉 |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −30,013−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −14,597−100.0% | 清倉 |
| PFG Advisors | 0 | $0 | 0.00% | −9,100−100.0% | 清倉 |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −8,999−100.0% | 清倉 |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −8,983−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,457−100.0% | 清倉 |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −6,150−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,943−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,249−100.0% | 清倉 |
| Synovus Financial Corp | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,182−100.0% | 清倉 |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −1,952−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,259−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −411−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −284−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Second Curve Capital LLC | – | – | – | – | 本季未申報 |
| 6 Meridian | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |