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 3 季 13F 持有人
Axos Financial, Inc. 在 2022/9/30 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
- 251
- 較 2022 年第 2 季 +16 家
- 持有股數
- 4,700 萬
- 較 2022 年第 2 季 +113.2 萬 (+2.5%)
- 總市值
- $16.1 億
- 較 2022 年第 2 季 −$3,922 萬 (−2.4%)
- 新進機構
- 35
- 另有 88 家加碼
- 清倉機構
- 19
- 另有 84 家減碼
另有 4 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 124,449 | $426.0 萬 | 0.02% | −22,731−15.4% | 減碼 |
| Swiss National Bank | 127,300 | $435.7 萬 | 0.00% | +700+0.6% | 加碼 |
| Raymond James & Associates | 134,254 | $459.6 萬 | 0.00% | −44,861−25.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 142,345 | $487.2 萬 | 0.01% | +39,096+37.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 150,000 | $513.5 萬 | 0.02% | −40,000−21.1% | 減碼 |
| Legal & General Group Plc | 155,385 | $531.8 萬 | 0.00% | −3,163−2.0% | 減碼 |
| FIL Ltd | 157,145 | $537.9 萬 | 0.01% | −11,442−6.8% | 減碼 |
| Rhumbline Advisers | 167,061 | $571.8 萬 | 0.01% | +6,056+3.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 167,764 | $574.3 萬 | 0.01% | −44,902−21.1% | 減碼 |
| Invesco Ltd. | 172,376 | $590.0 萬 | 0.00% | −8,694−4.8% | 減碼 |
| S&T Bank | 172,523 | $590.5 萬 | 1.14% | −2,814−1.6% | 減碼 |
| Bank of America Corp | 199,795 | $683.9 萬 | 0.00% | +22,273+12.5% | 加碼 |
| Goldman Sachs Group Inc | 204,405 | $699.7 萬 | 0.00% | +76,905+60.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 207,358 | $709.8 萬 | 0.05% | +71,031+52.1% | 加碼 |
| Scout Investments, Inc. | 207,740 | $711.1 萬 | 0.15% | −5,886−2.8% | 減碼 |
| Ategra Capital Management, LLC | 234,247 | $801.8 萬 | 4.28% | +90,553+63.0% | 加碼 |
| Stieven Capital Advisors, L.P. | 251,592 | $861.2 萬 | 1.41% | +30,000+13.5% | 加碼 |
| Royce & Associates LP | 259,414 | $888.0 萬 | 0.10% | +4,300+1.7% | 加碼 |
| American Century Companies Inc | 305,196 | $1,045 萬 | 0.01% | +26,061+9.3% | 加碼 |
| Orchard Capital Managment, LLC | 311,750 | $1,067 萬 | 3.99% | −157,121−33.5% | 減碼 |
| Principal Financial Group Inc | 328,634 | $1,125 萬 | 0.01% | −3,641−1.1% | 減碼 |
| CCG Wealth Management, LLC | 350,244 | $1,199 萬 | 7.33% | +350,244 | 新進 |
| Redwood Investments, LLC | 389,565 | $1,334 萬 | 1.79% | −91,893−19.1% | 減碼 |
| Standard Life Aberdeen plc | 405,000 | $1,386 萬 | 0.04% | −369,351−47.7% | 減碼 |
| JPMorgan Chase & Co | 417,358 | $1,429 萬 | 0.00% | +48,750+13.2% | 加碼 |
| Basswood Capital Management, L.L.C. | 448,196 | $1,534 萬 | 1.13% | −91,225−16.9% | 減碼 |
| Shaker Investments LLC | 450,354 | $1,542 萬 | 10.34% | +720.0% | 加碼 |
| Nuveen Asset Management, LLC | 456,720 | $1,563 萬 | 0.01% | −6,226−1.3% | 減碼 |
| Pembroke Management, LTD | 487,262 | $1,668 萬 | 1.85% | −8,987−1.8% | 減碼 |
| Charles Schwab Investment Management Inc | 530,218 | $1,815 萬 | 0.01% | +33,958+6.8% | 加碼 |
| Morgan Stanley | 544,448 | $1,864 萬 | 0.00% | −56,126−9.3% | 減碼 |
| Norges Bank | 548,282 | $1,877 萬 | 0.00% | +24,723+4.7% | 加碼 |
| Loomis Sayles & Co L P | 583,296 | $1,997 萬 | 0.04% | −5,647−1.0% | 減碼 |
| Millennium Management LLC | 623,004 | $2,133 萬 | 0.03% | +339,879+120.0% | 加碼 |
| Bank of New York Mellon Corp | 627,959 | $2,150 萬 | 0.01% | −4,727−0.7% | 減碼 |
| Rice Hall James & Associates, LLC | 671,813 | $2,300 萬 | 1.33% | −156,310−18.9% | 減碼 |
| Northern Trust Corp | 781,060 | $2,674 萬 | 0.01% | +2030.0% | 加碼 |
| Jarislowsky, Fraser Ltd | 781,979 | $2,677 萬 | 0.19% | +170,348+27.9% | 加碼 |
| Davis Asset Management, L.P. | 866,721 | $2,967 萬 | 1.74% | +866,721 | 新進 |
| Epoch Investment Partners, Inc. | 919,138 | $3,146 萬 | 0.21% | −16,564−1.8% | 減碼 |
| Geneva Capital Management LLC | 955,501 | $3,271 萬 | 0.76% | +36,383+4.0% | 加碼 |
| Geode Capital Management, LLC | 977,083 | $3,345 萬 | 0.01% | +11,869+1.2% | 加碼 |
| Fred Alger Management, LLC | 1,174,172 | $4,019 萬 | 0.20% | +113,975+10.8% | 加碼 |
| Wasatch Advisors Inc | 1,371,840 | $4,696 萬 | 0.33% | −285,991−17.3% | 減碼 |
| Ameriprise Financial Inc | 1,890,356 | $6,471 萬 | 0.02% | −65,465−3.3% | 減碼 |
| FMR LLC | 1,929,533 | $6,605 萬 | 0.01% | +146,838+8.2% | 加碼 |
| State Street Corp | 2,081,293 | $7,124 萬 | 0.00% | −231,078−10.0% | 減碼 |
| Dimensional Fund Advisors LP | 2,146,845 | $7,349 萬 | 0.03% | +35,534+1.7% | 加碼 |
| Vanguard Group Inc | 5,944,406 | $2.03 億 | 0.01% | +80,318+1.4% | 加碼 |
| BlackRock Inc. | 8,565,494 | $2.93 億 | 0.01% | +75,256+0.9% | 加碼 |
| Sofos Investments, Inc. | 680 | – | – | −112−14.1% | 減碼 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −71,195−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | – | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −20,297−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,917−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,618−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,792−100.0% | 清倉 |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −10,814−100.0% | 清倉 |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −10,184−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,496−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −5,843−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,615−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,342−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −1,063−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −839−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −326−100.0% | 清倉 |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Davis Capital Partners, LLC | – | – | – | – | 本季未申報 |
| Sciencast Management LP | – | – | – | – | 本季未申報 |
| Exane Derivatives | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |