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 $47.3 億；沒有大師持有。
2022 年第 4 季 13F 持有人
Axos Financial, Inc. 在 2022/12/31 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 2022 年第 3 季 −4 家
- 持有股數
- 4,711 萬
- 較 2022 年第 3 季 +11.8 萬 (+0.3%)
- 總市值
- $18.0 億
- 較 2022 年第 3 季 +$1.86 億 (+11.5%)
- 新進機構
- 27
- 另有 90 家加碼
- 清倉機構
- 31
- 另有 80 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 | $47.3 億 |
| 2026 年第 1 季 | 387 | $40.7 億 |
| 2025 年第 4 季 | 379 | $39.7 億 |
| 2025 年第 3 季 | 382 | $38.6 億 |
| 2025 年第 2 季 | 365 | $34.3 億 |
| 2025 年第 1 季 | 352 | $29.7 億 |
| 2024 年第 4 季 | 356 | $33.1 億 |
| 2024 年第 3 季 | 335 | $30.2 億 |
| 2024 年第 2 季 | 318 | $28.1 億 |
| 2024 年第 1 季 | 310 | $27.4 億 |
| 2023 年第 4 季 | 303 | $28.4 億 |
| 2023 年第 3 季 | 261 | $18.3 億 |
| 2023 年第 2 季 | 260 | $19.0 億 |
| 2023 年第 1 季 | 256 | $17.9 億 |
| 2022 年第 4 季 | 244 | $18.0 億 |
| 2022 年第 3 季 | 252 | $16.2 億 |
| 2022 年第 2 季 | 239 | $16.9 億 |
| 2022 年第 1 季 | 248 | $21.4 億 |
| 2021 年第 4 季 | 244 | $25.6 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 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,835,340 | $3.38 億 | 0.01% | +269,846+3.2% | 加碼 |
| Vanguard Group Inc | 6,371,676 | $2.44 億 | 0.01% | +427,270+7.2% | 加碼 |
| Dimensional Fund Advisors LP | 2,293,138 | $8,765 萬 | 0.03% | +146,293+6.8% | 加碼 |
| State Street Corp | 2,184,946 | $8,351 萬 | 0.00% | +103,653+5.0% | 加碼 |
| FMR LLC | 1,982,950 | $7,579 萬 | 0.01% | +53,417+2.8% | 加碼 |
| Ameriprise Financial Inc | 1,441,711 | $5,510 萬 | 0.02% | −448,645−23.7% | 減碼 |
| Wasatch Advisors Inc | 1,378,138 | $5,267 萬 | 0.35% | +6,298+0.5% | 加碼 |
| Fred Alger Management, LLC | 1,095,455 | $4,187 萬 | 0.23% | −78,717−6.7% | 減碼 |
| Geode Capital Management, LLC | 1,022,943 | $3,910 萬 | 0.01% | +45,860+4.7% | 加碼 |
| Davis Asset Management, L.P. | 1,012,237 | $3,869 萬 | 2.16% | +145,516+16.8% | 加碼 |
| Geneva Capital Management LLC | 955,690 | $3,653 萬 | 0.82% | +1890.0% | 加碼 |
| Jarislowsky, Fraser Ltd | 890,487 | $3,403 萬 | 0.22% | +108,508+13.9% | 加碼 |
| Epoch Investment Partners, Inc. | 881,483 | $3,369 萬 | 0.20% | −37,655−4.1% | 減碼 |
| Northern Trust Corp | 790,405 | $3,021 萬 | 0.01% | +9,345+1.2% | 加碼 |
| Rice Hall James & Associates, LLC | 669,948 | $2,561 萬 | 1.47% | −1,865−0.3% | 減碼 |
| Bank of New York Mellon Corp | 645,852 | $2,468 萬 | 0.01% | +17,893+2.8% | 加碼 |
| Loomis Sayles & Co L P | 587,621 | $2,246 萬 | 0.04% | +4,325+0.7% | 加碼 |
| Morgan Stanley | 575,877 | $2,201 萬 | 0.00% | +31,429+5.8% | 加碼 |
| Millennium Management LLC | 564,055 | $2,156 萬 | 0.02% | −58,949−9.5% | 減碼 |
| Charles Schwab Investment Management Inc | 563,553 | $2,154 萬 | 0.01% | +33,335+6.3% | 加碼 |
| Norges Bank | 548,282 | $2,096 萬 | 0.01% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 512,577 | $1,959 萬 | 0.01% | +55,857+12.2% | 加碼 |
| Pembroke Management, LTD | 480,549 | $1,837 萬 | 1.96% | −6,713−1.4% | 減碼 |
| Shaker Investments LLC | 473,126 | $1,808 萬 | 11.22% | +22,772+5.1% | 加碼 |
| Basswood Capital Management, L.L.C. | 467,621 | $1,787 萬 | 1.32% | +19,425+4.3% | 加碼 |
| American Century Companies Inc | 409,109 | $1,564 萬 | 0.01% | +103,913+34.0% | 加碼 |
| Goldman Sachs Group Inc | 408,106 | $1,560 萬 | 0.00% | +203,701+99.7% | 加碼 |
| Redwood Investments, LLC | 381,740 | $1,459 萬 | 1.95% | −7,825−2.0% | 減碼 |
| JPMorgan Chase & Co | 372,526 | $1,424 萬 | 0.00% | −44,832−10.7% | 減碼 |
| CCG Wealth Management, LLC | 370,884 | $1,418 萬 | 7.88% | +20,640+5.9% | 加碼 |
| Principal Financial Group Inc | 326,955 | $1,250 萬 | 0.01% | −1,679−0.5% | 減碼 |
| Orchard Capital Managment, LLC | 311,750 | $1,192 萬 | 3.99% | 00.0% | 不變 |
| Citadel Advisors LLC | 277,521 | $1,061 萬 | 0.01% | +170,642+159.7% | 加碼 |
| Royce & Associates LP | 271,562 | $1,038 萬 | 0.11% | +12,148+4.7% | 加碼 |
| Ategra Capital Management, LLC | 251,054 | $959.5 萬 | 5.04% | +16,807+7.2% | 加碼 |
| Stieven Capital Advisors, L.P. | 218,333 | $834.5 萬 | 1.50% | −33,259−13.2% | 減碼 |
| Scout Investments, Inc. | 213,579 | $816.3 萬 | 0.17% | +5,839+2.8% | 加碼 |
| Bank of America Corp | 204,257 | $780.7 萬 | 0.00% | +4,462+2.2% | 加碼 |
| Rhumbline Advisers | 172,931 | $660.9 萬 | 0.01% | +5,870+3.5% | 加碼 |
| S&T Bank | 171,996 | $657.4 萬 | 1.21% | −527−0.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 170,256 | $650.7 萬 | 0.06% | −37,102−17.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 163,754 | $625.9 萬 | 0.01% | −4,010−2.4% | 減碼 |
| Legal & General Group Plc | 156,947 | $599.9 萬 | 0.00% | +1,562+1.0% | 加碼 |
| Invesco Ltd. | 153,786 | $587.8 萬 | 0.00% | −18,590−10.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 148,837 | $568.9 萬 | 0.01% | +6,492+4.6% | 加碼 |
| FIL Ltd | 142,360 | $544.1 萬 | 0.01% | −14,785−9.4% | 減碼 |
| Wellington Management Group LLP | 133,822 | $511.5 萬 | 0.00% | +9,893+8.0% | 加碼 |
| Royal Bank of Canada | 133,405 | $509.9 萬 | 0.00% | +11,966+9.9% | 加碼 |
| Raymond James & Associates | 131,509 | $502.6 萬 | 0.00% | −2,745−2.0% | 減碼 |
| Swiss National Bank | 130,000 | $496.9 萬 | 0.00% | +2,700+2.1% | 加碼 |
| Victory Capital Management Inc | 122,513 | $468.2 萬 | 0.01% | +334+0.3% | 加碼 |
| Foundry Partners, LLC | 119,991 | $458.6 萬 | 0.25% | +13,264+12.4% | 加碼 |
| Ci Investments Inc. | 113,449 | $433.6 萬 | 0.02% | −11,000−8.8% | 減碼 |
| Alliancebernstein L.P. | 111,583 | $426.5 萬 | 0.00% | +3,476+3.2% | 加碼 |
| Connors Investor Services Inc | 107,235 | $409.9 萬 | 0.51% | +125+0.1% | 加碼 |
| Gator Capital Management, LLC | 106,080 | $405.4 萬 | 2.98% | +27,200+34.5% | 加碼 |
| Bragg Financial Advisors, Inc | 104,590 | $399.7 萬 | 0.24% | −324−0.3% | 減碼 |
| Two Sigma Investments, LP | 100,739 | $385.0 萬 | 0.01% | +30,142+42.7% | 加碼 |
| Public Sector Pension Investment Board | 97,148 | $371.3 萬 | 0.03% | −373−0.4% | 減碼 |
| Voloridge Investment Management, LLC | 96,948 | $370.5 萬 | 0.02% | +4,569+4.9% | 加碼 |
| Prudential Financial Inc | 76,476 | $292.3 萬 | 0.00% | −534−0.7% | 減碼 |
| Kennedy Capital Management, Inc. | 75,407 | $288.2 萬 | 0.08% | −148−0.2% | 減碼 |
| Envestnet Asset Management Inc | 71,897 | $274.8 萬 | 0.00% | −3,707−4.9% | 減碼 |
| California State Teachers Retirement System | 69,698 | $266.4 萬 | 0.00% | +857+1.2% | 加碼 |
| Algert Global LLC | 67,662 | $258.6 萬 | 0.14% | −15,295−18.4% | 減碼 |
| Assenagon Asset Management S.A. | 64,869 | $247.9 萬 | 0.01% | +1,035+1.6% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 62,003 | $237.0 萬 | 0.15% | 00.0% | 不變 |
| First Trust Advisors LP | 60,609 | $231.6 萬 | 0.00% | −16,895−21.8% | 減碼 |
| Two Sigma Advisers, LP | 60,416 | $230.9 萬 | 0.01% | +37,400+162.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,149 | $218.4 萬 | 0.02% | +8,675+17.9% | 加碼 |
| Thrivent Financial for Lutherans | 54,774 | $209.3 萬 | 0.01% | −222−0.4% | 減碼 |
| Great West Life Assurance Co | 54,348 | $207.6 萬 | 0.01% | −5,128−8.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 51,877 | $198.3 萬 | 0.02% | −1,554−2.9% | 減碼 |
| Bank of Montreal | 50,943 | $197.1 萬 | 0.00% | +10,844+27.0% | 加碼 |
| Gratus Capital LLC | 49,943 | $190.9 萬 | 0.16% | −196−0.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 45,516 | $174.0 萬 | 0.00% | −4,450−8.9% | 減碼 |
| Credit Suisse AG | 44,104 | $168.6 萬 | 0.00% | −2,111−4.6% | 減碼 |
| National Asset Management, Inc. | 43,972 | $168.1 萬 | 0.05% | −2,033−4.4% | 減碼 |
| Virginia Retirement Systems Et Al | 42,800 | $163.6 萬 | 0.02% | +9,100+27.0% | 加碼 |
| Los Angeles Capital Management LLC | 42,153 | $161.1 萬 | 0.01% | +16,770+66.1% | 加碼 |
| UBS Asset Management Americas Inc | 41,889 | $160.1 萬 | 0.00% | 00.0% | 不變 |
| New York State Common Retirement Fund | 41,187 | $157.4 萬 | 0.00% | −32−0.1% | 減碼 |
| TD Asset Management Inc | 40,829 | $156.0 萬 | 0.00% | +18,954+86.6% | 加碼 |
| First Eagle Investment Management, LLC | 40,003 | $152.9 萬 | 0.00% | −23,968−37.5% | 減碼 |
| Truist Financial Corp | 39,804 | $152.1 萬 | 0.00% | −1,789−4.3% | 減碼 |
| Formula Growth Ltd | 39,624 | $151.4 萬 | 0.44% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 37,193 | $142.1 萬 | 0.02% | +339+0.9% | 加碼 |
| Texas Permanent School Fund | 35,900 | $137.2 萬 | 0.02% | −2,365−6.2% | 減碼 |
| Citigroup Inc | 34,234 | $130.8 萬 | 0.00% | +6,988+25.6% | 加碼 |
| Deutsche Bank AG | 33,996 | $129.9 萬 | 0.00% | −42,982−55.8% | 減碼 |
| Yousif Capital Management, LLC | 33,943 | $129.7 萬 | 0.02% | −10,797−24.1% | 減碼 |
| Comerica Bank | 31,663 | $129.4 萬 | 0.01% | −8,986−22.1% | 減碼 |
| LPL Financial LLC | 33,246 | $127.1 萬 | 0.00% | +6,122+22.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 31,451 | $120.2 萬 | 0.02% | −50,126−61.4% | 減碼 |
| American International Group, Inc. | 30,877 | $118.0 萬 | 0.01% | −221−0.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 29,968 | $114.5 萬 | 0.01% | +9,000+42.9% | 加碼 |
| MetLife Investment Management | 29,958 | $114.5 萬 | 0.01% | 00.0% | 不變 |
| New York State Teachers Retirement System | 29,562 | $113.0 萬 | 0.00% | −300−1.0% | 減碼 |
| Cornercap Investment Counsel Inc | 29,041 | $111.0 萬 | 0.19% | +12,669+77.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 28,230 | $107.9 萬 | 0.00% | −18,925−40.1% | 減碼 |