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 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 +$1.92 億 (+11.9%)
- 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 | $47.1 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 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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 156,947 | $599.9 萬 | 0.00% | +1,562+1.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 163,754 | $625.9 萬 | 0.01% | −4,010−2.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 170,256 | $650.7 萬 | 0.06% | −37,102−17.9% | 減碼 |
| S&T Bank | 171,996 | $657.4 萬 | 1.21% | −527−0.3% | 減碼 |
| Rhumbline Advisers | 172,931 | $660.9 萬 | 0.01% | +5,870+3.5% | 加碼 |
| Bank of America Corp | 204,257 | $780.7 萬 | 0.00% | +4,462+2.2% | 加碼 |
| Scout Investments, Inc. | 213,579 | $816.3 萬 | 0.17% | +5,839+2.8% | 加碼 |
| Stieven Capital Advisors, L.P. | 218,333 | $834.5 萬 | 1.50% | −33,259−13.2% | 減碼 |
| Ategra Capital Management, LLC | 251,054 | $959.5 萬 | 5.04% | +16,807+7.2% | 加碼 |
| Royce & Associates LP | 271,562 | $1,038 萬 | 0.11% | +12,148+4.7% | 加碼 |
| Citadel Advisors LLC | 277,521 | $1,061 萬 | 0.01% | +170,642+159.7% | 加碼 |
| Orchard Capital Managment, LLC | 311,750 | $1,192 萬 | 3.99% | 00.0% | 不變 |
| Principal Financial Group Inc | 326,955 | $1,250 萬 | 0.01% | −1,679−0.5% | 減碼 |
| CCG Wealth Management, LLC | 370,884 | $1,418 萬 | 7.88% | +20,640+5.9% | 加碼 |
| JPMorgan Chase & Co | 372,526 | $1,424 萬 | 0.00% | −44,832−10.7% | 減碼 |
| Redwood Investments, LLC | 381,740 | $1,459 萬 | 1.95% | −7,825−2.0% | 減碼 |
| Goldman Sachs Group Inc | 408,106 | $1,560 萬 | 0.00% | +203,701+99.7% | 加碼 |
| American Century Companies Inc | 409,109 | $1,564 萬 | 0.01% | +103,913+34.0% | 加碼 |
| Basswood Capital Management, L.L.C. | 467,621 | $1,787 萬 | 1.32% | +19,425+4.3% | 加碼 |
| Shaker Investments LLC | 473,126 | $1,808 萬 | 11.22% | +22,772+5.1% | 加碼 |
| Pembroke Management, LTD | 480,549 | $1,837 萬 | 1.96% | −6,713−1.4% | 減碼 |
| Nuveen Asset Management, LLC | 512,577 | $1,959 萬 | 0.01% | +55,857+12.2% | 加碼 |
| Norges Bank | 548,282 | $2,096 萬 | 0.01% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 563,553 | $2,154 萬 | 0.01% | +33,335+6.3% | 加碼 |
| Millennium Management LLC | 564,055 | $2,156 萬 | 0.02% | −58,949−9.5% | 減碼 |
| Morgan Stanley | 575,877 | $2,201 萬 | 0.00% | +31,429+5.8% | 加碼 |
| Loomis Sayles & Co L P | 587,621 | $2,246 萬 | 0.04% | +4,325+0.7% | 加碼 |
| Bank of New York Mellon Corp | 645,852 | $2,468 萬 | 0.01% | +17,893+2.8% | 加碼 |
| Rice Hall James & Associates, LLC | 669,948 | $2,561 萬 | 1.47% | −1,865−0.3% | 減碼 |
| Northern Trust Corp | 790,405 | $3,021 萬 | 0.01% | +9,345+1.2% | 加碼 |
| Epoch Investment Partners, Inc. | 881,483 | $3,369 萬 | 0.20% | −37,655−4.1% | 減碼 |
| Jarislowsky, Fraser Ltd | 890,487 | $3,403 萬 | 0.22% | +108,508+13.9% | 加碼 |
| Geneva Capital Management LLC | 955,690 | $3,653 萬 | 0.82% | +1890.0% | 加碼 |
| Davis Asset Management, L.P. | 1,012,237 | $3,869 萬 | 2.16% | +145,516+16.8% | 加碼 |
| Geode Capital Management, LLC | 1,022,943 | $3,910 萬 | 0.01% | +45,860+4.7% | 加碼 |
| Fred Alger Management, LLC | 1,095,455 | $4,187 萬 | 0.23% | −78,717−6.7% | 減碼 |
| Wasatch Advisors Inc | 1,378,138 | $5,267 萬 | 0.35% | +6,298+0.5% | 加碼 |
| Ameriprise Financial Inc | 1,441,711 | $5,510 萬 | 0.02% | −448,645−23.7% | 減碼 |
| FMR LLC | 1,982,950 | $7,579 萬 | 0.01% | +53,417+2.8% | 加碼 |
| State Street Corp | 2,184,946 | $8,351 萬 | 0.00% | +103,653+5.0% | 加碼 |
| Dimensional Fund Advisors LP | 2,293,138 | $8,765 萬 | 0.03% | +146,293+6.8% | 加碼 |
| Vanguard Group Inc | 6,371,676 | $2.44 億 | 0.01% | +427,270+7.2% | 加碼 |
| BlackRock Inc. | 8,835,340 | $3.38 億 | 0.01% | +269,846+3.2% | 加碼 |
| Tfo-TDC, LLC | 5 | – | – | +5 | 新進 |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −405,000−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −54,768−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −47,722−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,884−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −38,980−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −37,900−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −31,836−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −30,919−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −28,300−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −26,982−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −26,740−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −25,011−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,895−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,692−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,124−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −13,118−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,519−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,456−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −11,591−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,991−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −1,981−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Timber Creek Capital Management LLC | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| New Century Advisors, LLC | – | – | – | – | 本季未申報 |
| Covington Capital Management | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |