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。
2023 年第 1 季 13F 持有人
Axos Financial, Inc. 在 2023/3/31 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
- 256
- 較 2022 年第 4 季 +14 家
- 持有股數
- 4,730 萬
- 較 2022 年第 4 季 +22.1 萬 (+0.5%)
- 總市值
- $17.5 億
- 較 2022 年第 4 季 −$5,361 萬 (−3.0%)
- 新進機構
- 43
- 另有 89 家加碼
- 清倉機構
- 29
- 另有 84 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,704,903 | $3.21 億 | 0.01% | −130,437−1.5% | 減碼 |
| Vanguard Group Inc | 6,419,007 | $2.37 億 | 0.01% | +47,331+0.7% | 加碼 |
| State Street Corp | 2,670,788 | $9,861 萬 | 0.01% | +485,842+22.2% | 加碼 |
| Dimensional Fund Advisors LP | 2,466,974 | $9,108 萬 | 0.03% | +173,836+7.6% | 加碼 |
| Wasatch Advisors Inc | 1,555,867 | $5,744 萬 | 0.36% | +177,729+12.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,478,414 | $5,458 萬 | 0.31% | +1,478,414 | 新進 |
| Ameriprise Financial Inc | 1,360,888 | $5,024 萬 | 0.02% | −80,823−5.6% | 減碼 |
| Davis Asset Management, L.P. | 1,200,000 | $4,430 萬 | 2.85% | +187,763+18.5% | 加碼 |
| FMR LLC | 1,148,952 | $4,242 萬 | 0.00% | −833,998−42.1% | 減碼 |
| Geode Capital Management, LLC | 1,050,559 | $3,879 萬 | 0.01% | +27,616+2.7% | 加碼 |
| Jarislowsky, Fraser Ltd | 866,507 | $3,199 萬 | 0.20% | −23,980−2.7% | 減碼 |
| Northern Trust Corp | 783,650 | $2,893 萬 | 0.01% | −6,755−0.9% | 減碼 |
| Epoch Investment Partners, Inc. | 755,051 | $2,788 萬 | 0.17% | −126,432−14.3% | 減碼 |
| Nuveen Asset Management, LLC | 719,214 | $2,655 萬 | 0.01% | +206,637+40.3% | 加碼 |
| Morgan Stanley | 674,262 | $2,489 萬 | 0.00% | +98,385+17.1% | 加碼 |
| Rice Hall James & Associates, LLC | 617,821 | $2,281 萬 | 1.30% | −52,127−7.8% | 減碼 |
| Bank of New York Mellon Corp | 612,376 | $2,261 萬 | 0.00% | −33,476−5.2% | 減碼 |
| Charles Schwab Investment Management Inc | 575,704 | $2,125 萬 | 0.01% | +12,151+2.2% | 加碼 |
| Geneva Capital Management LLC | 542,287 | $2,002 萬 | 0.41% | −413,403−43.3% | 減碼 |
| Norges Bank | 506,199 | $1,869 萬 | 0.00% | −42,083−7.7% | 減碼 |
| American Century Companies Inc | 503,114 | $1,849 萬 | 0.01% | +94,005+23.0% | 加碼 |
| Goldman Sachs Group Inc | 497,676 | $1,837 萬 | 0.00% | +89,570+21.9% | 加碼 |
| Shaker Investments LLC | 475,030 | $1,754 萬 | 9.80% | +1,904+0.4% | 加碼 |
| Pembroke Management, LTD | 448,583 | $1,656 萬 | 1.81% | −31,966−6.7% | 減碼 |
| JPMorgan Chase & Co | 446,143 | $1,647 萬 | 0.00% | +73,617+19.8% | 加碼 |
| Loomis Sayles & Co L P | 428,222 | $1,581 萬 | 0.03% | −159,399−27.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 427,179 | $1,577 萬 | 1.10% | −40,442−8.6% | 減碼 |
| Redwood Investments, LLC | 387,823 | $1,432 萬 | 1.83% | +6,083+1.6% | 加碼 |
| Stieven Capital Advisors, L.P. | 375,633 | $1,387 萬 | 3.63% | +157,300+72.0% | 加碼 |
| Principal Financial Group Inc | 323,121 | $1,193 萬 | 0.01% | −3,834−1.2% | 減碼 |
| Orchard Capital Managment, LLC | 321,750 | $1,188 萬 | 3.97% | +10,000+3.2% | 加碼 |
| Royce & Associates LP | 277,162 | $1,023 萬 | 0.10% | +5,600+2.1% | 加碼 |
| Ategra Capital Management, LLC | 260,245 | $960.8 萬 | 5.37% | +9,191+3.7% | 加碼 |
| Millennium Management LLC | 213,345 | $787.7 萬 | 0.01% | −350,710−62.2% | 減碼 |
| Scout Investments, Inc. | 211,175 | $779.7 萬 | 0.16% | −2,404−1.1% | 減碼 |
| Bank of America Corp | 210,191 | $776.0 萬 | 0.00% | +5,934+2.9% | 加碼 |
| Rhumbline Advisers | 180,531 | $666.5 萬 | 0.01% | +7,600+4.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 175,728 | $648.8 萬 | 0.01% | +11,974+7.3% | 加碼 |
| Victory Capital Management Inc | 175,452 | $647.8 萬 | 0.01% | +52,939+43.2% | 加碼 |
| S&T Bank | 170,174 | $628.3 萬 | 1.16% | −1,822−1.1% | 減碼 |
| Raymond James & Associates | 169,919 | $627.3 萬 | 0.01% | +38,410+29.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 159,050 | $587.2 萬 | 0.01% | +10,213+6.9% | 加碼 |
| Legal & General Group Plc | 157,512 | $581.5 萬 | 0.00% | +565+0.4% | 加碼 |
| Invesco Ltd. | 150,766 | $556.6 萬 | 0.00% | −3,020−2.0% | 減碼 |
| Fred Alger Management, LLC | 144,695 | $534.2 萬 | 0.03% | −950,760−86.8% | 減碼 |
| TCW Group Inc | 143,200 | $528.7 萬 | 0.07% | +143,200 | 新進 |
| FIL Ltd | 137,132 | $506.3 萬 | 0.01% | −5,228−3.7% | 減碼 |
| Royal Bank of Canada | 127,946 | $472.3 萬 | 0.00% | −5,459−4.1% | 減碼 |
| Wellington Management Group LLP | 120,975 | $446.6 萬 | 0.00% | −12,847−9.6% | 減碼 |
| Deutsche Bank AG | 119,388 | $440.8 萬 | 0.00% | +85,392+251.2% | 加碼 |
| Swiss National Bank | 116,500 | $430.1 萬 | 0.00% | −13,500−10.4% | 減碼 |
| Putnam Investments LLC | 113,719 | $419.9 萬 | 0.01% | +113,719 | 新進 |
| Bragg Financial Advisors, Inc | 109,608 | $404.7 萬 | 0.24% | +5,018+4.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 107,460 | $396.7 萬 | 0.04% | −62,796−36.9% | 減碼 |
| Gator Capital Management, LLC | 106,080 | $391.6 萬 | 3.04% | 00.0% | 不變 |
| Alliancebernstein L.P. | 103,702 | $382.9 萬 | 0.00% | −7,881−7.1% | 減碼 |
| Two Sigma Investments, LP | 102,714 | $379.2 萬 | 0.01% | +1,975+2.0% | 加碼 |
| Prudential Financial Inc | 101,262 | $373.9 萬 | 0.01% | +24,786+32.4% | 加碼 |
| Ci Investments Inc. | 98,649 | $364.2 萬 | 0.02% | −14,800−13.0% | 減碼 |
| Boothbay Fund Management, LLC | 94,575 | $349.2 萬 | 0.10% | +94,575 | 新進 |
| Public Sector Pension Investment Board | 93,920 | $346.8 萬 | 0.03% | −3,228−3.3% | 減碼 |
| Qube Research & Technologies Ltd | 91,658 | $338.4 萬 | 0.02% | +91,658 | 新進 |
| AXA S.A. | 85,700 | $316.4 萬 | 0.01% | +85,700 | 新進 |
| Connors Investor Services Inc | 79,475 | $293.4 萬 | 0.34% | −27,760−25.9% | 減碼 |
| Kennedy Capital Management, Inc. | 76,851 | $283.7 萬 | 0.08% | +1,444+1.9% | 加碼 |
| Two Sigma Advisers, LP | 71,416 | $263.7 萬 | 0.01% | +11,000+18.2% | 加碼 |
| Algert Global LLC | 70,470 | $260.2 萬 | 0.12% | +2,808+4.2% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 70,076 | $258.7 萬 | 0.15% | +8,073+13.0% | 加碼 |
| California State Teachers Retirement System | 68,765 | $253.9 萬 | 0.00% | −933−1.3% | 減碼 |
| Emerald Advisers, LLC | 67,121 | $247.8 萬 | 0.12% | +67,121 | 新進 |
| Assenagon Asset Management S.A. | 64,525 | $238.2 萬 | 0.01% | −344−0.5% | 減碼 |
| Citadel Advisors LLC | 61,460 | $226.9 萬 | 0.00% | −216,061−77.9% | 減碼 |
| First Trust Advisors LP | 61,446 | $226.9 萬 | 0.00% | +837+1.4% | 加碼 |
| Barclays PLC | 58,118 | $214.6 萬 | 0.00% | +31,240+116.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,542 | $208.8 萬 | 0.02% | −607−1.1% | 減碼 |
| Bank of Montreal | 53,778 | $207.3 萬 | 0.00% | +2,835+5.6% | 加碼 |
| Thrivent Financial for Lutherans | 52,921 | $195.4 萬 | 0.00% | −1,853−3.4% | 減碼 |
| Brandywine Global Investment Management, LLC | 51,787 | $191.2 萬 | 0.02% | −90−0.2% | 減碼 |
| Great West Life Assurance Co | 51,292 | $189.3 萬 | 0.00% | −3,056−5.6% | 減碼 |
| Gratus Capital LLC | 49,943 | $184.4 萬 | 0.14% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 48,843 | $180.3 萬 | 0.01% | +48,843 | 新進 |
| Credit Suisse AG | 48,257 | $178.2 萬 | 0.00% | +4,153+9.4% | 加碼 |
| Texas Permanent School Fund | 47,890 | $176.8 萬 | 0.02% | +11,990+33.4% | 加碼 |
| UBS Asset Management Americas Inc | 44,538 | $164.4 萬 | 0.00% | +2,649+6.3% | 加碼 |
| National Asset Management, Inc. | 44,409 | $164.0 萬 | 0.04% | +437+1.0% | 加碼 |
| Virginia Retirement Systems Et Al | 44,300 | $163.6 萬 | 0.02% | +1,500+3.5% | 加碼 |
| State of Tennessee, Treasury Department | 42,607 | $157.3 萬 | 0.01% | +15,395+56.6% | 加碼 |
| Rafferty Asset Management, LLC | 41,111 | $151.8 萬 | 0.01% | +41,111 | 新進 |
| New York State Teachers Retirement System | 39,862 | $147.2 萬 | 0.00% | +10,300+34.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 39,631 | $146.3 萬 | 0.00% | +11,401+40.4% | 加碼 |
| Formula Growth Ltd | 39,624 | $146.3 萬 | 0.47% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 39,350 | $145.3 萬 | 0.01% | −2,803−6.6% | 減碼 |
| State of Alaska, Department of Revenue | 36,568 | $135.0 萬 | 0.02% | −625−1.7% | 減碼 |
| TD Asset Management Inc | 36,404 | $134.4 萬 | 0.00% | −4,425−10.8% | 減碼 |
| Aviva PLC | 36,304 | $134.0 萬 | 0.01% | +36,304 | 新進 |
| Envestnet Asset Management Inc | 36,248 | $133.8 萬 | 0.00% | −35,649−49.6% | 減碼 |
| Susquehanna International Group, LLP | 34,941 | $129.0 萬 | 0.00% | +34,941 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 33,155 | $122.4 萬 | 0.02% | +7,524+29.4% | 加碼 |
| American International Group, Inc. | 31,046 | $114.6 萬 | 0.01% | +169+0.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 30,662 | $113.2 萬 | 0.01% | +694+2.3% | 加碼 |