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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 10,898 | $40.2 萬 | 0.05% | +333+3.2% | 加碼 |
| Van Hulzen Asset Management, LLC | 10,986 | $40.6 萬 | 0.04% | +1,469+15.4% | 加碼 |
| Mutual of America Capital Management LLC | 10,997 | $40.6 萬 | 0.00% | −195−1.7% | 減碼 |
| Aquatic Capital Management LLC | 11,700 | $43.2 萬 | 0.03% | +11,400+3,800.0% | 加碼 |
| New York Life Investment Management LLC | 12,409 | $45.8 萬 | 0.01% | +12,409 | 新進 |
| Foundry Partners, LLC | 12,459 | $46.0 萬 | 0.03% | −107,532−89.6% | 減碼 |
| Nisa Investment Advisors, LLC | 12,644 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 13,893 | $51.3 萬 | 0.00% | +306+2.3% | 加碼 |
| Prelude Capital Management, LLC | 14,465 | $53.4 萬 | 0.04% | +14,465 | 新進 |
| AE Wealth Management LLC | 14,760 | $54.5 萬 | 0.00% | +14,760 | 新進 |
| First Eagle Investment Management, LLC | 15,003 | $55.4 萬 | 0.00% | −25,000−62.5% | 減碼 |
| Hillsdale Investment Management Inc. | 15,100 | $55.7 萬 | 0.05% | +15,100 | 新進 |
| Duality Advisers, LP | 15,148 | $55.9 萬 | 0.06% | +15,148 | 新進 |
| Teachers Retirement System of the State of Kentucky | 15,440 | $57.0 萬 | 0.01% | 00.0% | 不變 |
| Stifel Financial Corp | 15,561 | $57.5 萬 | 0.00% | −3,275−17.4% | 減碼 |
| Arizona State Retirement System | 15,646 | $57.8 萬 | 0.01% | +465+3.1% | 加碼 |
| Panagora Asset Management Inc | 15,931 | $58.8 萬 | 0.00% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 15,966 | $58.9 萬 | 0.07% | +10,450+189.4% | 加碼 |
| Wakefield Asset Management LLLP | 16,139 | $59.6 萬 | 0.25% | +16,139 | 新進 |
| PMC FIG Opportunities LLC | 17,000 | $62.8 萬 | 4.00% | +17,000 | 新進 |
| Oregon Public Employees Retirement Fund | 17,114 | $63.2 萬 | 0.01% | −650−3.7% | 減碼 |
| SEI Investments Co | 17,758 | $65.6 萬 | 0.00% | −5,184−22.6% | 減碼 |
| Natixis Advisors, L.P. | 18,152 | $67.0 萬 | 0.00% | −2,340−11.4% | 減碼 |
| Jackson Creek Investment Advisors LLC | 18,985 | $70.1 萬 | 0.29% | +18,985 | 新進 |
| Lazard Asset Management LLC | 19,023 | $70.2 萬 | 0.00% | +18,276+2,446.6% | 加碼 |
| Wells Fargo & Company | 19,499 | $72.0 萬 | 0.00% | +15,522+390.3% | 加碼 |
| Ridgewood Investments LLC | 19,963 | $73.7 萬 | 0.45% | 00.0% | 不變 |
| Truist Financial Corp | 20,131 | $74.3 萬 | 0.00% | −19,673−49.4% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 21,000 | $77.5 萬 | 0.12% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 21,505 | $79.4 萬 | 0.02% | −490−2.2% | 減碼 |
| BerganKDV Wealth Management, LLC | 21,820 | $80.6 萬 | 0.08% | +313+1.5% | 加碼 |
| Credential Qtrade Securities Inc. | 22,264 | $82.2 萬 | 0.05% | +451+2.1% | 加碼 |
| Voya Investment Management LLC | 22,313 | $82.4 萬 | 0.00% | −124−0.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 22,961 | $84.8 萬 | 0.00% | +85+0.4% | 加碼 |
| Amalgamated Bank | 23,015 | $85.0 萬 | 0.01% | −2,159−8.6% | 減碼 |
| D.A. Davidson & Co. | 23,837 | $88.0 萬 | 0.01% | −635−2.6% | 減碼 |
| LPL Financial LLC | 24,045 | $88.8 萬 | 0.00% | −9,201−27.7% | 減碼 |
| Voloridge Investment Management, LLC | 24,121 | $89.1 萬 | 0.00% | −72,827−75.1% | 減碼 |
| Janus Henderson Group PLC | 24,276 | $89.6 萬 | 0.00% | +12,874+112.9% | 加碼 |
| Louisiana State Employees Retirement System | 24,900 | $91.9 萬 | 0.02% | −500−2.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 24,948 | $92.1 萬 | 0.00% | +362+1.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 25,012 | $92.3 萬 | 0.00% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 25,244 | $93.2 萬 | 0.16% | −3,797−13.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 25,378 | $93.7 萬 | 0.03% | +25,378 | 新進 |
| Citigroup Inc | 25,387 | $93.7 萬 | 0.00% | −8,847−25.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 25,498 | $94.1 萬 | 0.00% | −20,018−44.0% | 減碼 |
| Russell Investments Group, Ltd. | 27,100 | $100.1 萬 | 0.00% | +521+2.0% | 加碼 |
| Alpha DNA Investment Management LLC | 27,556 | $101.7 萬 | 0.52% | +27,556 | 新進 |
| Ensign Peak Advisors, Inc | 27,571 | $101.8 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 28,319 | $104.6 萬 | 0.01% | +16,353+136.7% | 加碼 |
| Price T Rowe Associates Inc | 28,375 | $104.8 萬 | 0.00% | +1,000+3.7% | 加碼 |
| Yousif Capital Management, LLC | 30,193 | $111.5 萬 | 0.01% | −3,750−11.0% | 減碼 |
| New York State Common Retirement Fund | 30,195 | $111.5 萬 | 0.00% | −10,992−26.7% | 減碼 |
| MetLife Investment Management | 30,290 | $111.8 萬 | 0.01% | +332+1.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 30,662 | $113.2 萬 | 0.01% | +694+2.3% | 加碼 |
| American International Group, Inc. | 31,046 | $114.6 萬 | 0.01% | +169+0.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 33,155 | $122.4 萬 | 0.02% | +7,524+29.4% | 加碼 |
| Susquehanna International Group, LLP | 34,941 | $129.0 萬 | 0.00% | +34,941 | 新進 |
| Envestnet Asset Management Inc | 36,248 | $133.8 萬 | 0.00% | −35,649−49.6% | 減碼 |
| Aviva PLC | 36,304 | $134.0 萬 | 0.01% | +36,304 | 新進 |
| TD Asset Management Inc | 36,404 | $134.4 萬 | 0.00% | −4,425−10.8% | 減碼 |
| State of Alaska, Department of Revenue | 36,568 | $135.0 萬 | 0.02% | −625−1.7% | 減碼 |
| Los Angeles Capital Management LLC | 39,350 | $145.3 萬 | 0.01% | −2,803−6.6% | 減碼 |
| Formula Growth Ltd | 39,624 | $146.3 萬 | 0.47% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 39,631 | $146.3 萬 | 0.00% | +11,401+40.4% | 加碼 |
| New York State Teachers Retirement System | 39,862 | $147.2 萬 | 0.00% | +10,300+34.8% | 加碼 |
| Rafferty Asset Management, LLC | 41,111 | $151.8 萬 | 0.01% | +41,111 | 新進 |
| State of Tennessee, Treasury Department | 42,607 | $157.3 萬 | 0.01% | +15,395+56.6% | 加碼 |
| Virginia Retirement Systems Et Al | 44,300 | $163.6 萬 | 0.02% | +1,500+3.5% | 加碼 |
| National Asset Management, Inc. | 44,409 | $164.0 萬 | 0.04% | +437+1.0% | 加碼 |
| UBS Asset Management Americas Inc | 44,538 | $164.4 萬 | 0.00% | +2,649+6.3% | 加碼 |
| Texas Permanent School Fund | 47,890 | $176.8 萬 | 0.02% | +11,990+33.4% | 加碼 |
| Credit Suisse AG | 48,257 | $178.2 萬 | 0.00% | +4,153+9.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 48,843 | $180.3 萬 | 0.01% | +48,843 | 新進 |
| Gratus Capital LLC | 49,943 | $184.4 萬 | 0.14% | 00.0% | 不變 |
| Great West Life Assurance Co | 51,292 | $189.3 萬 | 0.00% | −3,056−5.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 51,787 | $191.2 萬 | 0.02% | −90−0.2% | 減碼 |
| Thrivent Financial for Lutherans | 52,921 | $195.4 萬 | 0.00% | −1,853−3.4% | 減碼 |
| Bank of Montreal | 53,778 | $207.3 萬 | 0.00% | +2,835+5.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,542 | $208.8 萬 | 0.02% | −607−1.1% | 減碼 |
| Barclays PLC | 58,118 | $214.6 萬 | 0.00% | +31,240+116.2% | 加碼 |
| First Trust Advisors LP | 61,446 | $226.9 萬 | 0.00% | +837+1.4% | 加碼 |
| Citadel Advisors LLC | 61,460 | $226.9 萬 | 0.00% | −216,061−77.9% | 減碼 |
| Assenagon Asset Management S.A. | 64,525 | $238.2 萬 | 0.01% | −344−0.5% | 減碼 |
| Emerald Advisers, LLC | 67,121 | $247.8 萬 | 0.12% | +67,121 | 新進 |
| California State Teachers Retirement System | 68,765 | $253.9 萬 | 0.00% | −933−1.3% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 70,076 | $258.7 萬 | 0.15% | +8,073+13.0% | 加碼 |
| Algert Global LLC | 70,470 | $260.2 萬 | 0.12% | +2,808+4.2% | 加碼 |
| Two Sigma Advisers, LP | 71,416 | $263.7 萬 | 0.01% | +11,000+18.2% | 加碼 |
| Kennedy Capital Management, Inc. | 76,851 | $283.7 萬 | 0.08% | +1,444+1.9% | 加碼 |
| Connors Investor Services Inc | 79,475 | $293.4 萬 | 0.34% | −27,760−25.9% | 減碼 |
| AXA S.A. | 85,700 | $316.4 萬 | 0.01% | +85,700 | 新進 |
| Qube Research & Technologies Ltd | 91,658 | $338.4 萬 | 0.02% | +91,658 | 新進 |
| Public Sector Pension Investment Board | 93,920 | $346.8 萬 | 0.03% | −3,228−3.3% | 減碼 |
| Boothbay Fund Management, LLC | 94,575 | $349.2 萬 | 0.10% | +94,575 | 新進 |
| Ci Investments Inc. | 98,649 | $364.2 萬 | 0.02% | −14,800−13.0% | 減碼 |
| Prudential Financial Inc | 101,262 | $373.9 萬 | 0.01% | +24,786+32.4% | 加碼 |
| Two Sigma Investments, LP | 102,714 | $379.2 萬 | 0.01% | +1,975+2.0% | 加碼 |
| Alliancebernstein L.P. | 103,702 | $382.9 萬 | 0.00% | −7,881−7.1% | 減碼 |
| Gator Capital Management, LLC | 106,080 | $391.6 萬 | 3.04% | 00.0% | 不變 |