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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 107,460 | $396.7 萬 | 0.04% | −62,796−36.9% | 減碼 |
| Bragg Financial Advisors, Inc | 109,608 | $404.7 萬 | 0.24% | +5,018+4.8% | 加碼 |
| Putnam Investments LLC | 113,719 | $419.9 萬 | 0.01% | +113,719 | 新進 |
| Swiss National Bank | 116,500 | $430.1 萬 | 0.00% | −13,500−10.4% | 減碼 |
| Deutsche Bank AG | 119,388 | $440.8 萬 | 0.00% | +85,392+251.2% | 加碼 |
| Wellington Management Group LLP | 120,975 | $446.6 萬 | 0.00% | −12,847−9.6% | 減碼 |
| Royal Bank of Canada | 127,946 | $472.3 萬 | 0.00% | −5,459−4.1% | 減碼 |
| FIL Ltd | 137,132 | $506.3 萬 | 0.01% | −5,228−3.7% | 減碼 |
| TCW Group Inc | 143,200 | $528.7 萬 | 0.07% | +143,200 | 新進 |
| Fred Alger Management, LLC | 144,695 | $534.2 萬 | 0.03% | −950,760−86.8% | 減碼 |
| Invesco Ltd. | 150,766 | $556.6 萬 | 0.00% | −3,020−2.0% | 減碼 |
| Legal & General Group Plc | 157,512 | $581.5 萬 | 0.00% | +565+0.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 159,050 | $587.2 萬 | 0.01% | +10,213+6.9% | 加碼 |
| Raymond James & Associates | 169,919 | $627.3 萬 | 0.01% | +38,410+29.2% | 加碼 |
| S&T Bank | 170,174 | $628.3 萬 | 1.16% | −1,822−1.1% | 減碼 |
| Victory Capital Management Inc | 175,452 | $647.8 萬 | 0.01% | +52,939+43.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 175,728 | $648.8 萬 | 0.01% | +11,974+7.3% | 加碼 |
| Rhumbline Advisers | 180,531 | $666.5 萬 | 0.01% | +7,600+4.4% | 加碼 |
| Bank of America Corp | 210,191 | $776.0 萬 | 0.00% | +5,934+2.9% | 加碼 |
| Scout Investments, Inc. | 211,175 | $779.7 萬 | 0.16% | −2,404−1.1% | 減碼 |
| Millennium Management LLC | 213,345 | $787.7 萬 | 0.01% | −350,710−62.2% | 減碼 |
| Ategra Capital Management, LLC | 260,245 | $960.8 萬 | 5.37% | +9,191+3.7% | 加碼 |
| Royce & Associates LP | 277,162 | $1,023 萬 | 0.10% | +5,600+2.1% | 加碼 |
| Orchard Capital Managment, LLC | 321,750 | $1,188 萬 | 3.97% | +10,000+3.2% | 加碼 |
| Principal Financial Group Inc | 323,121 | $1,193 萬 | 0.01% | −3,834−1.2% | 減碼 |
| Stieven Capital Advisors, L.P. | 375,633 | $1,387 萬 | 3.63% | +157,300+72.0% | 加碼 |
| Redwood Investments, LLC | 387,823 | $1,432 萬 | 1.83% | +6,083+1.6% | 加碼 |
| Basswood Capital Management, L.L.C. | 427,179 | $1,577 萬 | 1.10% | −40,442−8.6% | 減碼 |
| Loomis Sayles & Co L P | 428,222 | $1,581 萬 | 0.03% | −159,399−27.1% | 減碼 |
| JPMorgan Chase & Co | 446,143 | $1,647 萬 | 0.00% | +73,617+19.8% | 加碼 |
| Pembroke Management, LTD | 448,583 | $1,656 萬 | 1.81% | −31,966−6.7% | 減碼 |
| Shaker Investments LLC | 475,030 | $1,754 萬 | 9.80% | +1,904+0.4% | 加碼 |
| Goldman Sachs Group Inc | 497,676 | $1,837 萬 | 0.00% | +89,570+21.9% | 加碼 |
| American Century Companies Inc | 503,114 | $1,849 萬 | 0.01% | +94,005+23.0% | 加碼 |
| Norges Bank | 506,199 | $1,869 萬 | 0.00% | −42,083−7.7% | 減碼 |
| Geneva Capital Management LLC | 542,287 | $2,002 萬 | 0.41% | −413,403−43.3% | 減碼 |
| Charles Schwab Investment Management Inc | 575,704 | $2,125 萬 | 0.01% | +12,151+2.2% | 加碼 |
| Bank of New York Mellon Corp | 612,376 | $2,261 萬 | 0.00% | −33,476−5.2% | 減碼 |
| Rice Hall James & Associates, LLC | 617,821 | $2,281 萬 | 1.30% | −52,127−7.8% | 減碼 |
| Morgan Stanley | 674,262 | $2,489 萬 | 0.00% | +98,385+17.1% | 加碼 |
| Nuveen Asset Management, LLC | 719,214 | $2,655 萬 | 0.01% | +206,637+40.3% | 加碼 |
| Epoch Investment Partners, Inc. | 755,051 | $2,788 萬 | 0.17% | −126,432−14.3% | 減碼 |
| Northern Trust Corp | 783,650 | $2,893 萬 | 0.01% | −6,755−0.9% | 減碼 |
| Jarislowsky, Fraser Ltd | 866,507 | $3,199 萬 | 0.20% | −23,980−2.7% | 減碼 |
| Geode Capital Management, LLC | 1,050,559 | $3,879 萬 | 0.01% | +27,616+2.7% | 加碼 |
| FMR LLC | 1,148,952 | $4,242 萬 | 0.00% | −833,998−42.1% | 減碼 |
| Davis Asset Management, L.P. | 1,200,000 | $4,430 萬 | 2.85% | +187,763+18.5% | 加碼 |
| Ameriprise Financial Inc | 1,360,888 | $5,024 萬 | 0.02% | −80,823−5.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,478,414 | $5,458 萬 | 0.31% | +1,478,414 | 新進 |
| Wasatch Advisors Inc | 1,555,867 | $5,744 萬 | 0.36% | +177,729+12.9% | 加碼 |
| Dimensional Fund Advisors LP | 2,466,974 | $9,108 萬 | 0.03% | +173,836+7.6% | 加碼 |
| State Street Corp | 2,670,788 | $9,861 萬 | 0.01% | +485,842+22.2% | 加碼 |
| Vanguard Group Inc | 6,419,007 | $2.37 億 | 0.01% | +47,331+0.7% | 加碼 |
| BlackRock Inc. | 8,704,903 | $3.21 億 | 0.01% | −130,437−1.5% | 減碼 |
| Sofos Investments, Inc. | 37 | – | – | −1−2.6% | 減碼 |
| Cerity Partners LLC | 1,064 | – | – | +1,064 | 新進 |
| CCG Wealth Management, LLC | 0 | $0 | 0.00% | −370,884−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −31,451−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −27,300−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,239−100.0% | 清倉 |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −14,365−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,519−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,724−100.0% | 清倉 |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −9,300−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −9,141−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −8,400−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −7,368−100.0% | 清倉 |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −6,362−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −5,860−100.0% | 清倉 |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −5,541−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,490−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,255−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,867−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,264−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −987−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −135−100.0% | 清倉 |
| Romano Brothers and Company | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |