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 387 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 | 387 | $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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 30,290 | $111.8 萬 | 0.01% | +332+1.1% | 加碼 |
| New York State Common Retirement Fund | 30,195 | $111.5 萬 | 0.00% | −10,992−26.7% | 減碼 |
| Yousif Capital Management, LLC | 30,193 | $111.5 萬 | 0.01% | −3,750−11.0% | 減碼 |
| Price T Rowe Associates Inc | 28,375 | $104.8 萬 | 0.00% | +1,000+3.7% | 加碼 |
| Teacher Retirement System of Texas | 28,319 | $104.6 萬 | 0.01% | +16,353+136.7% | 加碼 |
| Ensign Peak Advisors, Inc | 27,571 | $101.8 萬 | 0.00% | 00.0% | 不變 |
| Alpha DNA Investment Management LLC | 27,556 | $101.7 萬 | 0.52% | +27,556 | 新進 |
| Russell Investments Group, Ltd. | 27,100 | $100.1 萬 | 0.00% | +521+2.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 25,498 | $94.1 萬 | 0.00% | −20,018−44.0% | 減碼 |
| Citigroup Inc | 25,387 | $93.7 萬 | 0.00% | −8,847−25.8% | 減碼 |
| Parallax Volatility Advisers, L.P. | 25,378 | $93.7 萬 | 0.03% | +25,378 | 新進 |
| Cornercap Investment Counsel Inc | 25,244 | $93.2 萬 | 0.16% | −3,797−13.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 25,012 | $92.3 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 24,948 | $92.1 萬 | 0.00% | +362+1.5% | 加碼 |
| Louisiana State Employees Retirement System | 24,900 | $91.9 萬 | 0.02% | −500−2.0% | 減碼 |
| Janus Henderson Group PLC | 24,276 | $89.6 萬 | 0.00% | +12,874+112.9% | 加碼 |
| Voloridge Investment Management, LLC | 24,121 | $89.1 萬 | 0.00% | −72,827−75.1% | 減碼 |
| LPL Financial LLC | 24,045 | $88.8 萬 | 0.00% | −9,201−27.7% | 減碼 |
| D.A. Davidson & Co. | 23,837 | $88.0 萬 | 0.01% | −635−2.6% | 減碼 |
| Amalgamated Bank | 23,015 | $85.0 萬 | 0.01% | −2,159−8.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 22,961 | $84.8 萬 | 0.00% | +85+0.4% | 加碼 |
| Voya Investment Management LLC | 22,313 | $82.4 萬 | 0.00% | −124−0.6% | 減碼 |
| Credential Qtrade Securities Inc. | 22,264 | $82.2 萬 | 0.05% | +451+2.1% | 加碼 |
| BerganKDV Wealth Management, LLC | 21,820 | $80.6 萬 | 0.08% | +313+1.5% | 加碼 |
| Maryland State Retirement & Pension System | 21,505 | $79.4 萬 | 0.02% | −490−2.2% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 21,000 | $77.5 萬 | 0.12% | 00.0% | 不變 |
| Truist Financial Corp | 20,131 | $74.3 萬 | 0.00% | −19,673−49.4% | 減碼 |
| Ridgewood Investments LLC | 19,963 | $73.7 萬 | 0.45% | 00.0% | 不變 |
| Wells Fargo & Company | 19,499 | $72.0 萬 | 0.00% | +15,522+390.3% | 加碼 |
| Lazard Asset Management LLC | 19,023 | $70.2 萬 | 0.00% | +18,276+2,446.6% | 加碼 |
| Jackson Creek Investment Advisors LLC | 18,985 | $70.1 萬 | 0.29% | +18,985 | 新進 |
| Natixis Advisors, L.P. | 18,152 | $67.0 萬 | 0.00% | −2,340−11.4% | 減碼 |
| SEI Investments Co | 17,758 | $65.6 萬 | 0.00% | −5,184−22.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 17,114 | $63.2 萬 | 0.01% | −650−3.7% | 減碼 |
| PMC FIG Opportunities LLC | 17,000 | $62.8 萬 | 4.00% | +17,000 | 新進 |
| Wakefield Asset Management LLLP | 16,139 | $59.6 萬 | 0.25% | +16,139 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 15,966 | $58.9 萬 | 0.07% | +10,450+189.4% | 加碼 |
| Panagora Asset Management Inc | 15,931 | $58.8 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 15,646 | $57.8 萬 | 0.01% | +465+3.1% | 加碼 |
| Stifel Financial Corp | 15,561 | $57.5 萬 | 0.00% | −3,275−17.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 15,440 | $57.0 萬 | 0.01% | 00.0% | 不變 |
| Duality Advisers, LP | 15,148 | $55.9 萬 | 0.06% | +15,148 | 新進 |
| Hillsdale Investment Management Inc. | 15,100 | $55.7 萬 | 0.05% | +15,100 | 新進 |
| First Eagle Investment Management, LLC | 15,003 | $55.4 萬 | 0.00% | −25,000−62.5% | 減碼 |
| AE Wealth Management LLC | 14,760 | $54.5 萬 | 0.00% | +14,760 | 新進 |
| Prelude Capital Management, LLC | 14,465 | $53.4 萬 | 0.04% | +14,465 | 新進 |
| First Republic Investment Management, Inc. | 13,893 | $51.3 萬 | 0.00% | +306+2.3% | 加碼 |
| Nisa Investment Advisors, LLC | 12,644 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| Foundry Partners, LLC | 12,459 | $46.0 萬 | 0.03% | −107,532−89.6% | 減碼 |
| New York Life Investment Management LLC | 12,409 | $45.8 萬 | 0.01% | +12,409 | 新進 |
| Aquatic Capital Management LLC | 11,700 | $43.2 萬 | 0.03% | +11,400+3,800.0% | 加碼 |
| Mutual of America Capital Management LLC | 10,997 | $40.6 萬 | 0.00% | −195−1.7% | 減碼 |
| Van Hulzen Asset Management, LLC | 10,986 | $40.6 萬 | 0.04% | +1,469+15.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 10,898 | $40.2 萬 | 0.05% | +333+3.2% | 加碼 |
| Jane Street Group, LLC | 10,711 | $39.5 萬 | 0.00% | +10,711 | 新進 |
| Cipher Capital LP | 10,676 | $39.4 萬 | 0.07% | +10,676 | 新進 |
| Trexquant Investment LP | 10,300 | $38.0 萬 | 0.01% | −4,621−31.0% | 減碼 |
| Quadrature Capital Ltd | 10,153 | $37.5 萬 | 0.01% | +10,153 | 新進 |
| Handelsbanken Fonder AB | 9,995 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| Axq Capital, LP | 9,610 | $35.5 萬 | 0.14% | +9,610 | 新進 |
| World Equity Group, Inc. | 22,084 | $33.8 萬 | 0.06% | +22,084 | 新進 |
| Pinnacle Associates Ltd | 9,100 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 8,873 | $32.8 萬 | 0.00% | −10,762−54.8% | 減碼 |
| Engineers Gate Manager LP | 8,666 | $32.0 萬 | 0.01% | +1,741+25.1% | 加碼 |
| Everence Capital Management Inc | 8,590 | $31.7 萬 | 0.03% | 00.0% | 不變 |
| Creative Planning | 8,548 | $31.6 萬 | 0.00% | +256+3.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 8,494 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Verition Fund Management LLC | 8,489 | $31.3 萬 | 0.00% | +2,835+50.1% | 加碼 |
| Balyasny Asset Management LLC | 8,446 | $31.2 萬 | 0.00% | +8,446 | 新進 |
| Alps Advisors Inc | 8,370 | $30.9 萬 | 0.00% | +8,370 | 新進 |
| Commonwealth Equity Services, LLC | 8,230 | $30.3 萬 | 0.00% | −2,220−21.2% | 減碼 |
| ProShare Advisors LLC | 8,204 | $30.3 萬 | 0.00% | −733−8.2% | 減碼 |
| Versor Investments LP | 8,014 | $29.6 萬 | 0.04% | −11,486−58.9% | 減碼 |
| Alpha Cubed Investments, LLC | 7,900 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 7,773 | $28.7 萬 | 0.03% | −884−10.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,718 | $28.5 萬 | 0.00% | +1,986+34.6% | 加碼 |
| Mission Creek Capital Partners, Inc. | 7,680 | $28.4 萬 | 0.10% | 00.0% | 不變 |
| Quantinno Capital Management LP | 7,567 | $27.9 萬 | 0.02% | +29+0.4% | 加碼 |
| Ziegler Capital Management, LLC | 7,318 | $27.0 萬 | 0.01% | +1,434+24.4% | 加碼 |
| Gsa Capital Partners LLP | 7,217 | $26.6 萬 | 0.03% | −11,554−61.6% | 減碼 |
| Pictet Asset Management SA | 7,127 | $26.3 萬 | 0.00% | +1,100+18.3% | 加碼 |
| State of Wisconsin Investment Board | 6,800 | $25.1 萬 | 0.00% | +94+1.4% | 加碼 |
| Waterloo Capital, L.P. | 6,350 | $23.4 萬 | 0.07% | +6,350 | 新進 |
| Hancock Whitney Corp | 6,322 | $23.3 萬 | 0.01% | −900−12.5% | 減碼 |
| Graham Capital Management, L.P. | 6,243 | $23.0 萬 | 0.01% | +6,243 | 新進 |
| Captrust Financial Advisors | 6,107 | $22.5 萬 | 0.00% | −1,217−16.6% | 減碼 |
| Bayesian Capital Management, LP | 5,835 | $21.5 萬 | 0.03% | +5,835 | 新進 |
| Clearstead Advisors, LLC | 5,766 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Martingale Asset Management L P | 5,710 | $21.1 萬 | 0.00% | −13,015−69.5% | 減碼 |
| Cim Investment Mangement Inc | 5,465 | $20.2 萬 | 0.07% | +188+3.6% | 加碼 |
| Profund Advisors LLC | 5,452 | $20.1 萬 | 0.01% | +5,452 | 新進 |
| The PNC Financial Services Group, Inc. | 4,752 | $17.5 萬 | 0.00% | +206+4.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,474 | $16.5 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 4,385 | $16.2 萬 | 0.00% | −413−8.6% | 減碼 |
| CWM, LLC | 4,385 | $16.2 萬 | 0.00% | +176+4.2% | 加碼 |
| UBS Group AG | 4,238 | $15.6 萬 | 0.00% | +788+22.8% | 加碼 |
| Point72 Middle East FZE | 4,083 | $15.1 萬 | 0.01% | +4,083 | 新進 |
| Bourgeon Capital Management LLC | 4,000 | $14.8 萬 | 0.04% | −745−15.7% | 減碼 |
| Walleye Capital LLC | 3,782 | $14.0 萬 | 0.00% | −8,091−68.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,663 | $13.5 萬 | 0.00% | +2,087+132.4% | 加碼 |