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 $47.3 億；沒有大師持有。
2023 年第 2 季 13F 持有人
Axos Financial, Inc. 在 2023/6/30 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
- 260
- 較 2023 年第 1 季 +4 家
- 持有股數
- 4,827 萬
- 較 2023 年第 1 季 −23.3 萬 (−0.5%)
- 總市值
- $19.0 億
- 較 2023 年第 1 季 +$1.12 億 (+6.3%)
- 新進機構
- 37
- 另有 78 家加碼
- 清倉機構
- 33
- 另有 105 家減碼
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 | $47.3 億 |
| 2026 年第 1 季 | 387 | $40.7 億 |
| 2025 年第 4 季 | 379 | $39.7 億 |
| 2025 年第 3 季 | 382 | $38.6 億 |
| 2025 年第 2 季 | 365 | $34.3 億 |
| 2025 年第 1 季 | 352 | $29.7 億 |
| 2024 年第 4 季 | 356 | $33.1 億 |
| 2024 年第 3 季 | 335 | $30.2 億 |
| 2024 年第 2 季 | 318 | $28.1 億 |
| 2024 年第 1 季 | 310 | $27.4 億 |
| 2023 年第 4 季 | 303 | $28.4 億 |
| 2023 年第 3 季 | 261 | $18.3 億 |
| 2023 年第 2 季 | 260 | $19.0 億 |
| 2023 年第 1 季 | 256 | $17.9 億 |
| 2022 年第 4 季 | 244 | $18.0 億 |
| 2022 年第 3 季 | 252 | $16.2 億 |
| 2022 年第 2 季 | 239 | $16.9 億 |
| 2022 年第 1 季 | 248 | $21.4 億 |
| 2021 年第 4 季 | 244 | $25.6 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,436,572 | $3.33 億 | 0.01% | −268,331−3.1% | 減碼 |
| Vanguard Group Inc | 6,243,887 | $2.46 億 | 0.01% | −175,120−2.7% | 減碼 |
| State Street Corp | 2,966,378 | $1.17 億 | 0.01% | +295,590+11.1% | 加碼 |
| Dimensional Fund Advisors LP | 2,560,013 | $1.01 億 | 0.03% | +93,039+3.8% | 加碼 |
| Wasatch Advisors Inc | 1,488,342 | $5,870 萬 | 0.36% | −67,525−4.3% | 減碼 |
| Davis Asset Management, L.P. | 1,425,000 | $5,620 萬 | 3.37% | +225,000+18.8% | 加碼 |
| Ameriprise Financial Inc | 1,301,966 | $5,135 萬 | 0.02% | −58,922−4.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,152,406 | $4,545 萬 | 0.26% | −326,008−22.1% | 減碼 |
| Geode Capital Management, LLC | 1,072,494 | $4,230 萬 | 0.00% | +21,935+2.1% | 加碼 |
| Epoch Investment Partners, Inc. | 934,813 | $3,687 萬 | 0.21% | +179,762+23.8% | 加碼 |
| FMR LLC | 883,193 | $3,483 萬 | 0.00% | −1,414,711−61.6% | 減碼 |
| Jarislowsky, Fraser Ltd | 848,595 | $3,347 萬 | 0.20% | −17,912−2.1% | 減碼 |
| Northern Trust Corp | 780,035 | $3,076 萬 | 0.01% | −3,615−0.5% | 減碼 |
| Nuveen Asset Management, LLC | 741,506 | $2,924 萬 | 0.01% | +22,292+3.1% | 加碼 |
| Morgan Stanley | 679,862 | $2,681 萬 | 0.00% | +5,600+0.8% | 加碼 |
| Rice Hall James & Associates, LLC | 611,164 | $2,410 萬 | 1.37% | −6,657−1.1% | 減碼 |
| Loomis Sayles & Co L P | 585,428 | $2,309 萬 | 0.04% | +157,206+36.7% | 加碼 |
| Bank of New York Mellon Corp | 584,299 | $2,304 萬 | 0.00% | −28,077−4.6% | 減碼 |
| Charles Schwab Investment Management Inc | 580,422 | $2,289 萬 | 0.01% | +4,718+0.8% | 加碼 |
| American Century Companies Inc | 552,109 | $2,178 萬 | 0.02% | +48,995+9.7% | 加碼 |
| Basswood Capital Management, L.L.C. | 542,762 | $2,141 萬 | 1.58% | +115,583+27.1% | 加碼 |
| Geneva Capital Management LLC | 541,293 | $2,135 萬 | 0.42% | −994−0.2% | 減碼 |
| JPMorgan Chase & Co | 524,267 | $2,068 萬 | 0.00% | +78,124+17.5% | 加碼 |
| Goldman Sachs Group Inc | 512,698 | $2,022 萬 | 0.01% | +15,022+3.0% | 加碼 |
| Norges Bank | 474,777 | $1,873 萬 | 0.00% | −31,422−6.2% | 減碼 |
| Shaker Investments LLC | 467,095 | $1,842 萬 | 9.40% | −7,935−1.7% | 減碼 |
| Pembroke Management, LTD | 429,649 | $1,695 萬 | 1.83% | −18,934−4.2% | 減碼 |
| Redwood Investments, LLC | 393,836 | $1,553 萬 | 1.90% | +6,013+1.6% | 加碼 |
| Millennium Management LLC | 390,441 | $1,540 萬 | 0.02% | +177,096+83.0% | 加碼 |
| Principal Financial Group Inc | 299,691 | $1,182 萬 | 0.01% | −23,430−7.3% | 減碼 |
| Orchard Capital Managment, LLC | 297,636 | $1,174 萬 | 3.95% | −24,114−7.5% | 減碼 |
| Victory Capital Management Inc | 277,663 | $1,095 萬 | 0.01% | +102,211+58.3% | 加碼 |
| Stieven Capital Advisors, L.P. | 260,433 | $1,027 萬 | 2.66% | −115,200−30.7% | 減碼 |
| Ategra Capital Management, LLC | 260,202 | $1,026 萬 | 5.57% | −430.0% | 減碼 |
| Lord, Abbett & Co. LLC | 248,060 | $978.4 萬 | 0.02% | +248,060 | 新進 |
| Invesco Ltd. | 238,712 | $941.5 萬 | 0.00% | +87,946+58.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 214,522 | $846.1 萬 | 0.01% | +55,472+34.9% | 加碼 |
| Bragg Financial Advisors, Inc | 214,188 | $844.8 萬 | 0.46% | +104,580+95.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 206,818 | $815.7 萬 | 0.01% | +206,818 | 新進 |
| Rhumbline Advisers | 176,910 | $697.7 萬 | 0.01% | −3,621−2.0% | 減碼 |
| Scout Investments, Inc. | 147,159 | $693.9 萬 | 0.14% | −64,016−30.3% | 減碼 |
| Raymond James & Associates | 168,061 | $662.8 萬 | 0.01% | −1,858−1.1% | 減碼 |
| TCW Group Inc | 167,400 | $660.2 萬 | 0.07% | +24,200+16.9% | 加碼 |
| S&T Bank | 167,197 | $659.4 萬 | 1.19% | −2,977−1.7% | 減碼 |
| Bank of America Corp | 165,526 | $652.8 萬 | 0.00% | −44,665−21.2% | 減碼 |
| Royce & Associates LP | 164,047 | $647.0 萬 | 0.06% | −113,115−40.8% | 減碼 |
| Legal & General Group Plc | 153,005 | $603.5 萬 | 0.00% | −4,507−2.9% | 減碼 |
| Putnam Investments LLC | 152,387 | $601.0 萬 | 0.01% | +38,668+34.0% | 加碼 |
| Fred Alger Management, LLC | 137,918 | $543.9 萬 | 0.03% | −6,777−4.7% | 減碼 |
| Gator Capital Management, LLC | 134,780 | $531.6 萬 | 3.74% | +28,700+27.1% | 加碼 |
| Kestrel Investment Management Corp | 132,650 | $523.2 萬 | 2.89% | +132,650 | 新進 |
| Royal Bank of Canada | 131,039 | $516.9 萬 | 0.00% | +3,093+2.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 129,831 | $512.1 萬 | 0.01% | −45,897−26.1% | 減碼 |
| Emerald Advisers, LLC | 127,286 | $502.0 萬 | 0.22% | +60,165+89.6% | 加碼 |
| Envestnet Asset Management Inc | 126,160 | $497.6 萬 | 0.00% | +89,912+248.0% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 120,544 | $475.4 萬 | 0.26% | +50,468+72.0% | 加碼 |
| FIL Ltd | 118,114 | $465.8 萬 | 0.01% | −19,018−13.9% | 減碼 |
| Swiss National Bank | 117,500 | $463.4 萬 | 0.00% | +1,000+0.9% | 加碼 |
| Prudential Financial Inc | 114,756 | $452.6 萬 | 0.01% | +13,494+13.3% | 加碼 |
| Barclays PLC | 113,610 | $448.1 萬 | 0.00% | +55,492+95.5% | 加碼 |
| Kennedy Capital Management, Inc. | 113,595 | $448.0 萬 | 0.10% | +36,744+47.8% | 加碼 |
| Twinbeech Capital LP | 102,938 | $406.0 萬 | 0.08% | +102,938 | 新進 |
| Ci Investments Inc. | 101,290 | $399.5 萬 | 0.02% | +2,641+2.7% | 加碼 |
| Public Sector Pension Investment Board | 93,385 | $368.3 萬 | 0.03% | −535−0.6% | 減碼 |
| Citigroup Inc | 89,156 | $351.6 萬 | 0.00% | +63,769+251.2% | 加碼 |
| Rafferty Asset Management, LLC | 87,370 | $344.6 萬 | 0.02% | +46,259+112.5% | 加碼 |
| Wellington Management Group LLP | 81,837 | $322.8 萬 | 0.00% | −39,138−32.4% | 減碼 |
| Qube Research & Technologies Ltd | 79,123 | $312.1 萬 | 0.01% | −12,535−13.7% | 減碼 |
| Alliancebernstein L.P. | 79,014 | $311.6 萬 | 0.00% | −24,688−23.8% | 減碼 |
| Connors Investor Services Inc | 77,964 | $307.5 萬 | 0.35% | −1,511−1.9% | 減碼 |
| First Eagle Investment Management, LLC | 76,158 | $300.4 萬 | 0.01% | +61,155+407.6% | 加碼 |
| Algert Global LLC | 68,615 | $270.6 萬 | 0.12% | −1,855−2.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 66,310 | $261.5 萬 | 0.04% | +33,155+100.0% | 加碼 |
| Deutsche Bank AG | 65,722 | $259.2 萬 | 0.00% | −53,666−45.0% | 減碼 |
| California State Teachers Retirement System | 64,545 | $254.6 萬 | 0.00% | −4,220−6.1% | 減碼 |
| Assenagon Asset Management S.A. | 63,588 | $250.8 萬 | 0.01% | −937−1.5% | 減碼 |
| Two Sigma Investments, LP | 63,151 | $249.1 萬 | 0.01% | −39,563−38.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 61,395 | $242.1 萬 | 0.03% | −46,065−42.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,469 | $234.5 萬 | 0.02% | +2,927+5.2% | 加碼 |
| First Trust Advisors LP | 58,900 | $232.3 萬 | 0.00% | −2,546−4.1% | 減碼 |
| Susquehanna International Group, LLP | 54,866 | $216.4 萬 | 0.00% | +19,925+57.0% | 加碼 |
| Credit Suisse AG | 54,157 | $213.6 萬 | 0.00% | +5,900+12.2% | 加碼 |
| Bank of Montreal | 51,426 | $209.1 萬 | 0.00% | −2,352−4.4% | 減碼 |
| Brandywine Global Investment Management, LLC | 51,823 | $204.4 萬 | 0.02% | −51,751−50.0% | 減碼 |
| Thrivent Financial for Lutherans | 51,715 | $204.0 萬 | 0.00% | −1,206−2.3% | 減碼 |
| Virginia Retirement Systems Et Al | 50,700 | $200.0 萬 | 0.02% | +6,400+14.4% | 加碼 |
| Gratus Capital LLC | 49,025 | $193.4 萬 | 0.13% | −918−1.8% | 減碼 |
| Lazard Asset Management LLC | 48,722 | $192.1 萬 | 0.00% | +29,699+156.1% | 加碼 |
| Edgestream Partners, L.P. | 46,413 | $183.1 萬 | 0.17% | +46,413 | 新進 |
| Texas Permanent School Fund | 46,323 | $182.7 萬 | 0.02% | −1,567−3.3% | 減碼 |
| Great West Life Assurance Co | 46,270 | $182.4 萬 | 0.00% | −5,022−9.8% | 減碼 |
| National Asset Management, Inc. | 44,286 | $174.7 萬 | 0.04% | −123−0.3% | 減碼 |
| State of Wisconsin Investment Board | 43,824 | $172.8 萬 | 0.00% | +37,024+544.5% | 加碼 |
| Two Sigma Advisers, LP | 41,716 | $164.5 萬 | 0.00% | −29,700−41.6% | 減碼 |
| UBS Asset Management Americas Inc | 44,538 | $164.4 萬 | 0.00% | 00.0% | 不變 |
| New York State Teachers Retirement System | 39,062 | $154.1 萬 | 0.00% | −800−2.0% | 減碼 |
| Formula Growth Ltd | 35,624 | $140.5 萬 | 0.45% | −4,000−10.1% | 減碼 |
| State of Tennessee, Treasury Department | 34,984 | $138.0 萬 | 0.01% | −7,623−17.9% | 減碼 |
| Engineers Gate Manager LP | 34,853 | $137.5 萬 | 0.05% | +26,187+302.2% | 加碼 |
| State of Alaska, Department of Revenue | 34,617 | $136.5 萬 | 0.02% | −1,951−5.3% | 減碼 |