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 3 季 13F 持有人
Axos Financial, Inc. 在 2023/9/30 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
- 261
- 較 2023 年第 2 季 +4 家
- 持有股數
- 4,811 萬
- 較 2023 年第 2 季 −3.23 萬 (−0.1%)
- 總市值
- $18.2 億
- 較 2023 年第 2 季 −$7,816 萬 (−4.1%)
- 新進機構
- 31
- 另有 95 家加碼
- 清倉機構
- 27
- 另有 92 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kestrel Investment Management Corp | 119,550 | $452.6 萬 | 2.86% | −13,100−9.9% | 減碼 |
| Prudential Financial Inc | 120,581 | $456.5 萬 | 0.01% | +5,825+5.1% | 加碼 |
| Two Sigma Investments, LP | 125,798 | $476.3 萬 | 0.01% | +62,647+99.2% | 加碼 |
| Raymond James & Associates | 128,533 | $486.6 萬 | 0.00% | −39,528−23.5% | 減碼 |
| Royal Bank of Canada | 130,321 | $493.4 萬 | 0.00% | −718−0.5% | 減碼 |
| Fred Alger Management, LLC | 135,186 | $511.8 萬 | 0.03% | −2,732−2.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 138,037 | $522.6 萬 | 0.06% | +76,642+124.8% | 加碼 |
| Scout Investments, Inc. | 143,001 | $535.4 萬 | 0.12% | −4,158−2.8% | 減碼 |
| Qube Research & Technologies Ltd | 142,646 | $540.1 萬 | 0.02% | +63,523+80.3% | 加碼 |
| Jane Street Group, LLC | 144,497 | $547.1 萬 | 0.01% | +115,531+398.9% | 加碼 |
| Gator Capital Management, LLC | 146,680 | $555.3 萬 | 3.93% | +11,900+8.8% | 加碼 |
| Putnam Investments LLC | 147,364 | $557.9 萬 | 0.01% | −5,023−3.3% | 減碼 |
| Legal & General Group Plc | 148,614 | $562.7 萬 | 0.00% | −4,391−2.9% | 減碼 |
| State of Wisconsin Investment Board | 149,948 | $567.7 萬 | 0.02% | +106,124+242.2% | 加碼 |
| Royce & Associates LP | 159,364 | $603.4 萬 | 0.06% | −4,683−2.9% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 162,304 | $614.5 萬 | 0.37% | +41,760+34.6% | 加碼 |
| S&T Bank | 162,538 | $615.4 萬 | 1.19% | −4,659−2.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 172,952 | $654.8 萬 | 0.01% | −41,570−19.4% | 減碼 |
| Emerald Advisers, LLC | 176,396 | $667.8 萬 | 0.32% | +49,110+38.6% | 加碼 |
| Rhumbline Advisers | 178,746 | $676.7 萬 | 0.01% | +1,836+1.0% | 加碼 |
| Brandywine Global Investment Management, LLC | 182,352 | $690.4 萬 | 0.06% | +130,529+251.9% | 加碼 |
| Lord, Abbett & Co. LLC | 190,530 | $721.3 萬 | 0.03% | +66,500+53.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 201,004 | $761.0 萬 | 0.01% | +71,173+54.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 215,079 | $814.3 萬 | 0.01% | +8,261+4.0% | 加碼 |
| FJ Capital Management LLC | 225,421 | $853.4 萬 | 0.97% | +225,421 | 新進 |
| Invesco Ltd. | 232,735 | $881.1 萬 | 0.00% | −5,977−2.5% | 減碼 |
| Citadel Advisors LLC | 251,850 | $953.5 萬 | 0.01% | +250,813+24,186.4% | 加碼 |
| Ategra Capital Management, LLC | 262,923 | $995.4 萬 | 5.44% | +2,721+1.0% | 加碼 |
| Stieven Capital Advisors, L.P. | 270,133 | $1,023 萬 | 2.65% | +9,700+3.7% | 加碼 |
| Victory Capital Management Inc | 272,670 | $1,032 萬 | 0.01% | −4,993−1.8% | 減碼 |
| Principal Financial Group Inc | 283,285 | $1,073 萬 | 0.01% | −16,406−5.5% | 減碼 |
| TCW Group Inc | 290,500 | $1,100 萬 | 0.14% | +123,100+73.5% | 加碼 |
| Orchard Capital Managment, LLC | 297,636 | $1,127 萬 | 4.17% | 00.0% | 不變 |
| JPMorgan Chase & Co | 349,906 | $1,325 萬 | 0.00% | −174,361−33.3% | 減碼 |
| Bragg Financial Advisors, Inc | 353,661 | $1,339 萬 | 0.71% | +139,473+65.1% | 加碼 |
| Pembroke Management, LTD | 355,481 | $1,346 萬 | 1.84% | −74,168−17.3% | 減碼 |
| Redwood Investments, LLC | 366,137 | $1,386 萬 | 1.87% | −27,699−7.0% | 減碼 |
| Goldman Sachs Group Inc | 371,451 | $1,406 萬 | 0.00% | −141,247−27.5% | 減碼 |
| Norges Bank | 427,756 | $1,619 萬 | 0.00% | −47,021−9.9% | 減碼 |
| Shaker Investments LLC | 469,802 | $1,779 萬 | 9.81% | +2,707+0.6% | 加碼 |
| Bank of New York Mellon Corp | 561,895 | $2,127 萬 | 0.00% | −22,404−3.8% | 減碼 |
| Millennium Management LLC | 594,148 | $2,249 萬 | 0.02% | +203,707+52.2% | 加碼 |
| Rice Hall James & Associates, LLC | 599,822 | $2,271 萬 | 1.44% | −11,342−1.9% | 減碼 |
| Charles Schwab Investment Management Inc | 602,675 | $2,282 萬 | 0.01% | +22,253+3.8% | 加碼 |
| Loomis Sayles & Co L P | 642,062 | $2,431 萬 | 0.04% | +56,634+9.7% | 加碼 |
| Basswood Capital Management, L.L.C. | 668,498 | $2,531 萬 | 1.92% | +125,736+23.2% | 加碼 |
| Morgan Stanley | 674,442 | $2,553 萬 | 0.00% | −5,420−0.8% | 減碼 |
| Geneva Capital Management LLC | 727,636 | $2,755 萬 | 0.58% | +186,343+34.4% | 加碼 |
| Northern Trust Corp | 780,257 | $2,954 萬 | 0.01% | +2220.0% | 加碼 |
| FMR LLC | 840,606 | $3,183 萬 | 0.00% | −42,587−4.8% | 減碼 |
| Jarislowsky, Fraser Ltd | 844,358 | $3,197 萬 | 0.21% | −4,237−0.5% | 減碼 |
| Nuveen Asset Management, LLC | 857,871 | $3,248 萬 | 0.01% | +116,365+15.7% | 加碼 |
| Geode Capital Management, LLC | 1,117,505 | $4,231 萬 | 0.01% | +45,011+4.2% | 加碼 |
| Wasatch Advisors Inc | 1,209,486 | $4,579 萬 | 0.29% | −278,856−18.7% | 減碼 |
| Ameriprise Financial Inc | 1,376,615 | $5,212 萬 | 0.02% | +74,649+5.7% | 加碼 |
| American Century Companies Inc | 1,395,715 | $5,284 萬 | 0.04% | +843,606+152.8% | 加碼 |
| Davis Asset Management, L.P. | 1,500,000 | $5,679 萬 | 3.32% | +75,000+5.3% | 加碼 |
| Dimensional Fund Advisors LP | 2,590,065 | $9,806 萬 | 0.03% | +30,052+1.2% | 加碼 |
| State Street Corp | 2,673,093 | $1.01 億 | 0.01% | −293,285−9.9% | 減碼 |
| Vanguard Group Inc | 5,973,406 | $2.26 億 | 0.01% | −270,481−4.3% | 減碼 |
| BlackRock Inc. | 8,460,966 | $3.20 億 | 0.01% | +24,394+0.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −1,152,406−100.0% | 清倉 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −934,813−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −118,114−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −102,938−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,853−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −19,448−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −13,735−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −13,246−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −13,065−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,577−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −11,372−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,344−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −7,101−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −6,592−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,298−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,624−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,411−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,100−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,615−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,245−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,165−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −355−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −284−100.0% | 清倉 |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| BerganKDV Wealth Management, LLC | – | – | – | – | 本季未申報 |
| First Capital Advisors Group, LLC. | – | – | – | – | 本季未申報 |