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 4 季 13F 持有人
Axos Financial, Inc. 在 2023/12/31 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
- 303
- 較 2023 年第 3 季 +46 家
- 持有股數
- 4,948 萬
- 較 2023 年第 3 季 +144.4 萬 (+3.0%)
- 總市值
- $27.0 億
- 較 2023 年第 3 季 +$8.83 億 (+48.6%)
- 新進機構
- 67
- 另有 75 家加碼
- 清倉機構
- 21
- 另有 121 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,329,879 | $4.55 億 | 0.01% | −131,087−1.5% | 減碼 |
| Vanguard Group Inc | 5,933,947 | $3.24 億 | 0.01% | −39,459−0.7% | 減碼 |
| State Street Corp | 3,501,675 | $1.91 億 | 0.01% | +828,582+31.0% | 加碼 |
| Dimensional Fund Advisors LP | 2,724,331 | $1.49 億 | 0.04% | +134,266+5.2% | 加碼 |
| Davis Asset Management, L.P. | 1,500,000 | $8,190 萬 | 3.98% | 00.0% | 不變 |
| Citadel Advisors LLC | 1,369,263 | $7,476 萬 | 0.08% | +1,117,413+443.7% | 加碼 |
| Geode Capital Management, LLC | 1,146,188 | $6,259 萬 | 0.01% | +28,683+2.6% | 加碼 |
| Wasatch Advisors Inc | 1,068,209 | $5,832 萬 | 0.32% | −141,277−11.7% | 減碼 |
| American Century Companies Inc | 971,131 | $5,302 萬 | 0.04% | −424,584−30.4% | 減碼 |
| FMR LLC | 860,237 | $4,697 萬 | 0.00% | +19,631+2.3% | 加碼 |
| Nuveen Asset Management, LLC | 856,252 | $4,675 萬 | 0.02% | −1,619−0.2% | 減碼 |
| Jarislowsky, Fraser Ltd | 825,667 | $4,508 萬 | 0.27% | −18,691−2.2% | 減碼 |
| Goldman Sachs Group Inc | 795,381 | $4,343 萬 | 0.01% | +423,930+114.1% | 加碼 |
| Northern Trust Corp | 769,182 | $4,200 萬 | 0.01% | −11,075−1.4% | 減碼 |
| Morgan Stanley | 764,026 | $4,172 萬 | 0.00% | +89,584+13.3% | 加碼 |
| Geneva Capital Management LLC | 728,143 | $3,976 萬 | 0.75% | +507+0.1% | 加碼 |
| Ameriprise Financial Inc | 619,880 | $3,385 萬 | 0.01% | −756,735−55.0% | 減碼 |
| Charles Schwab Investment Management Inc | 613,391 | $3,349 萬 | 0.01% | +10,716+1.8% | 加碼 |
| Bank of New York Mellon Corp | 539,605 | $2,946 萬 | 0.01% | −22,290−4.0% | 減碼 |
| Shaker Investments LLC | 467,532 | $2,553 萬 | 11.90% | −2,270−0.5% | 減碼 |
| Rice Hall James & Associates, LLC | 457,692 | $2,499 萬 | 1.45% | −142,130−23.7% | 減碼 |
| Loomis Sayles & Co L P | 417,141 | $2,278 萬 | 0.03% | −224,921−35.0% | 減碼 |
| Millennium Management LLC | 402,877 | $2,200 萬 | 0.02% | −191,271−32.2% | 減碼 |
| Norges Bank | 395,108 | $2,157 萬 | 0.00% | −32,648−7.6% | 減碼 |
| Voloridge Investment Management, LLC | 377,698 | $2,062 萬 | 0.08% | +292,126+341.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 369,759 | $2,019 萬 | 0.25% | +231,722+167.9% | 加碼 |
| Bragg Financial Advisors, Inc | 357,188 | $1,950 萬 | 0.93% | +3,527+1.0% | 加碼 |
| Emerald Advisers, LLC | 356,525 | $1,947 萬 | 0.83% | +180,129+102.1% | 加碼 |
| Pembroke Management, LTD | 346,947 | $1,894 萬 | 2.35% | −8,534−2.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 346,097 | $1,890 萬 | 0.03% | +145,093+72.2% | 加碼 |
| Orchard Capital Managment, LLC | 313,313 | $1,711 萬 | 5.36% | +15,677+5.3% | 加碼 |
| Barclays PLC | 303,612 | $1,658 萬 | 0.01% | +196,004+182.1% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 299,285 | $1,634 萬 | 0.87% | +136,981+84.4% | 加碼 |
| TCW Group Inc | 290,500 | $1,586 萬 | 0.18% | 00.0% | 不變 |
| Ategra Capital Management, LLC | 285,470 | $1,559 萬 | 6.97% | +22,547+8.6% | 加碼 |
| Stieven Capital Advisors, L.P. | 282,633 | $1,543 萬 | 3.31% | +12,500+4.6% | 加碼 |
| Invesco Ltd. | 277,046 | $1,513 萬 | 0.00% | +44,311+19.0% | 加碼 |
| Basswood Capital Management, L.L.C. | 270,072 | $1,475 萬 | 0.95% | −398,426−59.6% | 減碼 |
| Principal Financial Group Inc | 268,236 | $1,465 萬 | 0.01% | −15,049−5.3% | 減碼 |
| Bank of America Corp | 256,264 | $1,399 萬 | 0.00% | +187,335+271.8% | 加碼 |
| Lazard Asset Management LLC | 245,147 | $1,338 萬 | 0.02% | +132,574+117.8% | 加碼 |
| Wellington Management Group LLP | 214,950 | $1,174 萬 | 0.00% | +133,113+162.7% | 加碼 |
| Citigroup Inc | 188,709 | $1,030 萬 | 0.01% | +139,438+283.0% | 加碼 |
| Lord, Abbett & Co. LLC | 188,353 | $1,028 萬 | 0.04% | −2,177−1.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 187,413 | $1,023 萬 | 0.01% | −27,666−12.9% | 減碼 |
| First Eagle Investment Management, LLC | 174,922 | $955.1 萬 | 0.02% | +64,939+59.0% | 加碼 |
| Rhumbline Advisers | 169,151 | $923.6 萬 | 0.01% | −9,595−5.4% | 減碼 |
| Victory Capital Management Inc | 166,892 | $911.2 萬 | 0.01% | −105,778−38.8% | 減碼 |
| Brandywine Global Investment Management, LLC | 165,106 | $901.5 萬 | 0.07% | −17,246−9.5% | 減碼 |
| Rafferty Asset Management, LLC | 162,804 | $888.9 萬 | 0.04% | +102,704+170.9% | 加碼 |
| State of Wisconsin Investment Board | 161,172 | $880.0 萬 | 0.02% | +11,224+7.5% | 加碼 |
| S&T Bank | 155,143 | $847.1 萬 | 1.56% | −7,395−4.5% | 減碼 |
| Prudential Financial Inc | 149,252 | $814.9 萬 | 0.01% | +28,671+23.8% | 加碼 |
| Scout Investments, Inc. | 146,849 | $801.8 萬 | 0.20% | +3,848+2.7% | 加碼 |
| Gator Capital Management, LLC | 146,680 | $800.9 萬 | 4.43% | 00.0% | 不變 |
| Legal & General Group Plc | 146,324 | $798.9 萬 | 0.00% | −2,290−1.5% | 減碼 |
| Putnam Investments LLC | 137,834 | $752.6 萬 | 0.01% | −9,530−6.5% | 減碼 |
| Eagle Asset Management Inc | 136,828 | $747.1 萬 | 0.04% | +136,828 | 新進 |
| Royal Bank of Canada | 136,140 | $743.4 萬 | 0.00% | +5,819+4.5% | 加碼 |
| Royce & Associates LP | 134,643 | $735.2 萬 | 0.07% | −24,721−15.5% | 減碼 |
| Tudor Investment Corp Et Al | 124,156 | $677.9 萬 | 0.09% | +124,156 | 新進 |
| JPMorgan Chase & Co | 111,519 | $608.9 萬 | 0.00% | −238,387−68.1% | 減碼 |
| Kennedy Capital Management, Inc. | 111,480 | $608.7 萬 | 0.13% | −6,147−5.2% | 減碼 |
| Swiss National Bank | 110,500 | $603.3 萬 | 0.00% | −6,400−5.5% | 減碼 |
| Bridgeway Capital Management, LLC | 110,400 | $602.8 萬 | 0.13% | +110,400 | 新進 |
| Public Sector Pension Investment Board | 106,623 | $582.2 萬 | 0.04% | +41,785+64.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 105,686 | $577.0 萬 | 0.01% | −67,266−38.9% | 減碼 |
| Nomura Holdings Inc | 100,647 | $549.5 萬 | 0.05% | +100,647 | 新進 |
| Kestrel Investment Management Corp | 99,250 | $541.9 萬 | 3.67% | −20,300−17.0% | 減碼 |
| EJF Capital LLC | 96,044 | $524.4 萬 | 2.74% | −15,719−14.1% | 減碼 |
| Simplex Trading, LLC | 88,943 | $485.6 萬 | 0.15% | +88,943 | 新進 |
| Jane Street Group, LLC | 83,834 | $457.7 萬 | 0.01% | −60,663−42.0% | 減碼 |
| Raymond James & Associates | 81,939 | $447.4 萬 | 0.00% | −46,594−36.3% | 減碼 |
| Ci Investments Inc. | 81,780 | $446.5 萬 | 0.02% | −19,310−19.1% | 減碼 |
| Algert Global LLC | 79,581 | $434.5 萬 | 0.17% | +15,655+24.5% | 加碼 |
| Capital Fund Management S.A. | 78,401 | $428.1 萬 | 0.05% | +78,401 | 新進 |
| Alliancebernstein L.P. | 78,100 | $426.4 萬 | 0.00% | −80−0.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 74,316 | $405.8 萬 | 0.11% | +74,316 | 新進 |
| Redwood Investments, LLC | 74,222 | $405.3 萬 | 1.06% | −291,915−79.7% | 減碼 |
| Thrivent Financial for Lutherans | 73,805 | $402.9 萬 | 0.01% | +23,064+45.5% | 加碼 |
| Guggenheim Capital LLC | 72,612 | $396.5 萬 | 0.03% | +72,612 | 新進 |
| First Trust Advisors LP | 70,630 | $385.6 萬 | 0.00% | +14,068+24.9% | 加碼 |
| UBS Group AG | 66,224 | $361.6 萬 | 0.00% | +60,472+1,051.3% | 加碼 |
| Susquehanna International Group, LLP | 61,978 | $338.4 萬 | 0.01% | +18,295+41.9% | 加碼 |
| Credit Suisse AG | 61,752 | $337.2 萬 | 0.00% | +7,270+13.3% | 加碼 |
| California State Teachers Retirement System | 59,144 | $322.9 萬 | 0.00% | −454−0.8% | 減碼 |
| Walleye Trading LLC | 58,629 | $320.1 萬 | 0.05% | +58,629 | 新進 |
| Quantbot Technologies LP | 55,817 | $304.8 萬 | 0.18% | +55,817 | 新進 |
| Bank of Montreal | 52,962 | $299.5 萬 | 0.00% | +1,677+3.3% | 加碼 |
| UBS Asset Management Americas Inc | 49,555 | $270.6 萬 | 0.00% | +2,524+5.4% | 加碼 |
| Gratus Capital LLC | 48,593 | $265.3 萬 | 0.15% | −432−0.9% | 減碼 |
| Connors Investor Services Inc | 46,445 | $253.6 萬 | 0.28% | +597+1.3% | 加碼 |
| Two Sigma Investments, LP | 45,045 | $245.9 萬 | 0.01% | −80,753−64.2% | 減碼 |
| SEI Investments Co | 44,863 | $245.0 萬 | 0.00% | −57,939−56.4% | 減碼 |
| Deutsche Bank AG | 44,715 | $244.1 萬 | 0.00% | +10,324+30.0% | 加碼 |
| Texas Permanent School Fund | 44,386 | $242.3 萬 | 0.02% | −167−0.4% | 減碼 |
| ExodusPoint Capital Management, LP | 44,297 | $241.9 萬 | 0.03% | +34,258+341.2% | 加碼 |
| National Asset Management, Inc. | 44,112 | $240.9 萬 | 0.06% | −684−1.5% | 減碼 |
| Canada Pension Plan Investment Board | 42,700 | $233.1 萬 | 0.00% | +42,700 | 新進 |
| Great West Life Assurance Co | 42,138 | $229.9 萬 | 0.01% | −3,267−7.2% | 減碼 |