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。
2024 年第 1 季 13F 持有人
Axos Financial, Inc. 在 2024/3/31 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
- 310
- 較 2023 年第 4 季 +8 家
- 持有股數
- 4,892 萬
- 較 2023 年第 4 季 −42.5 萬 (−0.9%)
- 總市值
- $26.4 億
- 較 2023 年第 4 季 −$5,320 萬 (−2.0%)
- 新進機構
- 43
- 另有 91 家加碼
- 清倉機構
- 35
- 另有 124 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,265,413 | $4.47 億 | 0.01% | −64,466−0.8% | 減碼 |
| Vanguard Group Inc | 5,870,571 | $3.17 億 | 0.01% | −63,376−1.1% | 減碼 |
| State Street Corp | 3,326,617 | $1.80 億 | 0.01% | −175,058−5.0% | 減碼 |
| Dimensional Fund Advisors LP | 2,685,234 | $1.45 億 | 0.04% | −39,097−1.4% | 減碼 |
| Davis Asset Management, L.P. | 1,500,000 | $8,106 萬 | 3.55% | 00.0% | 不變 |
| Citadel Advisors LLC | 1,361,962 | $7,360 萬 | 0.07% | −7,301−0.5% | 減碼 |
| Geode Capital Management, LLC | 1,273,728 | $6,884 萬 | 0.01% | +127,540+11.1% | 加碼 |
| American Century Companies Inc | 1,228,254 | $6,637 萬 | 0.04% | +257,123+26.5% | 加碼 |
| FMR LLC | 1,073,295 | $5,800 萬 | 0.00% | +213,058+24.8% | 加碼 |
| Wasatch Advisors Inc | 1,040,022 | $5,620 萬 | 0.29% | −28,187−2.6% | 減碼 |
| Nuveen Asset Management, LLC | 858,934 | $4,642 萬 | 0.01% | +2,682+0.3% | 加碼 |
| Geneva Capital Management LLC | 723,960 | $3,912 萬 | 0.69% | −4,183−0.6% | 減碼 |
| Wellington Management Group LLP | 722,646 | $3,905 萬 | 0.01% | +507,696+236.2% | 加碼 |
| Northern Trust Corp | 714,215 | $3,860 萬 | 0.01% | −54,967−7.1% | 減碼 |
| Morgan Stanley | 684,547 | $3,699 萬 | 0.00% | −79,479−10.4% | 減碼 |
| Charles Schwab Investment Management Inc | 683,266 | $3,692 萬 | 0.01% | +69,875+11.4% | 加碼 |
| Jarislowsky, Fraser Ltd | 651,835 | $3,523 萬 | 0.20% | −173,832−21.1% | 減碼 |
| Ameriprise Financial Inc | 588,369 | $3,179 萬 | 0.01% | −31,511−5.1% | 減碼 |
| Bank of New York Mellon Corp | 510,992 | $2,761 萬 | 0.01% | −28,613−5.3% | 減碼 |
| Shaker Investments LLC | 466,277 | $2,520 萬 | 10.67% | −1,255−0.3% | 減碼 |
| Loomis Sayles & Co L P | 463,915 | $2,507 萬 | 0.04% | +46,774+11.2% | 加碼 |
| Emerald Advisers, LLC | 457,424 | $2,472 萬 | 0.99% | +100,899+28.3% | 加碼 |
| Voloridge Investment Management, LLC | 441,778 | $2,387 萬 | 0.09% | +64,080+17.0% | 加碼 |
| Rice Hall James & Associates, LLC | 388,256 | $2,098 萬 | 1.20% | −69,436−15.2% | 減碼 |
| Bragg Financial Advisors, Inc | 358,528 | $1,937 萬 | 0.87% | +1,340+0.4% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 348,910 | $1,886 萬 | 0.98% | +49,625+16.6% | 加碼 |
| Pembroke Management, LTD | 335,800 | $1,815 萬 | 2.14% | −11,147−3.2% | 減碼 |
| Bank of America Corp | 334,990 | $1,810 萬 | 0.00% | +78,726+30.7% | 加碼 |
| Goldman Sachs Group Inc | 327,799 | $1,771 萬 | 0.00% | −467,582−58.8% | 減碼 |
| Stieven Capital Advisors, L.P. | 324,033 | $1,751 萬 | 3.64% | +41,400+14.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 313,414 | $1,694 萬 | 0.02% | −32,683−9.4% | 減碼 |
| Norges Bank | 308,611 | $1,668 萬 | 0.00% | −86,497−21.9% | 減碼 |
| Invesco Ltd. | 296,750 | $1,604 萬 | 0.00% | +19,704+7.1% | 加碼 |
| TCW Group Inc | 290,500 | $1,570 萬 | 0.16% | 00.0% | 不變 |
| JPMorgan Chase & Co | 286,139 | $1,546 萬 | 0.00% | +174,620+156.6% | 加碼 |
| Ategra Capital Management, LLC | 285,283 | $1,542 萬 | 7.08% | −187−0.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 270,072 | $1,459 萬 | 0.85% | 00.0% | 不變 |
| Principal Financial Group Inc | 263,499 | $1,424 萬 | 0.01% | −4,737−1.8% | 減碼 |
| Lazard Asset Management LLC | 260,100 | $1,406 萬 | 0.02% | +14,953+6.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 227,540 | $1,230 萬 | 0.01% | +40,127+21.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 207,891 | $1,123 萬 | 0.02% | +102,205+96.7% | 加碼 |
| First Eagle Investment Management, LLC | 187,572 | $1,014 萬 | 0.02% | +12,650+7.2% | 加碼 |
| AQR Capital Management LLC | 177,436 | $958.9 萬 | 0.02% | +143,935+429.6% | 加碼 |
| Millennium Management LLC | 176,667 | $954.7 萬 | 0.01% | −226,210−56.1% | 減碼 |
| Franklin Resources Inc | 174,075 | $940.7 萬 | 0.00% | +146,709+536.1% | 加碼 |
| Prudential Financial Inc | 173,413 | $937.1 萬 | 0.01% | +24,161+16.2% | 加碼 |
| Algert Global LLC | 166,904 | $901.9 萬 | 0.35% | +87,323+109.7% | 加碼 |
| Rhumbline Advisers | 166,639 | $900.5 萬 | 0.01% | −2,512−1.5% | 減碼 |
| Citigroup Inc | 165,694 | $895.4 萬 | 0.01% | −23,015−12.2% | 減碼 |
| Brandywine Global Investment Management, LLC | 163,876 | $885.6 萬 | 0.06% | −1,230−0.7% | 減碼 |
| Victory Capital Management Inc | 163,780 | $885.1 萬 | 0.01% | −3,112−1.9% | 減碼 |
| Lord, Abbett & Co. LLC | 163,586 | $884.0 萬 | 0.03% | −24,767−13.1% | 減碼 |
| Orchard Capital Managment, LLC | 157,540 | $851.3 萬 | 2.50% | −155,773−49.7% | 減碼 |
| Rafferty Asset Management, LLC | 156,878 | $847.8 萬 | 0.03% | −5,926−3.6% | 減碼 |
| Barclays PLC | 154,012 | $832.3 萬 | 0.00% | −149,600−49.3% | 減碼 |
| M&G Plc | 152,762 | $824.9 萬 | 0.05% | +152,762 | 新進 |
| State of Wisconsin Investment Board | 151,041 | $816.2 萬 | 0.02% | −10,131−6.3% | 減碼 |
| Epoch Investment Partners, Inc. | 144,877 | $782.9 萬 | 0.03% | +144,877 | 新進 |
| Legal & General Group Plc | 144,870 | $782.9 萬 | 0.00% | −1,454−1.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 144,152 | $779.0 萬 | 0.09% | −225,607−61.0% | 減碼 |
| Royce & Associates LP | 139,315 | $752.9 萬 | 0.07% | +4,672+3.5% | 加碼 |
| S&T Bank | 138,058 | $746.1 萬 | 1.43% | −17,085−11.0% | 減碼 |
| Scout Investments, Inc. | 138,059 | $723.8 萬 | 0.18% | −8,790−6.0% | 減碼 |
| Eagle Asset Management Inc | 134,895 | $707.3 萬 | 0.04% | −1,933−1.4% | 減碼 |
| Two Sigma Investments, LP | 128,220 | $692.9 萬 | 0.02% | +83,175+184.6% | 加碼 |
| Royal Bank of Canada | 118,696 | $641.5 萬 | 0.00% | −17,444−12.8% | 減碼 |
| Bridgeway Capital Management, LLC | 110,400 | $596.6 萬 | 0.12% | 00.0% | 不變 |
| Swiss National Bank | 108,200 | $584.7 萬 | 0.00% | −2,300−2.1% | 減碼 |
| Public Sector Pension Investment Board | 103,803 | $561.0 萬 | 0.04% | −2,820−2.6% | 減碼 |
| Kestrel Investment Management Corp | 98,450 | $532.0 萬 | 3.55% | −800−0.8% | 減碼 |
| Ci Investments Inc. | 88,480 | $478.1 萬 | 0.02% | +6,700+8.2% | 加碼 |
| Raymond James & Associates | 88,301 | $477.2 萬 | 0.00% | +6,362+7.8% | 加碼 |
| Kennedy Capital Management, Inc. | 74,629 | $403.3 萬 | 0.08% | −36,851−33.1% | 減碼 |
| Alliancebernstein L.P. | 72,354 | $391.0 萬 | 0.00% | −5,746−7.4% | 減碼 |
| Edgestream Partners, L.P. | 70,915 | $383.2 萬 | 0.19% | +32,098+82.7% | 加碼 |
| Guggenheim Capital LLC | 65,286 | $352.8 萬 | 0.03% | −7,326−10.1% | 減碼 |
| Credit Suisse AG | 60,333 | $326.0 萬 | 0.00% | −1,419−2.3% | 減碼 |
| UBS Group AG | 58,705 | $317.2 萬 | 0.00% | −7,519−11.4% | 減碼 |
| First Trust Advisors LP | 56,556 | $305.6 萬 | 0.00% | −14,074−19.9% | 減碼 |
| Janus Henderson Group PLC | 55,640 | $300.7 萬 | 0.00% | +31,464+130.1% | 加碼 |
| California State Teachers Retirement System | 54,831 | $296.3 萬 | 0.00% | −4,313−7.3% | 減碼 |
| CCG Wealth Management, LLC | 54,211 | $293.0 萬 | 1.77% | +44,200+441.5% | 加碼 |
| EJF Capital LLC | 52,393 | $283.1 萬 | 1.97% | −43,651−45.4% | 減碼 |
| Great West Life Assurance Co | 50,460 | $272.7 萬 | 0.01% | +8,322+19.7% | 加碼 |
| SEI Investments Co | 49,233 | $266.0 萬 | 0.00% | +4,370+9.7% | 加碼 |
| Redwood Investments, LLC | 49,645 | $264.3 萬 | 0.77% | −24,577−33.1% | 減碼 |
| Gratus Capital LLC | 48,393 | $261.5 萬 | 0.12% | −200−0.4% | 減碼 |
| Thrivent Financial for Lutherans | 48,311 | $261.1 萬 | 0.01% | −25,494−34.5% | 減碼 |
| UBS Asset Management Americas Inc | 47,293 | $255.6 萬 | 0.00% | −2,262−4.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 45,960 | $248.4 萬 | 0.00% | +12,560+37.6% | 加碼 |
| Bank of Montreal | 45,068 | $244.7 萬 | 0.00% | −7,894−14.9% | 減碼 |
| Texas Permanent School Fund | 44,320 | $239.5 萬 | 0.02% | −66−0.1% | 減碼 |
| Connors Investor Services Inc | 43,383 | $234.4 萬 | 0.25% | −3,062−6.6% | 減碼 |
| Globeflex Capital L P | 42,191 | $228.0 萬 | 0.22% | +42,191 | 新進 |
| Quantedge Capital Pte Ltd | 40,800 | $220.5 萬 | 0.93% | +40,800 | 新進 |
| New York State Teachers Retirement System | 38,046 | $205.6 萬 | 0.00% | −100−0.3% | 減碼 |
| Susquehanna International Group, LLP | 36,711 | $198.4 萬 | 0.00% | −25,267−40.8% | 減碼 |
| Formula Growth Ltd | 35,624 | $192.5 萬 | 0.62% | 00.0% | 不變 |
| Wells Fargo & Company | 34,869 | $188.4 萬 | 0.00% | +15,027+75.7% | 加碼 |
| Deutsche Bank AG | 34,297 | $185.3 萬 | 0.00% | −10,418−23.3% | 減碼 |