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。
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 | 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 |
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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 6,488 | $35.1 萬 | 0.00% | +6,488 | 新進 |
| Pictet Asset Management Holding SA | 6,477 | $35.0 萬 | 0.00% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 6,360 | $34.4 萬 | 0.04% | +10+0.2% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 6,354 | $34.3 萬 | 0.09% | +4,697+283.5% | 加碼 |
| Savant Capital, LLC | 6,261 | $33.8 萬 | 0.00% | +6,261 | 新進 |
| James Investment Research Inc | 6,174 | $33.4 萬 | 0.04% | +30.0% | 加碼 |
| HSBC Holdings PLC | 6,070 | $32.8 萬 | 0.00% | −26,738−81.5% | 減碼 |
| Argent Capital Management LLC | 5,999 | $32.4 萬 | 0.01% | +567+10.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 5,849 | $31.6 萬 | 0.02% | +5,849 | 新進 |
| Profund Advisors LLC | 5,817 | $31.4 萬 | 0.01% | −750−11.4% | 減碼 |
| SG Americas Securities, LLC | 5,800 | $31.3 萬 | 0.00% | +1,142+24.5% | 加碼 |
| Advisor Group Holdings, Inc. | 5,783 | $31.3 萬 | 0.00% | −1,107−16.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,653 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 5,576 | $30.1 萬 | 0.11% | −803−12.6% | 減碼 |
| Cim Investment Mangement Inc | 5,465 | $29.5 萬 | 0.09% | 00.0% | 不變 |
| Foundry Partners, LLC | 5,463 | $29.5 萬 | 0.02% | −913−14.3% | 減碼 |
| Xponance, Inc. | 5,420 | $29.3 萬 | 0.00% | −166−3.0% | 減碼 |
| Lido Advisors, LLC | 5,396 | $29.2 萬 | 0.00% | +518+10.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,311 | $28.7 萬 | 0.00% | −7−0.1% | 減碼 |
| Diametric Capital, LP | 5,308 | $28.7 萬 | 0.16% | +5,308 | 新進 |
| Cetera Trust Company, N.A | 5,265 | $28.5 萬 | 0.17% | −300−5.4% | 減碼 |
| Mercer Global Advisors Inc | 5,025 | $27.2 萬 | 0.00% | +5,025 | 新進 |
| Mission Creek Capital Partners, Inc. | 5,031 | $27.2 萬 | 0.07% | −2,035−28.8% | 減碼 |
| Alpha Cubed Investments, LLC | 5,020 | $27.1 萬 | 0.01% | +5,020 | 新進 |
| Bayview Asset Management, LLC | 5,000 | $27.0 萬 | 0.11% | −10,000−66.7% | 減碼 |
| CWM, LLC | 4,939 | $26.7 萬 | 0.00% | +835+20.3% | 加碼 |
| Carmel Capital Partners, LLC | 4,801 | $25.9 萬 | 0.11% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 4,768 | $25.8 萬 | 0.20% | +4,768 | 新進 |
| Choate Investment Advisors | 4,759 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Aigen Investment Management, LP | 4,675 | $25.3 萬 | 0.06% | +4,675 | 新進 |
| CIBC Private Wealth Group, LLC | 4,725 | $24.8 萬 | 0.00% | +4,725 | 新進 |
| First Hawaiian Bank | 4,555 | $24.6 萬 | 0.01% | −8,460−65.0% | 減碼 |
| Marshall Wace, LLP | 4,500 | $24.3 萬 | 0.00% | +4,500 | 新進 |
| Vestcor Inc | 4,405 | $23.8 萬 | 0.01% | 00.0% | 不變 |
| Legato Capital Management LLC | 4,363 | $23.6 萬 | 0.03% | −182−4.0% | 減碼 |
| Mutual Advisors, LLC | 4,356 | $23.5 萬 | 0.01% | 00.0% | 不變 |
| Walleye Capital LLC | 4,200 | $22.7 萬 | 0.00% | −10,971−72.3% | 減碼 |
| Walleye Trading LLC | 4,150 | $22.4 萬 | 0.00% | −54,479−92.9% | 減碼 |
| Bourgeon Capital Management LLC | 4,000 | $21.6 萬 | 0.04% | 00.0% | 不變 |
| Raymond James Trust N.A. | 3,958 | $21.4 萬 | 0.01% | +202+5.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,941 | $21.3 萬 | 0.00% | +55+1.4% | 加碼 |
| Brevan Howard Capital Management LP | 3,935 | $21.3 萬 | 0.02% | +3,935 | 新進 |
| Two Sigma Advisers, LP | 3,916 | $21.2 萬 | 0.00% | −4,100−51.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,501 | $18.9 萬 | 0.00% | +739+26.8% | 加碼 |
| Metropolitan Life Insurance Co | 2,879 | $15.6 萬 | 0.01% | −264−8.4% | 減碼 |
| National Bank of Canada | 2,443 | $14.7 萬 | 0.00% | −350−12.5% | 減碼 |
| Palouse Capital Management, Inc. | 2,704 | $14.6 萬 | 0.10% | +2,704 | 新進 |
| Covestor Ltd | 2,684 | $14.5 萬 | 0.09% | +781+41.0% | 加碼 |
| Huntington National Bank | 2,469 | $13.3 萬 | 0.00% | +219+9.7% | 加碼 |
| State of Wyoming | 2,011 | $10.9 萬 | 0.02% | +722+56.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,788 | $9.66 萬 | 0.00% | −3,144−63.7% | 減碼 |
| Quest Partners LLC | 1,375 | $7.43 萬 | 0.01% | −455−24.9% | 減碼 |
| Quarry LP | 1,362 | $7.36 萬 | 0.03% | +531+63.9% | 加碼 |
| Cutler Group LP | 1,351 | $7.30 萬 | 0.04% | +1,351 | 新進 |
| US Bancorp | 1,321 | $7.14 萬 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,305 | $7.05 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 1,257 | $6.80 萬 | 0.00% | −308−19.7% | 減碼 |
| Advisors Asset Management, Inc. | 901 | $4.87 萬 | 0.00% | +496+122.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 821 | $4.44 萬 | 0.00% | +11+1.4% | 加碼 |
| FinTrust Capital Advisors, LLC | 815 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| nVerses Capital, LLC | 800 | $4.32 萬 | 0.10% | – | – |
| Clearstead Advisors, LLC | 680 | $4.15 萬 | 0.00% | −5,346−88.7% | 減碼 |
| STRS Ohio | 700 | $3.70 萬 | 0.00% | −900−56.3% | 減碼 |
| Public Employees Retirement System of Ohio | 651 | $3.52 萬 | 0.00% | +12+1.9% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 531 | $2.87 萬 | 0.01% | +531 | 新進 |
| GAMMA Investing LLC | 519 | $2.80 萬 | 0.01% | −367−41.4% | 減碼 |
| Investment Research & Advisory Group, Inc. | 504 | $2.72 萬 | 0.01% | +504 | 新進 |
| EntryPoint Capital, LLC | 495 | $2.67 萬 | 0.02% | +441+816.7% | 加碼 |
| Parkside Financial Bank & Trust | 412 | $2.23 萬 | 0.00% | +100+32.1% | 加碼 |
| PrairieView Partners, LLC | 400 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 365 | $1.97 萬 | 0.01% | −105−22.3% | 減碼 |
| Parallel Advisors, LLC | 351 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 310 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 309 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 300 | $1.62 萬 | 0.00% | −39−11.5% | 減碼 |
| Catalyst Funds Management Pty Ltd | 300 | $1.62 萬 | 0.00% | +300 | 新進 |
| Armstrong Advisory Group, Inc | 292 | $1.59 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 265 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 204 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 182 | $1.05 萬 | 0.00% | +153+527.6% | 加碼 |
| Signaturefd, LLC | 192 | $1.04 萬 | 0.00% | +32+20.0% | 加碼 |
| SRS Capital Advisors, Inc. | 174 | $9,403 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $8,700 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 145 | $7,836 | 0.01% | +145 | 新進 |
| Federated Hermes, Inc. | 140 | $7,566 | 0.00% | +140 | 新進 |
| Bokf, NA | 124 | $6,501 | 0.00% | −100−44.6% | 減碼 |
| Main Street Group, LTD | 111 | $5,820 | 0.00% | 00.0% | 不變 |
| Chelsea Counsel Co | 100 | $5,404 | 0.00% | +100 | 新進 |
| IFP Advisors, Inc | 96 | $5,188 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 80 | $4,323 | 0.00% | +74+1,233.3% | 加碼 |
| Lindbrook Capital, LLC | 79 | $4,269 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 75 | $4,053 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 74 | $4,040 | 0.00% | +74 | 新進 |
| JFS Wealth Advisors, LLC | 60 | $3,243 | 0.00% | 00.0% | 不變 |
| Scarborough Advisors, LLC | 50 | $2,702 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 41 | $2,150 | 0.00% | −5−10.9% | 減碼 |
| Harbor Investment Advisory, LLC | 39 | $2,108 | 0.00% | +39 | 新進 |
| Farmers & Merchants Investments Inc | 37 | $1,999 | 0.00% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 34 | $1,837 | 0.00% | −34−50.0% | 減碼 |
| Principal Securities, Inc. | 25 | $1,351 | 0.00% | 00.0% | 不變 |