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。
2024 年第 2 季 13F 持有人
Axos Financial, Inc. 在 2024/6/30 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
- 318
- 較 2024 年第 1 季 +11 家
- 持有股數
- 4,916 萬
- 較 2024 年第 1 季 −149.8 萬 (−3.0%)
- 總市值
- $28.1 億
- 較 2024 年第 1 季 +$7,393 萬 (+2.7%)
- 新進機構
- 48
- 另有 96 家加碼
- 清倉機構
- 37
- 另有 128 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 | $47.3 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,193,599 | $4.68 億 | 0.01% | −71,814−0.9% | 減碼 |
| Vanguard Group Inc | 5,565,962 | $3.18 億 | 0.01% | −304,609−5.2% | 減碼 |
| State Street Corp | 3,013,711 | $1.72 億 | 0.01% | −312,906−9.4% | 減碼 |
| Dimensional Fund Advisors LP | 2,653,367 | $1.52 億 | 0.04% | −31,867−1.2% | 減碼 |
| American Century Companies Inc | 1,549,748 | $8,857 萬 | 0.05% | +321,494+26.2% | 加碼 |
| Davis Asset Management, L.P. | 1,500,000 | $8,573 萬 | 3.85% | 00.0% | 不變 |
| Citadel Advisors LLC | 1,381,902 | $7,898 萬 | 0.08% | +19,940+1.5% | 加碼 |
| Geode Capital Management, LLC | 1,352,959 | $7,733 萬 | 0.01% | +79,231+6.2% | 加碼 |
| Wasatch Advisors Inc | 861,785 | $4,925 萬 | 0.26% | −178,237−17.1% | 減碼 |
| Nuveen Asset Management, LLC | 853,042 | $4,875 萬 | 0.01% | −5,892−0.7% | 減碼 |
| FMR LLC | 827,058 | $4,727 萬 | 0.00% | −246,237−22.9% | 減碼 |
| Wellington Management Group LLP | 805,804 | $4,605 萬 | 0.01% | +83,158+11.5% | 加碼 |
| Geneva Capital Management LLC | 706,544 | $4,038 萬 | 0.74% | −17,416−2.4% | 減碼 |
| Northern Trust Corp | 702,793 | $4,016 萬 | 0.01% | −11,422−1.6% | 減碼 |
| Charles Schwab Investment Management Inc | 681,387 | $3,894 萬 | 0.01% | −1,879−0.3% | 減碼 |
| Morgan Stanley | 674,294 | $3,854 萬 | 0.00% | −1,379,347−67.2% | 減碼 |
| Jarislowsky, Fraser Ltd | 634,041 | $3,624 萬 | 0.22% | −17,794−2.7% | 減碼 |
| Goldman Sachs Group Inc | 626,391 | $3,580 萬 | 0.01% | +298,592+91.1% | 加碼 |
| Ameriprise Financial Inc | 543,708 | $3,107 萬 | 0.01% | −44,661−7.6% | 減碼 |
| Bank of New York Mellon Corp | 500,483 | $2,860 萬 | 0.01% | −10,509−2.1% | 減碼 |
| JPMorgan Chase & Co | 499,126 | $2,853 萬 | 0.00% | −73,152−12.8% | 減碼 |
| Voloridge Investment Management, LLC | 466,417 | $2,666 萬 | 0.10% | +24,639+5.6% | 加碼 |
| Shaker Investments LLC | 460,000 | $2,629 萬 | 11.43% | −6,277−1.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 442,347 | $2,528 萬 | 0.02% | +214,807+94.4% | 加碼 |
| Emerald Advisers, LLC | 442,086 | $2,527 萬 | 1.06% | −15,338−3.4% | 減碼 |
| Loomis Sayles & Co L P | 414,334 | $2,368 萬 | 0.03% | −49,581−10.7% | 減碼 |
| Bragg Financial Advisors, Inc | 394,650 | $2,255 萬 | 1.01% | +36,122+10.1% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 382,276 | $2,185 萬 | 1.14% | +33,366+9.6% | 加碼 |
| Millennium Management LLC | 367,251 | $2,099 萬 | 0.02% | +190,584+107.9% | 加碼 |
| Two Sigma Investments, LP | 344,795 | $1,971 萬 | 0.05% | +216,575+168.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 339,048 | $1,938 萬 | 0.03% | +25,634+8.2% | 加碼 |
| Rice Hall James & Associates, LLC | 333,887 | $1,908 萬 | 1.14% | −54,369−14.0% | 減碼 |
| Stieven Capital Advisors, L.P. | 328,433 | $1,877 萬 | 4.16% | +4,400+1.4% | 加碼 |
| Lord, Abbett & Co. LLC | 315,080 | $1,801 萬 | 0.03% | −12,092−3.7% | 減碼 |
| Pembroke Management, LTD | 308,899 | $1,765 萬 | 2.37% | −26,901−8.0% | 減碼 |
| Lazard Asset Management LLC | 297,620 | $1,701 萬 | 0.02% | +37,520+14.4% | 加碼 |
| Invesco Ltd. | 290,433 | $1,660 萬 | 0.00% | −6,317−2.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 258,937 | $1,480 萬 | 0.96% | −11,135−4.1% | 減碼 |
| Principal Financial Group Inc | 250,700 | $1,433 萬 | 0.01% | −12,799−4.9% | 減碼 |
| Ategra Capital Management, LLC | 246,237 | $1,407 萬 | 12.06% | −39,046−13.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 239,781 | $1,370 萬 | 0.02% | +31,890+15.3% | 加碼 |
| TCW Group Inc | 216,100 | $1,235 萬 | 0.11% | −74,400−25.6% | 減碼 |
| First Eagle Investment Management, LLC | 213,572 | $1,221 萬 | 0.03% | +26,000+13.9% | 加碼 |
| Bank of America Corp | 188,342 | $1,076 萬 | 0.00% | −146,648−43.8% | 減碼 |
| Algert Global LLC | 183,352 | $1,048 萬 | 0.35% | +16,448+9.9% | 加碼 |
| Franklin Resources Inc | 174,227 | $995.7 萬 | 0.00% | +152+0.1% | 加碼 |
| M&G Plc | 171,740 | $978.9 萬 | 0.04% | +18,978+12.4% | 加碼 |
| Rhumbline Advisers | 167,534 | $957.5 萬 | 0.01% | +895+0.5% | 加碼 |
| Gator Capital Management, LLC | 157,180 | $898.3 萬 | 4.56% | +157,180 | 新進 |
| Rafferty Asset Management, LLC | 156,663 | $895.3 萬 | 0.03% | −215−0.1% | 減碼 |
| Brandywine Global Investment Management, LLC | 156,341 | $893.5 萬 | 0.07% | −7,535−4.6% | 減碼 |
| Orchard Capital Managment, LLC | 155,519 | $888.8 萬 | 2.68% | −2,021−1.3% | 減碼 |
| Prudential Financial Inc | 154,835 | $884.9 萬 | 0.01% | −18,578−10.7% | 減碼 |
| Citigroup Inc | 146,479 | $837.1 萬 | 0.01% | −19,215−11.6% | 減碼 |
| Legal & General Group Plc | 143,005 | $817.3 萬 | 0.00% | −1,865−1.3% | 減碼 |
| State of Wisconsin Investment Board | 141,858 | $810.7 萬 | 0.02% | −9,183−6.1% | 減碼 |
| Royce & Associates LP | 128,210 | $732.7 萬 | 0.07% | −11,105−8.0% | 減碼 |
| UBS Group AG | 127,288 | $727.5 萬 | 0.00% | +68,583+116.8% | 加碼 |
| Scout Investments, Inc. | 126,023 | $720.2 萬 | 0.19% | −12,036−8.7% | 減碼 |
| AQR Capital Management LLC | 121,804 | $696.1 萬 | 0.01% | −55,632−31.4% | 減碼 |
| Royal Bank of Canada | 119,510 | $683.0 萬 | 0.00% | +814+0.7% | 加碼 |
| Public Sector Pension Investment Board | 111,569 | $637.6 萬 | 0.04% | +7,766+7.5% | 加碼 |
| Bridgeway Capital Management, LLC | 110,600 | $632.1 萬 | 0.15% | +200+0.2% | 加碼 |
| Barclays PLC | 107,628 | $615.1 萬 | 0.00% | −46,384−30.1% | 減碼 |
| Swiss National Bank | 106,300 | $607.5 萬 | 0.00% | −1,900−1.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 104,669 | $598.2 萬 | 0.11% | +104,669 | 新進 |
| UBS Asset Management Americas Inc | 101,102 | $577.8 萬 | 0.00% | +53,809+113.8% | 加碼 |
| Victory Capital Management Inc | 100,219 | $572.8 萬 | 0.01% | −63,561−38.8% | 減碼 |
| Kestrel Investment Management Corp | 98,450 | $562.6 萬 | 3.73% | 00.0% | 不變 |
| S&T Bank | 94,248 | $538.6 萬 | 1.37% | −43,810−31.7% | 減碼 |
| Ci Investments Inc. | 89,780 | $513.1 萬 | 0.02% | +1,300+1.5% | 加碼 |
| Renaissance Technologies LLC | 88,837 | $507.7 萬 | 0.01% | +88,837 | 新進 |
| Susquehanna International Group, LLP | 87,132 | $498.0 萬 | 0.01% | +50,421+137.3% | 加碼 |
| Raymond James & Associates | 84,806 | $484.7 萬 | 0.00% | −3,495−4.0% | 減碼 |
| Thrivent Financial for Lutherans | 80,965 | $462.7 萬 | 0.01% | +32,654+67.6% | 加碼 |
| Jane Street Group, LLC | 79,998 | $457.2 萬 | 0.00% | +68,974+625.7% | 加碼 |
| Capital Fund Management S.A. | 76,664 | $438.1 萬 | 0.05% | +43,820+133.4% | 加碼 |
| Alliancebernstein L.P. | 70,384 | $402.2 萬 | 0.00% | −1,970−2.7% | 減碼 |
| First Trust Advisors LP | 70,302 | $401.8 萬 | 0.00% | +13,746+24.3% | 加碼 |
| Trexquant Investment LP | 69,815 | $399.0 萬 | 0.06% | +69,815 | 新進 |
| Kennedy Capital Management, Inc. | 69,574 | $397.6 萬 | 0.08% | −5,055−6.8% | 減碼 |
| SEI Investments Co | 65,520 | $374.4 萬 | 0.01% | +16,287+33.1% | 加碼 |
| Two Sigma Advisers, LP | 65,116 | $372.1 萬 | 0.01% | +61,200+1,562.8% | 加碼 |
| Guggenheim Capital LLC | 64,650 | $369.5 萬 | 0.03% | −636−1.0% | 減碼 |
| Great West Life Assurance Co | 61,188 | $350.0 萬 | 0.01% | +10,728+21.3% | 加碼 |
| HRT Financial LP | 57,353 | $327.7 萬 | 0.02% | +57,353 | 新進 |
| CCG Wealth Management, LLC | 54,200 | $309.8 萬 | 1.75% | −110.0% | 減碼 |
| Edgestream Partners, L.P. | 53,702 | $306.9 萬 | 0.15% | −17,213−24.3% | 減碼 |
| Janus Henderson Group PLC | 52,879 | $302.3 萬 | 0.00% | −2,761−5.0% | 減碼 |
| California State Teachers Retirement System | 52,785 | $301.7 萬 | 0.00% | −2,046−3.7% | 減碼 |
| Gratus Capital LLC | 48,393 | $276.6 萬 | 0.11% | 00.0% | 不變 |
| Quantbot Technologies LP | 46,789 | $267.4 萬 | 0.13% | +14,365+44.3% | 加碼 |
| National Asset Management, Inc. | 44,392 | $253.7 萬 | 0.06% | −404−0.9% | 減碼 |
| Epoch Investment Partners, Inc. | 42,904 | $245.2 萬 | 0.01% | −101,973−70.4% | 減碼 |
| New York State Teachers Retirement System | 42,499 | $242.9 萬 | 0.01% | +4,453+11.7% | 加碼 |
| Globeflex Capital L P | 42,191 | $241.1 萬 | 0.25% | 00.0% | 不變 |
| Connors Investor Services Inc | 41,702 | $238.3 萬 | 0.25% | −1,681−3.9% | 減碼 |
| Bank of Montreal | 40,604 | $232.5 萬 | 0.00% | −4,464−9.9% | 減碼 |
| Wells Fargo & Company | 40,660 | $232.4 萬 | 0.00% | +5,791+16.6% | 加碼 |
| Axiom Advisory, LLC | 42,588 | $231.6 萬 | 0.03% | +42,588 | 新進 |