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 3 季 13F 持有人
Axos Financial, Inc. 在 2024/9/30 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
- 335
- 較 2024 年第 2 季 +19 家
- 持有股數
- 4,779 萬
- 較 2024 年第 2 季 +728.5 萬 (+18.0%)
- 總市值
- $30.1 億
- 較 2024 年第 2 季 +$6.91 億 (+29.9%)
- 新進機構
- 57
- 另有 108 家加碼
- 清倉機構
- 38
- 另有 116 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pembroke Management, LTD | 239,910 | $1,509 萬 | 1.92% | −68,989−22.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 243,749 | $1,533 萬 | 0.02% | −95,299−28.1% | 減碼 |
| Two Sigma Investments, LP | 254,709 | $1,602 萬 | 0.04% | −90,086−26.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 258,937 | $1,628 萬 | 0.84% | 00.0% | 不變 |
| JPMorgan Chase & Co | 281,658 | $1,771 萬 | 0.00% | +32,095+12.9% | 加碼 |
| Stieven Capital Advisors, L.P. | 285,333 | $1,794 萬 | 3.39% | −43,100−13.1% | 減碼 |
| Millennium Management LLC | 315,291 | $1,983 萬 | 0.02% | −51,960−14.1% | 減碼 |
| Principal Financial Group Inc | 320,717 | $2,017 萬 | 0.01% | +70,017+27.9% | 加碼 |
| Bragg Financial Advisors, Inc | 396,336 | $2,492 萬 | 1.03% | +1,686+0.4% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 422,460 | $2,656 萬 | 1.38% | +40,184+10.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 426,743 | $2,683 萬 | 0.02% | −15,604−3.5% | 減碼 |
| Shaker Investments LLC | 439,653 | $2,765 萬 | 11.52% | −20,347−4.4% | 減碼 |
| Invesco Ltd. | 453,031 | $2,849 萬 | 0.01% | +162,598+56.0% | 加碼 |
| Loomis Sayles & Co L P | 453,425 | $2,851 萬 | 0.04% | +39,091+9.4% | 加碼 |
| Bank of New York Mellon Corp | 453,998 | $2,855 萬 | 0.01% | −46,485−9.3% | 減碼 |
| Voloridge Investment Management, LLC | 469,471 | $2,952 萬 | 0.11% | +3,054+0.7% | 加碼 |
| Emerald Advisers, LLC | 505,544 | $3,179 萬 | 1.23% | +63,458+14.4% | 加碼 |
| Jarislowsky, Fraser Ltd | 614,338 | $3,863 萬 | 0.22% | −19,703−3.1% | 減碼 |
| Ameriprise Financial Inc | 623,308 | $3,919 萬 | 0.01% | +79,600+14.6% | 加碼 |
| Goldman Sachs Group Inc | 628,317 | $3,951 萬 | 0.01% | +1,926+0.3% | 加碼 |
| Charles Schwab Investment Management Inc | 672,842 | $4,231 萬 | 0.01% | −8,545−1.3% | 減碼 |
| Morgan Stanley | 694,594 | $4,368 萬 | 0.00% | +20,300+3.0% | 加碼 |
| Geneva Capital Management LLC | 708,520 | $4,455 萬 | 0.74% | +1,976+0.3% | 加碼 |
| Northern Trust Corp | 709,630 | $4,462 萬 | 0.01% | +6,837+1.0% | 加碼 |
| Nuveen Asset Management, LLC | 714,846 | $4,495 萬 | 0.01% | −138,196−16.2% | 減碼 |
| FMR LLC | 762,429 | $4,794 萬 | 0.00% | −64,629−7.8% | 減碼 |
| Wellington Management Group LLP | 805,808 | $5,067 萬 | 0.01% | +40.0% | 加碼 |
| Wasatch Advisors Inc | 1,154,737 | $7,261 萬 | 0.36% | +292,952+34.0% | 加碼 |
| Geode Capital Management, LLC | 1,444,756 | $9,086 萬 | 0.01% | +91,797+6.8% | 加碼 |
| Davis Asset Management, L.P. | 1,500,000 | $9,432 萬 | 3.77% | 00.0% | 不變 |
| American Century Companies Inc | 1,710,827 | $1.08 億 | 0.06% | +161,079+10.4% | 加碼 |
| Dimensional Fund Advisors LP | 2,619,567 | $1.65 億 | 0.04% | −33,800−1.3% | 減碼 |
| State Street Corp | 3,178,708 | $2.00 億 | 0.01% | +164,997+5.5% | 加碼 |
| Vanguard Group Inc | 6,079,907 | $3.82 億 | 0.01% | +513,945+9.2% | 加碼 |
| BlackRock, Inc. | 8,352,591 | $5.25 億 | 0.01% | +8,352,591 | 新進 |
| M&G Plc | 0 | $0 | 0.00% | −171,740−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −104,669−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −57,353−100.0% | 清倉 |
| Globeflex Capital L P | 0 | $0 | 0.00% | −42,191−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −36,200−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −28,675−100.0% | 清倉 |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −25,539−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −20,178−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −19,053−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −18,405−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,998−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,697−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,860−100.0% | 清倉 |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −9,779−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −9,153−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,030−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,348−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,188−100.0% | 清倉 |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −5,779−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −5,178−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,172−100.0% | 清倉 |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −5,020−100.0% | 清倉 |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −4,745−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,562−100.0% | 清倉 |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −4,135−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,144−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −2,894−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,030−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −473−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −189−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −81−100.0% | 清倉 |
| Main Street Group, LTD | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Sachetta, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Gratus Capital LLC | – | – | – | – | 本季未申報 |