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 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 | 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 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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 6,860 | $43.4 萬 | 0.00% | −871−11.3% | 減碼 |
| Pictet Asset Management Holding SA | 6,795 | $42.7 萬 | 0.00% | −527−7.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 6,553 | $41.2 萬 | 0.00% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 6,548 | $41.2 萬 | 0.03% | −150−2.2% | 減碼 |
| Walleye Capital LLC | 6,439 | $40.5 萬 | 0.00% | −7,500−53.8% | 減碼 |
| Vontobel Holding Ltd. | 6,424 | $40.4 萬 | 0.00% | −441−6.4% | 減碼 |
| Waterloo Capital, L.P. | 6,360 | $40.0 萬 | 0.04% | 00.0% | 不變 |
| James Investment Research Inc | 6,173 | $38.8 萬 | 0.04% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 6,045 | $38.0 萬 | 0.07% | +6,045 | 新進 |
| Savant Capital, LLC | 6,034 | $37.9 萬 | 0.00% | +35+0.6% | 加碼 |
| Profund Advisors LLC | 5,920 | $37.2 萬 | 0.01% | +1,010+20.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,864 | $36.9 萬 | 0.01% | −25,736−81.4% | 減碼 |
| Mariner, LLC | 5,858 | $36.8 萬 | 0.00% | +1,114+23.5% | 加碼 |
| Xponance, Inc. | 5,597 | $35.2 萬 | 0.00% | −926−14.2% | 減碼 |
| Alps Advisors Inc | 5,528 | $34.8 萬 | 0.00% | −1,283−18.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,463 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 5,345 | $33.4 萬 | 0.00% | +54+1.0% | 加碼 |
| Wesbanco Bank Inc | 5,300 | $33.3 萬 | 0.01% | +5,300 | 新進 |
| Quest Partners LLC | 5,291 | $33.3 萬 | 0.03% | −278−5.0% | 減碼 |
| Cetera Trust Company, N.A | 5,265 | $33.1 萬 | 0.20% | 00.0% | 不變 |
| Aigen Investment Management, LP | 5,155 | $32.4 萬 | 0.06% | +5,155 | 新進 |
| nVerses Capital, LLC | 5,100 | $32.1 萬 | 0.15% | +2,400+88.9% | 加碼 |
| AlphaMark Advisors, LLC | 5,091 | $32.0 萬 | 0.11% | −438−7.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,988 | $31.4 萬 | 0.00% | −19−0.4% | 減碼 |
| Choate Investment Advisors | 4,759 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,709 | $29.6 萬 | 0.00% | −238−4.8% | 減碼 |
| Carmel Capital Partners, LLC | 4,682 | $29.4 萬 | 0.11% | −119−2.5% | 減碼 |
| Commonwealth Equity Services, LLC | 4,642 | $29.2 萬 | 0.00% | −2,728−37.0% | 減碼 |
| Mission Creek Capital Partners, Inc. | 4,631 | $29.1 萬 | 0.07% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 4,625 | $29.1 萬 | 0.00% | −100−2.1% | 減碼 |
| Cambria Investment Management, L.P. | 4,524 | $28.4 萬 | 0.02% | +4,524 | 新進 |
| Marshall Wace, LLP | 4,503 | $28.3 萬 | 0.00% | +4,503 | 新進 |
| Cim Investment Mangement Inc | 4,416 | $27.8 萬 | 0.08% | 00.0% | 不變 |
| Vestcor Inc | 4,405 | $27.7 萬 | 0.01% | 00.0% | 不變 |
| Virtu Financial LLC | 4,413 | $27.7 萬 | 0.02% | +4,413 | 新進 |
| Csenge Advisory Group | 4,081 | $26.2 萬 | 0.01% | +4,081 | 新進 |
| Pathstone Holdings, LLC | 4,161 | $26.2 萬 | 0.00% | +418+11.2% | 加碼 |
| Mutual Advisors, LLC | 3,885 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 4,000 | $25.2 萬 | 0.05% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 3,897 | $24.5 萬 | 0.07% | −23,986−86.0% | 減碼 |
| Penserra Capital Management LLC | 3,857 | $24.2 萬 | 0.01% | +3,857 | 新進 |
| Crossmark Global Holdings, Inc. | 3,836 | $24.1 萬 | 0.00% | +162+4.4% | 加碼 |
| Versor Investments LP | 3,800 | $23.9 萬 | 0.04% | −5,000−56.8% | 減碼 |
| Cresset Asset Management, LLC | 3,793 | $23.9 萬 | 0.00% | +3,793 | 新進 |
| Atria Wealth Solutions, Inc. | 3,718 | $23.4 萬 | 0.00% | −935−20.1% | 減碼 |
| Raymond James Trust N.A. | 3,659 | $23.0 萬 | 0.01% | +3,659 | 新進 |
| TownSquare Capital, LLC | 3,643 | $22.9 萬 | 0.00% | +3,643 | 新進 |
| Earnest Partners LLC | 3,600 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| Mackenzie Financial Corp | 3,525 | $22.2 萬 | 0.00% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 3,521 | $22.1 萬 | 0.01% | +3,521 | 新進 |
| Graham Capital Management, L.P. | 3,379 | $21.2 萬 | 0.01% | −19,466−85.2% | 減碼 |
| MML Investors Services, LLC | 3,373 | $21.2 萬 | 0.00% | +3,373 | 新進 |
| CWM, LLC | 3,359 | $21.1 萬 | 0.00% | −1,849−35.5% | 減碼 |
| Twinbeech Capital LP | 3,307 | $20.8 萬 | 0.00% | +3,307 | 新進 |
| Corton Capital Inc. | 3,213 | $20.2 萬 | 0.10% | +3,213 | 新進 |
| Venturi Wealth Management, LLC | 3,000 | $18.9 萬 | 0.01% | +3,000 | 新進 |
| Huntington National Bank | 2,723 | $17.1 萬 | 0.00% | −254−8.5% | 減碼 |
| STRS Ohio | 2,700 | $17.0 萬 | 0.00% | +700+35.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,582 | $16.2 萬 | 0.00% | +100+4.0% | 加碼 |
| Palouse Capital Management, Inc. | 2,481 | $15.6 萬 | 0.10% | −44−1.7% | 減碼 |
| Simplex Trading, LLC | 2,480 | $15.5 萬 | 0.01% | +2,480 | 新進 |
| Point72 (DIFC) Ltd | 2,245 | $14.1 萬 | 0.01% | +2,245 | 新進 |
| National Bank of Canada | 2,186 | $13.7 萬 | 0.00% | −55−2.5% | 減碼 |
| Advisors Asset Management, Inc. | 1,961 | $12.3 萬 | 0.00% | +496+33.9% | 加碼 |
| Covestor Ltd | 1,832 | $11.5 萬 | 0.07% | −224−10.9% | 減碼 |
| KBC Group NV | 1,605 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 1,442 | $9.07 萬 | 0.01% | +131+10.0% | 加碼 |
| Oakworth Capital, Inc. | 1,305 | $8.21 萬 | 0.01% | 00.0% | 不變 |
| Acadian Asset Management LLC | 1,117 | $7.00 萬 | 0.00% | +1,117 | 新進 |
| US Bancorp | 1,029 | $6.47 萬 | 0.00% | +787+325.2% | 加碼 |
| GAMMA Investing LLC | 982 | $6.17 萬 | 0.01% | +308+45.7% | 加碼 |
| Oarsman Capital, Inc. | 831 | $5.23 萬 | 0.01% | +831 | 新進 |
| 1620 Investment Advisors, Inc. | 830 | $5.22 萬 | 0.04% | −25−2.9% | 減碼 |
| FinTrust Capital Advisors, LLC | 815 | $5.12 萬 | 0.01% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 810 | $5.09 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 675 | $4.24 萬 | 0.00% | +675 | 新進 |
| Ashton Thomas Securities, LLC | 653 | $4.11 萬 | 0.01% | +653 | 新進 |
| Farther Finance Advisors, LLC | 648 | $4.07 萬 | 0.00% | +582+881.8% | 加碼 |
| Clearstead Advisors, LLC | 642 | $4.04 萬 | 0.00% | −52−7.5% | 減碼 |
| TD Waterhouse Canada Inc. | 628 | $3.80 萬 | 0.00% | +563+866.2% | 加碼 |
| Public Employees Retirement System of Ohio | 577 | $3.63 萬 | 0.00% | −55−8.7% | 減碼 |
| Investment Research & Advisory Group, Inc. | 504 | $3.17 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 471 | $2.96 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 463 | $2.91 萬 | 0.01% | −999−68.3% | 減碼 |
| Kathleen S. Wright Associates Inc. | 426 | $2.68 萬 | 0.01% | +426 | 新進 |
| Parkside Financial Bank & Trust | 412 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 400 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 379 | $2.38 萬 | 0.00% | +29+8.3% | 加碼 |
| Parallel Advisors, LLC | 364 | $2.29 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 324 | $2.04 萬 | 0.00% | +16+5.2% | 加碼 |
| Nomura Asset Management Co Ltd | 310 | $1.95 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 296 | $1.86 萬 | 0.00% | −135−31.3% | 減碼 |
| Armstrong Advisory Group, Inc | 292 | $1.84 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 316 | $1.81 萬 | 0.00% | +284+887.5% | 加碼 |
| Smartleaf Asset Management LLC | 287 | $1.79 萬 | 0.00% | +125+77.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 252 | $1.58 萬 | 0.00% | +252 | 新進 |
| Global Retirement Partners, LLC | 245 | $1.54 萬 | 0.00% | +5+2.1% | 加碼 |
| Harbor Capital Advisors, Inc. | 209 | $1.30 萬 | 0.00% | +209 | 新進 |
| LGT Financial Advisors LLC | 204 | $1.28 萬 | 0.03% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 198 | $1.25 萬 | 0.00% | +39+24.5% | 加碼 |