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 4 季 13F 持有人
Axos Financial, Inc. 在 2024/12/31 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
- 356
- 較 2024 年第 3 季 +28 家
- 持有股數
- 4,728 萬
- 較 2024 年第 3 季 −21.3 萬 (−0.4%)
- 總市值
- $33.0 億
- 較 2024 年第 3 季 +$3.16 億 (+10.6%)
- 新進機構
- 58
- 另有 125 家加碼
- 清倉機構
- 30
- 另有 117 家減碼
另有 7 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,289,215 | $5.79 億 | 0.01% | −63,376−0.8% | 減碼 |
| Vanguard Group Inc | 6,129,602 | $4.28 億 | 0.01% | +49,695+0.8% | 加碼 |
| State Street Corp | 3,327,720 | $2.32 億 | 0.01% | +149,012+4.7% | 加碼 |
| Dimensional Fund Advisors LP | 2,579,398 | $1.80 億 | 0.04% | −40,169−1.5% | 減碼 |
| American Century Companies Inc | 1,874,779 | $1.31 億 | 0.08% | +163,952+9.6% | 加碼 |
| Geode Capital Management, LLC | 1,488,259 | $1.04 億 | 0.01% | +43,503+3.0% | 加碼 |
| Davis Asset Management, L.P. | 1,457,219 | $1.02 億 | 4.15% | −42,781−2.9% | 減碼 |
| Wasatch Advisors Inc | 1,057,576 | $7,387 萬 | 0.37% | −97,161−8.4% | 減碼 |
| Northern Trust Corp | 742,837 | $5,189 萬 | 0.01% | +33,207+4.7% | 加碼 |
| Morgan Stanley | 704,632 | $4,922 萬 | 0.00% | +10,038+1.4% | 加碼 |
| Geneva Capital Management LLC | 699,900 | $4,889 萬 | 0.85% | −8,620−1.2% | 減碼 |
| Goldman Sachs Group Inc | 677,687 | $4,734 萬 | 0.01% | +49,370+7.9% | 加碼 |
| Ameriprise Financial Inc | 677,546 | $4,733 萬 | 0.01% | +54,238+8.7% | 加碼 |
| Charles Schwab Investment Management Inc | 671,123 | $4,688 萬 | 0.01% | −1,719−0.3% | 減碼 |
| Wellington Management Group LLP | 641,251 | $4,479 萬 | 0.01% | −164,557−20.4% | 減碼 |
| Nuveen Asset Management, LLC | 618,545 | $4,321 萬 | 0.01% | −96,301−13.5% | 減碼 |
| FMR LLC | 496,419 | $3,467 萬 | 0.00% | −266,010−34.9% | 減碼 |
| Invesco Ltd. | 484,561 | $3,385 萬 | 0.01% | +31,530+7.0% | 加碼 |
| Emerald Advisers, LLC | 479,120 | $3,347 萬 | 1.30% | −26,424−5.2% | 減碼 |
| Loomis Sayles & Co L P | 439,734 | $3,072 萬 | 0.04% | −13,691−3.0% | 減碼 |
| Boston Partners | 427,085 | $2,992 萬 | 0.04% | +427,085 | 新進 |
| Shaker Investments LLC | 426,031 | $2,976 萬 | 12.46% | −13,622−3.1% | 減碼 |
| Bank of New York Mellon Corp | 410,881 | $2,870 萬 | 0.01% | −43,117−9.5% | 減碼 |
| JPMorgan Chase & Co | 410,590 | $2,868 萬 | 0.00% | +128,932+45.8% | 加碼 |
| Jarislowsky, Fraser Ltd | 404,939 | $2,828 萬 | 0.17% | −209,399−34.1% | 減碼 |
| Bragg Financial Advisors, Inc | 398,364 | $2,783 萬 | 1.13% | +2,028+0.5% | 加碼 |
| Voloridge Investment Management, LLC | 383,655 | $2,680 萬 | 0.09% | −85,816−18.3% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 363,398 | $2,538 萬 | 1.54% | −59,062−14.0% | 減碼 |
| Principal Financial Group Inc | 337,918 | $2,360 萬 | 0.01% | +17,201+5.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 289,723 | $2,024 萬 | 0.02% | −137,020−32.1% | 減碼 |
| Pembroke Management, LTD | 258,290 | $1,804 萬 | 2.25% | +18,380+7.7% | 加碼 |
| Raymond James Financial Inc | 235,710 | $1,646 萬 | 0.01% | +235,710 | 新進 |
| Stieven Capital Advisors, L.P. | 235,659 | $1,646 萬 | 2.93% | −49,674−17.4% | 減碼 |
| Two Sigma Investments, LP | 224,047 | $1,565 萬 | 0.04% | −30,662−12.0% | 減碼 |
| Millennium Management LLC | 215,241 | $1,503 萬 | 0.01% | −100,050−31.7% | 減碼 |
| Ategra Capital Management, LLC | 214,280 | $1,497 萬 | 10.09% | +69,438+47.9% | 加碼 |
| Citadel Advisors LLC | 205,635 | $1,436 萬 | 0.01% | −28,736−12.3% | 減碼 |
| First Eagle Investment Management, LLC | 201,772 | $1,409 萬 | 0.03% | −3,600−1.8% | 減碼 |
| Epoch Investment Partners, Inc. | 199,662 | $1,395 萬 | 0.07% | +143,474+255.3% | 加碼 |
| Algert Global LLC | 173,634 | $1,213 萬 | 0.29% | +15,017+9.5% | 加碼 |
| Rhumbline Advisers | 163,273 | $1,140 萬 | 0.01% | −1,730−1.0% | 減碼 |
| State of Wisconsin Investment Board | 154,937 | $1,082 萬 | 0.03% | +9,979+6.9% | 加碼 |
| Barclays PLC | 154,112 | $1,076 萬 | 0.01% | +11,397+8.0% | 加碼 |
| Gator Capital Management, LLC | 153,020 | $1,069 萬 | 4.04% | −160−0.1% | 減碼 |
| Legal & General Group Plc | 150,895 | $1,054 萬 | 0.00% | +2,408+1.6% | 加碼 |
| Citigroup Inc | 149,627 | $1,045 萬 | 0.01% | −1,524−1.0% | 減碼 |
| Brandywine Global Investment Management, LLC | 145,524 | $1,016 萬 | 0.07% | −6,617−4.3% | 減碼 |
| Assenagon Asset Management S.A. | 141,004 | $984.9 萬 | 0.02% | +141,004 | 新進 |
| First Trust Advisors LP | 139,114 | $971.7 萬 | 0.01% | +81,861+143.0% | 加碼 |
| Public Sector Pension Investment Board | 135,143 | $944.0 萬 | 0.04% | +20,274+17.6% | 加碼 |
| Prudential Financial Inc | 133,644 | $933.5 萬 | 0.01% | −9,240−6.5% | 減碼 |
| Franklin Resources Inc | 132,806 | $927.6 萬 | 0.00% | −10,527−7.3% | 減碼 |
| Orchard Capital Managment, LLC | 130,157 | $921.4 萬 | 3.63% | −7,315−5.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 132,572 | $919.1 萬 | 0.01% | −42,596−24.3% | 減碼 |
| UBS Group AG | 129,122 | $901.9 萬 | 0.00% | +7,407+6.1% | 加碼 |
| AQR Capital Management LLC | 126,139 | $881.1 萬 | 0.01% | +24,396+24.0% | 加碼 |
| TCW Group Inc | 122,800 | $857.8 萬 | 0.07% | −40,600−24.8% | 減碼 |
| HSBC Holdings PLC | 117,940 | $826.9 萬 | 0.01% | +111,080+1,619.2% | 加碼 |
| Lord, Abbett & Co. LLC | 116,206 | $811.7 萬 | 0.03% | −18,182−13.5% | 減碼 |
| Squarepoint Ops LLC | 112,099 | $783.0 萬 | 0.02% | +50,315+81.4% | 加碼 |
| Qube Research & Technologies Ltd | 109,857 | $767.4 萬 | 0.01% | −90,951−45.3% | 減碼 |
| UBS Asset Management Americas Inc | 109,710 | $766.3 萬 | 0.00% | +22,304+25.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 108,006 | $754.4 萬 | 0.01% | −135,743−55.7% | 減碼 |
| Royal Bank of Canada | 107,971 | $754.2 萬 | 0.00% | −3,177−2.9% | 減碼 |
| Swiss National Bank | 106,400 | $743.2 萬 | 0.00% | +700+0.7% | 加碼 |
| Royce & Associates LP | 104,951 | $733.1 萬 | 0.07% | −12,052−10.3% | 減碼 |
| Kestrel Investment Management Corp | 104,050 | $726.8 萬 | 4.01% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 99,301 | $693.6 萬 | 0.02% | −33,283−25.1% | 減碼 |
| Deutsche Bank AG | 92,818 | $648.3 萬 | 0.00% | +54,759+143.9% | 加碼 |
| Redwood Investments, LLC | 90,712 | $633.6 萬 | 1.70% | +59,667+192.2% | 加碼 |
| SEI Investments Co | 88,518 | $618.3 萬 | 0.01% | +18,013+25.5% | 加碼 |
| Bridgeway Capital Management, LLC | 88,200 | $616.1 萬 | 0.14% | −14,700−14.3% | 減碼 |
| Ci Investments Inc. | 87,044 | $608.0 萬 | 0.02% | −2,738−3.0% | 減碼 |
| Quantedge Capital Pte Ltd | 82,700 | $577.7 萬 | 2.11% | +36,700+79.8% | 加碼 |
| Jane Street Group, LLC | 80,771 | $564.2 萬 | 0.01% | +41,566+106.0% | 加碼 |
| S&T Bank | 77,060 | $538.3 萬 | 1.72% | −10,466−12.0% | 減碼 |
| Wells Fargo & Company | 70,916 | $495.4 萬 | 0.00% | +9,082+14.7% | 加碼 |
| Alliancebernstein L.P. | 70,885 | $495.1 萬 | 0.00% | +532+0.8% | 加碼 |
| Kennedy Capital Management, Inc. | 66,383 | $463.7 萬 | 0.10% | +6,292+10.5% | 加碼 |
| Thrivent Financial for Lutherans | 64,672 | $456.2 萬 | 0.01% | −13,577−17.4% | 減碼 |
| Great West Life Assurance Co | 60,428 | $421.8 萬 | 0.01% | −1,754−2.8% | 減碼 |
| Renaissance Group LLC | 51,760 | $361.5 萬 | 0.15% | +5,269+11.3% | 加碼 |
| New Age Alpha Advisors, LLC | 51,623 | $360.6 萬 | 0.15% | +51,623 | 新進 |
| Bank of America Corp | 50,713 | $354.2 萬 | 0.00% | −187,037−78.7% | 減碼 |
| California State Teachers Retirement System | 50,641 | $353.7 萬 | 0.00% | −591−1.2% | 減碼 |
| Janus Henderson Group PLC | 50,399 | $352.0 萬 | 0.00% | +427+0.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 49,958 | $349.0 萬 | 0.06% | +7,977+19.0% | 加碼 |
| ExodusPoint Capital Management, LP | 49,753 | $347.5 萬 | 0.04% | +49,753 | 新進 |
| Edgestream Partners, L.P. | 49,465 | $345.5 萬 | 0.15% | −55,130−52.7% | 減碼 |
| HRT Financial LP | 48,418 | $338.1 萬 | 0.02% | +48,418 | 新進 |
| Van Eck Associates Corp | 47,951 | $334.9 萬 | 0.00% | +47,951 | 新進 |
| Trexquant Investment LP | 43,888 | $306.6 萬 | 0.04% | +26,485+152.2% | 加碼 |
| Envestnet Asset Management Inc | 43,445 | $303.5 萬 | 0.00% | +7,203+19.9% | 加碼 |
| New York State Teachers Retirement System | 43,126 | $301.2 萬 | 0.01% | +279+0.7% | 加碼 |
| Two Sigma Advisers, LP | 41,816 | $292.1 萬 | 0.01% | +15,000+55.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 41,500 | $289.9 萬 | 0.00% | −21−0.1% | 減碼 |
| Colony Group, LLC | 40,735 | $284.5 萬 | 0.01% | −564−1.4% | 減碼 |
| Susquehanna International Group, LLP | 40,727 | $284.5 萬 | 0.00% | +9,738+31.4% | 加碼 |
| Connors Investor Services Inc | 40,246 | $281.1 萬 | 0.26% | −510−1.3% | 減碼 |
| Twinbeech Capital LP | 39,932 | $278.9 萬 | 0.05% | +36,625+1,107.5% | 加碼 |