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 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 | 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 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 |
|---|---|---|---|---|---|
| CWM, LLC | 3,664 | $25.6 萬 | 0.00% | +305+9.1% | 加碼 |
| Guggenheim Capital LLC | 3,699 | $25.8 萬 | 0.00% | −61,547−94.3% | 減碼 |
| Ground Swell Capital, LLC | 3,738 | $26.1 萬 | 0.57% | +3,738 | 新進 |
| Cresset Asset Management, LLC | 3,758 | $26.2 萬 | 0.00% | −35−0.9% | 減碼 |
| Pensionmark Financial Group, LLC | 3,821 | $26.7 萬 | 0.01% | +300+8.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,830 | $26.7 萬 | 0.00% | −6−0.2% | 減碼 |
| Mutual Advisors, LLC | 3,885 | $27.6 萬 | 0.01% | 00.0% | 不變 |
| Quest Partners LLC | 3,971 | $27.7 萬 | 0.04% | −1,320−24.9% | 減碼 |
| Versor Investments LP | 4,000 | $27.9 萬 | 0.05% | +200+5.3% | 加碼 |
| National Philanthropic Trust | 4,000 | $27.9 萬 | 0.00% | +4,000 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 3,907 | $28.0 萬 | 0.00% | +3,907 | 新進 |
| Advisor Group Holdings, Inc. | 4,015 | $28.1 萬 | 0.00% | −694−14.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 4,116 | $28.8 萬 | 0.00% | +4,116 | 新進 |
| Creative Planning | 4,126 | $28.8 萬 | 0.00% | +4,126 | 新進 |
| Cim Investment Mangement Inc | 4,416 | $30.8 萬 | 0.09% | 00.0% | 不變 |
| MML Investors Services, LLC | 4,425 | $30.9 萬 | 0.00% | +1,052+31.2% | 加碼 |
| Aigen Investment Management, LP | 4,526 | $31.6 萬 | 0.06% | −629−12.2% | 減碼 |
| Commonwealth Equity Services, LLC | 4,546 | $31.8 萬 | 0.00% | −96−2.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,625 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 4,629 | $32.3 萬 | 0.02% | +105+2.3% | 加碼 |
| Mission Creek Capital Partners, Inc. | 4,631 | $32.3 萬 | 0.07% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 4,668 | $32.6 萬 | 0.00% | +507+12.2% | 加碼 |
| SkyOak Wealth, LLC | 4,694 | $32.8 萬 | 0.07% | +4,694 | 新進 |
| GTS Securities LLC | 4,737 | $33.1 萬 | 0.02% | −21,334−81.8% | 減碼 |
| Choate Investment Advisors | 4,759 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Western Wealth Management, LLC | 4,800 | $33.5 萬 | 0.02% | +4,800 | 新進 |
| The PNC Financial Services Group, Inc. | 5,012 | $35.0 萬 | 0.00% | +24+0.5% | 加碼 |
| Gallacher Capital Management LLC | 5,080 | $35.5 萬 | 0.18% | +5,080 | 新進 |
| CIBC World Markets Corp | 5,113 | $35.7 萬 | 0.00% | +5,113 | 新進 |
| Cetera Trust Company, N.A | 5,130 | $35.8 萬 | 0.23% | −135−2.6% | 減碼 |
| Virtu Financial LLC | 5,259 | $36.7 萬 | 0.02% | +846+19.2% | 加碼 |
| Optimize Financial Inc | 5,284 | $36.9 萬 | 0.28% | +5,284 | 新進 |
| Wesbanco Bank Inc | 5,300 | $37.0 萬 | 0.01% | 00.0% | 不變 |
| Everence Capital Management Inc | 5,330 | $37.2 萬 | 0.02% | −3,260−38.0% | 減碼 |
| Farringdon Capital, Ltd. | 5,357 | $37.4 萬 | 0.15% | +5,357 | 新進 |
| Brevan Howard Capital Management LP | 5,500 | $38.4 萬 | 0.01% | +5,500 | 新進 |
| Alps Advisors Inc | 5,528 | $38.6 萬 | 0.00% | 00.0% | 不變 |
| Moran Wealth Management, LLC | 5,546 | $38.7 萬 | 0.01% | +5,546 | 新進 |
| Savant Capital, LLC | 5,546 | $38.7 萬 | 0.00% | −488−8.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,717 | $39.9 萬 | 0.01% | +254+4.6% | 加碼 |
| Ieq Capital, LLC | 5,894 | $41.2 萬 | 0.00% | +5,894 | 新進 |
| Wolverine Trading, LLC | 5,917 | $42.0 萬 | 0.01% | −4,826−44.9% | 減碼 |
| James Investment Research Inc | 6,172 | $43.1 萬 | 0.05% | −10.0% | 減碼 |
| Point72 (DIFC) Ltd | 6,266 | $43.8 萬 | 0.04% | +4,021+179.1% | 加碼 |
| Hussman Strategic Advisors, Inc. | 6,300 | $44.0 萬 | 0.13% | +6,300 | 新進 |
| Csenge Advisory Group | 6,329 | $44.2 萬 | 0.02% | +2,248+55.1% | 加碼 |
| Waterloo Capital, L.P. | 6,360 | $44.4 萬 | 0.05% | 00.0% | 不變 |
| Mariner, LLC | 6,403 | $44.7 萬 | 0.00% | +545+9.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 6,505 | $45.4 萬 | 0.00% | −48−0.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 6,523 | $45.6 萬 | 0.03% | −25−0.4% | 減碼 |
| Pictet Asset Management Holding SA | 6,795 | $47.5 萬 | 0.00% | 00.0% | 不變 |
| Fred Alger Management, LLC | 7,070 | $49.4 萬 | 0.00% | +7,070 | 新進 |
| Avantax Advisory Services, Inc. | 7,121 | $49.7 萬 | 0.00% | +48+0.7% | 加碼 |
| Stifel Financial Corp | 7,310 | $51.1 萬 | 0.00% | +241+3.4% | 加碼 |
| Profund Advisors LLC | 7,312 | $51.1 萬 | 0.02% | +1,392+23.5% | 加碼 |
| Bryce Point Capital, LLC | 7,322 | $51.1 萬 | 0.15% | +7,322 | 新進 |
| Summit Global Investments | 7,372 | $51.5 萬 | 0.03% | −12,309−62.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 7,747 | $54.1 萬 | 0.01% | +1,883+32.1% | 加碼 |
| Cetera Investment Advisers | 7,941 | $55.5 萬 | 0.00% | +786+11.0% | 加碼 |
| Xponance, Inc. | 7,990 | $55.8 萬 | 0.01% | +2,393+42.8% | 加碼 |
| Jones Financial Companies LLLP | 7,992 | $55.8 萬 | 0.00% | −241−2.9% | 減碼 |
| Quadrature Capital Ltd | 8,059 | $56.3 萬 | 0.01% | −7,975−49.7% | 減碼 |
| Mutual of America Capital Management LLC | 8,216 | $57.4 萬 | 0.01% | +77+0.9% | 加碼 |
| Advantage Alpha Capital Partners LP | 8,471 | $59.2 萬 | 0.14% | +961+12.8% | 加碼 |
| Bayesian Capital Management, LP | 8,527 | $59.6 萬 | 0.07% | +8,527 | 新進 |
| Pinnacle Associates Ltd | 8,600 | $60.1 萬 | 0.01% | −500−5.5% | 減碼 |
| Quantinno Capital Management LP | 8,755 | $61.2 萬 | 0.01% | +588+7.2% | 加碼 |
| Premier Fund Managers Ltd | 8,721 | $61.8 萬 | 0.02% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 9,155 | $63.9 萬 | 0.00% | +3,810+71.3% | 加碼 |
| Truist Financial Corp | 9,530 | $66.6 萬 | 0.00% | −584−5.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,847 | $68.8 萬 | 0.00% | +967+10.9% | 加碼 |
| EJF Capital LLC | 9,988 | $69.8 萬 | 0.48% | −12−0.1% | 減碼 |
| Great Lakes Advisors, LLC | 10,460 | $73.1 萬 | 0.01% | −82−0.8% | 減碼 |
| TD Asset Management Inc | 10,548 | $73.7 萬 | 0.00% | −3,895−27.0% | 減碼 |
| Renaissance Technologies LLC | 10,684 | $74.6 萬 | 0.00% | −98,116−90.2% | 減碼 |
| Aviso Financial Inc. | 10,826 | $75.6 萬 | 0.04% | −4,682−30.2% | 減碼 |
| Gsa Capital Partners LLP | 11,061 | $77.3 萬 | 0.06% | −7,373−40.0% | 減碼 |
| Hancock Whitney Corp | 11,202 | $78.2 萬 | 0.02% | +271+2.5% | 加碼 |
| Federated Hermes, Inc. | 11,301 | $78.9 萬 | 0.00% | −3,161−21.9% | 減碼 |
| Nisa Investment Advisors, LLC | 11,321 | $79.1 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 11,512 | $80.4 萬 | 0.00% | +374+3.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,579 | $80.9 萬 | 0.01% | +11+0.1% | 加碼 |
| Handelsbanken Fonder AB | 11,595 | $81.0 萬 | 0.00% | +1,600+16.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 11,635 | $81.3 萬 | 0.01% | +11,635 | 新進 |
| Sterling Capital Management LLC | 11,952 | $83.5 萬 | 0.01% | +1,402+13.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 12,801 | $89.4 萬 | 0.02% | +42+0.3% | 加碼 |
| National Asset Management, Inc. | 12,828 | $89.6 萬 | 0.03% | −31,542−71.1% | 減碼 |
| SummerHaven Investment Management, LLC | 13,180 | $92.1 萬 | 0.57% | 00.0% | 不變 |
| Keel Point, LLC | 13,298 | $92.9 萬 | 0.07% | 00.0% | 不變 |
| HighTower Advisors, LLC | 13,348 | $93.2 萬 | 0.00% | +5,380+67.5% | 加碼 |
| Cerity Partners LLC | 14,341 | $94.6 萬 | 0.00% | +2,090+17.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 13,567 | $94.8 萬 | 0.06% | +266+2.0% | 加碼 |
| Credit Agricole S A | 13,610 | $95.1 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 13,858 | $96.7 萬 | 0.03% | +11,378+458.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 14,048 | $98.1 萬 | 0.01% | +406+3.0% | 加碼 |
| CWM Advisors, LLC | 14,223 | $99.4 萬 | 0.11% | +1,561+12.3% | 加碼 |
| KLP Kapitalforvaltning AS | 15,100 | $105.5 萬 | 0.00% | +15,100 | 新進 |
| CCG Wealth Management, LLC | 15,200 | $106.2 萬 | 0.59% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 15,621 | $109.1 萬 | 0.02% | +820+5.5% | 加碼 |
| Arizona State Retirement System | 15,704 | $109.7 萬 | 0.01% | +120+0.8% | 加碼 |