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 |
|---|---|---|---|---|---|
| Bryce Point Capital, LLC | 7,322 | $51.1 萬 | 0.15% | +7,322 | 新進 |
| Profund Advisors LLC | 7,312 | $51.1 萬 | 0.02% | +1,392+23.5% | 加碼 |
| Stifel Financial Corp | 7,310 | $51.1 萬 | 0.00% | +241+3.4% | 加碼 |
| Avantax Advisory Services, Inc. | 7,121 | $49.7 萬 | 0.00% | +48+0.7% | 加碼 |
| Fred Alger Management, LLC | 7,070 | $49.4 萬 | 0.00% | +7,070 | 新進 |
| Pictet Asset Management Holding SA | 6,795 | $47.5 萬 | 0.00% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 6,523 | $45.6 萬 | 0.03% | −25−0.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 6,505 | $45.4 萬 | 0.00% | −48−0.7% | 減碼 |
| Mariner, LLC | 6,403 | $44.7 萬 | 0.00% | +545+9.3% | 加碼 |
| Waterloo Capital, L.P. | 6,360 | $44.4 萬 | 0.05% | 00.0% | 不變 |
| Csenge Advisory Group | 6,329 | $44.2 萬 | 0.02% | +2,248+55.1% | 加碼 |
| Hussman Strategic Advisors, Inc. | 6,300 | $44.0 萬 | 0.13% | +6,300 | 新進 |
| Point72 (DIFC) Ltd | 6,266 | $43.8 萬 | 0.04% | +4,021+179.1% | 加碼 |
| James Investment Research Inc | 6,172 | $43.1 萬 | 0.05% | −10.0% | 減碼 |
| Wolverine Trading, LLC | 5,917 | $42.0 萬 | 0.01% | −4,826−44.9% | 減碼 |
| Ieq Capital, LLC | 5,894 | $41.2 萬 | 0.00% | +5,894 | 新進 |
| Ameritas Investment Partners, Inc. | 5,717 | $39.9 萬 | 0.01% | +254+4.6% | 加碼 |
| Savant Capital, LLC | 5,546 | $38.7 萬 | 0.00% | −488−8.1% | 減碼 |
| Moran Wealth Management, LLC | 5,546 | $38.7 萬 | 0.01% | +5,546 | 新進 |
| Alps Advisors Inc | 5,528 | $38.6 萬 | 0.00% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 5,500 | $38.4 萬 | 0.01% | +5,500 | 新進 |
| Farringdon Capital, Ltd. | 5,357 | $37.4 萬 | 0.15% | +5,357 | 新進 |
| Everence Capital Management Inc | 5,330 | $37.2 萬 | 0.02% | −3,260−38.0% | 減碼 |
| Wesbanco Bank Inc | 5,300 | $37.0 萬 | 0.01% | 00.0% | 不變 |
| Optimize Financial Inc | 5,284 | $36.9 萬 | 0.28% | +5,284 | 新進 |
| Virtu Financial LLC | 5,259 | $36.7 萬 | 0.02% | +846+19.2% | 加碼 |
| Cetera Trust Company, N.A | 5,130 | $35.8 萬 | 0.23% | −135−2.6% | 減碼 |
| CIBC World Markets Corp | 5,113 | $35.7 萬 | 0.00% | +5,113 | 新進 |
| Gallacher Capital Management LLC | 5,080 | $35.5 萬 | 0.18% | +5,080 | 新進 |
| The PNC Financial Services Group, Inc. | 5,012 | $35.0 萬 | 0.00% | +24+0.5% | 加碼 |
| Western Wealth Management, LLC | 4,800 | $33.5 萬 | 0.02% | +4,800 | 新進 |
| Choate Investment Advisors | 4,759 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| GTS Securities LLC | 4,737 | $33.1 萬 | 0.02% | −21,334−81.8% | 減碼 |
| SkyOak Wealth, LLC | 4,694 | $32.8 萬 | 0.07% | +4,694 | 新進 |
| Pathstone Holdings, LLC | 4,668 | $32.6 萬 | 0.00% | +507+12.2% | 加碼 |
| Mission Creek Capital Partners, Inc. | 4,631 | $32.3 萬 | 0.07% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 4,629 | $32.3 萬 | 0.02% | +105+2.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,625 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 4,546 | $31.8 萬 | 0.00% | −96−2.1% | 減碼 |
| Aigen Investment Management, LP | 4,526 | $31.6 萬 | 0.06% | −629−12.2% | 減碼 |
| MML Investors Services, LLC | 4,425 | $30.9 萬 | 0.00% | +1,052+31.2% | 加碼 |
| Cim Investment Mangement Inc | 4,416 | $30.8 萬 | 0.09% | 00.0% | 不變 |
| Creative Planning | 4,126 | $28.8 萬 | 0.00% | +4,126 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 4,116 | $28.8 萬 | 0.00% | +4,116 | 新進 |
| Advisor Group Holdings, Inc. | 4,015 | $28.1 萬 | 0.00% | −694−14.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,907 | $28.0 萬 | 0.00% | +3,907 | 新進 |
| 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 |
| Quest Partners LLC | 3,971 | $27.7 萬 | 0.04% | −1,320−24.9% | 減碼 |
| Mutual Advisors, LLC | 3,885 | $27.6 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 3,830 | $26.7 萬 | 0.00% | −6−0.2% | 減碼 |
| Pensionmark Financial Group, LLC | 3,821 | $26.7 萬 | 0.01% | +300+8.5% | 加碼 |
| Cresset Asset Management, LLC | 3,758 | $26.2 萬 | 0.00% | −35−0.9% | 減碼 |
| Ground Swell Capital, LLC | 3,738 | $26.1 萬 | 0.57% | +3,738 | 新進 |
| Guggenheim Capital LLC | 3,699 | $25.8 萬 | 0.00% | −61,547−94.3% | 減碼 |
| CWM, LLC | 3,664 | $25.6 萬 | 0.00% | +305+9.1% | 加碼 |
| Earnest Partners LLC | 3,600 | $25.1 萬 | 0.00% | 00.0% | 不變 |
| TownSquare Capital, LLC | 3,563 | $24.9 萬 | 0.00% | −80−2.2% | 減碼 |
| Vontobel Holding Ltd. | 3,558 | $24.9 萬 | 0.00% | −2,866−44.6% | 減碼 |
| Mackenzie Financial Corp | 3,525 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 3,418 | $23.9 萬 | 0.00% | −300−8.1% | 減碼 |
| Venturi Wealth Management, LLC | 3,400 | $23.7 萬 | 0.01% | +400+13.3% | 加碼 |
| STRS Ohio | 3,400 | $23.7 萬 | 0.00% | +700+25.9% | 加碼 |
| Huntington National Bank | 3,395 | $23.7 萬 | 0.00% | +672+24.7% | 加碼 |
| Jain Global LLC | 3,330 | $23.3 萬 | 0.01% | +3,330 | 新進 |
| Ashton Thomas Private Wealth, LLC | 3,229 | $22.6 萬 | 0.01% | +3,229 | 新進 |
| Bourgeon Capital Management LLC | 3,200 | $22.4 萬 | 0.04% | −800−20.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 3,186 | $22.3 萬 | 0.00% | +3,186 | 新進 |
| Defined Financial Planning LLC | 3,163 | $22.1 萬 | 0.24% | +3,163 | 新進 |
| Raiffeisen Bank International AG | 3,013 | $21.4 萬 | 0.00% | +3,013 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,937 | $20.5 萬 | 0.05% | +2,937 | 新進 |
| Bridgefront Capital, LLC | 2,879 | $20.1 萬 | 0.07% | +2,879 | 新進 |
| Dakota Wealth Management | 2,867 | $20.0 萬 | 0.00% | +2,867 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,582 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 2,528 | $17.7 萬 | 0.00% | +567+28.9% | 加碼 |
| KBC Group NV | 2,469 | $17.2 萬 | 0.00% | +864+53.8% | 加碼 |
| Covestor Ltd | 2,274 | $15.8 萬 | 0.10% | +442+24.1% | 加碼 |
| National Bank of Canada | 2,053 | $14.3 萬 | 0.00% | −133−6.1% | 減碼 |
| Palouse Capital Management, Inc. | 1,931 | $13.5 萬 | 0.09% | −550−22.2% | 減碼 |
| US Bancorp | 1,859 | $13.0 萬 | 0.00% | +830+80.7% | 加碼 |
| State of Wyoming | 1,548 | $10.8 萬 | 0.01% | +106+7.4% | 加碼 |
| Smartleaf Asset Management LLC | 1,509 | $10.7 萬 | 0.01% | +1,222+425.8% | 加碼 |
| MAI Capital Management | 1,500 | $10.5 萬 | 0.00% | +1,500 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,486 | $10.4 萬 | 0.00% | +676+83.5% | 加碼 |
| GAMMA Investing LLC | 1,318 | $9.21 萬 | 0.01% | +336+34.2% | 加碼 |
| Oakworth Capital, Inc. | 1,305 | $9.12 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,261 | $8.81 萬 | 0.01% | +849+206.1% | 加碼 |
| SRS Capital Advisors, Inc. | 1,097 | $7.66 萬 | 0.00% | +773+238.6% | 加碼 |
| Ravenstone Capital Management Inc. | 1,000 | $6.99 萬 | 0.04% | +1,000 | 新進 |
| R Squared Ltd | 940 | $6.57 萬 | 0.06% | +940 | 新進 |
| GWM Advisors LLC | 900 | $6.29 萬 | 0.00% | +850+1,700.0% | 加碼 |
| Oarsman Capital, Inc. | 880 | $6.15 萬 | 0.01% | +49+5.9% | 加碼 |
| Medallion Wealth Advisors, LLC | 896 | $5.78 萬 | 0.03% | +896 | 新進 |
| Proequities, Inc. | 756 | $5.39 萬 | 0.00% | +81+12.0% | 加碼 |
| Kestra Investment Management, LLC | 748 | $5.22 萬 | 0.00% | +748 | 新進 |
| 1620 Investment Advisors, Inc. | 740 | $5.17 萬 | 0.04% | −90−10.8% | 減碼 |
| Clearstead Advisors, LLC | 630 | $4.40 萬 | 0.00% | −12−1.9% | 減碼 |
| Farther Finance Advisors, LLC | 627 | $4.38 萬 | 0.00% | −21−3.2% | 減碼 |
| Caitong International Asset Management Co., Ltd | 617 | $4.31 萬 | 0.04% | +617 | 新進 |
| Investment Research & Advisory Group, Inc. | 504 | $3.52 萬 | 0.01% | 00.0% | 不變 |