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。
2025 年第 1 季 13F 持有人
Axos Financial, Inc. 在 2025/3/31 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
- 352
- 較 2024 年第 4 季 −2 家
- 持有股數
- 4,597 萬
- 較 2024 年第 4 季 −68.4 萬 (−1.5%)
- 總市值
- $29.6 億
- 較 2024 年第 4 季 −$2.95 億 (−9.0%)
- 新進機構
- 43
- 另有 115 家加碼
- 清倉機構
- 45
- 另有 122 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,293,081 | $5.35 億 | 0.01% | +3,8660.0% | 加碼 |
| Vanguard Group Inc | 6,024,418 | $3.89 億 | 0.01% | −105,184−1.7% | 減碼 |
| State Street Corp | 2,925,122 | $1.89 億 | 0.01% | −402,598−12.1% | 減碼 |
| Dimensional Fund Advisors LP | 2,449,370 | $1.58 億 | 0.04% | −130,028−5.0% | 減碼 |
| American Century Companies Inc | 2,151,229 | $1.39 億 | 0.09% | +276,450+14.7% | 加碼 |
| Geode Capital Management, LLC | 1,546,008 | $9,977 萬 | 0.01% | +57,749+3.9% | 加碼 |
| Davis Asset Management, L.P. | 1,457,219 | $9,402 萬 | 3.91% | 00.0% | 不變 |
| Wasatch Advisors Inc | 1,014,056 | $6,543 萬 | 0.37% | −43,520−4.1% | 減碼 |
| Northern Trust Corp | 730,135 | $4,711 萬 | 0.01% | −12,702−1.7% | 減碼 |
| Geneva Capital Management LLC | 697,248 | $4,499 萬 | 0.84% | −2,652−0.4% | 減碼 |
| Ameriprise Financial Inc | 681,878 | $4,399 萬 | 0.01% | +4,332+0.6% | 加碼 |
| Charles Schwab Investment Management Inc | 657,782 | $4,244 萬 | 0.01% | −13,341−2.0% | 減碼 |
| Morgan Stanley | 605,933 | $3,909 萬 | 0.00% | −98,699−14.0% | 減碼 |
| Citadel Advisors LLC | 601,529 | $3,881 萬 | 0.04% | +395,894+192.5% | 加碼 |
| Nuveen, LLC | 546,190 | $3,524 萬 | 0.01% | +546,190 | 新進 |
| Emerald Advisers, LLC | 533,586 | $3,443 萬 | 1.55% | +54,466+11.4% | 加碼 |
| Boston Partners | 504,815 | $3,119 萬 | 0.04% | +77,730+18.2% | 加碼 |
| Loomis Sayles & Co L P | 429,898 | $2,774 萬 | 0.04% | −9,836−2.2% | 減碼 |
| Shaker Investments LLC | 423,078 | $2,730 萬 | 13.15% | −2,953−0.7% | 減碼 |
| Bank of New York Mellon Corp | 394,144 | $2,543 萬 | 0.01% | −16,737−4.1% | 減碼 |
| Jarislowsky, Fraser Ltd | 383,295 | $2,473 萬 | 0.15% | −21,644−5.3% | 減碼 |
| Wellington Management Group LLP | 377,079 | $2,433 萬 | 0.00% | −264,172−41.2% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 364,026 | $2,349 萬 | 1.67% | +628+0.2% | 加碼 |
| JPMorgan Chase & Co | 356,161 | $2,298 萬 | 0.00% | −54,429−13.3% | 減碼 |
| Bragg Financial Advisors, Inc | 353,950 | $2,284 萬 | 0.94% | −44,414−11.1% | 減碼 |
| Principal Financial Group Inc | 347,799 | $2,244 萬 | 0.01% | +9,881+2.9% | 加碼 |
| Goldman Sachs Group Inc | 343,267 | $2,215 萬 | 0.00% | −334,420−49.3% | 減碼 |
| Invesco Ltd. | 327,238 | $2,111 萬 | 0.00% | −157,323−32.5% | 減碼 |
| Stieven Capital Advisors, L.P. | 283,759 | $1,831 萬 | 3.55% | +48,100+20.4% | 加碼 |
| Pembroke Management, LTD | 274,572 | $1,772 萬 | 2.58% | +16,282+6.3% | 加碼 |
| Voloridge Investment Management, LLC | 271,553 | $1,752 萬 | 0.06% | −112,102−29.2% | 減碼 |
| Ategra Capital Management, LLC | 235,093 | $1,517 萬 | 12.26% | +20,813+9.7% | 加碼 |
| Militia Capital Partners, LP | 222,000 | $1,432 萬 | 5.81% | +198,000+825.0% | 加碼 |
| Algert Global LLC | 221,730 | $1,431 萬 | 0.35% | +48,096+27.7% | 加碼 |
| Voss Capital, LLC | 207,704 | $1,340 萬 | 1.03% | +207,704 | 新進 |
| Epoch Investment Partners, Inc. | 201,143 | $1,298 萬 | 0.07% | +1,481+0.7% | 加碼 |
| Public Sector Pension Investment Board | 197,341 | $1,273 萬 | 0.06% | +62,198+46.0% | 加碼 |
| Kennedy Capital Management, Inc. | 195,035 | $1,258 萬 | 0.30% | +128,652+193.8% | 加碼 |
| Raymond James Financial Inc | 182,729 | $1,179 萬 | 0.00% | −52,981−22.5% | 減碼 |
| AQR Capital Management LLC | 175,146 | $1,130 萬 | 0.01% | +49,007+38.9% | 加碼 |
| Two Sigma Investments, LP | 172,929 | $1,116 萬 | 0.02% | −51,118−22.8% | 減碼 |
| FMR LLC | 172,106 | $1,110 萬 | 0.00% | −324,313−65.3% | 減碼 |
| State of Wisconsin Investment Board | 171,790 | $1,108 萬 | 0.03% | +16,853+10.9% | 加碼 |
| UBS Group AG | 167,110 | $1,078 萬 | 0.00% | +37,988+29.4% | 加碼 |
| Prudential Financial Inc | 166,994 | $1,077 萬 | 0.02% | +33,350+25.0% | 加碼 |
| Jane Street Group, LLC | 164,073 | $1,059 萬 | 0.02% | +83,302+103.1% | 加碼 |
| First Eagle Investment Management, LLC | 162,272 | $1,047 萬 | 0.02% | −39,500−19.6% | 減碼 |
| Millennium Management LLC | 157,621 | $1,017 萬 | 0.01% | −57,620−26.8% | 減碼 |
| Rhumbline Advisers | 156,646 | $1,011 萬 | 0.01% | −6,627−4.1% | 減碼 |
| Gator Capital Management, LLC | 153,230 | $988.6 萬 | 3.78% | +210+0.1% | 加碼 |
| Franklin Resources Inc | 151,510 | $977.5 萬 | 0.00% | +18,704+14.1% | 加碼 |
| Bank of America Corp | 149,302 | $963.3 萬 | 0.00% | +98,589+194.4% | 加碼 |
| Qube Research & Technologies Ltd | 146,223 | $943.4 萬 | 0.01% | +36,366+33.1% | 加碼 |
| Legal & General Group Plc | 144,934 | $935.1 萬 | 0.00% | −5,961−4.0% | 減碼 |
| Brandywine Global Investment Management, LLC | 140,114 | $904.0 萬 | 0.07% | −5,410−3.7% | 減碼 |
| First Trust Advisors LP | 137,582 | $887.7 萬 | 0.01% | −1,532−1.1% | 減碼 |
| Lord, Abbett & Co. LLC | 129,333 | $834.5 萬 | 0.03% | +13,127+11.3% | 加碼 |
| Citigroup Inc | 127,810 | $824.6 萬 | 0.01% | −21,817−14.6% | 減碼 |
| SEI Investments Co | 122,041 | $787.4 萬 | 0.01% | +33,523+37.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 119,286 | $767.8 萬 | 0.01% | −13,286−10.0% | 減碼 |
| UBS Asset Management Americas Inc | 109,900 | $709.1 萬 | 0.00% | +190+0.2% | 加碼 |
| Royal Bank of Canada | 108,986 | $703.1 萬 | 0.00% | +1,015+0.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 108,031 | $697.0 萬 | 0.01% | +250.0% | 加碼 |
| Swiss National Bank | 105,100 | $678.1 萬 | 0.00% | −1,300−1.2% | 減碼 |
| Kestrel Investment Management Corp | 104,050 | $671.3 萬 | 4.10% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 103,888 | $670.3 萬 | 0.01% | +63,161+155.1% | 加碼 |
| Barclays PLC | 99,329 | $640.9 萬 | 0.00% | −54,783−35.5% | 減碼 |
| Orchard Capital Managment, LLC | 98,899 | $638.1 萬 | 4.36% | −31,258−24.0% | 減碼 |
| Royce & Associates LP | 93,090 | $600.6 萬 | 0.07% | −11,861−11.3% | 減碼 |
| TCW Group Inc | 92,020 | $593.7 萬 | 0.05% | −30,780−25.1% | 減碼 |
| Redwood Investments, LLC | 90,716 | $585.3 萬 | 2.19% | +40.0% | 加碼 |
| Bridgeway Capital Management, LLC | 88,200 | $569.1 萬 | 0.14% | 00.0% | 不變 |
| Deutsche Bank AG | 87,753 | $566.2 萬 | 0.00% | −5,065−5.5% | 減碼 |
| Ci Investments Inc. | 86,707 | $559.4 萬 | 0.02% | −337−0.4% | 減碼 |
| AXA S.A. | 84,600 | $545.8 萬 | 0.02% | +84,600 | 新進 |
| S&T Bank | 76,138 | $491.2 萬 | 1.61% | −922−1.2% | 減碼 |
| Alliancebernstein L.P. | 66,385 | $428.3 萬 | 0.00% | −4,500−6.3% | 減碼 |
| Thrivent Financial for Lutherans | 63,699 | $417.2 萬 | 0.01% | −973−1.5% | 減碼 |
| Rafferty Asset Management, LLC | 64,398 | $415.5 萬 | 0.02% | −34,903−35.1% | 減碼 |
| Renaissance Group LLC | 64,081 | $413.5 萬 | 0.18% | +12,321+23.8% | 加碼 |
| Great West Life Assurance Co | 56,919 | $367.6 萬 | 0.01% | −3,509−5.8% | 減碼 |
| Edgestream Partners, L.P. | 55,147 | $355.8 萬 | 0.12% | +5,682+11.5% | 加碼 |
| Assenagon Asset Management S.A. | 54,619 | $352.4 萬 | 0.01% | −86,385−61.3% | 減碼 |
| Van Eck Associates Corp | 53,076 | $342.4 萬 | 0.00% | +5,125+10.7% | 加碼 |
| Envestnet Asset Management Inc | 50,402 | $325.2 萬 | 0.00% | +6,957+16.0% | 加碼 |
| California State Teachers Retirement System | 49,973 | $322.4 萬 | 0.00% | −668−1.3% | 減碼 |
| Janus Henderson Group PLC | 47,831 | $303.9 萬 | 0.00% | −2,568−5.1% | 減碼 |
| Trexquant Investment LP | 44,235 | $285.4 萬 | 0.03% | +347+0.8% | 加碼 |
| National Asset Management, Inc. | 43,928 | $283.4 萬 | 0.09% | +31,100+242.4% | 加碼 |
| New York State Teachers Retirement System | 43,026 | $277.6 萬 | 0.01% | −100−0.2% | 減碼 |
| Wells Fargo & Company | 42,822 | $276.3 萬 | 0.00% | −28,094−39.6% | 減碼 |
| Price T Rowe Associates Inc | 42,789 | $276.1 萬 | 0.00% | +3,714+9.5% | 加碼 |
| Lazard Asset Management LLC | 42,447 | $273.8 萬 | 0.00% | +14,484+51.8% | 加碼 |
| Intech Investment Management LLC | 42,145 | $271.9 萬 | 0.03% | +2,678+6.8% | 加碼 |
| HRT Financial LP | 41,951 | $270.6 萬 | 0.02% | −6,467−13.4% | 減碼 |
| Empirical Finance, LLC | 41,515 | $267.9 萬 | 0.16% | +41,515 | 新進 |
| Colony Group, LLC | 41,165 | $265.6 萬 | 0.01% | +430+1.1% | 加碼 |
| Connors Investor Services Inc | 39,959 | $257.8 萬 | 0.26% | −287−0.7% | 減碼 |
| Russell Investments Group, Ltd. | 39,552 | $255.2 萬 | 0.00% | +21,847+123.4% | 加碼 |
| Argent Capital Management LLC | 38,907 | $251.0 萬 | 0.08% | −274−0.7% | 減碼 |