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 |
|---|---|---|---|---|---|
| Advantage Alpha Capital Partners LP | 3,321 | $21.4 萬 | 0.05% | −5,150−60.8% | 減碼 |
| Vicus Capital | 3,396 | $21.9 萬 | 0.02% | +3,396 | 新進 |
| O'Shaughnessy Asset Management, LLC | 3,427 | $22.1 萬 | 0.00% | +241+7.6% | 加碼 |
| Mackenzie Financial Corp | 3,525 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| Quadrature Capital Ltd | 3,532 | $22.8 萬 | 0.01% | −4,527−56.2% | 減碼 |
| Earnest Partners LLC | 3,600 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| Vestcor Inc | 3,613 | $23.3 萬 | 0.01% | −12,865−78.1% | 減碼 |
| Mutual Advisors, LLC | 3,717 | $23.3 萬 | 0.01% | −168−4.3% | 減碼 |
| Vontobel Holding Ltd. | 3,675 | $23.7 萬 | 0.00% | +117+3.3% | 加碼 |
| Foyston, Gordon, & Payne Inc | 3,721 | $24.0 萬 | 0.06% | +3,721 | 新進 |
| Pallas Capital Advisors LLC | 3,768 | $24.3 萬 | 0.01% | +3,768 | 新進 |
| Raiffeisen Bank International AG | 3,845 | $24.4 萬 | 0.00% | +832+27.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,795 | $24.5 萬 | 0.00% | −35−0.9% | 減碼 |
| Verdence Capital Advisors LLC | 3,798 | $24.5 萬 | 0.02% | +3,798 | 新進 |
| Pensionmark Financial Group, LLC | 3,821 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 3,971 | $25.6 萬 | 0.00% | +3,971 | 新進 |
| National Philanthropic Trust | 4,000 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 4,000 | $25.8 萬 | 0.01% | +600+17.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,625 | $26.1 萬 | 0.00% | 00.0% | 不變 |
| SkyOak Wealth, LLC | 4,078 | $26.3 萬 | 0.06% | −616−13.1% | 減碼 |
| TownSquare Capital, LLC | 4,100 | $26.5 萬 | 0.00% | +537+15.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,150 | $26.8 萬 | 0.01% | +4,150 | 新進 |
| Cresset Asset Management, LLC | 4,205 | $27.1 萬 | 0.00% | +447+11.9% | 加碼 |
| Jain Global LLC | 4,228 | $27.3 萬 | 0.01% | +898+27.0% | 加碼 |
| Cim Investment Mangement Inc | 4,313 | $27.8 萬 | 0.06% | −103−2.3% | 減碼 |
| Creative Planning | 4,409 | $28.4 萬 | 0.00% | +283+6.9% | 加碼 |
| Profund Advisors LLC | 4,464 | $28.8 萬 | 0.01% | −2,848−38.9% | 減碼 |
| Mission Creek Capital Partners, Inc. | 4,631 | $29.9 萬 | 0.07% | 00.0% | 不變 |
| Choate Investment Advisors | 4,759 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 4,831 | $31.2 萬 | 0.00% | −19,383−80.0% | 減碼 |
| Numerai GP LLC | 4,930 | $31.8 萬 | 0.06% | −18,484−78.9% | 減碼 |
| Advisor Group Holdings, Inc. | 5,080 | $32.8 萬 | 0.00% | +1,065+26.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 5,117 | $33.0 萬 | 0.01% | +5,117 | 新進 |
| Cetera Trust Company, N.A | 5,130 | $33.1 萬 | 0.21% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 5,169 | $33.4 萬 | 0.00% | +501+10.7% | 加碼 |
| Everence Capital Management Inc | 5,330 | $34.4 萬 | 0.02% | 00.0% | 不變 |
| Guggenheim Capital LLC | 5,408 | $34.9 萬 | 0.00% | +1,709+46.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,528 | $35.7 萬 | 0.01% | −189−3.3% | 減碼 |
| Alps Advisors Inc | 5,647 | $36.4 萬 | 0.00% | +119+2.2% | 加碼 |
| PharVision Advisers, LLC | 5,812 | $37.5 萬 | 0.52% | +5,812 | 新進 |
| MML Investors Services, LLC | 5,844 | $37.7 萬 | 0.00% | +1,419+32.1% | 加碼 |
| Optimize Financial Inc | 5,864 | $37.8 萬 | 0.14% | +580+11.0% | 加碼 |
| James Investment Research Inc | 6,172 | $39.8 萬 | 0.05% | 00.0% | 不變 |
| Moran Wealth Management, LLC | 6,195 | $40.0 萬 | 0.01% | +649+11.7% | 加碼 |
| Hussman Strategic Advisors, Inc. | 6,300 | $40.6 萬 | 0.10% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 6,366 | $41.1 萬 | 0.04% | +6+0.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 6,505 | $42.0 萬 | 0.00% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 6,523 | $42.1 萬 | 0.03% | 00.0% | 不變 |
| Mariner, LLC | 6,734 | $43.4 萬 | 0.00% | +331+5.2% | 加碼 |
| HighTower Advisors, LLC | 6,778 | $43.7 萬 | 0.00% | −6,570−49.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,043 | $45.4 萬 | 0.00% | +2,031+40.5% | 加碼 |
| Fred Alger Management, LLC | 7,070 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 7,161 | $46.2 萬 | 0.00% | −149−2.0% | 減碼 |
| Avantax Advisory Services, Inc. | 7,188 | $46.4 萬 | 0.00% | +67+0.9% | 加碼 |
| Jones Financial Companies LLLP | 7,624 | $48.4 萬 | 0.00% | −368−4.6% | 減碼 |
| CWM, LLC | 7,706 | $49.7 萬 | 0.00% | +4,042+110.3% | 加碼 |
| Csenge Advisory Group | 8,277 | $49.8 萬 | 0.03% | +1,948+30.8% | 加碼 |
| Marshall Wace, LLP | 7,866 | $50.8 萬 | 0.00% | +7,866 | 新進 |
| Mutual of America Capital Management LLC | 7,899 | $51.0 萬 | 0.01% | −317−3.9% | 減碼 |
| Teacher Retirement System of Texas | 7,929 | $51.2 萬 | 0.00% | −3,583−31.1% | 減碼 |
| HSBC Holdings PLC | 7,984 | $51.3 萬 | 0.00% | −109,956−93.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 8,017 | $51.7 萬 | 0.00% | +3,901+94.8% | 加碼 |
| Cetera Investment Advisers | 8,056 | $52.0 萬 | 0.00% | +115+1.4% | 加碼 |
| Jupiter Asset Management Ltd | 8,104 | $52.3 萬 | 0.01% | +8,104 | 新進 |
| Xponance, Inc. | 8,118 | $52.4 萬 | 0.01% | +128+1.6% | 加碼 |
| Wolverine Trading, LLC | 8,590 | $54.6 萬 | 0.02% | +2,673+45.2% | 加碼 |
| Pictet Asset Management Holding SA | 8,506 | $54.9 萬 | 0.00% | +1,711+25.2% | 加碼 |
| Premier Fund Managers Ltd | 8,721 | $55.4 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 8,600 | $55.5 萬 | 0.01% | 00.0% | 不變 |
| XTX Topco Ltd | 9,677 | $62.4 萬 | 0.03% | +9,677 | 新進 |
| Summit Global Investments | 9,829 | $63.4 萬 | 0.05% | +2,457+33.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,847 | $63.5 萬 | 0.00% | 00.0% | 不變 |
| Inspire Advisors, LLC | 9,993 | $64.5 萬 | 0.07% | +9,993 | 新進 |
| EJF Capital LLC | 10,000 | $64.5 萬 | 0.41% | +12+0.1% | 加碼 |
| Truist Financial Corp | 10,026 | $64.7 萬 | 0.00% | +496+5.2% | 加碼 |
| Great Lakes Advisors, LLC | 10,234 | $66.0 萬 | 0.01% | −226−2.2% | 減碼 |
| Sterling Capital Management LLC | 10,372 | $66.9 萬 | 0.01% | −1,580−13.2% | 減碼 |
| TD Asset Management Inc | 10,395 | $67.1 萬 | 0.00% | −153−1.5% | 減碼 |
| Cerity Partners LLC | 10,490 | $67.7 萬 | 0.00% | −3,851−26.9% | 減碼 |
| Aviso Financial Inc. | 10,520 | $67.9 萬 | 0.03% | −306−2.8% | 減碼 |
| Federated Hermes, Inc. | 10,674 | $68.9 萬 | 0.00% | −627−5.5% | 減碼 |
| Nisa Investment Advisors, LLC | 11,265 | $72.7 萬 | 0.00% | −56−0.5% | 減碼 |
| Hancock Whitney Corp | 11,446 | $73.8 萬 | 0.02% | +244+2.2% | 加碼 |
| Handelsbanken Fonder AB | 11,595 | $74.8 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 11,622 | $75.0 萬 | 0.00% | +2,867+32.7% | 加碼 |
| SG Americas Securities, LLC | 11,630 | $75.0 萬 | 0.00% | +11,630 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 12,040 | $77.7 萬 | 0.01% | +405+3.5% | 加碼 |
| CIBC World Markets Corp | 12,126 | $78.2 萬 | 0.01% | +7,013+137.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 12,401 | $80.0 萬 | 0.02% | −400−3.1% | 減碼 |
| Dynamic Technology Lab Private Ltd | 12,590 | $81.2 萬 | 0.12% | −3,830−23.3% | 減碼 |
| Mercer Global Advisors Inc | 12,804 | $82.6 萬 | 0.00% | +3,649+39.9% | 加碼 |
| ProShare Advisors LLC | 12,860 | $83.0 萬 | 0.00% | −3,601−21.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,981 | $83.8 萬 | 0.00% | +1,402+12.1% | 加碼 |
| Keel Point, LLC | 13,313 | $85.9 萬 | 0.07% | +15+0.1% | 加碼 |
| SummerHaven Investment Management, LLC | 13,386 | $86.4 萬 | 0.60% | +206+1.6% | 加碼 |
| Credit Agricole S A | 13,610 | $87.8 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 14,367 | $92.7 萬 | 0.10% | +10,396+261.8% | 加碼 |
| Voya Investment Management LLC | 14,667 | $94.6 萬 | 0.00% | −1,596−9.8% | 減碼 |
| KLP Kapitalforvaltning AS | 15,100 | $97.4 萬 | 0.00% | 00.0% | 不變 |
| CCG Wealth Management, LLC | 15,200 | $98.1 萬 | 0.59% | 00.0% | 不變 |