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 |
|---|---|---|---|---|---|
| Bank of America Corp | 149,302 | $963.3 萬 | 0.00% | +98,589+194.4% | 加碼 |
| Franklin Resources Inc | 151,510 | $977.5 萬 | 0.00% | +18,704+14.1% | 加碼 |
| Gator Capital Management, LLC | 153,230 | $988.6 萬 | 3.78% | +210+0.1% | 加碼 |
| Rhumbline Advisers | 156,646 | $1,011 萬 | 0.01% | −6,627−4.1% | 減碼 |
| Millennium Management LLC | 157,621 | $1,017 萬 | 0.01% | −57,620−26.8% | 減碼 |
| First Eagle Investment Management, LLC | 162,272 | $1,047 萬 | 0.02% | −39,500−19.6% | 減碼 |
| Jane Street Group, LLC | 164,073 | $1,059 萬 | 0.02% | +83,302+103.1% | 加碼 |
| Prudential Financial Inc | 166,994 | $1,077 萬 | 0.02% | +33,350+25.0% | 加碼 |
| UBS Group AG | 167,110 | $1,078 萬 | 0.00% | +37,988+29.4% | 加碼 |
| State of Wisconsin Investment Board | 171,790 | $1,108 萬 | 0.03% | +16,853+10.9% | 加碼 |
| FMR LLC | 172,106 | $1,110 萬 | 0.00% | −324,313−65.3% | 減碼 |
| Two Sigma Investments, LP | 172,929 | $1,116 萬 | 0.02% | −51,118−22.8% | 減碼 |
| AQR Capital Management LLC | 175,146 | $1,130 萬 | 0.01% | +49,007+38.9% | 加碼 |
| Raymond James Financial Inc | 182,729 | $1,179 萬 | 0.00% | −52,981−22.5% | 減碼 |
| Kennedy Capital Management, Inc. | 195,035 | $1,258 萬 | 0.30% | +128,652+193.8% | 加碼 |
| Public Sector Pension Investment Board | 197,341 | $1,273 萬 | 0.06% | +62,198+46.0% | 加碼 |
| Epoch Investment Partners, Inc. | 201,143 | $1,298 萬 | 0.07% | +1,481+0.7% | 加碼 |
| Voss Capital, LLC | 207,704 | $1,340 萬 | 1.03% | +207,704 | 新進 |
| Algert Global LLC | 221,730 | $1,431 萬 | 0.35% | +48,096+27.7% | 加碼 |
| Militia Capital Partners, LP | 222,000 | $1,432 萬 | 5.81% | +198,000+825.0% | 加碼 |
| Ategra Capital Management, LLC | 235,093 | $1,517 萬 | 12.26% | +20,813+9.7% | 加碼 |
| Voloridge Investment Management, LLC | 271,553 | $1,752 萬 | 0.06% | −112,102−29.2% | 減碼 |
| Pembroke Management, LTD | 274,572 | $1,772 萬 | 2.58% | +16,282+6.3% | 加碼 |
| Stieven Capital Advisors, L.P. | 283,759 | $1,831 萬 | 3.55% | +48,100+20.4% | 加碼 |
| Invesco Ltd. | 327,238 | $2,111 萬 | 0.00% | −157,323−32.5% | 減碼 |
| Goldman Sachs Group Inc | 343,267 | $2,215 萬 | 0.00% | −334,420−49.3% | 減碼 |
| Principal Financial Group Inc | 347,799 | $2,244 萬 | 0.01% | +9,881+2.9% | 加碼 |
| Bragg Financial Advisors, Inc | 353,950 | $2,284 萬 | 0.94% | −44,414−11.1% | 減碼 |
| JPMorgan Chase & Co | 356,161 | $2,298 萬 | 0.00% | −54,429−13.3% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 364,026 | $2,349 萬 | 1.67% | +628+0.2% | 加碼 |
| Wellington Management Group LLP | 377,079 | $2,433 萬 | 0.00% | −264,172−41.2% | 減碼 |
| Jarislowsky, Fraser Ltd | 383,295 | $2,473 萬 | 0.15% | −21,644−5.3% | 減碼 |
| Bank of New York Mellon Corp | 394,144 | $2,543 萬 | 0.01% | −16,737−4.1% | 減碼 |
| Shaker Investments LLC | 423,078 | $2,730 萬 | 13.15% | −2,953−0.7% | 減碼 |
| Loomis Sayles & Co L P | 429,898 | $2,774 萬 | 0.04% | −9,836−2.2% | 減碼 |
| Boston Partners | 504,815 | $3,119 萬 | 0.04% | +77,730+18.2% | 加碼 |
| Emerald Advisers, LLC | 533,586 | $3,443 萬 | 1.55% | +54,466+11.4% | 加碼 |
| Nuveen, LLC | 546,190 | $3,524 萬 | 0.01% | +546,190 | 新進 |
| Citadel Advisors LLC | 601,529 | $3,881 萬 | 0.04% | +395,894+192.5% | 加碼 |
| Morgan Stanley | 605,933 | $3,909 萬 | 0.00% | −98,699−14.0% | 減碼 |
| Charles Schwab Investment Management Inc | 657,782 | $4,244 萬 | 0.01% | −13,341−2.0% | 減碼 |
| Ameriprise Financial Inc | 681,878 | $4,399 萬 | 0.01% | +4,332+0.6% | 加碼 |
| Geneva Capital Management LLC | 697,248 | $4,499 萬 | 0.84% | −2,652−0.4% | 減碼 |
| Northern Trust Corp | 730,135 | $4,711 萬 | 0.01% | −12,702−1.7% | 減碼 |
| Wasatch Advisors Inc | 1,014,056 | $6,543 萬 | 0.37% | −43,520−4.1% | 減碼 |
| Davis Asset Management, L.P. | 1,457,219 | $9,402 萬 | 3.91% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,546,008 | $9,977 萬 | 0.01% | +57,749+3.9% | 加碼 |
| American Century Companies Inc | 2,151,229 | $1.39 億 | 0.09% | +276,450+14.7% | 加碼 |
| Dimensional Fund Advisors LP | 2,449,370 | $1.58 億 | 0.04% | −130,028−5.0% | 減碼 |
| State Street Corp | 2,925,122 | $1.89 億 | 0.01% | −402,598−12.1% | 減碼 |
| Vanguard Group Inc | 6,024,418 | $3.89 億 | 0.01% | −105,184−1.7% | 減碼 |
| BlackRock, Inc. | 8,293,081 | $5.35 億 | 0.01% | +3,8660.0% | 加碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −756−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −289,723−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −49,958−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −49,753−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −39,932−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −31,051−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −26,961−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −17,313−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −16,906−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −14,223−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,858−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,567−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,684−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,527−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −7,322−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −6,266−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −5,546−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,357−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −5,300−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,259−100.0% | 清倉 |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −5,080−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −4,800−100.0% | 清倉 |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −4,629−100.0% | 清倉 |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −3,907−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −3,738−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,418−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,937−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,879−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,867−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,486−100.0% | 清倉 |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −1,305−100.0% | 清倉 |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −940−100.0% | 清倉 |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −880−100.0% | 清倉 |
| Investment Research & Advisory Group, Inc. | 0 | $0 | 0.00% | −504−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −263−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |