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。
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 | 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 |
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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 7,070 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 7,043 | $45.4 萬 | 0.00% | +2,031+40.5% | 加碼 |
| HighTower Advisors, LLC | 6,778 | $43.7 萬 | 0.00% | −6,570−49.2% | 減碼 |
| Mariner, LLC | 6,734 | $43.4 萬 | 0.00% | +331+5.2% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 6,523 | $42.1 萬 | 0.03% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 6,505 | $42.0 萬 | 0.00% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 6,366 | $41.1 萬 | 0.04% | +6+0.1% | 加碼 |
| Hussman Strategic Advisors, Inc. | 6,300 | $40.6 萬 | 0.10% | 00.0% | 不變 |
| Moran Wealth Management, LLC | 6,195 | $40.0 萬 | 0.01% | +649+11.7% | 加碼 |
| James Investment Research Inc | 6,172 | $39.8 萬 | 0.05% | 00.0% | 不變 |
| Optimize Financial Inc | 5,864 | $37.8 萬 | 0.14% | +580+11.0% | 加碼 |
| MML Investors Services, LLC | 5,844 | $37.7 萬 | 0.00% | +1,419+32.1% | 加碼 |
| PharVision Advisers, LLC | 5,812 | $37.5 萬 | 0.52% | +5,812 | 新進 |
| Alps Advisors Inc | 5,647 | $36.4 萬 | 0.00% | +119+2.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,528 | $35.7 萬 | 0.01% | −189−3.3% | 減碼 |
| Guggenheim Capital LLC | 5,408 | $34.9 萬 | 0.00% | +1,709+46.2% | 加碼 |
| Everence Capital Management Inc | 5,330 | $34.4 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 5,169 | $33.4 萬 | 0.00% | +501+10.7% | 加碼 |
| Cetera Trust Company, N.A | 5,130 | $33.1 萬 | 0.21% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 5,117 | $33.0 萬 | 0.01% | +5,117 | 新進 |
| Advisor Group Holdings, Inc. | 5,080 | $32.8 萬 | 0.00% | +1,065+26.5% | 加碼 |
| Numerai GP LLC | 4,930 | $31.8 萬 | 0.06% | −18,484−78.9% | 減碼 |
| Verition Fund Management LLC | 4,831 | $31.2 萬 | 0.00% | −19,383−80.0% | 減碼 |
| Choate Investment Advisors | 4,759 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 4,631 | $29.9 萬 | 0.07% | 00.0% | 不變 |
| Profund Advisors LLC | 4,464 | $28.8 萬 | 0.01% | −2,848−38.9% | 減碼 |
| Creative Planning | 4,409 | $28.4 萬 | 0.00% | +283+6.9% | 加碼 |
| Cim Investment Mangement Inc | 4,313 | $27.8 萬 | 0.06% | −103−2.3% | 減碼 |
| Jain Global LLC | 4,228 | $27.3 萬 | 0.01% | +898+27.0% | 加碼 |
| Cresset Asset Management, LLC | 4,205 | $27.1 萬 | 0.00% | +447+11.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,150 | $26.8 萬 | 0.01% | +4,150 | 新進 |
| TownSquare Capital, LLC | 4,100 | $26.5 萬 | 0.00% | +537+15.1% | 加碼 |
| SkyOak Wealth, LLC | 4,078 | $26.3 萬 | 0.06% | −616−13.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,625 | $26.1 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| JustInvest LLC | 3,971 | $25.6 萬 | 0.00% | +3,971 | 新進 |
| Pensionmark Financial Group, LLC | 3,821 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 3,798 | $24.5 萬 | 0.02% | +3,798 | 新進 |
| Crossmark Global Holdings, Inc. | 3,795 | $24.5 萬 | 0.00% | −35−0.9% | 減碼 |
| Raiffeisen Bank International AG | 3,845 | $24.4 萬 | 0.00% | +832+27.6% | 加碼 |
| Pallas Capital Advisors LLC | 3,768 | $24.3 萬 | 0.01% | +3,768 | 新進 |
| Foyston, Gordon, & Payne Inc | 3,721 | $24.0 萬 | 0.06% | +3,721 | 新進 |
| Vontobel Holding Ltd. | 3,675 | $23.7 萬 | 0.00% | +117+3.3% | 加碼 |
| Mutual Advisors, LLC | 3,717 | $23.3 萬 | 0.01% | −168−4.3% | 減碼 |
| Vestcor Inc | 3,613 | $23.3 萬 | 0.01% | −12,865−78.1% | 減碼 |
| Earnest Partners LLC | 3,600 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| Quadrature Capital Ltd | 3,532 | $22.8 萬 | 0.01% | −4,527−56.2% | 減碼 |
| Mackenzie Financial Corp | 3,525 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,427 | $22.1 萬 | 0.00% | +241+7.6% | 加碼 |
| Vicus Capital | 3,396 | $21.9 萬 | 0.02% | +3,396 | 新進 |
| Advantage Alpha Capital Partners LP | 3,321 | $21.4 萬 | 0.05% | −5,150−60.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 3,296 | $21.3 萬 | 0.01% | +67+2.1% | 加碼 |
| United Services Automobile Association | 3,336 | $21.2 萬 | 0.01% | +3,336 | 新進 |
| Aigen Investment Management, LP | 3,220 | $20.8 萬 | 0.03% | −1,306−28.9% | 減碼 |
| Bourgeon Capital Management LLC | 3,200 | $20.6 萬 | 0.04% | 00.0% | 不變 |
| GTS Securities LLC | 3,197 | $20.6 萬 | 0.01% | −1,540−32.5% | 減碼 |
| Huntington National Bank | 3,169 | $20.4 萬 | 0.00% | −226−6.7% | 減碼 |
| Defined Financial Planning LLC | 3,163 | $20.4 萬 | 0.21% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 3,111 | $20.1 萬 | 0.00% | +3,111 | 新進 |
| STRS Ohio | 3,000 | $19.4 萬 | 0.00% | −400−11.8% | 減碼 |
| New Age Alpha Advisors, LLC | 2,769 | $17.9 萬 | 0.01% | −48,854−94.6% | 減碼 |
| Palouse Capital Management, Inc. | 2,649 | $17.1 萬 | 0.12% | +718+37.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,482 | $16.0 萬 | 0.00% | −100−3.9% | 減碼 |
| KBC Group NV | 2,469 | $15.9 萬 | 0.00% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,374 | $15.3 萬 | 0.00% | −11,674−83.1% | 減碼 |
| Covestor Ltd | 2,274 | $14.7 萬 | 0.10% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,128 | $13.7 萬 | 0.00% | −5,619−72.5% | 減碼 |
| Advisors Asset Management, Inc. | 2,068 | $13.3 萬 | 0.00% | −460−18.2% | 減碼 |
| US Bancorp | 1,917 | $12.4 萬 | 0.00% | +58+3.1% | 加碼 |
| Quarry LP | 1,849 | $11.9 萬 | 0.03% | +1,849 | 新進 |
| GAMMA Investing LLC | 1,834 | $11.8 萬 | 0.01% | +516+39.2% | 加碼 |
| State of Wyoming | 1,582 | $10.2 萬 | 0.01% | +34+2.2% | 加碼 |
| National Bank of Canada | 1,566 | $10.1 萬 | 0.00% | −487−23.7% | 減碼 |
| MAI Capital Management | 1,500 | $9.68 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,519 | $9.65 萬 | 0.01% | +10+0.7% | 加碼 |
| Parkside Financial Bank & Trust | 1,083 | $6.99 萬 | 0.01% | −178−14.1% | 減碼 |
| SRS Capital Advisors, Inc. | 986 | $6.36 萬 | 0.00% | −111−10.1% | 減碼 |
| GWM Advisors LLC | 900 | $5.81 萬 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 896 | $5.78 萬 | 0.03% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 740 | $4.77 萬 | 0.04% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 509 | $3.28 萬 | 0.00% | +11+2.2% | 加碼 |
| Quadrant Capital Group LLC | 508 | $3.28 萬 | 0.00% | +37+7.9% | 加碼 |
| Farther Finance Advisors, LLC | 477 | $3.07 萬 | 0.00% | −150−23.9% | 減碼 |
| TD Waterhouse Canada Inc. | 467 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 446 | $2.88 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 445 | $2.87 萬 | 0.00% | +59+15.3% | 加碼 |
| Kathleen S. Wright Associates Inc. | 426 | $2.75 萬 | 0.01% | 00.0% | 不變 |
| PrairieView Partners, LLC | 400 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 364 | $2.35 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 346 | $2.23 萬 | 0.00% | −284−45.1% | 減碼 |
| Picton Mahoney Asset Management | 328 | $2.10 萬 | 0.00% | +328 | 新進 |
| Armstrong Advisory Group, Inc | 292 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 310 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 305 | $2.00 萬 | 0.00% | +99+48.1% | 加碼 |
| Kestra Investment Management, LLC | 277 | $1.79 萬 | 0.00% | −471−63.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 256 | $1.65 萬 | 0.00% | +4+1.6% | 加碼 |
| First Horizon Advisors, Inc. | 222 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Clark Wealth Partners | 220 | $1.42 萬 | 0.01% | 00.0% | 不變 |
| Danske Bank A/S | 200 | $1.29 萬 | 0.00% | 00.0% | 不變 |