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 $47.3 億；沒有大師持有。
2025 年第 2 季 13F 持有人
Axos Financial, Inc. 在 2025/6/30 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
- 365
- 較 2025 年第 1 季 +16 家
- 持有股數
- 4,505 萬
- 較 2025 年第 1 季 −83.7 萬 (−1.8%)
- 總市值
- $34.3 億
- 較 2025 年第 1 季 +$4.67 億 (+15.8%)
- 新進機構
- 51
- 另有 129 家加碼
- 清倉機構
- 35
- 另有 128 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | $47.3 億 |
| 2026 年第 1 季 | 387 | $40.7 億 |
| 2025 年第 4 季 | 379 | $39.7 億 |
| 2025 年第 3 季 | 382 | $38.6 億 |
| 2025 年第 2 季 | 365 | $34.3 億 |
| 2025 年第 1 季 | 352 | $29.7 億 |
| 2024 年第 4 季 | 356 | $33.1 億 |
| 2024 年第 3 季 | 335 | $30.2 億 |
| 2024 年第 2 季 | 318 | $28.1 億 |
| 2024 年第 1 季 | 310 | $27.4 億 |
| 2023 年第 4 季 | 303 | $28.4 億 |
| 2023 年第 3 季 | 261 | $18.3 億 |
| 2023 年第 2 季 | 260 | $19.0 億 |
| 2023 年第 1 季 | 256 | $17.9 億 |
| 2022 年第 4 季 | 244 | $18.0 億 |
| 2022 年第 3 季 | 252 | $16.2 億 |
| 2022 年第 2 季 | 239 | $16.9 億 |
| 2022 年第 1 季 | 248 | $21.4 億 |
| 2021 年第 4 季 | 244 | $25.6 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,963,974 | $6.06 億 | 0.01% | −329,107−4.0% | 減碼 |
| Vanguard Group Inc | 5,939,919 | $4.52 億 | 0.01% | −84,499−1.4% | 減碼 |
| State Street Corp | 2,652,478 | $2.02 億 | 0.01% | −272,644−9.3% | 減碼 |
| American Century Companies Inc | 2,378,121 | $1.81 億 | 0.10% | +226,892+10.5% | 加碼 |
| Dimensional Fund Advisors LP | 2,327,530 | $1.77 億 | 0.04% | −121,840−5.0% | 減碼 |
| Geode Capital Management, LLC | 1,521,624 | $1.16 億 | 0.01% | −24,384−1.6% | 減碼 |
| Davis Asset Management, L.P. | 1,457,219 | $1.11 億 | 4.31% | 00.0% | 不變 |
| Wasatch Advisors Inc | 909,055 | $6,912 萬 | 0.36% | −105,001−10.4% | 減碼 |
| Ameriprise Financial Inc | 740,652 | $5,632 萬 | 0.01% | +58,774+8.6% | 加碼 |
| Geneva Capital Management LLC | 739,374 | $5,622 萬 | 0.94% | +42,126+6.0% | 加碼 |
| Northern Trust Corp | 679,663 | $5,168 萬 | 0.01% | −50,472−6.9% | 減碼 |
| Charles Schwab Investment Management Inc | 644,574 | $4,901 萬 | 0.01% | −13,208−2.0% | 減碼 |
| Morgan Stanley | 599,903 | $4,562 萬 | 0.00% | −6,030−1.0% | 減碼 |
| Emerald Advisers, LLC | 553,591 | $4,210 萬 | 1.54% | +20,005+3.7% | 加碼 |
| Nuveen, LLC | 517,848 | $3,938 萬 | 0.01% | −28,342−5.2% | 減碼 |
| Citadel Advisors LLC | 483,001 | $3,673 萬 | 0.03% | −118,528−19.7% | 減碼 |
| Shaker Investments LLC | 410,372 | $3,120 萬 | 12.77% | −12,706−3.0% | 減碼 |
| Millennium Management LLC | 396,654 | $3,016 萬 | 0.03% | +239,033+151.7% | 加碼 |
| Boston Partners | 381,931 | $2,959 萬 | 0.03% | −122,884−24.3% | 減碼 |
| Jarislowsky, Fraser Ltd | 386,660 | $2,940 萬 | 0.17% | +3,365+0.9% | 加碼 |
| Bank of New York Mellon Corp | 384,503 | $2,924 萬 | 0.01% | −9,641−2.4% | 減碼 |
| Wellington Management Group LLP | 377,066 | $2,867 萬 | 0.01% | −130.0% | 減碼 |
| Loomis Sayles & Co L P | 364,970 | $2,775 萬 | 0.03% | −64,928−15.1% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 364,026 | $2,768 萬 | 1.69% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 354,072 | $2,692 萬 | 0.96% | +1220.0% | 加碼 |
| Principal Financial Group Inc | 327,788 | $2,492 萬 | 0.01% | −20,011−5.8% | 減碼 |
| Algert Global LLC | 312,070 | $2,373 萬 | 0.50% | +90,340+40.7% | 加碼 |
| Goldman Sachs Group Inc | 295,436 | $2,246 萬 | 0.00% | −47,831−13.9% | 減碼 |
| Stieven Capital Advisors, L.P. | 284,059 | $2,160 萬 | 4.22% | +300+0.1% | 加碼 |
| JPMorgan Chase & Co | 279,984 | $2,129 萬 | 0.00% | −76,177−21.4% | 減碼 |
| Pembroke Management, LTD | 266,983 | $2,030 萬 | 2.46% | −7,589−2.8% | 減碼 |
| Invesco Ltd. | 263,972 | $2,007 萬 | 0.00% | −63,266−19.3% | 減碼 |
| Militia Capital Partners, LP | 258,000 | $1,962 萬 | 4.63% | +36,000+16.2% | 加碼 |
| Royal Bank of Canada | 252,766 | $1,922 萬 | 0.00% | +143,780+131.9% | 加碼 |
| Kennedy Capital Management, Inc. | 248,962 | $1,893 萬 | 0.45% | +53,927+27.6% | 加碼 |
| AQR Capital Management LLC | 235,766 | $1,793 萬 | 0.01% | +60,620+34.6% | 加碼 |
| Ategra Capital Management, LLC | 220,216 | $1,675 萬 | 13.31% | −14,877−6.3% | 減碼 |
| Public Sector Pension Investment Board | 207,287 | $1,576 萬 | 0.07% | +9,946+5.0% | 加碼 |
| Voloridge Investment Management, LLC | 192,038 | $1,460 萬 | 0.05% | −79,515−29.3% | 減碼 |
| FMR LLC | 184,630 | $1,404 萬 | 0.00% | +12,524+7.3% | 加碼 |
| Raymond James Financial Inc | 180,105 | $1,370 萬 | 0.00% | −2,624−1.4% | 減碼 |
| Edgestream Partners, L.P. | 165,283 | $1,257 萬 | 0.35% | +110,136+199.7% | 加碼 |
| State of Wisconsin Investment Board | 164,283 | $1,249 萬 | 0.03% | −7,507−4.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 158,801 | $1,244 萬 | 0.02% | +39,515+33.1% | 加碼 |
| UBS Group AG | 161,309 | $1,227 萬 | 0.00% | −5,801−3.5% | 減碼 |
| Two Sigma Investments, LP | 160,222 | $1,218 萬 | 0.02% | −12,707−7.3% | 減碼 |
| Rhumbline Advisers | 159,604 | $1,214 萬 | 0.01% | +2,958+1.9% | 加碼 |
| UBS Asset Management Americas Inc | 156,351 | $1,189 萬 | 0.00% | +46,451+42.3% | 加碼 |
| Gator Capital Management, LLC | 153,230 | $1,165 萬 | 3.63% | 00.0% | 不變 |
| Legal & General Group Plc | 145,962 | $1,110 萬 | 0.00% | +1,028+0.7% | 加碼 |
| Bank of America Corp | 143,423 | $1,091 萬 | 0.00% | −5,879−3.9% | 減碼 |
| Prudential Financial Inc | 140,802 | $1,071 萬 | 0.01% | −26,192−15.7% | 減碼 |
| Franklin Resources Inc | 138,987 | $1,057 萬 | 0.00% | −12,523−8.3% | 減碼 |
| First Eagle Investment Management, LLC | 135,172 | $1,028 萬 | 0.02% | −27,100−16.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 134,914 | $1,026 萬 | 0.07% | −5,200−3.7% | 減碼 |
| Barclays PLC | 131,585 | $1,001 萬 | 0.00% | +32,256+32.5% | 加碼 |
| Boothbay Fund Management, LLC | 126,760 | $963.9 萬 | 0.29% | +126,760 | 新進 |
| D. E. Shaw & Co., Inc. | 114,278 | $869.0 萬 | 0.01% | +6,247+5.8% | 加碼 |
| Swiss National Bank | 103,600 | $787.8 萬 | 0.00% | −1,500−1.4% | 減碼 |
| Royce & Associates LP | 103,593 | $787.7 萬 | 0.08% | +10,503+11.3% | 加碼 |
| Citigroup Inc | 100,652 | $765.4 萬 | 0.01% | −27,158−21.2% | 減碼 |
| Kestrel Investment Management Corp | 99,350 | $755.4 萬 | 4.52% | −4,700−4.5% | 減碼 |
| Susquehanna International Group, LLP | 98,625 | $749.9 萬 | 0.01% | −5,263−5.1% | 減碼 |
| Lord, Abbett & Co. LLC | 96,620 | $734.7 萬 | 0.02% | −32,713−25.3% | 減碼 |
| Fred Alger Management, LLC | 96,616 | $705.9 萬 | 0.03% | +89,546+1,266.6% | 加碼 |
| TCW Group Inc | 89,720 | $682.2 萬 | 0.05% | −2,300−2.5% | 減碼 |
| Jane Street Group, LLC | 88,077 | $669.7 萬 | 0.01% | −75,996−46.3% | 減碼 |
| Ci Investments Inc. | 87,107 | $662.4 萬 | 0.02% | +400+0.5% | 加碼 |
| Osterweis Capital Management Inc | 84,960 | $646.0 萬 | 0.31% | +84,960 | 新進 |
| AXA S.A. | 84,600 | $643.3 萬 | 0.02% | 00.0% | 不變 |
| Renaissance Group LLC | 84,190 | $640.2 萬 | 0.25% | +20,109+31.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 82,220 | $625.2 萬 | 0.00% | +82,220 | 新進 |
| Russell Investments Group, Ltd. | 77,783 | $591.5 萬 | 0.01% | +38,231+96.7% | 加碼 |
| First Trust Advisors LP | 76,602 | $582.5 萬 | 0.00% | −60,980−44.3% | 減碼 |
| Deutsche Bank AG | 75,929 | $577.4 萬 | 0.00% | −11,824−13.5% | 減碼 |
| Bridgeway Capital Management, LLC | 75,200 | $571.8 萬 | 0.14% | −13,000−14.7% | 減碼 |
| Empowered Funds, LLC | 74,853 | $569.2 萬 | 0.06% | +58,949+370.7% | 加碼 |
| S&T Bank | 72,992 | $555.0 萬 | 1.69% | −3,146−4.1% | 減碼 |
| Envestnet Asset Management Inc | 63,533 | $483.1 萬 | 0.00% | +13,131+26.1% | 加碼 |
| Alliancebernstein L.P. | 62,700 | $476.8 萬 | 0.00% | −3,685−5.6% | 減碼 |
| Great West Life Assurance Co | 56,153 | $427.6 萬 | 0.01% | −766−1.3% | 減碼 |
| Empirical Finance, LLC | 54,633 | $415.4 萬 | 0.22% | +13,118+31.6% | 加碼 |
| PMC FIG Opportunities LLC | 54,459 | $414.1 萬 | 6.16% | +54,459 | 新進 |
| Rafferty Asset Management, LLC | 54,402 | $413.7 萬 | 0.01% | −9,996−15.5% | 減碼 |
| HRT Financial LP | 54,359 | $413.3 萬 | 0.02% | +12,408+29.6% | 加碼 |
| Assenagon Asset Management S.A. | 53,218 | $404.7 萬 | 0.01% | −1,401−2.6% | 減碼 |
| California State Teachers Retirement System | 49,973 | $380.0 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 49,519 | $376.5 萬 | 0.26% | +26,625+116.3% | 加碼 |
| Price T Rowe Associates Inc | 45,562 | $346.5 萬 | 0.00% | +2,773+6.5% | 加碼 |
| Wells Fargo & Company | 45,403 | $345.2 萬 | 0.00% | +2,581+6.0% | 加碼 |
| Epoch Investment Partners, Inc. | 45,391 | $345.2 萬 | 0.02% | −155,752−77.4% | 減碼 |
| Thrivent Financial for Lutherans | 45,332 | $345.1 萬 | 0.01% | −18,367−28.8% | 減碼 |
| Quantedge Capital Pte Ltd | 45,000 | $342.2 萬 | 3.13% | +23,400+108.3% | 加碼 |
| National Asset Management, Inc. | 43,428 | $330.2 萬 | 0.16% | −500−1.1% | 減碼 |
| New York State Teachers Retirement System | 43,026 | $327.2 萬 | 0.01% | 00.0% | 不變 |
| Intech Investment Management LLC | 42,289 | $321.6 萬 | 0.03% | +144+0.3% | 加碼 |
| Colony Group, LLC | 41,881 | $318.5 萬 | 0.01% | +716+1.7% | 加碼 |
| Connors Investor Services Inc | 40,043 | $304.5 萬 | 0.27% | +84+0.2% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 39,600 | $301.1 萬 | 0.13% | +7,000+21.5% | 加碼 |
| Argent Capital Management LLC | 39,275 | $298.6 萬 | 0.09% | +368+0.9% | 加碼 |