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 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
- 4,479 萬
- 較 2025 年第 1 季 −107.7 萬 (−2.3%)
- 總市值
- $34.1 億
- 較 2025 年第 1 季 +$4.49 億 (+15.2%)
- 新進機構
- 51
- 另有 129 家加碼
- 清倉機構
- 35
- 另有 127 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 | $47.1 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 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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 2,827 | $21.5 萬 | 0.00% | +2,827 | 新進 |
| Retirement Guys Formula LLC | 2,830 | $21.5 萬 | 0.08% | +2,830 | 新進 |
| Huntington National Bank | 2,852 | $21.7 萬 | 0.00% | −317−10.0% | 減碼 |
| Neuberger Berman Group LLC | 2,866 | $21.8 萬 | 0.00% | −245−7.9% | 減碼 |
| Merit Financial Group, LLC | 2,881 | $21.9 萬 | 0.00% | +2,881 | 新進 |
| Coldstream Capital Management Inc | 2,988 | $22.7 萬 | 0.00% | +2,859+2,216.3% | 加碼 |
| Simplex Trading, LLC | 3,101 | $23.5 萬 | 0.01% | +3,101 | 新進 |
| Bourgeon Capital Management LLC | 3,200 | $24.3 萬 | 0.05% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 3,252 | $24.7 萬 | 0.01% | −44−1.3% | 減碼 |
| Hohimer Wealth Management, LLC | 3,393 | $25.8 萬 | 0.05% | +3,393 | 新進 |
| STRS Ohio | 3,400 | $25.9 萬 | 0.00% | +400+13.3% | 加碼 |
| Entropy Technologies, LP | 3,500 | $26.6 萬 | 0.02% | +3,500 | 新進 |
| Mackenzie Financial Corp | 3,525 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 3,600 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Vestcor Inc | 3,613 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Horizon Investment Services, LLC | 3,673 | $27.9 萬 | 0.12% | +3,673 | 新進 |
| Vontobel Holding Ltd. | 3,675 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,700 | $28.1 萬 | 0.00% | +273+8.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,709 | $28.2 萬 | 0.00% | +1,227+49.4% | 加碼 |
| JustInvest LLC | 3,758 | $28.6 萬 | 0.00% | −213−5.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,799 | $28.9 萬 | 0.00% | +4+0.1% | 加碼 |
| Pensionmark Financial Group, LLC | 3,936 | $29.9 萬 | 0.01% | +115+3.0% | 加碼 |
| Verdence Capital Advisors LLC | 4,004 | $30.4 萬 | 0.02% | +206+5.4% | 加碼 |
| SkyOak Wealth, LLC | 4,078 | $31.0 萬 | 0.06% | 00.0% | 不變 |
| Vise Technologies, Inc. | 4,201 | $31.9 萬 | 0.01% | +4,201 | 新進 |
| Profund Advisors LLC | 4,218 | $32.1 萬 | 0.01% | −246−5.5% | 減碼 |
| Creative Planning | 4,318 | $32.8 萬 | 0.00% | −91−2.1% | 減碼 |
| Pallas Capital Advisors LLC | 4,370 | $33.2 萬 | 0.01% | +602+16.0% | 加碼 |
| Graham Capital Management, L.P. | 4,432 | $33.7 萬 | 0.01% | +4,432 | 新進 |
| Foyston, Gordon, & Payne Inc | 4,541 | $34.5 萬 | 0.08% | +820+22.0% | 加碼 |
| Venturi Wealth Management, LLC | 4,600 | $35.0 萬 | 0.02% | +600+15.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 4,631 | $35.2 萬 | 0.08% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 4,690 | $35.7 萬 | 0.01% | +540+13.0% | 加碼 |
| Advisor Group Holdings, Inc. | 4,845 | $36.8 萬 | 0.00% | −235−4.6% | 減碼 |
| Mutual Advisors, LLC | 4,482 | $38.0 萬 | 0.01% | +765+20.6% | 加碼 |
| Numerai GP LLC | 5,113 | $38.9 萬 | 0.06% | +183+3.7% | 加碼 |
| Jump Financial, LLC | 5,211 | $39.6 萬 | 0.00% | +5,211 | 新進 |
| Ameritas Investment Partners, Inc. | 5,322 | $40.5 萬 | 0.01% | −206−3.7% | 減碼 |
| Everence Capital Management Inc | 5,330 | $40.5 萬 | 0.03% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 5,335 | $40.6 萬 | 0.05% | +5,335 | 新進 |
| Marshall Wace, LLP | 5,366 | $40.8 萬 | 0.00% | −2,500−31.8% | 減碼 |
| Verition Fund Management LLC | 5,386 | $41.0 萬 | 0.00% | +555+11.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 5,410 | $41.1 萬 | 0.01% | +293+5.7% | 加碼 |
| Engineers Gate Manager LP | 5,411 | $41.1 萬 | 0.01% | −13,886−72.0% | 減碼 |
| Cetera Trust Company, N.A | 5,470 | $41.6 萬 | 0.25% | +340+6.6% | 加碼 |
| Alps Advisors Inc | 5,716 | $43.5 萬 | 0.00% | +69+1.2% | 加碼 |
| Optimize Financial Inc | 5,824 | $44.3 萬 | 0.27% | −40−0.7% | 減碼 |
| Lido Advisors, LLC | 5,842 | $44.4 萬 | 0.00% | +5,842 | 新進 |
| Guggenheim Capital LLC | 5,876 | $44.7 萬 | 0.00% | +468+8.7% | 加碼 |
| James Investment Research Inc | 6,172 | $46.9 萬 | 0.06% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 6,360 | $48.4 萬 | 0.04% | −6−0.1% | 減碼 |
| DRW Securities, LLC | 6,398 | $48.7 萬 | 0.03% | +6,398 | 新進 |
| CIBC World Markets Corp | 6,423 | $48.8 萬 | 0.00% | −5,703−47.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 6,505 | $49.5 萬 | 0.00% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 6,523 | $49.6 萬 | 0.03% | 00.0% | 不變 |
| HighTower Advisors, LLC | 6,527 | $49.6 萬 | 0.00% | −251−3.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,619 | $50.3 萬 | 0.00% | −424−6.0% | 減碼 |
| National Philanthropic Trust | 6,685 | $50.8 萬 | 0.01% | +2,685+67.1% | 加碼 |
| Mutual of America Capital Management LLC | 6,880 | $52.3 萬 | 0.01% | −1,019−12.9% | 減碼 |
| Stifel Financial Corp | 7,140 | $54.3 萬 | 0.00% | −21−0.3% | 減碼 |
| Oak Associates, Ltd | 7,142 | $54.3 萬 | 0.04% | +7,142 | 新進 |
| Avantax Advisory Services, Inc. | 7,250 | $55.1 萬 | 0.00% | +62+0.9% | 加碼 |
| Xponance, Inc. | 7,297 | $55.5 萬 | 0.00% | −821−10.1% | 減碼 |
| ISAM Funds (UK) Ltd | 7,413 | $56.4 萬 | 0.12% | +7,413 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 7,448 | $56.6 萬 | 0.00% | +7,448 | 新進 |
| Csenge Advisory Group | 8,229 | $57.2 萬 | 0.03% | −48−0.6% | 減碼 |
| Pictet Asset Management Holding SA | 7,583 | $57.7 萬 | 0.00% | −923−10.9% | 減碼 |
| Readystate Asset Management LP | 7,766 | $59.1 萬 | 0.02% | +7,766 | 新進 |
| MML Investors Services, LLC | 7,822 | $59.5 萬 | 0.00% | +1,978+33.8% | 加碼 |
| Jupiter Asset Management Ltd | 8,104 | $61.6 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 8,197 | $62.3 萬 | 0.00% | +141+1.8% | 加碼 |
| Cim Investment Mangement Inc | 8,658 | $63.1 萬 | 0.12% | +4,345+100.7% | 加碼 |
| Pinnacle Associates Ltd | 8,400 | $63.9 萬 | 0.01% | −200−2.3% | 減碼 |
| Teacher Retirement System of Texas | 8,530 | $64.9 萬 | 0.00% | +601+7.6% | 加碼 |
| Mariner, LLC | 8,566 | $65.1 萬 | 0.00% | +1,832+27.2% | 加碼 |
| Jones Financial Companies LLLP | 8,544 | $65.7 萬 | 0.00% | +920+12.1% | 加碼 |
| Premier Fund Managers Ltd | 8,721 | $66.9 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 9,075 | $69.0 萬 | 0.02% | +6,947+326.5% | 加碼 |
| Integrated Advisors Network LLC | 9,206 | $70.0 萬 | 0.03% | +9,206 | 新進 |
| Squarepoint Ops LLC | 9,389 | $71.4 萬 | 0.00% | −22,291−70.4% | 減碼 |
| XTX Topco Ltd | 9,677 | $73.6 萬 | 0.03% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,847 | $74.9 萬 | 0.00% | 00.0% | 不變 |
| Summit Global Investments | 9,988 | $75.9 萬 | 0.04% | +159+1.6% | 加碼 |
| CWM, LLC | 10,233 | $77.8 萬 | 0.00% | +2,527+32.8% | 加碼 |
| EJF Capital LLC | 10,256 | $78.0 萬 | 0.62% | +256+2.6% | 加碼 |
| Aviso Financial Inc. | 10,329 | $78.5 萬 | 0.04% | −191−1.8% | 減碼 |
| Great Lakes Advisors, LLC | 10,348 | $78.7 萬 | 0.01% | +114+1.1% | 加碼 |
| Hussman Strategic Advisors, Inc. | 10,500 | $79.8 萬 | 0.18% | +4,200+66.7% | 加碼 |
| Inspire Advisors, LLC | 10,565 | $80.3 萬 | 0.08% | +572+5.7% | 加碼 |
| Sterling Capital Management LLC | 10,780 | $82.0 萬 | 0.01% | +408+3.9% | 加碼 |
| TD Asset Management Inc | 10,968 | $83.4 萬 | 0.00% | +573+5.5% | 加碼 |
| Nisa Investment Advisors, LLC | 11,265 | $85.7 萬 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 11,456 | $87.1 萬 | 0.00% | +782+7.3% | 加碼 |
| Hancock Whitney Corp | 11,547 | $87.8 萬 | 0.02% | +101+0.9% | 加碼 |
| Cerity Partners LLC | 11,565 | $87.9 萬 | 0.00% | +1,075+10.2% | 加碼 |
| Handelsbanken Fonder AB | 11,595 | $88.2 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 11,660 | $88.7 萬 | 0.00% | −1,200−9.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 10,586 | $88.8 萬 | 0.00% | +2,569+32.0% | 加碼 |
| HSBC Holdings PLC | 11,686 | $89.7 萬 | 0.00% | +3,702+46.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 11,910 | $90.6 萬 | 0.01% | −130−1.1% | 減碼 |