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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 96,616 | $705.9 萬 | 0.03% | +89,546+1,266.6% | 加碼 |
| Lord, Abbett & Co. LLC | 96,620 | $734.7 萬 | 0.02% | −32,713−25.3% | 減碼 |
| Susquehanna International Group, LLP | 98,625 | $749.9 萬 | 0.01% | −5,263−5.1% | 減碼 |
| Kestrel Investment Management Corp | 99,350 | $755.4 萬 | 4.52% | −4,700−4.5% | 減碼 |
| Citigroup Inc | 100,652 | $765.4 萬 | 0.01% | −27,158−21.2% | 減碼 |
| Royce & Associates LP | 103,593 | $787.7 萬 | 0.08% | +10,503+11.3% | 加碼 |
| Swiss National Bank | 103,600 | $787.8 萬 | 0.00% | −1,500−1.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 114,278 | $869.0 萬 | 0.01% | +6,247+5.8% | 加碼 |
| Royal Bank of Canada | 126,383 | $961.1 萬 | 0.00% | +17,397+16.0% | 加碼 |
| Boothbay Fund Management, LLC | 126,760 | $963.9 萬 | 0.30% | +126,760 | 新進 |
| Militia Capital Partners, LP | 129,000 | $980.9 萬 | 4.63% | −93,000−41.9% | 減碼 |
| Barclays PLC | 131,585 | $1,001 萬 | 0.00% | +32,256+32.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 134,914 | $1,026 萬 | 0.07% | −5,200−3.7% | 減碼 |
| First Eagle Investment Management, LLC | 135,172 | $1,028 萬 | 0.02% | −27,100−16.7% | 減碼 |
| Franklin Resources Inc | 138,987 | $1,057 萬 | 0.00% | −12,523−8.3% | 減碼 |
| Prudential Financial Inc | 140,802 | $1,071 萬 | 0.01% | −26,192−15.7% | 減碼 |
| Bank of America Corp | 143,423 | $1,091 萬 | 0.00% | −5,879−3.9% | 減碼 |
| Legal & General Group Plc | 145,962 | $1,110 萬 | 0.00% | +1,028+0.7% | 加碼 |
| Gator Capital Management, LLC | 153,230 | $1,165 萬 | 3.63% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 156,351 | $1,189 萬 | 0.00% | +46,451+42.3% | 加碼 |
| Rhumbline Advisers | 159,604 | $1,214 萬 | 0.01% | +2,958+1.9% | 加碼 |
| Two Sigma Investments, LP | 160,222 | $1,218 萬 | 0.02% | −12,707−7.3% | 減碼 |
| UBS Group AG | 161,309 | $1,227 萬 | 0.00% | −5,801−3.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 158,801 | $1,244 萬 | 0.02% | +39,515+33.1% | 加碼 |
| State of Wisconsin Investment Board | 164,283 | $1,249 萬 | 0.03% | −7,507−4.4% | 減碼 |
| Edgestream Partners, L.P. | 165,283 | $1,257 萬 | 0.35% | +110,136+199.7% | 加碼 |
| Raymond James Financial Inc | 180,105 | $1,370 萬 | 0.00% | −2,624−1.4% | 減碼 |
| FMR LLC | 184,630 | $1,404 萬 | 0.00% | +12,524+7.3% | 加碼 |
| Voloridge Investment Management, LLC | 192,038 | $1,460 萬 | 0.05% | −79,515−29.3% | 減碼 |
| Public Sector Pension Investment Board | 207,287 | $1,576 萬 | 0.07% | +9,946+5.0% | 加碼 |
| Ategra Capital Management, LLC | 220,216 | $1,675 萬 | 13.31% | −14,877−6.3% | 減碼 |
| AQR Capital Management LLC | 235,766 | $1,793 萬 | 0.01% | +60,620+34.6% | 加碼 |
| Kennedy Capital Management, Inc. | 248,962 | $1,893 萬 | 0.45% | +53,927+27.6% | 加碼 |
| Invesco Ltd. | 263,972 | $2,007 萬 | 0.00% | −63,266−19.3% | 減碼 |
| Pembroke Management, LTD | 266,983 | $2,030 萬 | 2.46% | −7,589−2.8% | 減碼 |
| JPMorgan Chase & Co | 279,984 | $2,129 萬 | 0.00% | −76,177−21.4% | 減碼 |
| Stieven Capital Advisors, L.P. | 284,059 | $2,160 萬 | 4.22% | +300+0.1% | 加碼 |
| Goldman Sachs Group Inc | 295,436 | $2,246 萬 | 0.00% | −47,831−13.9% | 減碼 |
| Algert Global LLC | 312,070 | $2,373 萬 | 0.50% | +90,340+40.7% | 加碼 |
| Principal Financial Group Inc | 327,788 | $2,492 萬 | 0.01% | −20,011−5.8% | 減碼 |
| Bragg Financial Advisors, Inc | 354,072 | $2,692 萬 | 0.96% | +1220.0% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 364,026 | $2,768 萬 | 1.69% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 364,970 | $2,775 萬 | 0.03% | −64,928−15.1% | 減碼 |
| Wellington Management Group LLP | 377,066 | $2,867 萬 | 0.01% | −130.0% | 減碼 |
| Bank of New York Mellon Corp | 384,503 | $2,924 萬 | 0.01% | −9,641−2.4% | 減碼 |
| Jarislowsky, Fraser Ltd | 386,660 | $2,940 萬 | 0.17% | +3,365+0.9% | 加碼 |
| Boston Partners | 381,931 | $2,959 萬 | 0.03% | −122,884−24.3% | 減碼 |
| Millennium Management LLC | 396,654 | $3,016 萬 | 0.03% | +239,033+151.7% | 加碼 |
| Shaker Investments LLC | 410,372 | $3,120 萬 | 12.77% | −12,706−3.0% | 減碼 |
| Citadel Advisors LLC | 483,001 | $3,673 萬 | 0.03% | −118,528−19.7% | 減碼 |
| Nuveen, LLC | 517,848 | $3,938 萬 | 0.01% | −28,342−5.2% | 減碼 |
| Emerald Advisers, LLC | 553,591 | $4,210 萬 | 1.54% | +20,005+3.7% | 加碼 |
| Morgan Stanley | 599,903 | $4,562 萬 | 0.00% | −6,030−1.0% | 減碼 |
| Charles Schwab Investment Management Inc | 644,574 | $4,901 萬 | 0.01% | −13,208−2.0% | 減碼 |
| Northern Trust Corp | 679,663 | $5,168 萬 | 0.01% | −50,472−6.9% | 減碼 |
| Geneva Capital Management LLC | 739,374 | $5,622 萬 | 0.94% | +42,126+6.0% | 加碼 |
| Ameriprise Financial Inc | 740,652 | $5,632 萬 | 0.01% | +58,774+8.6% | 加碼 |
| Wasatch Advisors Inc | 909,055 | $6,912 萬 | 0.36% | −105,001−10.4% | 減碼 |
| Davis Asset Management, L.P. | 1,457,219 | $1.11 億 | 4.31% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,521,624 | $1.16 億 | 0.01% | −24,384−1.6% | 減碼 |
| Dimensional Fund Advisors LP | 2,327,530 | $1.77 億 | 0.04% | −121,840−5.0% | 減碼 |
| American Century Companies Inc | 2,378,121 | $1.81 億 | 0.10% | +226,892+10.5% | 加碼 |
| State Street Corp | 2,652,478 | $2.02 億 | 0.01% | −272,644−9.3% | 減碼 |
| Vanguard Group Inc | 5,939,919 | $4.52 億 | 0.01% | −84,499−1.4% | 減碼 |
| BlackRock, Inc. | 7,963,974 | $6.06 億 | 0.01% | −329,107−4.0% | 減碼 |
| Voss Capital, LLC | 0 | $0 | 0.00% | −207,704−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −53,076−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −44,235−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −28,523−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −22,758−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,430−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,590−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,590−100.0% | 清倉 |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −6,195−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −5,812−100.0% | 清倉 |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −5,169−100.0% | 清倉 |
| Choate Investment Advisors | 0 | $0 | 0.00% | −4,759−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −4,228−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,205−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,100−100.0% | 清倉 |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −3,845−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,532−100.0% | 清倉 |
| Vicus Capital | 0 | $0 | 0.00% | −3,396−100.0% | 清倉 |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −3,321−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,336−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,220−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,197−100.0% | 清倉 |
| Defined Financial Planning LLC | 0 | $0 | 0.00% | −3,163−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −1,849−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −508−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −328−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −168−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |