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 3 季 13F 持有人
Axos Financial, Inc. 在 2025/9/30 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
- 382
- 較 2025 年第 2 季 +22 家
- 持有股數
- 4,508 萬
- 較 2025 年第 2 季 +30.3 萬 (+0.7%)
- 總市值
- $38.2 億
- 較 2025 年第 2 季 +$4.12 億 (+12.1%)
- 新進機構
- 54
- 另有 125 家加碼
- 清倉機構
- 32
- 另有 147 家減碼
另有 5 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Retirement Guys Formula LLC | 2,419 | $20.5 萬 | 0.07% | −411−14.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 2,437 | $20.6 萬 | 0.00% | +2,437 | 新進 |
| Arcus Capital Partners, LLC | 2,436 | $20.6 萬 | 0.09% | +2,436 | 新進 |
| Swiss Life Asset Management Ltd | 2,453 | $20.8 萬 | 0.00% | +2,453 | 新進 |
| Forum Financial Management, LP | 2,461 | $20.8 萬 | 0.00% | +2,461 | 新進 |
| GTS Securities LLC | 2,463 | $20.8 萬 | 0.01% | +2,463 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,477 | $21.0 萬 | 0.02% | +2,477 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,482 | $21.0 萬 | 0.00% | −1,227−33.1% | 減碼 |
| Captrust Financial Advisors | 2,494 | $21.1 萬 | 0.00% | +2,494 | 新進 |
| US Bancorp | 2,499 | $21.2 萬 | 0.00% | +162+6.9% | 加碼 |
| Drive Wealth Management, LLC | 2,514 | $21.3 萬 | 0.05% | +2,514 | 新進 |
| RSM US Wealth Management LLC | 2,519 | $21.3 萬 | 0.00% | +2,519 | 新進 |
| Hohimer Wealth Management, LLC | 2,524 | $21.4 萬 | 0.03% | −869−25.6% | 減碼 |
| CI Private Wealth, LLC | 2,528 | $21.4 萬 | 0.00% | +2,528 | 新進 |
| Los Angeles Capital Management LLC | 2,550 | $21.6 萬 | 0.00% | +2,550 | 新進 |
| Jackson Creek Investment Advisors LLC | 2,546 | $21.6 萬 | 0.06% | +2,546 | 新進 |
| New Age Alpha Advisors, LLC | 2,558 | $21.7 萬 | 0.01% | −56−2.1% | 減碼 |
| Summitry LLC | 2,564 | $21.7 萬 | 0.01% | +2,564 | 新進 |
| Farringdon Capital, Ltd. | 2,592 | $21.9 萬 | 0.06% | +2,592 | 新進 |
| NovaPoint Capital, LLC | 2,600 | $22.0 萬 | 0.05% | +2,600 | 新進 |
| Palouse Capital Management, Inc. | 2,604 | $22.0 萬 | 0.14% | −41−1.6% | 減碼 |
| Neuberger Berman Group LLC | 2,631 | $22.3 萬 | 0.00% | −235−8.2% | 減碼 |
| Syon Capital LLC | 2,643 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 2,682 | $22.7 萬 | 0.00% | −170−6.0% | 減碼 |
| MQS Management LLC | 2,688 | $22.8 萬 | 0.13% | +2,688 | 新進 |
| Vontobel Holding Ltd. | 2,957 | $25.0 萬 | 0.00% | −718−19.5% | 減碼 |
| Merit Financial Group, LLC | 2,976 | $25.2 萬 | 0.00% | +95+3.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,996 | $25.4 萬 | 0.00% | +1,735+137.6% | 加碼 |
| Bourgeon Capital Management LLC | 3,200 | $27.1 萬 | 0.05% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,217 | $27.2 萬 | 0.01% | +485+17.8% | 加碼 |
| Cambria Investment Management, L.P. | 3,280 | $27.8 萬 | 0.02% | +3,280 | 新進 |
| Vise Technologies, Inc. | 3,326 | $28.2 萬 | 0.01% | −875−20.8% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,356 | $28.4 萬 | 0.00% | −33,846−91.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 3,382 | $28.6 萬 | 0.01% | +130+4.0% | 加碼 |
| SkyOak Wealth, LLC | 3,433 | $29.1 萬 | 0.05% | −645−15.8% | 減碼 |
| Mackenzie Financial Corp | 3,525 | $29.8 萬 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 3,600 | $30.5 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 3,726 | $31.5 萬 | 0.00% | −73−1.9% | 減碼 |
| Profund Advisors LLC | 3,799 | $32.2 萬 | 0.01% | −419−9.9% | 減碼 |
| Pensionmark Financial Group, LLC | 3,821 | $32.3 萬 | 0.01% | −115−2.9% | 減碼 |
| JustInvest LLC | 3,889 | $32.9 萬 | 0.00% | +131+3.5% | 加碼 |
| Verdence Capital Advisors LLC | 4,174 | $33.4 萬 | 0.02% | +170+4.2% | 加碼 |
| Guggenheim Capital LLC | 3,955 | $33.5 萬 | 0.00% | −1,921−32.7% | 減碼 |
| Pathstone Holdings, LLC | 4,018 | $34.0 萬 | 0.00% | +4,018 | 新進 |
| STRS Ohio | 4,100 | $34.7 萬 | 0.00% | +700+20.6% | 加碼 |
| Cim Investment Mangement Inc | 4,168 | $35.3 萬 | 0.10% | −4,490−51.9% | 減碼 |
| Mutual Advisors, LLC | 4,687 | $36.9 萬 | 0.01% | +205+4.6% | 加碼 |
| Pallas Capital Advisors LLC | 4,370 | $37.0 萬 | 0.01% | 00.0% | 不變 |
| Omers Administration Corp | 4,400 | $37.2 萬 | 0.00% | +4,400 | 新進 |
| Ameritas Investment Partners, Inc. | 4,548 | $38.5 萬 | 0.01% | −774−14.5% | 減碼 |
| HighTower Advisors, LLC | 4,587 | $38.8 萬 | 0.00% | −1,940−29.7% | 減碼 |
| Venturi Wealth Management, LLC | 4,600 | $38.9 萬 | 0.02% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 4,631 | $39.2 萬 | 0.08% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 4,650 | $39.4 萬 | 0.01% | −40−0.9% | 減碼 |
| Creative Planning | 4,764 | $40.3 萬 | 0.00% | +446+10.3% | 加碼 |
| Foyston, Gordon, & Payne Inc | 4,765 | $40.3 萬 | 0.09% | +224+4.9% | 加碼 |
| Verition Fund Management LLC | 4,831 | $40.9 萬 | 0.00% | −555−10.3% | 減碼 |
| Alps Advisors Inc | 4,979 | $42.1 萬 | 0.00% | −737−12.9% | 減碼 |
| SRS Capital Advisors, Inc. | 5,064 | $42.9 萬 | 0.01% | +4,038+393.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 5,134 | $43.5 萬 | 0.03% | +5,134 | 新進 |
| Everence Capital Management Inc | 5,330 | $45.1 萬 | 0.03% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 5,430 | $46.0 萬 | 0.00% | +1,730+46.8% | 加碼 |
| Cetera Trust Company, N.A | 5,470 | $46.3 萬 | 0.26% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 5,286 | $47.1 萬 | 0.00% | +441+9.1% | 加碼 |
| Oxford Asset Management LLP | 5,604 | $47.4 萬 | 0.16% | +5,604 | 新進 |
| Concurrent Investment Advisors, LLC | 5,635 | $47.7 萬 | 0.01% | +225+4.2% | 加碼 |
| Simplex Trading, LLC | 5,656 | $47.8 萬 | 0.01% | +2,555+82.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,745 | $48.6 萬 | 0.00% | −874−13.2% | 減碼 |
| Inceptionr LLC | 5,798 | $49.1 萬 | 0.12% | +5,798 | 新進 |
| CIBC Bancorp USA Inc. | 5,802 | $49.1 萬 | 0.00% | +5,802 | 新進 |
| Coldstream Capital Management Inc | 5,810 | $49.2 萬 | 0.01% | +2,822+94.4% | 加碼 |
| Keebeck Wealth Management, LLC | 5,847 | $49.5 萬 | 0.06% | +512+9.6% | 加碼 |
| Xponance, Inc. | 5,891 | $49.9 萬 | 0.00% | −1,406−19.3% | 減碼 |
| Lido Advisors, LLC | 6,000 | $50.8 萬 | 0.00% | +158+2.7% | 加碼 |
| Toroso Investments, LLC | 6,039 | $51.1 萬 | 0.00% | +6,039 | 新進 |
| Squarepoint Ops LLC | 6,269 | $53.1 萬 | 0.00% | −3,120−33.2% | 減碼 |
| HSBC Holdings PLC | 6,352 | $53.3 萬 | 0.00% | −5,334−45.6% | 減碼 |
| Mutual of America Capital Management LLC | 6,315 | $53.5 萬 | 0.01% | −565−8.2% | 減碼 |
| Waterloo Capital, L.P. | 6,364 | $53.9 萬 | 0.04% | +4+0.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 6,505 | $55.1 萬 | 0.00% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 6,523 | $55.2 萬 | 0.03% | 00.0% | 不變 |
| National Philanthropic Trust | 6,685 | $56.6 萬 | 0.01% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 6,916 | $58.5 萬 | 0.01% | +6,916 | 新進 |
| Stifel Financial Corp | 7,103 | $60.1 萬 | 0.00% | −37−0.5% | 減碼 |
| Balyasny Asset Management LLC | 7,125 | $60.3 萬 | 0.00% | −23,103−76.4% | 減碼 |
| Oak Associates, Ltd | 7,142 | $60.5 萬 | 0.04% | 00.0% | 不變 |
| EJF Capital LLC | 7,195 | $60.9 萬 | 0.35% | −3,061−29.8% | 減碼 |
| James Investment Research Inc | 7,538 | $63.8 萬 | 0.07% | +1,366+22.1% | 加碼 |
| Mariner, LLC | 7,842 | $66.4 萬 | 0.00% | −724−8.5% | 減碼 |
| Maryland State Retirement & Pension System | 8,104 | $68.6 萬 | 0.01% | −7,635−48.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 8,130 | $68.8 萬 | 0.12% | +8,130 | 新進 |
| Pinnacle Associates Ltd | 8,350 | $70.7 萬 | 0.01% | −50−0.6% | 減碼 |
| Citadel Advisors LLC | 8,772 | $74.3 萬 | 0.00% | −474,229−98.2% | 減碼 |
| Jones Financial Companies LLLP | 8,510 | $74.4 萬 | 0.00% | −34−0.4% | 減碼 |
| Integrated Advisors Network LLC | 9,018 | $76.3 萬 | 0.03% | −188−2.0% | 減碼 |
| Polen Capital Management LLC | 9,179 | $77.7 萬 | 0.00% | +9,179 | 新進 |
| Voya Investment Management LLC | 9,648 | $81.7 萬 | 0.00% | −5,163−34.9% | 減碼 |
| Aviso Financial Inc. | 9,921 | $84.0 萬 | 0.03% | −408−4.0% | 減碼 |
| Pictet Asset Management Holding SA | 9,971 | $84.4 萬 | 0.00% | +2,388+31.5% | 加碼 |
| CWM, LLC | 9,993 | $84.6 萬 | 0.00% | −240−2.3% | 減碼 |