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 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 | 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 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 52,208 | $441.9 萬 | 0.00% | +6,805+15.0% | 加碼 |
| Argent Capital Management LLC | 53,690 | $454.5 萬 | 0.12% | +14,415+36.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 56,500 | $478.3 萬 | 0.00% | −25,720−31.3% | 減碼 |
| Great West Life Assurance Co | 58,162 | $501.6 萬 | 0.01% | +2,009+3.6% | 加碼 |
| Intech Investment Management LLC | 59,317 | $502.1 萬 | 0.04% | +17,028+40.3% | 加碼 |
| First Trust Advisors LP | 59,504 | $503.7 萬 | 0.00% | −17,098−22.3% | 減碼 |
| TCW Group Inc | 59,620 | $504.7 萬 | 0.04% | −30,100−33.5% | 減碼 |
| Rafferty Asset Management, LLC | 59,789 | $506.1 萬 | 0.02% | +5,387+9.9% | 加碼 |
| Alliancebernstein L.P. | 62,010 | $524.9 萬 | 0.00% | −690−1.1% | 減碼 |
| Victory Capital Management Inc | 62,456 | $528.7 萬 | 0.00% | +46,757+297.8% | 加碼 |
| Deutsche Bank AG | 65,252 | $552.4 萬 | 0.00% | −10,677−14.1% | 減碼 |
| S&T Bank | 65,950 | $558.3 萬 | 1.57% | −7,042−9.6% | 減碼 |
| Envestnet Asset Management Inc | 66,584 | $563.6 萬 | 0.00% | +3,051+4.8% | 加碼 |
| Empirical Finance, LLC | 69,766 | $590.6 萬 | 0.28% | +15,133+27.7% | 加碼 |
| Fred Alger Management, LLC | 71,441 | $604.7 萬 | 0.02% | −25,175−26.1% | 減碼 |
| Citigroup Inc | 74,242 | $628.5 萬 | 0.00% | −26,410−26.2% | 減碼 |
| Russell Investments Group, Ltd. | 78,368 | $663.4 萬 | 0.01% | +585+0.8% | 加碼 |
| UBS Asset Management Americas Inc | 84,031 | $711.3 萬 | 0.00% | −72,320−46.3% | 減碼 |
| Militia Capital Partners, LP | 88,000 | $744.9 萬 | 3.47% | −41,000−31.8% | 減碼 |
| Boothbay Fund Management, LLC | 88,181 | $746.5 萬 | 0.19% | −38,579−30.4% | 減碼 |
| Ci Investments Inc. | 89,667 | $759.0 萬 | 0.03% | +2,560+2.9% | 加碼 |
| Barclays PLC | 91,140 | $771.5 萬 | 0.00% | −40,445−30.7% | 減碼 |
| Renaissance Group LLC | 92,050 | $779.2 萬 | 0.29% | +7,860+9.3% | 加碼 |
| Lord, Abbett & Co. LLC | 96,247 | $814.7 萬 | 0.02% | −373−0.4% | 減碼 |
| Empowered Funds, LLC | 97,879 | $828.5 萬 | 0.08% | +23,026+30.8% | 加碼 |
| Kestrel Investment Management Corp | 99,350 | $841.0 萬 | 4.74% | 00.0% | 不變 |
| Royce & Associates LP | 100,543 | $851.1 萬 | 0.08% | −3,050−2.9% | 減碼 |
| Janus Henderson Group PLC | 101,540 | $859.6 萬 | 0.00% | +77,633+324.7% | 加碼 |
| Swiss National Bank | 103,600 | $877.0 萬 | 0.01% | 00.0% | 不變 |
| Prudential Financial Inc | 112,803 | $954.9 萬 | 0.01% | −27,999−19.9% | 減碼 |
| Voloridge Investment Management, LLC | 117,794 | $997.1 萬 | 0.03% | −74,244−38.7% | 減碼 |
| Royal Bank of Canada | 123,556 | $1,046 萬 | 0.00% | −2,827−2.2% | 減碼 |
| Brandywine Global Investment Management, LLC | 130,071 | $1,101 萬 | 0.08% | −4,843−3.6% | 減碼 |
| First Eagle Investment Management, LLC | 139,748 | $1,183 萬 | 0.02% | +4,576+3.4% | 加碼 |
| Ategra Capital Management, LLC | 140,342 | $1,188 萬 | 7.96% | −79,874−36.3% | 減碼 |
| Osterweis Capital Management Inc | 141,955 | $1,202 萬 | 0.54% | +56,995+67.1% | 加碼 |
| Bank of America Corp | 142,605 | $1,207 萬 | 0.00% | −818−0.6% | 減碼 |
| Legal & General Group Plc | 145,210 | $1,229 萬 | 0.00% | −752−0.5% | 減碼 |
| State of Wisconsin Investment Board | 146,561 | $1,241 萬 | 0.03% | −17,722−10.8% | 減碼 |
| Edgestream Partners, L.P. | 147,142 | $1,246 萬 | 0.36% | −18,141−11.0% | 減碼 |
| Gator Capital Management, LLC | 154,055 | $1,304 萬 | 3.34% | +825+0.5% | 加碼 |
| Millennium Management LLC | 154,953 | $1,312 萬 | 0.01% | −241,701−60.9% | 減碼 |
| Rhumbline Advisers | 161,346 | $1,366 萬 | 0.01% | +1,742+1.1% | 加碼 |
| Two Sigma Investments, LP | 179,665 | $1,521 萬 | 0.02% | +19,443+12.1% | 加碼 |
| Raymond James Financial Inc | 181,599 | $1,537 萬 | 0.00% | +1,494+0.8% | 加碼 |
| Public Sector Pension Investment Board | 219,935 | $1,862 萬 | 0.07% | +12,648+6.1% | 加碼 |
| AQR Capital Management LLC | 225,299 | $1,907 萬 | 0.01% | −10,467−4.4% | 減碼 |
| Stieven Capital Advisors, L.P. | 236,959 | $2,006 萬 | 3.78% | −47,100−16.6% | 減碼 |
| Goldman Sachs Group Inc | 237,557 | $2,011 萬 | 0.00% | −57,879−19.6% | 減碼 |
| Invesco Ltd. | 242,181 | $2,050 萬 | 0.00% | −21,791−8.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 257,843 | $2,154 萬 | 0.03% | +99,042+62.4% | 加碼 |
| Pembroke Management, LTD | 261,492 | $2,214 萬 | 2.20% | −5,491−2.1% | 減碼 |
| UBS Group AG | 267,312 | $2,263 萬 | 0.00% | +106,003+65.7% | 加碼 |
| Kennedy Capital Management, Inc. | 275,081 | $2,329 萬 | 0.51% | +26,119+10.5% | 加碼 |
| Principal Financial Group Inc | 315,621 | $2,672 萬 | 0.01% | −12,167−3.7% | 減碼 |
| Algert Global LLC | 329,480 | $2,789 萬 | 0.47% | +17,410+5.6% | 加碼 |
| JPMorgan Chase & Co | 330,886 | $2,801 萬 | 0.00% | +50,902+18.2% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 341,262 | $2,889 萬 | 1.49% | −22,764−6.3% | 減碼 |
| Loomis Sayles & Co L P | 351,627 | $2,977 萬 | 0.04% | −13,343−3.7% | 減碼 |
| Bragg Financial Advisors, Inc | 354,821 | $3,004 萬 | 0.99% | +749+0.2% | 加碼 |
| Boston Partners | 380,092 | $3,214 萬 | 0.03% | −1,839−0.5% | 減碼 |
| Jarislowsky, Fraser Ltd | 382,183 | $3,235 萬 | 0.18% | −4,477−1.2% | 減碼 |
| Bank of New York Mellon Corp | 391,415 | $3,313 萬 | 0.01% | +6,912+1.8% | 加碼 |
| Shaker Investments LLC | 399,717 | $3,384 萬 | 13.54% | −10,655−2.6% | 減碼 |
| Franklin Resources Inc | 414,178 | $3,506 萬 | 0.01% | +275,191+198.0% | 加碼 |
| Nuveen, LLC | 443,439 | $3,754 萬 | 0.01% | −74,409−14.4% | 減碼 |
| Wellington Management Group LLP | 445,412 | $3,770 萬 | 0.01% | +68,346+18.1% | 加碼 |
| Morgan Stanley | 474,770 | $4,019 萬 | 0.00% | −125,133−20.9% | 減碼 |
| Emerald Advisers, LLC | 528,912 | $4,477 萬 | 1.44% | −24,679−4.5% | 減碼 |
| Charles Schwab Investment Management Inc | 669,322 | $5,666 萬 | 0.01% | +24,748+3.8% | 加碼 |
| Northern Trust Corp | 689,760 | $5,839 萬 | 0.01% | +10,097+1.5% | 加碼 |
| Ameriprise Financial Inc | 709,777 | $6,008 萬 | 0.01% | −30,875−4.2% | 減碼 |
| Geneva Capital Management LLC | 738,330 | $6,250 萬 | 1.07% | −1,044−0.1% | 減碼 |
| Wasatch Advisors Inc | 905,479 | $7,665 萬 | 0.41% | −3,576−0.4% | 減碼 |
| FMR LLC | 1,391,601 | $1.18 億 | 0.01% | +1,206,971+653.7% | 加碼 |
| Davis Asset Management, L.P. | 1,457,219 | $1.23 億 | 4.39% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,713,270 | $1.47 億 | 0.01% | +191,646+12.6% | 加碼 |
| Dimensional Fund Advisors LP | 2,171,772 | $1.84 億 | 0.04% | −155,758−6.7% | 減碼 |
| American Century Companies Inc | 2,413,512 | $2.04 億 | 0.10% | +35,391+1.5% | 加碼 |
| State Street Corp | 2,682,654 | $2.27 億 | 0.01% | +30,176+1.1% | 加碼 |
| Vanguard Group Inc | 5,928,680 | $5.02 億 | 0.01% | −11,239−0.2% | 減碼 |
| BlackRock, Inc. | 8,153,348 | $6.90 億 | 0.01% | +189,374+2.4% | 加碼 |
| AXA S.A. | 0 | $0 | 0.00% | −84,600−100.0% | 清倉 |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −37,049−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,059−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −16,810−100.0% | 清倉 |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −13,620−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,760−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,677−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −8,104−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −7,766−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,448−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,398−100.0% | 清倉 |
| Optimize Financial Inc | 0 | $0 | 0.00% | −5,824−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,211−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,113−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,432−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |