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 4 季 13F 持有人
Axos Financial, Inc. 在 2025/12/31 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
- 379
- 較 2025 年第 3 季 +4 家
- 持有股數
- 4,594 萬
- 較 2025 年第 3 季 +129.3 萬 (+2.9%)
- 總市值
- $39.6 億
- 較 2025 年第 3 季 +$1.80 億 (+4.8%)
- 新進機構
- 46
- 另有 143 家加碼
- 清倉機構
- 42
- 另有 129 家減碼
另有 7 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,330,302 | $7.18 億 | 0.01% | +176,954+2.2% | 加碼 |
| Vanguard Group Inc | 5,897,415 | $5.08 億 | 0.01% | −31,265−0.5% | 減碼 |
| State Street Corp | 2,696,323 | $2.32 億 | 0.01% | +13,669+0.5% | 加碼 |
| American Century Companies Inc | 2,474,755 | $2.13 億 | 0.11% | +61,243+2.5% | 加碼 |
| Dimensional Fund Advisors LP | 2,169,494 | $1.87 億 | 0.04% | −2,278−0.1% | 減碼 |
| FMR LLC | 1,870,781 | $1.61 億 | 0.01% | +479,180+34.4% | 加碼 |
| Geode Capital Management, LLC | 1,775,539 | $1.55 億 | 0.01% | +62,269+3.6% | 加碼 |
| Davis Asset Management, L.P. | 1,457,219 | $1.26 億 | 4.50% | 00.0% | 不變 |
| Ameriprise Financial Inc | 753,598 | $6,493 萬 | 0.01% | +43,821+6.2% | 加碼 |
| Charles Schwab Investment Management Inc | 721,572 | $6,217 萬 | 0.01% | +52,250+7.8% | 加碼 |
| Northern Trust Corp | 665,033 | $5,730 萬 | 0.01% | −24,727−3.6% | 減碼 |
| Geneva Capital Management LLC | 659,859 | $5,685 萬 | 1.07% | −78,471−10.6% | 減碼 |
| Wasatch Advisors Inc | 617,711 | $5,322 萬 | 0.32% | −287,768−31.8% | 減碼 |
| Morgan Stanley | 563,890 | $4,858 萬 | 0.00% | +89,120+18.8% | 加碼 |
| Wellington Management Group LLP | 528,300 | $4,552 萬 | 0.01% | +82,888+18.6% | 加碼 |
| Emerald Advisers, LLC | 521,379 | $4,492 萬 | 1.38% | −7,533−1.4% | 減碼 |
| Franklin Resources Inc | 455,161 | $3,922 萬 | 0.01% | +40,983+9.9% | 加碼 |
| Nuveen, LLC | 408,747 | $3,522 萬 | 0.01% | −34,692−7.8% | 減碼 |
| Shaker Investments LLC | 378,670 | $3,263 萬 | 13.57% | −21,047−5.3% | 減碼 |
| Bank of New York Mellon Corp | 377,805 | $3,255 萬 | 0.01% | −13,610−3.5% | 減碼 |
| 1832 Asset Management L.P. | 375,392 | $3,234 萬 | 0.04% | +375,392 | 新進 |
| Goldman Sachs Group Inc | 371,086 | $3,197 萬 | 0.00% | +133,529+56.2% | 加碼 |
| Bragg Financial Advisors, Inc | 355,459 | $3,063 萬 | 1.00% | +638+0.2% | 加碼 |
| Boston Partners | 349,273 | $3,039 萬 | 0.03% | −30,819−8.1% | 減碼 |
| Algert Global LLC | 346,800 | $2,988 萬 | 0.47% | +17,320+5.3% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 341,262 | $2,940 萬 | 1.43% | 00.0% | 不變 |
| Principal Financial Group Inc | 337,324 | $2,906 萬 | 0.01% | +21,703+6.9% | 加碼 |
| JPMorgan Chase & Co | 320,485 | $2,761 萬 | 0.00% | −10,401−3.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 313,216 | $2,737 萬 | 0.04% | +55,373+21.5% | 加碼 |
| Kennedy Capital Management, Inc. | 308,935 | $2,662 萬 | 0.56% | +33,854+12.3% | 加碼 |
| Loomis Sayles & Co L P | 306,206 | $2,638 萬 | 0.03% | −45,421−12.9% | 減碼 |
| Pembroke Management, LTD | 288,555 | $2,486 萬 | 2.57% | +27,063+10.3% | 加碼 |
| Public Sector Pension Investment Board | 271,415 | $2,339 萬 | 0.08% | +51,480+23.4% | 加碼 |
| UBS Group AG | 256,224 | $2,208 萬 | 0.00% | −11,088−4.1% | 減碼 |
| Stieven Capital Advisors, L.P. | 255,859 | $2,204 萬 | 4.09% | +18,900+8.0% | 加碼 |
| AQR Capital Management LLC | 232,636 | $2,004 萬 | 0.01% | +7,337+3.3% | 加碼 |
| Invesco Ltd. | 200,949 | $1,731 萬 | 0.00% | −41,232−17.0% | 減碼 |
| Gator Capital Management, LLC | 176,340 | $1,519 萬 | 3.14% | +22,285+14.5% | 加碼 |
| Ategra Capital Management, LLC | 153,342 | $1,321 萬 | 7.55% | +13,000+9.3% | 加碼 |
| Rhumbline Advisers | 152,491 | $1,314 萬 | 0.01% | −8,855−5.5% | 減碼 |
| State of Wisconsin Investment Board | 152,215 | $1,311 萬 | 0.03% | +5,654+3.9% | 加碼 |
| Edgestream Partners, L.P. | 151,130 | $1,302 萬 | 0.37% | +3,988+2.7% | 加碼 |
| Millennium Management LLC | 144,837 | $1,248 萬 | 0.01% | −10,116−6.5% | 減碼 |
| Osterweis Capital Management Inc | 142,685 | $1,229 萬 | 0.52% | +730+0.5% | 加碼 |
| First Eagle Investment Management, LLC | 142,287 | $1,226 萬 | 0.02% | +2,539+1.8% | 加碼 |
| Legal & General Group Plc | 139,330 | $1,200 萬 | 0.00% | −5,880−4.0% | 減碼 |
| Raymond James Financial Inc | 135,096 | $1,164 萬 | 0.00% | −46,503−25.6% | 減碼 |
| Squarepoint Ops LLC | 134,773 | $1,161 萬 | 0.02% | +128,504+2,049.8% | 加碼 |
| Bank of America Corp | 131,570 | $1,134 萬 | 0.00% | −11,035−7.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 125,371 | $1,080 萬 | 0.07% | −4,700−3.6% | 減碼 |
| Empowered Funds, LLC | 123,879 | $1,067 萬 | 0.18% | +26,000+26.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 113,229 | $975.6 萬 | 0.01% | +56,729+100.4% | 加碼 |
| Cerity Partners LLC | 112,014 | $965.1 萬 | 0.01% | +98,235+712.9% | 加碼 |
| Prudential Financial Inc | 110,378 | $951.0 萬 | 0.01% | −2,425−2.1% | 減碼 |
| Voloridge Investment Management, LLC | 110,171 | $949.2 萬 | 0.03% | −7,623−6.5% | 減碼 |
| Royce & Associates LP | 109,507 | $943.5 萬 | 0.10% | +8,964+8.9% | 加碼 |
| Swiss National Bank | 106,000 | $913.3 萬 | 0.01% | +2,400+2.3% | 加碼 |
| Barclays PLC | 103,107 | $888.4 萬 | 0.00% | +11,967+13.1% | 加碼 |
| Militia Capital Partners, LP | 100,000 | $861.6 萬 | 3.24% | +12,000+13.6% | 加碼 |
| Royal Bank of Canada | 99,729 | $859.2 萬 | 0.00% | −23,827−19.3% | 減碼 |
| Kestrel Investment Management Corp | 96,150 | $828.4 萬 | 4.70% | −3,200−3.2% | 減碼 |
| Empirical Finance, LLC | 95,566 | $823.4 萬 | 0.39% | +25,800+37.0% | 加碼 |
| Ci Investments Inc. | 91,817 | $791.1 萬 | 0.03% | +2,150+2.4% | 加碼 |
| Renaissance Group LLC | 91,598 | $789.2 萬 | 0.32% | −452−0.5% | 減碼 |
| UBS Asset Management Americas Inc | 86,725 | $747.2 萬 | 0.00% | +2,694+3.2% | 加碼 |
| Lord, Abbett & Co. LLC | 81,578 | $702.9 萬 | 0.02% | −14,669−15.2% | 減碼 |
| Russell Investments Group, Ltd. | 79,784 | $687.4 萬 | 0.01% | +1,416+1.8% | 加碼 |
| Victory Capital Management Inc | 75,721 | $652.4 萬 | 0.00% | +13,265+21.2% | 加碼 |
| Wells Fargo & Company | 74,948 | $645.8 萬 | 0.00% | +22,740+43.6% | 加碼 |
| WCM Investment Management, LLC | 69,971 | $607.1 萬 | 0.01% | +69,971 | 新進 |
| Two Sigma Investments, LP | 68,678 | $591.7 萬 | 0.01% | −110,987−61.8% | 減碼 |
| Deutsche Bank AG | 66,511 | $573.1 萬 | 0.00% | +1,259+1.9% | 加碼 |
| Alliancebernstein L.P. | 65,564 | $564.9 萬 | 0.00% | +3,554+5.7% | 加碼 |
| Bessemer Group Inc | 64,717 | $557.6 萬 | 0.01% | +64,369+18,496.8% | 加碼 |
| Citigroup Inc | 64,526 | $556.0 萬 | 0.00% | −9,716−13.1% | 減碼 |
| LGT Fund Management Co Ltd. | 62,450 | $541.8 萬 | 0.43% | +62,450 | 新進 |
| Envestnet Asset Management Inc | 60,381 | $520.2 萬 | 0.00% | −6,203−9.3% | 減碼 |
| First Trust Advisors LP | 58,385 | $503.0 萬 | 0.00% | −1,119−1.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 56,364 | $485.6 萬 | 0.01% | +56,364 | 新進 |
| S&T Bank | 55,480 | $478.0 萬 | 1.51% | −10,470−15.9% | 減碼 |
| TCW Group Inc | 55,120 | $474.9 萬 | 0.03% | −4,500−7.5% | 減碼 |
| Fred Alger Management, LLC | 54,641 | $470.8 萬 | 0.02% | −16,800−23.5% | 減碼 |
| Price T Rowe Associates Inc | 51,484 | $443.6 萬 | 0.00% | +2,138+4.3% | 加碼 |
| California State Teachers Retirement System | 51,055 | $439.9 萬 | 0.00% | +1,169+2.3% | 加碼 |
| Janus Henderson Group PLC | 51,022 | $439.5 萬 | 0.00% | −50,518−49.8% | 減碼 |
| Great West Life Assurance Co | 48,829 | $420.4 萬 | 0.01% | −9,333−16.0% | 減碼 |
| Rafferty Asset Management, LLC | 47,897 | $412.7 萬 | 0.01% | −11,892−19.9% | 減碼 |
| Bridgeway Capital Management, LLC | 47,300 | $407.5 萬 | 0.09% | −4,700−9.0% | 減碼 |
| Thrivent Financial for Lutherans | 46,670 | $402.6 萬 | 0.01% | −666−1.4% | 減碼 |
| Argent Capital Management LLC | 45,757 | $394.2 萬 | 0.11% | −7,933−14.8% | 減碼 |
| Colony Group, LLC | 45,066 | $381.9 萬 | 0.00% | +1,149+2.6% | 加碼 |
| National Asset Management, Inc. | 43,428 | $374.2 萬 | 0.18% | 00.0% | 不變 |
| Quest Partners LLC | 42,218 | $363.8 萬 | 0.20% | −5,621−11.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 39,662 | $359.3 萬 | 0.00% | −757−1.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 40,700 | $350.4 萬 | 0.14% | 00.0% | 不變 |
| Orchard Capital Managment, LLC | 39,674 | $341.8 萬 | 2.97% | +635+1.6% | 加碼 |
| SG Americas Securities, LLC | 38,444 | $331.2 萬 | 0.00% | +15,509+67.6% | 加碼 |
| Connors Investor Services Inc | 38,228 | $329.4 萬 | 0.28% | −990−2.5% | 減碼 |
| Epoch Investment Partners, Inc. | 38,051 | $327.8 萬 | 0.02% | −7,338−16.2% | 減碼 |
| State of Alaska, Department of Revenue | 37,686 | $324.5 萬 | 0.03% | +7,017+22.9% | 加碼 |