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 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 | $47.1 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 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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2,177 | $18.8 萬 | 0.00% | −186−7.9% | 減碼 |
| Rockefeller Capital Management L.P. | 2,186 | $18.8 萬 | 0.00% | +146+7.2% | 加碼 |
| Persistent Asset Partners Ltd | 2,338 | $20.1 萬 | 0.10% | −10,391−81.6% | 減碼 |
| Los Angeles Capital Management LLC | 2,550 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 2,349 | $20.2 萬 | 0.02% | +389+19.8% | 加碼 |
| denkapparat Operations GmbH | 2,390 | $20.6 萬 | 0.11% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 2,392 | $20.6 萬 | 0.01% | +4+0.2% | 加碼 |
| Retirement Guys Formula LLC | 2,449 | $21.1 萬 | 0.10% | +30+1.2% | 加碼 |
| Forum Financial Management, LP | 2,461 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,482 | $21.4 萬 | 0.00% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 2,487 | $21.4 萬 | 0.01% | +2,487 | 新進 |
| Neuberger Berman Group LLC | 2,505 | $21.6 萬 | 0.00% | −126−4.8% | 減碼 |
| Huntington National Bank | 2,508 | $21.6 萬 | 0.00% | −174−6.5% | 減碼 |
| Drive Wealth Management, LLC | 2,508 | $21.6 萬 | 0.04% | −6−0.2% | 減碼 |
| Hohimer Wealth Management, LLC | 2,510 | $21.6 萬 | 0.03% | −14−0.6% | 減碼 |
| RSM US Wealth Management LLC | 2,502 | $21.7 萬 | 0.00% | −17−0.7% | 減碼 |
| Palouse Capital Management, Inc. | 2,520 | $21.7 萬 | 0.14% | −84−3.2% | 減碼 |
| nVerses Capital, LLC | 2,560 | $22.1 萬 | 0.49% | +2,560 | 新進 |
| Syon Capital LLC | 2,643 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 2,646 | $22.8 萬 | 0.01% | −1,528−36.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,660 | $22.9 萬 | 0.02% | +183+7.4% | 加碼 |
| Arcus Capital Partners, LLC | 2,660 | $22.9 萬 | 0.08% | +224+9.2% | 加碼 |
| OpenArc Corporate Advisory, LLC | 2,666 | $23.0 萬 | 0.00% | +2,666 | 新進 |
| Captrust Financial Advisors | 2,693 | $23.2 萬 | 0.00% | +199+8.0% | 加碼 |
| CI Private Wealth, LLC | 2,696 | $23.2 萬 | 0.00% | +168+6.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 2,778 | $23.9 萬 | 0.00% | +2,778 | 新進 |
| Swiss Life Asset Management Ltd | 2,847 | $24.5 萬 | 0.00% | +394+16.1% | 加碼 |
| Vontobel Holding Ltd. | 2,881 | $24.8 萬 | 0.00% | −76−2.6% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,996 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Summitry LLC | 3,015 | $26.0 萬 | 0.01% | +451+17.6% | 加碼 |
| Cambria Investment Management, L.P. | 3,135 | $27.0 萬 | 0.02% | −145−4.4% | 減碼 |
| Bank of Nova Scotia Trust Co | 3,145 | $27.1 萬 | 0.02% | +3,145 | 新進 |
| Merit Financial Group, LLC | 3,152 | $27.2 萬 | 0.00% | +176+5.9% | 加碼 |
| Bayforest Capital Ltd | 3,154 | $27.2 萬 | 0.20% | +2,251+249.3% | 加碼 |
| Bourgeon Capital Management LLC | 3,200 | $27.6 萬 | 0.04% | 00.0% | 不變 |
| Mackenzie Financial Corp | 3,410 | $29.5 萬 | 0.00% | −115−3.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 3,495 | $30.1 萬 | 0.01% | +113+3.3% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,543 | $30.5 萬 | 0.00% | +187+5.6% | 加碼 |
| XTX Topco Ltd | 3,569 | $30.8 萬 | 0.01% | +3,569 | 新進 |
| STRS Ohio | 3,600 | $31.0 萬 | 0.00% | −500−12.2% | 減碼 |
| Earnest Partners LLC | 3,600 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| CIBC World Markets Corp | 3,601 | $31.0 萬 | 0.00% | +3,601 | 新進 |
| Victory Financial Group, LLC | 3,640 | $31.4 萬 | 0.04% | +3,640 | 新進 |
| Pensionmark Financial Group, LLC | 3,709 | $32.0 萬 | 0.01% | −112−2.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,731 | $32.1 萬 | 0.00% | +5+0.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,760 | $32.4 萬 | 0.01% | +543+16.9% | 加碼 |
| Abel Hall, LLC | 3,838 | $33.1 萬 | 0.08% | +3,838 | 新進 |
| Profund Advisors LLC | 3,907 | $33.7 萬 | 0.01% | +108+2.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,615 | $34.9 萬 | 0.01% | −35−0.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 4,088 | $35.2 萬 | 0.00% | −1,342−24.7% | 減碼 |
| JustInvest LLC | 4,139 | $35.7 萬 | 0.00% | +250+6.4% | 加碼 |
| Cim Investment Mangement Inc | 4,168 | $35.9 萬 | 0.09% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 4,378 | $37.7 萬 | 0.01% | +8+0.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,418 | $38.1 萬 | 0.01% | −130−2.9% | 減碼 |
| HighTower Advisors, LLC | 4,492 | $38.7 萬 | 0.00% | −95−2.1% | 減碼 |
| Ensign Peak Advisors, Inc | 4,497 | $38.7 萬 | 0.00% | −9,300−67.4% | 減碼 |
| Equitable Trust Co | 4,591 | $39.6 萬 | 0.02% | +4,591 | 新進 |
| Venturi Wealth Management, LLC | 4,600 | $39.6 萬 | 0.02% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 4,631 | $39.9 萬 | 0.08% | 00.0% | 不變 |
| Vise Technologies, Inc. | 4,713 | $40.6 萬 | 0.01% | +1,387+41.7% | 加碼 |
| Mutual Advisors, LLC | 4,723 | $40.7 萬 | 0.01% | +36+0.8% | 加碼 |
| Creative Planning | 4,797 | $41.3 萬 | 0.00% | +33+0.7% | 加碼 |
| Advisor Group Holdings, Inc. | 4,929 | $42.5 萬 | 0.00% | −357−6.8% | 減碼 |
| Alps Advisors Inc | 5,034 | $43.4 萬 | 0.00% | +55+1.1% | 加碼 |
| Foyston, Gordon, & Payne Inc | 5,189 | $44.7 萬 | 0.10% | +424+8.9% | 加碼 |
| Everence Capital Management Inc | 5,330 | $45.9 萬 | 0.03% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 5,495 | $47.3 萬 | 0.25% | +25+0.5% | 加碼 |
| EJF Capital LLC | 5,501 | $47.4 萬 | 0.27% | −1,694−23.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,764 | $49.7 萬 | 0.00% | +19+0.3% | 加碼 |
| Keebeck Wealth Management, LLC | 5,885 | $50.7 萬 | 0.06% | +38+0.6% | 加碼 |
| Xponance, Inc. | 5,921 | $51.0 萬 | 0.00% | +30+0.5% | 加碼 |
| Coldstream Capital Management Inc | 6,034 | $52.0 萬 | 0.01% | +224+3.9% | 加碼 |
| Lido Advisors, LLC | 6,150 | $52.2 萬 | 0.00% | +150+2.5% | 加碼 |
| HSBC Holdings PLC | 6,266 | $53.8 萬 | 0.00% | −86−1.4% | 減碼 |
| Waterloo Capital, L.P. | 6,338 | $54.6 萬 | 0.04% | −26−0.4% | 減碼 |
| Premier Fund Managers Ltd | 6,402 | $55.6 萬 | 0.03% | −3,559−35.7% | 減碼 |
| Mutual of America Capital Management LLC | 6,474 | $55.8 萬 | 0.01% | +159+2.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 6,505 | $56.0 萬 | 0.00% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 6,523 | $56.2 萬 | 0.03% | 00.0% | 不變 |
| PMC FIG Opportunities LLC | 6,548 | $56.4 萬 | 0.89% | −33,048−83.5% | 減碼 |
| DRW Securities, LLC | 6,682 | $57.6 萬 | 0.04% | +6,682 | 新進 |
| National Philanthropic Trust | 6,685 | $57.6 萬 | 0.01% | 00.0% | 不變 |
| Oak Associates, Ltd | 6,792 | $58.5 萬 | 0.04% | −350−4.9% | 減碼 |
| CenterBook Partners LP | 6,822 | $58.8 萬 | 0.03% | −13,487−66.4% | 減碼 |
| Group One Trading, L.P. | 7,046 | $60.7 萬 | 0.02% | +7,046 | 新進 |
| Balyasny Asset Management LLC | 7,074 | $60.9 萬 | 0.00% | −51−0.7% | 減碼 |
| Stifel Financial Corp | 7,113 | $61.3 萬 | 0.00% | +10+0.1% | 加碼 |
| James Investment Research Inc | 7,538 | $64.9 萬 | 0.07% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 7,587 | $65.4 萬 | 0.00% | −923−10.8% | 減碼 |
| Maryland State Retirement & Pension System | 8,326 | $71.7 萬 | 0.01% | +222+2.7% | 加碼 |
| Pinnacle Associates Ltd | 8,358 | $72.0 萬 | 0.01% | +8+0.1% | 加碼 |
| Gsa Capital Partners LLP | 8,745 | $75.3 萬 | 0.06% | −12,844−59.5% | 減碼 |
| Canada Pension Plan Investment Board | 9,000 | $77.5 萬 | 0.00% | +9,000 | 新進 |
| Mariner, LLC | 9,118 | $78.6 萬 | 0.00% | +1,276+16.3% | 加碼 |
| Voya Investment Management LLC | 9,648 | $83.1 萬 | 0.00% | 00.0% | 不變 |
| Aviso Financial Inc. | 9,866 | $85.0 萬 | 0.03% | −55−0.6% | 減碼 |
| Quantbot Technologies LP | 9,937 | $85.6 萬 | 0.03% | −11,217−53.0% | 減碼 |
| CWM, LLC | 9,956 | $85.8 萬 | 0.00% | −37−0.4% | 減碼 |
| Simplex Trading, LLC | 9,980 | $86.0 萬 | 0.02% | +4,324+76.4% | 加碼 |
| Vestcor Inc | 9,978 | $86.0 萬 | 0.02% | −1,000−9.1% | 減碼 |