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。
2026 年第 1 季 13F 持有人
Axos Financial, Inc. 在 2026/3/31 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
- 387
- 較 2025 年第 4 季 +16 家
- 持有股數
- 4,771 萬
- 較 2025 年第 4 季 +790.7 萬 (+19.9%)
- 總市值
- $40.5 億
- 較 2025 年第 4 季 +$6.23 億 (+18.2%)
- 新進機構
- 51
- 另有 143 家加碼
- 清倉機構
- 35
- 另有 133 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,321,298 | $7.08 億 | 0.01% | −9,004−0.1% | 減碼 |
| Vanguard Portfolio Management LLC | 3,090,775 | $2.63 億 | 0.01% | +3,090,775 | 新進 |
| State Street Corp | 2,816,697 | $2.40 億 | 0.01% | +120,374+4.5% | 加碼 |
| American Century Companies Inc | 2,510,407 | $2.14 億 | 0.11% | +35,652+1.4% | 加碼 |
| Vanguard Capital Management LLC | 2,454,074 | $2.09 億 | 0.01% | +2,454,074 | 新進 |
| FMR LLC | 2,437,674 | $2.07 億 | 0.01% | +566,893+30.3% | 加碼 |
| Dimensional Fund Advisors LP | 2,177,003 | $1.85 億 | 0.04% | +7,509+0.3% | 加碼 |
| Geode Capital Management, LLC | 1,958,430 | $1.69 億 | 0.01% | +182,891+10.3% | 加碼 |
| Davis Asset Management, L.P. | 1,535,219 | $1.24 億 | 3.59% | +78,000+5.4% | 加碼 |
| Wellington Management Group LLP | 837,853 | $7,129 萬 | 0.01% | +309,553+58.6% | 加碼 |
| Franklin Resources Inc | 754,994 | $6,424 萬 | 0.02% | +299,833+65.9% | 加碼 |
| Charles Schwab Investment Management Inc | 732,081 | $6,229 萬 | 0.01% | +10,509+1.5% | 加碼 |
| Ameriprise Financial Inc | 708,489 | $6,029 萬 | 0.01% | −45,109−6.0% | 減碼 |
| Northern Trust Corp | 684,712 | $5,826 萬 | 0.01% | +19,679+3.0% | 加碼 |
| Wasatch Advisors Inc | 616,381 | $5,245 萬 | 0.35% | −1,330−0.2% | 減碼 |
| Geneva Capital Management LLC | 608,081 | $5,174 萬 | 1.10% | −51,778−7.8% | 減碼 |
| Invesco Ltd. | 546,306 | $4,649 萬 | 0.00% | +345,357+171.9% | 加碼 |
| Morgan Stanley | 543,627 | $4,626 萬 | 0.00% | −20,263−3.6% | 減碼 |
| Emerald Advisers, LLC | 496,232 | $4,222 萬 | 1.34% | −25,147−4.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 432,739 | $3,720 萬 | 0.06% | +119,523+38.2% | 加碼 |
| Boston Partners | 413,152 | $3,517 萬 | 0.04% | +63,879+18.3% | 加碼 |
| 1832 Asset Management L.P. | 379,784 | $3,232 萬 | 0.04% | +4,392+1.2% | 加碼 |
| Shaker Investments LLC | 368,712 | $3,137 萬 | 14.28% | −9,958−2.6% | 減碼 |
| Bank of New York Mellon Corp | 368,667 | $3,137 萬 | 0.01% | −9,138−2.4% | 減碼 |
| Vanguard Fiduciary Trust Co | 368,241 | $3,133 萬 | 0.01% | +368,241 | 新進 |
| Bragg Financial Advisors, Inc | 355,868 | $3,028 萬 | 0.96% | +409+0.1% | 加碼 |
| Principal Financial Group Inc | 353,951 | $3,012 萬 | 0.02% | +16,627+4.9% | 加碼 |
| Goldman Sachs Group Inc | 353,689 | $3,010 萬 | 0.00% | −17,397−4.7% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 336,740 | $2,865 萬 | 1.39% | −4,522−1.3% | 減碼 |
| UBS Group AG | 301,816 | $2,568 萬 | 0.00% | +45,592+17.8% | 加碼 |
| Loomis Sayles & Co L P | 298,514 | $2,540 萬 | 0.03% | −7,692−2.5% | 減碼 |
| Public Sector Pension Investment Board | 289,060 | $2,460 萬 | 0.08% | +17,645+6.5% | 加碼 |
| JPMorgan Chase & Co | 262,853 | $2,179 萬 | 0.00% | −57,632−18.0% | 減碼 |
| Nuveen, LLC | 250,394 | $2,131 萬 | 0.01% | −158,353−38.7% | 減碼 |
| Stieven Capital Advisors, L.P. | 240,745 | $2,048 萬 | 4.38% | −15,114−5.9% | 減碼 |
| AQR Capital Management LLC | 234,747 | $1,997 萬 | 0.01% | +2,111+0.9% | 加碼 |
| Kennedy Capital Management, Inc. | 231,387 | $1,969 萬 | 0.42% | −77,548−25.1% | 減碼 |
| Bank of America Corp | 221,656 | $1,886 萬 | 0.00% | +90,086+68.5% | 加碼 |
| Empowered Funds, LLC | 216,366 | $1,841 萬 | 0.12% | +92,487+74.7% | 加碼 |
| Algert Global LLC | 191,844 | $1,632 萬 | 0.25% | −154,956−44.7% | 減碼 |
| Gator Capital Management, LLC | 186,840 | $1,590 萬 | 3.39% | +10,500+6.0% | 加碼 |
| Squarepoint Ops LLC | 180,407 | $1,535 萬 | 0.03% | +45,634+33.9% | 加碼 |
| Empirical Finance, LLC | 178,281 | $1,517 萬 | 0.71% | +82,715+86.6% | 加碼 |
| First Eagle Investment Management, LLC | 164,612 | $1,401 萬 | 0.02% | +22,325+15.7% | 加碼 |
| Osterweis Capital Management Inc | 163,740 | $1,393 萬 | 0.72% | +21,055+14.8% | 加碼 |
| CCG Wealth Management, LLC | 162,896 | $1,386 萬 | 3.76% | +147,696+971.7% | 加碼 |
| Rhumbline Advisers | 156,373 | $1,331 萬 | 0.01% | +3,882+2.5% | 加碼 |
| Pembroke Management, LTD | 148,591 | $1,264 萬 | 1.83% | −139,964−48.5% | 減碼 |
| State of Wisconsin Investment Board | 143,781 | $1,223 萬 | 0.03% | −8,434−5.5% | 減碼 |
| Raymond James Financial Inc | 143,565 | $1,222 萬 | 0.00% | +8,469+6.3% | 加碼 |
| Brevan Howard Capital Management LP | 135,129 | $1,150 萬 | 0.12% | +110,129+440.5% | 加碼 |
| Royce & Associates LP | 134,616 | $1,145 萬 | 0.11% | +25,109+22.9% | 加碼 |
| Legal & General Group Plc | 126,615 | $1,077 萬 | 0.00% | −12,715−9.1% | 減碼 |
| Cerity Partners LLC | 125,212 | $1,065 萬 | 0.02% | +13,198+11.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 122,888 | $1,046 萬 | 0.01% | +9,659+8.5% | 加碼 |
| Prudential Financial Inc | 121,998 | $1,038 萬 | 0.01% | +11,620+10.5% | 加碼 |
| Ategra Capital Management, LLC | 113,765 | $968.0 萬 | 5.39% | −39,577−25.8% | 減碼 |
| Renaissance Group LLC | 113,384 | $964.8 萬 | 0.40% | +21,786+23.8% | 加碼 |
| Swiss National Bank | 106,400 | $905.4 萬 | 0.01% | +400+0.4% | 加碼 |
| Militia Capital Management LLC | 100,000 | $850.9 萬 | 1.91% | +100,000 | 新進 |
| Royal Bank of Canada | 98,217 | $835.7 萬 | 0.00% | −1,512−1.5% | 減碼 |
| Kestrel Investment Management Corp | 95,150 | $809.6 萬 | 4.83% | −1,000−1.0% | 減碼 |
| UBS Asset Management Americas Inc | 94,671 | $805.6 萬 | 0.00% | +7,946+9.2% | 加碼 |
| Victory Capital Management Inc | 94,637 | $805.3 萬 | 0.01% | +18,916+25.0% | 加碼 |
| Argent Capital Management LLC | 93,929 | $799.2 萬 | 0.25% | +48,172+105.3% | 加碼 |
| WCM Investment Management, LLC | 95,366 | $790.4 萬 | 0.02% | +25,395+36.3% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 88,200 | $750.5 萬 | 2.40% | +88,200 | 新進 |
| Ci Investments Inc. | 85,017 | $723.4 萬 | 0.04% | −6,800−7.4% | 減碼 |
| FIL Ltd | 85,000 | $723.3 萬 | 0.01% | +85,000 | 新進 |
| Bessemer Group Inc | 84,354 | $717.8 萬 | 0.01% | +19,637+30.3% | 加碼 |
| Lord, Abbett & Co. LLC | 79,997 | $680.7 萬 | 0.02% | −1,581−1.9% | 減碼 |
| Envestnet Asset Management Inc | 77,537 | $659.8 萬 | 0.00% | +17,156+28.4% | 加碼 |
| Citadel Advisors LLC | 68,790 | $585.3 萬 | 0.00% | +54,990+398.5% | 加碼 |
| Boothbay Fund Management, LLC | 67,780 | $576.7 萬 | 0.14% | +51,315+311.7% | 加碼 |
| Alliancebernstein L.P. | 66,030 | $568.9 萬 | 0.00% | +466+0.7% | 加碼 |
| Voloridge Investment Management, LLC | 63,455 | $539.9 萬 | 0.02% | −46,716−42.4% | 減碼 |
| First Trust Advisors LP | 63,111 | $537.0 萬 | 0.00% | +4,726+8.1% | 加碼 |
| LGT Fund Management Co Ltd. | 62,450 | $531.4 萬 | 0.23% | 00.0% | 不變 |
| California State Teachers Retirement System | 62,401 | $531.0 萬 | 0.01% | +11,346+22.2% | 加碼 |
| Price T Rowe Associates Inc | 62,145 | $528.8 萬 | 0.00% | +10,661+20.7% | 加碼 |
| PMC FIG Opportunities LLC | 59,280 | $504.4 萬 | 7.81% | +52,732+805.3% | 加碼 |
| Quantinno Capital Management LP | 56,525 | $481.0 萬 | 0.01% | +39,729+236.5% | 加碼 |
| Citigroup Inc | 55,702 | $474.0 萬 | 0.00% | −8,824−13.7% | 減碼 |
| TCW Group Inc | 53,520 | $455.4 萬 | 0.03% | −1,600−2.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 51,756 | $440.4 萬 | 0.01% | −4,608−8.2% | 減碼 |
| Vanguard Asset Management, Ltd | 51,578 | $438.9 萬 | 0.00% | +51,578 | 新進 |
| Deutsche Bank AG | 48,094 | $409.2 萬 | 0.00% | −18,417−27.7% | 減碼 |
| Russell Investments Group, Ltd. | 47,450 | $403.8 萬 | 0.00% | −32,334−40.5% | 減碼 |
| Great West Life Assurance Co | 46,520 | $396.4 萬 | 0.01% | −2,309−4.7% | 減碼 |
| Thrivent Financial for Lutherans | 45,926 | $390.6 萬 | 0.01% | −744−1.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,700 | $380.4 萬 | 0.15% | +4,000+9.8% | 加碼 |
| S&T Bank | 42,514 | $361.8 萬 | 1.35% | −12,966−23.4% | 減碼 |
| Colony Group, LLC | 42,294 | $359.9 萬 | 0.00% | −2,772−6.2% | 減碼 |
| Rafferty Asset Management, LLC | 42,252 | $359.5 萬 | 0.01% | −5,645−11.8% | 減碼 |
| New York State Teachers Retirement System | 40,953 | $348.5 萬 | 0.01% | +3,647+9.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 39,879 | $340.4 萬 | 0.01% | +217+0.5% | 加碼 |
| Susquehanna International Group, LLP | 39,364 | $334.9 萬 | 0.00% | +23,094+141.9% | 加碼 |
| Global Frontier Investments LLC | 37,000 | $314.8 萬 | 0.43% | +37,000 | 新進 |
| State of Alaska, Department of Revenue | 36,763 | $312.7 萬 | 0.03% | −923−2.4% | 減碼 |
| Fred Alger Management, LLC | 35,888 | $305.4 萬 | 0.01% | −18,753−34.3% | 減碼 |