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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 1,773 | $15.1 萬 | 0.01% | −576−24.5% | 減碼 |
| KBC Group NV | 1,983 | $16.9 萬 | 0.00% | +391+24.6% | 加碼 |
| Group One Trading, L.P. | 2,107 | $17.9 萬 | 0.01% | −4,939−70.1% | 減碼 |
| Palouse Capital Management, Inc. | 2,158 | $18.4 萬 | 0.12% | −362−14.4% | 減碼 |
| Rockefeller Capital Management L.P. | 2,176 | $18.5 萬 | 0.00% | −10−0.5% | 減碼 |
| GAMMA Investing LLC | 2,277 | $19.4 萬 | 0.01% | +115+5.3% | 加碼 |
| Huntington National Bank | 2,304 | $19.6 萬 | 0.00% | −204−8.1% | 減碼 |
| Cresset Asset Management, LLC | 2,377 | $20.2 萬 | 0.00% | +2,377 | 新進 |
| denkapparat Operations GmbH | 2,390 | $20.3 萬 | 0.08% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 2,407 | $20.5 萬 | 0.01% | −239−9.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,482 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 2,487 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 2,506 | $21.3 萬 | 0.05% | −2−0.1% | 減碼 |
| Premier Fund Managers Ltd | 2,581 | $21.4 萬 | 0.02% | −3,821−59.7% | 減碼 |
| Hohimer Wealth Management, LLC | 2,543 | $21.6 萬 | 0.03% | +33+1.3% | 加碼 |
| Retirement Guys Formula LLC | 2,543 | $21.6 萬 | 0.10% | +94+3.8% | 加碼 |
| Cambria Investment Management, L.P. | 2,587 | $22.0 萬 | 0.01% | −548−17.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,594 | $22.1 萬 | 0.00% | +2,594 | 新進 |
| RSM US Wealth Management LLC | 2,604 | $22.2 萬 | 0.00% | +102+4.1% | 加碼 |
| Commonwealth Equity Services, LLC | 2,617 | $22.3 萬 | 0.00% | −23,106−89.8% | 減碼 |
| Arcus Capital Partners, LLC | 2,636 | $22.4 萬 | 0.08% | −24−0.9% | 減碼 |
| Syon Capital LLC | 2,661 | $22.6 萬 | 0.01% | +18+0.7% | 加碼 |
| Victory Financial Group, LLC | 2,670 | $22.7 萬 | 0.03% | −970−26.6% | 減碼 |
| OpenArc Corporate Advisory, LLC | 2,674 | $22.8 萬 | 0.00% | +8+0.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,701 | $23.0 萬 | 0.02% | +41+1.5% | 加碼 |
| Summit Wealth Group LLC | 2,750 | $23.4 萬 | 0.02% | +2,750 | 新進 |
| CIBC Bancorp USA Inc. | 2,775 | $23.6 萬 | 0.00% | +2,775 | 新進 |
| Captrust Financial Advisors | 2,792 | $23.8 萬 | 0.00% | +99+3.7% | 加碼 |
| Neuberger Berman Group LLC | 2,814 | $23.9 萬 | 0.00% | +309+12.3% | 加碼 |
| CI Private Wealth, LLC | 2,849 | $24.2 萬 | 0.00% | +153+5.7% | 加碼 |
| Virtu Financial LLC | 3,009 | $25.6 萬 | 0.01% | +3,009 | 新進 |
| Summitry LLC | 3,018 | $25.7 萬 | 0.01% | +3+0.1% | 加碼 |
| MQS Management LLC | 3,040 | $25.9 萬 | 0.17% | +3,040 | 新進 |
| Amundi | 3,047 | $25.9 萬 | 0.00% | +3,047 | 新進 |
| HSBC Holdings PLC | 3,060 | $26.0 萬 | 0.00% | −3,206−51.2% | 減碼 |
| Bank of Nova Scotia Trust Co | 3,145 | $26.8 萬 | 0.02% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 3,163 | $26.9 萬 | 0.00% | +3,163 | 新進 |
| Merit Financial Group, LLC | 3,192 | $27.2 萬 | 0.00% | +40+1.3% | 加碼 |
| Balyasny Asset Management LLC | 3,195 | $27.2 萬 | 0.00% | −3,879−54.8% | 減碼 |
| Bourgeon Capital Management LLC | 3,200 | $27.2 萬 | 0.05% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 3,211 | $27.3 萬 | 0.10% | +3,211 | 新進 |
| STRS Ohio | 3,300 | $28.1 萬 | 0.00% | −300−8.3% | 減碼 |
| DnB Asset Management AS | 3,300 | $28.1 萬 | 0.00% | +3,300 | 新進 |
| Advisor Group Holdings, Inc. | 3,407 | $29.0 萬 | 0.00% | −1,522−30.9% | 減碼 |
| Everence Capital Management Inc | 3,442 | $29.3 萬 | 0.02% | −1,888−35.4% | 減碼 |
| Profund Advisors LLC | 3,494 | $29.7 萬 | 0.01% | −413−10.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,550 | $30.2 萬 | 0.01% | +1,373+63.1% | 加碼 |
| Earnest Partners LLC | 3,600 | $30.6 萬 | 0.00% | 00.0% | 不變 |
| Abel Hall, LLC | 3,652 | $31.1 萬 | 0.07% | −186−4.8% | 減碼 |
| Pensionmark Financial Group, LLC | 3,709 | $31.6 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 3,731 | $31.7 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 3,762 | $32.0 萬 | 0.01% | +193+5.4% | 加碼 |
| Canada Pension Plan Investment Board | 4,000 | $34.0 萬 | 0.00% | −5,000−55.6% | 減碼 |
| Quantbot Technologies LP | 4,182 | $35.6 萬 | 0.01% | −5,755−57.9% | 減碼 |
| Mangrove Partners | 4,213 | $35.8 萬 | 0.03% | +4,213 | 新進 |
| Cim Investment Mangement Inc | 4,235 | $36.0 萬 | 0.10% | +67+1.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,238 | $36.1 萬 | 0.01% | +478+12.7% | 加碼 |
| Pallas Capital Advisors LLC | 4,253 | $36.2 萬 | 0.01% | −125−2.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,315 | $36.7 萬 | 0.01% | −300−6.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 4,345 | $37.0 萬 | 0.00% | +257+6.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,418 | $37.6 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 4,497 | $38.3 萬 | 0.00% | 00.0% | 不變 |
| Mutual Advisors, LLC | 4,585 | $39.0 萬 | 0.01% | −138−2.9% | 減碼 |
| Venturi Wealth Management, LLC | 4,600 | $39.1 萬 | 0.02% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 4,631 | $39.4 萬 | 0.08% | 00.0% | 不變 |
| Vise Technologies, Inc. | 4,713 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 4,816 | $41.0 萬 | 0.01% | +1,321+37.8% | 加碼 |
| Western Wealth Management, LLC | 4,854 | $41.3 萬 | 0.02% | +4,854 | 新進 |
| JustInvest LLC | 4,918 | $41.8 萬 | 0.00% | +779+18.8% | 加碼 |
| Creative Planning | 5,065 | $43.1 萬 | 0.00% | +268+5.6% | 加碼 |
| EJF Capital LLC | 5,120 | $43.6 萬 | 0.31% | −381−6.9% | 減碼 |
| Foyston, Gordon, & Payne Inc | 5,282 | $44.9 萬 | 0.10% | +93+1.8% | 加碼 |
| Summit Global Investments | 5,436 | $46.3 萬 | 0.03% | −8,767−61.7% | 減碼 |
| Cetera Trust Company, N.A | 5,495 | $46.8 萬 | 0.26% | 00.0% | 不變 |
| Mariner, LLC | 5,545 | $47.2 萬 | 0.00% | −3,573−39.2% | 減碼 |
| Teacher Retirement System of Texas | 5,693 | $48.4 萬 | 0.00% | −6,955−55.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,731 | $48.8 萬 | 0.00% | −33−0.6% | 減碼 |
| Jefferies Financial Group Inc. | 5,739 | $48.8 萬 | 0.01% | +5,739 | 新進 |
| Swiss Life Asset Management Ltd | 5,814 | $49.5 萬 | 0.00% | +2,967+104.2% | 加碼 |
| Alps Advisors Inc | 5,853 | $49.8 萬 | 0.00% | +819+16.3% | 加碼 |
| HighTower Advisors, LLC | 5,889 | $50.1 萬 | 0.00% | +1,397+31.1% | 加碼 |
| GTS Securities LLC | 5,903 | $50.2 萬 | 0.02% | +5,903 | 新進 |
| CenterBook Partners LP | 5,918 | $50.4 萬 | 0.03% | −904−13.3% | 減碼 |
| Yorktown Management & Research Co Inc | 6,000 | $51.1 萬 | 0.43% | +6,000 | 新進 |
| Coldstream Capital Management Inc | 6,017 | $51.2 萬 | 0.01% | −17−0.3% | 減碼 |
| Los Angeles Capital Management LLC | 6,090 | $51.8 萬 | 0.00% | +3,540+138.8% | 加碼 |
| Xponance, Inc. | 6,275 | $53.4 萬 | 0.00% | +354+6.0% | 加碼 |
| Waterloo Capital, L.P. | 6,354 | $54.1 萬 | 0.04% | +16+0.3% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 6,377 | $54.3 萬 | 0.03% | −146−2.2% | 減碼 |
| Mutual of America Capital Management LLC | 6,486 | $55.2 萬 | 0.01% | +12+0.2% | 加碼 |
| Keebeck Wealth Management, LLC | 6,509 | $55.4 萬 | 0.06% | +624+10.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 6,505 | $55.4 萬 | 0.00% | 00.0% | 不變 |
| Equitable Trust Co | 6,528 | $55.5 萬 | 0.03% | +1,937+42.2% | 加碼 |
| National Philanthropic Trust | 6,685 | $56.9 萬 | 0.01% | 00.0% | 不變 |
| Oak Associates, Ltd | 7,059 | $60.1 萬 | 0.04% | +267+3.9% | 加碼 |
| Lido Advisors, LLC | 7,060 | $60.1 萬 | 0.00% | +910+14.8% | 加碼 |
| Stifel Financial Corp | 7,144 | $60.8 萬 | 0.00% | +31+0.4% | 加碼 |
| James Investment Research Inc | 7,548 | $64.2 萬 | 0.07% | +10+0.1% | 加碼 |
| Sterling Capital Management LLC | 7,664 | $65.2 萬 | 0.01% | −4,662−37.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 8,216 | $69.9 萬 | 0.01% | −4,016−32.8% | 減碼 |