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 2 季 13F 持有人
Axos Financial, Inc. 在 2026/6/30 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
- 386
- 較 2026 年第 1 季 +4 家
- 持有股數
- 4,835 萬
- 較 2026 年第 1 季 +69.2 萬 (+1.5%)
- 總市值
- $47.1 億
- 較 2026 年第 1 季 +$6.61 億 (+16.3%)
- 新進機構
- 51
- 另有 139 家加碼
- 清倉機構
- 47
- 另有 127 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Xponance, Inc. | 6,638 | $64.6 萬 | 0.00% | +363+5.8% | 加碼 |
| Summit Global Investments | 6,778 | $66.0 萬 | 0.04% | +1,342+24.7% | 加碼 |
| Oak Associates, Ltd | 7,059 | $68.7 萬 | 0.04% | 00.0% | 不變 |
| Stifel Financial Corp | 7,146 | $69.6 萬 | 0.00% | +20.0% | 加碼 |
| Bayview Asset Management, LLC | 7,420 | $72.3 萬 | 0.54% | +7,420 | 新進 |
| Lido Advisors, LLC | 7,503 | $73.1 萬 | 0.00% | +443+6.3% | 加碼 |
| James Investment Research Inc | 7,548 | $73.5 萬 | 0.07% | 00.0% | 不變 |
| National Philanthropic Trust | 7,658 | $74.6 萬 | 0.01% | +973+14.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 7,726 | $75.2 萬 | 0.01% | −490−6.0% | 減碼 |
| ProShare Advisors LLC | 7,933 | $77.3 萬 | 0.00% | −560−6.6% | 減碼 |
| Maryland State Retirement & Pension System | 8,274 | $80.6 萬 | 0.01% | +15+0.2% | 加碼 |
| Pinnacle Associates Ltd | 8,339 | $81.2 萬 | 0.01% | −20.0% | 減碼 |
| Aviso Financial Inc. | 8,630 | $84.0 萬 | 0.03% | −464−5.1% | 減碼 |
| Pictet Asset Management Holding SA | 8,765 | $85.4 萬 | 0.00% | −365−4.0% | 減碼 |
| Ieq Capital, LLC | 9,540 | $92.9 萬 | 0.00% | −16,049−62.7% | 減碼 |
| HSBC Holdings PLC | 10,018 | $97.0 萬 | 0.00% | +6,958+227.4% | 加碼 |
| CCG Wealth Management, LLC | 10,000 | $97.4 萬 | 0.23% | −152,896−93.9% | 減碼 |
| Great Lakes Advisors, LLC | 10,262 | $99.9 萬 | 0.01% | 00.0% | 不變 |
| Voya Investment Management LLC | 10,422 | $101.5 萬 | 0.00% | +1,073+11.5% | 加碼 |
| TD Waterhouse Canada Inc. | 10,650 | $105.5 萬 | 0.00% | −218−2.0% | 減碼 |
| Csenge Advisory Group | 11,370 | $110.7 萬 | 0.05% | −2,935−20.5% | 減碼 |
| Hancock Whitney Corp | 11,460 | $111.6 萬 | 0.02% | +252+2.2% | 加碼 |
| Keel Point, LLC | 11,497 | $112.0 萬 | 0.07% | +100+0.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,559 | $112.6 萬 | 0.00% | −12,195−51.3% | 減碼 |
| Aquatic Capital Management LLC | 11,631 | $113.3 萬 | 0.04% | +11,628+387,600.0% | 加碼 |
| Engineers Gate Manager LP | 11,663 | $113.6 萬 | 0.01% | +661+6.0% | 加碼 |
| KLP Kapitalforvaltning AS | 11,800 | $114.9 萬 | 0.00% | −4,500−27.6% | 減碼 |
| Nisa Investment Advisors, LLC | 12,173 | $118.6 萬 | 0.00% | +725+6.3% | 加碼 |
| Cerity Partners LLC | 12,309 | $119.9 萬 | 0.00% | −112,903−90.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 12,628 | $123.0 萬 | 0.01% | −352−2.7% | 減碼 |
| Intech Investment Management LLC | 12,633 | $123.0 萬 | 0.01% | −2,637−17.3% | 減碼 |
| MML Investors Services, LLC | 12,796 | $124.6 萬 | 0.00% | +1,747+15.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 12,904 | $125.7 萬 | 0.01% | −100−0.8% | 減碼 |
| Virginia Retirement Systems Et Al | 13,155 | $128.1 萬 | 0.01% | −22,200−62.8% | 減碼 |
| Mercer Global Advisors Inc | 13,375 | $130.3 萬 | 0.00% | +646+5.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 13,424 | $130.7 萬 | 0.09% | −2,750−17.0% | 減碼 |
| Fifth Third Bancorp | 13,471 | $131.2 萬 | 0.00% | −355−2.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,489 | $131.4 萬 | 0.01% | −527−3.8% | 減碼 |
| US Bancorp | 13,759 | $134.0 萬 | 0.00% | −2,430−15.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,900 | $135.4 萬 | 0.00% | −373−2.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 14,037 | $136.8 萬 | 0.01% | 00.0% | 不變 |
| Vanguard Investments Australia, Ltd. | 14,072 | $137.0 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 14,075 | $137.1 萬 | 0.01% | −730−4.9% | 減碼 |
| Evolve Private Wealth, LLC | 14,380 | $140.0 萬 | 0.09% | +710+5.2% | 加碼 |
| Truist Financial Corp | 14,398 | $140.2 萬 | 0.00% | +902+6.7% | 加碼 |
| Amalgamated Bank | 15,239 | $148.4 萬 | 0.01% | −937−5.8% | 減碼 |
| Yousif Capital Management, LLC | 15,421 | $150.2 萬 | 0.02% | +20+0.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 15,636 | $152.3 萬 | 0.00% | −1,895−10.8% | 減碼 |
| Handelsbanken Fonder AB | 15,695 | $152.9 萬 | 0.00% | 00.0% | 不變 |
| Bullseye Investment Management, LLC | 15,786 | $153.7 萬 | 0.76% | +3,626+29.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 15,891 | $154.8 萬 | 0.00% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 16,370 | $159.4 萬 | 0.01% | +1,499+10.1% | 加碼 |
| Cetera Investment Advisers | 16,599 | $161.7 萬 | 0.00% | −45−0.3% | 減碼 |
| Allstate Corp | 16,831 | $163.9 萬 | 0.02% | +16,831 | 新進 |
| Advisory Research Inc | 17,011 | $165.7 萬 | 0.17% | +94+0.6% | 加碼 |
| Ridgewood Investments LLC | 17,836 | $173.7 萬 | 0.65% | −215−1.2% | 減碼 |
| CI Private Wealth, LLC | 18,403 | $179.2 萬 | 0.00% | +15,554+545.9% | 加碼 |
| Jones Financial Companies LLLP | 19,022 | $183.0 萬 | 0.00% | +5,833+44.2% | 加碼 |
| OP Asset Management Ltd | 19,397 | $188.9 萬 | 0.02% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 20,443 | $199.1 萬 | 0.01% | −3,483−14.6% | 減碼 |
| Avenir Corp | 20,790 | $202.5 萬 | 0.25% | 00.0% | 不變 |
| D.A. Davidson & Co. | 21,117 | $205.7 萬 | 0.01% | −5,463−20.6% | 減碼 |
| State of Tennessee, Treasury Department | 21,825 | $212.6 萬 | 0.01% | −12,370−36.2% | 減碼 |
| Federated Hermes, Inc. | 22,200 | $216.2 萬 | 0.00% | −2,176−8.9% | 減碼 |
| Orchard Capital Managment, LLC | 22,491 | $219.0 萬 | 2.40% | +283+1.3% | 加碼 |
| Bank of Montreal | 22,622 | $220.3 萬 | 0.00% | −263−1.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,984 | $223.8 萬 | 0.00% | −1,064−4.4% | 減碼 |
| WCM Investment Management, LLC | 23,623 | $227.6 萬 | 0.00% | −71,743−75.2% | 減碼 |
| Jupiter Topco LLC | 23,907 | $233.1 萬 | 0.00% | +23,907 | 新進 |
| Denali Advisors LLC | 24,134 | $235.0 萬 | 0.24% | +24,134 | 新進 |
| Merit Financial Group, LLC | 24,147 | $235.2 萬 | 0.01% | +20,955+656.5% | 加碼 |
| Quantbot Technologies LP | 24,231 | $236.0 萬 | 0.09% | +20,049+479.4% | 加碼 |
| Destination Wealth Management | 24,400 | $237.6 萬 | 0.06% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 24,900 | $242.5 萬 | 0.04% | −200−0.8% | 減碼 |
| Vanguard Global Advisers, LLC | 25,011 | $243.6 萬 | 0.00% | −448−1.8% | 減碼 |
| Barclays PLC | 25,028 | $243.7 萬 | 0.00% | −6,456−20.5% | 減碼 |
| New York State Common Retirement Fund | 25,262 | $246.0 萬 | 0.00% | +6,395+33.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 25,560 | $248.9 萬 | 0.00% | +54+0.2% | 加碼 |
| PMC FIG Opportunities LLC | 25,599 | $249.3 萬 | 4.00% | −33,681−56.8% | 減碼 |
| SEI Investments Co | 26,178 | $255.0 萬 | 0.00% | +185+0.7% | 加碼 |
| State of Alaska, Department of Revenue | 27,532 | $268.0 萬 | 0.03% | −9,231−25.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 29,440 | $286.7 萬 | 0.00% | +2,709+10.1% | 加碼 |
| Illinois Municipal Retirement Fund | 29,515 | $287.4 萬 | 0.03% | +397+1.4% | 加碼 |
| Bridgeway Capital Management, LLC | 30,200 | $294.1 萬 | 0.05% | 00.0% | 不變 |
| Formula Growth Ltd | 30,624 | $298.2 萬 | 1.05% | 00.0% | 不變 |
| MetLife Investment Management | 32,274 | $314.3 萬 | 0.01% | +2,603+8.8% | 加碼 |
| Rafferty Asset Management, LLC | 32,490 | $316.4 萬 | 0.01% | −9,762−23.1% | 減碼 |
| Natixis Advisors, L.P. | 32,937 | $320.7 萬 | 0.00% | +5,902+21.8% | 加碼 |
| Connors Investor Services Inc | 32,946 | $320.9 萬 | 0.28% | −117−0.4% | 減碼 |
| SG Americas Securities, LLC | 32,979 | $321.2 萬 | 0.00% | +7,055+27.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 33,241 | $323.7 萬 | 0.00% | +5,333+19.1% | 加碼 |
| LPL Financial LLC | 33,261 | $323.9 萬 | 0.00% | −625−1.8% | 減碼 |
| BW Gestao de Investimentos Ltda. | 35,000 | $340.9 萬 | 0.08% | +35,000 | 新進 |
| S&T Bank | 36,451 | $355.0 萬 | 1.07% | −6,063−14.3% | 減碼 |
| Global Frontier Investments LLC | 37,000 | $360.3 萬 | 0.62% | 00.0% | 不變 |
| New York State Teachers Retirement System | 38,665 | $376.6 萬 | 0.01% | −2,288−5.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 41,598 | $405.2 萬 | 0.01% | +1,719+4.3% | 加碼 |
| Colony Group, LLC | 41,730 | $406.4 萬 | 0.00% | −564−1.3% | 減碼 |
| Thrivent Financial for Lutherans | 43,966 | $428.2 萬 | 0.01% | −1,960−4.3% | 減碼 |
| Great West Life Assurance Co | 44,485 | $433.6 萬 | 0.01% | −2,035−4.4% | 減碼 |