AXA SA (AXAHY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
19
Reporting holders
$55.9M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $21.4M | 425,083 | 0.26% | 2q | -0.5%-$116.3K |
| Ramirez Asset Management, Inc. | $16.7M | 332,993 | 1.74% | 11q | +16.8%+$2.4M |
| Altrius Capital Management Inc | $10.4M | 207,886 | 1.98% | 17q | +3.7%+$370.3K |
| RHUMBLINE ADVISERS | $2.8M | 55,196 | 0.00% | 13q | +1.0%+$26.6K |
| Ativo Capital Management LLC | $1.6M | 32,076 | 1.23% | 10q | HELD |
| CARRET ASSET MANAGEMENT, LLC | $916.2K | 18,275 | 0.08% | 31q | HELD |
| RNC CAPITAL MANAGEMENT LLC | $574.2K | 11,430 | 0.02% | 21q | -2.9%-$17.3K |
| GAMMA Investing LLC | $495.8K | 9,869 | 0.02% | 11q | +11.2%+$50.0K |
| ATLAS CAPITAL ADVISORS INC. | $463.0K | 9,624 | 0.03% | 14q | +100.0%+$231.5K |
| YOUSIF CAPITAL MANAGEMENT, LLC | $422.7K | 8,432 | 0.00% | 19q | -81.8%-$1.9M |
| Salomon & Ludwin, LLC | $39.0K | 786 | 0.00% | 12q | HELD |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $37.1K | 740 | 0.01% | 15q | HELD |
| Westside Investment Management, Inc. | $33.0K | 656 | 0.00% | 5q | HELD |
| First Command Advisory Services, Inc. | $18.6K | 371 | 0.00% | 2q | +4537.5%+$18.2K |
| PNC Financial Services Group, Inc. | $15.9K | 316 | 0.00% | 18q | -1.9% |
| IMA Advisory Services, Inc. | $15.5K | 308 | 0.00% | 3q | +327.8%+$11.9K |
| RMG Wealth Management LLC | $13.8K | 267 | 0.00% | 2q | -25.4%-$4.7K |
| Gleason Group, Inc. | $3.7K | 73 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.0K | 38 | 0.00% | new | FIRST |
| HANTZ FINANCIAL SERVICES, INC. | $1 | 13 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 19 | $55.9M | 1,114,419 | 1 | 7 | 5 | 0.0% |
| Q1 2026 | 19 | $55.1M | 1,203,996 | 3 | 5 | 4 | 0.0% |
| Q4 2025 | 22 | $33.8M | 705,479 | 3 | 4 | 6 | 0.0% |
| Q3 2025 | 17 | $33.6M | 703,203 | 0 | 5 | 9 | 0.0% |
| Q2 2025 | 22 | $37.0M | 755,216 | 2 | 8 | 7 | 0.0% |
| Q1 2025 | 21 | $29.9M | 700,291 | 3 | 6 | 6 | 0.0% |
| Q4 2024 | 18 | $25.3M | 712,632 | 1 | 5 | 7 | 0.0% |
| Q3 2024 | 16 | $20.5M | 532,645 | 1 | 5 | 5 | 0.0% |
| Q2 2024 | 19 | $54.6M | 1,665,216 | 0 | 5 | 7 | 0.0% |
| Q1 2024 | 20 | $60.5M | 1,609,943 | 1 | 5 | 6 | 0.0% |
| Q4 2023 | 20 | $48.9M | 1,497,303 | 2 | 4 | 4 | 0.0% |
| Q3 2023 | 19 | $42.5M | 1,429,224 | 3 | 5 | 6 | 0.0% |
| Q2 2023 | 16 | $42.0M | 1,419,003 | 3 | 3 | 5 | 0.0% |
| Q1 2023 | 14 | $42.5M | 1,390,335 | 2 | 5 | 1 | 0.0% |
| Q4 2022 | 11 | $37.0M | 1,326,627 | 2 | 5 | 0 | 0.0% |
| Q3 2022 | 15 | $39.7M | 1,815,640 | 5 | 5 | 3 | 0.0% |
| Q2 2022 | 14 | $39.5M | 1,737,558 | 2 | 4 | 3 | 0.0% |
| Q1 2022 | 14 | $48.7M | 1,663,237 | 3 | 6 | 2 | 0.0% |
| Q4 2021 | 14 | $49.4M | 1,659,851 | 0 | 3 | 4 | 0.0% |
| Q3 2021 | 16 | $49.3M | 1,765,652 | 1 | 4 | 4 | 0.0% |
| Q2 2021 | 20 | $43.5M | 1,713,322 | 2 | 5 | 3 | 0.0% |
| Q1 2021 | 21 | $120.3M | 4,447,186 | 1 | 5 | 5 | 0.0% |
| Q4 2020 | 22 | $105.6M | 4,409,097 | 4 | 5 | 4 | 0.0% |
| Q3 2020 | 16 | $79.9M | 4,317,593 | 2 | 6 | 5 | 0.0% |
| Q2 2020 | 17 | $87.2M | 4,173,433 | 2 | 8 | 4 | 0.0% |
| Q1 2020 | 18 | $61.6M | 3,563,483 | 1 | 8 | 3 | 0.0% |
| Q4 2019 | 22 | $97.2M | 3,452,363 | 1 | 8 | 6 | 0.0% |
| Q3 2019 | 20 | $84.4M | 3,322,545 | 2 | 8 | 6 | 0.0% |
| Q2 2019 | 25 | $100.8M | 3,848,406 | 3 | 7 | 6 | 0.0% |
| Q1 2019 | 27 | $94.5M | 3,754,294 | 4 | 8 | 8 | 0.0% |
| Q4 2018 | 23 | $76.1M | 3,552,883 | 0 | 0 | 0 | 0.0% |