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AXA (AXAHY)

CUSIP: 054536107 | US | Financial Services · Insurance - Diversified | Large Cap | 172 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Ferguson Wellman Capital Management, Inc430,159
0.2% of portfolio›$20.6M
Altrius Capital Management Inc232,643
2.0% of portfolio›$11.1M
Ativo Capital Management LLC32,075
1.2% of portfolio›$1.5M
Carret Asset Management, LLC18,425
0.1% of portfolio›$890.3K
Gamma Investing LLC10,980
0.0% of portfolio›$525.5K
Yousif Capital Management, LLC7,657
0.0% of portfolio›$370.0K
Alta Capital Management LLC/3,313
0.0% of portfolio›$158.6K
Westside Investment Management, Inc.656
0.0% of portfolio›$31.1K
RMG Wealth Management LLC267
0.0% of portfolio›$12.6K
Compass Financial Management LLC118
0.0% of portfolio›$5.6K
Gleason Group, Inc.73
0.0% of portfolio›$3.5K
Ascentis Wealth Management, LLC56
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
Ferguson Wellman Capital Management, Inc
430,159$20.6M0.2%CoreLowPortland, OR2026-10-05
Altrius Capital Management Inc
232,643$11.1M2.0%YieldMediumNew Bern, NC2026-11-05
Ativo Capital Management LLC
32,075$1.5M1.2%MomentumMediumChicago, IL2026-10-27
Carret Asset Management, LLC
18,425$890.3K0.1%CoreVery LowNew York, NY2026-11-04
Gamma Investing LLC
10,980$525.5K0.0%IndexVery LowFoster City, CA2026-10-08
Yousif Capital Management, LLC
7,657$370.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Alta Capital Management LLC/
3,313$158.6K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Westside Investment Management, Inc.
656$31.1K0.0%GrowthLowSanta Monica, CA2026-11-02
RMG Wealth Management LLC
267$12.6K0.0%ETFVery HighPlatteville, WI2026-10-26
Compass Financial Management LLC
118$5.6K0.0%CoreN/ATampa, FL2026-10-30
Gleason Group, Inc.
73$3.5K0.0%ETFVery LowProspect, KY2026-10-15
Ascentis Wealth Management, LLC
56$2.7K0.0%Agg GrowthLowDallas, TX2026-11-03