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DaveManuel.com · Institutional Ownership · Who Owns It

AXA SA SPONSORED ADR (AXAHY)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

21
Reporting holders
$55.8M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$21.4M425,0830.26%2q-0.5%-$116.3K
Ramirez Asset Management, Inc.$16.7M332,9931.74%11q+16.8%+$2.4M
Altrius Capital Management Inc$10.4M207,8861.98%17q+3.7%+$370.3K
RHUMBLINE ADVISERS$2.8M55,1960.00%13q+1.0%+$26.6K
Ativo Capital Management LLC$1.6M32,0761.23%10qHELD
CARRET ASSET MANAGEMENT, LLC$916.2K18,2750.08%31qHELD
RNC CAPITAL MANAGEMENT LLC$574.2K11,4300.02%21q-2.9%-$17.3K
GAMMA Investing LLC$495.8K9,8690.02%11q+11.2%+$50.0K
YOUSIF CAPITAL MANAGEMENT, LLC$422.7K8,4320.00%19q-81.8%-$1.9M
ATLAS CAPITAL ADVISORS INC.$241.8K4,8120.03%14qHELD
WELLINGTON-ALTUS USA INC.$44.3K9800.03%3qHELD
Salomon & Ludwin, LLC$39.0K7860.00%12qHELD
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$37.1K7400.01%15qHELD
Westside Investment Management, Inc.$33.0K6560.00%5qHELD
First Command Advisory Services, Inc.$18.6K3710.00%2q+4537.5%+$18.2K
PNC Financial Services Group, Inc.$15.9K3160.00%18q-1.9%
IMA Advisory Services, Inc.$15.5K3080.00%3q+327.8%+$11.9K
RMG Wealth Management LLC$13.8K2670.00%2q-25.4%-$4.7K
Gleason Group, Inc.$3.7K730.00%newNEW
COMPASS FINANCIAL MANAGEMENT LLC$2.0K380.00%newFIRST
HANTZ FINANCIAL SERVICES, INC.$1.0K130.00%3qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20267$23.2M484,5241210.0%
Q2 202621$55.8M1,110,6001650.0%
Q1 202622$55.2M1,205,2413560.0%
Q4 202525$33.8M706,9144460.0%
Q3 202518$33.6M703,4550590.0%
Q2 202524$37.0M755,5174870.0%
Q1 202521$29.9M700,2913660.0%
Q4 202418$25.3M712,6321570.0%
Q3 202417$29.1M755,1601560.0%
Q2 202420$63.2M1,925,9790580.0%
Q1 202422$70.8M1,882,9022660.0%
Q4 202322$57.2M1,750,6112450.0%
Q3 202321$50.6M1,700,5433570.0%
Q2 202319$50.7M1,714,5113370.0%
Q1 202318$71.1M2,325,7152620.0%
Q4 202217$65.5M2,350,5783560.0%
Q3 202215$86.0M3,942,5115530.0%
Q2 202214$42.5M1,866,4292430.0%
Q1 202214$52.4M1,792,1083620.0%
Q4 202114$49.4M1,659,8510340.0%
Q3 202116$49.3M1,765,6521440.0%
Q2 202120$46.7M1,837,1982530.0%
Q1 202121$123.6M4,571,0621550.0%
Q4 202022$108.5M4,532,9734540.0%
Q3 202016$79.9M4,317,5932650.0%
Q2 202017$87.2M4,173,4332840.0%
Q1 202018$61.6M3,563,4831830.0%
Q4 201922$97.2M3,454,3611860.0%
Q3 201920$84.4M3,324,5432860.0%
Q2 201925$176.0M6,720,5313760.0%
Q1 201926$164.8M6,548,7453880.0%
Q4 201823$550.5M25,580,8330000.0%