Who Owns AXA (AXAHY)? -- Institutional Holders (2026-03-31)

26 institutions reported holding $54.6M of AXA (AXAHY) in SEC 13F filings for 2026-03-31. Largest institutional holders: FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ($19.7M), Ramirez Asset Management, Inc. ($12.9M), Altrius Capital Management Inc ($9.2M), Boston Common Asset Management, LLC ($5.1M), RHUMBLINE ADVISERS ($2.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$19.7M427,398New
2Ramirez Asset Management, Inc.$12.9M285,076Added
3Altrius Capital Management Inc$9.2M200,516Added
4Boston Common Asset Management, LLC$5.1M111,298Trimmed
5RHUMBLINE ADVISERS$2.5M54,667Added
6YOUSIF CAPITAL MANAGEMENT, LLC$2.1M46,237Hold
7Ativo Capital Management LLC$1.5M32,077Added
8CARRET ASSET MANAGEMENT, LLC$826,26018,275Hold
9GAMMA Investing LLC$408,0908,874Added
10ATLAS CAPITAL ADVISORS INC.$221,2894,812Hold
11Salomon & Ludwin, LLC$36,824786Added
12BOYD WATTERSON ASSET MANAGEMENT LLC/OH$33,457740Hold
13Westside Investment Management, Inc.$30,733656Hold
14RMG Wealth Management LLC$16,561358New
15PNC Financial Services Group, Inc.$14,808322Trimmed
16RESOURCES MANAGEMENT CORP /CT/ /ADV$12,000252Hold
17IMA Advisory Services, Inc.$3,31172Trimmed
18NBC SECURITIES, INC.$2,21549Hold
19HANTZ FINANCIAL SERVICES, INC.$1,00013Trimmed
20First Command Advisory Services, Inc.$3688New
21Ancora Advisors LLC$00Exited
22Wealth Preservation Advisors, LLC$00Exited
23PARADIGM ASSET MANAGEMENT CO LLC$00Exited
24Murphy & Mullick Capital Management Corp$00Exited
25AMERIFLEX GROUP, INC.$00Exited

Source: SEC Form 13F filings · as of 2026-03-31