Who Owns AXA (AXAHY)? -- Institutional Holders (2026-06-30)

24 institutions reported holding $55.8M of AXA (AXAHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ($21.4M), Ramirez Asset Management, Inc. ($16.7M), Altrius Capital Management Inc ($10.4M), RHUMBLINE ADVISERS ($2.8M), Ativo Capital Management LLC ($1.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$21.4M	425,083	Trimmed
2	Ramirez Asset Management, Inc.	$16.7M	332,993	Added
3	Altrius Capital Management Inc	$10.4M	207,886	Added
4	RHUMBLINE ADVISERS	$2.8M	55,196	Added
5	Ativo Capital Management LLC	$1.6M	32,076	Trimmed
6	CARRET ASSET MANAGEMENT, LLC	$916,195	18,275	Hold
7	RNC CAPITAL MANAGEMENT LLC	$574,243	11,430	Trimmed
8	GAMMA Investing LLC	$495,819	9,869	Added
9	YOUSIF CAPITAL MANAGEMENT, LLC	$422,728	8,432	Trimmed
10	ATLAS CAPITAL ADVISORS INC.	$241,754	4,812	Hold
11	WELLINGTON-ALTUS USA INC.	$44,309	980	Hold
12	Salomon & Ludwin, LLC	$39,048	786	Hold
13	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	$37,099	740	Hold
14	Westside Investment Management, Inc.	$32,957	656	Hold
15	First Command Advisory Services, Inc.	$18,639	371	Added
16	PNC Financial Services Group, Inc.	$15,876	316	Trimmed
17	IMA Advisory Services, Inc.	$15,474	308	Added
18	RMG Wealth Management LLC	$13,764	267	Trimmed
19	Gleason Group, Inc.	$3,660	73	New
20	COMPASS FINANCIAL MANAGEMENT LLC	$1,966	38	New
21	HANTZ FINANCIAL SERVICES, INC.	$1,000	13	Hold
22	Boston Common Asset Management, LLC	$0	0	Exited
23	RESOURCES MANAGEMENT CORP /CT/ /ADV	$0	0	Exited
24	NBC SECURITIES, INC.	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30