AXA (AXAHY): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Who owns AXA?
AXA trades in the U.S. through ADRs, certificates that represent shares of a non-U.S. company. Form 13F counts ADRs while the company reports ordinary shares, so we do not compute percentages. As of Jun 30, 2026, the largest ADR holders reported on Form 13F were Ferguson Wellman Capital Management (425,083 ADRs), Ramirez Asset Management (332,993 ADRs) and Altrius Capital Management (207,886 ADRs).
Which institutions hold the most AXA shares?
Per Form 13F filings as of Jun 30, 2026, in ADRs:
- 1. Ferguson Wellman Capital Management: 425,083 ADRs
- 2. Ramirez Asset Management: 332,993 ADRs
- 3. Altrius Capital Management: 207,886 ADRs
- 4. Rhumbline Advisers: 55,196 ADRs
- 5. Ativo Capital Management: 32,076 ADRs
- 6. Carret Asset Management: 18,275 ADRs
- 7. RNC Capital Management: 11,430 ADRs
- 8. GAMMA Investing: 9,869 ADRs
- 9. Yousif Capital Management: 8,432 ADRs
- 10. Atlas Capital Advisors: 4,812 ADRs
We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of AXAHY (all 13F filers)
- Ferguson Wellman Capital Management425 KType not verified−2,315
- Ramirez Asset Management333 KType not verified+48 K
- Altrius Capital Management208 KType not verified+7,370
- Rhumbline Advisers55 KIndex manager+529
- Ativo Capital Management32 KType not verified−1
- Carret Asset Management18 KType not verified0
- RNC Capital Management11 KType not verified−345
- GAMMA Investing9,869Type not verified+995
- Yousif Capital Management8,432Type not verified−38 K
- Atlas Capital Advisors4,812Type not verified0
- Shares
- 425 K
- Change
- −2,315
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- Type
- Type not verified
- Value
- $21.4M
- Ramirez Asset Management
- Shares
- 333 K
- Change
- +48 K
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- Type
- Type not verified
- Value
- $16.7M
- Altrius Capital Management
- Shares
- 208 K
- Change
- +7,370
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- Type
- Type not verified
- Value
- $10.4M
- Shares
- 55 K
- Change
- +529
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- Type
- Index manager
- Value
- $2.8M
- Ativo Capital Management
- Shares
- 32 K
- Change
- −1
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- Type
- Type not verified
- Value
- $1.6M
- Shares
- 18 K
- Change
- 0
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- Type
- Type not verified
- Value
- $916K
- Shares
- 11 K
- Change
- −345
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- Type
- Type not verified
- Value
- $574K
- Shares
- 9,869
- Change
- +995
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- Type
- Type not verified
- Value
- $496K
- Shares
- 8,432
- Change
- −38 K
See more
- Type
- Type not verified
- Value
- $423K
- Atlas Capital Advisors
- Shares
- 4,812
- Change
- 0
See more
- Type
- Type not verified
- Value
- $242K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗