SEC 13F Intelligence

AXAHYAXA SA

CUSIP 054536107 · Yahoo Finance ↗ · Google Finance ↗

Axa SA (AXAHY) has 20 institutional holders in Filings Flow’s 13F database, together reporting 1.24M shares worth $57M as of Q1 2026. The largest reported holders are Ferguson Wellman Capital Management, Inc, Ramirez Asset Management, Inc., and Altrius Capital Management Inc.

Institutional Holders
20
Q1 2026
Reported Value
$57M
Ticker
AXAHY
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 21Q4 ’18Q1 ’19: 23Q2 ’19: 21Q2 ’19Q3 ’19: 19Q2 ’21: 20Q2 ’21Q4 ’21: 13Q4 ’22: 17Q4 ’22Q4 ’25: 24Q1 ’26: 20Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $491MQ4 ’18Q1 ’19: $94MQ2 ’19: $93MQ2 ’19Q3 ’19: $84MQ2 ’21: $113MQ2 ’21Q4 ’21: $49MQ4 ’22: $37MQ4 ’22Q4 ’25: $34MQ1 ’26: $57MQ1 ’26Q2 ’26: $495,819filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Altrius Capital Management Inc$503M AUM1.84%$9M200.5KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM1.55%$13M285.1KQ1 2026OLDER
Ativo Capital Management LLC$115M AUM1.28%$1M32.1KQ1 2026OLDER
Boston Common Asset Management, LLC$1.7B AUM0.45%$7M155.3KQ1 2026OLDER
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM0.27%$20M427.4KQ1 2026OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.08%$826,26018.3KQ1 2026OLDER
RNC CAPITAL MANAGEMENT LLC$2.2B AUM0.03%$571,41711.9KQ4 2025OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.03%$221,2894.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M46.2KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.02%$86,3821.8KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.02%$495,8199.9KQ2 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.01%$33,457740Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$30,733656Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$7,246151Q4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$36,824786Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M54.7KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$3,94582Q4 2025OLDER
RMG Wealth Management LLC$866M AUM0.00%$16,561358Q1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$2,87960Q4 2025OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$3,31172Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$2,21549Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$5,231109Q4 2025OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.00%$962Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$14,808322Q1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$3688Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.