Vault-13

AXA SA AXAHY

ADR · ADR · CUSIP 054536107

20 institutional holders -1 vs Q1 2026
1,109,6201.1m shares reported held*
$55.7mreported value*
1 new 6 added 6 reduced 3 sold out net sold ≈ $4.8m (-94.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.21.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 16Q4 22: 19Q1 23: 19Q2 23: 20Q3 23: 21Q4 23: 22Q1 24: 22Q2 24: 20Q3 24: 17Q4 24: 18Q1 25: 21Q2 25: 24Q3 25: 18Q4 25: 24Q1 26: 21Q2 26: 2020Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202216
Q4 202219
Q1 202319
Q2 202320
Q3 202321
Q4 202322
Q1 202422
Q2 202420
Q3 202417
Q4 202418
Q1 202521
Q2 202524
Q3 202518
Q4 202524
Q1 202621
Q2 202620

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 5 bought or addedQ3 24: 10 cut or sold outQ4 24: 6 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 9 bought or addedQ1 25: 7 cut or sold outQ2 25: 12 bought or addedQ2 25: 8 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 13 cut or sold outQ4 25: 7 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 11 cut or sold outQ2 26: 7 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024510
Q4 202469
Q1 202597
Q2 2025128
Q3 2025513
Q4 202576
Q1 2026911
Q2 202679

Biggest buyers

Ramirez Asset Management, Inc. Added +47,917+47.9k
Altrius Capital Management Inc Added +7,370+7.4k
GAMMA Investing LLC Added +995+995
RHUMBLINE ADVISERS Added +529+529
First Command Advisory Services, Inc. Added +363+363
IMA Advisory Services, Inc. Added +236+236
Gleason Group, Inc. New +73+73

Biggest sellers

Boston Common Asset Management, LLC Sold out -111,298-111.3k
YOUSIF CAPITAL MANAGEMENT, LLC Reduced -37,805-37.8k
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Reduced -2,315-2.3k
RNC CAPITAL MANAGEMENT LLC Reduced -345-345
RESOURCES MANAGEMENT CORP /CT/ /ADV Sold out -252-252
RMG Wealth Management LLC Reduced -91-91
LANARK FINANCIAL, INC. Sold out -49-49
PNC Financial Services Group, Inc. Reduced -6-6
Ativo Capital Management LLC Reduced -1-1

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.26% of their portfolio PORTLAND, OR 425,083425.1k $21.4m $21.4m 0.26% Reduced -2.3k -2,315
2 Ramirez Asset Management, Inc. 1.74% of their portfolio NEW YORK, NY 332,993333.0k $16.7m $16.7m 1.74% Added +47.9k +47,917
3 Altrius Capital Management Inc 1.98% of their portfolio NEW BERN, NC 207,886207.9k $10.4m $10.4m 1.98% Added +7.4k +7,370
4 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 55,19655.2k $2.8m $2.8m 0.00% Added +529 +529
5 Ativo Capital Management LLC 1.23% of their portfolio CHICAGO, IL 32,07632.1k $1.6m $1.6m 1.23% Reduced -1 -1
6 CARRET ASSET MANAGEMENT, LLC 0.08% of their portfolio NEW YORK, NY 18,27518.3k $916.2k $916.2k 0.08% Unchanged
7 RNC CAPITAL MANAGEMENT LLC 0.02% of their portfolio LOS ANGELES, CA 11,43011.4k $574.2k $574.2k 0.02% Reduced -345 -345
8 GAMMA Investing LLC 0.02% of their portfolio FOSTER CITY, CA 9,8699.9k $495.8k $495.8k 0.02% Added +995 +995
9 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BLOOMFIELD HILLS, MI 8,4328.4k $422.7k $422.7k 0.00% Reduced -37.8k -37,805
10 ATLAS CAPITAL ADVISORS INC. 0.03% of their portfolio JACKSON, WY 4,8124.8k $241.8k $241.8k 0.03% Unchanged
11 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 786786 $39.0k $39.0k 0.00% Unchanged
12 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.01% of their portfolio CLEVELAND, OH 740740 $37.1k $37.1k 0.01% Unchanged
13 Westside Investment Management, Inc. 0.00% of their portfolio SANTA MONICA, CA 656656 $33.0k $33.0k 0.00% Unchanged
14 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 371371 $18.6k $18.6k 0.00% Added +363 +363
15 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 316316 $15.9k $15.9k 0.00% Reduced -6 -6
16 IMA Advisory Services, Inc. 0.00% of their portfolio DENVER, CO 308308 $15.5k $15.5k 0.00% Added +236 +236
17 RMG Wealth Management LLC 0.00% of their portfolio PLATTEVILLE, WI 267267 $13.8k $13.8k 0.00% Reduced -91 -91
18 Gleason Group, Inc. 0.00% of their portfolio PROSPECT, KY 7373 $3.7k $3.7k 0.00% New
19 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 3838 $2.0k $2.0k 0.00% First filing
20 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 1313 $1.0k $1.0k 0.00% Unchanged