Axa SA - AXAHY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 427,398 | 19,654 | 0.27% | — | 1 | +427,398 | New | Q1 2026 | May 01, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 285,076 | 12,923 | 1.55% | 1.12% | 2 | +109,117 | 62.01% | Q1 2026 | May 12, 2026 |
| Altrius Capital Management Inc | History | Added to | 200,516 | 9,221 | 1.83% | 1.98% | 3 | +6,085 | 3.13% | Q1 2026 | May 05, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 111,298 | 5,118 | 0.33% | 0.45% | 4 | -44,028 | -28.35% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 54,667 | 2,513 | 0.0% | 0.0% | 5 | +1,049 | 1.96% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 46,237 | 2,090 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ativo Capital Management LLC | History | Added to | 32,077 | 1,475 | 1.28% | 1.35% | 7 | +9 | 0.03% | Q1 2026 | May 01, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 18,275 | 826 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 11,907 | 571 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Added to | 8,874 | 408 | 0.02% | 0.02% | 10 | +851 | 10.61% | Q1 2026 | Apr 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 4,812 | 221 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 786 | 36 | 0.0% | 0.0% | 12 | +97 | 14.08% | Q1 2026 | May 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 740 | 33 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 656 | 30 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RMG Wealth Management LLC | History | New | 358 | 16 | 0.0% | — | 15 | +358 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 322 | 14 | 0.0% | 0.0% | 16 | -76 | -19.1% | Q1 2026 | May 08, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 252 | 12 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 72 | 3 | 0.0% | 0.0% | 18 | -15 | -17.24% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 49 | 2 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 13 | 1 | 0.0% | 0.0% | 20 | -12 | -48.0% | Q1 2026 | May 01, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,800 | -100.0% | Q1 2026 | May 12, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 17, 2026 |