Axa SA - AXAHY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Altrius Capital Management Inc | History | Added to | 194,431 | 9,330 | 1.98% | 1.88% | 1 | +22,669 | 13.2% | Q4 2025 | Feb 02, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 175,959 | 8,464 | 1.12% | 1.13% | 2 | +4,814 | 2.81% | Q4 2025 | Feb 11, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 155,326 | 7,472 | 0.38% | 0.26% | 3 | -38,448 | -19.84% | Q4 2025 | Jan 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 53,618 | 2,573 | 0.0% | 0.0% | 4 | +10,001 | 22.93% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 46,237 | 2,097 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ativo Capital Management LLC | History | Reduced | 32,068 | 1,538 | 1.35% | 1.39% | 6 | -2,180 | -6.37% | Q4 2025 | Feb 02, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 18,275 | 879 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 11,907 | 571 | 0.03% | 0.03% | 8 | +479 | 4.19% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Reduced | 8,023 | 385 | 0.02% | 0.02% | 9 | -84 | -1.04% | Q4 2025 | Jan 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 4,812 | 230 | 0.03% | — | 10 | +4,812 | New | Q4 2025 | Feb 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 1,800 | 86 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 740 | 35 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 689 | 33 | 0.0% | 0.0% | 13 | -51 | -6.89% | Q4 2025 | Jan 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 656 | 31 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 398 | 19 | 0.0% | 0.0% | 15 | -25 | -5.91% | Q4 2025 | Feb 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 252 | 12 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 151 | 7 | 0.0% | — | 17 | +151 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 109 | 5 | 0.0% | — | 18 | +109 | New | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | New | 87 | 4 | 0.0% | — | 19 | +87 | New | Q4 2025 | Feb 11, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 60 | 2 | 0.0% | 0.0% | 22 | -60 | -50.0% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | No change | 49 | 2 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 25 | 1 | 0.0% | — | 23 | +25 | New | Q4 2025 | Feb 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |