Who Owns AXA (AXAHY)? -- Institutional Holders (2026-06-30)

24 institutions reported holding $55.8M of AXA (AXAHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ($21.4M), Ramirez Asset Management, Inc. ($16.7M), Altrius Capital Management Inc ($10.4M), RHUMBLINE ADVISERS ($2.8M), Ativo Capital Management LLC ($1.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$21.4M425,083Trimmed
2Ramirez Asset Management, Inc.$16.7M332,993Added
3Altrius Capital Management Inc$10.4M207,886Added
4RHUMBLINE ADVISERS$2.8M55,196Added
5Ativo Capital Management LLC$1.6M32,076Trimmed
6CARRET ASSET MANAGEMENT, LLC$916,19518,275Hold
7RNC CAPITAL MANAGEMENT LLC$574,24311,430Trimmed
8GAMMA Investing LLC$495,8199,869Added
9YOUSIF CAPITAL MANAGEMENT, LLC$422,7288,432Trimmed
10ATLAS CAPITAL ADVISORS INC.$241,7544,812Hold
11WELLINGTON-ALTUS USA INC.$44,309980Hold
12Salomon & Ludwin, LLC$39,048786Hold
13BOYD WATTERSON ASSET MANAGEMENT LLC/OH$37,099740Hold
14Westside Investment Management, Inc.$32,957656Hold
15First Command Advisory Services, Inc.$18,639371Added
16PNC Financial Services Group, Inc.$15,876316Trimmed
17IMA Advisory Services, Inc.$15,474308Added
18RMG Wealth Management LLC$13,764267Trimmed
19Gleason Group, Inc.$3,66073New
20COMPASS FINANCIAL MANAGEMENT LLC$1,96638New
21HANTZ FINANCIAL SERVICES, INC.$1,00013Hold
22Boston Common Asset Management, LLC$00Exited
23RESOURCES MANAGEMENT CORP /CT/ /ADV$00Exited
24NBC SECURITIES, INC.$00Exited

Source: SEC Form 13F filings · as of 2026-06-30