18 tracked 13F filers disclose a position in AXAHY as of the latest SEC 13F filings, a combined $53.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $19.7M | 427K | ▲New +427K sh | Q1 2026 | |
| 2 | Ramirez Asset Management, Inc. | $16.7M | 333K | ▲+17% Added · +48K sh | Q2 2026 | |
| 3 | Altrius Capital Management Inc | $10.4M | 208K | ▲+3.7% Added · +7K sh | Q2 2026 | |
| 4 | RHUMBLINE ADVISERS | $2.5M | 55K | ▲+1.9% Added · +1K sh | Q1 2026 | |
| 5 | Ativo Capital Management LLC | $1.6M | 32K | ▼~0% Reduced · −1 sh | Q2 2026 | |
| 6 | CARRET ASSET MANAGEMENT, LLC | $916K | 18K | —Held | Q2 2026 | |
| 7 | RNC CAPITAL MANAGEMENT LLC | $574K | 11K | ▼−2.9% Reduced · −345 sh | Q2 2026 | |
| 8 | GAMMA Investing LLC | $496K | 10K | ▲+11% Added · +995 sh | Q2 2026 | |
| 9 | YOUSIF CAPITAL MANAGEMENT, LLC | $423K | 8K | ▼−82% Reduced · −38K sh | Q2 2026 | |
| 10 | ATLAS CAPITAL ADVISORS INC. | $242K | 5K | —Held | Q2 2026 | |
| 11 | Salomon & Ludwin, LLC | $39K | 786 | —Held | Q2 2026 | |
| 12 | Westside Investment Management, Inc. | $33K | 656 | —Held | Q2 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $15K | 322 | ▼−19% Reduced · −76 sh | Q1 2026 | |
| 14 | IMA Advisory Services, Inc. | $15K | 308 | ▲+328% Added · +236 sh | Q2 2026 | |
| 15 | RMG Wealth Management LLC | $14K | 267 | ▼−25% Reduced · −91 sh | Q2 2026 | |
| 16 | Gleason Group, Inc. | $4K | 73 | ▲New +73 sh | Q2 2026 | |
| 17 | COMPASS FINANCIAL MANAGEMENT LLC | $2K | 38 | ▲New +38 sh | Q2 2026 | |
| 18 | First Command Advisory Services, Inc. | $368 | 8 | ▲New +8 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in AXAHY and 4 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 13 funds | $1.1B |
| MICROSOFT CORPMSFT | 13 funds | $820.3M |
| JPMORGAN CHASE & COJPM | 13 funds | $521.4M |
| CHEVRON CORPCVX | 13 funds | $332.6M |
| CISCO SYSTEMS INCCSCO | 13 funds | $313.2M |
| ABBVIE INCABBV | 13 funds | $304.3M |
| JOHNSON & JOHNSONJNJ | 13 funds | $289.8M |
| PROCTER & GAMBLE CO/THEPG | 13 funds | $209.2M |
| ELI LILLY & COLLY | 13 funds | $187.7M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 13 funds | $178.5M |
| PEPSICO INCPEP | 13 funds | $110.0M |
| PHILLIPS 66PSX | 13 funds | $80.7M |
Ranked by how many of AXAHY's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for AXAHY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AXAHY/capital-change-brief"
Use Arkolith's capital_change_brief for AXAHY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AXAHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.