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This page summarizes the AXON holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether AXON is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing AXON Share Count |
|---|
| Harel Insurance Investments & Financial Services Ltd. |
1 |
509 |
+508 |
+50800.00% |
| UMB Bank N A MO |
444 |
17,869 |
+17,425 |
+3924.55% |
| SYSTM Wealth Solutions LLC |
84 |
2,066 |
+1,982 |
+2359.52% |
| Chicago Capital LLC |
4,871 |
21,548 |
+16,677 |
+342.37% |
| Assenagon Asset Management S.A. |
18,281 |
68,567 |
+50,286 |
+275.07% |
| Leeward Financial Partners LLC |
871 |
2,477 |
+1,606 |
+184.39% |
| Westside Investment Management Inc. |
100 |
270 |
+170 |
+170.00% |
| Dynamic Advisor Solutions LLC |
924 |
2,414 |
+1,490 |
+161.26% |
| Carmichael Hill & Associates Inc. |
50 |
100 |
+50 |
+100.00% |
| Los Angeles Capital Management & Equity Research Inc. |
55,250 |
99,332 |
+44,082 |
+79.79% |
| Diversified Trust Co |
1,327 |
2,140 |
+813 |
+61.27% |
| PFG Investments LLC |
2,425 |
3,765 |
+1,340 |
+55.26% |
| Commonwealth Equity Services LLC |
40,227 |
60,756 |
+20,529 |
+51.03% |
| Sequoia Financial Advisors LLC |
1,080 |
1,623 |
+543 |
+50.28% |
| Rise Advisors LLC |
96 |
143 |
+47 |
+48.96% |
| DekaBank Deutsche Girozentrale |
11,685 |
16,986 |
+5,301 |
+45.37% |
| AdvisorNet Financial Inc |
5 |
7 |
+2 |
+40.00% |
| GAMMA Investing LLC |
332 |
462 |
+130 |
+39.16% |
| Robeco Institutional Asset Management B.V. |
59,319 |
76,540 |
+17,221 |
+29.03% |
| Veracity Capital LLC |
1,120 |
1,433 |
+313 |
+27.95% |
| AMF Pensionsforsakring AB |
27,108 |
34,341 |
+7,233 |
+26.68% |
| Renaissance Group LLC |
8,473 |
10,357 |
+1,884 |
+22.24% |
| SeaCrest Wealth Management LLC |
1,565 |
1,904 |
+339 |
+21.66% |
| Venturi Wealth Management LLC |
511 |
612 |
+101 |
+19.77% |
| DNB Asset Management AS |
14,591 |
17,415 |
+2,824 |
+19.35% |
| Valeo Financial Advisors LLC |
957 |
1,141 |
+184 |
+19.23% |
| Dakota Wealth Management |
2,804 |
3,260 |
+456 |
+16.26% |
| Capital Market Strategies LLC |
1,256 |
1,456 |
+200 |
+15.92% |
| Lindbrook Capital LLC |
172 |
198 |
+26 |
+15.12% |
| Sumitomo Mitsui Trust Holdings Inc. |
148,363 |
170,376 |
+22,013 |
+14.84% |
| Massmutual Trust Co. FSB ADV |
197 |
226 |
+29 |
+14.72% |
| Stratos Wealth Partners LTD. |
5,342 |
5,951 |
+609 |
+11.40% |
| Private Trust Co. NA |
80 |
87 |
+7 |
+8.75% |
| Valley National Advisers Inc. |
12 |
13 |
+1 |
+8.33% |
| MV Capital Management Inc. |
13 |
14 |
+1 |
+7.69% |
| Kovack Advisors Inc. |
5,805 |
6,229 |
+424 |
+7.30% |
| Spire Wealth Management |
3,475 |
3,717 |
+242 |
+6.96% |
| HB Wealth Management LLC |
1,139 |
1,209 |
+70 |
+6.15% |
| Total Clarity Wealth Management Inc. |
1,107 |
1,174 |
+67 |
+6.05% |
| CWM LLC |
2,620 |
2,777 |
+157 |
+5.99% |
| Moseley Investment Management Inc. |
2,961 |
3,137 |
+176 |
+5.94% |
| Greenleaf Trust |
1,556 |
1,647 |
+91 |
+5.85% |
| Brookstone Capital Management |
798 |
839 |
+41 |
+5.14% |
| Wealth Enhancement Advisory Services LLC |
7,200 |
7,519 |
+319 |
+4.43% |
| Principal Financial Group Inc. |
99,556 |
103,608 |
+4,052 |
+4.07% |
| Maryland State Retirement & Pension System |
5,310 |
5,522 |
+212 |
+3.99% |
| Duncker Streett & Co. Inc. |
2,877 |
2,973 |
+96 |
+3.34% |
| Aubrey Capital Management Ltd |
15,100 |
15,600 |
+500 |
+3.31% |
| Natixis Advisors L.P. |
24,792 |
25,611 |
+819 |
+3.30% |
| Allworth Financial LP |
911 |
935 |
+24 |
+2.63% |
| Beese Fulmer Investment Management Inc. |
3,772 |
3,848 |
+76 |
+2.01% |
| WCM Investment Management LLC |
5,779 |
5,894 |
+115 |
+1.99% |
| Gulf International Bank UK Ltd |
5,757 |
5,843 |
+86 |
+1.49% |
| Fielder Capital Group LLC |
1,133 |
1,147 |
+14 |
+1.24% |
| Juncture Wealth Strategies LLC |
4,099 |
4,148 |
+49 |
+1.20% |
| Global Retirement Partners LLC |
825 |
834 |
+9 |
+1.09% |
| Czech National Bank |
12,336 |
12,421 |
+85 |
+0.69% |
| Schaper Benz & Wise Investment Counsel Inc. WI |
16,028 |
16,096 |
+68 |
+0.42% |
| Institute for Wealth Management LLC. |
20,750 |
20,833 |
+83 |
+0.40% |
| Ulland Investment Advisors LLC |
22,066 |
22,155 |
+89 |
+0.40% |
| New York State Teachers Retirement System |
72,453 |
72,715 |
+262 |
+0.36% |
| Retirement Systems of Alabama |
15,523 |
15,546 |
+23 |
+0.15% |
| Clarius Group LLC |
2,613 |
2,617 |
+4 |
+0.15% |
| 13F Filers Reporting New Positions In AXON |
|---|
| Cigna Investments Inc. New |
0 |
738 |
+738 |
+100% |
| First Hawaiian Bank |
0 |
3,188 |
+3,188 |
+100% |
| First Citizens Bank & Trust Co. |
0 |
892 |
+892 |
+100% |
| Regions Financial Corp |
0 |
666 |
+666 |
+100% |
| Blue Bell Private Wealth Management LLC |
0 |
132 |
+132 |
+100% |
| Ballentine Partners LLC |
0 |
689 |
+689 |
+100% |
| Exchange Traded Concepts LLC |
0 |
54 |
+54 |
+100% |
| YHB Investment Advisors Inc. |
0 |
400 |
+400 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
1,413 |
+1,413 |
+100% |
| Mather Group LLC. |
0 |
548 |
+548 |
+100% |
| Capital Advisors Ltd. LLC |
0 |
1 |
+1 |
+100% |
| MCF Advisors LLC |
0 |
1 |
+1 |
+100% |
| Schnieders Capital Management LLC |
0 |
780 |
+780 |
+100% |
| USA Financial Portformulas Corp |
0 |
124 |
+124 |
+100% |
| First PREMIER Bank |
0 |
107 |
+107 |
+100% |
| WESPAC Advisors SoCal LLC |
0 |
1,838 |
+1,838 |
+100% |
| Symmetry Partners LLC |
0 |
747 |
+747 |
+100% |
| SpiderRock Advisors LLC |
0 |
2,267 |
+2,267 |
+100% |
| Silvant Capital Management LLC |
0 |
12,024 |
+12,024 |
+100% |
| Oak Thistle LLC |
0 |
1,091 |
+1,091 |
+100% |
| Main Street Financial Solutions LLC |
0 |
5,010 |
+5,010 |
+100% |
| Wealthfront Advisers LLC |
0 |
656 |
+656 |
+100% |
| Insight Folios Inc |
0 |
659 |
+659 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
668 |
+668 |
+100% |
| TFC Financial Management |
0 |
1 |
+1 |
+100% |
| Planned Solutions Inc. |
0 |
1,171 |
+1,171 |
+100% |
| Veriti Management LLC |
0 |
645 |
+645 |
+100% |
| Hennion & Walsh Asset Management Inc. |
0 |
1,252 |
+1,252 |
+100% |
| Whalen Wealth Management Inc. |
0 |
813 |
+813 |
+100% |
| Congress Wealth Management LLC DE |
0 |
972 |
+972 |
+100% |
| Perfromance Wealth Partners LLC |
0 |
665 |
+665 |
+100% |
| Simplicity Wealth LLC |
0 |
1,574 |
+1,574 |
+100% |
| Trivant Custom Portfolio Group LLC |
0 |
100 |
+100 |
+100% |
| Norden Group LLC |
0 |
1,635 |
+1,635 |
+100% |
| Focus Financial Network Inc. |
0 |
1,000 |
+1,000 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
5,515 |
5,515 |
UNCH |
0.00% |
| State of Michigan Retirement System |
19,300 |
19,300 |
UNCH |
0.00% |
| Capital Advisors Inc. OK |
2,510 |
2,510 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
350 |
350 |
UNCH |
0.00% |
| Meritage Portfolio Management |
1,500 |
1,500 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
550 |
550 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
700 |
700 |
UNCH |
0.00% |
| Adirondack Trust Co. |
250 |
250 |
UNCH |
0.00% |
| Shikiar Asset Management Inc. |
3,000 |
3,000 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
583 |
583 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
43 |
43 |
UNCH |
0.00% |
| First National Trust Co |
800 |
800 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
200 |
200 |
UNCH |
0.00% |
| Gradient Investments LLC |
35 |
35 |
UNCH |
0.00% |
| Windsor Capital Management LLC |
4,000 |
4,000 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
93 |
93 |
UNCH |
0.00% |
| JFS Wealth Advisors LLC |
11 |
11 |
UNCH |
0.00% |
| Naples Global Advisors LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
200 |
200 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
553 |
553 |
UNCH |
0.00% |
| Copperwynd Financial LLC |
797 |
797 |
UNCH |
0.00% |
| Measured Wealth Private Client Group LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
1,072 |
1,072 |
UNCH |
0.00% |
| Ellenbecker Investment Group |
887 |
887 |
UNCH |
0.00% |
| Versant Capital Management Inc |
2 |
2 |
UNCH |
0.00% |
| Quad Cities Investment Group LLC |
1,750 |
1,750 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
38 |
38 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
50 |
50 |
UNCH |
0.00% |
| Tsfg LLC |
400 |
400 |
UNCH |
0.00% |
| CVA Family Office LLC |
35 |
35 |
UNCH |
0.00% |
| Trinity Financial Advisors LLC |
790 |
790 |
UNCH |
0.00% |
| DMG Group LLC |
964 |
964 |
UNCH |
0.00% |
| Wealthspan Partners LLC |
920 |
920 |
UNCH |
0.00% |
| City State Bank |
580 |
580 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
40 |
40 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
500 |
500 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
44 |
44 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
356 |
356 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
1,750 |
1,750 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
17 |
17 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
17 |
17 |
UNCH |
0.00% |
| Financial Perspectives Inc |
146 |
146 |
UNCH |
0.00% |
| Tyche Wealth Partners LLC |
2,907 |
2,907 |
UNCH |
0.00% |
| Planning Capital Management Corp |
66 |
66 |
UNCH |
0.00% |
| 13F Filers Decreasing AXON Share Count |
|---|
| Conestoga Capital Advisors LLC |
529,485 |
100,713 |
-428,772 |
-80.98% |
| Salem Investment Counselors Inc. |
70 |
25 |
-45 |
-64.29% |
| Griffin Asset Management Inc. |
1,427 |
700 |
-727 |
-50.95% |
| Caldwell Sutter Capital Inc. |
11 |
6 |
-5 |
-45.45% |
| Amalgamated Bank |
26,204 |
15,276 |
-10,928 |
-41.70% |
| 17 Capital Partners LLC |
4,290 |
2,660 |
-1,630 |
-38.00% |
| Handelsinvest Investeringsforvaltning |
2,302 |
1,515 |
-787 |
-34.19% |
| Raymond James Financial Services Advisors Inc. |
45,160 |
29,826 |
-15,334 |
-33.95% |
| Newbridge Financial Services Group Inc. |
747 |
527 |
-220 |
-29.45% |
| Tilia Fiduciary Partners Inc. |
1,475 |
1,044 |
-431 |
-29.22% |
| Moody National Bank Trust Division |
14,386 |
11,436 |
-2,950 |
-20.51% |
| Triasima Portfolio Management inc. |
9,444 |
7,619 |
-1,825 |
-19.32% |
| Zurcher Kantonalbank Zurich Cantonalbank |
50,428 |
41,205 |
-9,223 |
-18.29% |
| Capital Investment Advisors LLC |
844 |
715 |
-129 |
-15.28% |
| Fifth Third Bancorp |
1,453 |
1,242 |
-211 |
-14.52% |
| Semanteon Capital Management LP |
4,507 |
3,864 |
-643 |
-14.27% |
| Private Advisor Group LLC |
11,381 |
9,768 |
-1,613 |
-14.17% |
| Artemis Investment Management LLP |
107,663 |
93,414 |
-14,249 |
-13.23% |
| Ashton Thomas Private Wealth LLC |
2,072 |
1,830 |
-242 |
-11.68% |
| Raymond James Trust N.A. |
2,935 |
2,613 |
-322 |
-10.97% |
| Harbor Investment Advisory LLC |
100 |
90 |
-10 |
-10.00% |
| Mn Services Vermogensbeheer B.V. |
31,800 |
28,800 |
-3,000 |
-9.43% |
| First Horizon Advisors Inc. |
860 |
779 |
-81 |
-9.42% |
| GraniteShares Advisors LLC |
2,091 |
1,899 |
-192 |
-9.18% |
| State of Alaska Department of Revenue |
35,396 |
32,261 |
-3,135 |
-8.86% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
17,300 |
15,800 |
-1,500 |
-8.67% |
| Silverlake Wealth Management LLC |
1,641 |
1,500 |
-141 |
-8.59% |
| Securian Asset Management Inc |
4,490 |
4,105 |
-385 |
-8.57% |
| Legacy Bridge LLC |
3,236 |
2,986 |
-250 |
-7.73% |
| Flagship Harbor Advisors LLC |
1,914 |
1,784 |
-130 |
-6.79% |
| Raymond James & Associates |
83,655 |
78,568 |
-5,087 |
-6.08% |
| Bank of New York Mellon Corp |
691,449 |
653,816 |
-37,633 |
-5.44% |
| Sweet Financial Partners LLC |
1,960 |
1,860 |
-100 |
-5.10% |
| Shilanski & Associates Inc. |
6,722 |
6,406 |
-316 |
-4.70% |
| Louisiana State Employees Retirement System |
4,300 |
4,100 |
-200 |
-4.65% |
| Yousif Capital Management LLC |
12,927 |
12,333 |
-594 |
-4.60% |
| Allspring Global Investments Holdings LLC |
338,334 |
323,683 |
-14,651 |
-4.33% |
| Cambridge Investment Research Advisors Inc. |
8,251 |
7,913 |
-338 |
-4.10% |
| Hartford Investment Management Co. |
4,745 |
4,562 |
-183 |
-3.86% |
| California Public Employees Retirement System |
104,638 |
101,195 |
-3,443 |
-3.29% |
| New Mexico Educational Retirement Board |
3,636 |
3,536 |
-100 |
-2.75% |
| Heritage Investors Management Corp |
9,298 |
9,054 |
-244 |
-2.62% |
| SJS Investment Consulting Inc. |
259 |
253 |
-6 |
-2.32% |
| Vaughan Nelson Investment Management L.P. |
104,587 |
102,568 |
-2,019 |
-1.93% |
| Park Avenue Securities LLC |
4,114 |
4,035 |
-79 |
-1.92% |
| IFM Investors Pty Ltd |
14,859 |
14,615 |
-244 |
-1.64% |
| Altfest L J & Co. Inc. |
6,100 |
6,000 |
-100 |
-1.64% |
| NBC Securities Inc. |
3,843 |
3,798 |
-45 |
-1.17% |
| Cookson Peirce & Co. Inc. |
49,823 |
49,266 |
-557 |
-1.12% |
| Purus Wealth Management LLC |
2,042 |
2,023 |
-19 |
-0.93% |
| RFG Advisory LLC |
3,003 |
2,983 |
-20 |
-0.67% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,853 |
2,834 |
-19 |
-0.67% |
| Moody Lynn & Lieberson LLC |
12,014 |
11,935 |
-79 |
-0.66% |
| Benjamin F. Edwards & Company Inc. |
2,690 |
2,689 |
-1 |
-0.04% |
| 13F Filers Exiting AXON |
|---|
| BKM Wealth Management LLC |
125 |
0 |
-125 |
-100.00% |
| Turtle Creek Wealth Advisors LLC |
85 |
0 |
-85 |
-100.00% |
| Strategic Advocates LLC |
5,757 |
0 |
-5,757 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
8 |
0 |
-8 |
-100.00% |
| Tennessee Valley Asset Management Partners |
29 |
0 |
-29 |
-100.00% |
| International Assets Investment Management LLC |
154,481 |
0 |
-154,481 |
-100.00% |
| Bellevue Asset Management LLC |
6 |
0 |
-6 |
-100.00% |
| Banque Cantonale Vaudoise |
6,597 |
0 |
-6,597 |
-100.00% |
| Triumph Capital Management |
980 |
0 |
-980 |
-100.00% |
| Cordatus Wealth Management LLC |
1,199 |
0 |
-1,199 |
-100.00% |
| Bfsg LLC |
30 |
0 |
-30 |
-100.00% |
| M&R Capital Management Inc. |
10 |
0 |
-10 |
-100.00% |
See Summary: Institutional Holders of AXON
See Details: Top 10 Hedge Funds Holding AXON
Also See: AXON Insider Buying
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