Axos Financial, Inc.
AX- Exchange
- NYSE
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001299709
In the last 90 days, Axos Financial, Inc. insiders filed 0 open-market purchases and 2 sales; 391 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Axos Financial, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
Q3 2026 data is still coming in: 253 institutions have reported holding AX so far. See Q3 2026
- Institutional holders
- 391
- +4 vs. Q1 2026
- Shares held
- 48.4M
- +688.3K (+1.4%) vs. Q1 2026
- Total value
- $4.71B
- +$660.5M (+16.3%) vs. Q1 2026
- New holders
- 51
- 141 more added
- Sold out
- 47
- 129 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 391 | $4.71B |
| Q1 2026 | 390 | $4.05B |
| Q4 2025 | 382 | $3.96B |
| Q3 2025 | 385 | $3.82B |
| Q2 2025 | 368 | $3.41B |
| Q1 2025 | 355 | $2.96B |
| Q4 2024 | 358 | $3.30B |
| Q3 2024 | 336 | $3.01B |
| Q2 2024 | 318 | $2.79B |
| Q1 2024 | 310 | $2.64B |
| Q4 2023 | 303 | $2.70B |
| Q3 2023 | 261 | $1.82B |
| Q2 2023 | 260 | $1.90B |
| Q1 2023 | 256 | $1.75B |
| Q4 2022 | 244 | $1.80B |
| Q3 2022 | 251 | $1.61B |
| Q2 2022 | 239 | $1.68B |
| Q1 2022 | 248 | $2.13B |
| Q4 2021 | 244 | $2.54B |
| Q3 2021 | 232 | $2.38B |
| Q2 2021 | 233 | $2.11B |
| Q1 2021 | 233 | $2.11B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,389,477 | $817.1M | 0.01% | +68,179+0.8% | Added |
| Vanguard Portfolio Management LLC | 3,136,801 | $305.5M | 0.01% | +46,026+1.5% | Added |
| State Street Corp | 3,023,908 | $294.5M | 0.01% | +207,211+7.4% | Added |
| FMR LLC | 2,969,246 | $289.2M | 0.01% | +531,572+21.8% | Added |
| American Century Companies Inc | 2,705,653 | $263.5M | 0.12% | +195,246+7.8% | Added |
| Vanguard Capital Management LLC | 2,466,744 | $240.2M | 0.01% | +12,670+0.5% | Added |
| Dimensional Fund Advisors LP | 2,197,135 | $214.0M | 0.04% | +20,132+0.9% | Added |
| Geode Capital Management, LLC | 1,967,141 | $194.1M | 0.01% | +8,711+0.4% | Added |
| Davis Asset Management, L.P. | 1,535,219 | $149.5M | 3.79% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 751,934 | $73.2M | 0.01% | +19,853+2.7% | Added |
| Franklin Resources Inc | 714,462 | $69.6M | 0.02% | −40,532−5.4% | Reduced |
| Northern Trust Corp | 710,371 | $69.2M | 0.01% | +25,659+3.7% | Added |
| Ameriprise Financial Inc | 654,362 | $63.7M | 0.01% | −54,127−7.6% | Reduced |
| Invesco Ltd. | 617,610 | $60.1M | 0.00% | +71,304+13.1% | Added |
| Morgan Stanley | 591,123 | $57.6M | 0.00% | +47,496+8.7% | Added |
| Emerald Advisers, LLC | 536,162 | $52.2M | 1.23% | +39,930+8.0% | Added |
| Wasatch Advisors Inc | 515,576 | $50.2M | 0.33% | −100,805−16.4% | Reduced |
| Geneva Capital Management LLC | 477,009 | $46.5M | 1.07% | −131,072−21.6% | Reduced |
| Wellington Management Group LLP | 470,586 | $45.8M | 0.01% | −367,267−43.8% | Reduced |
| Goldman Sachs Group Inc | 453,375 | $44.2M | 0.00% | +99,686+28.2% | Added |
| Boston Partners | 433,647 | $42.3M | 0.04% | +20,495+5.0% | Added |
| Kennedy Capital Management, Inc. | 426,294 | $41.5M | 0.74% | +194,907+84.2% | Added |
| Arrowstreet Capital, Limited Partnership | 409,682 | $39.9M | 0.02% | +286,794+233.4% | Added |
| Vanguard Fiduciary Trust Co | 379,189 | $36.9M | 0.01% | +10,948+3.0% | Added |
| Bank of New York Mellon Corp | 378,027 | $36.8M | 0.01% | +9,360+2.5% | Added |
| Bragg Financial Advisors, Inc | 377,229 | $36.7M | 0.98% | +21,361+6.0% | Added |
| Citadel Advisors LLC | 375,753 | $36.6M | 0.02% | +306,963+446.2% | Added |
| Emerald Mutual Fund Advisers Trust | 366,712 | $35.7M | 1.26% | +29,972+8.9% | Added |
| Principal Financial Group Inc | 362,676 | $35.3M | 0.02% | +8,725+2.5% | Added |
| Shaker Investments LLC | 356,376 | $34.7M | 12.47% | −12,336−3.3% | Reduced |
| 1832 Asset Management L.P. | 347,070 | $33.8M | 0.04% | −32,714−8.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 317,854 | $31.4M | 0.05% | −114,885−26.5% | Reduced |
| UBS Group AG | 316,780 | $30.9M | 0.00% | +14,964+5.0% | Added |
| Loomis Sayles & Co L P | 290,688 | $28.3M | 0.04% | −7,826−2.6% | Reduced |
| Stieven Capital Advisors, L.P. | 256,345 | $25.0M | 4.77% | +15,600+6.5% | Added |
| Nuveen, LLC | 256,326 | $25.0M | 0.01% | +5,932+2.4% | Added |
| Empowered Funds, LLC | 251,087 | $24.5M | 0.13% | +34,721+16.0% | Added |
| Public Sector Pension Investment Board | 249,863 | $24.3M | 0.06% | −39,197−13.6% | Reduced |
| JPMorgan Chase & Co | 237,791 | $23.2M | 0.00% | −25,062−9.5% | Reduced |
| First Eagle Investment Management, LLC | 213,312 | $20.8M | 0.03% | +48,700+29.6% | Added |
| AQR Capital Management LLC | 201,867 | $19.7M | 0.01% | −32,880−14.0% | Reduced |
| Royce & Associates LP | 201,214 | $19.6M | 0.16% | +66,598+49.5% | Added |
| Raymond James Financial Inc | 174,909 | $17.0M | 0.00% | +31,344+21.8% | Added |
| Bank of America Corp | 168,773 | $16.4M | 0.00% | −52,883−23.9% | Reduced |
| Gator Capital Management, LLC | 166,475 | $16.2M | 3.49% | −20,365−10.9% | Reduced |
| Osterweis Capital Management Inc | 165,685 | $16.1M | 0.76% | +1,945+1.2% | Added |
| Algert Global LLC | 157,663 | $15.4M | 0.18% | −34,181−17.8% | Reduced |
| Empirical Finance, LLC | 152,847 | $14.9M | 0.62% | −25,434−14.3% | Reduced |
| Pembroke Management, LTD | 143,152 | $13.9M | 1.80% | −5,439−3.7% | Reduced |
| Rhumbline Advisers | 139,543 | $13.6M | 0.01% | −16,830−10.8% | Reduced |
| Nomura Asset Management International Inc. | 138,730 | $13.5M | 0.02% | +138,730 | New |
| State of Wisconsin Investment Board | 136,086 | $13.3M | 0.03% | −7,695−5.4% | Reduced |
| Brevan Howard Capital Management LP | 128,644 | $12.5M | 0.18% | −6,485−4.8% | Reduced |
| Legal & General Group Plc | 127,673 | $12.4M | 0.00% | +1,058+0.8% | Added |
| Ategra Capital Management, LLC | 113,765 | $11.1M | 5.89% | 00.0% | Unchanged |
| Swiss National Bank | 102,400 | $9.97M | 0.01% | −4,000−3.8% | Reduced |
| Militia Capital Management LLC | 100,000 | $9.74M | 1.76% | 00.0% | Unchanged |
| Kestrel Investment Management Corp | 95,150 | $9.27M | 5.04% | 00.0% | Unchanged |
| Renaissance Group LLC | 94,091 | $9.16M | 0.37% | −19,293−17.0% | Reduced |
| First Trust Advisors LP | 93,953 | $9.15M | 0.01% | +30,842+48.9% | Added |
| UBS Asset Management Americas Inc | 92,990 | $9.06M | 0.00% | −1,681−1.8% | Reduced |
| Victory Capital Management Inc | 90,295 | $8.79M | 0.00% | −4,342−4.6% | Reduced |
| Quantinno Capital Management LP | 86,261 | $8.40M | 0.01% | +29,736+52.6% | Added |
| FIL Ltd | 85,000 | $8.28M | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 84,361 | $8.22M | 0.01% | +70.0% | Added |
| Prudential Financial Inc | 80,808 | $7.87M | 0.01% | −41,190−33.8% | Reduced |
| Envestnet Asset Management Inc | 80,614 | $7.85M | 0.00% | +3,077+4.0% | Added |
| Lord, Abbett & Co. LLC | 79,548 | $7.75M | 0.02% | −449−0.6% | Reduced |
| Russell Investments Group, Ltd. | 77,525 | $7.55M | 0.01% | +30,075+63.4% | Added |
| Ci Investments Inc. | 76,417 | $7.44M | 0.02% | −8,600−10.1% | Reduced |
| Price T Rowe Associates Inc | 73,761 | $7.18M | 0.00% | +11,616+18.7% | Added |
| Citigroup Inc | 67,670 | $6.59M | 0.00% | +11,968+21.5% | Added |
| Squarepoint Ops LLC | 63,581 | $6.19M | 0.01% | −116,826−64.8% | Reduced |
| LGT Fund Management Co Ltd. | 62,450 | $6.08M | 0.25% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 70,074 | $5.96M | 0.00% | +4,044+6.1% | Added |
| California State Teachers Retirement System | 58,192 | $5.67M | 0.01% | −4,209−6.7% | Reduced |
| Wells Fargo & Company | 57,963 | $5.65M | 0.00% | +22,808+64.9% | Added |
| Deutsche Bank AG | 57,785 | $5.63M | 0.00% | +9,691+20.2% | Added |
| Kornitzer Capital Management Inc | 53,867 | $5.25M | 0.11% | +53,867 | New |
| TCW Group Inc | 53,520 | $5.21M | 0.04% | 00.0% | Unchanged |
| Argent Capital Management LLC | 51,811 | $5.05M | 0.16% | −42,118−44.8% | Reduced |
| Vanguard Asset Management, Ltd | 51,693 | $5.03M | 0.00% | +115+0.2% | Added |
| Royal Bank of Canada | 51,068 | $4.97M | 0.00% | −47,149−48.0% | Reduced |
| Boothbay Fund Management, LLC | 49,401 | $4.81M | 0.09% | −18,379−27.1% | Reduced |
| Edgestream Partners, L.P. | 46,953 | $4.57M | 0.14% | +34,118+265.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,700 | $4.35M | 0.15% | 00.0% | Unchanged |
| Great West Life Assurance Co | 44,485 | $4.34M | 0.01% | −2,035−4.4% | Reduced |
| Thrivent Financial for Lutherans | 43,966 | $4.28M | 0.01% | −1,960−4.3% | Reduced |
| Colony Group, LLC | 41,730 | $4.06M | 0.00% | −564−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 41,598 | $4.05M | 0.01% | +1,719+4.3% | Added |
| New York State Teachers Retirement System | 38,665 | $3.77M | 0.01% | −2,288−5.6% | Reduced |
| Global Frontier Investments LLC | 37,000 | $3.60M | 0.62% | 00.0% | Unchanged |
| S&T Bank | 36,451 | $3.55M | 1.07% | −6,063−14.3% | Reduced |
| BW Gestao de Investimentos Ltda. | 35,000 | $3.41M | 0.08% | +35,000 | New |
| LPL Financial LLC | 33,261 | $3.24M | 0.00% | −625−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 33,241 | $3.24M | 0.00% | +5,333+19.1% | Added |
| SG Americas Securities, LLC | 32,979 | $3.21M | 0.00% | +7,055+27.2% | Added |
| Connors Investor Services Inc | 32,946 | $3.21M | 0.28% | −117−0.4% | Reduced |
| Natixis Advisors, L.P. | 32,937 | $3.21M | 0.00% | +5,902+21.8% | Added |
| Rafferty Asset Management, LLC | 32,490 | $3.16M | 0.01% | −9,762−23.1% | Reduced |