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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; 386 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Axos Financial, Inc. as of Mar 31, 2021. 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

Institutional holders
233
No complete 13F data for Q4 2020
Shares held
44.8M
No complete 13F data for Q4 2020
Total value
$2.11B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 233 institutions
Q1 2021: 233 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 244 institutionsQ1 2022: 248 institutionsQ2 2022: 239 institutionsQ3 2022: 251 institutionsQ4 2022: 244 institutionsQ1 2023: 256 institutionsQ2 2023: 260 institutionsQ3 2023: 261 institutionsQ4 2023: 303 institutionsQ1 2024: 310 institutionsQ2 2024: 318 institutionsQ3 2024: 335 institutionsQ4 2024: 356 institutionsQ1 2025: 352 institutionsQ2 2025: 365 institutionsQ3 2025: 382 institutionsQ4 2025: 379 institutionsQ1 2026: 387 institutionsQ2 2026: 386 institutions
Value heldQ1 2021: $2.11B
Q1 2021: $2.11BQ2 2021: $2.11BQ3 2021: $2.38BQ4 2021: $2.54BQ1 2022: $2.13BQ2 2022: $1.68BQ3 2022: $1.61BQ4 2022: $1.80BQ1 2023: $1.75BQ2 2023: $1.90BQ3 2023: $1.82BQ4 2023: $2.70BQ1 2024: $2.64BQ2 2024: $2.79BQ3 2024: $3.01BQ4 2024: $3.30BQ1 2025: $2.96BQ2 2025: $3.41BQ3 2025: $3.82BQ4 2025: $3.96BQ1 2026: $4.05BQ2 2026: $4.71B
Institutions holding AX and their total value by quarter
QuarterHoldersValue
Q2 2026386$4.71B
Q1 2026387$4.05B
Q4 2025379$3.96B
Q3 2025382$3.82B
Q2 2025365$3.41B
Q1 2025352$2.96B
Q4 2024356$3.30B
Q3 2024335$3.01B
Q2 2024318$2.79B
Q1 2024310$2.64B
Q4 2023303$2.70B
Q3 2023261$1.82B
Q2 2023260$1.90B
Q1 2023256$1.75B
Q4 2022244$1.80B
Q3 2022251$1.61B
Q2 2022239$1.68B
Q1 2022248$2.13B
Q4 2021244$2.54B
Q3 2021232$2.38B
Q2 2021233$2.11B
Q1 2021233$2.11B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Axos Financial, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,683,403$408.2M0.01%––
Vanguard Group Inc5,275,418$248.0M0.01%––
Dimensional Fund Advisors LP2,375,047$111.7M0.04%––
State Street Corp2,085,843$98.1M0.01%––
Ameriprise Financial Inc1,565,992$73.6M0.02%––
Wasatch Advisors Inc1,444,048$67.9M0.30%––
Robeco Institutional Asset Management B.V.1,400,000$65.8M0.16%––
Epoch Investment Partners, Inc.1,337,800$62.9M0.29%––
Rice Hall James & Associates, LLC1,112,874$52.3M1.71%––
Geneva Capital Management LLC983,625$46.2M0.79%––
Fred Alger Management, LLC946,343$44.5M0.12%––
Geode Capital Management, LLC893,251$42.0M0.01%––
Northern Trust Corp849,581$39.9M0.01%––
Bank of New York Mellon Corp701,318$33.0M0.01%––
Davis Capital Partners, LLC675,676$31.8M1.82%––
Norges Bank583,933$27.5M0.01%––
Shaker Investments LLC536,755$25.2M12.23%––
Pembroke Management, LTD508,362$23.9M1.99%––
Nuveen Asset Management, LLC505,916$23.8M0.01%––
JPMorgan Chase & Co498,783$23.4M0.00%––
Charles Schwab Investment Management Inc434,291$20.4M0.01%––
FMR LLC430,381$20.2M0.00%––
Principal Financial Group Inc417,023$19.6M0.01%––
Orchard Capital Managment, LLC399,305$18.8M5.91%––
State of Wisconsin Investment Board381,900$18.0M0.04%––
Royce & Associates LP374,288$17.6M0.12%––
Lord, Abbett & Co. LLC341,660$16.1M0.04%––
Loomis Sayles & Co L P340,707$16.0M0.02%––
Foundry Partners, LLC312,623$14.7M0.48%––
Prudential PLC307,100$14.4M0.10%––
Wells Fargo & Company282,890$13.3M0.00%––
Bank of Montreal271,707$13.1M0.01%––
Bridgeway Capital Management, LLC263,610$12.4M0.23%––
Bank of America Corp227,758$10.7M0.00%––
Parametric Portfolio Associates LLC213,868$10.1M0.01%––
Morgan Stanley210,094$9.88M0.00%––
Stieven Capital Advisors, L.P.207,592$9.76M1.22%––
FIL Ltd206,783$9.72M0.01%––
S&T Bank199,564$9.38M1.55%––
Scout Investments, Inc.197,897$9.30M0.14%––
TCW Group Inc196,900$9.26M0.09%––
Bragg Financial Advisors, Inc182,914$8.60M0.58%––
Basswood Capital Management, L.L.C.177,838$8.36M0.38%––
Rhumbline Advisers177,717$8.35M0.01%––
Wellington Management Group LLP176,676$8.31M0.00%––
Invesco Ltd.175,537$8.25M0.00%––
Brandywine Global Investment Management, LLC174,144$8.19M0.06%––
Legal & General Group Plc169,904$7.99M0.00%––
Baird Financial Group, Inc.155,143$7.29M0.02%––
Connors Investor Services Inc131,121$6.16M0.70%––
Swiss National Bank121,100$5.69M0.00%––
California Public Employees Retirement System118,666$5.58M0.00%––
Royal Bank of Canada112,819$5.30M0.00%––
Public Sector Pension Investment Board105,916$4.98M0.03%––
American Century Companies Inc101,545$4.77M0.00%––
Prudential Financial Inc100,066$4.70M0.01%––
Alliancebernstein L.P.88,409$4.16M0.00%––
Jacobs Levy Equity Management, Inc86,463$4.07M0.03%––
California State Teachers Retirement System86,302$4.06M0.01%––
Nomura Asset Management Co Ltd79,000$3.71M0.02%––
Deutsche Bank AG78,083$3.67M0.00%––
Kennedy Capital Management, Inc.77,292$3.63M0.07%––
D. E. Shaw & Co., Inc.74,255$3.49M0.00%––
APG Asset Management N.V.82,100$3.28M0.01%––
Barclays PLC69,132$3.25M0.00%––
Gratus Capital LLC68,683$3.23M0.39%––
Grantham, Mayo, Van Otterloo & Co. LLC64,078$3.01M0.02%––
LPL Financial LLC63,246$2.97M0.00%––
First Trust Advisors LP61,991$2.91M0.00%––
Goldman Sachs Group Inc60,738$2.85M0.00%––
Essex Investment Management Co LLC57,681$2.71M0.33%––
Credit Suisse AG55,746$2.62M0.00%––
Envestnet Asset Management Inc55,583$2.61M0.00%––
Ridgewood Investments LLC53,387$2.51M1.54%––
State of New Jersey Common Pension Fund D52,874$2.49M0.01%––
New York State Common Retirement Fund51,700$2.43M0.00%––
Jennison Associates LLC51,484$2.42M0.00%––
Comerica Bank52,028$2.39M0.01%––
Russell Investments Group, Ltd.50,457$2.37M0.00%––
Ensign Peak Advisors, Inc48,671$2.29M0.00%––
SEI Investments Co51,194$2.27M0.01%––
National Asset Management, Inc.46,920$2.21M0.08%––
Great West Life Assurance Co44,386$2.09M0.01%––
Truist Financial Corp42,545$2.00M0.00%––
UBS Asset Management Americas Inc42,539$2.00M0.00%––
Thrivent Financial for Lutherans42,198$1.98M0.00%––
B. Metzler seel. Sohn & Co. Holding AG40,336$1.90M0.03%––
Raymond James & Associates40,235$1.89M0.00%––
Raymond James Financial Services Advisors, Inc.39,909$1.88M0.00%––
Formula Growth Ltd39,624$1.86M0.27%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,616$1.86M0.02%––
Texas Permanent School Fund38,378$1.80M0.02%––
Price T Rowe Associates Inc37,761$1.77M0.00%––
Engineers Gate Manager LP37,662$1.77M0.09%––
American International Group, Inc.37,615$1.77M0.01%––
State Board of Administration of Florida Retirement System37,579$1.77M0.00%––
State of Alaska, Department of Revenue34,773$1.63M0.02%––
Premier Fund Managers Ltd34,100$1.63M0.06%––
Virtue Capital Management, LLC32,643$1.53M0.36%––
Manufacturers Life Insurance Company, The31,616$1.49M0.00%––