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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
Clearview Wealth Advisors LLC5$00.00%––
Gradient Investments LLC24$1.00K0.00%––
Alpha DNA Investment Management LLC31$1.00K0.00%––
Patriot Financial Group Insurance Agency, LLC37$2.00K0.00%––
Tarbox Family Office, Inc.86$4.00K0.00%––
Lindbrook Capital, LLC79$4.00K0.00%––
Northwestern Mutual Wealth Management Co100$5.00K0.00%––
Bank Julius Baer & Co. Ltd, Zurich115$5.00K0.00%––
TCI Wealth Advisors, Inc.107$5.00K0.00%––
IFP Advisors, Inc96$5.00K0.00%––
Steward Partners Investment Advisory, LLC119$5.59K0.00%––
Global Retirement Partners, LLC130$6.00K0.00%––
Parkside Financial Bank & Trust140$7.00K0.00%––
RBA Wealth Management, LLC164$7.71K0.01%––
Signaturefd, LLC160$8.00K0.00%––
Truvestments Capital LLC175$8.00K0.00%––
Quadrant Capital Group LLC181$9.00K0.00%––
Fieldpoint Private Securities, LLC190$9.00K0.00%––
Pacitti Group Inc.215$10.0K0.01%––
O'Shaughnessy Asset Management, LLC257$12.0K0.00%––
Versant Capital Management, Inc283$13.0K0.00%––
Proequities, Inc.300$14.0K0.00%––
Fifth Third Bancorp310$15.0K0.00%––
Federation des caisses Desjardins du Quebec320$15.0K0.00%––
Parallel Advisors, LLC351$17.0K0.00%––
PrairieView Partners, LLC400$19.0K0.00%––
Thompson Siegel & Walmsley LLC475$22.0K0.00%––
Quantbot Technologies LP504$23.0K0.00%––
Eaton Vance Management599$28.0K0.00%––
Harbour Investments, Inc.648$30.0K0.00%––
Point72 Hong Kong Ltd730$34.0K0.00%––
Macquarie Group Ltd845$40.0K0.00%––
Toronto Dominion Bank884$42.0K0.00%––
Sutton Wealth Advisors Inc.910$42.8K0.02%––
Meeder Asset Management Inc941$45.0K0.00%––
Lazard Asset Management LLC1,189$55.0K0.00%––
Mark Sheptoff Financial Planning, LLC1,200$56.0K0.03%––
Public Employees Retirement System of Ohio1,414$66.0K0.00%––
Hanseatic Management Services Inc1,447$68.0K0.14%––
Captrust Financial Advisors2,065$97.0K0.00%––
Oakworth Capital, Inc.2,705$127.0K0.01%––
Sowell Financial Services LLC2,933$136.0K0.00%––
US Bancorp3,339$157.0K0.00%––
The PNC Financial Services Group, Inc.3,338$158.0K0.00%––
CWM, LLC3,500$162.0K0.00%––
Earnest Partners LLC3,600$169.0K0.00%––
USA Financial Portformulas Corp3,641$171.0K0.14%––
6 Meridian4,260$200.0K0.02%––
Bayesian Capital Management, LP4,309$203.0K0.05%––
Alethea Capital Management, LLC4,400$207.0K0.13%––
Intelligence Driven Advisers, LLC4,421$208.0K0.05%––
Virtu Financial LLC4,616$217.0K0.02%––
Ameritas Investment Partners, Inc.4,793$225.0K0.01%––
Janus Henderson Group PLC4,851$228.0K0.00%––
Private Asset Management Inc5,000$235.0K0.03%––
LS Investment Advisors, LLC4,998$235.0K0.01%––
KBC Group NV5,296$249.0K0.00%––
Cetera Advisors LLC5,310$250.0K0.01%––
Amalgamated Bank5,348$251.0K0.01%––
AQR Capital Management LLC5,443$256.0K0.00%––
Mutual Advisors, LLC5,569$262.0K0.02%––
Profund Advisors LLC5,616$264.0K0.01%––
Sullivan, Bruyette, Speros & Blaney, LLC5,712$269.0K0.01%––
Tower Research Capital LLC (TRC)5,987$281.0K0.00%––
Teacher Retirement System of Texas6,063$285.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)6,097$287.0K0.00%––
HRT Financial LP6,175$290.0K0.00%––
Sciencast Management LP6,395$305.0K0.06%––
Alps Advisors Inc6,533$307.0K0.00%––
Bank Hapoalim BM6,542$308.0K0.04%––
Tudor Investment Corp Et Al6,582$309.0K0.01%––
Mutual of America Capital Management LLC6,860$322.0K0.00%––
Clearstead Advisors, LLC7,020$330.0K0.03%––
Barnett & Company, Inc.7,550$355.0K0.19%––
IndexIQ Advisors LLC8,419$396.0K0.01%––
Public Employees Retirement Association of Colorado8,494$399.0K0.00%––
Gsa Capital Partners LLP8,537$401.0K0.07%––
PEAK6 Investments LLC8,576$403.0K0.01%––
Everence Capital Management Inc8,590$404.0K0.04%––
Mission Creek Capital Partners, Inc.8,590$404.0K0.06%––
Group One Trading, L.P.8,770$412.0K0.01%––
Cim Investment Mangement Inc8,834$415.0K0.13%––
Prudent Man Advisors, LLC8,885$418.0K0.18%––
SG Americas Securities, LLC8,995$423.0K0.00%––
Handelsbanken Fonder AB8,995$423.0K0.00%––
Jane Street Group, LLC8,990$423.0K0.00%––
Advisor Group Holdings, Inc.9,028$424.0K0.00%––
Cubist Systematic Strategies, LLC9,177$431.0K0.01%––
Hancock Whitney Corp9,730$457.0K0.02%––
Susquehanna International Group, LLP9,791$460.0K0.00%––
Pinnacle Associates Ltd9,800$461.0K0.01%––
Guggenheim Capital LLC9,815$461.0K0.00%––
Eqis Capital Management, Inc.10,308$485.0K0.04%––
Jaffetilchin Investment Partners, LLC10,525$495.0K0.06%––
Van Hulzen Asset Management, LLC10,769$506.0K0.08%––
Alpha Cubed Investments, LLC10,800$508.0K0.04%––
Commonwealth Equity Services, LLC11,448$538.0K0.00%––
First Hawaiian Bank11,770$553.0K0.02%––
AlphaCrest Capital Management LLC11,906$560.0K0.03%––
Exchange Traded Concepts, LLC12,029$565.0K0.02%––