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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
HighTower Advisors, LLC31,428$1.48M0.00%––
PDT Partners, LLC30,845$1.45M0.10%––
New York State Teachers Retirement System30,221$1.42M0.00%––
BNP Paribas Arbitrage, SA28,100$1.32M0.00%––
State of Tennessee, Treasury Department27,479$1.29M0.01%––
Nisa Investment Advisors, LLC25,300$1.19M0.01%––
Advantage Alpha Capital Partners LP25,033$1.18M0.25%––
Voya Investment Management LLC25,015$1.18M0.00%––
Louisiana State Employees Retirement System23,300$1.09M0.03%––
Affinity Investment Advisors, LLC22,026$1.03M0.38%––
D.A. Davidson & Co.21,425$1.01M0.01%––
NJ State Employees Deferred Compensation Plan21,000$987.0K0.14%––
MetLife Investment Management20,959$985.3K0.01%––
Oregon Public Employees Retirement Fund20,888$982.0K0.01%––
Man Group plc19,500$917.0K0.00%––
Susquehanna Fundamental Investments, LLC19,442$914.0K0.02%––
Squarepoint Ops LLC19,179$902.0K0.01%––
First Republic Investment Management, Inc.19,078$897.0K0.00%––
Citigroup Inc18,957$891.0K0.00%––
Stifel Financial Corp18,425$866.0K0.00%––
ProShare Advisors LLC16,879$793.0K0.00%––
Metropolitan Life Insurance Co15,817$743.6K0.01%––
Arizona State Retirement System15,469$727.0K0.01%––
UBS Group AG15,467$727.0K0.00%––
Teachers Retirement System of the State of Kentucky14,479$681.0K0.01%––
Quantinno Capital Management LP14,216$668.0K0.73%––
Citadel Advisors LLC14,076$662.0K0.00%––
BerganKDV Wealth Management, LLC13,979$657.0K0.08%––
Oppenheimer Asset Management Inc.13,807$649.0K0.01%––
Pacific Ridge Capital Partners, LLC13,520$636.0K0.12%––
Victory Capital Management Inc13,473$633.0K0.00%––
Crossmark Global Holdings, Inc.12,872$605.0K0.01%––
Orion Capital Management LLC12,300$578.0K0.41%––
Exchange Traded Concepts, LLC12,029$565.0K0.02%––
AlphaCrest Capital Management LLC11,906$560.0K0.03%––
First Hawaiian Bank11,770$553.0K0.02%––
Commonwealth Equity Services, LLC11,448$538.0K0.00%––
Alpha Cubed Investments, LLC10,800$508.0K0.04%––
Van Hulzen Asset Management, LLC10,769$506.0K0.08%––
Jaffetilchin Investment Partners, LLC10,525$495.0K0.06%––
Eqis Capital Management, Inc.10,308$485.0K0.04%––
Pinnacle Associates Ltd9,800$461.0K0.01%––
Guggenheim Capital LLC9,815$461.0K0.00%––
Susquehanna International Group, LLP9,791$460.0K0.00%––
Hancock Whitney Corp9,730$457.0K0.02%––
Cubist Systematic Strategies, LLC9,177$431.0K0.01%––
Advisor Group Holdings, Inc.9,028$424.0K0.00%––
SG Americas Securities, LLC8,995$423.0K0.00%––
Handelsbanken Fonder AB8,995$423.0K0.00%––
Jane Street Group, LLC8,990$423.0K0.00%––
Prudent Man Advisors, LLC8,885$418.0K0.18%––
Cim Investment Mangement Inc8,834$415.0K0.13%––
Group One Trading, L.P.8,770$412.0K0.01%––
Everence Capital Management Inc8,590$404.0K0.04%––
Mission Creek Capital Partners, Inc.8,590$404.0K0.06%––
PEAK6 Investments LLC8,576$403.0K0.01%––
Gsa Capital Partners LLP8,537$401.0K0.07%––
Public Employees Retirement Association of Colorado8,494$399.0K0.00%––
IndexIQ Advisors LLC8,419$396.0K0.01%––
Barnett & Company, Inc.7,550$355.0K0.19%––
Clearstead Advisors, LLC7,020$330.0K0.03%––
Mutual of America Capital Management LLC6,860$322.0K0.00%––
Tudor Investment Corp Et Al6,582$309.0K0.01%––
Bank Hapoalim BM6,542$308.0K0.04%––
Alps Advisors Inc6,533$307.0K0.00%––
Sciencast Management LP6,395$305.0K0.06%––
HRT Financial LP6,175$290.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)6,097$287.0K0.00%––
Teacher Retirement System of Texas6,063$285.0K0.00%––
Tower Research Capital LLC (TRC)5,987$281.0K0.00%––
Sullivan, Bruyette, Speros & Blaney, LLC5,712$269.0K0.01%––
Profund Advisors LLC5,616$264.0K0.01%––
Mutual Advisors, LLC5,569$262.0K0.02%––
AQR Capital Management LLC5,443$256.0K0.00%––
Amalgamated Bank5,348$251.0K0.01%––
Cetera Advisors LLC5,310$250.0K0.01%––
KBC Group NV5,296$249.0K0.00%––
Private Asset Management Inc5,000$235.0K0.03%––
LS Investment Advisors, LLC4,998$235.0K0.01%––
Janus Henderson Group PLC4,851$228.0K0.00%––
Ameritas Investment Partners, Inc.4,793$225.0K0.01%––
Virtu Financial LLC4,616$217.0K0.02%––
Intelligence Driven Advisers, LLC4,421$208.0K0.05%––
Alethea Capital Management, LLC4,400$207.0K0.13%––
Bayesian Capital Management, LP4,309$203.0K0.05%––
6 Meridian4,260$200.0K0.02%––
USA Financial Portformulas Corp3,641$171.0K0.14%––
Earnest Partners LLC3,600$169.0K0.00%––
CWM, LLC3,500$162.0K0.00%––
The PNC Financial Services Group, Inc.3,338$158.0K0.00%––
US Bancorp3,339$157.0K0.00%––
Sowell Financial Services LLC2,933$136.0K0.00%––
Oakworth Capital, Inc.2,705$127.0K0.01%––
Captrust Financial Advisors2,065$97.0K0.00%––
Hanseatic Management Services Inc1,447$68.0K0.14%––
Public Employees Retirement System of Ohio1,414$66.0K0.00%––
Mark Sheptoff Financial Planning, LLC1,200$56.0K0.03%––
Lazard Asset Management LLC1,189$55.0K0.00%––
Meeder Asset Management Inc941$45.0K0.00%––
Sutton Wealth Advisors Inc.910$42.8K0.02%––