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 $4.73B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Axos Financial, Inc. as of Jun 30, 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
- +1 vs. Q1 2021
- Shares held
- 45.6M
- +770.3K (+1.7%) vs. Q1 2021
- Total value
- $2.11B
- +$8.33M (+0.4%) vs. Q1 2021
- New holders
- 22
- 70 more added
- Sold out
- 21
- 92 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 386 | $4.73B |
| Q1 2026 | 387 | $4.07B |
| Q4 2025 | 379 | $3.97B |
| Q3 2025 | 382 | $3.86B |
| Q2 2025 | 365 | $3.43B |
| Q1 2025 | 352 | $2.97B |
| Q4 2024 | 356 | $3.31B |
| Q3 2024 | 335 | $3.02B |
| Q2 2024 | 318 | $2.81B |
| Q1 2024 | 310 | $2.74B |
| Q4 2023 | 303 | $2.84B |
| Q3 2023 | 261 | $1.83B |
| Q2 2023 | 260 | $1.90B |
| Q1 2023 | 256 | $1.79B |
| Q4 2022 | 244 | $1.80B |
| Q3 2022 | 252 | $1.62B |
| Q2 2022 | 239 | $1.69B |
| Q1 2022 | 248 | $2.14B |
| Q4 2021 | 244 | $2.56B |
| Q3 2021 | 232 | $2.38B |
| Q2 2021 | 233 | $2.11B |
| Q1 2021 | 233 | $2.11B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,617,233 | $399.8M | 0.01% | −66,170−0.8% | Reduced |
| Vanguard Group Inc | 5,428,092 | $251.8M | 0.01% | +152,674+2.9% | Added |
| Dimensional Fund Advisors LP | 2,195,919 | $101.9M | 0.03% | −179,128−7.5% | Reduced |
| State Street Corp | 2,113,362 | $98.0M | 0.01% | +27,519+1.3% | Added |
| Ameriprise Financial Inc | 1,957,081 | $90.8M | 0.03% | +391,089+25.0% | Added |
| Wasatch Advisors Inc | 1,744,044 | $80.9M | 0.33% | +299,996+20.8% | Added |
| Robeco Institutional Asset Management B.V. | 1,350,000 | $62.6M | 0.14% | −50,000−3.6% | Reduced |
| Fred Alger Management, LLC | 1,082,516 | $50.2M | 0.12% | +136,173+14.4% | Added |
| Epoch Investment Partners, Inc. | 1,066,367 | $49.5M | 0.27% | −271,433−20.3% | Reduced |
| FMR LLC | 966,606 | $44.8M | 0.00% | +536,225+124.6% | Added |
| Geneva Capital Management LLC | 966,523 | $44.8M | 0.73% | −17,102−1.7% | Reduced |
| Rice Hall James & Associates, LLC | 945,659 | $43.9M | 1.56% | −167,215−15.0% | Reduced |
| Geode Capital Management, LLC | 910,502 | $42.2M | 0.01% | +17,251+1.9% | Added |
| Northern Trust Corp | 837,373 | $38.8M | 0.01% | −12,208−1.4% | Reduced |
| Bank of New York Mellon Corp | 710,564 | $33.0M | 0.01% | +9,246+1.3% | Added |
| Davis Capital Partners, LLC | 675,676 | $31.3M | 1.67% | 00.0% | Unchanged |
| Norges Bank | 535,693 | $24.9M | 0.01% | −48,240−8.3% | Reduced |
| Shaker Investments LLC | 532,619 | $24.7M | 11.43% | −4,136−0.8% | Reduced |
| Pembroke Management, LTD | 497,829 | $23.1M | 1.81% | −10,533−2.1% | Reduced |
| Principal Financial Group Inc | 447,435 | $20.8M | 0.01% | +30,412+7.3% | Added |
| Orchard Capital Managment, LLC | 446,571 | $20.7M | 5.98% | +47,266+11.8% | Added |
| Charles Schwab Investment Management Inc | 440,591 | $20.4M | 0.01% | +6,300+1.5% | Added |
| Loomis Sayles & Co L P | 431,315 | $20.0M | 0.02% | +90,608+26.6% | Added |
| State of Wisconsin Investment Board | 381,900 | $17.7M | 0.04% | 00.0% | Unchanged |
| Royce & Associates LP | 377,491 | $17.5M | 0.12% | +3,203+0.9% | Added |
| JPMorgan Chase & Co | 375,507 | $17.4M | 0.00% | −123,276−24.7% | Reduced |
| Lord, Abbett & Co. LLC | 364,960 | $16.9M | 0.04% | +23,300+6.8% | Added |
| Bank of Montreal | 362,806 | $16.9M | 0.01% | +91,099+33.5% | Added |
| Nuveen Asset Management, LLC | 342,836 | $15.9M | 0.00% | −163,080−32.2% | Reduced |
| Morgan Stanley | 314,358 | $14.6M | 0.00% | +104,264+49.6% | Added |
| Ci Investments Inc. | 312,039 | $14.5M | 0.05% | +312,039 | New |
| Foundry Partners, LLC | 300,838 | $14.0M | 0.48% | −11,785−3.8% | Reduced |
| Bridgeway Capital Management, LLC | 273,210 | $12.7M | 0.23% | +9,600+3.6% | Added |
| Wells Fargo & Company | 231,606 | $10.7M | 0.00% | −51,284−18.1% | Reduced |
| Parametric Portfolio Associates LLC | 223,640 | $10.4M | 0.01% | +9,772+4.6% | Added |
| Wellington Management Group LLP | 220,651 | $10.2M | 0.00% | +43,975+24.9% | Added |
| Bragg Financial Advisors, Inc | 215,989 | $10.0M | 0.64% | +33,075+18.1% | Added |
| FIL Ltd | 209,540 | $9.72M | 0.01% | +2,757+1.3% | Added |
| Redwood Investments, LLC | 205,980 | $9.55M | 0.77% | +205,980 | New |
| Stieven Capital Advisors, L.P. | 205,792 | $9.55M | 1.18% | −1,800−0.9% | Reduced |
| S&T Bank | 198,370 | $9.20M | 1.43% | −1,194−0.6% | Reduced |
| Invesco Ltd. | 195,182 | $9.05M | 0.00% | +19,645+11.2% | Added |
| Scout Investments, Inc. | 182,570 | $8.47M | 0.13% | −15,327−7.7% | Reduced |
| Basswood Capital Management, L.L.C. | 177,838 | $8.25M | 0.35% | 00.0% | Unchanged |
| Rhumbline Advisers | 169,039 | $7.84M | 0.01% | −8,678−4.9% | Reduced |
| Brandywine Global Investment Management, LLC | 168,229 | $7.80M | 0.06% | −5,915−3.4% | Reduced |
| Bank of America Corp | 161,610 | $7.50M | 0.00% | −66,148−29.0% | Reduced |
| Legal & General Group Plc | 135,684 | $6.29M | 0.00% | −34,220−20.1% | Reduced |
| Baird Financial Group, Inc. | 133,051 | $6.17M | 0.02% | −22,092−14.2% | Reduced |
| American Century Companies Inc | 132,772 | $6.16M | 0.00% | +31,227+30.8% | Added |
| Connors Investor Services Inc | 130,414 | $6.05M | 0.63% | −707−0.5% | Reduced |
| Royal Bank of Canada | 117,888 | $5.47M | 0.00% | +5,069+4.5% | Added |
| Swiss National Bank | 117,200 | $5.44M | 0.00% | −3,900−3.2% | Reduced |
| First Trust Advisors LP | 113,360 | $5.26M | 0.01% | +51,369+82.9% | Added |
| Jacobs Levy Equity Management, Inc | 110,611 | $5.13M | 0.03% | +24,148+27.9% | Added |
| Public Sector Pension Investment Board | 105,316 | $4.89M | 0.03% | −600−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 105,123 | $4.88M | 0.03% | +26,123+33.1% | Added |
| Raymond James & Associates | 104,258 | $4.84M | 0.00% | +64,023+159.1% | Added |
| Prudential Financial Inc | 102,947 | $4.78M | 0.01% | +2,881+2.9% | Added |
| Alliancebernstein L.P. | 94,582 | $4.39M | 0.00% | +6,173+7.0% | Added |
| TCW Group Inc | 92,100 | $4.27M | 0.04% | −104,800−53.2% | Reduced |
| California State Teachers Retirement System | 78,659 | $3.65M | 0.00% | −7,643−8.9% | Reduced |
| Deutsche Bank AG | 75,919 | $3.52M | 0.00% | −2,164−2.8% | Reduced |
| Goldman Sachs Group Inc | 75,402 | $3.50M | 0.00% | +14,664+24.1% | Added |
| Kennedy Capital Management, Inc. | 74,041 | $3.44M | 0.07% | −3,251−4.2% | Reduced |
| Envestnet Asset Management Inc | 64,407 | $2.99M | 0.00% | +8,824+15.9% | Added |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.88M | 0.09% | +62,003 | New |
| UBS Asset Management Americas Inc | 54,894 | $2.55M | 0.00% | +12,355+29.0% | Added |
| Gratus Capital LLC | 52,864 | $2.45M | 0.27% | −15,819−23.0% | Reduced |
| Essex Investment Management Co LLC | 52,117 | $2.42M | 0.28% | −5,564−9.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 51,878 | $2.41M | 0.01% | −12,200−19.0% | Reduced |
| Russell Investments Group, Ltd. | 51,829 | $2.40M | 0.00% | +1,372+2.7% | Added |
| Jennison Associates LLC | 49,446 | $2.29M | 0.00% | −2,038−4.0% | Reduced |
| New York State Common Retirement Fund | 49,367 | $2.29M | 0.00% | −2,333−4.5% | Reduced |
| Credit Suisse AG | 49,252 | $2.29M | 0.00% | −6,494−11.6% | Reduced |
| Comerica Bank | 48,331 | $2.29M | 0.01% | −3,697−7.1% | Reduced |
| Ensign Peak Advisors, Inc | 48,671 | $2.26M | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 46,320 | $2.15M | 0.07% | −600−1.3% | Reduced |
| Great West Life Assurance Co | 43,872 | $2.04M | 0.00% | −514−1.2% | Reduced |
| SEI Investments Co | 42,759 | $2.02M | 0.00% | −8,435−16.5% | Reduced |
| Citigroup Inc | 42,280 | $1.96M | 0.00% | +23,323+123.0% | Added |
| Thrivent Financial for Lutherans | 42,131 | $1.95M | 0.00% | −67−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 41,123 | $1.91M | 0.03% | +787+2.0% | Added |
| PDT Partners, LLC | 40,500 | $1.88M | 0.12% | +9,655+31.3% | Added |
| D. E. Shaw & Co., Inc. | 39,669 | $1.84M | 0.00% | −34,586−46.6% | Reduced |
| Formula Growth Ltd | 39,624 | $1.84M | 0.25% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,550 | $1.83M | 0.02% | −66−0.2% | Reduced |
| Texas Permanent School Fund | 38,407 | $1.78M | 0.02% | +29+0.1% | Added |
| Millennium Management LLC | 38,362 | $1.78M | 0.00% | +38,362 | New |
| Price T Rowe Associates Inc | 37,847 | $1.76M | 0.00% | +86+0.2% | Added |
| American International Group, Inc. | 36,563 | $1.70M | 0.01% | −1,052−2.8% | Reduced |
| State of Alaska, Department of Revenue | 35,673 | $1.65M | 0.02% | +900+2.6% | Added |
| Premier Fund Managers Ltd | 34,100 | $1.58M | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 33,593 | $1.56M | 0.00% | −6,316−15.8% | Reduced |
| Manufacturers Life Insurance Company, The | 31,279 | $1.45M | 0.00% | −337−1.1% | Reduced |
| Virtue Capital Management, LLC | 31,019 | $1.44M | 0.29% | −1,624−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 30,571 | $1.42M | 0.00% | −7,008−18.6% | Reduced |
| LPL Financial LLC | 29,793 | $1.38M | 0.00% | −33,453−52.9% | Reduced |
| Truist Financial Corp | 29,298 | $1.36M | 0.00% | −13,247−31.1% | Reduced |
| California Public Employees Retirement System | 28,994 | $1.34M | 0.00% | −89,672−75.6% | Reduced |