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; 387 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Axos Financial, Inc. changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Of which not filed for Q2 2021 | Q2 2021 | Change |
|---|---|---|---|---|
| Holders | 233 | 1 | 233 | +1 |
| Shares | 44.8M | 5.71K | 45.6M | +770.4K (+1.7%) |
| Value | $2.11B | $269.0K | $2.11B | +$8.34M (+0.4%) |
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held Axos Financial, Inc. at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ci Investments Inc. | 312,039 | $14.5M | 0.05% |
| Redwood Investments, LLC | 205,980 | $9.55M | 0.77% |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.88M | 0.09% |
| Millennium Management LLC | 38,362 | $1.78M | 0.00% |
| Balyasny Asset Management LLC | 21,110 | $979.0K | 0.01% |
| Occudo Quantitative Strategies LP | 13,821 | $641.0K | 0.10% |
| Creative Planning | 13,646 | $633.0K | 0.00% |
| Kovitz Investment Group Partners, LLC | 10,021 | $465.0K | 0.01% |
| Ergoteles LLC | 7,600 | $353.0K | 0.01% |
| Schonfeld Strategic Advisors LLC | 7,400 | $343.0K | 0.00% |
| HSBC Holdings PLC | 7,321 | $341.0K | 0.00% |
| Synovus Financial Corp | 5,000 | $232.0K | 0.00% |
| Choate Investment Advisors | 4,759 | $221.0K | 0.01% |
| Bridgefront Capital, LLC | 4,405 | $204.0K | 0.08% |
| Simplex Trading, LLC | 1,420 | $65.0K | 0.00% |
| State of Wyoming | 1,090 | $51.0K | 0.03% |
| First Eagle Investment Management, LLC | 768 | $36.0K | 0.00% |
| Cullen/Frost Bankers, Inc. | 448 | $21.0K | 0.00% |
| Sageworth Trust Co | 290 | $13.0K | 0.00% |
| First Horizon Advisors, Inc. | 131 | $6.00K | 0.00% |
| Arkadios Wealth Advisors | 68 | $3.00K | 0.00% |
| Massmutual Trust Co FSB | 31 | $1.00K | 0.00% |
Sold out (21)
Institutions that held Axos Financial, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Prudential PLC | 307,100 | $14.4M |
| State of New Jersey Common Pension Fund D | 52,874 | $2.49M |
| Engineers Gate Manager LP | 37,662 | $1.77M |
| HighTower Advisors, LLC | 31,428 | $1.48M |
| AlphaCrest Capital Management LLC | 11,906 | $560.0K |
| Group One Trading, L.P. | 8,770 | $412.0K |
| Tudor Investment Corp Et Al | 6,582 | $309.0K |
| Sciencast Management LP | 6,395 | $305.0K |
| AQR Capital Management LLC | 5,443 | $256.0K |
| LS Investment Advisors, LLC | 4,998 | $235.0K |
| Virtu Financial LLC | 4,616 | $217.0K |
| Bayesian Capital Management, LP | 4,309 | $203.0K |
| 6 Meridian | 4,260 | $200.0K |
| USA Financial Portformulas Corp | 3,641 | $171.0K |
| Sowell Financial Services LLC | 2,933 | $136.0K |
| Lazard Asset Management LLC | 1,189 | $55.0K |
| Quantbot Technologies LP | 504 | $23.0K |
| Versant Capital Management, Inc | 283 | $13.0K |
| RBA Wealth Management, LLC | 164 | $7.71K |
| Global Retirement Partners, LLC | 130 | $6.00K |
| Alpha DNA Investment Management LLC | 31 | $1.00K |
Not filed for Q2 2021 yet (1)
Institutions that held Axos Financial, Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Sullivan, Bruyette, Speros & Blaney, LLC | 5,712 | $269.0K |