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, 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
- +770.4K (+1.7%) vs. Q1 2021
- Total value
- $2.11B
- +$8.34M (+0.4%) vs. Q1 2021
- New holders
- 22
- 70 more added
- Sold out
- 21
- 91 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 | $4.71B |
| Q1 2026 | 387 | $4.05B |
| Q4 2025 | 379 | $3.96B |
| Q3 2025 | 382 | $3.82B |
| Q2 2025 | 365 | $3.41B |
| Q1 2025 | 352 | $2.96B |
| Q4 2024 | 356 | $3.30B |
| Q3 2024 | 335 | $3.01B |
| Q2 2024 | 318 | $2.79B |
| Q1 2024 | 310 | $2.64B |
| Q4 2023 | 303 | $2.70B |
| Q3 2023 | 261 | $1.82B |
| Q2 2023 | 260 | $1.90B |
| Q1 2023 | 256 | $1.75B |
| Q4 2022 | 244 | $1.80B |
| Q3 2022 | 251 | $1.61B |
| Q2 2022 | 239 | $1.68B |
| Q1 2022 | 248 | $2.13B |
| Q4 2021 | 244 | $2.54B |
| 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 |
|---|---|---|---|---|---|
| Clearview Wealth Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 31 | $1.00K | 0.00% | +31 | New |
| Patriot Financial Group Insurance Agency, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 68 | $3.00K | 0.00% | +68 | New |
| Tarbox Family Office, Inc. | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 110 | $5.00K | 0.00% | −65−37.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 108 | $5.00K | 0.00% | −7−6.1% | Reduced |
| Meeder Asset Management Inc | 130 | $6.00K | 0.00% | −811−86.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 119 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 131 | $6.00K | 0.00% | +131 | New |
| Parkside Financial Bank & Trust | 150 | $7.00K | 0.00% | +10+7.1% | Added |
| Quadrant Capital Group LLC | 181 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 170 | $8.00K | 0.00% | +63+58.9% | Added |
| IFP Advisors, Inc | 162 | $8.00K | 0.00% | +66+68.8% | Added |
| Pacitti Group Inc. | – | $9.00K | 0.01% | – | – |
| Fieldpoint Private Securities, LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 221 | $10.0K | 0.00% | +61+38.1% | Added |
| O'Shaughnessy Asset Management, LLC | 257 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 290 | $13.0K | 0.00% | +290 | New |
| Proequities, Inc. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 320 | $14.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 351 | $16.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 423 | $20.0K | 0.00% | −307−42.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 448 | $21.0K | 0.00% | +448 | New |
| Thompson Siegel & Walmsley LLC | 475 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 620 | $29.0K | 0.00% | −28−4.3% | Reduced |
| First Eagle Investment Management, LLC | 768 | $36.0K | 0.00% | +768 | New |
| Macquarie Group Ltd | 845 | $39.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 910 | $42.2K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 979 | $45.0K | 0.00% | +95+10.7% | Added |
| State of Wyoming | 1,090 | $51.0K | 0.03% | +1,090 | New |
| Fifth Third Bancorp | 1,120 | $52.0K | 0.00% | +810+261.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $56.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 1,267 | $59.0K | 0.00% | +668+111.5% | Added |
| Oakworth Capital, Inc. | 1,305 | $61.0K | 0.01% | −1,400−51.8% | Reduced |
| Public Employees Retirement System of Ohio | 1,403 | $65.0K | 0.00% | −11−0.8% | Reduced |
| Simplex Trading, LLC | 1,420 | $65.0K | 0.00% | +1,420 | New |
| Hanseatic Management Services Inc | 1,447 | $67.0K | 0.13% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,032 | $94.0K | 0.00% | −33−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,266 | $150.0K | 0.00% | −72−2.2% | Reduced |
| US Bancorp | 3,321 | $154.0K | 0.00% | −18−0.5% | Reduced |
| CWM, LLC | 3,500 | $162.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,503 | $163.0K | 0.00% | −5,492−61.1% | Reduced |
| Earnest Partners LLC | 3,600 | $167.0K | 0.00% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 4,400 | $204.0K | 0.13% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,405 | $204.0K | 0.08% | +4,405 | New |
| Intelligence Driven Advisers, LLC | 4,421 | $205.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,474 | $208.0K | 0.01% | −319−6.7% | Reduced |
| Choate Investment Advisors | 4,759 | $221.0K | 0.01% | +4,759 | New |
| Private Asset Management Inc | 5,000 | $232.0K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,000 | $232.0K | 0.00% | +5,000 | New |
| Cetera Advisors LLC | 5,310 | $246.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 5,296 | $246.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,369 | $249.0K | 0.00% | −728−11.9% | Reduced |
| Janus Henderson Group PLC | 5,626 | $261.0K | 0.00% | +775+16.0% | Added |
| Profund Advisors LLC | 5,778 | $268.0K | 0.01% | +162+2.9% | Added |
| Cim Investment Mangement Inc | 5,891 | $273.0K | 0.08% | −2,943−33.3% | Reduced |
| Bank Hapoalim BM | 6,142 | $285.0K | 0.03% | −400−6.1% | Reduced |
| Prudent Man Advisors, LLC | 6,176 | $287.0K | 0.11% | −2,709−30.5% | Reduced |
| Barnett & Company, Inc. | 6,450 | $299.0K | 0.20% | −1,100−14.6% | Reduced |
| Alps Advisors Inc | 6,533 | $303.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,598 | $306.0K | 0.02% | +1,029+18.5% | Added |
| Citadel Advisors LLC | 6,655 | $309.0K | 0.00% | −7,421−52.7% | Reduced |
| Clearstead Advisors, LLC | 7,020 | $326.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,103 | $330.0K | 0.00% | +1,040+17.2% | Added |
| Mutual of America Capital Management LLC | 7,327 | $340.0K | 0.00% | +467+6.8% | Added |
| HSBC Holdings PLC | 7,321 | $341.0K | 0.00% | +7,321 | New |
| Schonfeld Strategic Advisors LLC | 7,400 | $343.0K | 0.00% | +7,400 | New |
| Cubist Systematic Strategies, LLC | 7,415 | $344.0K | 0.00% | −1,762−19.2% | Reduced |
| Ergoteles LLC | 7,600 | $353.0K | 0.01% | +7,600 | New |
| Public Employees Retirement Association of Colorado | 8,494 | $394.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,590 | $398.0K | 0.03% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 8,590 | $398.0K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 8,585 | $398.0K | 0.01% | +9+0.1% | Added |
| IndexIQ Advisors LLC | 8,606 | $399.0K | 0.01% | +187+2.2% | Added |
| Gsa Capital Partners LLP | 8,906 | $413.0K | 0.05% | +369+4.3% | Added |
| Guggenheim Capital LLC | 9,374 | $435.0K | 0.00% | −441−4.5% | Reduced |
| Hancock Whitney Corp | 9,506 | $441.0K | 0.01% | −224−2.3% | Reduced |
| Pinnacle Associates Ltd | 9,800 | $455.0K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 10,021 | $465.0K | 0.01% | +10,021 | New |
| Eqis Capital Management, Inc. | 10,277 | $477.0K | 0.04% | −31−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 10,312 | $478.0K | 0.01% | +4,325+72.2% | Added |
| Jaffetilchin Investment Partners, LLC | 10,525 | $488.0K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 10,800 | $501.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,860 | $504.0K | 0.00% | +1,832+20.3% | Added |
| UBS Group AG | 11,211 | $520.0K | 0.00% | −4,256−27.5% | Reduced |
| Commonwealth Equity Services, LLC | 11,548 | $535.0K | 0.00% | +100+0.9% | Added |
| First Hawaiian Bank | 11,770 | $546.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,300 | $571.0K | 0.00% | −13,000−51.4% | Reduced |
| Orion Capital Management LLC | 12,300 | $571.0K | 0.36% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,595 | $584.0K | 0.00% | +3,600+40.0% | Added |
| Crossmark Global Holdings, Inc. | 12,882 | $598.0K | 0.01% | +10+0.1% | Added |
| Jane Street Group, LLC | 13,196 | $612.0K | 0.00% | +4,206+46.8% | Added |
| Victory Capital Management Inc | 13,399 | $622.0K | 0.00% | −74−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 13,424 | $623.0K | 0.02% | +1,395+11.6% | Added |
| Pacific Ridge Capital Partners, LLC | 13,450 | $624.0K | 0.11% | −70−0.5% | Reduced |