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 |
|---|---|---|---|---|---|
| Creative Planning | 13,646 | $633.0K | 0.00% | +13,646 | New |
| Occudo Quantitative Strategies LP | 13,821 | $641.0K | 0.10% | +13,821 | New |
| Oppenheimer Asset Management Inc. | 14,123 | $655.0K | 0.01% | +316+2.3% | Added |
| Quantinno Capital Management LP | 14,216 | $659.0K | 0.75% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 14,271 | $662.0K | 0.08% | +292+2.1% | Added |
| Susquehanna International Group, LLP | 14,426 | $669.0K | 0.00% | +4,635+47.3% | Added |
| Arizona State Retirement System | 14,453 | $670.0K | 0.01% | −1,016−6.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,479 | $672.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,695 | $682.0K | 0.10% | +3,926+36.5% | Added |
| ProShare Advisors LLC | 16,204 | $752.0K | 0.00% | −675−4.0% | Reduced |
| Metropolitan Life Insurance Co | 16,852 | $781.8K | 0.01% | +1,035+6.5% | Added |
| HRT Financial LP | 16,902 | $784.0K | 0.01% | +10,727+173.7% | Added |
| Squarepoint Ops LLC | 16,984 | $788.0K | 0.01% | −2,195−11.4% | Reduced |
| Stifel Financial Corp | 17,648 | $819.0K | 0.00% | −777−4.2% | Reduced |
| First Republic Investment Management, Inc. | 18,751 | $870.0K | 0.00% | −327−1.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,442 | $902.0K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 19,500 | $905.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 20,888 | $969.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 20,959 | $972.3K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 21,000 | $974.0K | 0.13% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 21,110 | $979.0K | 0.01% | +21,110 | New |
| D.A. Davidson & Co. | 21,286 | $987.0K | 0.01% | −139−0.6% | Reduced |
| Affinity Investment Advisors, LLC | 22,016 | $1.02M | 0.46% | −100.0% | Reduced |
| BNP Paribas Arbitrage, SA | 23,062 | $1.07M | 0.00% | −5,038−17.9% | Reduced |
| Voya Investment Management LLC | 23,072 | $1.07M | 0.00% | −1,943−7.8% | Reduced |
| Louisiana State Employees Retirement System | 23,200 | $1.08M | 0.03% | −100−0.4% | Reduced |
| Ridgewood Investments LLC | 23,642 | $1.10M | 0.70% | −29,745−55.7% | Reduced |
| New York State Teachers Retirement System | 25,421 | $1.18M | 0.00% | −4,800−15.9% | Reduced |
| State of Tennessee, Treasury Department | 25,657 | $1.19M | 0.00% | −1,822−6.6% | Reduced |
| Advantage Alpha Capital Partners LP | 25,776 | $1.20M | 0.23% | +743+3.0% | Added |
| APG Asset Management N.V. | 30,900 | $1.21M | 0.00% | −51,200−62.4% | Reduced |
| Amalgamated Bank | 26,179 | $1.21M | 0.01% | +20,831+389.5% | Added |
| Barclays PLC | 27,661 | $1.28M | 0.00% | −41,471−60.0% | Reduced |
| California Public Employees Retirement System | 28,994 | $1.34M | 0.00% | −89,672−75.6% | Reduced |
| Truist Financial Corp | 29,298 | $1.36M | 0.00% | −13,247−31.1% | Reduced |
| LPL Financial LLC | 29,793 | $1.38M | 0.00% | −33,453−52.9% | Reduced |
| State Board of Administration of Florida Retirement System | 30,571 | $1.42M | 0.00% | −7,008−18.6% | Reduced |
| Virtue Capital Management, LLC | 31,019 | $1.44M | 0.29% | −1,624−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 31,279 | $1.45M | 0.00% | −337−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,593 | $1.56M | 0.00% | −6,316−15.8% | Reduced |
| Premier Fund Managers Ltd | 34,100 | $1.58M | 0.05% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 35,673 | $1.65M | 0.02% | +900+2.6% | Added |
| American International Group, Inc. | 36,563 | $1.70M | 0.01% | −1,052−2.8% | Reduced |
| Price T Rowe Associates Inc | 37,847 | $1.76M | 0.00% | +86+0.2% | Added |
| Millennium Management LLC | 38,362 | $1.78M | 0.00% | +38,362 | New |
| Texas Permanent School Fund | 38,407 | $1.78M | 0.02% | +29+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,550 | $1.83M | 0.02% | −66−0.2% | Reduced |
| Formula Growth Ltd | 39,624 | $1.84M | 0.25% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 39,669 | $1.84M | 0.00% | −34,586−46.6% | Reduced |
| PDT Partners, LLC | 40,500 | $1.88M | 0.12% | +9,655+31.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 41,123 | $1.91M | 0.03% | +787+2.0% | Added |
| Thrivent Financial for Lutherans | 42,131 | $1.95M | 0.00% | −67−0.2% | Reduced |
| Citigroup Inc | 42,280 | $1.96M | 0.00% | +23,323+123.0% | Added |
| SEI Investments Co | 42,759 | $2.02M | 0.00% | −8,435−16.5% | Reduced |
| Great West Life Assurance Co | 43,872 | $2.04M | 0.00% | −514−1.2% | Reduced |
| National Asset Management, Inc. | 46,320 | $2.15M | 0.07% | −600−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 48,671 | $2.26M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 48,331 | $2.29M | 0.01% | −3,697−7.1% | Reduced |
| Credit Suisse AG | 49,252 | $2.29M | 0.00% | −6,494−11.6% | Reduced |
| New York State Common Retirement Fund | 49,367 | $2.29M | 0.00% | −2,333−4.5% | Reduced |
| Jennison Associates LLC | 49,446 | $2.29M | 0.00% | −2,038−4.0% | Reduced |
| Russell Investments Group, Ltd. | 51,829 | $2.40M | 0.00% | +1,372+2.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 51,878 | $2.41M | 0.01% | −12,200−19.0% | Reduced |
| Essex Investment Management Co LLC | 52,117 | $2.42M | 0.28% | −5,564−9.6% | Reduced |
| Gratus Capital LLC | 52,864 | $2.45M | 0.27% | −15,819−23.0% | Reduced |
| UBS Asset Management Americas Inc | 54,894 | $2.55M | 0.00% | +12,355+29.0% | Added |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.88M | 0.09% | +62,003 | New |
| Envestnet Asset Management Inc | 64,407 | $2.99M | 0.00% | +8,824+15.9% | Added |
| Kennedy Capital Management, Inc. | 74,041 | $3.44M | 0.07% | −3,251−4.2% | Reduced |
| Goldman Sachs Group Inc | 75,402 | $3.50M | 0.00% | +14,664+24.1% | Added |
| Deutsche Bank AG | 75,919 | $3.52M | 0.00% | −2,164−2.8% | Reduced |
| California State Teachers Retirement System | 78,659 | $3.65M | 0.00% | −7,643−8.9% | Reduced |
| TCW Group Inc | 92,100 | $4.27M | 0.04% | −104,800−53.2% | Reduced |
| Alliancebernstein L.P. | 94,582 | $4.39M | 0.00% | +6,173+7.0% | Added |
| Prudential Financial Inc | 102,947 | $4.78M | 0.01% | +2,881+2.9% | Added |
| Raymond James & Associates | 104,258 | $4.84M | 0.00% | +64,023+159.1% | Added |
| Nomura Asset Management Co Ltd | 105,123 | $4.88M | 0.03% | +26,123+33.1% | Added |
| Public Sector Pension Investment Board | 105,316 | $4.89M | 0.03% | −600−0.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 110,611 | $5.13M | 0.03% | +24,148+27.9% | Added |
| First Trust Advisors LP | 113,360 | $5.26M | 0.01% | +51,369+82.9% | Added |
| Swiss National Bank | 117,200 | $5.44M | 0.00% | −3,900−3.2% | Reduced |
| Royal Bank of Canada | 117,888 | $5.47M | 0.00% | +5,069+4.5% | Added |
| Connors Investor Services Inc | 130,414 | $6.05M | 0.63% | −707−0.5% | Reduced |
| American Century Companies Inc | 132,772 | $6.16M | 0.00% | +31,227+30.8% | Added |
| Baird Financial Group, Inc. | 133,051 | $6.17M | 0.02% | −22,092−14.2% | Reduced |
| Legal & General Group Plc | 135,684 | $6.29M | 0.00% | −34,220−20.1% | Reduced |
| Bank of America Corp | 161,610 | $7.50M | 0.00% | −66,148−29.0% | Reduced |
| Brandywine Global Investment Management, LLC | 168,229 | $7.80M | 0.06% | −5,915−3.4% | Reduced |
| Rhumbline Advisers | 169,039 | $7.84M | 0.01% | −8,678−4.9% | Reduced |
| Basswood Capital Management, L.L.C. | 177,838 | $8.25M | 0.35% | 00.0% | Unchanged |
| Scout Investments, Inc. | 182,570 | $8.47M | 0.13% | −15,327−7.7% | Reduced |
| Invesco Ltd. | 195,182 | $9.05M | 0.00% | +19,645+11.2% | Added |
| S&T Bank | 198,370 | $9.20M | 1.43% | −1,194−0.6% | Reduced |
| Stieven Capital Advisors, L.P. | 205,792 | $9.55M | 1.18% | −1,800−0.9% | Reduced |
| Redwood Investments, LLC | 205,980 | $9.55M | 0.77% | +205,980 | New |
| FIL Ltd | 209,540 | $9.72M | 0.01% | +2,757+1.3% | Added |
| Bragg Financial Advisors, Inc | 215,989 | $10.0M | 0.64% | +33,075+18.1% | Added |
| Wellington Management Group LLP | 220,651 | $10.2M | 0.00% | +43,975+24.9% | Added |
| Parametric Portfolio Associates LLC | 223,640 | $10.4M | 0.01% | +9,772+4.6% | Added |
| Wells Fargo & Company | 231,606 | $10.7M | 0.00% | −51,284−18.1% | Reduced |