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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, 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.

Institutional holdersQ2 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 heldQ2 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, Q2 2021

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2021.

Institutions holding AX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Barclays PLC27,661$1.28M0.00%−41,471−60.0%Reduced
Amalgamated Bank26,179$1.21M0.01%+20,831+389.5%Added
APG Asset Management N.V.30,900$1.21M0.00%−51,200−62.4%Reduced
Advantage Alpha Capital Partners LP25,776$1.20M0.23%+743+3.0%Added
State of Tennessee, Treasury Department25,657$1.19M0.00%−1,822−6.6%Reduced
New York State Teachers Retirement System25,421$1.18M0.00%−4,800−15.9%Reduced
Ridgewood Investments LLC23,642$1.10M0.70%−29,745−55.7%Reduced
Louisiana State Employees Retirement System23,200$1.08M0.03%−100−0.4%Reduced
Voya Investment Management LLC23,072$1.07M0.00%−1,943−7.8%Reduced
BNP Paribas Arbitrage, SA23,062$1.07M0.00%−5,038−17.9%Reduced
Affinity Investment Advisors, LLC22,016$1.02M0.46%−100.0%Reduced
D.A. Davidson & Co.21,286$987.0K0.01%−139−0.6%Reduced
Balyasny Asset Management LLC21,110$979.0K0.01%+21,110New
NJ State Employees Deferred Compensation Plan21,000$974.0K0.13%00.0%Unchanged
MetLife Investment Management20,959$972.3K0.01%00.0%Unchanged
Oregon Public Employees Retirement Fund20,888$969.0K0.01%00.0%Unchanged
Man Group plc19,500$905.0K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC19,442$902.0K0.02%00.0%Unchanged
First Republic Investment Management, Inc.18,751$870.0K0.00%−327−1.7%Reduced
Stifel Financial Corp17,648$819.0K0.00%−777−4.2%Reduced
Squarepoint Ops LLC16,984$788.0K0.01%−2,195−11.4%Reduced
HRT Financial LP16,902$784.0K0.01%+10,727+173.7%Added
Metropolitan Life Insurance Co16,852$781.8K0.01%+1,035+6.5%Added
ProShare Advisors LLC16,204$752.0K0.00%−675−4.0%Reduced
Van Hulzen Asset Management, LLC14,695$682.0K0.10%+3,926+36.5%Added
Teachers Retirement System of the State of Kentucky14,479$672.0K0.01%00.0%Unchanged
Arizona State Retirement System14,453$670.0K0.01%−1,016−6.6%Reduced
Susquehanna International Group, LLP14,426$669.0K0.00%+4,635+47.3%Added
BerganKDV Wealth Management, LLC14,271$662.0K0.08%+292+2.1%Added
Quantinno Capital Management LP14,216$659.0K0.75%00.0%Unchanged
Oppenheimer Asset Management Inc.14,123$655.0K0.01%+316+2.3%Added
Occudo Quantitative Strategies LP13,821$641.0K0.10%+13,821New
Creative Planning13,646$633.0K0.00%+13,646New
Pacific Ridge Capital Partners, LLC13,450$624.0K0.11%−70−0.5%Reduced
Exchange Traded Concepts, LLC13,424$623.0K0.02%+1,395+11.6%Added
Victory Capital Management Inc13,399$622.0K0.00%−74−0.5%Reduced
Jane Street Group, LLC13,196$612.0K0.00%+4,206+46.8%Added
Crossmark Global Holdings, Inc.12,882$598.0K0.01%+10+0.1%Added
Handelsbanken Fonder AB12,595$584.0K0.00%+3,600+40.0%Added
Nisa Investment Advisors, LLC12,300$571.0K0.00%−13,000−51.4%Reduced
Orion Capital Management LLC12,300$571.0K0.36%00.0%Unchanged
First Hawaiian Bank11,770$546.0K0.02%00.0%Unchanged
Commonwealth Equity Services, LLC11,548$535.0K0.00%+100+0.9%Added
UBS Group AG11,211$520.0K0.00%−4,256−27.5%Reduced
Advisor Group Holdings, Inc.10,860$504.0K0.00%+1,832+20.3%Added
Alpha Cubed Investments, LLC10,800$501.0K0.04%00.0%Unchanged
Jaffetilchin Investment Partners, LLC10,525$488.0K0.03%00.0%Unchanged
Tower Research Capital LLC (TRC)10,312$478.0K0.01%+4,325+72.2%Added
Eqis Capital Management, Inc.10,277$477.0K0.04%−31−0.3%Reduced
Kovitz Investment Group Partners, LLC10,021$465.0K0.01%+10,021New
Pinnacle Associates Ltd9,800$455.0K0.01%00.0%Unchanged
Hancock Whitney Corp9,506$441.0K0.01%−224−2.3%Reduced
Guggenheim Capital LLC9,374$435.0K0.00%−441−4.5%Reduced
Gsa Capital Partners LLP8,906$413.0K0.05%+369+4.3%Added
IndexIQ Advisors LLC8,606$399.0K0.01%+187+2.2%Added
Everence Capital Management Inc8,590$398.0K0.03%00.0%Unchanged
Mission Creek Capital Partners, Inc.8,590$398.0K0.06%00.0%Unchanged
PEAK6 Investments LLC8,585$398.0K0.01%+9+0.1%Added
Public Employees Retirement Association of Colorado8,494$394.0K0.00%00.0%Unchanged
Ergoteles LLC7,600$353.0K0.01%+7,600New
Cubist Systematic Strategies, LLC7,415$344.0K0.00%−1,762−19.2%Reduced
Schonfeld Strategic Advisors LLC7,400$343.0K0.00%+7,400New
HSBC Holdings PLC7,321$341.0K0.00%+7,321New
Mutual of America Capital Management LLC7,327$340.0K0.00%+467+6.8%Added
Teacher Retirement System of Texas7,103$330.0K0.00%+1,040+17.2%Added
Clearstead Advisors, LLC7,020$326.0K0.03%00.0%Unchanged
Citadel Advisors LLC6,655$309.0K0.00%−7,421−52.7%Reduced
Mutual Advisors, LLC6,598$306.0K0.02%+1,029+18.5%Added
Alps Advisors Inc6,533$303.0K0.00%00.0%Unchanged
Barnett & Company, Inc.6,450$299.0K0.20%−1,100−14.6%Reduced
Prudent Man Advisors, LLC6,176$287.0K0.11%−2,709−30.5%Reduced
Bank Hapoalim BM6,142$285.0K0.03%−400−6.1%Reduced
Cim Investment Mangement Inc5,891$273.0K0.08%−2,943−33.3%Reduced
Profund Advisors LLC5,778$268.0K0.01%+162+2.9%Added
Janus Henderson Group PLC5,626$261.0K0.00%+775+16.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)5,369$249.0K0.00%−728−11.9%Reduced
Cetera Advisors LLC5,310$246.0K0.01%00.0%Unchanged
KBC Group NV5,296$246.0K0.00%00.0%Unchanged
Private Asset Management Inc5,000$232.0K0.03%00.0%Unchanged
Synovus Financial Corp5,000$232.0K0.00%+5,000New
Choate Investment Advisors4,759$221.0K0.01%+4,759New
Ameritas Investment Partners, Inc.4,474$208.0K0.01%−319−6.7%Reduced
Intelligence Driven Advisers, LLC4,421$205.0K0.04%00.0%Unchanged
Alethea Capital Management, LLC4,400$204.0K0.13%00.0%Unchanged
Bridgefront Capital, LLC4,405$204.0K0.08%+4,405New
Earnest Partners LLC3,600$167.0K0.00%00.0%Unchanged
SG Americas Securities, LLC3,503$163.0K0.00%−5,492−61.1%Reduced
CWM, LLC3,500$162.0K0.00%00.0%Unchanged
US Bancorp3,321$154.0K0.00%−18−0.5%Reduced
The PNC Financial Services Group, Inc.3,266$150.0K0.00%−72−2.2%Reduced
Captrust Financial Advisors2,032$94.0K0.00%−33−1.6%Reduced
Hanseatic Management Services Inc1,447$67.0K0.13%00.0%Unchanged
Public Employees Retirement System of Ohio1,403$65.0K0.00%−11−0.8%Reduced
Simplex Trading, LLC1,420$65.0K0.00%+1,420New
Oakworth Capital, Inc.1,305$61.0K0.01%−1,400−51.8%Reduced
Eaton Vance Management1,267$59.0K0.00%+668+111.5%Added
Mark Sheptoff Financial Planning, LLC1,200$56.0K0.03%00.0%Unchanged
Fifth Third Bancorp1,120$52.0K0.00%+810+261.3%Added
State of Wyoming1,090$51.0K0.03%+1,090New
Toronto Dominion Bank979$45.0K0.00%+95+10.7%Added