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.
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 | 387 | $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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 910 | $42.2K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 845 | $39.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 768 | $36.0K | 0.00% | +768 | New |
| Harbour Investments, Inc. | 620 | $29.0K | 0.00% | −28−4.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 475 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 448 | $21.0K | 0.00% | +448 | New |
| Point72 Hong Kong Ltd | 423 | $20.0K | 0.00% | −307−42.1% | Reduced |
| PrairieView Partners, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 351 | $16.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 320 | $14.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 290 | $13.0K | 0.00% | +290 | New |
| O'Shaughnessy Asset Management, LLC | 257 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 221 | $10.0K | 0.00% | +61+38.1% | Added |
| Pacitti Group Inc. | – | $9.00K | 0.01% | – | – |
| Fieldpoint Private Securities, LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 150 | $7.00K | 0.00% | +10+7.1% | Added |
| 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 |
| 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 |
| Tarbox Family Office, Inc. | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 68 | $3.00K | 0.00% | +68 | New |
| Patriot Financial Group Insurance Agency, LLC | 37 | $2.00K | 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 |
| Clearview Wealth Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 0 | $0 | 0.00% | −307,100−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −52,874−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −37,662−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −31,428−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −11,906−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,770−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,582−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,395−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −5,443−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −4,998−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,616−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,309−100.0% | Sold out |
| 6 Meridian | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −3,641−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,933−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | Not filed |