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; 391 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Axos Financial, Inc. as of Sep 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
- 232
- 0 vs. Q2 2021
- Shares held
- 46.3M
- +671.6K (+1.5%) vs. Q2 2021
- Total value
- $2.38B
- +$264.1M (+12.5%) vs. Q2 2021
- New holders
- 18
- 72 more added
- Sold out
- 18
- 80 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 391 | $4.71B |
| Q1 2026 | 390 | $4.05B |
| Q4 2025 | 382 | $3.96B |
| Q3 2025 | 385 | $3.82B |
| Q2 2025 | 368 | $3.41B |
| Q1 2025 | 355 | $2.96B |
| Q4 2024 | 358 | $3.30B |
| Q3 2024 | 336 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,660,353 | $446.4M | 0.01% | +43,120+0.5% | Added |
| Vanguard Group Inc | 5,474,921 | $282.2M | 0.01% | +46,829+0.9% | Added |
| Dimensional Fund Advisors LP | 2,121,155 | $109.3M | 0.04% | −74,764−3.4% | Reduced |
| State Street Corp | 2,012,800 | $103.7M | 0.01% | −100,562−4.8% | Reduced |
| Wasatch Advisors Inc | 1,920,237 | $99.0M | 0.40% | +176,193+10.1% | Added |
| Ameriprise Financial Inc | 1,860,166 | $95.9M | 0.03% | −96,915−5.0% | Reduced |
| FMR LLC | 1,507,483 | $77.7M | 0.01% | +540,877+56.0% | Added |
| Robeco Institutional Asset Management B.V. | 1,400,000 | $72.2M | 0.16% | +50,000+3.7% | Added |
| Fred Alger Management, LLC | 1,086,385 | $56.0M | 0.13% | +3,869+0.4% | Added |
| Epoch Investment Partners, Inc. | 1,071,424 | $55.2M | 0.31% | +5,057+0.5% | Added |
| Geneva Capital Management LLC | 960,721 | $49.5M | 0.84% | −5,802−0.6% | Reduced |
| Rice Hall James & Associates, LLC | 929,254 | $47.9M | 1.77% | −16,405−1.7% | Reduced |
| Geode Capital Management, LLC | 925,066 | $47.7M | 0.01% | +14,564+1.6% | Added |
| Northern Trust Corp | 820,135 | $42.3M | 0.01% | −17,238−2.1% | Reduced |
| Bank of New York Mellon Corp | 753,510 | $38.8M | 0.01% | +42,946+6.0% | Added |
| Davis Capital Partners, LLC | 675,676 | $31.3M | 1.63% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 606,802 | $31.3M | 0.04% | +175,487+40.7% | Added |
| Shaker Investments LLC | 511,351 | $26.4M | 11.63% | −21,268−4.0% | Reduced |
| Norges Bank | 507,811 | $26.2M | 0.01% | −27,882−5.2% | Reduced |
| Pembroke Management, LTD | 498,997 | $25.7M | 1.94% | +1,168+0.2% | Added |
| Principal Financial Group Inc | 456,203 | $23.5M | 0.02% | +8,768+2.0% | Added |
| Charles Schwab Investment Management Inc | 453,558 | $23.4M | 0.01% | +12,967+2.9% | Added |
| Orchard Capital Managment, LLC | 446,571 | $23.0M | 6.93% | 00.0% | Unchanged |
| Royce & Associates LP | 420,836 | $21.7M | 0.16% | +43,345+11.5% | Added |
| Redwood Investments, LLC | 420,785 | $21.7M | 1.81% | +214,805+104.3% | Added |
| State of Wisconsin Investment Board | 381,900 | $19.7M | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 357,325 | $18.4M | 0.00% | −18,182−4.8% | Reduced |
| Lord, Abbett & Co. LLC | 344,560 | $17.8M | 0.04% | −20,400−5.6% | Reduced |
| Bank of Montreal | 349,974 | $17.7M | 0.01% | −12,832−3.5% | Reduced |
| Foundry Partners, LLC | 279,637 | $14.4M | 0.52% | −21,201−7.0% | Reduced |
| Morgan Stanley | 279,314 | $14.4M | 0.00% | −35,044−11.1% | Reduced |
| Ci Investments Inc. | 275,500 | $14.2M | 0.05% | −36,539−11.7% | Reduced |
| Nuveen Asset Management, LLC | 301,601 | $13.8M | 0.00% | −41,235−12.0% | Reduced |
| Parametric Portfolio Associates LLC | 241,412 | $12.4M | 0.01% | +17,772+7.9% | Added |
| Invesco Ltd. | 235,926 | $12.2M | 0.00% | +40,744+20.9% | Added |
| Bridgeway Capital Management, LLC | 233,510 | $12.0M | 0.23% | −39,700−14.5% | Reduced |
| Bragg Financial Advisors, Inc | 216,692 | $11.2M | 0.72% | +703+0.3% | Added |
| Wellington Management Group LLP | 215,786 | $11.1M | 0.00% | −4,865−2.2% | Reduced |
| Wells Fargo & Company | 209,542 | $10.8M | 0.00% | −22,064−9.5% | Reduced |
| Stieven Capital Advisors, L.P. | 205,492 | $10.6M | 1.27% | −300−0.1% | Reduced |
| FIL Ltd | 200,001 | $10.3M | 0.01% | −9,539−4.6% | Reduced |
| S&T Bank | 193,085 | $9.95M | 1.54% | −5,285−2.7% | Reduced |
| Scout Investments, Inc. | 180,561 | $9.31M | 0.14% | −2,009−1.1% | Reduced |
| Basswood Capital Management, L.L.C. | 177,838 | $9.17M | 0.37% | 00.0% | Unchanged |
| Bank of America Corp | 170,851 | $8.81M | 0.00% | +9,241+5.7% | Added |
| Brandywine Global Investment Management, LLC | 155,820 | $8.03M | 0.06% | −12,409−7.4% | Reduced |
| Rhumbline Advisers | 151,565 | $7.81M | 0.01% | −17,474−10.3% | Reduced |
| Legal & General Group Plc | 149,370 | $7.70M | 0.00% | +13,686+10.1% | Added |
| American Century Companies Inc | 148,032 | $7.63M | 0.01% | +15,260+11.5% | Added |
| Connors Investor Services Inc | 134,474 | $6.93M | 0.73% | +4,060+3.1% | Added |
| Baird Financial Group, Inc. | 129,035 | $6.65M | 0.02% | −4,016−3.0% | Reduced |
| Raymond James & Associates | 121,576 | $6.27M | 0.01% | +17,318+16.6% | Added |
| Royal Bank of Canada | 120,685 | $6.22M | 0.00% | +2,797+2.4% | Added |
| Swiss National Bank | 117,800 | $6.07M | 0.00% | +600+0.5% | Added |
| Public Sector Pension Investment Board | 107,876 | $5.56M | 0.03% | +2,560+2.4% | Added |
| Jacobs Levy Equity Management, Inc | 106,264 | $5.48M | 0.04% | −4,347−3.9% | Reduced |
| Alliancebernstein L.P. | 92,452 | $4.76M | 0.00% | −2,130−2.3% | Reduced |
| TCW Group Inc | 91,800 | $4.73M | 0.04% | −300−0.3% | Reduced |
| Prudential Financial Inc | 85,770 | $4.42M | 0.01% | −17,177−16.7% | Reduced |
| SG Americas Securities, LLC | 84,797 | $4.37M | 0.02% | +81,294+2,320.7% | Added |
| Avalon Investment & Advisory | 78,828 | $4.06M | 0.09% | +78,828 | New |
| Kennedy Capital Management, Inc. | 74,953 | $3.86M | 0.09% | +912+1.2% | Added |
| California State Teachers Retirement System | 74,517 | $3.84M | 0.00% | −4,142−5.3% | Reduced |
| Envestnet Asset Management Inc | 70,502 | $3.63M | 0.00% | +6,095+9.5% | Added |
| New York State Common Retirement Fund | 68,273 | $3.52M | 0.00% | +18,906+38.3% | Added |
| Denali Advisors LLC | 67,000 | $3.45M | 1.44% | +67,000 | New |
| Emerald Mutual Fund Advisers Trust | 62,003 | $3.20M | 0.11% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 61,660 | $3.18M | 0.00% | +6,766+12.3% | Added |
| Goldman Sachs Group Inc | 59,685 | $3.08M | 0.00% | −15,717−20.8% | Reduced |
| First Trust Advisors LP | 59,103 | $3.05M | 0.00% | −54,257−47.9% | Reduced |
| BNP Paribas Arbitrage, SA | 57,251 | $2.95M | 0.01% | +34,189+148.2% | Added |
| Essex Investment Management Co LLC | 52,117 | $2.69M | 0.33% | 00.0% | Unchanged |
| Gratus Capital LLC | 51,039 | $2.63M | 0.28% | −1,825−3.5% | Reduced |
| Comerica Bank | 48,368 | $2.57M | 0.02% | +37+0.1% | Added |
| Ensign Peak Advisors, Inc | 48,671 | $2.51M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 45,957 | $2.39M | 0.01% | +2,085+4.8% | Added |
| National Asset Management, Inc. | 46,228 | $2.38M | 0.08% | −92−0.2% | Reduced |
| Credit Suisse AG | 45,249 | $2.33M | 0.00% | −4,003−8.1% | Reduced |
| Barclays PLC | 44,607 | $2.30M | 0.00% | +16,946+61.3% | Added |
| Deutsche Bank AG | 43,541 | $2.24M | 0.00% | −32,378−42.6% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 43,364 | $2.23M | 0.03% | +2,241+5.4% | Added |
| Thrivent Financial for Lutherans | 43,153 | $2.22M | 0.00% | +1,022+2.4% | Added |
| Jennison Associates LLC | 43,082 | $2.22M | 0.00% | −6,364−12.9% | Reduced |
| Millennium Management LLC | 42,569 | $2.19M | 0.00% | +4,207+11.0% | Added |
| SEI Investments Co | 41,905 | $2.19M | 0.00% | −854−2.0% | Reduced |
| PDT Partners, LLC | 40,500 | $2.09M | 0.15% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,478 | $2.09M | 0.02% | +928+2.3% | Added |
| Russell Investments Group, Ltd. | 40,102 | $2.07M | 0.00% | −11,727−22.6% | Reduced |
| Formula Growth Ltd | 39,624 | $2.04M | 0.30% | 00.0% | Unchanged |
| Texas Permanent School Fund | 39,492 | $2.04M | 0.03% | +1,085+2.8% | Added |
| State of Alaska, Department of Revenue | 38,936 | $2.01M | 0.02% | +3,263+9.1% | Added |
| Price T Rowe Associates Inc | 37,811 | $1.95M | 0.00% | −36−0.1% | Reduced |
| Citigroup Inc | 35,947 | $1.85M | 0.00% | −6,333−15.0% | Reduced |
| American International Group, Inc. | 35,517 | $1.83M | 0.01% | −1,046−2.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,195 | $1.71M | 0.00% | −398−1.2% | Reduced |
| Truist Financial Corp | 31,035 | $1.60M | 0.00% | +1,737+5.9% | Added |
| State Board of Administration of Florida Retirement System | 30,571 | $1.58M | 0.00% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 29,765 | $1.53M | 0.27% | −1,254−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 28,593 | $1.47M | 0.00% | −2,686−8.6% | Reduced |
| Amalgamated Bank | 26,320 | $1.36M | 0.01% | +141+0.5% | Added |