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.
Q3 2021 vs. Q2 2021
How the institutions holding Axos Financial, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 233 | 1 | 232 | 0 |
| Shares | 45.6M | 3.50K | 46.3M | +671.6K (+1.5%) |
| Value | $2.11B | $162.0K | $2.38B | +$264.1M (+12.5%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Axos Financial, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Avalon Investment & Advisory | 78,828 | $4.06M | 0.09% |
| Denali Advisors LLC | 67,000 | $3.45M | 1.44% |
| Laurus Investment Counsel Inc. | 16,550 | $1.08M | 0.31% |
| Maryland State Retirement & Pension System | 21,006 | $1.08M | 0.03% |
| AlphaCrest Capital Management LLC | 8,131 | $419.0K | 0.02% |
| Blueshift Asset Management, LLC | 6,239 | $322.0K | 0.02% |
| Algert Global LLC | 4,467 | $230.0K | 0.03% |
| Engineers Gate Manager LP | 4,225 | $218.0K | 0.01% |
| Raymond James Trust N.A. | 4,195 | $216.0K | 0.01% |
| 6 Meridian | 4,196 | $216.0K | 0.02% |
| Wedbush Securities Inc | 3,898 | $201.0K | 0.01% |
| Financial Management Professionals, Inc. | 1,499 | $77.0K | 0.02% |
| 1832 Asset Management L.P. | 365 | $19.0K | 0.00% |
| SRS Capital Advisors, Inc. | 174 | $9.00K | 0.00% |
| Quantbot Technologies LP | 24 | $1.00K | 0.00% |
| Bell Investment Advisors, Inc | 18 | $1.00K | 0.00% |
| Kowal Investment Group, LLC | 2 | $0 | 0.00% |
| Sofos Investments, Inc. | 220 | – | – |
Sold out (18)
Institutions that held Axos Financial, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Nomura Asset Management Co Ltd | 105,123 | $4.88M |
| Grantham, Mayo, Van Otterloo & Co. LLC | 51,878 | $2.41M |
| Premier Fund Managers Ltd | 34,100 | $1.58M |
| California Public Employees Retirement System | 28,994 | $1.34M |
| APG Asset Management N.V. | 30,900 | $1.21M |
| Affinity Investment Advisors, LLC | 22,016 | $1.02M |
| Occudo Quantitative Strategies LP | 13,821 | $641.0K |
| First Hawaiian Bank | 11,770 | $546.0K |
| PEAK6 Investments LLC | 8,585 | $398.0K |
| Ergoteles LLC | 7,600 | $353.0K |
| Cubist Systematic Strategies, LLC | 7,415 | $344.0K |
| Citadel Advisors LLC | 6,655 | $309.0K |
| Alps Advisors Inc | 6,533 | $303.0K |
| KBC Group NV | 5,296 | $246.0K |
| Bridgefront Capital, LLC | 4,405 | $204.0K |
| Point72 Hong Kong Ltd | 423 | $20.0K |
| Proequities, Inc. | 300 | $14.0K |
| Massmutual Trust Co FSB | 31 | $1.00K |
Not filed for Q3 2021 yet (1)
Institutions that held Axos Financial, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| CWM, LLC | 3,500 | $162.0K |