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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 13,952 | $719.0K | 0.07% | +5,046+56.7% | Added |
| Pacific Ridge Capital Partners, LLC | 14,050 | $724.0K | 0.13% | +600+4.5% | Added |
| BerganKDV Wealth Management, LLC | 14,102 | $727.0K | 0.08% | −169−1.2% | Reduced |
| Quantinno Capital Management LP | 14,216 | $733.0K | 0.82% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,363 | $740.0K | 0.02% | +939+7.0% | Added |
| Teachers Retirement System of the State of Kentucky | 14,479 | $746.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,522 | $748.0K | 0.01% | +69+0.5% | Added |
| Van Hulzen Asset Management, LLC | 14,607 | $753.0K | 0.11% | −88−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 14,700 | $758.0K | 0.01% | +577+4.1% | Added |
| Handelsbanken Fonder AB | 15,095 | $778.0K | 0.00% | +2,500+19.8% | Added |
| Metropolitan Life Insurance Co | 15,183 | $782.5K | 0.01% | −1,669−9.9% | Reduced |
| Victory Capital Management Inc | 16,421 | $846.0K | 0.00% | +3,022+22.6% | Added |
| Susquehanna Fundamental Investments, LLC | 16,755 | $864.0K | 0.02% | −2,687−13.8% | Reduced |
| Stifel Financial Corp | 17,425 | $898.0K | 0.00% | −223−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 17,864 | $921.0K | 0.00% | −21,805−55.0% | Reduced |
| First Republic Investment Management, Inc. | 18,241 | $940.0K | 0.00% | −510−2.7% | Reduced |
| Man Group plc | 19,500 | $1.00M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 19,905 | $1.03M | 0.00% | −9,888−33.2% | Reduced |
| Advantage Alpha Capital Partners LP | 20,529 | $1.06M | 0.19% | −5,247−20.4% | Reduced |
| Oregon Public Employees Retirement Fund | 20,788 | $1.07M | 0.01% | −100−0.5% | Reduced |
| Maryland State Retirement & Pension System | 21,006 | $1.08M | 0.03% | +21,006 | New |
| MetLife Investment Management | 20,959 | $1.08M | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.08M | 0.15% | 00.0% | Unchanged |
| Laurus Investment Counsel Inc. | 16,550 | $1.08M | 0.31% | +16,550 | New |
| D.A. Davidson & Co. | 21,825 | $1.13M | 0.01% | +539+2.5% | Added |
| Voya Investment Management LLC | 23,109 | $1.19M | 0.00% | +37+0.2% | Added |
| Ridgewood Investments LLC | 23,642 | $1.22M | 0.83% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 23,894 | $1.23M | 0.00% | −1,763−6.9% | Reduced |
| New York State Teachers Retirement System | 25,062 | $1.29M | 0.00% | −359−1.4% | Reduced |
| Louisiana State Employees Retirement System | 25,700 | $1.32M | 0.03% | +2,500+10.8% | Added |
| Squarepoint Ops LLC | 25,934 | $1.34M | 0.01% | +8,950+52.7% | Added |
| Amalgamated Bank | 26,320 | $1.36M | 0.01% | +141+0.5% | Added |
| Manufacturers Life Insurance Company, The | 28,593 | $1.47M | 0.00% | −2,686−8.6% | Reduced |
| Virtue Capital Management, LLC | 29,765 | $1.53M | 0.27% | −1,254−4.0% | Reduced |
| State Board of Administration of Florida Retirement System | 30,571 | $1.58M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 31,035 | $1.60M | 0.00% | +1,737+5.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 33,195 | $1.71M | 0.00% | −398−1.2% | Reduced |
| American International Group, Inc. | 35,517 | $1.83M | 0.01% | −1,046−2.9% | Reduced |
| Citigroup Inc | 35,947 | $1.85M | 0.00% | −6,333−15.0% | Reduced |
| Price T Rowe Associates Inc | 37,811 | $1.95M | 0.00% | −36−0.1% | Reduced |
| State of Alaska, Department of Revenue | 38,936 | $2.01M | 0.02% | +3,263+9.1% | Added |
| Texas Permanent School Fund | 39,492 | $2.04M | 0.03% | +1,085+2.8% | Added |
| Formula Growth Ltd | 39,624 | $2.04M | 0.30% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 40,102 | $2.07M | 0.00% | −11,727−22.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,478 | $2.09M | 0.02% | +928+2.3% | Added |
| PDT Partners, LLC | 40,500 | $2.09M | 0.15% | 00.0% | Unchanged |
| SEI Investments Co | 41,905 | $2.19M | 0.00% | −854−2.0% | Reduced |
| Millennium Management LLC | 42,569 | $2.19M | 0.00% | +4,207+11.0% | Added |
| Jennison Associates LLC | 43,082 | $2.22M | 0.00% | −6,364−12.9% | Reduced |
| Thrivent Financial for Lutherans | 43,153 | $2.22M | 0.00% | +1,022+2.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 43,364 | $2.23M | 0.03% | +2,241+5.4% | Added |
| Deutsche Bank AG | 43,541 | $2.24M | 0.00% | −32,378−42.6% | Reduced |
| Barclays PLC | 44,607 | $2.30M | 0.00% | +16,946+61.3% | Added |
| Credit Suisse AG | 45,249 | $2.33M | 0.00% | −4,003−8.1% | Reduced |
| National Asset Management, Inc. | 46,228 | $2.38M | 0.08% | −92−0.2% | Reduced |
| Great West Life Assurance Co | 45,957 | $2.39M | 0.01% | +2,085+4.8% | Added |
| Ensign Peak Advisors, Inc | 48,671 | $2.51M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 48,368 | $2.57M | 0.02% | +37+0.1% | Added |
| Gratus Capital LLC | 51,039 | $2.63M | 0.28% | −1,825−3.5% | Reduced |
| Essex Investment Management Co LLC | 52,117 | $2.69M | 0.33% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 57,251 | $2.95M | 0.01% | +34,189+148.2% | Added |
| First Trust Advisors LP | 59,103 | $3.05M | 0.00% | −54,257−47.9% | Reduced |
| Goldman Sachs Group Inc | 59,685 | $3.08M | 0.00% | −15,717−20.8% | Reduced |
| UBS Asset Management Americas Inc | 61,660 | $3.18M | 0.00% | +6,766+12.3% | Added |
| Emerald Mutual Fund Advisers Trust | 62,003 | $3.20M | 0.11% | 00.0% | Unchanged |
| Denali Advisors LLC | 67,000 | $3.45M | 1.44% | +67,000 | New |
| New York State Common Retirement Fund | 68,273 | $3.52M | 0.00% | +18,906+38.3% | Added |
| Envestnet Asset Management Inc | 70,502 | $3.63M | 0.00% | +6,095+9.5% | Added |
| California State Teachers Retirement System | 74,517 | $3.84M | 0.00% | −4,142−5.3% | Reduced |
| Kennedy Capital Management, Inc. | 74,953 | $3.86M | 0.09% | +912+1.2% | Added |
| Avalon Investment & Advisory | 78,828 | $4.06M | 0.09% | +78,828 | New |
| SG Americas Securities, LLC | 84,797 | $4.37M | 0.02% | +81,294+2,320.7% | Added |
| Prudential Financial Inc | 85,770 | $4.42M | 0.01% | −17,177−16.7% | Reduced |
| TCW Group Inc | 91,800 | $4.73M | 0.04% | −300−0.3% | Reduced |
| Alliancebernstein L.P. | 92,452 | $4.76M | 0.00% | −2,130−2.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 106,264 | $5.48M | 0.04% | −4,347−3.9% | Reduced |
| Public Sector Pension Investment Board | 107,876 | $5.56M | 0.03% | +2,560+2.4% | Added |
| Swiss National Bank | 117,800 | $6.07M | 0.00% | +600+0.5% | Added |
| Royal Bank of Canada | 120,685 | $6.22M | 0.00% | +2,797+2.4% | Added |
| Raymond James & Associates | 121,576 | $6.27M | 0.01% | +17,318+16.6% | Added |
| Baird Financial Group, Inc. | 129,035 | $6.65M | 0.02% | −4,016−3.0% | Reduced |
| Connors Investor Services Inc | 134,474 | $6.93M | 0.73% | +4,060+3.1% | Added |
| American Century Companies Inc | 148,032 | $7.63M | 0.01% | +15,260+11.5% | Added |
| Legal & General Group Plc | 149,370 | $7.70M | 0.00% | +13,686+10.1% | Added |
| Rhumbline Advisers | 151,565 | $7.81M | 0.01% | −17,474−10.3% | Reduced |
| Brandywine Global Investment Management, LLC | 155,820 | $8.03M | 0.06% | −12,409−7.4% | Reduced |
| Bank of America Corp | 170,851 | $8.81M | 0.00% | +9,241+5.7% | Added |
| Basswood Capital Management, L.L.C. | 177,838 | $9.17M | 0.37% | 00.0% | Unchanged |
| Scout Investments, Inc. | 180,561 | $9.31M | 0.14% | −2,009−1.1% | Reduced |
| S&T Bank | 193,085 | $9.95M | 1.54% | −5,285−2.7% | Reduced |
| FIL Ltd | 200,001 | $10.3M | 0.01% | −9,539−4.6% | Reduced |
| Stieven Capital Advisors, L.P. | 205,492 | $10.6M | 1.27% | −300−0.1% | Reduced |
| Wells Fargo & Company | 209,542 | $10.8M | 0.00% | −22,064−9.5% | Reduced |
| Wellington Management Group LLP | 215,786 | $11.1M | 0.00% | −4,865−2.2% | Reduced |
| Bragg Financial Advisors, Inc | 216,692 | $11.2M | 0.72% | +703+0.3% | Added |
| Bridgeway Capital Management, LLC | 233,510 | $12.0M | 0.23% | −39,700−14.5% | Reduced |
| Invesco Ltd. | 235,926 | $12.2M | 0.00% | +40,744+20.9% | Added |
| Parametric Portfolio Associates LLC | 241,412 | $12.4M | 0.01% | +17,772+7.9% | Added |
| Nuveen Asset Management, LLC | 301,601 | $13.8M | 0.00% | −41,235−12.0% | Reduced |
| Ci Investments Inc. | 275,500 | $14.2M | 0.05% | −36,539−11.7% | Reduced |