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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, 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.

Institutional holdersQ3 2021: 232 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 heldQ3 2021: $2.38B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q2 2021.

Institutions holding AX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Squarepoint Ops LLC25,934$1.34M0.01%+8,950+52.7%Added
Louisiana State Employees Retirement System25,700$1.32M0.03%+2,500+10.8%Added
New York State Teachers Retirement System25,062$1.29M0.00%−359−1.4%Reduced
State of Tennessee, Treasury Department23,894$1.23M0.00%−1,763−6.9%Reduced
Ridgewood Investments LLC23,642$1.22M0.83%00.0%Unchanged
Voya Investment Management LLC23,109$1.19M0.00%+37+0.2%Added
D.A. Davidson & Co.21,825$1.13M0.01%+539+2.5%Added
NJ State Employees Deferred Compensation Plan21,000$1.08M0.15%00.0%Unchanged
Laurus Investment Counsel Inc.16,550$1.08M0.31%+16,550New
MetLife Investment Management20,959$1.08M0.01%00.0%Unchanged
Maryland State Retirement & Pension System21,006$1.08M0.03%+21,006New
Oregon Public Employees Retirement Fund20,788$1.07M0.01%−100−0.5%Reduced
Advantage Alpha Capital Partners LP20,529$1.06M0.19%−5,247−20.4%Reduced
LPL Financial LLC19,905$1.03M0.00%−9,888−33.2%Reduced
Man Group plc19,500$1.00M0.00%00.0%Unchanged
First Republic Investment Management, Inc.18,241$940.0K0.00%−510−2.7%Reduced
D. E. Shaw & Co., Inc.17,864$921.0K0.00%−21,805−55.0%Reduced
Stifel Financial Corp17,425$898.0K0.00%−223−1.3%Reduced
Susquehanna Fundamental Investments, LLC16,755$864.0K0.02%−2,687−13.8%Reduced
Victory Capital Management Inc16,421$846.0K0.00%+3,022+22.6%Added
Metropolitan Life Insurance Co15,183$782.5K0.01%−1,669−9.9%Reduced
Handelsbanken Fonder AB15,095$778.0K0.00%+2,500+19.8%Added
Oppenheimer Asset Management Inc.14,700$758.0K0.01%+577+4.1%Added
Van Hulzen Asset Management, LLC14,607$753.0K0.11%−88−0.6%Reduced
Arizona State Retirement System14,522$748.0K0.01%+69+0.5%Added
Teachers Retirement System of the State of Kentucky14,479$746.0K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC14,363$740.0K0.02%+939+7.0%Added
Quantinno Capital Management LP14,216$733.0K0.82%00.0%Unchanged
BerganKDV Wealth Management, LLC14,102$727.0K0.08%−169−1.2%Reduced
Pacific Ridge Capital Partners, LLC14,050$724.0K0.13%+600+4.5%Added
Gsa Capital Partners LLP13,952$719.0K0.07%+5,046+56.7%Added
Advisor Group Holdings, Inc.12,859$662.0K0.00%+1,999+18.4%Added
Crossmark Global Holdings, Inc.12,822$661.0K0.02%−60−0.5%Reduced
Janus Henderson Group PLC12,392$639.0K0.00%+6,766+120.3%Added
Nisa Investment Advisors, LLC12,300$634.0K0.00%00.0%Unchanged
Orion Capital Management LLC12,300$634.0K0.38%00.0%Unchanged
Commonwealth Equity Services, LLC12,098$623.0K0.00%+550+4.8%Added
UBS Group AG12,016$620.0K0.00%+805+7.2%Added
Jane Street Group, LLC11,862$611.0K0.00%−1,334−10.1%Reduced
Balyasny Asset Management LLC11,436$589.0K0.00%−9,674−45.8%Reduced
Alpha Cubed Investments, LLC10,800$557.0K0.04%00.0%Unchanged
Jaffetilchin Investment Partners, LLC10,525$542.0K0.06%00.0%Unchanged
Eqis Capital Management, Inc.10,249$528.0K0.04%−28−0.3%Reduced
Pinnacle Associates Ltd9,800$505.0K0.01%00.0%Unchanged
IndexIQ Advisors LLC9,564$493.0K0.02%+958+11.1%Added
Hancock Whitney Corp9,531$491.0K0.02%+25+0.3%Added
Kovitz Investment Group Partners, LLC9,021$465.0K0.01%−1,000−10.0%Reduced
ProShare Advisors LLC8,689$448.0K0.00%−7,515−46.4%Reduced
Everence Capital Management Inc8,590$443.0K0.04%00.0%Unchanged
Mission Creek Capital Partners, Inc.8,590$443.0K0.08%00.0%Unchanged
Teacher Retirement System of Texas8,562$441.0K0.00%+1,459+20.5%Added
Public Employees Retirement Association of Colorado8,494$438.0K0.00%00.0%Unchanged
AlphaCrest Capital Management LLC8,131$419.0K0.02%+8,131New
Susquehanna International Group, LLP8,003$412.0K0.00%−6,423−44.5%Reduced
Creative Planning7,934$409.0K0.00%−5,712−41.9%Reduced
Mutual of America Capital Management LLC7,119$367.0K0.00%−208−2.8%Reduced
Clearstead Advisors, LLC7,020$362.0K0.03%00.0%Unchanged
HSBC Holdings PLC6,707$349.0K0.00%−614−8.4%Reduced
Mutual Advisors, LLC6,598$340.0K0.02%00.0%Unchanged
HRT Financial LP6,376$328.0K0.00%−10,526−62.3%Reduced
Blueshift Asset Management, LLC6,239$322.0K0.02%+6,239New
Barnett & Company, Inc.6,150$317.0K0.24%−300−4.7%Reduced
Prudent Man Advisors, LLC6,146$317.0K0.12%−30−0.5%Reduced
Bank Hapoalim BM6,142$317.0K0.03%00.0%Unchanged
Guggenheim Capital LLC5,961$307.0K0.00%−3,413−36.4%Reduced
Cim Investment Mangement Inc5,891$304.0K0.10%00.0%Unchanged
Schonfeld Strategic Advisors LLC5,800$299.0K0.00%−1,600−21.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)5,369$277.0K0.00%00.0%Unchanged
Profund Advisors LLC5,274$272.0K0.01%−504−8.7%Reduced
Synovus Financial Corp5,000$258.0K0.00%00.0%Unchanged
Private Asset Management Inc5,000$258.0K0.04%00.0%Unchanged
Cetera Advisors LLC4,810$248.0K0.00%−500−9.4%Reduced
Choate Investment Advisors4,759$245.0K0.02%00.0%Unchanged
Intelligence Driven Advisers, LLC4,421$237.0K0.05%00.0%Unchanged
Ameritas Investment Partners, Inc.4,474$231.0K0.01%00.0%Unchanged
Algert Global LLC4,467$230.0K0.03%+4,467New
Alethea Capital Management, LLC4,400$227.0K0.20%00.0%Unchanged
Engineers Gate Manager LP4,225$218.0K0.01%+4,225New
Raymond James Trust N.A.4,195$216.0K0.01%+4,195New
6 Meridian4,196$216.0K0.02%+4,196New
First Eagle Investment Management, LLC3,968$205.0K0.00%+3,200+416.7%Added
Wedbush Securities Inc3,898$201.0K0.01%+3,898New
Earnest Partners LLC3,600$186.0K0.00%00.0%Unchanged
US Bancorp3,321$171.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,260$168.0K0.00%−6−0.2%Reduced
Tower Research Capital LLC (TRC)2,980$154.0K0.00%−7,332−71.1%Reduced
Captrust Financial Advisors2,016$104.0K0.00%−16−0.8%Reduced
Hanseatic Management Services Inc1,788$92.0K0.16%+341+23.6%Added
State of Wyoming1,696$87.0K0.06%+606+55.6%Added
Financial Management Professionals, Inc.1,499$77.0K0.02%+1,499New
Public Employees Retirement System of Ohio1,385$71.0K0.00%−18−1.3%Reduced
Oakworth Capital, Inc.1,305$67.0K0.01%00.0%Unchanged
Simplex Trading, LLC1,420$66.0K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC1,200$62.0K0.03%00.0%Unchanged
Fifth Third Bancorp1,190$61.0K0.00%+70+6.3%Added
Sutton Wealth Advisors Inc.910$46.9K0.02%00.0%Unchanged
Macquarie Group Ltd845$44.0K0.00%00.0%Unchanged
Toronto Dominion Bank746$38.0K0.00%−233−23.8%Reduced
Harbour Investments, Inc.718$37.0K0.00%+98+15.8%Added
IFP Advisors, Inc527$29.0K0.00%+365+225.3%Added