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 $4.73B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Axos Financial, Inc. as of Dec 31, 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
- 244
- +13 vs. Q3 2021
- Shares held
- 45.5M
- −733.4K (−1.6%) vs. Q3 2021
- Total value
- $2.55B
- +$177.1M (+7.5%) vs. Q3 2021
- New holders
- 38
- 74 more added
- Sold out
- 25
- 81 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $4.73B |
| Q1 2026 | 387 | $4.07B |
| Q4 2025 | 379 | $3.97B |
| Q3 2025 | 382 | $3.86B |
| Q2 2025 | 365 | $3.43B |
| Q1 2025 | 352 | $2.97B |
| Q4 2024 | 356 | $3.31B |
| Q3 2024 | 335 | $3.02B |
| Q2 2024 | 318 | $2.81B |
| Q1 2024 | 310 | $2.74B |
| Q4 2023 | 303 | $2.84B |
| Q3 2023 | 261 | $1.83B |
| Q2 2023 | 260 | $1.90B |
| Q1 2023 | 256 | $1.79B |
| Q4 2022 | 244 | $1.80B |
| Q3 2022 | 252 | $1.62B |
| Q2 2022 | 239 | $1.69B |
| Q1 2022 | 248 | $2.14B |
| Q4 2021 | 244 | $2.56B |
| Q3 2021 | 232 | $2.38B |
| Q2 2021 | 233 | $2.11B |
| Q1 2021 | 233 | $2.11B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,747,300 | $489.1M | 0.01% | +86,947+1.0% | Added |
| Vanguard Group Inc | 5,711,997 | $319.4M | 0.01% | +237,076+4.3% | Added |
| Dimensional Fund Advisors LP | 2,071,992 | $115.8M | 0.04% | −49,163−2.3% | Reduced |
| State Street Corp | 1,999,516 | $111.8M | 0.01% | −13,284−0.7% | Reduced |
| Ameriprise Financial Inc | 1,965,283 | $109.9M | 0.03% | +105,117+5.7% | Added |
| Wasatch Advisors Inc | 1,805,039 | $100.9M | 0.41% | −115,198−6.0% | Reduced |
| FMR LLC | 1,529,415 | $85.5M | 0.01% | +21,932+1.5% | Added |
| Fred Alger Management, LLC | 1,087,453 | $60.8M | 0.15% | +1,068+0.1% | Added |
| Geneva Capital Management LLC | 940,416 | $52.6M | 0.85% | −20,305−2.1% | Reduced |
| Geode Capital Management, LLC | 939,655 | $52.5M | 0.01% | +14,589+1.6% | Added |
| Rice Hall James & Associates, LLC | 884,705 | $49.5M | 1.76% | −44,549−4.8% | Reduced |
| Epoch Investment Partners, Inc. | 834,675 | $46.7M | 0.24% | −236,749−22.1% | Reduced |
| Northern Trust Corp | 813,132 | $45.5M | 0.01% | −7,003−0.9% | Reduced |
| Davis Capital Partners, LLC | 750,000 | $41.9M | 1.98% | +74,324+11.0% | Added |
| Bank of New York Mellon Corp | 704,627 | $39.4M | 0.01% | −48,883−6.5% | Reduced |
| Loomis Sayles & Co L P | 670,712 | $37.5M | 0.05% | +63,910+10.5% | Added |
| Robeco Institutional Asset Management B.V. | 600,000 | $33.5M | 0.07% | −800,000−57.1% | Reduced |
| Standard Life Aberdeen plc | 599,999 | $33.5M | 0.07% | +599,999 | New |
| Norges Bank | 507,811 | $28.4M | 0.01% | 00.0% | Unchanged |
| Pembroke Management, LTD | 490,092 | $27.4M | 2.01% | −8,905−1.8% | Reduced |
| Shaker Investments LLC | 471,425 | $26.4M | 11.36% | −39,926−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 461,591 | $25.8M | 0.01% | +8,033+1.8% | Added |
| Orchard Capital Managment, LLC | 446,571 | $25.0M | 7.32% | 00.0% | Unchanged |
| Principal Financial Group Inc | 417,933 | $23.4M | 0.01% | −38,270−8.4% | Reduced |
| Redwood Investments, LLC | 416,281 | $23.3M | 1.84% | −4,504−1.1% | Reduced |
| JPMorgan Chase & Co | 387,597 | $21.7M | 0.00% | +30,272+8.5% | Added |
| Royce & Associates LP | 385,276 | $21.5M | 0.16% | −35,560−8.4% | Reduced |
| State of Wisconsin Investment Board | 369,600 | $20.7M | 0.04% | −12,300−3.2% | Reduced |
| Lord, Abbett & Co. LLC | 346,660 | $19.4M | 0.04% | +2,100+0.6% | Added |
| Nuveen Asset Management, LLC | 308,599 | $16.7M | 0.00% | +6,998+2.3% | Added |
| Morgan Stanley | 291,327 | $16.3M | 0.00% | +12,013+4.3% | Added |
| Parametric Portfolio Associates LLC | 271,876 | $15.2M | 0.01% | +30,464+12.6% | Added |
| Foundry Partners, LLC | 252,534 | $14.1M | 0.50% | −27,103−9.7% | Reduced |
| Bridgeway Capital Management, LLC | 233,510 | $13.1M | 0.24% | 00.0% | Unchanged |
| Ci Investments Inc. | 226,500 | $12.7M | 0.04% | −49,000−17.8% | Reduced |
| Invesco Ltd. | 220,562 | $12.3M | 0.00% | −15,364−6.5% | Reduced |
| Stieven Capital Advisors, L.P. | 219,992 | $12.3M | 1.48% | +14,500+7.1% | Added |
| Sofos Investments, Inc. | 1,512 | $12.0M | 0.27% | +1,292+587.3% | Added |
| Bank of America Corp | 214,334 | $12.0M | 0.00% | +43,483+25.5% | Added |
| FIL Ltd | 200,001 | $11.2M | 0.01% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 216,692 | $11.2M | 0.72% | 00.0% | Unchanged |
| S&T Bank | 190,793 | $10.7M | 1.56% | −2,292−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 188,935 | $10.6M | 0.01% | +188,935 | New |
| Scout Investments, Inc. | 176,587 | $9.87M | 0.14% | −3,974−2.2% | Reduced |
| American Century Companies Inc | 162,812 | $9.10M | 0.01% | +14,780+10.0% | Added |
| Legal & General Group Plc | 154,700 | $8.65M | 0.00% | +5,330+3.6% | Added |
| Rhumbline Advisers | 149,567 | $8.36M | 0.01% | −1,998−1.3% | Reduced |
| Wellington Management Group LLP | 131,473 | $7.35M | 0.00% | −84,313−39.1% | Reduced |
| Raymond James & Associates | 122,445 | $6.85M | 0.01% | +869+0.7% | Added |
| Royal Bank of Canada | 122,029 | $6.82M | 0.00% | +1,344+1.1% | Added |
| Swiss National Bank | 117,600 | $6.58M | 0.00% | −200−0.2% | Reduced |
| Goldman Sachs Group Inc | 115,333 | $6.45M | 0.00% | +55,648+93.2% | Added |
| Connors Investor Services Inc | 110,083 | $6.16M | 0.60% | −24,391−18.1% | Reduced |
| Public Sector Pension Investment Board | 109,056 | $6.10M | 0.03% | +1,180+1.1% | Added |
| Alliancebernstein L.P. | 92,058 | $5.15M | 0.00% | −394−0.4% | Reduced |
| Prudential Financial Inc | 88,151 | $4.93M | 0.01% | +2,381+2.8% | Added |
| First Trust Advisors LP | 85,247 | $4.77M | 0.00% | +26,144+44.2% | Added |
| Gator Capital Management, LLC | 78,880 | $4.41M | 3.19% | +78,880 | New |
| Denali Advisors LLC | 76,800 | $4.29M | 1.61% | +9,800+14.6% | Added |
| California State Teachers Retirement System | 76,331 | $4.27M | 0.00% | +1,814+2.4% | Added |
| Nomura Asset Management Co Ltd | 75,328 | $4.21M | 0.02% | +75,328 | New |
| Barclays PLC | 74,871 | $4.18M | 0.00% | +30,264+67.8% | Added |
| Kennedy Capital Management, Inc. | 72,413 | $4.05M | 0.09% | −2,540−3.4% | Reduced |
| New York State Common Retirement Fund | 71,072 | $3.97M | 0.00% | +2,799+4.1% | Added |
| Envestnet Asset Management Inc | 70,112 | $3.92M | 0.00% | −390−0.6% | Reduced |
| Avalon Investment & Advisory | 68,955 | $3.85M | 0.10% | −9,873−12.5% | Reduced |
| Russell Investments Group, Ltd. | 67,253 | $3.76M | 0.01% | +27,151+67.7% | Added |
| UBS Asset Management Americas Inc | 62,616 | $3.50M | 0.00% | +956+1.6% | Added |
| Emerald Mutual Fund Advisers Trust | 62,003 | $3.47M | 0.12% | 00.0% | Unchanged |
| Wells Fargo & Company | 56,136 | $3.14M | 0.00% | −153,406−73.2% | Reduced |
| Laurus Investment Counsel Inc. | 43,590 | $3.12M | 0.81% | +27,040+163.4% | Added |
| Essex Investment Management Co LLC | 52,117 | $2.91M | 0.33% | 00.0% | Unchanged |
| Gratus Capital LLC | 51,614 | $2.89M | 0.27% | +575+1.1% | Added |
| Yousif Capital Management, LLC | 51,058 | $2.85M | 0.03% | +51,058 | New |
| Citigroup Inc | 48,689 | $2.72M | 0.00% | +12,742+35.4% | Added |
| Credit Suisse AG | 48,142 | $2.69M | 0.00% | +2,893+6.4% | Added |
| State of New Jersey Common Pension Fund D | 47,180 | $2.64M | 0.01% | +47,180 | New |
| Great West Life Assurance Co | 46,327 | $2.59M | 0.01% | +370+0.8% | Added |
| National Asset Management, Inc. | 46,228 | $2.58M | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 46,334 | $2.53M | 0.02% | −2,034−4.2% | Reduced |
| EAM Global Investors LLC | 45,253 | $2.53M | 0.45% | +45,253 | New |
| Deutsche Bank AG | 45,086 | $2.52M | 0.00% | +1,545+3.5% | Added |
| Cubist Systematic Strategies, LLC | 43,993 | $2.46M | 0.02% | +43,993 | New |
| Thrivent Financial for Lutherans | 43,576 | $2.44M | 0.00% | +423+1.0% | Added |
| Baird Financial Group, Inc. | 43,094 | $2.41M | 0.01% | −85,941−66.6% | Reduced |
| Calamos Advisors LLC | 42,669 | $2.38M | 0.01% | +42,669 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,470 | $2.26M | 0.02% | −80.0% | Reduced |
| Formula Growth Ltd | 39,624 | $2.21M | 0.39% | 00.0% | Unchanged |
| Texas Permanent School Fund | 38,595 | $2.16M | 0.03% | −897−2.3% | Reduced |
| State of Alaska, Department of Revenue | 37,926 | $2.12M | 0.02% | −1,010−2.6% | Reduced |
| SEI Investments Co | 36,820 | $2.08M | 0.00% | −5,085−12.1% | Reduced |
| BNP Paribas Arbitrage, SA | 36,967 | $2.07M | 0.00% | −20,284−35.4% | Reduced |
| PDT Partners, LLC | 35,900 | $2.01M | 0.15% | −4,600−11.4% | Reduced |
| American International Group, Inc. | 34,428 | $1.93M | 0.01% | −1,089−3.1% | Reduced |
| Price T Rowe Associates Inc | 34,079 | $1.91M | 0.00% | −3,732−9.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,334 | $1.86M | 0.00% | +139+0.4% | Added |
| EAM Investors, LLC | 32,515 | $1.82M | 0.30% | +32,515 | New |
| Virtue Capital Management, LLC | 30,013 | $1.68M | 0.25% | +248+0.8% | Added |
| AlphaCrest Capital Management LLC | 29,991 | $1.68M | 0.06% | +21,860+268.8% | Added |
| Truist Financial Corp | 29,064 | $1.63M | 0.00% | −1,971−6.4% | Reduced |