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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; 387 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.

Q4 2021 vs. Q3 2021

How the institutions holding Axos Financial, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of AX: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2321244+13
Shares46.3M43.4K45.5M−733.4K (−1.6%)
Value$2.38B$2.23M$2.54B+$165.2M (+7.0%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Axos Financial, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to AX in Q4 2021
InstitutionSharesValue% of portfolio
Standard Life Aberdeen plc599,999$33.5M0.07%
Allspring Global Investments Holdings, LLC188,935$10.6M0.01%
Gator Capital Management, LLC78,880$4.41M3.19%
Nomura Asset Management Co Ltd75,328$4.21M0.02%
Yousif Capital Management, LLC51,058$2.85M0.03%
State of New Jersey Common Pension Fund D47,180$2.64M0.01%
EAM Global Investors LLC45,253$2.53M0.45%
Cubist Systematic Strategies, LLC43,993$2.46M0.02%
Calamos Advisors LLC42,669$2.38M0.01%
EAM Investors, LLC32,515$1.82M0.30%
B. Metzler seel. Sohn & Co. AG27,767$1.54M0.02%
Second Curve Capital LLC20,000$1.12M1.20%
Natixis Advisors, L.P.10,773$602.0K0.00%
PFG Advisors9,100$509.0K0.05%
Ellsworth Advisors, LLC8,999$503.0K0.19%
Marshall Wace, LLP7,865$439.0K0.00%
Brinker Capital Investments, LLC5,363$300.0K0.00%
Qube Research & Technologies Ltd5,249$293.0K0.00%
Paloma Partners Management Co4,078$228.0K0.01%
CWM, LLC3,632$203.0K0.00%
Point72 Hong Kong Ltd3,182$178.0K0.01%
USA Financial Portformulas Corp2,137$119.0K0.10%
STRS Ohio1,100$61.0K0.00%
Confluence Wealth Services, Inc.411$22.0K0.01%
New Century Advisors, LLC380$21.0K0.02%
Chilton Capital Management LLC284$16.0K0.00%
Sageworth Trust Co of South Dakota217$12.0K0.02%
National Bank of Canada190$11.0K0.00%
Group One Trading, L.P.100$6.00K0.00%
Umb Bank N A106$6.00K0.00%
Massmutual Trust Co FSB72$4.00K0.00%
Tobam52$3.00K0.00%
Motley Fool Asset Management LLC28$2.00K0.00%
CoreCap Advisors, LLC31$2.00K0.00%
JFS Wealth Advisors, LLC21$1.00K0.00%
Lenox Wealth Advisors, LLC20$1.00K0.00%
Schubert & Co12$1.00K0.00%
Covestor Ltd17$1.00K0.00%

Sold out (25)

Institutions that held Axos Financial, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (1)

Institutions that held Axos Financial, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG43,364$2.23M