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, 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
- $2.54B
- +$165.2M (+7.0%) 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 | $4.71B |
| 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, 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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Lenox Wealth Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Schubert & Co | 12 | $1.00K | 0.00% | +12 | New |
| Covestor Ltd | 17 | $1.00K | 0.00% | +17 | New |
| Patriot Financial Group Insurance Agency, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 28 | $2.00K | 0.00% | +28 | New |
| CoreCap Advisors, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Tobam | 52 | $3.00K | 0.00% | +52 | New |
| Sageworth Trust Co | 67 | $4.00K | 0.00% | −223−76.9% | Reduced |
| Lindbrook Capital, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 72 | $4.00K | 0.00% | +72 | New |
| Tarbox Family Office, Inc. | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $6.00K | 0.00% | +100 | New |
| Umb Bank N A | 106 | $6.00K | 0.00% | +106 | New |
| Steward Partners Investment Advisory, LLC | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 181 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 190 | $11.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 190 | $11.0K | 0.00% | +190 | New |
| Signaturefd, LLC | 220 | $12.0K | 0.00% | −5−2.2% | Reduced |
| Sageworth Trust Co of South Dakota | 217 | $12.0K | 0.02% | +217 | New |
| TCI Wealth Advisors, Inc. | 225 | $13.0K | 0.00% | +18+8.7% | Added |
| First Horizon Advisors, Inc. | 286 | $16.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 284 | $16.0K | 0.00% | +284 | New |
| Federation des caisses Desjardins du Quebec | 320 | $17.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 351 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 360 | $20.0K | 0.00% | +200+125.0% | Added |
| New Century Advisors, LLC | 380 | $21.0K | 0.02% | +380 | New |
| PrairieView Partners, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 411 | $22.0K | 0.01% | +411 | New |
| IFP Advisors, Inc | 513 | $31.0K | 0.00% | −14−2.7% | Reduced |
| Macquarie Group Ltd | 845 | $47.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 922 | $51.5K | 0.02% | +12+1.3% | Added |
| STRS Ohio | 1,100 | $61.0K | 0.00% | +1,100 | New |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $67.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,227 | $69.0K | 0.00% | +37+3.1% | Added |
| Eaton Vance Management | 1,259 | $70.0K | 0.00% | +59+4.9% | Added |
| Oakworth Capital, Inc. | 1,305 | $73.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,364 | $76.0K | 0.00% | −21−1.5% | Reduced |
| Financial Management Professionals, Inc. | 1,499 | $84.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,686 | $94.0K | 0.04% | −10−0.6% | Reduced |
| SG Americas Securities, LLC | 1,858 | $104.0K | 0.00% | −82,939−97.8% | Reduced |
| Hanseatic Management Services Inc | 1,952 | $109.0K | 0.18% | +164+9.2% | Added |
| Captrust Financial Advisors | 2,081 | $116.0K | 0.00% | +65+3.2% | Added |
| USA Financial Portformulas Corp | 2,137 | $119.0K | 0.10% | +2,137 | New |
| Point72 Hong Kong Ltd | 3,182 | $178.0K | 0.01% | +3,182 | New |
| US Bancorp | 3,321 | $186.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,437 | $192.0K | 0.00% | +177+5.4% | Added |
| Earnest Partners LLC | 3,600 | $201.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,632 | $203.0K | 0.00% | +3,632 | New |
| Guggenheim Capital LLC | 3,836 | $214.0K | 0.00% | −2,125−35.6% | Reduced |
| Raymond James Trust N.A. | 3,874 | $216.0K | 0.01% | −321−7.7% | Reduced |
| Paloma Partners Management Co | 4,078 | $228.0K | 0.01% | +4,078 | New |
| 6 Meridian | 4,214 | $236.0K | 0.02% | +18+0.4% | Added |
| Ameritas Investment Partners, Inc. | 4,474 | $250.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,759 | $266.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,810 | $269.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,992 | $279.0K | 0.01% | −7,830−61.1% | Reduced |
| Synovus Financial Corp | 5,000 | $280.0K | 0.00% | 00.0% | Unchanged |
| Private Asset Management Inc | 5,000 | $280.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,050 | $282.0K | 0.01% | −224−4.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,032 | $282.0K | 0.00% | +2,052+68.9% | Added |
| Qube Research & Technologies Ltd | 5,249 | $293.0K | 0.00% | +5,249 | New |
| Prudent Man Advisors, LLC | 5,288 | $296.0K | 0.11% | −858−14.0% | Reduced |
| Brinker Capital Investments, LLC | 5,363 | $300.0K | 0.00% | +5,363 | New |
| Cim Investment Mangement Inc | 5,891 | $329.0K | 0.10% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,943 | $332.0K | 0.01% | +1,718+40.7% | Added |
| Schonfeld Strategic Advisors LLC | 6,000 | $336.0K | 0.00% | +200+3.4% | Added |
| Bank Hapoalim BM | 6,142 | $343.0K | 0.03% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 6,150 | $344.0K | 0.24% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,457 | $361.0K | 0.05% | −7,495−53.7% | Reduced |
| Creative Planning | 6,559 | $367.0K | 0.00% | −1,375−17.3% | Reduced |
| Mutual Advisors, LLC | 6,591 | $369.0K | 0.02% | −7−0.1% | Reduced |
| Quantinno Capital Management LP | 6,896 | $386.0K | 0.07% | −7,320−51.5% | Reduced |
| Clearstead Advisors, LLC | 7,020 | $392.0K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,316 | $409.0K | 0.00% | +197+2.8% | Added |
| Balyasny Asset Management LLC | 7,645 | $427.0K | 0.00% | −3,791−33.1% | Reduced |
| Marshall Wace, LLP | 7,865 | $439.0K | 0.00% | +7,865 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,125 | $454.0K | 0.00% | +2,756+51.3% | Added |
| Public Employees Retirement Association of Colorado | 8,494 | $475.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,552 | $478.0K | 0.02% | −979−10.3% | Reduced |
| Everence Capital Management Inc | 8,590 | $480.0K | 0.04% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 8,590 | $480.0K | 0.10% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 8,607 | $481.0K | 0.00% | −9,257−51.8% | Reduced |
| IndexIQ Advisors LLC | 8,983 | $502.0K | 0.02% | −581−6.1% | Reduced |
| Ellsworth Advisors, LLC | 8,999 | $503.0K | 0.19% | +8,999 | New |
| PFG Advisors | 9,100 | $509.0K | 0.05% | +9,100 | New |
| HSBC Holdings PLC | 9,582 | $533.0K | 0.00% | +2,875+42.9% | Added |
| Eqis Capital Management, Inc. | 9,768 | $546.0K | 0.04% | −481−4.7% | Reduced |
| Alpha Cubed Investments, LLC | 9,800 | $548.0K | 0.04% | −1,000−9.3% | Reduced |
| Pinnacle Associates Ltd | 9,800 | $548.0K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,363 | $579.0K | 0.00% | +1,801+21.0% | Added |
| Jaffetilchin Investment Partners, LLC | 10,565 | $591.0K | 0.06% | +40+0.4% | Added |
| Natixis Advisors, L.P. | 10,773 | $602.0K | 0.00% | +10,773 | New |
| Nisa Investment Advisors, LLC | 12,300 | $633.0K | 0.00% | 00.0% | Unchanged |