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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 11,855 | $662.0K | 0.00% | −243−2.0% | Reduced |
| Orion Capital Management LLC | 12,300 | $688.0K | 0.39% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,432 | $695.0K | 0.00% | +4,429+55.3% | Added |
| Van Hulzen Asset Management, LLC | 13,090 | $732.0K | 0.08% | −1,517−10.4% | Reduced |
| Handelsbanken Fonder AB | 13,295 | $743.0K | 0.00% | −1,800−11.9% | Reduced |
| Victory Capital Management Inc | 14,013 | $783.0K | 0.00% | −2,408−14.7% | Reduced |
| ProShare Advisors LLC | 14,147 | $791.0K | 0.00% | +5,458+62.8% | Added |
| Bank of Montreal | 14,361 | $795.0K | 0.00% | −335,613−95.9% | Reduced |
| Arizona State Retirement System | 14,378 | $804.0K | 0.01% | −144−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,479 | $810.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,597 | $816.0K | 0.02% | +234+1.6% | Added |
| Oppenheimer Asset Management Inc. | 14,827 | $829.0K | 0.01% | +127+0.9% | Added |
| Metropolitan Life Insurance Co | 14,912 | $833.7K | 0.01% | −271−1.8% | Reduced |
| BerganKDV Wealth Management, LLC | 15,002 | $839.0K | 0.09% | +900+6.4% | Added |
| Jane Street Group, LLC | 16,945 | $948.0K | 0.00% | +5,083+42.9% | Added |
| Stifel Financial Corp | 17,228 | $963.0K | 0.00% | −197−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 17,415 | $974.0K | 0.00% | +4,556+35.4% | Added |
| First Republic Investment Management, Inc. | 18,921 | $1.06M | 0.00% | +680+3.7% | Added |
| First Eagle Investment Management, LLC | 18,968 | $1.06M | 0.00% | +15,000+378.0% | Added |
| Ensign Peak Advisors, Inc | 19,071 | $1.07M | 0.00% | −29,600−60.8% | Reduced |
| Janus Henderson Group PLC | 19,083 | $1.07M | 0.00% | +6,691+54.0% | Added |
| Man Group plc | 19,500 | $1.09M | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 19,507 | $1.09M | 0.01% | −1,452−6.9% | Reduced |
| Second Curve Capital LLC | 20,000 | $1.12M | 1.20% | +20,000 | New |
| Jacobs Levy Equity Management, Inc | 20,447 | $1.14M | 0.01% | −85,817−80.8% | Reduced |
| LPL Financial LLC | 20,570 | $1.15M | 0.00% | +665+3.3% | Added |
| Oregon Public Employees Retirement Fund | 20,729 | $1.16M | 0.01% | −59−0.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.17M | 0.15% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,347 | $1.19M | 0.03% | +341+1.6% | Added |
| UBS Group AG | 21,407 | $1.20M | 0.00% | +9,391+78.2% | Added |
| Voya Investment Management LLC | 22,637 | $1.27M | 0.00% | −472−2.0% | Reduced |
| Ridgewood Investments LLC | 23,542 | $1.32M | 0.83% | −100−0.4% | Reduced |
| State of Tennessee, Treasury Department | 23,894 | $1.34M | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 24,432 | $1.37M | 0.01% | +2,607+11.9% | Added |
| Squarepoint Ops LLC | 24,557 | $1.37M | 0.01% | −1,377−5.3% | Reduced |
| New York State Teachers Retirement System | 24,862 | $1.39M | 0.00% | −200−0.8% | Reduced |
| Advantage Alpha Capital Partners LP | 25,209 | $1.41M | 0.20% | +4,680+22.8% | Added |
| Louisiana State Employees Retirement System | 25,900 | $1.45M | 0.03% | +200+0.8% | Added |
| Amalgamated Bank | 25,939 | $1.45M | 0.01% | −381−1.4% | Reduced |
| Millennium Management LLC | 27,326 | $1.53M | 0.00% | −15,243−35.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,767 | $1.54M | 0.02% | +27,767 | New |
| State Board of Administration of Florida Retirement System | 27,712 | $1.55M | 0.00% | −2,859−9.4% | Reduced |
| Manufacturers Life Insurance Company, The | 28,474 | $1.59M | 0.00% | −119−0.4% | Reduced |
| Truist Financial Corp | 29,064 | $1.63M | 0.00% | −1,971−6.4% | Reduced |
| AlphaCrest Capital Management LLC | 29,991 | $1.68M | 0.06% | +21,860+268.8% | Added |
| Virtue Capital Management, LLC | 30,013 | $1.68M | 0.25% | +248+0.8% | Added |
| EAM Investors, LLC | 32,515 | $1.82M | 0.30% | +32,515 | New |
| Raymond James Financial Services Advisors, Inc. | 33,334 | $1.86M | 0.00% | +139+0.4% | Added |
| Price T Rowe Associates Inc | 34,079 | $1.91M | 0.00% | −3,732−9.9% | Reduced |
| American International Group, Inc. | 34,428 | $1.93M | 0.01% | −1,089−3.1% | Reduced |
| PDT Partners, LLC | 35,900 | $2.01M | 0.15% | −4,600−11.4% | Reduced |
| BNP Paribas Arbitrage, SA | 36,967 | $2.07M | 0.00% | −20,284−35.4% | Reduced |
| SEI Investments Co | 36,820 | $2.08M | 0.00% | −5,085−12.1% | Reduced |
| State of Alaska, Department of Revenue | 37,926 | $2.12M | 0.02% | −1,010−2.6% | Reduced |
| Texas Permanent School Fund | 38,595 | $2.16M | 0.03% | −897−2.3% | Reduced |
| Formula Growth Ltd | 39,624 | $2.21M | 0.39% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,470 | $2.26M | 0.02% | −80.0% | Reduced |
| Calamos Advisors LLC | 42,669 | $2.38M | 0.01% | +42,669 | New |
| Baird Financial Group, Inc. | 43,094 | $2.41M | 0.01% | −85,941−66.6% | Reduced |
| Thrivent Financial for Lutherans | 43,576 | $2.44M | 0.00% | +423+1.0% | Added |
| Cubist Systematic Strategies, LLC | 43,993 | $2.46M | 0.02% | +43,993 | New |
| Deutsche Bank AG | 45,086 | $2.52M | 0.00% | +1,545+3.5% | Added |
| 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 |
| National Asset Management, Inc. | 46,228 | $2.58M | 0.07% | 00.0% | Unchanged |
| Great West Life Assurance Co | 46,327 | $2.59M | 0.01% | +370+0.8% | Added |
| State of New Jersey Common Pension Fund D | 47,180 | $2.64M | 0.01% | +47,180 | New |
| Credit Suisse AG | 48,142 | $2.69M | 0.00% | +2,893+6.4% | Added |
| Citigroup Inc | 48,689 | $2.72M | 0.00% | +12,742+35.4% | Added |
| Yousif Capital Management, LLC | 51,058 | $2.85M | 0.03% | +51,058 | New |
| Gratus Capital LLC | 51,614 | $2.89M | 0.27% | +575+1.1% | Added |
| Essex Investment Management Co LLC | 52,117 | $2.91M | 0.33% | 00.0% | Unchanged |
| Laurus Investment Counsel Inc. | 43,590 | $3.12M | 0.81% | +27,040+163.4% | Added |
| Wells Fargo & Company | 56,136 | $3.14M | 0.00% | −153,406−73.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 62,003 | $3.47M | 0.12% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 62,616 | $3.50M | 0.00% | +956+1.6% | Added |
| Russell Investments Group, Ltd. | 67,253 | $3.76M | 0.01% | +27,151+67.7% | Added |
| Avalon Investment & Advisory | 68,955 | $3.85M | 0.10% | −9,873−12.5% | Reduced |
| Envestnet Asset Management Inc | 70,112 | $3.92M | 0.00% | −390−0.6% | Reduced |
| New York State Common Retirement Fund | 71,072 | $3.97M | 0.00% | +2,799+4.1% | Added |
| Kennedy Capital Management, Inc. | 72,413 | $4.05M | 0.09% | −2,540−3.4% | Reduced |
| Barclays PLC | 74,871 | $4.18M | 0.00% | +30,264+67.8% | Added |
| Nomura Asset Management Co Ltd | 75,328 | $4.21M | 0.02% | +75,328 | New |
| California State Teachers Retirement System | 76,331 | $4.27M | 0.00% | +1,814+2.4% | Added |
| Denali Advisors LLC | 76,800 | $4.29M | 1.61% | +9,800+14.6% | Added |
| Gator Capital Management, LLC | 78,880 | $4.41M | 3.19% | +78,880 | New |
| First Trust Advisors LP | 85,247 | $4.77M | 0.00% | +26,144+44.2% | Added |
| Prudential Financial Inc | 88,151 | $4.93M | 0.01% | +2,381+2.8% | Added |
| Alliancebernstein L.P. | 92,058 | $5.15M | 0.00% | −394−0.4% | Reduced |
| Public Sector Pension Investment Board | 109,056 | $6.10M | 0.03% | +1,180+1.1% | Added |
| Connors Investor Services Inc | 110,083 | $6.16M | 0.60% | −24,391−18.1% | Reduced |
| Goldman Sachs Group Inc | 115,333 | $6.45M | 0.00% | +55,648+93.2% | Added |
| Swiss National Bank | 117,600 | $6.58M | 0.00% | −200−0.2% | Reduced |
| Royal Bank of Canada | 122,029 | $6.82M | 0.00% | +1,344+1.1% | Added |
| Raymond James & Associates | 122,445 | $6.85M | 0.01% | +869+0.7% | Added |
| Wellington Management Group LLP | 131,473 | $7.35M | 0.00% | −84,313−39.1% | Reduced |
| Rhumbline Advisers | 149,567 | $8.36M | 0.01% | −1,998−1.3% | Reduced |
| Legal & General Group Plc | 154,700 | $8.65M | 0.00% | +5,330+3.6% | Added |
| American Century Companies Inc | 162,812 | $9.10M | 0.01% | +14,780+10.0% | Added |
| Scout Investments, Inc. | 176,587 | $9.87M | 0.14% | −3,974−2.2% | Reduced |