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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 188,935 | $10.6M | 0.01% | +188,935 | New |
| S&T Bank | 190,793 | $10.7M | 1.56% | −2,292−1.2% | Reduced |
| Bragg Financial Advisors, Inc | 216,692 | $11.2M | 0.72% | 00.0% | Unchanged |
| FIL Ltd | 200,001 | $11.2M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 214,334 | $12.0M | 0.00% | +43,483+25.5% | Added |
| Stieven Capital Advisors, L.P. | 219,992 | $12.3M | 1.48% | +14,500+7.1% | Added |
| Invesco Ltd. | 220,562 | $12.3M | 0.00% | −15,364−6.5% | Reduced |
| Ci Investments Inc. | 226,500 | $12.7M | 0.04% | −49,000−17.8% | Reduced |
| Bridgeway Capital Management, LLC | 233,510 | $13.1M | 0.24% | 00.0% | Unchanged |
| Foundry Partners, LLC | 252,534 | $14.1M | 0.50% | −27,103−9.7% | Reduced |
| Parametric Portfolio Associates LLC | 271,876 | $15.2M | 0.01% | +30,464+12.6% | Added |
| Morgan Stanley | 291,327 | $16.3M | 0.00% | +12,013+4.3% | Added |
| Nuveen Asset Management, LLC | 308,599 | $16.7M | 0.00% | +6,998+2.3% | Added |
| Lord, Abbett & Co. LLC | 346,660 | $19.4M | 0.04% | +2,100+0.6% | Added |
| State of Wisconsin Investment Board | 369,600 | $20.7M | 0.04% | −12,300−3.2% | Reduced |
| Royce & Associates LP | 385,276 | $21.5M | 0.16% | −35,560−8.4% | Reduced |
| JPMorgan Chase & Co | 387,597 | $21.7M | 0.00% | +30,272+8.5% | Added |
| Redwood Investments, LLC | 416,281 | $23.3M | 1.84% | −4,504−1.1% | Reduced |
| Principal Financial Group Inc | 417,933 | $23.4M | 0.01% | −38,270−8.4% | Reduced |
| Orchard Capital Managment, LLC | 446,571 | $25.0M | 7.32% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 461,591 | $25.8M | 0.01% | +8,033+1.8% | Added |
| Shaker Investments LLC | 471,425 | $26.4M | 11.36% | −39,926−7.8% | Reduced |
| Pembroke Management, LTD | 490,092 | $27.4M | 2.01% | −8,905−1.8% | Reduced |
| Norges Bank | 507,811 | $28.4M | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 599,999 | $33.5M | 0.07% | +599,999 | New |
| Robeco Institutional Asset Management B.V. | 600,000 | $33.5M | 0.07% | −800,000−57.1% | Reduced |
| Loomis Sayles & Co L P | 670,712 | $37.5M | 0.05% | +63,910+10.5% | Added |
| Bank of New York Mellon Corp | 704,627 | $39.4M | 0.01% | −48,883−6.5% | Reduced |
| Davis Capital Partners, LLC | 750,000 | $41.9M | 2.00% | +74,324+11.0% | Added |
| Northern Trust Corp | 813,132 | $45.5M | 0.01% | −7,003−0.9% | Reduced |
| Epoch Investment Partners, Inc. | 834,675 | $46.7M | 0.24% | −236,749−22.1% | Reduced |
| Rice Hall James & Associates, LLC | 884,705 | $49.5M | 1.76% | −44,549−4.8% | Reduced |
| Geode Capital Management, LLC | 939,655 | $52.5M | 0.01% | +14,589+1.6% | Added |
| Geneva Capital Management LLC | 940,416 | $52.6M | 0.85% | −20,305−2.1% | Reduced |
| Fred Alger Management, LLC | 1,087,453 | $60.8M | 0.15% | +1,068+0.1% | Added |
| FMR LLC | 1,529,415 | $85.5M | 0.01% | +21,932+1.5% | Added |
| Wasatch Advisors Inc | 1,805,039 | $100.9M | 0.41% | −115,198−6.0% | Reduced |
| Ameriprise Financial Inc | 1,965,283 | $109.9M | 0.03% | +105,117+5.7% | Added |
| State Street Corp | 1,999,516 | $111.8M | 0.01% | −13,284−0.7% | Reduced |
| Dimensional Fund Advisors LP | 2,071,992 | $115.8M | 0.04% | −49,163−2.3% | Reduced |
| Vanguard Group Inc | 5,711,997 | $319.4M | 0.01% | +237,076+4.3% | Added |
| BlackRock Inc. | 8,747,300 | $489.1M | 0.01% | +86,947+1.0% | Added |
| Clearview Wealth Advisors LLC | 5 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,512 | – | – | +1,292+587.3% | Added |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −177,838−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −155,820−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −91,800−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −43,082−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −16,755−100.0% | Sold out |
| Pacific Ridge Capital Partners, LLC | 0 | $0 | 0.00% | −14,050−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −9,021−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,376−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,239−100.0% | Sold out |
| Intelligence Driven Advisers, LLC | 0 | $0 | 0.00% | −4,421−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,467−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |