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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 27,712 | $1.55M | 0.00% | −2,859−9.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,767 | $1.54M | 0.02% | +27,767 | New |
| Millennium Management LLC | 27,326 | $1.53M | 0.00% | −15,243−35.8% | Reduced |
| Amalgamated Bank | 25,939 | $1.45M | 0.01% | −381−1.4% | Reduced |
| Louisiana State Employees Retirement System | 25,900 | $1.45M | 0.03% | +200+0.8% | Added |
| Advantage Alpha Capital Partners LP | 25,209 | $1.41M | 0.20% | +4,680+22.8% | Added |
| New York State Teachers Retirement System | 24,862 | $1.39M | 0.00% | −200−0.8% | Reduced |
| Squarepoint Ops LLC | 24,557 | $1.37M | 0.01% | −1,377−5.3% | Reduced |
| D.A. Davidson & Co. | 24,432 | $1.37M | 0.01% | +2,607+11.9% | Added |
| State of Tennessee, Treasury Department | 23,894 | $1.34M | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 23,542 | $1.32M | 0.83% | −100−0.4% | Reduced |
| Voya Investment Management LLC | 22,637 | $1.27M | 0.00% | −472−2.0% | Reduced |
| UBS Group AG | 21,407 | $1.20M | 0.00% | +9,391+78.2% | Added |
| Maryland State Retirement & Pension System | 21,347 | $1.19M | 0.03% | +341+1.6% | Added |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.17M | 0.15% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 20,729 | $1.16M | 0.01% | −59−0.3% | Reduced |
| LPL Financial LLC | 20,570 | $1.15M | 0.00% | +665+3.3% | Added |
| Jacobs Levy Equity Management, Inc | 20,447 | $1.14M | 0.01% | −85,817−80.8% | Reduced |
| Second Curve Capital LLC | 20,000 | $1.12M | 1.20% | +20,000 | New |
| MetLife Investment Management | 19,507 | $1.09M | 0.01% | −1,452−6.9% | Reduced |
| Man Group plc | 19,500 | $1.09M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 19,083 | $1.07M | 0.00% | +6,691+54.0% | Added |
| Ensign Peak Advisors, Inc | 19,071 | $1.07M | 0.00% | −29,600−60.8% | Reduced |
| First Eagle Investment Management, LLC | 18,968 | $1.06M | 0.00% | +15,000+378.0% | Added |
| First Republic Investment Management, Inc. | 18,921 | $1.06M | 0.00% | +680+3.7% | Added |
| Advisor Group Holdings, Inc. | 17,415 | $974.0K | 0.00% | +4,556+35.4% | Added |
| Stifel Financial Corp | 17,228 | $963.0K | 0.00% | −197−1.1% | Reduced |
| Jane Street Group, LLC | 16,945 | $948.0K | 0.00% | +5,083+42.9% | Added |
| BerganKDV Wealth Management, LLC | 15,002 | $839.0K | 0.09% | +900+6.4% | Added |
| Metropolitan Life Insurance Co | 14,912 | $833.7K | 0.01% | −271−1.8% | Reduced |
| Oppenheimer Asset Management Inc. | 14,827 | $829.0K | 0.01% | +127+0.9% | Added |
| Exchange Traded Concepts, LLC | 14,597 | $816.0K | 0.02% | +234+1.6% | Added |
| Teachers Retirement System of the State of Kentucky | 14,479 | $810.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,378 | $804.0K | 0.01% | −144−1.0% | Reduced |
| Bank of Montreal | 14,361 | $795.0K | 0.00% | −335,613−95.9% | Reduced |
| ProShare Advisors LLC | 14,147 | $791.0K | 0.00% | +5,458+62.8% | Added |
| Victory Capital Management Inc | 14,013 | $783.0K | 0.00% | −2,408−14.7% | Reduced |
| Handelsbanken Fonder AB | 13,295 | $743.0K | 0.00% | −1,800−11.9% | Reduced |
| Van Hulzen Asset Management, LLC | 13,090 | $732.0K | 0.08% | −1,517−10.4% | Reduced |
| Susquehanna International Group, LLP | 12,432 | $695.0K | 0.00% | +4,429+55.3% | Added |
| Orion Capital Management LLC | 12,300 | $688.0K | 0.39% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,855 | $662.0K | 0.00% | −243−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 12,300 | $633.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 10,773 | $602.0K | 0.00% | +10,773 | New |
| Jaffetilchin Investment Partners, LLC | 10,565 | $591.0K | 0.06% | +40+0.4% | Added |
| Teacher Retirement System of Texas | 10,363 | $579.0K | 0.00% | +1,801+21.0% | Added |
| 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 |
| Eqis Capital Management, Inc. | 9,768 | $546.0K | 0.04% | −481−4.7% | Reduced |
| HSBC Holdings PLC | 9,582 | $533.0K | 0.00% | +2,875+42.9% | Added |
| PFG Advisors | 9,100 | $509.0K | 0.05% | +9,100 | New |
| Ellsworth Advisors, LLC | 8,999 | $503.0K | 0.19% | +8,999 | New |
| IndexIQ Advisors LLC | 8,983 | $502.0K | 0.02% | −581−6.1% | Reduced |
| D. E. Shaw & Co., Inc. | 8,607 | $481.0K | 0.00% | −9,257−51.8% | 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 |
| Hancock Whitney Corp | 8,552 | $478.0K | 0.02% | −979−10.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,494 | $475.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,125 | $454.0K | 0.00% | +2,756+51.3% | Added |
| Marshall Wace, LLP | 7,865 | $439.0K | 0.00% | +7,865 | New |
| Balyasny Asset Management LLC | 7,645 | $427.0K | 0.00% | −3,791−33.1% | Reduced |
| Mutual of America Capital Management LLC | 7,316 | $409.0K | 0.00% | +197+2.8% | Added |
| Clearstead Advisors, LLC | 7,020 | $392.0K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,896 | $386.0K | 0.07% | −7,320−51.5% | Reduced |
| Mutual Advisors, LLC | 6,591 | $369.0K | 0.02% | −7−0.1% | Reduced |
| Creative Planning | 6,559 | $367.0K | 0.00% | −1,375−17.3% | Reduced |
| Gsa Capital Partners LLP | 6,457 | $361.0K | 0.05% | −7,495−53.7% | Reduced |
| Barnett & Company, Inc. | 6,150 | $344.0K | 0.24% | 00.0% | Unchanged |
| Bank Hapoalim BM | 6,142 | $343.0K | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,000 | $336.0K | 0.00% | +200+3.4% | Added |
| Engineers Gate Manager LP | 5,943 | $332.0K | 0.01% | +1,718+40.7% | Added |
| Cim Investment Mangement Inc | 5,891 | $329.0K | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,363 | $300.0K | 0.00% | +5,363 | New |
| Prudent Man Advisors, LLC | 5,288 | $296.0K | 0.11% | −858−14.0% | Reduced |
| Qube Research & Technologies Ltd | 5,249 | $293.0K | 0.00% | +5,249 | New |
| 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 |
| 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 |
| Crossmark Global Holdings, Inc. | 4,992 | $279.0K | 0.01% | −7,830−61.1% | Reduced |
| Cetera Advisors LLC | 4,810 | $269.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,759 | $266.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,474 | $250.0K | 0.01% | 00.0% | Unchanged |
| 6 Meridian | 4,214 | $236.0K | 0.02% | +18+0.4% | Added |
| Paloma Partners Management Co | 4,078 | $228.0K | 0.01% | +4,078 | New |
| Raymond James Trust N.A. | 3,874 | $216.0K | 0.01% | −321−7.7% | Reduced |
| Guggenheim Capital LLC | 3,836 | $214.0K | 0.00% | −2,125−35.6% | Reduced |
| CWM, LLC | 3,632 | $203.0K | 0.00% | +3,632 | New |
| Earnest Partners LLC | 3,600 | $201.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,437 | $192.0K | 0.00% | +177+5.4% | Added |
| US Bancorp | 3,321 | $186.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,182 | $178.0K | 0.01% | +3,182 | New |
| USA Financial Portformulas Corp | 2,137 | $119.0K | 0.10% | +2,137 | New |
| Captrust Financial Advisors | 2,081 | $116.0K | 0.00% | +65+3.2% | Added |
| Hanseatic Management Services Inc | 1,952 | $109.0K | 0.18% | +164+9.2% | Added |
| SG Americas Securities, LLC | 1,858 | $104.0K | 0.00% | −82,939−97.8% | Reduced |
| State of Wyoming | 1,686 | $94.0K | 0.04% | −10−0.6% | Reduced |
| Financial Management Professionals, Inc. | 1,499 | $84.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,364 | $76.0K | 0.00% | −21−1.5% | Reduced |
| Oakworth Capital, Inc. | 1,305 | $73.0K | 0.01% | 00.0% | Unchanged |