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.
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 | 387 | $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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 1,259 | $70.0K | 0.00% | +59+4.9% | Added |
| Fifth Third Bancorp | 1,227 | $69.0K | 0.00% | +37+3.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $67.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 1,100 | $61.0K | 0.00% | +1,100 | New |
| Sutton Wealth Advisors Inc. | 922 | $51.5K | 0.02% | +12+1.3% | Added |
| Macquarie Group Ltd | 845 | $47.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 513 | $31.0K | 0.00% | −14−2.7% | Reduced |
| PrairieView Partners, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 411 | $22.0K | 0.01% | +411 | New |
| New Century Advisors, LLC | 380 | $21.0K | 0.02% | +380 | New |
| Parallel Advisors, LLC | 351 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 360 | $20.0K | 0.00% | +200+125.0% | Added |
| Federation des caisses Desjardins du Quebec | 320 | $17.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 286 | $16.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 284 | $16.0K | 0.00% | +284 | New |
| TCI Wealth Advisors, Inc. | 225 | $13.0K | 0.00% | +18+8.7% | Added |
| Signaturefd, LLC | 220 | $12.0K | 0.00% | −5−2.2% | Reduced |
| Sageworth Trust Co of South Dakota | 217 | $12.0K | 0.02% | +217 | New |
| Fieldpoint Private Securities, LLC | 190 | $11.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 190 | $11.0K | 0.00% | +190 | New |
| SRS Capital Advisors, Inc. | 174 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 181 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 119 | $7.00K | 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 |
| Tarbox Family Office, Inc. | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tobam | 52 | $3.00K | 0.00% | +52 | 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 |
| 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 |
| 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 |