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 $4.73B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Axos Financial, Inc. as of Mar 31, 2022. 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
- 248
- +7 vs. Q4 2021
- Shares held
- 45.9M
- +422.8K (+0.9%) vs. Q4 2021
- Total value
- $2.14B
- −$416.7M (−16.3%) vs. Q4 2021
- New holders
- 32
- 83 more added
- Sold out
- 25
- 94 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $4.73B |
| Q1 2026 | 387 | $4.07B |
| Q4 2025 | 379 | $3.97B |
| Q3 2025 | 382 | $3.86B |
| Q2 2025 | 365 | $3.43B |
| Q1 2025 | 352 | $2.97B |
| Q4 2024 | 356 | $3.31B |
| Q3 2024 | 335 | $3.02B |
| Q2 2024 | 318 | $2.81B |
| Q1 2024 | 310 | $2.74B |
| Q4 2023 | 303 | $2.84B |
| Q3 2023 | 261 | $1.83B |
| Q2 2023 | 260 | $1.90B |
| Q1 2023 | 256 | $1.79B |
| Q4 2022 | 244 | $1.80B |
| Q3 2022 | 252 | $1.62B |
| Q2 2022 | 239 | $1.69B |
| Q1 2022 | 248 | $2.14B |
| Q4 2021 | 244 | $2.56B |
| Q3 2021 | 232 | $2.38B |
| Q2 2021 | 233 | $2.11B |
| Q1 2021 | 233 | $2.11B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,727,609 | $404.9M | 0.01% | −19,691−0.2% | Reduced |
| Vanguard Group Inc | 5,792,803 | $268.7M | 0.01% | +80,806+1.4% | Added |
| State Street Corp | 2,169,986 | $100.7M | 0.00% | +170,470+8.5% | Added |
| Dimensional Fund Advisors LP | 2,088,327 | $96.9M | 0.03% | +16,335+0.8% | Added |
| Ameriprise Financial Inc | 2,004,725 | $93.0M | 0.03% | +39,442+2.0% | Added |
| Wasatch Advisors Inc | 1,831,802 | $85.0M | 0.42% | +26,763+1.5% | Added |
| FMR LLC | 1,726,330 | $80.1M | 0.01% | +196,915+12.9% | Added |
| Geode Capital Management, LLC | 959,873 | $44.5M | 0.01% | +20,218+2.2% | Added |
| Epoch Investment Partners, Inc. | 935,991 | $43.4M | 0.21% | +101,316+12.1% | Added |
| Geneva Capital Management LLC | 929,660 | $43.1M | 0.83% | −10,756−1.1% | Reduced |
| Fred Alger Management, LLC | 920,421 | $42.7M | 0.14% | −167,032−15.4% | Reduced |
| Rice Hall James & Associates, LLC | 859,130 | $39.9M | 1.59% | −25,575−2.9% | Reduced |
| Standard Life Aberdeen plc | 812,059 | $37.9M | 0.10% | +212,060+35.3% | Added |
| Northern Trust Corp | 789,371 | $36.6M | 0.01% | −23,761−2.9% | Reduced |
| Davis Capital Partners, LLC | 775,000 | $36.0M | 1.76% | +25,000+3.3% | Added |
| Loomis Sayles & Co L P | 692,655 | $32.1M | 0.04% | +21,943+3.3% | Added |
| Bank of New York Mellon Corp | 663,475 | $30.8M | 0.01% | −41,152−5.8% | Reduced |
| Norges Bank | 507,811 | $23.6M | 0.01% | 00.0% | Unchanged |
| Pembroke Management, LTD | 499,350 | $23.2M | 1.94% | +9,258+1.9% | Added |
| Charles Schwab Investment Management Inc | 479,560 | $22.2M | 0.01% | +17,969+3.9% | Added |
| Shaker Investments LLC | 466,430 | $21.6M | 11.01% | −4,995−1.1% | Reduced |
| Orchard Capital Managment, LLC | 456,571 | $21.2M | 6.02% | +10,000+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 450,000 | $20.9M | 0.05% | −150,000−25.0% | Reduced |
| JPMorgan Chase & Co | 430,530 | $20.0M | 0.00% | +42,933+11.1% | Added |
| Redwood Investments, LLC | 417,902 | $19.4M | 1.84% | +1,621+0.4% | Added |
| Principal Financial Group Inc | 397,306 | $18.4M | 0.01% | −20,627−4.9% | Reduced |
| State of Wisconsin Investment Board | 336,800 | $15.6M | 0.03% | −32,800−8.9% | Reduced |
| Morgan Stanley | 301,745 | $14.0M | 0.00% | +10,418+3.6% | Added |
| Millennium Management LLC | 291,900 | $13.5M | 0.02% | +264,574+968.2% | Added |
| Nuveen Asset Management, LLC | 278,579 | $13.4M | 0.00% | −30,020−9.7% | Reduced |
| Parametric Portfolio Associates LLC | 276,737 | $12.8M | 0.01% | +4,861+1.8% | Added |
| Royce & Associates LP | 253,114 | $11.7M | 0.10% | −132,162−34.3% | Reduced |
| Bragg Financial Advisors, Inc | 218,549 | $10.1M | 0.59% | +1,857+0.9% | Added |
| American Century Companies Inc | 218,382 | $10.1M | 0.01% | +55,570+34.1% | Added |
| Stieven Capital Advisors, L.P. | 216,692 | $10.1M | 1.34% | −3,300−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 185,138 | $8.59M | 0.01% | +176,531+2,051.0% | Added |
| Raymond James & Associates | 183,174 | $8.50M | 0.01% | +60,729+49.6% | Added |
| FIL Ltd | 177,054 | $8.21M | 0.01% | −22,947−11.5% | Reduced |
| Scout Investments, Inc. | 176,338 | $8.18M | 0.13% | −249−0.1% | Reduced |
| Ci Investments Inc. | 175,817 | $8.16M | 0.03% | −50,683−22.4% | Reduced |
| S&T Bank | 175,262 | $8.13M | 1.23% | −15,531−8.1% | Reduced |
| Bridgeway Capital Management, LLC | 173,510 | $8.05M | 0.16% | −60,000−25.7% | Reduced |
| Invesco Ltd. | 171,904 | $7.97M | 0.00% | −48,658−22.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 162,028 | $7.52M | 0.01% | −26,907−14.2% | Reduced |
| Sofos Investments, Inc. | 1,012 | $7.20M | 0.20% | −500−33.1% | Reduced |
| Legal & General Group Plc | 154,343 | $7.16M | 0.00% | −357−0.2% | Reduced |
| Rhumbline Advisers | 152,692 | $7.08M | 0.01% | +3,125+2.1% | Added |
| Bank of America Corp | 152,175 | $7.06M | 0.00% | −62,159−29.0% | Reduced |
| Lord, Abbett & Co. LLC | 149,606 | $6.94M | 0.02% | −197,054−56.8% | Reduced |
| Wellington Management Group LLP | 127,171 | $5.90M | 0.00% | −4,302−3.3% | Reduced |
| Swiss National Bank | 126,600 | $5.87M | 0.00% | +9,000+7.7% | Added |
| Royal Bank of Canada | 115,586 | $5.36M | 0.00% | −6,443−5.3% | Reduced |
| Connors Investor Services Inc | 112,743 | $5.23M | 0.54% | +2,660+2.4% | Added |
| Citadel Advisors LLC | 111,195 | $5.16M | 0.01% | +111,195 | New |
| Cubist Systematic Strategies, LLC | 105,707 | $4.90M | 0.04% | +61,714+140.3% | Added |
| Foundry Partners, LLC | 104,497 | $4.85M | 0.25% | −148,037−58.6% | Reduced |
| Public Sector Pension Investment Board | 99,956 | $4.64M | 0.03% | −9,100−8.3% | Reduced |
| Deutsche Bank AG | 87,538 | $4.06M | 0.00% | +42,452+94.2% | Added |
| Alliancebernstein L.P. | 84,615 | $3.92M | 0.00% | −7,443−8.1% | Reduced |
| Denali Advisors LLC | 80,900 | $3.75M | 1.45% | +4,100+5.3% | Added |
| Gator Capital Management, LLC | 78,880 | $3.66M | 2.68% | 00.0% | Unchanged |
| Prudential Financial Inc | 78,208 | $3.63M | 0.00% | −9,943−11.3% | Reduced |
| Goldman Sachs Group Inc | 77,854 | $3.61M | 0.00% | −37,479−32.5% | Reduced |
| Avalon Investment & Advisory | 77,572 | $3.60M | 0.09% | +8,617+12.5% | Added |
| D.A. Davidson & Co. | 77,448 | $3.59M | 0.04% | +53,016+217.0% | Added |
| Nomura Asset Management Co Ltd | 75,328 | $3.49M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 73,900 | $3.43M | 0.00% | +2,828+4.0% | Added |
| Kennedy Capital Management, Inc. | 71,697 | $3.33M | 0.08% | −716−1.0% | Reduced |
| California State Teachers Retirement System | 69,986 | $3.25M | 0.00% | −6,345−8.3% | Reduced |
| Envestnet Asset Management Inc | 67,589 | $3.13M | 0.00% | −2,523−3.6% | Reduced |
| Squarepoint Ops LLC | 66,415 | $3.08M | 0.02% | +41,858+170.5% | Added |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.88M | 0.13% | 00.0% | Unchanged |
| Laurus Investment Counsel Inc. | 60,820 | $2.82M | 1.06% | +17,230+39.5% | Added |
| UBS Asset Management Americas Inc | 57,014 | $2.64M | 0.00% | −5,602−8.9% | Reduced |
| First Trust Advisors LP | 54,276 | $2.52M | 0.00% | −30,971−36.3% | Reduced |
| Gratus Capital LLC | 51,614 | $2.39M | 0.23% | 00.0% | Unchanged |
| Credit Suisse AG | 51,056 | $2.37M | 0.00% | +2,914+6.1% | Added |
| Yousif Capital Management, LLC | 50,666 | $2.35M | 0.03% | −392−0.8% | Reduced |
| Essex Investment Management Co LLC | 49,122 | $2.28M | 0.28% | −2,995−5.7% | Reduced |
| First Eagle Investment Management, LLC | 48,514 | $2.25M | 0.01% | +29,546+155.8% | Added |
| Citigroup Inc | 48,361 | $2.24M | 0.00% | −328−0.7% | Reduced |
| Great West Life Assurance Co | 46,194 | $2.20M | 0.00% | −133−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 47,180 | $2.19M | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 46,311 | $2.15M | 0.07% | +83+0.2% | Added |
| Susquehanna Fundamental Investments, LLC | 46,250 | $2.15M | 0.04% | +46,250 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,167 | $2.14M | 0.02% | +5,697+14.1% | Added |
| Barclays PLC | 45,652 | $2.12M | 0.00% | −29,219−39.0% | Reduced |
| Ategra Capital Management, LLC | 44,980 | $2.09M | 0.95% | +44,980 | New |
| Thrivent Financial for Lutherans | 43,595 | $2.02M | 0.00% | +190.0% | Added |
| Comerica Bank | 45,849 | $1.94M | 0.01% | −485−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 41,606 | $1.93M | 0.00% | +8,272+24.8% | Added |
| Formula Growth Ltd | 39,624 | $1.84M | 0.35% | 00.0% | Unchanged |
| Texas Permanent School Fund | 37,966 | $1.76M | 0.02% | −629−1.6% | Reduced |
| State of Alaska, Department of Revenue | 37,356 | $1.73M | 0.02% | −570−1.5% | Reduced |
| Russell Investments Group, Ltd. | 36,334 | $1.68M | 0.00% | −30,919−46.0% | Reduced |
| PDT Partners, LLC | 35,700 | $1.66M | 0.14% | −200−0.6% | Reduced |
| Price T Rowe Associates Inc | 35,341 | $1.64M | 0.00% | +1,262+3.7% | Added |
| HSBC Holdings PLC | 35,208 | $1.63M | 0.00% | +25,626+267.4% | Added |
| Wells Fargo & Company | 34,006 | $1.58M | 0.00% | −22,130−39.4% | Reduced |
| American International Group, Inc. | 32,422 | $1.50M | 0.01% | −2,006−5.8% | Reduced |