Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2022 vs. Q4 2021

How the institutions holding Axos Financial, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of AX: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2443248+7
Shares45.5M24.2K45.9M+422.8K (+0.9%)
Value$2.54B$1.35M$2.13B−$411.9M (−16.2%)

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Axos Financial, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to AX in Q1 2022
InstitutionSharesValue% of portfolio
Citadel Advisors LLC111,195$5.16M0.01%
Susquehanna Fundamental Investments, LLC46,250$2.15M0.04%
Ategra Capital Management, LLC44,980$2.09M0.95%
Algert Global LLC32,275$1.50M0.10%
Voloridge Investment Management, LLC27,565$1.28M0.01%
Amalgamated Financial Corp.24,735$1.15M0.01%
Hillsdale Investment Management Inc.17,000$789.0K0.05%
Dynamic Technology Lab Private Ltd16,400$761.0K0.09%
Quantbot Technologies LP10,435$484.0K0.04%
Aigen Investment Management, LP8,831$410.0K0.07%
Redwood Investment Management, LLC6,339$294.0K0.04%
Occudo Quantitative Strategies LP5,966$277.0K0.02%
Ziegler Capital Management, LLC5,930$275.0K0.01%
Y-Intercept (Hong Kong) Ltd4,762$221.0K0.05%
Campbell & CO Investment Adviser LLC4,600$213.0K0.06%
Trexquant Investment LP4,394$204.0K0.01%
Simplex Trading, LLC2,503$116.0K0.00%
Cutler Group LP1,620$75.0K0.01%
Exane Derivatives686$31.8K0.01%
Prospera Financial Services Inc288$13.0K0.00%
Global Retirement Partners, LLC259$9.00K0.00%
Meeder Asset Management Inc125$6.00K0.00%
TD Waterhouse Canada Inc.120$5.52K0.00%
Timber Creek Capital Management LLC110$5.00K0.00%
Clear Street Markets LLC100$5.00K0.00%
Rockefeller Capital Management L.P.54$2.00K0.00%
Whittier Trust Co25$1.00K0.00%
Disciplined Investments, LLC13$1.00K0.00%
Cordant, Inc.20$1.00K0.00%
Central Trust Co19$00.00%
Money Concepts Capital Corp7$00.00%
SJS Investment Consulting Inc.2$00.00%

Sold out (25)

Institutions that held Axos Financial, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of AX in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
EAM Global Investors LLC45,253$2.53M
Baird Financial Group, Inc.43,094$2.41M
Calamos Advisors LLC42,669$2.38M
EAM Investors, LLC32,515$1.82M
Virtue Capital Management, LLC30,013$1.68M
Exchange Traded Concepts, LLC14,597$816.0K
PFG Advisors9,100$509.0K
Ellsworth Advisors, LLC8,999$503.0K
IndexIQ Advisors LLC8,983$502.0K
Gsa Capital Partners LLP6,457$361.0K
Barnett & Company, Inc.6,150$344.0K
Engineers Gate Manager LP5,943$332.0K
Qube Research & Technologies Ltd5,249$293.0K
Synovus Financial Corp5,000$280.0K
Point72 Hong Kong Ltd3,182$178.0K
Hanseatic Management Services Inc1,952$109.0K
Eaton Vance Management1,259$70.0K
Confluence Wealth Services, Inc.411$22.0K
Chilton Capital Management LLC284$16.0K
Bank Julius Baer & Co. Ltd, Zurich112$6.00K
Truvestments Capital LLC110$6.00K
Massmutual Trust Co FSB72$4.00K
Motley Fool Asset Management LLC28$2.00K
CoreCap Advisors, LLC31$2.00K
Lenox Wealth Advisors, LLC20$1.00K

Not filed for Q1 2022 yet (3)

Institutions that held Axos Financial, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Second Curve Capital LLC20,000$1.12M
6 Meridian4,214$236.0K
Bell Investment Advisors, Inc18$1.00K