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, 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
- $2.13B
- −$411.9M (−16.2%) 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 | $4.71B |
| 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, 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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 10 | $0 | 0.00% | −27−73.0% | Reduced |
| Central Trust Co | 19 | $0 | 0.00% | +19 | New |
| Money Concepts Capital Corp | 7 | $0 | 0.00% | +7 | New |
| Clearview Wealth Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Gradient Investments LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $1.00K | 0.00% | +3+25.0% | Added |
| Covestor Ltd | 14 | $1.00K | 0.00% | −3−17.6% | Reduced |
| Whittier Trust Co | 25 | $1.00K | 0.00% | +25 | New |
| Disciplined Investments, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Cordant, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Tobam | 41 | $2.00K | 0.00% | −11−21.2% | Reduced |
| JFS Wealth Advisors, LLC | 35 | $2.00K | 0.00% | +14+66.7% | Added |
| Rockefeller Capital Management L.P. | 54 | $2.00K | 0.00% | +54 | New |
| Sageworth Trust Co | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 110 | $5.00K | 0.00% | +110 | New |
| Clear Street Markets LLC | 100 | $5.00K | 0.00% | +100 | New |
| TD Waterhouse Canada Inc. | 120 | $5.52K | 0.00% | +120 | New |
| Meeder Asset Management Inc | 125 | $6.00K | 0.00% | +125 | New |
| Signaturefd, LLC | 169 | $8.00K | 0.00% | −51−23.2% | Reduced |
| SRS Capital Advisors, Inc. | 174 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 199 | $9.00K | 0.02% | −18−8.3% | Reduced |
| National Bank of Canada | 205 | $9.00K | 0.00% | +15+7.9% | Added |
| Quadrant Capital Group LLC | 187 | $9.00K | 0.00% | +6+3.3% | Added |
| Global Retirement Partners, LLC | 259 | $9.00K | 0.00% | +259 | New |
| TCI Wealth Advisors, Inc. | 207 | $10.0K | 0.00% | −18−8.0% | Reduced |
| First Horizon Advisors, Inc. | 287 | $13.0K | 0.00% | +1+0.3% | Added |
| Prospera Financial Services Inc | 288 | $13.0K | 0.00% | +288 | New |
| Federation des caisses Desjardins du Quebec | 320 | $14.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 360 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 351 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 370 | $17.0K | 0.00% | +180+94.7% | Added |
| PrairieView Partners, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| New Century Advisors, LLC | 440 | $20.0K | 0.02% | +60+15.8% | Added |
| STRS Ohio | 600 | $27.0K | 0.00% | −500−45.5% | Reduced |
| Exane Derivatives | 686 | $31.8K | 0.01% | +686 | New |
| Mark Sheptoff Financial Planning, LLC | 700 | $32.0K | 0.02% | −500−41.7% | Reduced |
| Macquarie Group Ltd | 845 | $39.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 839 | $39.0K | 0.00% | +720+605.0% | Added |
| Tower Research Capital LLC (TRC) | 884 | $41.0K | 0.00% | −4,148−82.4% | Reduced |
| Sutton Wealth Advisors Inc. | 934 | $43.3K | 0.01% | +12+1.3% | Added |
| Fifth Third Bancorp | 1,281 | $59.0K | 0.00% | +54+4.4% | Added |
| Oakworth Capital, Inc. | 1,305 | $61.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,452 | $67.0K | 0.00% | +88+6.5% | Added |
| Financial Management Professionals, Inc. | 1,499 | $70.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 1,620 | $75.0K | 0.01% | +1,620 | New |
| State of Wyoming | 1,756 | $81.0K | 0.04% | +70+4.2% | Added |
| USA Financial Portformulas Corp | 1,939 | $90.0K | 0.10% | −198−9.3% | Reduced |
| IFP Advisors, Inc | 2,277 | $102.0K | 0.00% | +1,764+343.9% | Added |
| Simplex Trading, LLC | 2,503 | $116.0K | 0.00% | +2,503 | New |
| US Bancorp | 3,280 | $152.0K | 0.00% | −41−1.2% | Reduced |
| SG Americas Securities, LLC | 3,336 | $155.0K | 0.00% | +1,478+79.5% | Added |
| Captrust Financial Advisors | 3,458 | $160.0K | 0.00% | +1,377+66.2% | Added |
| Earnest Partners LLC | 3,600 | $167.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,623 | $168.1K | 0.01% | −11,289−75.7% | Reduced |
| CWM, LLC | 3,828 | $178.0K | 0.00% | +196+5.4% | Added |
| Guggenheim Capital LLC | 4,345 | $201.0K | 0.00% | +509+13.3% | Added |
| Trexquant Investment LP | 4,394 | $204.0K | 0.01% | +4,394 | New |
| Ameritas Investment Partners, Inc. | 4,474 | $208.0K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 4,509 | $209.0K | 0.00% | −14,991−76.9% | Reduced |
| Raymond James Trust N.A. | 4,527 | $210.0K | 0.01% | +653+16.9% | Added |
| Profund Advisors LLC | 4,562 | $212.0K | 0.01% | −488−9.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,600 | $213.0K | 0.06% | +4,600 | New |
| Choate Investment Advisors | 4,759 | $221.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,762 | $221.0K | 0.05% | +4,762 | New |
| Cetera Advisors LLC | 4,810 | $223.0K | 0.00% | 00.0% | Unchanged |
| Private Asset Management Inc | 5,000 | $232.0K | 0.03% | 00.0% | Unchanged |
| Bank Hapoalim BM | 5,057 | $235.0K | 0.02% | −1,085−17.7% | Reduced |
| Prudent Man Advisors, LLC | 5,055 | $235.0K | 0.10% | −233−4.4% | Reduced |
| Brinker Capital Investments, LLC | 5,160 | $239.0K | 0.00% | −203−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 5,192 | $241.0K | 0.01% | +200+4.0% | Added |
| Cim Investment Mangement Inc | 5,277 | $245.0K | 0.08% | −614−10.4% | Reduced |
| Jane Street Group, LLC | 5,880 | $272.0K | 0.00% | −11,065−65.3% | Reduced |
| Ziegler Capital Management, LLC | 5,930 | $275.0K | 0.01% | +5,930 | New |
| Occudo Quantitative Strategies LP | 5,966 | $277.0K | 0.02% | +5,966 | New |
| Redwood Investment Management, LLC | 6,339 | $294.0K | 0.04% | +6,339 | New |
| Mutual Advisors, LLC | 6,403 | $297.0K | 0.02% | −188−2.9% | Reduced |
| Creative Planning | 6,559 | $304.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,602 | $306.0K | 0.05% | −294−4.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,700 | $311.0K | 0.00% | +700+11.7% | Added |
| The PNC Financial Services Group, Inc. | 6,745 | $312.0K | 0.00% | +3,308+96.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $320.0K | 0.00% | −1,225−15.1% | Reduced |
| UBS Group AG | 6,918 | $321.0K | 0.00% | −14,489−67.7% | Reduced |
| Clearstead Advisors, LLC | 7,020 | $326.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,716 | $358.0K | 0.00% | +400+5.5% | Added |
| Hancock Whitney Corp | 7,781 | $361.0K | 0.01% | −771−9.0% | Reduced |
| Eqis Capital Management, Inc. | 7,864 | $365.0K | 0.03% | −1,904−19.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,565 | $370.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,494 | $394.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,590 | $398.0K | 0.03% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 8,590 | $398.0K | 0.11% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,831 | $410.0K | 0.07% | +8,831 | New |
| Susquehanna International Group, LLP | 8,951 | $415.0K | 0.00% | −3,481−28.0% | Reduced |
| Pinnacle Associates Ltd | 9,600 | $445.0K | 0.01% | −200−2.0% | Reduced |
| Alpha Cubed Investments, LLC | 9,800 | $455.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,995 | $464.0K | 0.00% | −3,300−24.8% | Reduced |