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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 10,435 | $484.0K | 0.04% | +10,435 | New |
| Paloma Partners Management Co | 10,697 | $496.0K | 0.04% | +6,619+162.3% | Added |
| Janus Henderson Group PLC | 10,799 | $501.0K | 0.00% | −8,284−43.4% | Reduced |
| Oppenheimer Asset Management Inc. | 10,958 | $508.0K | 0.01% | −3,869−26.1% | Reduced |
| Advantage Alpha Capital Partners LP | 10,972 | $509.0K | 0.08% | −14,237−56.5% | Reduced |
| Teacher Retirement System of Texas | 10,994 | $510.0K | 0.00% | +631+6.1% | Added |
| Natixis Advisors, L.P. | 11,233 | $521.0K | 0.00% | +460+4.3% | Added |
| Commonwealth Equity Services, LLC | 11,342 | $526.0K | 0.00% | −513−4.3% | Reduced |
| Nisa Investment Advisors, LLC | 12,270 | $569.0K | 0.00% | −30−0.2% | Reduced |
| Orion Capital Management LLC | 12,300 | $571.0K | 0.35% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,574 | $584.0K | 0.00% | −1,573−11.1% | Reduced |
| Van Hulzen Asset Management, LLC | 13,520 | $627.0K | 0.07% | +430+3.3% | Added |
| Balyasny Asset Management LLC | 14,232 | $660.0K | 0.00% | +6,587+86.2% | Added |
| Arizona State Retirement System | 14,474 | $671.0K | 0.01% | +96+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 14,479 | $672.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 15,248 | $707.0K | 0.02% | +15,148+15,148.0% | Added |
| Advisor Group Holdings, Inc. | 15,482 | $718.0K | 0.00% | −1,933−11.1% | Reduced |
| First Republic Investment Management, Inc. | 15,674 | $727.0K | 0.00% | −3,247−17.2% | Reduced |
| Victory Capital Management Inc | 19,373 | $734.0K | 0.00% | +5,360+38.3% | Added |
| Bank of Montreal | 15,758 | $736.0K | 0.00% | +1,397+9.7% | Added |
| Dynamic Technology Lab Private Ltd | 16,400 | $761.0K | 0.09% | +16,400 | New |
| BerganKDV Wealth Management, LLC | 16,647 | $772.0K | 0.08% | +1,645+11.0% | Added |
| Hillsdale Investment Management Inc. | 17,000 | $789.0K | 0.05% | +17,000 | New |
| Ensign Peak Advisors, Inc | 19,071 | $885.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,086 | $932.0K | 0.00% | +2,858+16.6% | Added |
| Oregon Public Employees Retirement Fund | 20,229 | $938.0K | 0.01% | −500−2.4% | Reduced |
| Ridgewood Investments LLC | 20,263 | $940.0K | 0.62% | −3,279−13.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 20,297 | $942.0K | 0.01% | −150−0.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $974.0K | 0.13% | 00.0% | Unchanged |
| SEI Investments Co | 19,897 | $979.0K | 0.00% | −16,923−46.0% | Reduced |
| Maryland State Retirement & Pension System | 21,474 | $996.0K | 0.03% | +127+0.6% | Added |
| State of Tennessee, Treasury Department | 21,591 | $1.00M | 0.00% | −2,303−9.6% | Reduced |
| Voya Investment Management LLC | 22,877 | $1.06M | 0.00% | +240+1.1% | Added |
| Manufacturers Life Insurance Company, The | 23,196 | $1.08M | 0.00% | −5,278−18.5% | Reduced |
| LPL Financial LLC | 23,472 | $1.09M | 0.00% | +2,902+14.1% | Added |
| Louisiana State Employees Retirement System | 26,000 | $1.10M | 0.03% | +100+0.4% | Added |
| Amalgamated Bank | 24,735 | $1.15M | 0.01% | −1,204−4.6% | Reduced |
| Amalgamated Financial Corp. | 24,735 | $1.15M | 0.01% | +24,735 | New |
| New York State Teachers Retirement System | 24,962 | $1.16M | 0.00% | +100+0.4% | Added |
| State Board of Administration of Florida Retirement System | 25,012 | $1.16M | 0.00% | −2,700−9.7% | Reduced |
| BNP Paribas Arbitrage, SA | 26,042 | $1.21M | 0.00% | −10,925−29.6% | Reduced |
| Marshall Wace, LLP | 26,926 | $1.25M | 0.00% | +19,061+242.4% | Added |
| AlphaCrest Capital Management LLC | 27,097 | $1.26M | 0.07% | −2,894−9.6% | Reduced |
| Voloridge Investment Management, LLC | 27,565 | $1.28M | 0.01% | +27,565 | New |
| B. Metzler seel. Sohn & Co. AG | 27,767 | $1.29M | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 29,096 | $1.35M | 0.00% | +32+0.1% | Added |
| MetLife Investment Management | 29,958 | $1.39M | 0.01% | +10,451+53.6% | Added |
| Algert Global LLC | 32,275 | $1.50M | 0.10% | +32,275 | New |
| American International Group, Inc. | 32,422 | $1.50M | 0.01% | −2,006−5.8% | Reduced |
| Wells Fargo & Company | 34,006 | $1.58M | 0.00% | −22,130−39.4% | Reduced |
| HSBC Holdings PLC | 35,208 | $1.63M | 0.00% | +25,626+267.4% | Added |
| Price T Rowe Associates Inc | 35,341 | $1.64M | 0.00% | +1,262+3.7% | Added |
| PDT Partners, LLC | 35,700 | $1.66M | 0.14% | −200−0.6% | Reduced |
| Russell Investments Group, Ltd. | 36,334 | $1.68M | 0.00% | −30,919−46.0% | Reduced |
| State of Alaska, Department of Revenue | 37,356 | $1.73M | 0.02% | −570−1.5% | Reduced |
| Texas Permanent School Fund | 37,966 | $1.76M | 0.02% | −629−1.6% | Reduced |
| Formula Growth Ltd | 39,624 | $1.84M | 0.35% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 41,606 | $1.93M | 0.00% | +8,272+24.8% | Added |
| Comerica Bank | 45,849 | $1.94M | 0.01% | −485−1.0% | Reduced |
| Thrivent Financial for Lutherans | 43,595 | $2.02M | 0.00% | +190.0% | Added |
| Ategra Capital Management, LLC | 44,980 | $2.09M | 0.95% | +44,980 | New |
| Barclays PLC | 45,652 | $2.12M | 0.00% | −29,219−39.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,167 | $2.14M | 0.02% | +5,697+14.1% | Added |
| Susquehanna Fundamental Investments, LLC | 46,250 | $2.15M | 0.04% | +46,250 | New |
| National Asset Management, Inc. | 46,311 | $2.15M | 0.07% | +83+0.2% | Added |
| State of New Jersey Common Pension Fund D | 47,180 | $2.19M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 46,194 | $2.20M | 0.00% | −133−0.3% | Reduced |
| Citigroup Inc | 48,361 | $2.24M | 0.00% | −328−0.7% | Reduced |
| First Eagle Investment Management, LLC | 48,514 | $2.25M | 0.01% | +29,546+155.8% | Added |
| Essex Investment Management Co LLC | 49,122 | $2.28M | 0.28% | −2,995−5.7% | Reduced |
| Yousif Capital Management, LLC | 50,666 | $2.35M | 0.03% | −392−0.8% | Reduced |
| Credit Suisse AG | 51,056 | $2.37M | 0.00% | +2,914+6.1% | Added |
| Gratus Capital LLC | 51,614 | $2.39M | 0.23% | 00.0% | Unchanged |
| First Trust Advisors LP | 54,276 | $2.52M | 0.00% | −30,971−36.3% | Reduced |
| UBS Asset Management Americas Inc | 57,014 | $2.64M | 0.00% | −5,602−8.9% | Reduced |
| Laurus Investment Counsel Inc. | 60,820 | $2.82M | 1.06% | +17,230+39.5% | Added |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.88M | 0.13% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 66,415 | $3.08M | 0.02% | +41,858+170.5% | Added |
| Envestnet Asset Management Inc | 67,589 | $3.13M | 0.00% | −2,523−3.6% | Reduced |
| California State Teachers Retirement System | 69,986 | $3.25M | 0.00% | −6,345−8.3% | Reduced |
| Kennedy Capital Management, Inc. | 71,697 | $3.33M | 0.08% | −716−1.0% | Reduced |
| New York State Common Retirement Fund | 73,900 | $3.43M | 0.00% | +2,828+4.0% | Added |
| Nomura Asset Management Co Ltd | 75,328 | $3.49M | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 77,448 | $3.59M | 0.04% | +53,016+217.0% | Added |
| Avalon Investment & Advisory | 77,572 | $3.60M | 0.09% | +8,617+12.5% | Added |
| Goldman Sachs Group Inc | 77,854 | $3.61M | 0.00% | −37,479−32.5% | Reduced |
| Prudential Financial Inc | 78,208 | $3.63M | 0.00% | −9,943−11.3% | Reduced |
| Gator Capital Management, LLC | 78,880 | $3.66M | 2.68% | 00.0% | Unchanged |
| Denali Advisors LLC | 80,900 | $3.75M | 1.45% | +4,100+5.3% | Added |
| Alliancebernstein L.P. | 84,615 | $3.92M | 0.00% | −7,443−8.1% | Reduced |
| Deutsche Bank AG | 87,538 | $4.06M | 0.00% | +42,452+94.2% | Added |
| Public Sector Pension Investment Board | 99,956 | $4.64M | 0.03% | −9,100−8.3% | Reduced |
| Foundry Partners, LLC | 104,497 | $4.85M | 0.25% | −148,037−58.6% | Reduced |
| Cubist Systematic Strategies, LLC | 105,707 | $4.90M | 0.04% | +61,714+140.3% | Added |
| Citadel Advisors LLC | 111,195 | $5.16M | 0.01% | +111,195 | New |
| Connors Investor Services Inc | 112,743 | $5.23M | 0.54% | +2,660+2.4% | Added |
| Royal Bank of Canada | 115,586 | $5.36M | 0.00% | −6,443−5.3% | Reduced |
| Swiss National Bank | 126,600 | $5.87M | 0.00% | +9,000+7.7% | Added |
| Wellington Management Group LLP | 127,171 | $5.90M | 0.00% | −4,302−3.3% | Reduced |
| Lord, Abbett & Co. LLC | 149,606 | $6.94M | 0.02% | −197,054−56.8% | Reduced |