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 |
|---|---|---|---|---|---|
| Bank of America Corp | 152,175 | $7.06M | 0.00% | −62,159−29.0% | Reduced |
| Rhumbline Advisers | 152,692 | $7.08M | 0.01% | +3,125+2.1% | Added |
| Legal & General Group Plc | 154,343 | $7.16M | 0.00% | −357−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 162,028 | $7.52M | 0.01% | −26,907−14.2% | Reduced |
| Invesco Ltd. | 171,904 | $7.97M | 0.00% | −48,658−22.1% | Reduced |
| Bridgeway Capital Management, LLC | 173,510 | $8.05M | 0.16% | −60,000−25.7% | Reduced |
| S&T Bank | 175,262 | $8.13M | 1.23% | −15,531−8.1% | Reduced |
| Ci Investments Inc. | 175,817 | $8.16M | 0.03% | −50,683−22.4% | Reduced |
| Scout Investments, Inc. | 176,338 | $8.18M | 0.13% | −249−0.1% | Reduced |
| FIL Ltd | 177,054 | $8.21M | 0.01% | −22,947−11.5% | Reduced |
| Raymond James & Associates | 183,174 | $8.50M | 0.01% | +60,729+49.6% | Added |
| D. E. Shaw & Co., Inc. | 185,138 | $8.59M | 0.01% | +176,531+2,051.0% | Added |
| Stieven Capital Advisors, L.P. | 216,692 | $10.1M | 1.34% | −3,300−1.5% | Reduced |
| American Century Companies Inc | 218,382 | $10.1M | 0.01% | +55,570+34.1% | Added |
| Bragg Financial Advisors, Inc | 218,549 | $10.1M | 0.59% | +1,857+0.9% | Added |
| Royce & Associates LP | 253,114 | $11.7M | 0.10% | −132,162−34.3% | Reduced |
| Parametric Portfolio Associates LLC | 276,737 | $12.8M | 0.01% | +4,861+1.8% | Added |
| Nuveen Asset Management, LLC | 278,579 | $13.4M | 0.00% | −30,020−9.7% | Reduced |
| Millennium Management LLC | 291,900 | $13.5M | 0.02% | +264,574+968.2% | Added |
| Morgan Stanley | 301,745 | $14.0M | 0.00% | +10,418+3.6% | Added |
| State of Wisconsin Investment Board | 336,800 | $15.6M | 0.03% | −32,800−8.9% | Reduced |
| Principal Financial Group Inc | 397,306 | $18.4M | 0.01% | −20,627−4.9% | Reduced |
| Redwood Investments, LLC | 417,902 | $19.4M | 1.84% | +1,621+0.4% | Added |
| JPMorgan Chase & Co | 430,530 | $20.0M | 0.00% | +42,933+11.1% | Added |
| Robeco Institutional Asset Management B.V. | 450,000 | $20.9M | 0.05% | −150,000−25.0% | Reduced |
| Orchard Capital Managment, LLC | 456,571 | $21.2M | 6.02% | +10,000+2.2% | Added |
| Shaker Investments LLC | 466,430 | $21.6M | 11.01% | −4,995−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 479,560 | $22.2M | 0.01% | +17,969+3.9% | Added |
| Pembroke Management, LTD | 499,350 | $23.2M | 1.94% | +9,258+1.9% | Added |
| Norges Bank | 507,811 | $23.6M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 663,475 | $30.8M | 0.01% | −41,152−5.8% | Reduced |
| Loomis Sayles & Co L P | 692,655 | $32.1M | 0.04% | +21,943+3.3% | Added |
| Davis Capital Partners, LLC | 775,000 | $36.0M | 1.77% | +25,000+3.3% | Added |
| Northern Trust Corp | 789,371 | $36.6M | 0.01% | −23,761−2.9% | Reduced |
| Standard Life Aberdeen plc | 812,059 | $37.9M | 0.10% | +212,060+35.3% | Added |
| Rice Hall James & Associates, LLC | 859,130 | $39.9M | 1.59% | −25,575−2.9% | Reduced |
| Fred Alger Management, LLC | 920,421 | $42.7M | 0.14% | −167,032−15.4% | Reduced |
| Geneva Capital Management LLC | 929,660 | $43.1M | 0.83% | −10,756−1.1% | Reduced |
| Epoch Investment Partners, Inc. | 935,991 | $43.4M | 0.21% | +101,316+12.1% | Added |
| Geode Capital Management, LLC | 959,873 | $44.5M | 0.01% | +20,218+2.2% | Added |
| FMR LLC | 1,726,330 | $80.1M | 0.01% | +196,915+12.9% | Added |
| Wasatch Advisors Inc | 1,831,802 | $85.0M | 0.42% | +26,763+1.5% | Added |
| Ameriprise Financial Inc | 2,004,725 | $93.0M | 0.03% | +39,442+2.0% | Added |
| Dimensional Fund Advisors LP | 2,088,327 | $96.9M | 0.03% | +16,335+0.8% | Added |
| State Street Corp | 2,169,986 | $100.7M | 0.00% | +170,470+8.5% | Added |
| Vanguard Group Inc | 5,792,803 | $268.7M | 0.01% | +80,806+1.4% | Added |
| BlackRock Inc. | 8,727,609 | $404.9M | 0.01% | −19,691−0.2% | Reduced |
| Sofos Investments, Inc. | 1,012 | – | – | −500−33.1% | Reduced |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −45,253−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −43,094−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −42,669−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −32,515−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −30,013−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −14,597−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −8,999−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −8,983−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,457−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −6,150−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,943−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,249−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −1,952−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Second Curve Capital LLC | – | – | – | – | Not filed |
| 6 Meridian | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |