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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 29,958 | $1.39M | 0.01% | +10,451+53.6% | Added |
| Truist Financial Corp | 29,096 | $1.35M | 0.00% | +32+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,767 | $1.29M | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 27,565 | $1.28M | 0.01% | +27,565 | New |
| AlphaCrest Capital Management LLC | 27,097 | $1.26M | 0.07% | −2,894−9.6% | Reduced |
| Marshall Wace, LLP | 26,926 | $1.25M | 0.00% | +19,061+242.4% | Added |
| BNP Paribas Arbitrage, SA | 26,042 | $1.21M | 0.00% | −10,925−29.6% | Reduced |
| State Board of Administration of Florida Retirement System | 25,012 | $1.16M | 0.00% | −2,700−9.7% | Reduced |
| New York State Teachers Retirement System | 24,962 | $1.16M | 0.00% | +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 |
| Louisiana State Employees Retirement System | 26,000 | $1.10M | 0.03% | +100+0.4% | Added |
| LPL Financial LLC | 23,472 | $1.09M | 0.00% | +2,902+14.1% | Added |
| Manufacturers Life Insurance Company, The | 23,196 | $1.08M | 0.00% | −5,278−18.5% | Reduced |
| Voya Investment Management LLC | 22,877 | $1.06M | 0.00% | +240+1.1% | Added |
| State of Tennessee, Treasury Department | 21,591 | $1.00M | 0.00% | −2,303−9.6% | Reduced |
| Maryland State Retirement & Pension System | 21,474 | $996.0K | 0.03% | +127+0.6% | Added |
| SEI Investments Co | 19,897 | $979.0K | 0.00% | −16,923−46.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $974.0K | 0.13% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 20,297 | $942.0K | 0.01% | −150−0.7% | Reduced |
| Ridgewood Investments LLC | 20,263 | $940.0K | 0.62% | −3,279−13.9% | Reduced |
| Oregon Public Employees Retirement Fund | 20,229 | $938.0K | 0.01% | −500−2.4% | Reduced |
| Stifel Financial Corp | 20,086 | $932.0K | 0.00% | +2,858+16.6% | Added |
| Ensign Peak Advisors, Inc | 19,071 | $885.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 17,000 | $789.0K | 0.05% | +17,000 | New |
| BerganKDV Wealth Management, LLC | 16,647 | $772.0K | 0.08% | +1,645+11.0% | Added |
| Dynamic Technology Lab Private Ltd | 16,400 | $761.0K | 0.09% | +16,400 | New |
| Bank of Montreal | 15,758 | $736.0K | 0.00% | +1,397+9.7% | Added |
| Victory Capital Management Inc | 19,373 | $734.0K | 0.00% | +5,360+38.3% | Added |
| First Republic Investment Management, Inc. | 15,674 | $727.0K | 0.00% | −3,247−17.2% | Reduced |
| Advisor Group Holdings, Inc. | 15,482 | $718.0K | 0.00% | −1,933−11.1% | Reduced |
| Group One Trading, L.P. | 15,248 | $707.0K | 0.02% | +15,148+15,148.0% | Added |
| Teachers Retirement System of the State of Kentucky | 14,479 | $672.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,474 | $671.0K | 0.01% | +96+0.7% | Added |
| Balyasny Asset Management LLC | 14,232 | $660.0K | 0.00% | +6,587+86.2% | Added |
| Van Hulzen Asset Management, LLC | 13,520 | $627.0K | 0.07% | +430+3.3% | Added |
| ProShare Advisors LLC | 12,574 | $584.0K | 0.00% | −1,573−11.1% | Reduced |
| Orion Capital Management LLC | 12,300 | $571.0K | 0.35% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,270 | $569.0K | 0.00% | −30−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 11,342 | $526.0K | 0.00% | −513−4.3% | Reduced |
| Natixis Advisors, L.P. | 11,233 | $521.0K | 0.00% | +460+4.3% | Added |
| Teacher Retirement System of Texas | 10,994 | $510.0K | 0.00% | +631+6.1% | Added |
| Advantage Alpha Capital Partners LP | 10,972 | $509.0K | 0.08% | −14,237−56.5% | Reduced |
| Oppenheimer Asset Management Inc. | 10,958 | $508.0K | 0.01% | −3,869−26.1% | Reduced |
| Janus Henderson Group PLC | 10,799 | $501.0K | 0.00% | −8,284−43.4% | Reduced |
| Paloma Partners Management Co | 10,697 | $496.0K | 0.04% | +6,619+162.3% | Added |
| Quantbot Technologies LP | 10,435 | $484.0K | 0.04% | +10,435 | New |
| Handelsbanken Fonder AB | 9,995 | $464.0K | 0.00% | −3,300−24.8% | Reduced |
| Alpha Cubed Investments, LLC | 9,800 | $455.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 9,600 | $445.0K | 0.01% | −200−2.0% | Reduced |
| Susquehanna International Group, LLP | 8,951 | $415.0K | 0.00% | −3,481−28.0% | Reduced |
| Aigen Investment Management, LP | 8,831 | $410.0K | 0.07% | +8,831 | New |
| 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 |
| Public Employees Retirement Association of Colorado | 8,494 | $394.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 10,565 | $370.0K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,864 | $365.0K | 0.03% | −1,904−19.5% | Reduced |
| Hancock Whitney Corp | 7,781 | $361.0K | 0.01% | −771−9.0% | Reduced |
| Mutual of America Capital Management LLC | 7,716 | $358.0K | 0.00% | +400+5.5% | Added |
| Clearstead Advisors, LLC | 7,020 | $326.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 6,918 | $321.0K | 0.00% | −14,489−67.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $320.0K | 0.00% | −1,225−15.1% | Reduced |
| The PNC Financial Services Group, Inc. | 6,745 | $312.0K | 0.00% | +3,308+96.2% | Added |
| Schonfeld Strategic Advisors LLC | 6,700 | $311.0K | 0.00% | +700+11.7% | Added |
| Quantinno Capital Management LP | 6,602 | $306.0K | 0.05% | −294−4.3% | Reduced |
| Creative Planning | 6,559 | $304.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,403 | $297.0K | 0.02% | −188−2.9% | Reduced |
| Redwood Investment Management, LLC | 6,339 | $294.0K | 0.04% | +6,339 | New |
| Occudo Quantitative Strategies LP | 5,966 | $277.0K | 0.02% | +5,966 | New |
| Ziegler Capital Management, LLC | 5,930 | $275.0K | 0.01% | +5,930 | New |
| Jane Street Group, LLC | 5,880 | $272.0K | 0.00% | −11,065−65.3% | Reduced |
| Cim Investment Mangement Inc | 5,277 | $245.0K | 0.08% | −614−10.4% | Reduced |
| Crossmark Global Holdings, Inc. | 5,192 | $241.0K | 0.01% | +200+4.0% | Added |
| Brinker Capital Investments, LLC | 5,160 | $239.0K | 0.00% | −203−3.8% | Reduced |
| 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 |
| Private Asset Management Inc | 5,000 | $232.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,810 | $223.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Campbell & CO Investment Adviser LLC | 4,600 | $213.0K | 0.06% | +4,600 | New |
| Profund Advisors LLC | 4,562 | $212.0K | 0.01% | −488−9.7% | Reduced |
| Raymond James Trust N.A. | 4,527 | $210.0K | 0.01% | +653+16.9% | Added |
| Man Group plc | 4,509 | $209.0K | 0.00% | −14,991−76.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,474 | $208.0K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,394 | $204.0K | 0.01% | +4,394 | New |
| Guggenheim Capital LLC | 4,345 | $201.0K | 0.00% | +509+13.3% | Added |
| CWM, LLC | 3,828 | $178.0K | 0.00% | +196+5.4% | Added |
| Metropolitan Life Insurance Co | 3,623 | $168.1K | 0.01% | −11,289−75.7% | Reduced |
| Earnest Partners LLC | 3,600 | $167.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,458 | $160.0K | 0.00% | +1,377+66.2% | Added |
| SG Americas Securities, LLC | 3,336 | $155.0K | 0.00% | +1,478+79.5% | Added |
| US Bancorp | 3,280 | $152.0K | 0.00% | −41−1.2% | Reduced |
| Simplex Trading, LLC | 2,503 | $116.0K | 0.00% | +2,503 | New |
| IFP Advisors, Inc | 2,277 | $102.0K | 0.00% | +1,764+343.9% | Added |
| USA Financial Portformulas Corp | 1,939 | $90.0K | 0.10% | −198−9.3% | Reduced |
| State of Wyoming | 1,756 | $81.0K | 0.04% | +70+4.2% | Added |
| Cutler Group LP | 1,620 | $75.0K | 0.01% | +1,620 | New |
| Financial Management Professionals, Inc. | 1,499 | $70.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,452 | $67.0K | 0.00% | +88+6.5% | Added |