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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 1,305 | $61.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,281 | $59.0K | 0.00% | +54+4.4% | Added |
| Sutton Wealth Advisors Inc. | 934 | $43.3K | 0.01% | +12+1.3% | Added |
| Tower Research Capital LLC (TRC) | 884 | $41.0K | 0.00% | −4,148−82.4% | 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 |
| Mark Sheptoff Financial Planning, LLC | 700 | $32.0K | 0.02% | −500−41.7% | Reduced |
| Exane Derivatives | 686 | $31.8K | 0.01% | +686 | New |
| STRS Ohio | 600 | $27.0K | 0.00% | −500−45.5% | Reduced |
| New Century Advisors, LLC | 440 | $20.0K | 0.02% | +60+15.8% | Added |
| PrairieView Partners, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 370 | $17.0K | 0.00% | +180+94.7% | Added |
| Parkside Financial Bank & Trust | 360 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 351 | $16.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 320 | $14.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 287 | $13.0K | 0.00% | +1+0.3% | Added |
| Prospera Financial Services Inc | 288 | $13.0K | 0.00% | +288 | New |
| TCI Wealth Advisors, Inc. | 207 | $10.0K | 0.00% | −18−8.0% | Reduced |
| 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 |
| Signaturefd, LLC | 169 | $8.00K | 0.00% | −51−23.2% | Reduced |
| SRS Capital Advisors, Inc. | 174 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 125 | $6.00K | 0.00% | +125 | New |
| TD Waterhouse Canada Inc. | 120 | $5.52K | 0.00% | +120 | New |
| 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 |
| Tarbox Family Office, Inc. | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |