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 $4.73B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Axos Financial, Inc. as of Jun 30, 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
- 239
- −4 vs. Q1 2022
- Shares held
- 46.7M
- +1.23M (+2.7%) vs. Q1 2022
- Total value
- $1.69B
- −$432.8M (−20.4%) vs. Q1 2022
- New holders
- 31
- 84 more added
- Sold out
- 35
- 82 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $4.73B |
| Q1 2026 | 387 | $4.07B |
| Q4 2025 | 379 | $3.97B |
| Q3 2025 | 382 | $3.86B |
| Q2 2025 | 365 | $3.43B |
| Q1 2025 | 352 | $2.97B |
| Q4 2024 | 356 | $3.31B |
| Q3 2024 | 335 | $3.02B |
| Q2 2024 | 318 | $2.81B |
| Q1 2024 | 310 | $2.74B |
| Q4 2023 | 303 | $2.84B |
| Q3 2023 | 261 | $1.83B |
| Q2 2023 | 260 | $1.90B |
| Q1 2023 | 256 | $1.79B |
| Q4 2022 | 244 | $1.80B |
| Q3 2022 | 252 | $1.62B |
| Q2 2022 | 239 | $1.69B |
| Q1 2022 | 248 | $2.14B |
| Q4 2021 | 244 | $2.56B |
| Q3 2021 | 232 | $2.38B |
| Q2 2021 | 233 | $2.11B |
| Q1 2021 | 233 | $2.11B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,490,238 | $304.4M | 0.01% | −237,371−2.7% | Reduced |
| Vanguard Group Inc | 5,864,088 | $210.2M | 0.01% | +71,285+1.2% | Added |
| State Street Corp | 2,312,371 | $82.9M | 0.00% | +142,385+6.6% | Added |
| Dimensional Fund Advisors LP | 2,111,311 | $75.7M | 0.03% | +22,984+1.1% | Added |
| Ameriprise Financial Inc | 1,955,821 | $70.1M | 0.02% | −48,904−2.4% | Reduced |
| FMR LLC | 1,782,695 | $63.9M | 0.01% | +56,365+3.3% | Added |
| Wasatch Advisors Inc | 1,657,831 | $59.4M | 0.38% | −173,971−9.5% | Reduced |
| Fred Alger Management, LLC | 1,060,197 | $38.0M | 0.18% | +139,776+15.2% | Added |
| Geode Capital Management, LLC | 965,214 | $34.6M | 0.01% | +5,341+0.6% | Added |
| Epoch Investment Partners, Inc. | 935,702 | $33.5M | 0.20% | −2890.0% | Reduced |
| Geneva Capital Management LLC | 919,118 | $33.0M | 0.76% | −10,542−1.1% | Reduced |
| Davis Capital Partners, LLC | 866,721 | $31.1M | 1.77% | +91,721+11.8% | Added |
| Rice Hall James & Associates, LLC | 828,123 | $29.7M | 1.44% | −31,007−3.6% | Reduced |
| Standard Life Aberdeen plc | 774,351 | $28.3M | 0.09% | −37,708−4.6% | Reduced |
| Northern Trust Corp | 780,857 | $28.0M | 0.01% | −8,514−1.1% | Reduced |
| Bank of New York Mellon Corp | 632,686 | $22.7M | 0.01% | −30,789−4.6% | Reduced |
| Jarislowsky, Fraser Ltd | 611,631 | $21.9M | 0.14% | +611,631 | New |
| Morgan Stanley | 600,574 | $21.5M | 0.00% | +298,829+99.0% | Added |
| Loomis Sayles & Co L P | 588,943 | $21.1M | 0.04% | −103,712−15.0% | Reduced |
| Orchard Capital Managment, LLC | 468,871 | $19.4M | 6.07% | +12,300+2.7% | Added |
| Basswood Capital Management, L.L.C. | 539,421 | $19.3M | 1.22% | +539,421 | New |
| Norges Bank | 523,559 | $18.8M | 0.00% | +15,748+3.1% | Added |
| Charles Schwab Investment Management Inc | 496,260 | $17.8M | 0.01% | +16,700+3.5% | Added |
| Pembroke Management, LTD | 496,249 | $17.8M | 1.84% | −3,101−0.6% | Reduced |
| Redwood Investments, LLC | 481,458 | $17.3M | 1.92% | +63,556+15.2% | Added |
| Nuveen Asset Management, LLC | 462,946 | $16.6M | 0.01% | +184,367+66.2% | Added |
| Shaker Investments LLC | 450,282 | $16.1M | 10.26% | −16,148−3.5% | Reduced |
| JPMorgan Chase & Co | 368,608 | $13.2M | 0.00% | −61,922−14.4% | Reduced |
| Principal Financial Group Inc | 332,275 | $11.9M | 0.01% | −65,031−16.4% | Reduced |
| Millennium Management LLC | 283,125 | $10.2M | 0.01% | −8,775−3.0% | Reduced |
| American Century Companies Inc | 279,135 | $10.0M | 0.01% | +60,753+27.8% | Added |
| Royce & Associates LP | 255,114 | $9.15M | 0.09% | +2,000+0.8% | Added |
| Stieven Capital Advisors, L.P. | 221,592 | $7.94M | 1.25% | +4,900+2.3% | Added |
| Scout Investments, Inc. | 213,626 | $7.66M | 0.15% | +37,288+21.1% | Added |
| D. E. Shaw & Co., Inc. | 212,666 | $7.62M | 0.01% | +27,528+14.9% | Added |
| Citadel Advisors LLC | 208,133 | $7.46M | 0.01% | +96,938+87.2% | Added |
| Assenagon Asset Management S.A. | 204,908 | $7.35M | 0.03% | +204,908 | New |
| Robeco Institutional Asset Management B.V. | 190,000 | $6.81M | 0.02% | −260,000−57.8% | Reduced |
| Invesco Ltd. | 181,070 | $6.49M | 0.00% | +9,166+5.3% | Added |
| Raymond James & Associates | 179,115 | $6.42M | 0.01% | −4,059−2.2% | Reduced |
| Bank of America Corp | 177,522 | $6.36M | 0.00% | +25,347+16.7% | Added |
| S&T Bank | 175,337 | $6.29M | 1.10% | +750.0% | Added |
| Voloridge Investment Management, LLC | 172,801 | $6.20M | 0.03% | +145,236+526.9% | Added |
| Renaissance Technologies LLC | 170,700 | $6.12M | 0.01% | +170,700 | New |
| FIL Ltd | 168,587 | $6.04M | 0.01% | −8,467−4.8% | Reduced |
| Sofos Investments, Inc. | 792 | $6.01M | 0.19% | −220−21.7% | Reduced |
| Rhumbline Advisers | 161,005 | $5.77M | 0.01% | +8,313+5.4% | Added |
| Legal & General Group Plc | 158,548 | $5.68M | 0.00% | +4,205+2.7% | Added |
| Ci Investments Inc. | 147,180 | $5.28M | 0.02% | −28,637−16.3% | Reduced |
| Ategra Capital Management, LLC | 143,694 | $5.15M | 2.73% | +98,714+219.5% | Added |
| Cubist Systematic Strategies, LLC | 136,327 | $4.89M | 0.04% | +30,620+29.0% | Added |
| Goldman Sachs Group Inc | 127,500 | $4.57M | 0.00% | +49,646+63.8% | Added |
| Swiss National Bank | 126,600 | $4.54M | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 125,101 | $4.49M | 0.00% | −2,070−1.6% | Reduced |
| Royal Bank of Canada | 114,516 | $4.11M | 0.00% | −1,070−0.9% | Reduced |
| Bragg Financial Advisors, Inc | 108,233 | $3.88M | 0.26% | −110,316−50.5% | Reduced |
| Connors Investor Services Inc | 108,194 | $3.88M | 0.49% | −4,549−4.0% | Reduced |
| Foundry Partners, LLC | 107,622 | $3.86M | 0.23% | +3,125+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 103,249 | $3.70M | 0.01% | −58,779−36.3% | Reduced |
| Public Sector Pension Investment Board | 99,401 | $3.56M | 0.03% | −555−0.6% | Reduced |
| Alliancebernstein L.P. | 89,710 | $3.22M | 0.00% | +5,095+6.0% | Added |
| First Eagle Investment Management, LLC | 85,471 | $3.06M | 0.01% | +36,957+76.2% | Added |
| Deutsche Bank AG | 82,631 | $2.96M | 0.00% | −4,907−5.6% | Reduced |
| Squarepoint Ops LLC | 81,750 | $2.93M | 0.03% | +15,335+23.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 81,400 | $2.92M | 0.01% | +81,400 | New |
| Gator Capital Management, LLC | 78,880 | $2.83M | 2.37% | 00.0% | Unchanged |
| Prudential Financial Inc | 77,751 | $2.79M | 0.00% | −457−0.6% | Reduced |
| Kennedy Capital Management, Inc. | 75,417 | $2.70M | 0.08% | +3,720+5.2% | Added |
| Marshall Wace, LLP | 71,195 | $2.55M | 0.01% | +44,269+164.4% | Added |
| California State Teachers Retirement System | 70,379 | $2.52M | 0.00% | +393+0.6% | Added |
| Envestnet Asset Management Inc | 67,588 | $2.42M | 0.00% | −10.0% | Reduced |
| Federated Hermes, Inc. | 67,046 | $2.40M | 0.01% | +67,046 | New |
| D.A. Davidson & Co. | 62,401 | $2.24M | 0.03% | −15,047−19.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.22M | 0.13% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 59,753 | $2.14M | 0.00% | +18,147+43.6% | Added |
| Engineers Gate Manager LP | 56,869 | $2.04M | 0.07% | +56,869 | New |
| Brandywine Global Investment Management, LLC | 54,842 | $1.97M | 0.02% | +54,842 | New |
| First Trust Advisors LP | 54,154 | $1.94M | 0.00% | −122−0.2% | Reduced |
| Great West Life Assurance Co | 52,793 | $1.89M | 0.00% | +6,599+14.3% | Added |
| UBS Asset Management Americas Inc | 52,764 | $1.89M | 0.00% | −4,250−7.5% | Reduced |
| Thrivent Financial for Lutherans | 52,754 | $1.89M | 0.01% | +9,159+21.0% | Added |
| Gratus Capital LLC | 50,139 | $1.80M | 0.20% | −1,475−2.9% | Reduced |
| Comerica Bank | 45,724 | $1.77M | 0.01% | −125−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,950 | $1.75M | 0.02% | +2,783+6.0% | Added |
| Yousif Capital Management, LLC | 46,071 | $1.65M | 0.02% | −4,595−9.1% | Reduced |
| Credit Suisse AG | 45,888 | $1.65M | 0.00% | −5,168−10.1% | Reduced |
| PDT Partners, LLC | 45,055 | $1.61M | 0.14% | +9,355+26.2% | Added |
| National Asset Management, Inc. | 44,255 | $1.59M | 0.07% | −2,056−4.4% | Reduced |
| New York State Common Retirement Fund | 40,714 | $1.46M | 0.00% | −33,186−44.9% | Reduced |
| State of Alaska, Department of Revenue | 40,616 | $1.46M | 0.02% | +3,260+8.7% | Added |
| Formula Growth Ltd | 39,624 | $1.42M | 0.39% | 00.0% | Unchanged |
| Texas Permanent School Fund | 38,811 | $1.39M | 0.02% | +845+2.2% | Added |
| Jump Financial, LLC | 38,511 | $1.38M | 0.06% | +38,511 | New |
| Truist Financial Corp | 37,430 | $1.34M | 0.00% | +8,334+28.6% | Added |
| Price T Rowe Associates Inc | 35,680 | $1.28M | 0.00% | +339+1.0% | Added |
| Two Sigma Investments, LP | 34,923 | $1.25M | 0.00% | +34,923 | New |
| Algert Global LLC | 32,275 | $1.16M | 0.09% | 00.0% | Unchanged |
| American International Group, Inc. | 30,790 | $1.10M | 0.01% | −1,632−5.0% | Reduced |
| MetLife Investment Management | 29,958 | $1.07M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 29,378 | $1.05M | 0.00% | +3,336+12.8% | Added |