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, 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
- $1.68B
- −$431.6M (−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 | $4.71B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | −3−21.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $0 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 13 | $0 | 0.00% | +13 | New |
| Fieldpoint Private Securities, LLC | 40 | $1.00K | 0.00% | −330−89.2% | Reduced |
| Sageworth Trust Co of South Dakota | 37 | $1.00K | 0.00% | −162−81.4% | Reduced |
| Whittier Trust Co | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $1.00K | 0.00% | +1+7.7% | Added |
| Schubert & Co | 31 | $1.00K | 0.00% | +16+106.7% | Added |
| Central Trust Co | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Steward Financial Group LLC | 32 | $1.00K | 0.00% | +32 | New |
| Meeder Asset Management Inc | 58 | $2.00K | 0.00% | −67−53.6% | Reduced |
| JFS Wealth Advisors, LLC | 45 | $2.00K | 0.00% | +10+28.6% | Added |
| Timber Creek Capital Management LLC | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 110 | $4.00K | 0.00% | +110 | New |
| TD Waterhouse Canada Inc. | 120 | $4.33K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 175 | $6.00K | 0.00% | −112−39.0% | Reduced |
| Quadrant Capital Group LLC | 181 | $6.00K | 0.00% | −6−3.2% | Reduced |
| Signaturefd, LLC | 160 | $6.00K | 0.00% | −9−5.3% | Reduced |
| SRS Capital Advisors, Inc. | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 267 | $10.0K | 0.00% | +8+3.1% | Added |
| Exane Derivatives | 282 | $10.1K | 0.01% | −404−58.9% | Reduced |
| Huntington National Bank | 317 | $11.0K | 0.00% | +317 | New |
| Federation des caisses Desjardins du Quebec | 320 | $11.5K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 326 | $12.0K | 0.00% | +326 | New |
| Parkside Financial Bank & Trust | 366 | $13.0K | 0.00% | +6+1.7% | Added |
| Parallel Advisors, LLC | 351 | $13.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 398 | $14.0K | 0.00% | +191+92.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $14.0K | 0.00% | +400 | New |
| Rockefeller Capital Management L.P. | 538 | $19.0K | 0.00% | +484+896.3% | Added |
| Essex Investment Management Co LLC | 577 | $21.0K | 0.00% | −48,545−98.8% | Reduced |
| STRS Ohio | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 700 | $25.0K | 0.01% | 00.0% | Unchanged |
| New Century Advisors, LLC | 689 | $25.0K | 0.03% | +249+56.6% | Added |
| Lazard Asset Management LLC | 738 | $26.0K | 0.00% | +738 | New |
| National Bank of Canada | 765 | $27.0K | 0.00% | +560+273.2% | Added |
| State of Wyoming | 812 | $29.0K | 0.02% | −944−53.8% | Reduced |
| Simplex Trading, LLC | 839 | $30.0K | 0.00% | −1,664−66.5% | Reduced |
| Macquarie Group Ltd | 845 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,063 | $38.0K | 0.01% | −557−34.4% | Reduced |
| Sutton Wealth Advisors Inc. | 1,285 | $46.1K | 0.02% | +351+37.6% | Added |
| Oakworth Capital, Inc. | 1,305 | $47.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,606 | $58.0K | 0.00% | +154+10.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,724 | $62.0K | 0.00% | +885+105.5% | Added |
| Tower Research Capital LLC (TRC) | 1,952 | $70.0K | 0.00% | +1,068+120.8% | Added |
| IFP Advisors, Inc | 1,767 | $79.0K | 0.00% | −510−22.4% | Reduced |
| Fifth Third Bancorp | 2,245 | $81.0K | 0.00% | +964+75.3% | Added |
| US Bancorp | 2,480 | $89.0K | 0.00% | −800−24.4% | Reduced |
| UBS Group AG | 2,943 | $105.0K | 0.00% | −3,975−57.5% | Reduced |
| Captrust Financial Advisors | 3,342 | $120.0K | 0.00% | −116−3.4% | Reduced |
| Earnest Partners LLC | 3,600 | $129.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,623 | $129.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,766 | $135.0K | 0.00% | −62−1.6% | Reduced |
| PEAK6 Investments LLC | 3,615 | $142.6K | 0.00% | +3,615 | New |
| Ameritas Investment Partners, Inc. | 4,474 | $160.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 4,798 | $172.0K | 0.00% | +4,798 | New |
| Bourgeon Capital Management LLC | 5,000 | $179.0K | 0.05% | +5,000 | New |
| The PNC Financial Services Group, Inc. | 5,093 | $183.0K | 0.00% | −1,652−24.5% | Reduced |
| Sageworth Trust Co | 5,453 | $195.0K | 0.02% | +5,386+8,038.8% | Added |
| Clearstead Advisors, LLC | 5,520 | $198.0K | 0.02% | −1,500−21.4% | Reduced |
| Bank of Montreal | 5,401 | $203.0K | 0.00% | −10,357−65.7% | Reduced |
| Redwood Investment Management, LLC | 5,843 | $209.0K | 0.04% | −496−7.8% | Reduced |
| Ziegler Capital Management, LLC | 5,930 | $213.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,966 | $214.0K | 0.01% | −437−6.8% | Reduced |
| Wells Fargo & Company | 6,255 | $224.0K | 0.00% | −27,751−81.6% | Reduced |
| Merit Financial Group, LLC | 6,294 | $226.0K | 0.01% | +6,294 | New |
| Quantinno Capital Management LP | 6,622 | $237.0K | 0.03% | +20+0.3% | Added |
| Walleye Capital LLC | 6,705 | $240.0K | 0.01% | +6,705 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $247.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,316 | $262.0K | 0.00% | −1,635−18.3% | Reduced |
| Hancock Whitney Corp | 7,413 | $266.0K | 0.01% | −368−4.7% | Reduced |
| Guggenheim Capital LLC | 7,496 | $269.0K | 0.00% | +3,151+72.5% | Added |
| ProShare Advisors LLC | 7,979 | $286.0K | 0.00% | −4,595−36.5% | Reduced |
| Eqis Capital Management, Inc. | 8,038 | $288.2K | 0.03% | +174+2.2% | Added |
| Mission Creek Capital Partners, Inc. | 8,380 | $300.0K | 0.10% | −210−2.4% | Reduced |
| Teacher Retirement System of Texas | 8,398 | $301.0K | 0.00% | −2,596−23.6% | Reduced |
| Public Employees Retirement Association of Colorado | 8,494 | $305.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,590 | $308.0K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 8,722 | $313.0K | 0.04% | −4,798−35.5% | Reduced |
| Mutual of America Capital Management LLC | 9,018 | $323.0K | 0.00% | +1,302+16.9% | Added |
| AlphaCrest Capital Management LLC | 9,564 | $343.0K | 0.02% | −17,533−64.7% | Reduced |
| Pinnacle Associates Ltd | 9,600 | $344.0K | 0.01% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 9,900 | $355.0K | 0.03% | +100+1.0% | Added |
| Handelsbanken Fonder AB | 9,995 | $358.0K | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 10,184 | $365.0K | 0.06% | −788−7.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,565 | $379.0K | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,814 | $388.0K | 0.00% | +15+0.1% | Added |
| Commonwealth Equity Services, LLC | 11,428 | $409.0K | 0.00% | +86+0.8% | Added |
| Quantbot Technologies LP | 11,782 | $422.0K | 0.04% | +1,347+12.9% | Added |
| Orion Capital Management LLC | 11,900 | $427.0K | 0.33% | −400−3.3% | Reduced |
| Oppenheimer Asset Management Inc. | 12,368 | $443.0K | 0.01% | +1,410+12.9% | Added |
| Nisa Investment Advisors, LLC | 12,850 | $461.0K | 0.00% | +580+4.7% | Added |
| Duality Advisers, LP | 13,202 | $473.0K | 0.05% | +13,202 | New |