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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 13,518 | $485.0K | 0.00% | −323,282−96.0% | Reduced |
| SG Americas Securities, LLC | 13,792 | $494.0K | 0.01% | +10,456+313.4% | Added |
| Two Sigma Advisers, LP | 13,916 | $499.0K | 0.00% | +13,916 | New |
| Arizona State Retirement System | 14,513 | $520.0K | 0.01% | +39+0.3% | Added |
| Aigen Investment Management, LP | 14,618 | $524.0K | 0.09% | +5,787+65.5% | Added |
| First Republic Investment Management, Inc. | 15,295 | $548.0K | 0.00% | −379−2.4% | Reduced |
| Sciencast Management LP | 13,735 | $573.0K | 0.13% | +13,735 | New |
| Cornercap Investment Counsel Inc | 16,372 | $587.0K | 0.10% | +16,372 | New |
| Natixis Advisors, L.P. | 16,423 | $589.0K | 0.00% | +5,190+46.2% | Added |
| Capital Fund Management S.A. | 16,511 | $591.9K | 0.02% | +16,511 | New |
| Creative Planning | 16,562 | $594.0K | 0.00% | +10,003+152.5% | Added |
| Barclays PLC | 16,903 | $606.0K | 0.00% | −28,749−63.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,934 | $607.0K | 0.00% | +16,934 | New |
| Oregon Public Employees Retirement Fund | 17,529 | $628.0K | 0.01% | −2,700−13.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,917 | $642.0K | 0.17% | +13,317+289.5% | Added |
| BerganKDV Wealth Management, LLC | 17,973 | $644.0K | 0.07% | +1,326+8.0% | Added |
| Advisor Group Holdings, Inc. | 18,624 | $668.0K | 0.00% | +3,142+20.3% | Added |
| Stifel Financial Corp | 18,866 | $676.0K | 0.00% | −1,220−6.1% | Reduced |
| Ensign Peak Advisors, Inc | 19,071 | $684.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 19,502 | $699.0K | 0.00% | −2,089−9.7% | Reduced |
| Victory Capital Management Inc | 19,711 | $707.0K | 0.00% | +338+1.7% | Added |
| Ridgewood Investments LLC | 20,263 | $726.0K | 0.57% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 20,297 | $728.0K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 21,000 | $753.0K | 0.12% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,902 | $785.0K | 0.03% | +428+2.0% | Added |
| Man Group plc | – | $794.0K | 0.00% | – | – |
| SEI Investments Co | 21,576 | $796.0K | 0.00% | +1,679+8.4% | Added |
| Voya Investment Management LLC | 22,437 | $804.0K | 0.00% | −440−1.9% | Reduced |
| Manufacturers Life Insurance Company, The | 23,162 | $830.4K | 0.00% | −34−0.1% | Reduced |
| Amalgamated Bank | 24,761 | $888.0K | 0.01% | +26+0.1% | Added |
| New York State Teachers Retirement System | 24,962 | $895.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 25,012 | $897.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 25,622 | $918.0K | 0.00% | −22,739−47.0% | Reduced |
| LPL Financial LLC | 25,911 | $929.0K | 0.00% | +2,439+10.4% | Added |
| Russell Investments Group, Ltd. | 26,579 | $952.0K | 0.00% | −9,755−26.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,175 | $974.0K | 0.02% | −592−2.1% | Reduced |
| Louisiana State Employees Retirement System | 26,000 | $1.01M | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 28,141 | $1.01M | 0.08% | +22,175+371.7% | Added |
| Holocene Advisors, LP | 29,337 | $1.05M | 0.01% | +29,337 | New |
| BNP Paribas Arbitrage, SA | 29,378 | $1.05M | 0.00% | +3,336+12.8% | Added |
| MetLife Investment Management | 29,958 | $1.07M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 30,790 | $1.10M | 0.01% | −1,632−5.0% | Reduced |
| Algert Global LLC | 32,275 | $1.16M | 0.09% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 34,923 | $1.25M | 0.00% | +34,923 | New |
| Price T Rowe Associates Inc | 35,680 | $1.28M | 0.00% | +339+1.0% | Added |
| Truist Financial Corp | 37,430 | $1.34M | 0.00% | +8,334+28.6% | Added |
| Jump Financial, LLC | 38,511 | $1.38M | 0.06% | +38,511 | New |
| Texas Permanent School Fund | 38,811 | $1.39M | 0.02% | +845+2.2% | Added |
| Formula Growth Ltd | 39,624 | $1.42M | 0.39% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 40,616 | $1.46M | 0.02% | +3,260+8.7% | Added |
| New York State Common Retirement Fund | 40,714 | $1.46M | 0.00% | −33,186−44.9% | Reduced |
| National Asset Management, Inc. | 44,255 | $1.59M | 0.07% | −2,056−4.4% | Reduced |
| PDT Partners, LLC | 45,055 | $1.61M | 0.14% | +9,355+26.2% | Added |
| Credit Suisse AG | 45,888 | $1.65M | 0.00% | −5,168−10.1% | Reduced |
| Yousif Capital Management, LLC | 46,071 | $1.65M | 0.02% | −4,595−9.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,950 | $1.75M | 0.02% | +2,783+6.0% | Added |
| Comerica Bank | 45,724 | $1.77M | 0.01% | −125−0.3% | Reduced |
| Gratus Capital LLC | 50,139 | $1.80M | 0.20% | −1,475−2.9% | Reduced |
| Thrivent Financial for Lutherans | 52,754 | $1.89M | 0.01% | +9,159+21.0% | Added |
| UBS Asset Management Americas Inc | 52,764 | $1.89M | 0.00% | −4,250−7.5% | Reduced |
| Great West Life Assurance Co | 52,793 | $1.89M | 0.00% | +6,599+14.3% | Added |
| First Trust Advisors LP | 54,154 | $1.94M | 0.00% | −122−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 54,842 | $1.97M | 0.02% | +54,842 | New |
| Engineers Gate Manager LP | 56,869 | $2.04M | 0.07% | +56,869 | New |
| Raymond James Financial Services Advisors, Inc. | 59,753 | $2.14M | 0.00% | +18,147+43.6% | Added |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.22M | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 62,401 | $2.24M | 0.03% | −15,047−19.4% | Reduced |
| Federated Hermes, Inc. | 67,046 | $2.40M | 0.01% | +67,046 | New |
| Envestnet Asset Management Inc | 67,588 | $2.42M | 0.00% | −10.0% | Reduced |
| California State Teachers Retirement System | 70,379 | $2.52M | 0.00% | +393+0.6% | Added |
| Marshall Wace, LLP | 71,195 | $2.55M | 0.01% | +44,269+164.4% | Added |
| Kennedy Capital Management, Inc. | 75,417 | $2.70M | 0.08% | +3,720+5.2% | Added |
| Prudential Financial Inc | 77,751 | $2.79M | 0.00% | −457−0.6% | Reduced |
| Gator Capital Management, LLC | 78,880 | $2.83M | 2.37% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 81,400 | $2.92M | 0.01% | +81,400 | New |
| Squarepoint Ops LLC | 81,750 | $2.93M | 0.03% | +15,335+23.1% | Added |
| Deutsche Bank AG | 82,631 | $2.96M | 0.00% | −4,907−5.6% | Reduced |
| First Eagle Investment Management, LLC | 85,471 | $3.06M | 0.01% | +36,957+76.2% | Added |
| Alliancebernstein L.P. | 89,710 | $3.22M | 0.00% | +5,095+6.0% | Added |
| Public Sector Pension Investment Board | 99,401 | $3.56M | 0.03% | −555−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 103,249 | $3.70M | 0.01% | −58,779−36.3% | Reduced |
| Foundry Partners, LLC | 107,622 | $3.86M | 0.23% | +3,125+3.0% | Added |
| Connors Investor Services Inc | 108,194 | $3.88M | 0.49% | −4,549−4.0% | Reduced |
| Bragg Financial Advisors, Inc | 108,233 | $3.88M | 0.26% | −110,316−50.5% | Reduced |
| Royal Bank of Canada | 114,516 | $4.11M | 0.00% | −1,070−0.9% | Reduced |
| Wellington Management Group LLP | 125,101 | $4.49M | 0.00% | −2,070−1.6% | Reduced |
| Swiss National Bank | 126,600 | $4.54M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 127,500 | $4.57M | 0.00% | +49,646+63.8% | Added |
| Cubist Systematic Strategies, LLC | 136,327 | $4.89M | 0.04% | +30,620+29.0% | Added |
| Ategra Capital Management, LLC | 143,694 | $5.15M | 2.73% | +98,714+219.5% | Added |
| Ci Investments Inc. | 147,180 | $5.28M | 0.02% | −28,637−16.3% | Reduced |
| Legal & General Group Plc | 158,548 | $5.68M | 0.00% | +4,205+2.7% | Added |
| Rhumbline Advisers | 161,005 | $5.77M | 0.01% | +8,313+5.4% | Added |
| FIL Ltd | 168,587 | $6.04M | 0.01% | −8,467−4.8% | Reduced |
| Renaissance Technologies LLC | 170,700 | $6.12M | 0.01% | +170,700 | New |
| Voloridge Investment Management, LLC | 172,801 | $6.20M | 0.03% | +145,236+526.9% | Added |
| S&T Bank | 175,337 | $6.29M | 1.10% | +750.0% | Added |
| Bank of America Corp | 177,522 | $6.36M | 0.00% | +25,347+16.7% | Added |
| Raymond James & Associates | 179,115 | $6.42M | 0.01% | −4,059−2.2% | Reduced |
| Invesco Ltd. | 181,070 | $6.49M | 0.00% | +9,166+5.3% | Added |