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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 190,000 | $6.81M | 0.02% | −260,000−57.8% | Reduced |
| Assenagon Asset Management S.A. | 204,908 | $7.35M | 0.03% | +204,908 | New |
| Citadel Advisors LLC | 208,133 | $7.46M | 0.01% | +96,938+87.2% | Added |
| D. E. Shaw & Co., Inc. | 212,666 | $7.62M | 0.01% | +27,528+14.9% | Added |
| Scout Investments, Inc. | 213,626 | $7.66M | 0.15% | +37,288+21.1% | Added |
| Stieven Capital Advisors, L.P. | 221,592 | $7.94M | 1.25% | +4,900+2.3% | Added |
| Royce & Associates LP | 255,114 | $9.15M | 0.09% | +2,000+0.8% | Added |
| American Century Companies Inc | 279,135 | $10.0M | 0.01% | +60,753+27.8% | Added |
| Millennium Management LLC | 283,125 | $10.2M | 0.01% | −8,775−3.0% | Reduced |
| Principal Financial Group Inc | 332,275 | $11.9M | 0.01% | −65,031−16.4% | Reduced |
| JPMorgan Chase & Co | 368,608 | $13.2M | 0.00% | −61,922−14.4% | Reduced |
| Shaker Investments LLC | 450,282 | $16.1M | 10.26% | −16,148−3.5% | Reduced |
| Nuveen Asset Management, LLC | 462,946 | $16.6M | 0.01% | +184,367+66.2% | Added |
| Redwood Investments, LLC | 481,458 | $17.3M | 1.92% | +63,556+15.2% | Added |
| Pembroke Management, LTD | 496,249 | $17.8M | 1.84% | −3,101−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 496,260 | $17.8M | 0.01% | +16,700+3.5% | Added |
| Norges Bank | 523,559 | $18.8M | 0.00% | +15,748+3.1% | Added |
| Basswood Capital Management, L.L.C. | 539,421 | $19.3M | 1.22% | +539,421 | New |
| Orchard Capital Managment, LLC | 468,871 | $19.4M | 6.07% | +12,300+2.7% | Added |
| Loomis Sayles & Co L P | 588,943 | $21.1M | 0.04% | −103,712−15.0% | Reduced |
| Morgan Stanley | 600,574 | $21.5M | 0.00% | +298,829+99.0% | Added |
| Jarislowsky, Fraser Ltd | 611,631 | $21.9M | 0.14% | +611,631 | New |
| Bank of New York Mellon Corp | 632,686 | $22.7M | 0.01% | −30,789−4.6% | Reduced |
| Northern Trust Corp | 780,857 | $28.0M | 0.01% | −8,514−1.1% | Reduced |
| Standard Life Aberdeen plc | 774,351 | $28.3M | 0.09% | −37,708−4.6% | Reduced |
| Rice Hall James & Associates, LLC | 828,123 | $29.7M | 1.44% | −31,007−3.6% | Reduced |
| Davis Capital Partners, LLC | 866,721 | $31.1M | 1.77% | +91,721+11.8% | Added |
| Geneva Capital Management LLC | 919,118 | $33.0M | 0.76% | −10,542−1.1% | Reduced |
| Epoch Investment Partners, Inc. | 935,702 | $33.5M | 0.20% | −2890.0% | Reduced |
| Geode Capital Management, LLC | 965,214 | $34.6M | 0.01% | +5,341+0.6% | Added |
| Fred Alger Management, LLC | 1,060,197 | $38.0M | 0.18% | +139,776+15.2% | Added |
| Wasatch Advisors Inc | 1,657,831 | $59.4M | 0.38% | −173,971−9.5% | Reduced |
| FMR LLC | 1,782,695 | $63.9M | 0.01% | +56,365+3.3% | Added |
| Ameriprise Financial Inc | 1,955,821 | $70.1M | 0.02% | −48,904−2.4% | Reduced |
| Dimensional Fund Advisors LP | 2,111,311 | $75.7M | 0.03% | +22,984+1.1% | Added |
| State Street Corp | 2,312,371 | $82.9M | 0.00% | +142,385+6.6% | Added |
| Vanguard Group Inc | 5,864,088 | $210.2M | 0.01% | +71,285+1.2% | Added |
| BlackRock Inc. | 8,490,238 | $304.4M | 0.01% | −237,371−2.7% | Reduced |
| Sofos Investments, Inc. | 792 | – | – | −220−21.7% | Reduced |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −173,510−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −149,606−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −80,900−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −77,572−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −75,328−100.0% | Sold out |
| Laurus Investment Counsel Inc. | 0 | $0 | 0.00% | −60,820−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −47,180−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −35,208−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −15,248−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,232−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,697−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,880−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −5,277−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −5,192−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −5,160−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −5,055−100.0% | Sold out |
| Private Asset Management Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,810−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,762−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,562−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −4,527−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |