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 |
|---|---|---|---|---|---|
| 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 |
| B. Metzler seel. Sohn & Co. AG | 27,175 | $974.0K | 0.02% | −592−2.1% | Reduced |
| Russell Investments Group, Ltd. | 26,579 | $952.0K | 0.00% | −9,755−26.8% | Reduced |
| LPL Financial LLC | 25,911 | $929.0K | 0.00% | +2,439+10.4% | Added |
| Citigroup Inc | 25,622 | $918.0K | 0.00% | −22,739−47.0% | Reduced |
| State Board of Administration of Florida Retirement System | 25,012 | $897.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 24,962 | $895.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 24,761 | $888.0K | 0.01% | +26+0.1% | Added |
| Manufacturers Life Insurance Company, The | 23,162 | $830.4K | 0.00% | −34−0.1% | Reduced |
| Voya Investment Management LLC | 22,437 | $804.0K | 0.00% | −440−1.9% | Reduced |
| SEI Investments Co | 21,576 | $796.0K | 0.00% | +1,679+8.4% | Added |
| Man Group plc | – | $794.0K | 0.00% | – | – |
| Maryland State Retirement & Pension System | 21,902 | $785.0K | 0.03% | +428+2.0% | Added |
| NJ State Employees Deferred Compensation Plan | 21,000 | $753.0K | 0.12% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 20,297 | $728.0K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 20,263 | $726.0K | 0.57% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,711 | $707.0K | 0.00% | +338+1.7% | Added |
| State of Tennessee, Treasury Department | 19,502 | $699.0K | 0.00% | −2,089−9.7% | Reduced |
| Ensign Peak Advisors, Inc | 19,071 | $684.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,866 | $676.0K | 0.00% | −1,220−6.1% | Reduced |
| Advisor Group Holdings, Inc. | 18,624 | $668.0K | 0.00% | +3,142+20.3% | Added |
| BerganKDV Wealth Management, LLC | 17,973 | $644.0K | 0.07% | +1,326+8.0% | Added |
| Campbell & CO Investment Adviser LLC | 17,917 | $642.0K | 0.17% | +13,317+289.5% | Added |
| Oregon Public Employees Retirement Fund | 17,529 | $628.0K | 0.01% | −2,700−13.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,934 | $607.0K | 0.00% | +16,934 | New |
| Barclays PLC | 16,903 | $606.0K | 0.00% | −28,749−63.0% | Reduced |
| Creative Planning | 16,562 | $594.0K | 0.00% | +10,003+152.5% | Added |
| Capital Fund Management S.A. | 16,511 | $591.9K | 0.02% | +16,511 | New |
| Natixis Advisors, L.P. | 16,423 | $589.0K | 0.00% | +5,190+46.2% | Added |
| Cornercap Investment Counsel Inc | 16,372 | $587.0K | 0.10% | +16,372 | New |
| Sciencast Management LP | 13,735 | $573.0K | 0.13% | +13,735 | New |
| First Republic Investment Management, Inc. | 15,295 | $548.0K | 0.00% | −379−2.4% | Reduced |
| Aigen Investment Management, LP | 14,618 | $524.0K | 0.09% | +5,787+65.5% | Added |
| Arizona State Retirement System | 14,513 | $520.0K | 0.01% | +39+0.3% | Added |
| Two Sigma Advisers, LP | 13,916 | $499.0K | 0.00% | +13,916 | New |
| SG Americas Securities, LLC | 13,792 | $494.0K | 0.01% | +10,456+313.4% | Added |
| State of Wisconsin Investment Board | 13,518 | $485.0K | 0.00% | −323,282−96.0% | Reduced |
| Duality Advisers, LP | 13,202 | $473.0K | 0.05% | +13,202 | New |
| Nisa Investment Advisors, LLC | 12,850 | $461.0K | 0.00% | +580+4.7% | Added |
| Oppenheimer Asset Management Inc. | 12,368 | $443.0K | 0.01% | +1,410+12.9% | Added |
| Orion Capital Management LLC | 11,900 | $427.0K | 0.33% | −400−3.3% | Reduced |
| Quantbot Technologies LP | 11,782 | $422.0K | 0.04% | +1,347+12.9% | Added |
| Commonwealth Equity Services, LLC | 11,428 | $409.0K | 0.00% | +86+0.8% | Added |
| Janus Henderson Group PLC | 10,814 | $388.0K | 0.00% | +15+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 10,565 | $379.0K | 0.04% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 10,184 | $365.0K | 0.06% | −788−7.2% | Reduced |
| Handelsbanken Fonder AB | 9,995 | $358.0K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 9,900 | $355.0K | 0.03% | +100+1.0% | Added |
| Pinnacle Associates Ltd | 9,600 | $344.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 9,564 | $343.0K | 0.02% | −17,533−64.7% | Reduced |
| Mutual of America Capital Management LLC | 9,018 | $323.0K | 0.00% | +1,302+16.9% | Added |
| Van Hulzen Asset Management, LLC | 8,722 | $313.0K | 0.04% | −4,798−35.5% | Reduced |
| Everence Capital Management Inc | 8,590 | $308.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,494 | $305.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,398 | $301.0K | 0.00% | −2,596−23.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,380 | $300.0K | 0.10% | −210−2.4% | Reduced |
| Eqis Capital Management, Inc. | 8,038 | $288.2K | 0.03% | +174+2.2% | Added |
| ProShare Advisors LLC | 7,979 | $286.0K | 0.00% | −4,595−36.5% | Reduced |
| Guggenheim Capital LLC | 7,496 | $269.0K | 0.00% | +3,151+72.5% | Added |
| Hancock Whitney Corp | 7,413 | $266.0K | 0.01% | −368−4.7% | Reduced |
| Susquehanna International Group, LLP | 7,316 | $262.0K | 0.00% | −1,635−18.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $247.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,705 | $240.0K | 0.01% | +6,705 | New |
| Quantinno Capital Management LP | 6,622 | $237.0K | 0.03% | +20+0.3% | Added |
| Merit Financial Group, LLC | 6,294 | $226.0K | 0.01% | +6,294 | New |
| Wells Fargo & Company | 6,255 | $224.0K | 0.00% | −27,751−81.6% | Reduced |
| Mutual Advisors, LLC | 5,966 | $214.0K | 0.01% | −437−6.8% | Reduced |
| Ziegler Capital Management, LLC | 5,930 | $213.0K | 0.01% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 5,843 | $209.0K | 0.04% | −496−7.8% | Reduced |
| Bank of Montreal | 5,401 | $203.0K | 0.00% | −10,357−65.7% | Reduced |
| Clearstead Advisors, LLC | 5,520 | $198.0K | 0.02% | −1,500−21.4% | Reduced |
| Sageworth Trust Co | 5,453 | $195.0K | 0.02% | +5,386+8,038.8% | Added |
| The PNC Financial Services Group, Inc. | 5,093 | $183.0K | 0.00% | −1,652−24.5% | Reduced |
| Bourgeon Capital Management LLC | 5,000 | $179.0K | 0.05% | +5,000 | New |
| KBC Group NV | 4,798 | $172.0K | 0.00% | +4,798 | New |
| Ameritas Investment Partners, Inc. | 4,474 | $160.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,615 | $142.6K | 0.00% | +3,615 | New |
| CWM, LLC | 3,766 | $135.0K | 0.00% | −62−1.6% | Reduced |
| Metropolitan Life Insurance Co | 3,623 | $129.9K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,600 | $129.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,342 | $120.0K | 0.00% | −116−3.4% | Reduced |
| UBS Group AG | 2,943 | $105.0K | 0.00% | −3,975−57.5% | Reduced |
| US Bancorp | 2,480 | $89.0K | 0.00% | −800−24.4% | Reduced |
| Fifth Third Bancorp | 2,245 | $81.0K | 0.00% | +964+75.3% | Added |
| IFP Advisors, Inc | 1,767 | $79.0K | 0.00% | −510−22.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,952 | $70.0K | 0.00% | +1,068+120.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,724 | $62.0K | 0.00% | +885+105.5% | Added |
| Public Employees Retirement System of Ohio | 1,606 | $58.0K | 0.00% | +154+10.6% | Added |
| Oakworth Capital, Inc. | 1,305 | $47.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,285 | $46.1K | 0.02% | +351+37.6% | Added |
| Cutler Group LP | 1,063 | $38.0K | 0.01% | −557−34.4% | 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 |
| State of Wyoming | 812 | $29.0K | 0.02% | −944−53.8% | Reduced |
| National Bank of Canada | 765 | $27.0K | 0.00% | +560+273.2% | Added |
| Lazard Asset Management LLC | 738 | $26.0K | 0.00% | +738 | New |
| 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 |
| Essex Investment Management Co LLC | 577 | $21.0K | 0.00% | −48,545−98.8% | Reduced |