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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.

Institutional holdersQ2 2022: 239 institutions
Q1 2021: 233 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 244 institutionsQ1 2022: 248 institutionsQ2 2022: 239 institutionsQ3 2022: 251 institutionsQ4 2022: 244 institutionsQ1 2023: 256 institutionsQ2 2023: 260 institutionsQ3 2023: 261 institutionsQ4 2023: 303 institutionsQ1 2024: 310 institutionsQ2 2024: 318 institutionsQ3 2024: 335 institutionsQ4 2024: 356 institutionsQ1 2025: 352 institutionsQ2 2025: 365 institutionsQ3 2025: 382 institutionsQ4 2025: 379 institutionsQ1 2026: 387 institutionsQ2 2026: 386 institutions
Value heldQ2 2022: $1.68B
Q1 2021: $2.11BQ2 2021: $2.11BQ3 2021: $2.38BQ4 2021: $2.54BQ1 2022: $2.13BQ2 2022: $1.68BQ3 2022: $1.61BQ4 2022: $1.80BQ1 2023: $1.75BQ2 2023: $1.90BQ3 2023: $1.82BQ4 2023: $2.70BQ1 2024: $2.64BQ2 2024: $2.79BQ3 2024: $3.01BQ4 2024: $3.30BQ1 2025: $2.96BQ2 2025: $3.41BQ3 2025: $3.82BQ4 2025: $3.96BQ1 2026: $4.05BQ2 2026: $4.71B
Institutions holding AX and their total value by quarter
QuarterHoldersValue
Q2 2026386$4.71B
Q1 2026387$4.05B
Q4 2025379$3.96B
Q3 2025382$3.82B
Q2 2025365$3.41B
Q1 2025352$2.96B
Q4 2024356$3.30B
Q3 2024335$3.01B
Q2 2024318$2.79B
Q1 2024310$2.64B
Q4 2023303$2.70B
Q3 2023261$1.82B
Q2 2023260$1.90B
Q1 2023256$1.75B
Q4 2022244$1.80B
Q3 2022251$1.61B
Q2 2022239$1.68B
Q1 2022248$2.13B
Q4 2021244$2.54B
Q3 2021232$2.38B
Q2 2021233$2.11B
Q1 2021233$2.11B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2022.

Institutions holding AX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
STRS Ohio600$21.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.538$19.0K0.00%+484+896.3%Added
PrairieView Partners, LLC400$14.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.398$14.0K0.00%+191+92.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC400$14.0K0.00%+400New
Parkside Financial Bank & Trust366$13.0K0.00%+6+1.7%Added
Parallel Advisors, LLC351$13.0K0.00%00.0%Unchanged
Chilton Capital Management LLC326$12.0K0.00%+326New
Federation des caisses Desjardins du Quebec320$11.5K0.00%00.0%Unchanged
Huntington National Bank317$11.0K0.00%+317New
Exane Derivatives282$10.1K0.01%−404−58.9%Reduced
Global Retirement Partners, LLC267$10.0K0.00%+8+3.1%Added
First Horizon Advisors, Inc.175$6.00K0.00%−112−39.0%Reduced
Quadrant Capital Group LLC181$6.00K0.00%−6−3.2%Reduced
Signaturefd, LLC160$6.00K0.00%−9−5.3%Reduced
SRS Capital Advisors, Inc.174$6.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.120$4.33K0.00%00.0%Unchanged
Umb Bank N A106$4.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co100$4.00K0.00%00.0%Unchanged
Truvestments Capital LLC110$4.00K0.00%+110New
Timber Creek Capital Management LLC110$3.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC79$3.00K0.00%00.0%Unchanged
Meeder Asset Management Inc58$2.00K0.00%−67−53.6%Reduced
JFS Wealth Advisors, LLC45$2.00K0.00%+10+28.6%Added
Fieldpoint Private Securities, LLC40$1.00K0.00%−330−89.2%Reduced
Sageworth Trust Co of South Dakota37$1.00K0.00%−162−81.4%Reduced
Whittier Trust Co25$1.00K0.00%00.0%Unchanged
Gradient Investments LLC24$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC14$1.00K0.00%+1+7.7%Added
Schubert & Co31$1.00K0.00%+16+106.7%Added
Central Trust Co19$1.00K0.00%00.0%Unchanged
CoreCap Advisors, LLC21$1.00K0.00%+21New
Steward Financial Group LLC32$1.00K0.00%+32New
Covestor Ltd11$00.00%−3−21.4%Reduced
Patriot Financial Group Insurance Agency, LLC10$00.00%00.0%Unchanged
Clearview Wealth Advisors LLC5$00.00%00.0%Unchanged
Private Trust Co NA8$00.00%+8New
Bell Investment Advisors, Inc13$00.00%+13New
Sofos Investments, Inc.792––−220−21.7%Reduced
Bridgeway Capital Management, LLC0$00.00%−173,510−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−149,606−100.0%Sold out
Denali Advisors LLC0$00.00%−80,900−100.0%Sold out
Avalon Investment & Advisory0$00.00%−77,572−100.0%Sold out
Nomura Asset Management Co Ltd0$00.00%−75,328−100.0%Sold out
Laurus Investment Counsel Inc.0$00.00%−60,820−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−47,180−100.0%Sold out
HSBC Holdings PLC0$00.00%−35,208−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−17,000−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−16,400−100.0%Sold out
Group One Trading, L.P.0$00.00%−15,248−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−14,232−100.0%Sold out
Paloma Partners Management Co0$00.00%−10,697−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−6,700−100.0%Sold out
Jane Street Group, LLC0$00.00%−5,880−100.0%Sold out
Cim Investment Mangement Inc0$00.00%−5,277−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−5,192−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−5,160−100.0%Sold out
Bank Hapoalim BM0$00.00%−5,057−100.0%Sold out
Prudent Man Advisors, LLC0$00.00%−5,055−100.0%Sold out
Private Asset Management Inc0$00.00%−5,000−100.0%Sold out
Cetera Advisors LLC0$00.00%−4,810−100.0%Sold out
Choate Investment Advisors0$00.00%−4,759−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,762−100.0%Sold out
Profund Advisors LLC0$00.00%−4,562−100.0%Sold out
Raymond James Trust N.A.0$00.00%−4,527−100.0%Sold out
Trexquant Investment LP0$00.00%−4,394−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−1,939−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−1,499−100.0%Sold out
Prospera Financial Services Inc0$00.00%−288−100.0%Sold out
Clear Street Markets LLC0$00.00%−100−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−86−100.0%Sold out
Tobam0$00.00%−41−100.0%Sold out
Cordant, Inc.0$00.00%−20−100.0%Sold out
Money Concepts Capital Corp0$00.00%−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