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; 391 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Axos Financial, Inc. as of Sep 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
- 251
- +16 vs. Q2 2022
- Shares held
- 47.0M
- +1.13M (+2.5%) vs. Q2 2022
- Total value
- $1.61B
- −$39.2M (−2.4%) vs. Q2 2022
- New holders
- 35
- 88 more added
- Sold out
- 19
- 84 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 391 | $4.71B |
| Q1 2026 | 390 | $4.05B |
| Q4 2025 | 382 | $3.96B |
| Q3 2025 | 385 | $3.82B |
| Q2 2025 | 368 | $3.41B |
| Q1 2025 | 355 | $2.96B |
| Q4 2024 | 358 | $3.30B |
| Q3 2024 | 336 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,565,494 | $293.2M | 0.01% | +75,256+0.9% | Added |
| Vanguard Group Inc | 5,944,406 | $203.5M | 0.01% | +80,318+1.4% | Added |
| Dimensional Fund Advisors LP | 2,146,845 | $73.5M | 0.03% | +35,534+1.7% | Added |
| State Street Corp | 2,081,293 | $71.2M | 0.00% | −231,078−10.0% | Reduced |
| FMR LLC | 1,929,533 | $66.0M | 0.01% | +146,838+8.2% | Added |
| Ameriprise Financial Inc | 1,890,356 | $64.7M | 0.02% | −65,465−3.3% | Reduced |
| Wasatch Advisors Inc | 1,371,840 | $47.0M | 0.33% | −285,991−17.3% | Reduced |
| Fred Alger Management, LLC | 1,174,172 | $40.2M | 0.20% | +113,975+10.8% | Added |
| Geode Capital Management, LLC | 977,083 | $33.4M | 0.01% | +11,869+1.2% | Added |
| Geneva Capital Management LLC | 955,501 | $32.7M | 0.76% | +36,383+4.0% | Added |
| Epoch Investment Partners, Inc. | 919,138 | $31.5M | 0.21% | −16,564−1.8% | Reduced |
| Davis Asset Management, L.P. | 866,721 | $29.7M | 1.74% | +866,721 | New |
| Jarislowsky, Fraser Ltd | 781,979 | $26.8M | 0.19% | +170,348+27.9% | Added |
| Northern Trust Corp | 781,060 | $26.7M | 0.01% | +2030.0% | Added |
| Rice Hall James & Associates, LLC | 671,813 | $23.0M | 1.33% | −156,310−18.9% | Reduced |
| Bank of New York Mellon Corp | 627,959 | $21.5M | 0.01% | −4,727−0.7% | Reduced |
| Millennium Management LLC | 623,004 | $21.3M | 0.03% | +339,879+120.0% | Added |
| Loomis Sayles & Co L P | 583,296 | $20.0M | 0.04% | −5,647−1.0% | Reduced |
| Norges Bank | 548,282 | $18.8M | 0.00% | +24,723+4.7% | Added |
| Morgan Stanley | 544,448 | $18.6M | 0.00% | −56,126−9.3% | Reduced |
| Charles Schwab Investment Management Inc | 530,218 | $18.1M | 0.01% | +33,958+6.8% | Added |
| Pembroke Management, LTD | 487,262 | $16.7M | 1.85% | −8,987−1.8% | Reduced |
| Nuveen Asset Management, LLC | 456,720 | $15.6M | 0.01% | −6,226−1.3% | Reduced |
| Shaker Investments LLC | 450,354 | $15.4M | 10.34% | +720.0% | Added |
| Basswood Capital Management, L.L.C. | 448,196 | $15.3M | 1.13% | −91,225−16.9% | Reduced |
| JPMorgan Chase & Co | 417,358 | $14.3M | 0.00% | +48,750+13.2% | Added |
| Standard Life Aberdeen plc | 405,000 | $13.9M | 0.04% | −369,351−47.7% | Reduced |
| Redwood Investments, LLC | 389,565 | $13.3M | 1.79% | −91,893−19.1% | Reduced |
| CCG Wealth Management, LLC | 350,244 | $12.0M | 7.33% | +350,244 | New |
| Principal Financial Group Inc | 328,634 | $11.2M | 0.01% | −3,641−1.1% | Reduced |
| Orchard Capital Managment, LLC | 311,750 | $10.7M | 3.99% | −157,121−33.5% | Reduced |
| American Century Companies Inc | 305,196 | $10.4M | 0.01% | +26,061+9.3% | Added |
| Royce & Associates LP | 259,414 | $8.88M | 0.10% | +4,300+1.7% | Added |
| Stieven Capital Advisors, L.P. | 251,592 | $8.61M | 1.41% | +30,000+13.5% | Added |
| Ategra Capital Management, LLC | 234,247 | $8.02M | 4.28% | +90,553+63.0% | Added |
| Scout Investments, Inc. | 207,740 | $7.11M | 0.15% | −5,886−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 207,358 | $7.10M | 0.05% | +71,031+52.1% | Added |
| Goldman Sachs Group Inc | 204,405 | $7.00M | 0.00% | +76,905+60.3% | Added |
| Bank of America Corp | 199,795 | $6.84M | 0.00% | +22,273+12.5% | Added |
| S&T Bank | 172,523 | $5.91M | 1.14% | −2,814−1.6% | Reduced |
| Invesco Ltd. | 172,376 | $5.90M | 0.00% | −8,694−4.8% | Reduced |
| D. E. Shaw & Co., Inc. | 167,764 | $5.74M | 0.01% | −44,902−21.1% | Reduced |
| Rhumbline Advisers | 167,061 | $5.72M | 0.01% | +6,056+3.8% | Added |
| FIL Ltd | 157,145 | $5.38M | 0.01% | −11,442−6.8% | Reduced |
| Legal & General Group Plc | 155,385 | $5.32M | 0.00% | −3,163−2.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 150,000 | $5.13M | 0.02% | −40,000−21.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 142,345 | $4.87M | 0.01% | +39,096+37.9% | Added |
| Raymond James & Associates | 134,254 | $4.60M | 0.00% | −44,861−25.0% | Reduced |
| Swiss National Bank | 127,300 | $4.36M | 0.00% | +700+0.6% | Added |
| Ci Investments Inc. | 124,449 | $4.26M | 0.02% | −22,731−15.4% | Reduced |
| Wellington Management Group LLP | 123,929 | $4.24M | 0.00% | −1,172−0.9% | Reduced |
| Victory Capital Management Inc | 122,179 | $4.18M | 0.00% | +102,468+519.9% | Added |
| Royal Bank of Canada | 121,439 | $4.16M | 0.00% | +6,923+6.0% | Added |
| Alliancebernstein L.P. | 108,107 | $3.70M | 0.00% | +18,397+20.5% | Added |
| Connors Investor Services Inc | 107,110 | $3.67M | 0.48% | −1,084−1.0% | Reduced |
| Citadel Advisors LLC | 106,879 | $3.66M | 0.00% | −101,254−48.6% | Reduced |
| Foundry Partners, LLC | 106,727 | $3.65M | 0.23% | −895−0.8% | Reduced |
| Bragg Financial Advisors, Inc | 104,914 | $3.59M | 0.25% | −3,319−3.1% | Reduced |
| Public Sector Pension Investment Board | 97,521 | $3.34M | 0.03% | −1,880−1.9% | Reduced |
| Voloridge Investment Management, LLC | 92,379 | $3.16M | 0.02% | −80,422−46.5% | Reduced |
| Algert Global LLC | 82,957 | $2.84M | 0.17% | +50,682+157.0% | Added |
| Susquehanna Fundamental Investments, LLC | 81,577 | $2.79M | 0.05% | +81,577 | New |
| Gator Capital Management, LLC | 78,880 | $2.70M | 2.26% | 00.0% | Unchanged |
| First Trust Advisors LP | 77,504 | $2.65M | 0.00% | +23,350+43.1% | Added |
| Prudential Financial Inc | 77,010 | $2.64M | 0.00% | −741−1.0% | Reduced |
| Deutsche Bank AG | 76,978 | $2.63M | 0.00% | −5,653−6.8% | Reduced |
| Renaissance Technologies LLC | 76,600 | $2.62M | 0.00% | −94,100−55.1% | Reduced |
| Envestnet Asset Management Inc | 75,604 | $2.59M | 0.00% | +8,016+11.9% | Added |
| Kennedy Capital Management, Inc. | 75,555 | $2.59M | 0.08% | +138+0.2% | Added |
| Federated Hermes, Inc. | 75,135 | $2.57M | 0.01% | +8,089+12.1% | Added |
| Two Sigma Investments, LP | 70,597 | $2.42M | 0.01% | +35,674+102.2% | Added |
| California State Teachers Retirement System | 68,841 | $2.36M | 0.00% | −1,538−2.2% | Reduced |
| First Eagle Investment Management, LLC | 63,971 | $2.19M | 0.01% | −21,500−25.2% | Reduced |
| Assenagon Asset Management S.A. | 63,834 | $2.19M | 0.01% | −141,074−68.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.12M | 0.13% | 00.0% | Unchanged |
| Great West Life Assurance Co | 59,476 | $2.04M | 0.01% | +6,683+12.7% | Added |
| Squarepoint Ops LLC | 56,023 | $1.92M | 0.02% | −25,727−31.5% | Reduced |
| Thrivent Financial for Lutherans | 54,996 | $1.88M | 0.01% | +2,242+4.2% | Added |
| State of New Jersey Common Pension Fund D | 54,768 | $1.88M | 0.01% | +54,768 | New |
| Bank of Montreal | 40,099 | $1.86M | 0.00% | +34,698+642.4% | Added |
| Brandywine Global Investment Management, LLC | 53,431 | $1.83M | 0.02% | −1,411−2.6% | Reduced |
| Gratus Capital LLC | 50,139 | $1.72M | 0.18% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 49,966 | $1.71M | 0.00% | −9,787−16.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,474 | $1.66M | 0.02% | −476−1.0% | Reduced |
| AlphaCrest Capital Management LLC | 47,722 | $1.63M | 0.10% | +38,158+399.0% | Added |
| BNP Paribas Arbitrage, SA | 47,155 | $1.61M | 0.00% | +17,777+60.5% | Added |
| Credit Suisse AG | 46,215 | $1.58M | 0.00% | +327+0.7% | Added |
| National Asset Management, Inc. | 46,005 | $1.57M | 0.05% | +1,750+4.0% | Added |
| Yousif Capital Management, LLC | 44,740 | $1.53M | 0.02% | −1,331−2.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 43,884 | $1.50M | 0.00% | +43,884 | New |
| UBS Asset Management Americas Inc | 41,889 | $1.43M | 0.00% | −10,875−20.6% | Reduced |
| Truist Financial Corp | 41,593 | $1.42M | 0.00% | +4,163+11.1% | Added |
| Comerica Bank | 40,649 | $1.42M | 0.01% | −5,075−11.1% | Reduced |
| New York State Common Retirement Fund | 41,219 | $1.41M | 0.00% | +505+1.2% | Added |
| Formula Growth Ltd | 39,624 | $1.36M | 0.39% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 38,980 | $1.33M | 0.10% | +10,839+38.5% | Added |
| Jump Financial, LLC | 38,400 | $1.31M | 0.05% | −111−0.3% | Reduced |
| Texas Permanent School Fund | 38,265 | $1.31M | 0.02% | −546−1.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 37,900 | $1.30M | 0.13% | +37,900 | New |
| State of Alaska, Department of Revenue | 36,854 | $1.26M | 0.02% | −3,762−9.3% | Reduced |