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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.

Q3 2022 vs. Q2 2022

How the institutions holding Axos Financial, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of AX: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders2394251+16
Shares46.7M880.8K47.0M+1.13M (+2.5%)
Value$1.68B$31.7M$1.61B−$39.2M (−2.4%)

4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Axos Financial, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to AX in Q3 2022
InstitutionSharesValue% of portfolio
Davis Asset Management, L.P.866,721$29.7M1.74%
CCG Wealth Management, LLC350,244$12.0M7.33%
Susquehanna Fundamental Investments, LLC81,577$2.79M0.05%
State of New Jersey Common Pension Fund D54,768$1.88M0.01%
Arrowstreet Capital, Limited Partnership43,884$1.50M0.00%
Dynamic Technology Lab Private Ltd37,900$1.30M0.13%
Virginia Retirement Systems Et Al33,700$1.15M0.01%
Schonfeld Strategic Advisors LLC31,836$1.09M0.01%
Qube Research & Technologies Ltd26,740$915.0K0.01%
Y-Intercept (Hong Kong) Ltd26,378$902.9K0.09%
Los Angeles Capital Management LLC25,383$869.0K0.00%
Jane Street Group, LLC25,011$856.0K0.00%
Graham Capital Management, L.P.24,895$852.0K0.04%
TD Asset Management Inc21,875$761.0K0.00%
Panagora Asset Management Inc19,758$676.0K0.00%
Credential Qtrade Securities Inc.16,452$563.2K0.04%
Teachers Retirement System of the State of Kentucky15,440$529.0K0.01%
Verition Fund Management LLC15,328$525.0K0.01%
Ergoteles LLC15,124$518.0K0.02%
HRT Financial LP13,118$449.0K0.00%
Balyasny Asset Management LLC12,519$429.0K0.00%
Aquatic Capital Management LLC7,400$253.0K0.02%
Point72 Hong Kong Ltd6,991$239.0K0.01%
Petrus Trust Company, LTA6,263$214.0K0.03%
Caption Management, LLC1,981$67.0K0.01%
Harel Insurance Investments & Financial Services Ltd.1,400$49.0K0.00%
Covington Capital Management300$10.0K0.00%
Wipfli Financial Advisors LLC,210$7.00K0.00%
Tobam138$5.00K0.00%
1832 Asset Management L.P.24$1.00K0.00%
Massmutual Trust Co FSB29$1.00K0.00%
Farmers & Merchants Investments Inc35$1.00K0.00%
Tucker Asset Management LLC11$4290.00%
Capital Advisors, Ltd. LLC3$00.00%
SJS Investment Consulting Inc.21$00.00%

Sold out (19)

Institutions that held Axos Financial, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of AX in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Marshall Wace, LLP71,195$2.55M
Man Group plc–$794.0K
Jacobs Levy Equity Management, Inc20,297$728.0K
Campbell & CO Investment Adviser LLC17,917$642.0K
Aigen Investment Management, LP14,618$524.0K
SG Americas Securities, LLC13,792$494.0K
Janus Henderson Group PLC10,814$388.0K
Advantage Alpha Capital Partners LP10,184$365.0K
Guggenheim Capital LLC7,496$269.0K
Redwood Investment Management, LLC5,843$209.0K
PEAK6 Investments LLC3,615$142.6K
Captrust Financial Advisors3,342$120.0K
Cutler Group LP1,063$38.0K
Simplex Trading, LLC839$30.0K
Chilton Capital Management LLC326$12.0K
Sageworth Trust Co of South Dakota37$1.00K
CoreCap Advisors, LLC21$1.00K
Steward Financial Group LLC32$1.00K
Patriot Financial Group Insurance Agency, LLC10$0

Not filed for Q3 2022 yet (4)

Institutions that held Axos Financial, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Davis Capital Partners, LLC866,721$31.1M
Sciencast Management LP13,735$573.0K
Exane Derivatives282$10.1K
Fieldpoint Private Securities, LLC40$1.00K