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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 9 | $0 | 0.00% | −5−35.7% | Reduced |
| Private Trust Co NA | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | −5−45.5% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 21 | $0 | 0.00% | +21 | New |
| Tucker Asset Management LLC | 11 | $429 | 0.00% | +11 | New |
| Rockefeller Capital Management L.P. | 32 | $1.00K | 0.00% | −506−94.1% | Reduced |
| Central Trust Co | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 43 | $1.00K | 0.00% | +12+38.7% | Added |
| 1832 Asset Management L.P. | 24 | $1.00K | 0.00% | +24 | New |
| Massmutual Trust Co FSB | 29 | $1.00K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 35 | $1.00K | 0.00% | +35 | New |
| Meeder Asset Management Inc | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $2.00K | 0.00% | +8+17.8% | Added |
| Timber Creek Capital Management LLC | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 129 | $4.60K | 0.00% | +9+7.5% | Added |
| Signaturefd, LLC | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 138 | $5.00K | 0.00% | +138 | New |
| SRS Capital Advisors, Inc. | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 176 | $6.00K | 0.00% | +1+0.6% | Added |
| Quadrant Capital Group LLC | 189 | $6.00K | 0.00% | +8+4.4% | Added |
| Wipfli Financial Advisors LLC, | 210 | $7.00K | 0.00% | +210 | New |
| Covington Capital Management | 300 | $10.0K | 0.00% | +300 | New |
| Global Retirement Partners, LLC | 273 | $11.0K | 0.00% | +6+2.2% | Added |
| Parkside Financial Bank & Trust | 352 | $12.0K | 0.00% | −14−3.8% | Reduced |
| Parallel Advisors, LLC | 362 | $12.0K | 0.00% | +11+3.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 376 | $13.0K | 0.00% | +276+276.0% | Added |
| TCI Wealth Advisors, Inc. | 402 | $14.0K | 0.00% | +4+1.0% | Added |
| PrairieView Partners, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 577 | $20.0K | 0.00% | 00.0% | Unchanged |
| New Century Advisors, LLC | 701 | $24.0K | 0.03% | +12+1.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 700 | $24.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 738 | $25.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 754 | $26.0K | 0.01% | −58−7.1% | Reduced |
| Macquarie Group Ltd | 0 | $29.0K | 0.00% | −845−100.0% | Reduced |
| National Bank of Canada | 918 | $31.0K | 0.00% | +153+20.0% | Added |
| Huntington National Bank | 1,051 | $36.0K | 0.00% | +734+231.5% | Added |
| Sutton Wealth Advisors Inc. | 1,262 | $43.2K | 0.02% | −23−1.8% | Reduced |
| Oakworth Capital, Inc. | 1,305 | $45.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,400 | $49.0K | 0.00% | +1,400 | New |
| Steward Partners Investment Advisory, LLC | 1,724 | $59.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,738 | $59.0K | 0.00% | +132+8.2% | Added |
| Caption Management, LLC | 1,981 | $67.0K | 0.01% | +1,981 | New |
| Sageworth Trust Co | 2,159 | $74.0K | 0.01% | −3,294−60.4% | Reduced |
| Fifth Third Bancorp | 2,281 | $78.0K | 0.00% | +36+1.6% | Added |
| US Bancorp | 2,480 | $85.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,455 | $106.0K | 0.00% | +688+38.9% | Added |
| Metropolitan Life Insurance Co | 3,341 | $114.4K | 0.01% | −282−7.8% | Reduced |
| Earnest Partners LLC | 3,600 | $123.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,893 | $133.0K | 0.00% | +127+3.4% | Added |
| The PNC Financial Services Group, Inc. | 4,423 | $151.0K | 0.00% | −670−13.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,474 | $153.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 4,798 | $164.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5,000 | $171.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,520 | $189.0K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,843 | $200.0K | 0.00% | −412−6.6% | Reduced |
| Ziegler Capital Management, LLC | 5,892 | $202.0K | 0.01% | −38−0.6% | Reduced |
| Mutual Advisors, LLC | 5,966 | $204.0K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 6,263 | $214.0K | 0.03% | +6,263 | New |
| Quantbot Technologies LP | 6,328 | $216.0K | 0.02% | −5,454−46.3% | Reduced |
| Merit Financial Group, LLC | 6,362 | $218.0K | 0.01% | +68+1.1% | Added |
| UBS Group AG | 6,374 | $218.0K | 0.00% | +3,431+116.6% | Added |
| Quantinno Capital Management LP | 6,622 | $227.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,866 | $235.0K | 0.01% | +161+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $236.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 6,991 | $239.0K | 0.01% | +6,991 | New |
| Hancock Whitney Corp | 7,242 | $248.0K | 0.01% | −171−2.3% | Reduced |
| Aquatic Capital Management LLC | 7,400 | $253.0K | 0.02% | +7,400 | New |
| Teacher Retirement System of Texas | 7,692 | $263.0K | 0.00% | −706−8.4% | Reduced |
| ProShare Advisors LLC | 7,768 | $267.0K | 0.00% | −211−2.6% | Reduced |
| Alpha Cubed Investments, LLC | 7,900 | $270.0K | 0.02% | −2,000−20.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,080 | $277.0K | 0.10% | −300−3.6% | Reduced |
| Eqis Capital Management, Inc. | 8,162 | $279.4K | 0.03% | +124+1.5% | Added |
| Creative Planning | 8,290 | $284.0K | 0.00% | −8,272−49.9% | Reduced |
| STRS Ohio | 8,400 | $287.0K | 0.00% | +7,800+1,300.0% | Added |
| Public Employees Retirement Association of Colorado | 8,494 | $291.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,529 | $292.0K | 0.02% | −48,340−85.0% | Reduced |
| Everence Capital Management Inc | 8,590 | $294.0K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9,026 | $309.0K | 0.04% | +304+3.5% | Added |
| Pinnacle Associates Ltd | 9,100 | $311.0K | 0.01% | −500−5.2% | Reduced |
| Handelsbanken Fonder AB | 9,995 | $342.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,012 | $343.0K | 0.00% | −3,506−25.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,565 | $362.0K | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 10,585 | $362.0K | 0.00% | +1,567+17.4% | Added |
| Orion Capital Management LLC | 11,100 | $380.0K | 0.31% | −800−6.7% | Reduced |
| Commonwealth Equity Services, LLC | 11,564 | $395.0K | 0.00% | +136+1.2% | Added |
| Holocene Advisors, LP | 11,591 | $397.0K | 0.00% | −17,746−60.5% | Reduced |
| Capital Fund Management S.A. | 12,456 | $426.4K | 0.01% | −4,055−24.6% | Reduced |
| Balyasny Asset Management LLC | 12,519 | $429.0K | 0.00% | +12,519 | New |
| Nisa Investment Advisors, LLC | 12,644 | $444.0K | 0.00% | −206−1.6% | Reduced |
| HRT Financial LP | 13,118 | $449.0K | 0.00% | +13,118 | New |
| Oppenheimer Asset Management Inc. | 14,333 | $491.0K | 0.01% | +1,965+15.9% | Added |