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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 14,483 | $496.0K | 0.00% | −812−5.3% | Reduced |
| Arizona State Retirement System | 14,592 | $499.0K | 0.01% | +79+0.5% | Added |
| Ergoteles LLC | 15,124 | $518.0K | 0.02% | +15,124 | New |
| Verition Fund Management LLC | 15,328 | $525.0K | 0.01% | +15,328 | New |
| Teachers Retirement System of the State of Kentucky | 15,440 | $529.0K | 0.01% | +15,440 | New |
| Cornercap Investment Counsel Inc | 16,372 | $560.0K | 0.11% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 16,452 | $563.2K | 0.04% | +16,452 | New |
| Tower Research Capital LLC (TRC) | 17,210 | $589.0K | 0.01% | +15,258+781.7% | Added |
| Oregon Public Employees Retirement Fund | 17,732 | $607.0K | 0.01% | +203+1.2% | Added |
| BerganKDV Wealth Management, LLC | 18,443 | $631.0K | 0.08% | +470+2.6% | Added |
| Stifel Financial Corp | 18,908 | $647.0K | 0.00% | +42+0.2% | Added |
| Ensign Peak Advisors, Inc | 19,071 | $653.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 19,536 | $669.0K | 0.00% | +3,113+19.0% | Added |
| Panagora Asset Management Inc | 19,758 | $676.0K | 0.00% | +19,758 | New |
| Ridgewood Investments LLC | 19,963 | $683.0K | 0.57% | −300−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 20,794 | $710.0K | 0.00% | +2,170+11.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,793 | $712.0K | 0.01% | −6,382−23.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,968 | $717.7K | 0.01% | +20,648+6,452.5% | Added |
| NJ State Employees Deferred Compensation Plan | 21,000 | $719.0K | 0.12% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,756 | $745.0K | 0.06% | −146−0.7% | Reduced |
| TD Asset Management Inc | 21,875 | $761.0K | 0.00% | +21,875 | New |
| Voya Investment Management LLC | 22,437 | $768.0K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 22,692 | $777.0K | 0.08% | +9,490+71.9% | Added |
| Manufacturers Life Insurance Company, The | 22,753 | $778.8K | 0.00% | −409−1.8% | Reduced |
| Two Sigma Advisers, LP | 23,016 | $788.0K | 0.00% | +9,100+65.4% | Added |
| SEI Investments Co | 23,357 | $800.0K | 0.00% | +1,781+8.3% | Added |
| D.A. Davidson & Co. | 24,065 | $824.0K | 0.01% | −38,336−61.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,244 | $830.0K | 0.00% | +7,310+43.2% | Added |
| Amalgamated Bank | 24,867 | $851.0K | 0.01% | +106+0.4% | Added |
| Graham Capital Management, L.P. | 24,895 | $852.0K | 0.04% | +24,895 | New |
| State Board of Administration of Florida Retirement System | 25,012 | $856.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 25,011 | $856.0K | 0.00% | +25,011 | New |
| Louisiana State Employees Retirement System | 25,400 | $869.0K | 0.03% | −600−2.3% | Reduced |
| Los Angeles Capital Management LLC | 25,383 | $869.0K | 0.00% | +25,383 | New |
| Y-Intercept (Hong Kong) Ltd | 26,378 | $902.9K | 0.09% | +26,378 | New |
| Russell Investments Group, Ltd. | 26,579 | $908.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 26,740 | $915.0K | 0.01% | +26,740 | New |
| Price T Rowe Associates Inc | 26,764 | $917.0K | 0.00% | −8,916−25.0% | Reduced |
| Susquehanna International Group, LLP | 26,982 | $924.0K | 0.00% | +19,666+268.8% | Added |
| LPL Financial LLC | 27,124 | $928.0K | 0.00% | +1,213+4.7% | Added |
| Citigroup Inc | 27,246 | $933.0K | 0.00% | +1,624+6.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 28,300 | $969.0K | 0.00% | −53,100−65.2% | Reduced |
| New York State Teachers Retirement System | 29,862 | $1.02M | 0.00% | +4,900+19.6% | Added |
| MetLife Investment Management | 29,958 | $1.03M | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 30,919 | $1.06M | 0.16% | −14,136−31.4% | Reduced |
| State of Tennessee, Treasury Department | 31,045 | $1.06M | 0.01% | +11,543+59.2% | Added |
| American International Group, Inc. | 31,098 | $1.06M | 0.01% | +308+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 31,836 | $1.09M | 0.01% | +31,836 | New |
| Virginia Retirement Systems Et Al | 33,700 | $1.15M | 0.01% | +33,700 | New |
| Barclays PLC | 34,804 | $1.19M | 0.00% | +17,901+105.9% | Added |
| State of Alaska, Department of Revenue | 36,854 | $1.26M | 0.02% | −3,762−9.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 37,900 | $1.30M | 0.13% | +37,900 | New |
| Texas Permanent School Fund | 38,265 | $1.31M | 0.02% | −546−1.4% | Reduced |
| Jump Financial, LLC | 38,400 | $1.31M | 0.05% | −111−0.3% | Reduced |
| Occudo Quantitative Strategies LP | 38,980 | $1.33M | 0.10% | +10,839+38.5% | Added |
| Formula Growth Ltd | 39,624 | $1.36M | 0.39% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 41,219 | $1.41M | 0.00% | +505+1.2% | Added |
| Comerica Bank | 40,649 | $1.42M | 0.01% | −5,075−11.1% | Reduced |
| Truist Financial Corp | 41,593 | $1.42M | 0.00% | +4,163+11.1% | Added |
| UBS Asset Management Americas Inc | 41,889 | $1.43M | 0.00% | −10,875−20.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 43,884 | $1.50M | 0.00% | +43,884 | New |
| Yousif Capital Management, LLC | 44,740 | $1.53M | 0.02% | −1,331−2.9% | Reduced |
| National Asset Management, Inc. | 46,005 | $1.57M | 0.05% | +1,750+4.0% | Added |
| Credit Suisse AG | 46,215 | $1.58M | 0.00% | +327+0.7% | Added |
| BNP Paribas Arbitrage, SA | 47,155 | $1.61M | 0.00% | +17,777+60.5% | Added |
| AlphaCrest Capital Management LLC | 47,722 | $1.63M | 0.10% | +38,158+399.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,474 | $1.66M | 0.02% | −476−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 49,966 | $1.71M | 0.00% | −9,787−16.4% | Reduced |
| Gratus Capital LLC | 50,139 | $1.72M | 0.18% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 53,431 | $1.83M | 0.02% | −1,411−2.6% | Reduced |
| Bank of Montreal | 40,099 | $1.86M | 0.00% | +34,698+642.4% | Added |
| State of New Jersey Common Pension Fund D | 54,768 | $1.88M | 0.01% | +54,768 | New |
| Thrivent Financial for Lutherans | 54,996 | $1.88M | 0.01% | +2,242+4.2% | Added |
| Squarepoint Ops LLC | 56,023 | $1.92M | 0.02% | −25,727−31.5% | Reduced |
| Great West Life Assurance Co | 59,476 | $2.04M | 0.01% | +6,683+12.7% | Added |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.12M | 0.13% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 63,834 | $2.19M | 0.01% | −141,074−68.8% | Reduced |
| First Eagle Investment Management, LLC | 63,971 | $2.19M | 0.01% | −21,500−25.2% | Reduced |
| California State Teachers Retirement System | 68,841 | $2.36M | 0.00% | −1,538−2.2% | Reduced |
| Two Sigma Investments, LP | 70,597 | $2.42M | 0.01% | +35,674+102.2% | Added |
| Federated Hermes, Inc. | 75,135 | $2.57M | 0.01% | +8,089+12.1% | Added |
| Kennedy Capital Management, Inc. | 75,555 | $2.59M | 0.08% | +138+0.2% | Added |
| Envestnet Asset Management Inc | 75,604 | $2.59M | 0.00% | +8,016+11.9% | Added |
| Renaissance Technologies LLC | 76,600 | $2.62M | 0.00% | −94,100−55.1% | Reduced |
| Deutsche Bank AG | 76,978 | $2.63M | 0.00% | −5,653−6.8% | Reduced |
| Prudential Financial Inc | 77,010 | $2.64M | 0.00% | −741−1.0% | Reduced |
| First Trust Advisors LP | 77,504 | $2.65M | 0.00% | +23,350+43.1% | Added |
| Gator Capital Management, LLC | 78,880 | $2.70M | 2.26% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 81,577 | $2.79M | 0.05% | +81,577 | New |
| Algert Global LLC | 82,957 | $2.84M | 0.17% | +50,682+157.0% | Added |
| Voloridge Investment Management, LLC | 92,379 | $3.16M | 0.02% | −80,422−46.5% | Reduced |
| Public Sector Pension Investment Board | 97,521 | $3.34M | 0.03% | −1,880−1.9% | Reduced |
| Bragg Financial Advisors, Inc | 104,914 | $3.59M | 0.25% | −3,319−3.1% | Reduced |
| Foundry Partners, LLC | 106,727 | $3.65M | 0.23% | −895−0.8% | Reduced |
| Citadel Advisors LLC | 106,879 | $3.66M | 0.00% | −101,254−48.6% | Reduced |
| Connors Investor Services Inc | 107,110 | $3.67M | 0.48% | −1,084−1.0% | Reduced |
| Alliancebernstein L.P. | 108,107 | $3.70M | 0.00% | +18,397+20.5% | Added |
| Royal Bank of Canada | 121,439 | $4.16M | 0.00% | +6,923+6.0% | Added |
| Victory Capital Management Inc | 122,179 | $4.18M | 0.00% | +102,468+519.9% | Added |
| Wellington Management Group LLP | 123,929 | $4.24M | 0.00% | −1,172−0.9% | Reduced |