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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 124,449 | $4.26M | 0.02% | −22,731−15.4% | Reduced |
| Swiss National Bank | 127,300 | $4.36M | 0.00% | +700+0.6% | Added |
| Raymond James & Associates | 134,254 | $4.60M | 0.00% | −44,861−25.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 142,345 | $4.87M | 0.01% | +39,096+37.9% | Added |
| Robeco Institutional Asset Management B.V. | 150,000 | $5.13M | 0.02% | −40,000−21.1% | Reduced |
| Legal & General Group Plc | 155,385 | $5.32M | 0.00% | −3,163−2.0% | Reduced |
| FIL Ltd | 157,145 | $5.38M | 0.01% | −11,442−6.8% | Reduced |
| Rhumbline Advisers | 167,061 | $5.72M | 0.01% | +6,056+3.8% | Added |
| D. E. Shaw & Co., Inc. | 167,764 | $5.74M | 0.01% | −44,902−21.1% | Reduced |
| Invesco Ltd. | 172,376 | $5.90M | 0.00% | −8,694−4.8% | Reduced |
| S&T Bank | 172,523 | $5.91M | 1.14% | −2,814−1.6% | Reduced |
| Bank of America Corp | 199,795 | $6.84M | 0.00% | +22,273+12.5% | Added |
| Goldman Sachs Group Inc | 204,405 | $7.00M | 0.00% | +76,905+60.3% | Added |
| Cubist Systematic Strategies, LLC | 207,358 | $7.10M | 0.05% | +71,031+52.1% | Added |
| Scout Investments, Inc. | 207,740 | $7.11M | 0.15% | −5,886−2.8% | Reduced |
| Ategra Capital Management, LLC | 234,247 | $8.02M | 4.28% | +90,553+63.0% | Added |
| Stieven Capital Advisors, L.P. | 251,592 | $8.61M | 1.41% | +30,000+13.5% | Added |
| Royce & Associates LP | 259,414 | $8.88M | 0.10% | +4,300+1.7% | Added |
| American Century Companies Inc | 305,196 | $10.4M | 0.01% | +26,061+9.3% | Added |
| Orchard Capital Managment, LLC | 311,750 | $10.7M | 3.99% | −157,121−33.5% | Reduced |
| Principal Financial Group Inc | 328,634 | $11.2M | 0.01% | −3,641−1.1% | Reduced |
| CCG Wealth Management, LLC | 350,244 | $12.0M | 7.33% | +350,244 | New |
| Redwood Investments, LLC | 389,565 | $13.3M | 1.79% | −91,893−19.1% | Reduced |
| Standard Life Aberdeen plc | 405,000 | $13.9M | 0.04% | −369,351−47.7% | Reduced |
| JPMorgan Chase & Co | 417,358 | $14.3M | 0.00% | +48,750+13.2% | Added |
| Basswood Capital Management, L.L.C. | 448,196 | $15.3M | 1.13% | −91,225−16.9% | Reduced |
| Shaker Investments LLC | 450,354 | $15.4M | 10.34% | +720.0% | Added |
| Nuveen Asset Management, LLC | 456,720 | $15.6M | 0.01% | −6,226−1.3% | Reduced |
| Pembroke Management, LTD | 487,262 | $16.7M | 1.85% | −8,987−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 530,218 | $18.1M | 0.01% | +33,958+6.8% | Added |
| Morgan Stanley | 544,448 | $18.6M | 0.00% | −56,126−9.3% | Reduced |
| Norges Bank | 548,282 | $18.8M | 0.00% | +24,723+4.7% | Added |
| Loomis Sayles & Co L P | 583,296 | $20.0M | 0.04% | −5,647−1.0% | Reduced |
| Millennium Management LLC | 623,004 | $21.3M | 0.03% | +339,879+120.0% | Added |
| Bank of New York Mellon Corp | 627,959 | $21.5M | 0.01% | −4,727−0.7% | Reduced |
| Rice Hall James & Associates, LLC | 671,813 | $23.0M | 1.33% | −156,310−18.9% | Reduced |
| Northern Trust Corp | 781,060 | $26.7M | 0.01% | +2030.0% | Added |
| Jarislowsky, Fraser Ltd | 781,979 | $26.8M | 0.19% | +170,348+27.9% | Added |
| Davis Asset Management, L.P. | 866,721 | $29.7M | 1.74% | +866,721 | New |
| Epoch Investment Partners, Inc. | 919,138 | $31.5M | 0.21% | −16,564−1.8% | Reduced |
| Geneva Capital Management LLC | 955,501 | $32.7M | 0.76% | +36,383+4.0% | Added |
| Geode Capital Management, LLC | 977,083 | $33.4M | 0.01% | +11,869+1.2% | Added |
| Fred Alger Management, LLC | 1,174,172 | $40.2M | 0.20% | +113,975+10.8% | Added |
| Wasatch Advisors Inc | 1,371,840 | $47.0M | 0.33% | −285,991−17.3% | Reduced |
| Ameriprise Financial Inc | 1,890,356 | $64.7M | 0.02% | −65,465−3.3% | Reduced |
| FMR LLC | 1,929,533 | $66.0M | 0.01% | +146,838+8.2% | Added |
| State Street Corp | 2,081,293 | $71.2M | 0.00% | −231,078−10.0% | Reduced |
| Dimensional Fund Advisors LP | 2,146,845 | $73.5M | 0.03% | +35,534+1.7% | Added |
| Vanguard Group Inc | 5,944,406 | $203.5M | 0.01% | +80,318+1.4% | Added |
| BlackRock Inc. | 8,565,494 | $293.2M | 0.01% | +75,256+0.9% | Added |
| Sofos Investments, Inc. | 680 | – | – | −112−14.1% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −71,195−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −20,297−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,917−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,618−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,792−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −10,814−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −10,184−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,496−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −5,843−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Davis Capital Partners, LLC | – | – | – | – | Not filed |
| Sciencast Management LP | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |