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 |
|---|---|---|---|---|---|
| Barclays PLC | 34,804 | $1.19M | 0.00% | +17,901+105.9% | Added |
| Virginia Retirement Systems Et Al | 33,700 | $1.15M | 0.01% | +33,700 | New |
| Schonfeld Strategic Advisors LLC | 31,836 | $1.09M | 0.01% | +31,836 | New |
| American International Group, Inc. | 31,098 | $1.06M | 0.01% | +308+1.0% | Added |
| State of Tennessee, Treasury Department | 31,045 | $1.06M | 0.01% | +11,543+59.2% | Added |
| PDT Partners, LLC | 30,919 | $1.06M | 0.16% | −14,136−31.4% | Reduced |
| MetLife Investment Management | 29,958 | $1.03M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 29,862 | $1.02M | 0.00% | +4,900+19.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 28,300 | $969.0K | 0.00% | −53,100−65.2% | Reduced |
| Citigroup Inc | 27,246 | $933.0K | 0.00% | +1,624+6.3% | Added |
| LPL Financial LLC | 27,124 | $928.0K | 0.00% | +1,213+4.7% | Added |
| Susquehanna International Group, LLP | 26,982 | $924.0K | 0.00% | +19,666+268.8% | Added |
| Price T Rowe Associates Inc | 26,764 | $917.0K | 0.00% | −8,916−25.0% | Reduced |
| Qube Research & Technologies Ltd | 26,740 | $915.0K | 0.01% | +26,740 | New |
| Russell Investments Group, Ltd. | 26,579 | $908.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 26,378 | $902.9K | 0.09% | +26,378 | 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 |
| 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 |
| Graham Capital Management, L.P. | 24,895 | $852.0K | 0.04% | +24,895 | New |
| Amalgamated Bank | 24,867 | $851.0K | 0.01% | +106+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,244 | $830.0K | 0.00% | +7,310+43.2% | Added |
| D.A. Davidson & Co. | 24,065 | $824.0K | 0.01% | −38,336−61.4% | Reduced |
| SEI Investments Co | 23,357 | $800.0K | 0.00% | +1,781+8.3% | Added |
| Two Sigma Advisers, LP | 23,016 | $788.0K | 0.00% | +9,100+65.4% | Added |
| Manufacturers Life Insurance Company, The | 22,753 | $778.8K | 0.00% | −409−1.8% | Reduced |
| Duality Advisers, LP | 22,692 | $777.0K | 0.08% | +9,490+71.9% | Added |
| Voya Investment Management LLC | 22,437 | $768.0K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 21,875 | $761.0K | 0.00% | +21,875 | New |
| Maryland State Retirement & Pension System | 21,756 | $745.0K | 0.06% | −146−0.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $719.0K | 0.12% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20,968 | $717.7K | 0.01% | +20,648+6,452.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,793 | $712.0K | 0.01% | −6,382−23.5% | Reduced |
| Advisor Group Holdings, Inc. | 20,794 | $710.0K | 0.00% | +2,170+11.7% | Added |
| Ridgewood Investments LLC | 19,963 | $683.0K | 0.57% | −300−1.5% | Reduced |
| Panagora Asset Management Inc | 19,758 | $676.0K | 0.00% | +19,758 | New |
| Natixis Advisors, L.P. | 19,536 | $669.0K | 0.00% | +3,113+19.0% | Added |
| Ensign Peak Advisors, Inc | 19,071 | $653.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,908 | $647.0K | 0.00% | +42+0.2% | Added |
| BerganKDV Wealth Management, LLC | 18,443 | $631.0K | 0.08% | +470+2.6% | Added |
| Oregon Public Employees Retirement Fund | 17,732 | $607.0K | 0.01% | +203+1.2% | Added |
| Tower Research Capital LLC (TRC) | 17,210 | $589.0K | 0.01% | +15,258+781.7% | Added |
| Credential Qtrade Securities Inc. | 16,452 | $563.2K | 0.04% | +16,452 | New |
| Cornercap Investment Counsel Inc | 16,372 | $560.0K | 0.11% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 15,440 | $529.0K | 0.01% | +15,440 | New |
| Verition Fund Management LLC | 15,328 | $525.0K | 0.01% | +15,328 | New |
| Ergoteles LLC | 15,124 | $518.0K | 0.02% | +15,124 | New |
| Arizona State Retirement System | 14,592 | $499.0K | 0.01% | +79+0.5% | Added |
| First Republic Investment Management, Inc. | 14,483 | $496.0K | 0.00% | −812−5.3% | Reduced |
| Oppenheimer Asset Management Inc. | 14,333 | $491.0K | 0.01% | +1,965+15.9% | Added |
| HRT Financial LP | 13,118 | $449.0K | 0.00% | +13,118 | New |
| Nisa Investment Advisors, LLC | 12,644 | $444.0K | 0.00% | −206−1.6% | Reduced |
| Balyasny Asset Management LLC | 12,519 | $429.0K | 0.00% | +12,519 | New |
| Capital Fund Management S.A. | 12,456 | $426.4K | 0.01% | −4,055−24.6% | Reduced |
| Holocene Advisors, LP | 11,591 | $397.0K | 0.00% | −17,746−60.5% | Reduced |
| Commonwealth Equity Services, LLC | 11,564 | $395.0K | 0.00% | +136+1.2% | Added |
| Orion Capital Management LLC | 11,100 | $380.0K | 0.31% | −800−6.7% | 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 |
| State of Wisconsin Investment Board | 10,012 | $343.0K | 0.00% | −3,506−25.9% | Reduced |
| Handelsbanken Fonder AB | 9,995 | $342.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 9,100 | $311.0K | 0.01% | −500−5.2% | Reduced |
| Van Hulzen Asset Management, LLC | 9,026 | $309.0K | 0.04% | +304+3.5% | Added |
| Everence Capital Management Inc | 8,590 | $294.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,529 | $292.0K | 0.02% | −48,340−85.0% | Reduced |
| Public Employees Retirement Association of Colorado | 8,494 | $291.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 8,400 | $287.0K | 0.00% | +7,800+1,300.0% | Added |
| Creative Planning | 8,290 | $284.0K | 0.00% | −8,272−49.9% | Reduced |
| Eqis Capital Management, Inc. | 8,162 | $279.4K | 0.03% | +124+1.5% | Added |
| Mission Creek Capital Partners, Inc. | 8,080 | $277.0K | 0.10% | −300−3.6% | Reduced |
| Alpha Cubed Investments, LLC | 7,900 | $270.0K | 0.02% | −2,000−20.2% | Reduced |
| ProShare Advisors LLC | 7,768 | $267.0K | 0.00% | −211−2.6% | Reduced |
| Teacher Retirement System of Texas | 7,692 | $263.0K | 0.00% | −706−8.4% | Reduced |
| Aquatic Capital Management LLC | 7,400 | $253.0K | 0.02% | +7,400 | New |
| Hancock Whitney Corp | 7,242 | $248.0K | 0.01% | −171−2.3% | Reduced |
| Point72 Hong Kong Ltd | 6,991 | $239.0K | 0.01% | +6,991 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $236.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,866 | $235.0K | 0.01% | +161+2.4% | Added |
| Quantinno Capital Management LP | 6,622 | $227.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Quantbot Technologies LP | 6,328 | $216.0K | 0.02% | −5,454−46.3% | Reduced |
| Petrus Trust Company, LTA | 6,263 | $214.0K | 0.03% | +6,263 | New |
| Mutual Advisors, LLC | 5,966 | $204.0K | 0.01% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 5,892 | $202.0K | 0.01% | −38−0.6% | Reduced |
| Wells Fargo & Company | 5,843 | $200.0K | 0.00% | −412−6.6% | Reduced |
| Clearstead Advisors, LLC | 5,520 | $189.0K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5,000 | $171.0K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 4,798 | $164.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,474 | $153.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,423 | $151.0K | 0.00% | −670−13.2% | Reduced |
| CWM, LLC | 3,893 | $133.0K | 0.00% | +127+3.4% | Added |
| Earnest Partners LLC | 3,600 | $123.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,341 | $114.4K | 0.01% | −282−7.8% | Reduced |
| IFP Advisors, Inc | 2,455 | $106.0K | 0.00% | +688+38.9% | Added |
| US Bancorp | 2,480 | $85.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,281 | $78.0K | 0.00% | +36+1.6% | Added |
| Sageworth Trust Co | 2,159 | $74.0K | 0.01% | −3,294−60.4% | Reduced |
| Caption Management, LLC | 1,981 | $67.0K | 0.01% | +1,981 | New |