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; 391 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Axos Financial, Inc. as of Dec 31, 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
- 244
- −4 vs. Q3 2022
- Shares held
- 47.1M
- +118.4K (+0.3%) vs. Q3 2022
- Total value
- $1.80B
- +$191.6M (+11.9%) vs. Q3 2022
- New holders
- 27
- 90 more added
- Sold out
- 31
- 80 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 391 | $4.71B |
| Q1 2026 | 390 | $4.05B |
| Q4 2025 | 382 | $3.96B |
| Q3 2025 | 385 | $3.82B |
| Q2 2025 | 368 | $3.41B |
| Q1 2025 | 355 | $2.96B |
| Q4 2024 | 358 | $3.30B |
| Q3 2024 | 336 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,835,340 | $337.7M | 0.01% | +269,846+3.2% | Added |
| Vanguard Group Inc | 6,371,676 | $243.5M | 0.01% | +427,270+7.2% | Added |
| Dimensional Fund Advisors LP | 2,293,138 | $87.6M | 0.03% | +146,293+6.8% | Added |
| State Street Corp | 2,184,946 | $83.5M | 0.00% | +103,653+5.0% | Added |
| FMR LLC | 1,982,950 | $75.8M | 0.01% | +53,417+2.8% | Added |
| Ameriprise Financial Inc | 1,441,711 | $55.1M | 0.02% | −448,645−23.7% | Reduced |
| Wasatch Advisors Inc | 1,378,138 | $52.7M | 0.35% | +6,298+0.5% | Added |
| Fred Alger Management, LLC | 1,095,455 | $41.9M | 0.23% | −78,717−6.7% | Reduced |
| Geode Capital Management, LLC | 1,022,943 | $39.1M | 0.01% | +45,860+4.7% | Added |
| Davis Asset Management, L.P. | 1,012,237 | $38.7M | 2.16% | +145,516+16.8% | Added |
| Geneva Capital Management LLC | 955,690 | $36.5M | 0.82% | +1890.0% | Added |
| Jarislowsky, Fraser Ltd | 890,487 | $34.0M | 0.22% | +108,508+13.9% | Added |
| Epoch Investment Partners, Inc. | 881,483 | $33.7M | 0.20% | −37,655−4.1% | Reduced |
| Northern Trust Corp | 790,405 | $30.2M | 0.01% | +9,345+1.2% | Added |
| Rice Hall James & Associates, LLC | 669,948 | $25.6M | 1.47% | −1,865−0.3% | Reduced |
| Bank of New York Mellon Corp | 645,852 | $24.7M | 0.01% | +17,893+2.8% | Added |
| Loomis Sayles & Co L P | 587,621 | $22.5M | 0.04% | +4,325+0.7% | Added |
| Morgan Stanley | 575,877 | $22.0M | 0.00% | +31,429+5.8% | Added |
| Millennium Management LLC | 564,055 | $21.6M | 0.02% | −58,949−9.5% | Reduced |
| Charles Schwab Investment Management Inc | 563,553 | $21.5M | 0.01% | +33,335+6.3% | Added |
| Norges Bank | 548,282 | $21.0M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 512,577 | $19.6M | 0.01% | +55,857+12.2% | Added |
| Pembroke Management, LTD | 480,549 | $18.4M | 1.96% | −6,713−1.4% | Reduced |
| Shaker Investments LLC | 473,126 | $18.1M | 11.22% | +22,772+5.1% | Added |
| Basswood Capital Management, L.L.C. | 467,621 | $17.9M | 1.32% | +19,425+4.3% | Added |
| American Century Companies Inc | 409,109 | $15.6M | 0.01% | +103,913+34.0% | Added |
| Goldman Sachs Group Inc | 408,106 | $15.6M | 0.00% | +203,701+99.7% | Added |
| Redwood Investments, LLC | 381,740 | $14.6M | 1.95% | −7,825−2.0% | Reduced |
| JPMorgan Chase & Co | 372,526 | $14.2M | 0.00% | −44,832−10.7% | Reduced |
| CCG Wealth Management, LLC | 370,884 | $14.2M | 7.88% | +20,640+5.9% | Added |
| Principal Financial Group Inc | 326,955 | $12.5M | 0.01% | −1,679−0.5% | Reduced |
| Orchard Capital Managment, LLC | 311,750 | $11.9M | 3.99% | 00.0% | Unchanged |
| Citadel Advisors LLC | 277,521 | $10.6M | 0.01% | +170,642+159.7% | Added |
| Royce & Associates LP | 271,562 | $10.4M | 0.11% | +12,148+4.7% | Added |
| Ategra Capital Management, LLC | 251,054 | $9.60M | 5.04% | +16,807+7.2% | Added |
| Stieven Capital Advisors, L.P. | 218,333 | $8.34M | 1.50% | −33,259−13.2% | Reduced |
| Scout Investments, Inc. | 213,579 | $8.16M | 0.17% | +5,839+2.8% | Added |
| Bank of America Corp | 204,257 | $7.81M | 0.00% | +4,462+2.2% | Added |
| Rhumbline Advisers | 172,931 | $6.61M | 0.01% | +5,870+3.5% | Added |
| S&T Bank | 171,996 | $6.57M | 1.21% | −527−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 170,256 | $6.51M | 0.06% | −37,102−17.9% | Reduced |
| D. E. Shaw & Co., Inc. | 163,754 | $6.26M | 0.01% | −4,010−2.4% | Reduced |
| Legal & General Group Plc | 156,947 | $6.00M | 0.00% | +1,562+1.0% | Added |
| Invesco Ltd. | 153,786 | $5.88M | 0.00% | −18,590−10.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 148,837 | $5.69M | 0.01% | +6,492+4.6% | Added |
| FIL Ltd | 142,360 | $5.44M | 0.01% | −14,785−9.4% | Reduced |
| Wellington Management Group LLP | 133,822 | $5.11M | 0.00% | +9,893+8.0% | Added |
| Royal Bank of Canada | 133,405 | $5.10M | 0.00% | +11,966+9.9% | Added |
| Raymond James & Associates | 131,509 | $5.03M | 0.00% | −2,745−2.0% | Reduced |
| Swiss National Bank | 130,000 | $4.97M | 0.00% | +2,700+2.1% | Added |
| Victory Capital Management Inc | 122,513 | $4.68M | 0.01% | +334+0.3% | Added |
| Foundry Partners, LLC | 119,991 | $4.59M | 0.25% | +13,264+12.4% | Added |
| Ci Investments Inc. | 113,449 | $4.34M | 0.02% | −11,000−8.8% | Reduced |
| Alliancebernstein L.P. | 111,583 | $4.26M | 0.00% | +3,476+3.2% | Added |
| Connors Investor Services Inc | 107,235 | $4.10M | 0.51% | +125+0.1% | Added |
| Gator Capital Management, LLC | 106,080 | $4.05M | 2.98% | +27,200+34.5% | Added |
| Bragg Financial Advisors, Inc | 104,590 | $4.00M | 0.24% | −324−0.3% | Reduced |
| Two Sigma Investments, LP | 100,739 | $3.85M | 0.01% | +30,142+42.7% | Added |
| Public Sector Pension Investment Board | 97,148 | $3.71M | 0.03% | −373−0.4% | Reduced |
| Voloridge Investment Management, LLC | 96,948 | $3.71M | 0.02% | +4,569+4.9% | Added |
| Prudential Financial Inc | 76,476 | $2.92M | 0.00% | −534−0.7% | Reduced |
| Kennedy Capital Management, Inc. | 75,407 | $2.88M | 0.08% | −148−0.2% | Reduced |
| Envestnet Asset Management Inc | 71,897 | $2.75M | 0.00% | −3,707−4.9% | Reduced |
| California State Teachers Retirement System | 69,698 | $2.66M | 0.00% | +857+1.2% | Added |
| Algert Global LLC | 67,662 | $2.59M | 0.14% | −15,295−18.4% | Reduced |
| Assenagon Asset Management S.A. | 64,869 | $2.48M | 0.01% | +1,035+1.6% | Added |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.37M | 0.15% | 00.0% | Unchanged |
| First Trust Advisors LP | 60,609 | $2.32M | 0.00% | −16,895−21.8% | Reduced |
| Two Sigma Advisers, LP | 60,416 | $2.31M | 0.01% | +37,400+162.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,149 | $2.18M | 0.02% | +8,675+17.9% | Added |
| Thrivent Financial for Lutherans | 54,774 | $2.09M | 0.01% | −222−0.4% | Reduced |
| Great West Life Assurance Co | 54,348 | $2.08M | 0.01% | −5,128−8.6% | Reduced |
| Brandywine Global Investment Management, LLC | 51,877 | $1.98M | 0.02% | −1,554−2.9% | Reduced |
| Bank of Montreal | 50,943 | $1.97M | 0.00% | +10,844+27.0% | Added |
| Gratus Capital LLC | 49,943 | $1.91M | 0.16% | −196−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 45,516 | $1.74M | 0.00% | −4,450−8.9% | Reduced |
| Credit Suisse AG | 44,104 | $1.69M | 0.00% | −2,111−4.6% | Reduced |
| National Asset Management, Inc. | 43,972 | $1.68M | 0.05% | −2,033−4.4% | Reduced |
| Virginia Retirement Systems Et Al | 42,800 | $1.64M | 0.02% | +9,100+27.0% | Added |
| Los Angeles Capital Management LLC | 42,153 | $1.61M | 0.01% | +16,770+66.1% | Added |
| UBS Asset Management Americas Inc | 41,889 | $1.60M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 41,187 | $1.57M | 0.00% | −32−0.1% | Reduced |
| TD Asset Management Inc | 40,829 | $1.56M | 0.00% | +18,954+86.6% | Added |
| First Eagle Investment Management, LLC | 40,003 | $1.53M | 0.00% | −23,968−37.5% | Reduced |
| Truist Financial Corp | 39,804 | $1.52M | 0.00% | −1,789−4.3% | Reduced |
| Formula Growth Ltd | 39,624 | $1.51M | 0.44% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 37,193 | $1.42M | 0.02% | +339+0.9% | Added |
| Texas Permanent School Fund | 35,900 | $1.37M | 0.02% | −2,365−6.2% | Reduced |
| Citigroup Inc | 34,234 | $1.31M | 0.00% | +6,988+25.6% | Added |
| Deutsche Bank AG | 33,996 | $1.30M | 0.00% | −42,982−55.8% | Reduced |
| Yousif Capital Management, LLC | 33,943 | $1.30M | 0.02% | −10,797−24.1% | Reduced |
| Comerica Bank | 31,663 | $1.29M | 0.01% | −8,986−22.1% | Reduced |
| LPL Financial LLC | 33,246 | $1.27M | 0.00% | +6,122+22.6% | Added |
| Susquehanna Fundamental Investments, LLC | 31,451 | $1.20M | 0.02% | −50,126−61.4% | Reduced |
| American International Group, Inc. | 30,877 | $1.18M | 0.01% | −221−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 29,968 | $1.15M | 0.01% | +9,000+42.9% | Added |
| MetLife Investment Management | 29,958 | $1.14M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 29,562 | $1.13M | 0.00% | −300−1.0% | Reduced |
| Cornercap Investment Counsel Inc | 29,041 | $1.11M | 0.19% | +12,669+77.4% | Added |
| BNP Paribas Arbitrage, SA | 28,230 | $1.08M | 0.00% | −18,925−40.1% | Reduced |