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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; 387 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.

Q4 2022 vs. Q3 2022

How the institutions holding Axos Financial, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of AX: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2513244−4
Shares47.0M1.21K47.1M+118.4K (+0.3%)
Value$1.61B$41.0K$1.80B+$191.6M (+11.9%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Axos Financial, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to AX in Q4 2022
InstitutionSharesValue% of portfolio
Versor Investments LP19,500$745.3K0.06%
Gsa Capital Partners LLP18,771$717.0K0.09%
Martingale Asset Management L P18,725$715.7K0.01%
Trexquant Investment LP14,921$570.3K0.02%
HSBC Holdings PLC11,519$444.9K0.00%
Janus Henderson Group PLC11,402$435.4K0.00%
Jefferies Financial Group Inc.9,724$371.7K0.01%
Man Group plc7,368$281.6K0.00%
Captrust Financial Advisors7,324$279.9K0.00%
Pictet Asset Management SA6,027$230.0K0.00%
Prudent Man Advisors, LLC5,541$212.0K0.09%
Teza Capital Management LLC5,490$209.8K0.04%
Cim Investment Mangement Inc5,277$201.7K0.08%
Acadian Asset Management LLC3,255$124.0K0.00%
GWM Advisors LLC987$37.7K0.00%
Quarry LP826$31.6K0.03%
Belpointe Asset Management LLC310$11.8K0.00%
Armstrong Advisory Group, Inc292$11.2K0.00%
First Manhattan Co135$5.16K0.00%
Romano Brothers and Company60$2.29K0.00%
CoreCap Advisors, LLC21$8030.00%
MinichMacGregor Wealth Management, LLC20$7640.00%
AdvisorNet Financial, Inc12$4590.00%
Advisory Services Network, LLC9$3440.00%
Money Concepts Capital Corp7$2680.00%
Steward Financial Group LLC22$00.00%
Tfo-TDC, LLC5––

Sold out (31)

Institutions that held Axos Financial, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (3)

Institutions that held Axos Financial, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
New Century Advisors, LLC701$24.0K
Covington Capital Management300$10.0K
Wipfli Financial Advisors LLC,210$7.00K