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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 17 | $0 | 0.00% | −15−46.9% | Reduced |
| Private Trust Co NA | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $0 | 0.00% | +22 | New |
| Clearview Wealth Advisors LLC | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 7 | $268 | 0.00% | +7 | New |
| Advisory Services Network, LLC | 9 | $344 | 0.00% | +9 | New |
| Federated Hermes, Inc. | 10 | $382 | 0.00% | −75,125−100.0% | Reduced |
| Tucker Asset Management LLC | 11 | $429 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $459 | 0.00% | +12 | New |
| Disciplined Investments, LLC | 14 | $535 | 0.00% | +5+55.6% | Added |
| SJS Investment Consulting Inc. | 17 | $650 | 0.00% | −4−19.0% | Reduced |
| Central Trust Co | 19 | $726 | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 20 | $764 | 0.00% | +20 | New |
| CoreCap Advisors, LLC | 21 | $803 | 0.00% | +21 | New |
| Gradient Investments LLC | 24 | $917 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 38 | $1.45K | 0.00% | −5−11.6% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $1.49K | 0.00% | +4+11.4% | Added |
| Sofos Investments, Inc. | 38 | $1.76K | 0.02% | −642−94.4% | Reduced |
| JFS Wealth Advisors, LLC | 60 | $2.29K | 0.00% | +7+13.2% | Added |
| Romano Brothers and Company | 60 | $2.29K | 0.00% | +60 | New |
| Lindbrook Capital, LLC | 79 | $3.02K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $3.82K | 0.00% | −276−73.4% | Reduced |
| Quadrant Capital Group LLC | 104 | $3.98K | 0.00% | −85−45.0% | Reduced |
| Umb Bank N A | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 132 | $5.04K | 0.00% | +3+2.3% | Added |
| First Manhattan Co | 135 | $5.16K | 0.00% | +135 | New |
| Signaturefd, LLC | 160 | $6.12K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $6.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 176 | $6.73K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 273 | $10.4K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $11.0K | 0.00% | −7,100−95.9% | Reduced |
| Armstrong Advisory Group, Inc | 292 | $11.2K | 0.00% | +292 | New |
| Belpointe Asset Management LLC | 310 | $11.8K | 0.00% | +310 | New |
| Parallel Advisors, LLC | 351 | $13.4K | 0.00% | −11−3.0% | Reduced |
| Parkside Financial Bank & Trust | 352 | $13.5K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 399 | $15.0K | 0.00% | +261+189.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $15.3K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 402 | $15.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 411 | $16.0K | 0.01% | +405+6,750.0% | Added |
| Essex Investment Management Co LLC | 577 | $22.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 610 | $23.0K | 0.00% | −1,128−64.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 700 | $26.8K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 747 | $28.0K | 0.00% | +9+1.2% | Added |
| Quarry LP | 826 | $31.6K | 0.03% | +826 | New |
| GWM Advisors LLC | 987 | $37.7K | 0.00% | +987 | New |
| Huntington National Bank | 1,018 | $38.9K | 0.00% | −33−3.1% | Reduced |
| State of Wyoming | 1,131 | $43.2K | 0.01% | +377+50.0% | Added |
| Sutton Wealth Advisors Inc. | 1,264 | $48.3K | 0.02% | +2+0.2% | Added |
| Oakworth Capital, Inc. | 1,305 | $49.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,428 | $54.6K | 0.00% | −853−37.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,576 | $60.0K | 0.00% | −15,634−90.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,724 | $65.9K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 2,159 | $83.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 2,203 | $84.1K | 0.00% | +1,285+140.0% | Added |
| US Bancorp | 2,480 | $94.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,867 | $109.6K | 0.01% | −3,461−54.7% | Reduced |
| IFP Advisors, Inc | 2,720 | $114.0K | 0.00% | +265+10.8% | Added |
| Acadian Asset Management LLC | 3,255 | $124.0K | 0.00% | +3,255 | New |
| UBS Group AG | 3,450 | $131.9K | 0.00% | −2,924−45.9% | Reduced |
| Metropolitan Life Insurance Co | 3,526 | $134.8K | 0.01% | +185+5.5% | Added |
| Earnest Partners LLC | 3,600 | $137.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,977 | $152.0K | 0.00% | −1,866−31.9% | Reduced |
| CWM, LLC | 4,209 | $161.0K | 0.00% | +316+8.1% | Added |
| The PNC Financial Services Group, Inc. | 4,546 | $173.8K | 0.00% | +123+2.8% | Added |
| Bourgeon Capital Management LLC | 4,745 | $181.4K | 0.04% | −255−5.1% | Reduced |
| KBC Group NV | 4,798 | $183.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,474 | $188.9K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,277 | $201.7K | 0.08% | +5,277 | New |
| Teza Capital Management LLC | 5,490 | $209.8K | 0.04% | +5,490 | New |
| Y-Intercept (Hong Kong) Ltd | 5,516 | $210.8K | 0.03% | −20,862−79.1% | Reduced |
| Prudent Man Advisors, LLC | 5,541 | $212.0K | 0.09% | +5,541 | New |
| Verition Fund Management LLC | 5,654 | $216.1K | 0.00% | −9,674−63.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,732 | $219.1K | 0.00% | −1,168−16.9% | Reduced |
| Clearstead Advisors, LLC | 5,766 | $220.4K | 0.02% | +246+4.5% | Added |
| Mutual Advisors, LLC | 5,860 | $224.0K | 0.01% | −106−1.8% | Reduced |
| Ziegler Capital Management, LLC | 5,884 | $224.9K | 0.01% | −8−0.1% | Reduced |
| Pictet Asset Management SA | 6,027 | $230.0K | 0.00% | +6,027 | New |
| Merit Financial Group, LLC | 6,362 | $243.2K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,706 | $256.3K | 0.00% | −3,306−33.0% | Reduced |
| Engineers Gate Manager LP | 6,925 | $264.7K | 0.02% | −1,604−18.8% | Reduced |
| Hancock Whitney Corp | 7,222 | $276.0K | 0.01% | −20−0.3% | Reduced |
| Captrust Financial Advisors | 7,324 | $279.9K | 0.00% | +7,324 | New |
| Man Group plc | 7,368 | $281.6K | 0.00% | +7,368 | New |
| Quantinno Capital Management LP | 7,538 | $288.0K | 0.02% | +916+13.8% | Added |
| Mission Creek Capital Partners, Inc. | 7,680 | $293.5K | 0.10% | −400−5.0% | Reduced |
| Alpha Cubed Investments, LLC | 7,900 | $301.9K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 8,292 | $316.9K | 0.00% | +20.0% | Added |
| STRS Ohio | 8,400 | $321.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,494 | $325.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,590 | $328.0K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 8,657 | $330.9K | 0.04% | +495+6.1% | Added |
| ProShare Advisors LLC | 8,937 | $341.6K | 0.00% | +1,169+15.0% | Added |
| Pinnacle Associates Ltd | 9,100 | $347.8K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 9,141 | $349.4K | 0.04% | +2,878+46.0% | Added |
| Orion Capital Management LLC | 9,300 | $355.4K | 0.26% | −1,800−16.2% | Reduced |
| Van Hulzen Asset Management, LLC | 9,517 | $364.0K | 0.04% | +491+5.4% | Added |
| Jefferies Financial Group Inc. | 9,724 | $371.7K | 0.01% | +9,724 | New |
| Handelsbanken Fonder AB | 9,995 | $382.0K | 0.00% | 00.0% | Unchanged |