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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 10,450 | $399.0K | 0.00% | −1,114−9.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,565 | $403.8K | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,192 | $427.8K | 0.01% | +607+5.7% | Added |
| Janus Henderson Group PLC | 11,402 | $435.4K | 0.00% | +11,402 | New |
| HSBC Holdings PLC | 11,519 | $444.9K | 0.00% | +11,519 | New |
| Walleye Capital LLC | 11,873 | $453.8K | 0.01% | +5,007+72.9% | Added |
| Teacher Retirement System of Texas | 11,966 | $457.0K | 0.00% | +4,274+55.6% | Added |
| Nisa Investment Advisors, LLC | 12,644 | $483.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,000 | $496.9K | 0.03% | −25,400−66.1% | Reduced |
| First Republic Investment Management, Inc. | 13,587 | $519.3K | 0.00% | −896−6.2% | Reduced |
| Oppenheimer Asset Management Inc. | 14,365 | $549.0K | 0.01% | +32+0.2% | Added |
| Trexquant Investment LP | 14,921 | $570.3K | 0.02% | +14,921 | New |
| Arizona State Retirement System | 15,181 | $580.2K | 0.01% | +589+4.0% | Added |
| Teachers Retirement System of the State of Kentucky | 15,440 | $590.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 15,931 | $608.9K | 0.00% | −3,827−19.4% | Reduced |
| Oregon Public Employees Retirement Fund | 17,764 | $678.9K | 0.01% | +32+0.2% | Added |
| Martingale Asset Management L P | 18,725 | $715.7K | 0.01% | +18,725 | New |
| Gsa Capital Partners LLP | 18,771 | $717.0K | 0.09% | +18,771 | New |
| Stifel Financial Corp | 18,836 | $719.9K | 0.00% | −72−0.4% | Reduced |
| Versor Investments LP | 19,500 | $745.3K | 0.06% | +19,500 | New |
| Advisor Group Holdings, Inc. | 19,635 | $751.0K | 0.00% | −1,159−5.6% | Reduced |
| Ridgewood Investments LLC | 19,963 | $763.0K | 0.55% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 20,492 | $783.0K | 0.00% | +956+4.9% | Added |
| NJ State Employees Deferred Compensation Plan | 21,000 | $802.6K | 0.13% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21,507 | $822.0K | 0.09% | +3,064+16.6% | Added |
| Credential Qtrade Securities Inc. | 21,813 | $833.7K | 0.06% | +5,361+32.6% | Added |
| Maryland State Retirement & Pension System | 21,995 | $840.6K | 0.02% | +239+1.1% | Added |
| Squarepoint Ops LLC | 22,239 | $850.0K | 0.01% | −33,784−60.3% | Reduced |
| Voya Investment Management LLC | 22,437 | $857.5K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 22,876 | $874.3K | 0.00% | +123+0.5% | Added |
| SEI Investments Co | 22,942 | $877.0K | 0.00% | −415−1.8% | Reduced |
| D.A. Davidson & Co. | 24,472 | $935.3K | 0.01% | +407+1.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,586 | $939.7K | 0.00% | +342+1.4% | Added |
| State Board of Administration of Florida Retirement System | 25,012 | $956.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 25,174 | $962.0K | 0.01% | +307+1.2% | Added |
| Louisiana State Employees Retirement System | 25,400 | $971.0K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 25,631 | $979.6K | 0.02% | +4,838+23.3% | Added |
| Russell Investments Group, Ltd. | 26,579 | $1.02M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 26,878 | $1.03M | 0.00% | −7,926−22.8% | Reduced |
| State of Tennessee, Treasury Department | 27,212 | $1.04M | 0.00% | −3,833−12.3% | Reduced |
| Renaissance Technologies LLC | 27,300 | $1.04M | 0.00% | −49,300−64.4% | Reduced |
| Price T Rowe Associates Inc | 27,375 | $1.05M | 0.00% | +611+2.3% | Added |
| Ensign Peak Advisors, Inc | 27,571 | $1.05M | 0.00% | +8,500+44.6% | Added |
| BNP Paribas Arbitrage, SA | 28,230 | $1.08M | 0.00% | −18,925−40.1% | Reduced |
| Cornercap Investment Counsel Inc | 29,041 | $1.11M | 0.19% | +12,669+77.4% | Added |
| New York State Teachers Retirement System | 29,562 | $1.13M | 0.00% | −300−1.0% | Reduced |
| MetLife Investment Management | 29,958 | $1.14M | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 29,968 | $1.15M | 0.01% | +9,000+42.9% | Added |
| American International Group, Inc. | 30,877 | $1.18M | 0.01% | −221−0.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 31,451 | $1.20M | 0.02% | −50,126−61.4% | Reduced |
| LPL Financial LLC | 33,246 | $1.27M | 0.00% | +6,122+22.6% | Added |
| Comerica Bank | 31,663 | $1.29M | 0.01% | −8,986−22.1% | Reduced |
| Yousif Capital Management, LLC | 33,943 | $1.30M | 0.02% | −10,797−24.1% | Reduced |
| Deutsche Bank AG | 33,996 | $1.30M | 0.00% | −42,982−55.8% | Reduced |
| Citigroup Inc | 34,234 | $1.31M | 0.00% | +6,988+25.6% | Added |
| Texas Permanent School Fund | 35,900 | $1.37M | 0.02% | −2,365−6.2% | Reduced |
| State of Alaska, Department of Revenue | 37,193 | $1.42M | 0.02% | +339+0.9% | Added |
| Formula Growth Ltd | 39,624 | $1.51M | 0.44% | 00.0% | Unchanged |
| Truist Financial Corp | 39,804 | $1.52M | 0.00% | −1,789−4.3% | Reduced |
| First Eagle Investment Management, LLC | 40,003 | $1.53M | 0.00% | −23,968−37.5% | Reduced |
| TD Asset Management Inc | 40,829 | $1.56M | 0.00% | +18,954+86.6% | Added |
| New York State Common Retirement Fund | 41,187 | $1.57M | 0.00% | −32−0.1% | Reduced |
| UBS Asset Management Americas Inc | 41,889 | $1.60M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 42,153 | $1.61M | 0.01% | +16,770+66.1% | Added |
| Virginia Retirement Systems Et Al | 42,800 | $1.64M | 0.02% | +9,100+27.0% | Added |
| National Asset Management, Inc. | 43,972 | $1.68M | 0.05% | −2,033−4.4% | Reduced |
| Credit Suisse AG | 44,104 | $1.69M | 0.00% | −2,111−4.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 45,516 | $1.74M | 0.00% | −4,450−8.9% | Reduced |
| Gratus Capital LLC | 49,943 | $1.91M | 0.16% | −196−0.4% | Reduced |
| Bank of Montreal | 50,943 | $1.97M | 0.00% | +10,844+27.0% | Added |
| Brandywine Global Investment Management, LLC | 51,877 | $1.98M | 0.02% | −1,554−2.9% | Reduced |
| Great West Life Assurance Co | 54,348 | $2.08M | 0.01% | −5,128−8.6% | Reduced |
| Thrivent Financial for Lutherans | 54,774 | $2.09M | 0.01% | −222−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,149 | $2.18M | 0.02% | +8,675+17.9% | Added |
| Two Sigma Advisers, LP | 60,416 | $2.31M | 0.01% | +37,400+162.5% | Added |
| First Trust Advisors LP | 60,609 | $2.32M | 0.00% | −16,895−21.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 62,003 | $2.37M | 0.15% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 64,869 | $2.48M | 0.01% | +1,035+1.6% | Added |
| Algert Global LLC | 67,662 | $2.59M | 0.14% | −15,295−18.4% | Reduced |
| California State Teachers Retirement System | 69,698 | $2.66M | 0.00% | +857+1.2% | Added |
| Envestnet Asset Management Inc | 71,897 | $2.75M | 0.00% | −3,707−4.9% | Reduced |
| Kennedy Capital Management, Inc. | 75,407 | $2.88M | 0.08% | −148−0.2% | Reduced |
| Prudential Financial Inc | 76,476 | $2.92M | 0.00% | −534−0.7% | Reduced |
| Voloridge Investment Management, LLC | 96,948 | $3.71M | 0.02% | +4,569+4.9% | Added |
| Public Sector Pension Investment Board | 97,148 | $3.71M | 0.03% | −373−0.4% | Reduced |
| Two Sigma Investments, LP | 100,739 | $3.85M | 0.01% | +30,142+42.7% | Added |
| Bragg Financial Advisors, Inc | 104,590 | $4.00M | 0.24% | −324−0.3% | Reduced |
| Gator Capital Management, LLC | 106,080 | $4.05M | 2.98% | +27,200+34.5% | Added |
| Connors Investor Services Inc | 107,235 | $4.10M | 0.51% | +125+0.1% | Added |
| Alliancebernstein L.P. | 111,583 | $4.26M | 0.00% | +3,476+3.2% | Added |
| Ci Investments Inc. | 113,449 | $4.34M | 0.02% | −11,000−8.8% | Reduced |
| Foundry Partners, LLC | 119,991 | $4.59M | 0.25% | +13,264+12.4% | Added |
| Victory Capital Management Inc | 122,513 | $4.68M | 0.01% | +334+0.3% | Added |
| Swiss National Bank | 130,000 | $4.97M | 0.00% | +2,700+2.1% | Added |
| Raymond James & Associates | 131,509 | $5.03M | 0.00% | −2,745−2.0% | Reduced |
| Royal Bank of Canada | 133,405 | $5.10M | 0.00% | +11,966+9.9% | Added |
| Wellington Management Group LLP | 133,822 | $5.11M | 0.00% | +9,893+8.0% | Added |
| FIL Ltd | 142,360 | $5.44M | 0.01% | −14,785−9.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 148,837 | $5.69M | 0.01% | +6,492+4.6% | Added |
| Invesco Ltd. | 153,786 | $5.88M | 0.00% | −18,590−10.8% | Reduced |