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.
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 | 387 | $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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 156,947 | $6.00M | 0.00% | +1,562+1.0% | Added |
| D. E. Shaw & Co., Inc. | 163,754 | $6.26M | 0.01% | −4,010−2.4% | Reduced |
| Cubist Systematic Strategies, LLC | 170,256 | $6.51M | 0.06% | −37,102−17.9% | Reduced |
| S&T Bank | 171,996 | $6.57M | 1.21% | −527−0.3% | Reduced |
| Rhumbline Advisers | 172,931 | $6.61M | 0.01% | +5,870+3.5% | Added |
| Bank of America Corp | 204,257 | $7.81M | 0.00% | +4,462+2.2% | Added |
| Scout Investments, Inc. | 213,579 | $8.16M | 0.17% | +5,839+2.8% | Added |
| Stieven Capital Advisors, L.P. | 218,333 | $8.34M | 1.50% | −33,259−13.2% | Reduced |
| Ategra Capital Management, LLC | 251,054 | $9.60M | 5.04% | +16,807+7.2% | Added |
| Royce & Associates LP | 271,562 | $10.4M | 0.11% | +12,148+4.7% | Added |
| Citadel Advisors LLC | 277,521 | $10.6M | 0.01% | +170,642+159.7% | Added |
| Orchard Capital Managment, LLC | 311,750 | $11.9M | 3.99% | 00.0% | Unchanged |
| Principal Financial Group Inc | 326,955 | $12.5M | 0.01% | −1,679−0.5% | Reduced |
| CCG Wealth Management, LLC | 370,884 | $14.2M | 7.88% | +20,640+5.9% | Added |
| JPMorgan Chase & Co | 372,526 | $14.2M | 0.00% | −44,832−10.7% | Reduced |
| Redwood Investments, LLC | 381,740 | $14.6M | 1.95% | −7,825−2.0% | Reduced |
| Goldman Sachs Group Inc | 408,106 | $15.6M | 0.00% | +203,701+99.7% | Added |
| American Century Companies Inc | 409,109 | $15.6M | 0.01% | +103,913+34.0% | Added |
| Basswood Capital Management, L.L.C. | 467,621 | $17.9M | 1.32% | +19,425+4.3% | Added |
| Shaker Investments LLC | 473,126 | $18.1M | 11.22% | +22,772+5.1% | Added |
| Pembroke Management, LTD | 480,549 | $18.4M | 1.96% | −6,713−1.4% | Reduced |
| Nuveen Asset Management, LLC | 512,577 | $19.6M | 0.01% | +55,857+12.2% | Added |
| Norges Bank | 548,282 | $21.0M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 563,553 | $21.5M | 0.01% | +33,335+6.3% | Added |
| Millennium Management LLC | 564,055 | $21.6M | 0.02% | −58,949−9.5% | Reduced |
| Morgan Stanley | 575,877 | $22.0M | 0.00% | +31,429+5.8% | Added |
| Loomis Sayles & Co L P | 587,621 | $22.5M | 0.04% | +4,325+0.7% | Added |
| Bank of New York Mellon Corp | 645,852 | $24.7M | 0.01% | +17,893+2.8% | Added |
| Rice Hall James & Associates, LLC | 669,948 | $25.6M | 1.47% | −1,865−0.3% | Reduced |
| Northern Trust Corp | 790,405 | $30.2M | 0.01% | +9,345+1.2% | Added |
| Epoch Investment Partners, Inc. | 881,483 | $33.7M | 0.20% | −37,655−4.1% | Reduced |
| Jarislowsky, Fraser Ltd | 890,487 | $34.0M | 0.22% | +108,508+13.9% | Added |
| Geneva Capital Management LLC | 955,690 | $36.5M | 0.82% | +1890.0% | Added |
| Davis Asset Management, L.P. | 1,012,237 | $38.7M | 2.16% | +145,516+16.8% | Added |
| Geode Capital Management, LLC | 1,022,943 | $39.1M | 0.01% | +45,860+4.7% | Added |
| Fred Alger Management, LLC | 1,095,455 | $41.9M | 0.23% | −78,717−6.7% | Reduced |
| Wasatch Advisors Inc | 1,378,138 | $52.7M | 0.35% | +6,298+0.5% | Added |
| Ameriprise Financial Inc | 1,441,711 | $55.1M | 0.02% | −448,645−23.7% | Reduced |
| FMR LLC | 1,982,950 | $75.8M | 0.01% | +53,417+2.8% | Added |
| State Street Corp | 2,184,946 | $83.5M | 0.00% | +103,653+5.0% | Added |
| Dimensional Fund Advisors LP | 2,293,138 | $87.6M | 0.03% | +146,293+6.8% | Added |
| Vanguard Group Inc | 6,371,676 | $243.5M | 0.01% | +427,270+7.2% | Added |
| BlackRock Inc. | 8,835,340 | $337.7M | 0.01% | +269,846+3.2% | Added |
| Tfo-TDC, LLC | 5 | – | – | +5 | New |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −405,000−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −54,768−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −47,722−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,884−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −38,980−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −37,900−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −31,836−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −30,919−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −26,982−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −26,740−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −25,011−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,895−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,692−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,124−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,118−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,519−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,456−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −11,591−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,991−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Timber Creek Capital Management LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| New Century Advisors, LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |