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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 27,571 | $1.05M | 0.00% | +8,500+44.6% | Added |
| Price T Rowe Associates Inc | 27,375 | $1.05M | 0.00% | +611+2.3% | Added |
| Renaissance Technologies LLC | 27,300 | $1.04M | 0.00% | −49,300−64.4% | Reduced |
| State of Tennessee, Treasury Department | 27,212 | $1.04M | 0.00% | −3,833−12.3% | Reduced |
| Barclays PLC | 26,878 | $1.03M | 0.00% | −7,926−22.8% | Reduced |
| Russell Investments Group, Ltd. | 26,579 | $1.02M | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 25,631 | $979.6K | 0.02% | +4,838+23.3% | Added |
| Louisiana State Employees Retirement System | 25,400 | $971.0K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 25,174 | $962.0K | 0.01% | +307+1.2% | Added |
| State Board of Administration of Florida Retirement System | 25,012 | $956.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 24,586 | $939.7K | 0.00% | +342+1.4% | Added |
| D.A. Davidson & Co. | 24,472 | $935.3K | 0.01% | +407+1.7% | Added |
| SEI Investments Co | 22,942 | $877.0K | 0.00% | −415−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 22,876 | $874.3K | 0.00% | +123+0.5% | Added |
| Voya Investment Management LLC | 22,437 | $857.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 22,239 | $850.0K | 0.01% | −33,784−60.3% | Reduced |
| Maryland State Retirement & Pension System | 21,995 | $840.6K | 0.02% | +239+1.1% | Added |
| Credential Qtrade Securities Inc. | 21,813 | $833.7K | 0.06% | +5,361+32.6% | Added |
| BerganKDV Wealth Management, LLC | 21,507 | $822.0K | 0.09% | +3,064+16.6% | Added |
| NJ State Employees Deferred Compensation Plan | 21,000 | $802.6K | 0.13% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 20,492 | $783.0K | 0.00% | +956+4.9% | Added |
| Ridgewood Investments LLC | 19,963 | $763.0K | 0.55% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 19,635 | $751.0K | 0.00% | −1,159−5.6% | Reduced |
| Versor Investments LP | 19,500 | $745.3K | 0.06% | +19,500 | New |
| Stifel Financial Corp | 18,836 | $719.9K | 0.00% | −72−0.4% | Reduced |
| Gsa Capital Partners LLP | 18,771 | $717.0K | 0.09% | +18,771 | New |
| Martingale Asset Management L P | 18,725 | $715.7K | 0.01% | +18,725 | New |
| Oregon Public Employees Retirement Fund | 17,764 | $678.9K | 0.01% | +32+0.2% | Added |
| Panagora Asset Management Inc | 15,931 | $608.9K | 0.00% | −3,827−19.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,440 | $590.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,181 | $580.2K | 0.01% | +589+4.0% | Added |
| Trexquant Investment LP | 14,921 | $570.3K | 0.02% | +14,921 | New |
| Oppenheimer Asset Management Inc. | 14,365 | $549.0K | 0.01% | +32+0.2% | Added |
| First Republic Investment Management, Inc. | 13,587 | $519.3K | 0.00% | −896−6.2% | Reduced |
| Jump Financial, LLC | 13,000 | $496.9K | 0.03% | −25,400−66.1% | Reduced |
| Nisa Investment Advisors, LLC | 12,644 | $483.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,966 | $457.0K | 0.00% | +4,274+55.6% | Added |
| Walleye Capital LLC | 11,873 | $453.8K | 0.01% | +5,007+72.9% | Added |
| HSBC Holdings PLC | 11,519 | $444.9K | 0.00% | +11,519 | New |
| Janus Henderson Group PLC | 11,402 | $435.4K | 0.00% | +11,402 | New |
| Mutual of America Capital Management LLC | 11,192 | $427.8K | 0.01% | +607+5.7% | Added |
| Jaffetilchin Investment Partners, LLC | 10,565 | $403.8K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,450 | $399.0K | 0.00% | −1,114−9.6% | Reduced |
| Handelsbanken Fonder AB | 9,995 | $382.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 9,724 | $371.7K | 0.01% | +9,724 | New |
| Van Hulzen Asset Management, LLC | 9,517 | $364.0K | 0.04% | +491+5.4% | Added |
| Orion Capital Management LLC | 9,300 | $355.4K | 0.26% | −1,800−16.2% | Reduced |
| Petrus Trust Company, LTA | 9,141 | $349.4K | 0.04% | +2,878+46.0% | Added |
| Pinnacle Associates Ltd | 9,100 | $347.8K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,937 | $341.6K | 0.00% | +1,169+15.0% | Added |
| Eqis Capital Management, Inc. | 8,657 | $330.9K | 0.04% | +495+6.1% | Added |
| Everence Capital Management Inc | 8,590 | $328.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,494 | $325.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 8,400 | $321.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 8,292 | $316.9K | 0.00% | +20.0% | Added |
| Alpha Cubed Investments, LLC | 7,900 | $301.9K | 0.02% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 7,680 | $293.5K | 0.10% | −400−5.0% | Reduced |
| Quantinno Capital Management LP | 7,538 | $288.0K | 0.02% | +916+13.8% | Added |
| Man Group plc | 7,368 | $281.6K | 0.00% | +7,368 | New |
| Captrust Financial Advisors | 7,324 | $279.9K | 0.00% | +7,324 | New |
| Hancock Whitney Corp | 7,222 | $276.0K | 0.01% | −20−0.3% | Reduced |
| Engineers Gate Manager LP | 6,925 | $264.7K | 0.02% | −1,604−18.8% | Reduced |
| State of Wisconsin Investment Board | 6,706 | $256.3K | 0.00% | −3,306−33.0% | Reduced |
| Merit Financial Group, LLC | 6,362 | $243.2K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 6,027 | $230.0K | 0.00% | +6,027 | New |
| Ziegler Capital Management, LLC | 5,884 | $224.9K | 0.01% | −8−0.1% | Reduced |
| Mutual Advisors, LLC | 5,860 | $224.0K | 0.01% | −106−1.8% | Reduced |
| Clearstead Advisors, LLC | 5,766 | $220.4K | 0.02% | +246+4.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,732 | $219.1K | 0.00% | −1,168−16.9% | Reduced |
| Verition Fund Management LLC | 5,654 | $216.1K | 0.00% | −9,674−63.1% | Reduced |
| Prudent Man Advisors, LLC | 5,541 | $212.0K | 0.09% | +5,541 | New |
| Y-Intercept (Hong Kong) Ltd | 5,516 | $210.8K | 0.03% | −20,862−79.1% | Reduced |
| Teza Capital Management LLC | 5,490 | $209.8K | 0.04% | +5,490 | New |
| Cim Investment Mangement Inc | 5,277 | $201.7K | 0.08% | +5,277 | New |
| Ameritas Investment Partners, Inc. | 4,474 | $188.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 4,798 | $183.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 4,745 | $181.4K | 0.04% | −255−5.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,546 | $173.8K | 0.00% | +123+2.8% | Added |
| CWM, LLC | 4,209 | $161.0K | 0.00% | +316+8.1% | Added |
| Wells Fargo & Company | 3,977 | $152.0K | 0.00% | −1,866−31.9% | Reduced |
| Earnest Partners LLC | 3,600 | $137.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,526 | $134.8K | 0.01% | +185+5.5% | Added |
| UBS Group AG | 3,450 | $131.9K | 0.00% | −2,924−45.9% | Reduced |
| Acadian Asset Management LLC | 3,255 | $124.0K | 0.00% | +3,255 | New |
| IFP Advisors, Inc | 2,720 | $114.0K | 0.00% | +265+10.8% | Added |
| Quantbot Technologies LP | 2,867 | $109.6K | 0.01% | −3,461−54.7% | Reduced |
| US Bancorp | 2,480 | $94.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,203 | $84.1K | 0.00% | +1,285+140.0% | Added |
| Sageworth Trust Co | 2,159 | $83.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,724 | $65.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,576 | $60.0K | 0.00% | −15,634−90.8% | Reduced |
| Fifth Third Bancorp | 1,428 | $54.6K | 0.00% | −853−37.4% | Reduced |
| Oakworth Capital, Inc. | 1,305 | $49.9K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,264 | $48.3K | 0.02% | +2+0.2% | Added |
| State of Wyoming | 1,131 | $43.2K | 0.01% | +377+50.0% | Added |
| Huntington National Bank | 1,018 | $38.9K | 0.00% | −33−3.1% | Reduced |
| GWM Advisors LLC | 987 | $37.7K | 0.00% | +987 | New |
| Quarry LP | 826 | $31.6K | 0.03% | +826 | New |
| Lazard Asset Management LLC | 747 | $28.0K | 0.00% | +9+1.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 700 | $26.8K | 0.02% | 00.0% | Unchanged |