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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; 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.

Institutional holdersQ4 2022: 244 institutions
Q1 2021: 233 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 244 institutionsQ1 2022: 248 institutionsQ2 2022: 239 institutionsQ3 2022: 251 institutionsQ4 2022: 244 institutionsQ1 2023: 256 institutionsQ2 2023: 260 institutionsQ3 2023: 261 institutionsQ4 2023: 303 institutionsQ1 2024: 310 institutionsQ2 2024: 318 institutionsQ3 2024: 335 institutionsQ4 2024: 356 institutionsQ1 2025: 352 institutionsQ2 2025: 365 institutionsQ3 2025: 382 institutionsQ4 2025: 379 institutionsQ1 2026: 387 institutionsQ2 2026: 386 institutions
Value heldQ4 2022: $1.80B
Q1 2021: $2.11BQ2 2021: $2.11BQ3 2021: $2.38BQ4 2021: $2.54BQ1 2022: $2.13BQ2 2022: $1.68BQ3 2022: $1.61BQ4 2022: $1.80BQ1 2023: $1.75BQ2 2023: $1.90BQ3 2023: $1.82BQ4 2023: $2.70BQ1 2024: $2.64BQ2 2024: $2.79BQ3 2024: $3.01BQ4 2024: $3.30BQ1 2025: $2.96BQ2 2025: $3.41BQ3 2025: $3.82BQ4 2025: $3.96BQ1 2026: $4.05BQ2 2026: $4.71B
Institutions holding AX and their total value by quarter
QuarterHoldersValue
Q2 2026386$4.71B
Q1 2026387$4.05B
Q4 2025379$3.96B
Q3 2025382$3.82B
Q2 2025365$3.41B
Q1 2025352$2.96B
Q4 2024356$3.30B
Q3 2024335$3.01B
Q2 2024318$2.79B
Q1 2024310$2.64B
Q4 2023303$2.70B
Q3 2023261$1.82B
Q2 2023260$1.90B
Q1 2023256$1.75B
Q4 2022244$1.80B
Q3 2022251$1.61B
Q2 2022239$1.68B
Q1 2022248$2.13B
Q4 2021244$2.54B
Q3 2021232$2.38B
Q2 2021233$2.11B
Q1 2021233$2.11B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q3 2022.

Institutions holding AX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Public Employees Retirement System of Ohio610$23.0K0.00%−1,128−64.9%Reduced
Essex Investment Management Co LLC577$22.0K0.00%00.0%Unchanged
Covestor Ltd411$16.0K0.01%+405+6,750.0%Added
TCI Wealth Advisors, Inc.402$15.4K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC400$15.3K0.00%00.0%Unchanged
PrairieView Partners, LLC400$15.0K0.00%00.0%Unchanged
Tobam399$15.0K0.00%+261+189.1%Added
Parkside Financial Bank & Trust352$13.5K0.00%00.0%Unchanged
Parallel Advisors, LLC351$13.4K0.00%−11−3.0%Reduced
Belpointe Asset Management LLC310$11.8K0.00%+310New
Armstrong Advisory Group, Inc292$11.2K0.00%+292New
Aquatic Capital Management LLC300$11.0K0.00%−7,100−95.9%Reduced
Global Retirement Partners, LLC273$10.4K0.00%00.0%Unchanged
First Horizon Advisors, Inc.176$6.73K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.174$6.65K0.00%00.0%Unchanged
Signaturefd, LLC160$6.12K0.00%00.0%Unchanged
First Manhattan Co135$5.16K0.00%+135New
TD Waterhouse Canada Inc.132$5.04K0.00%+3+2.3%Added
Umb Bank N A106$4.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC104$3.98K0.00%−85−45.0%Reduced
Northwestern Mutual Wealth Management Co100$3.82K0.00%−276−73.4%Reduced
Lindbrook Capital, LLC79$3.02K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC60$2.29K0.00%+7+13.2%Added
Romano Brothers and Company60$2.29K0.00%+60New
Sofos Investments, Inc.38$1.76K0.02%−642−94.4%Reduced
Farmers & Merchants Investments Inc39$1.49K0.00%+4+11.4%Added
Schubert & Co38$1.45K0.00%−5−11.6%Reduced
Gradient Investments LLC24$9170.00%00.0%Unchanged
CoreCap Advisors, LLC21$8030.00%+21New
MinichMacGregor Wealth Management, LLC20$7640.00%+20New
Central Trust Co19$7260.00%00.0%Unchanged
SJS Investment Consulting Inc.17$6500.00%−4−19.0%Reduced
Disciplined Investments, LLC14$5350.00%+5+55.6%Added
AdvisorNet Financial, Inc12$4590.00%+12New
Tucker Asset Management LLC11$4290.00%00.0%Unchanged
Federated Hermes, Inc.10$3820.00%−75,125−100.0%Reduced
Advisory Services Network, LLC9$3440.00%+9New
Money Concepts Capital Corp7$2680.00%+7New
Clearview Wealth Advisors LLC5$1910.00%00.0%Unchanged
Rockefeller Capital Management L.P.17$00.00%−15−46.9%Reduced
Private Trust Co NA8$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC3$00.00%00.0%Unchanged
Steward Financial Group LLC22$00.00%+22New
Tfo-TDC, LLC5––+5New
Standard Life Aberdeen plc0$00.00%−405,000−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−150,000−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−54,768−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−47,722−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−43,884−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−38,980−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−37,900−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−31,836−100.0%Sold out
PDT Partners, LLC0$00.00%−30,919−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−28,300−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−26,982−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−26,740−100.0%Sold out
Jane Street Group, LLC0$00.00%−25,011−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−24,895−100.0%Sold out
Duality Advisers, LP0$00.00%−22,692−100.0%Sold out
Ergoteles LLC0$00.00%−15,124−100.0%Sold out
HRT Financial LP0$00.00%−13,118−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−12,519−100.0%Sold out
Capital Fund Management S.A.0$00.00%−12,456−100.0%Sold out
Holocene Advisors, LP0$00.00%−11,591−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−6,991−100.0%Sold out
Caption Management, LLC0$00.00%−1,981−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−1,400−100.0%Sold out
Macquarie Group Ltd0$00.00%0Sold out
Truvestments Capital LLC0$00.00%−110−100.0%Sold out
Timber Creek Capital Management LLC0$00.00%−110−100.0%Sold out
Meeder Asset Management Inc0$00.00%−58−100.0%Sold out
1832 Asset Management L.P.0$00.00%−24−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−29−100.0%Sold out
Whittier Trust Co0$00.00%−25−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−13−100.0%Sold out
New Century Advisors, LLC––––Not filed
Covington Capital Management––––Not filed
Wipfli Financial Advisors LLC,––––Not filed