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, Q1 2023
Institutional positions in Axos Financial, Inc. as of Mar 31, 2023. 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
- 256
- +14 vs. Q4 2022
- Shares held
- 47.3M
- +221.0K (+0.5%) vs. Q4 2022
- Total value
- $1.75B
- −$53.6M (−3.0%) vs. Q4 2022
- New holders
- 43
- 89 more added
- Sold out
- 29
- 84 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,704,903 | $321.4M | 0.01% | −130,437−1.5% | Reduced |
| Vanguard Group Inc | 6,419,007 | $237.0M | 0.01% | +47,331+0.7% | Added |
| State Street Corp | 2,670,788 | $98.6M | 0.01% | +485,842+22.2% | Added |
| Dimensional Fund Advisors LP | 2,466,974 | $91.1M | 0.03% | +173,836+7.6% | Added |
| Wasatch Advisors Inc | 1,555,867 | $57.4M | 0.36% | +177,729+12.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,478,414 | $54.6M | 0.31% | +1,478,414 | New |
| Ameriprise Financial Inc | 1,360,888 | $50.2M | 0.02% | −80,823−5.6% | Reduced |
| Davis Asset Management, L.P. | 1,200,000 | $44.3M | 2.85% | +187,763+18.5% | Added |
| FMR LLC | 1,148,952 | $42.4M | 0.00% | −833,998−42.1% | Reduced |
| Geode Capital Management, LLC | 1,050,559 | $38.8M | 0.01% | +27,616+2.7% | Added |
| Jarislowsky, Fraser Ltd | 866,507 | $32.0M | 0.20% | −23,980−2.7% | Reduced |
| Northern Trust Corp | 783,650 | $28.9M | 0.01% | −6,755−0.9% | Reduced |
| Epoch Investment Partners, Inc. | 755,051 | $27.9M | 0.17% | −126,432−14.3% | Reduced |
| Nuveen Asset Management, LLC | 719,214 | $26.6M | 0.01% | +206,637+40.3% | Added |
| Morgan Stanley | 674,262 | $24.9M | 0.00% | +98,385+17.1% | Added |
| Rice Hall James & Associates, LLC | 617,821 | $22.8M | 1.30% | −52,127−7.8% | Reduced |
| Bank of New York Mellon Corp | 612,376 | $22.6M | 0.00% | −33,476−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 575,704 | $21.3M | 0.01% | +12,151+2.2% | Added |
| Geneva Capital Management LLC | 542,287 | $20.0M | 0.41% | −413,403−43.3% | Reduced |
| Norges Bank | 506,199 | $18.7M | 0.00% | −42,083−7.7% | Reduced |
| American Century Companies Inc | 503,114 | $18.5M | 0.01% | +94,005+23.0% | Added |
| Goldman Sachs Group Inc | 497,676 | $18.4M | 0.00% | +89,570+21.9% | Added |
| Shaker Investments LLC | 475,030 | $17.5M | 9.80% | +1,904+0.4% | Added |
| Pembroke Management, LTD | 448,583 | $16.6M | 1.81% | −31,966−6.7% | Reduced |
| JPMorgan Chase & Co | 446,143 | $16.5M | 0.00% | +73,617+19.8% | Added |
| Loomis Sayles & Co L P | 428,222 | $15.8M | 0.03% | −159,399−27.1% | Reduced |
| Basswood Capital Management, L.L.C. | 427,179 | $15.8M | 1.10% | −40,442−8.6% | Reduced |
| Redwood Investments, LLC | 387,823 | $14.3M | 1.83% | +6,083+1.6% | Added |
| Stieven Capital Advisors, L.P. | 375,633 | $13.9M | 3.63% | +157,300+72.0% | Added |
| Principal Financial Group Inc | 323,121 | $11.9M | 0.01% | −3,834−1.2% | Reduced |
| Orchard Capital Managment, LLC | 321,750 | $11.9M | 3.97% | +10,000+3.2% | Added |
| Royce & Associates LP | 277,162 | $10.2M | 0.10% | +5,600+2.1% | Added |
| Ategra Capital Management, LLC | 260,245 | $9.61M | 5.37% | +9,191+3.7% | Added |
| Millennium Management LLC | 213,345 | $7.88M | 0.01% | −350,710−62.2% | Reduced |
| Scout Investments, Inc. | 211,175 | $7.80M | 0.16% | −2,404−1.1% | Reduced |
| Bank of America Corp | 210,191 | $7.76M | 0.00% | +5,934+2.9% | Added |
| Rhumbline Advisers | 180,531 | $6.67M | 0.01% | +7,600+4.4% | Added |
| D. E. Shaw & Co., Inc. | 175,728 | $6.49M | 0.01% | +11,974+7.3% | Added |
| Victory Capital Management Inc | 175,452 | $6.48M | 0.01% | +52,939+43.2% | Added |
| S&T Bank | 170,174 | $6.28M | 1.16% | −1,822−1.1% | Reduced |
| Raymond James & Associates | 169,919 | $6.27M | 0.01% | +38,410+29.2% | Added |
| Allspring Global Investments Holdings, LLC | 159,050 | $5.87M | 0.01% | +10,213+6.9% | Added |
| Legal & General Group Plc | 157,512 | $5.82M | 0.00% | +565+0.4% | Added |
| Invesco Ltd. | 150,766 | $5.57M | 0.00% | −3,020−2.0% | Reduced |
| Fred Alger Management, LLC | 144,695 | $5.34M | 0.03% | −950,760−86.8% | Reduced |
| TCW Group Inc | 143,200 | $5.29M | 0.07% | +143,200 | New |
| FIL Ltd | 137,132 | $5.06M | 0.01% | −5,228−3.7% | Reduced |
| Royal Bank of Canada | 127,946 | $4.72M | 0.00% | −5,459−4.1% | Reduced |
| Wellington Management Group LLP | 120,975 | $4.47M | 0.00% | −12,847−9.6% | Reduced |
| Deutsche Bank AG | 119,388 | $4.41M | 0.00% | +85,392+251.2% | Added |
| Swiss National Bank | 116,500 | $4.30M | 0.00% | −13,500−10.4% | Reduced |
| Putnam Investments LLC | 113,719 | $4.20M | 0.01% | +113,719 | New |
| Bragg Financial Advisors, Inc | 109,608 | $4.05M | 0.24% | +5,018+4.8% | Added |
| Cubist Systematic Strategies, LLC | 107,460 | $3.97M | 0.04% | −62,796−36.9% | Reduced |
| Gator Capital Management, LLC | 106,080 | $3.92M | 3.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 103,702 | $3.83M | 0.00% | −7,881−7.1% | Reduced |
| Two Sigma Investments, LP | 102,714 | $3.79M | 0.01% | +1,975+2.0% | Added |
| Prudential Financial Inc | 101,262 | $3.74M | 0.01% | +24,786+32.4% | Added |
| Ci Investments Inc. | 98,649 | $3.64M | 0.02% | −14,800−13.0% | Reduced |
| Boothbay Fund Management, LLC | 94,575 | $3.49M | 0.10% | +94,575 | New |
| Public Sector Pension Investment Board | 93,920 | $3.47M | 0.03% | −3,228−3.3% | Reduced |
| Qube Research & Technologies Ltd | 91,658 | $3.38M | 0.02% | +91,658 | New |
| AXA S.A. | 85,700 | $3.16M | 0.01% | +85,700 | New |
| Connors Investor Services Inc | 79,475 | $2.93M | 0.34% | −27,760−25.9% | Reduced |
| Kennedy Capital Management, Inc. | 76,851 | $2.84M | 0.08% | +1,444+1.9% | Added |
| Two Sigma Advisers, LP | 71,416 | $2.64M | 0.01% | +11,000+18.2% | Added |
| Algert Global LLC | 70,470 | $2.60M | 0.12% | +2,808+4.2% | Added |
| Emerald Mutual Fund Advisers Trust | 70,076 | $2.59M | 0.15% | +8,073+13.0% | Added |
| California State Teachers Retirement System | 68,765 | $2.54M | 0.00% | −933−1.3% | Reduced |
| Emerald Advisers, LLC | 67,121 | $2.48M | 0.12% | +67,121 | New |
| Assenagon Asset Management S.A. | 64,525 | $2.38M | 0.01% | −344−0.5% | Reduced |
| Citadel Advisors LLC | 61,460 | $2.27M | 0.00% | −216,061−77.9% | Reduced |
| First Trust Advisors LP | 61,446 | $2.27M | 0.00% | +837+1.4% | Added |
| Barclays PLC | 58,118 | $2.15M | 0.00% | +31,240+116.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,542 | $2.09M | 0.02% | −607−1.1% | Reduced |
| Bank of Montreal | 53,778 | $2.07M | 0.00% | +2,835+5.6% | Added |
| Thrivent Financial for Lutherans | 52,921 | $1.95M | 0.00% | −1,853−3.4% | Reduced |
| Brandywine Global Investment Management, LLC | 51,787 | $1.91M | 0.02% | −90−0.2% | Reduced |
| Great West Life Assurance Co | 51,292 | $1.89M | 0.00% | −3,056−5.6% | Reduced |
| Gratus Capital LLC | 49,943 | $1.84M | 0.14% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 48,843 | $1.80M | 0.01% | +48,843 | New |
| Credit Suisse AG | 48,257 | $1.78M | 0.00% | +4,153+9.4% | Added |
| Texas Permanent School Fund | 47,890 | $1.77M | 0.02% | +11,990+33.4% | Added |
| UBS Asset Management Americas Inc | 44,538 | $1.64M | 0.00% | +2,649+6.3% | Added |
| National Asset Management, Inc. | 44,409 | $1.64M | 0.04% | +437+1.0% | Added |
| Virginia Retirement Systems Et Al | 44,300 | $1.64M | 0.02% | +1,500+3.5% | Added |
| State of Tennessee, Treasury Department | 42,607 | $1.57M | 0.01% | +15,395+56.6% | Added |
| Rafferty Asset Management, LLC | 41,111 | $1.52M | 0.01% | +41,111 | New |
| New York State Teachers Retirement System | 39,862 | $1.47M | 0.00% | +10,300+34.8% | Added |
| BNP Paribas Arbitrage, SA | 39,631 | $1.46M | 0.00% | +11,401+40.4% | Added |
| Formula Growth Ltd | 39,624 | $1.46M | 0.47% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 39,350 | $1.45M | 0.01% | −2,803−6.6% | Reduced |
| State of Alaska, Department of Revenue | 36,568 | $1.35M | 0.02% | −625−1.7% | Reduced |
| TD Asset Management Inc | 36,404 | $1.34M | 0.00% | −4,425−10.8% | Reduced |
| Aviva PLC | 36,304 | $1.34M | 0.01% | +36,304 | New |
| Envestnet Asset Management Inc | 36,248 | $1.34M | 0.00% | −35,649−49.6% | Reduced |
| Susquehanna International Group, LLP | 34,941 | $1.29M | 0.00% | +34,941 | New |
| B. Metzler seel. Sohn & Co. AG | 33,155 | $1.22M | 0.02% | +7,524+29.4% | Added |
| American International Group, Inc. | 31,046 | $1.15M | 0.01% | +169+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 30,662 | $1.13M | 0.01% | +694+2.3% | Added |