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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; 387 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.

Q1 2023 vs. Q4 2022

How the institutions holding Axos Financial, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of AX: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2442256+14
Shares47.1M31.7K47.3M+221.0K (+0.5%)
Value$1.80B$1.29M$1.75B−$53.6M (−3.0%)

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Axos Financial, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to AX in Q1 2023
InstitutionSharesValue% of portfolio
Fuller & Thaler Asset Management, Inc.1,478,414$54.6M0.31%
TCW Group Inc143,200$5.29M0.07%
Putnam Investments LLC113,719$4.20M0.01%
Boothbay Fund Management, LLC94,575$3.49M0.10%
Qube Research & Technologies Ltd91,658$3.38M0.02%
AXA S.A.85,700$3.16M0.01%
Emerald Advisers, LLC67,121$2.48M0.12%
State of New Jersey Common Pension Fund D48,843$1.80M0.01%
Rafferty Asset Management, LLC41,111$1.52M0.01%
Aviva PLC36,304$1.34M0.01%
Susquehanna International Group, LLP34,941$1.29M0.00%
Alpha DNA Investment Management LLC27,556$1.02M0.52%
Parallax Volatility Advisers, L.P.25,378$937.0K0.03%
Jackson Creek Investment Advisors LLC18,985$701.0K0.29%
PMC FIG Opportunities LLC17,000$627.6K4.00%
Wakefield Asset Management LLLP16,139$595.9K0.25%
Duality Advisers, LP15,148$559.3K0.06%
Hillsdale Investment Management Inc.15,100$557.5K0.05%
AE Wealth Management LLC14,760$544.9K0.00%
Prelude Capital Management, LLC14,465$534.0K0.04%
New York Life Investment Management LLC12,409$458.1K0.01%
Jane Street Group, LLC10,711$395.4K0.00%
Cipher Capital LP10,676$394.2K0.07%
Quadrature Capital Ltd10,153$374.9K0.01%
Axq Capital, LP9,610$354.8K0.14%
World Equity Group, Inc.22,084$338.1K0.06%
Balyasny Asset Management LLC8,446$311.8K0.00%
Alps Advisors Inc8,370$309.0K0.00%
Waterloo Capital, L.P.6,350$234.4K0.07%
Graham Capital Management, L.P.6,243$230.5K0.01%
Bayesian Capital Management, LP5,835$215.4K0.03%
Profund Advisors LLC5,452$201.3K0.01%
Point72 Middle East FZE4,083$150.8K0.01%
TD Private Client Wealth LLC1,055$39.0K0.00%
Moisand Fitzgerald Tamayo, LLC666$24.6K0.01%
Nomura Asset Management Co Ltd310$11.4K0.00%
Macroview Investment Management LLC292$10.8K0.02%
Bokf, NA124$4.58K0.00%
Foster Dykema Cabot & Co Inc59$2.00K0.00%
Ameritas Advisory Services, LLC47$1.75K0.00%
Ellevest, Inc.44$1.62K0.00%
Ronald Blue Trust, Inc.16$1.00K0.00%
Cerity Partners LLC1,064––

Sold out (29)

Institutions that held Axos Financial, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (2)

Institutions that held Axos Financial, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank31,663$1.29M
CoreCap Advisors, LLC21$803