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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $111 | 0.00% | −2−40.0% | Reduced |
| Clearview Wealth Advisors LLC | 5 | $185 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 10 | $369 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $437 | 0.00% | −120−90.9% | Reduced |
| SJS Investment Consulting Inc. | 12 | $444 | 0.00% | −5−29.4% | Reduced |
| Disciplined Investments, LLC | 14 | $517 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $702 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $886 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 31 | $1.00K | 0.00% | +9+40.9% | Added |
| Ronald Blue Trust, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 39 | $1.44K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 39 | $1.44K | 0.00% | +1+2.6% | Added |
| Ellevest, Inc. | 44 | $1.62K | 0.00% | +44 | New |
| Ameritas Advisory Services, LLC | 47 | $1.75K | 0.00% | +47 | New |
| Foster Dykema Cabot & Co Inc | 59 | $2.00K | 0.00% | +59 | New |
| JFS Wealth Advisors, LLC | 56 | $2.07K | 0.00% | −4−6.7% | Reduced |
| Lindbrook Capital, LLC | 79 | $2.92K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $3.40K | 0.00% | −2,624−96.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 105 | $3.88K | 0.00% | +5+5.0% | Added |
| Umb Bank N A | 106 | $3.91K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 124 | $4.58K | 0.00% | +124 | New |
| Quadrant Capital Group LLC | 154 | $5.69K | 0.00% | +50+48.1% | Added |
| Signaturefd, LLC | 160 | $5.91K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $6.42K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 265 | $10.1K | 0.00% | −8−2.9% | Reduced |
| Armstrong Advisory Group, Inc | 292 | $10.8K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 292 | $10.8K | 0.02% | +292 | New |
| Belpointe Asset Management LLC | 310 | $11.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $11.4K | 0.00% | +310 | New |
| First Horizon Advisors, Inc. | 332 | $12.3K | 0.00% | +156+88.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 350 | $12.9K | 0.01% | −350−50.0% | Reduced |
| Parallel Advisors, LLC | 351 | $13.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $14.8K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 402 | $14.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 538 | $19.9K | 0.01% | +186+52.8% | Added |
| Essex Investment Management Co LLC | 577 | $21.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 622 | $23.0K | 0.00% | −806−56.4% | Reduced |
| Public Employees Retirement System of Ohio | 637 | $24.0K | 0.00% | +27+4.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 666 | $24.6K | 0.01% | +666 | New |
| Covestor Ltd | 774 | $29.0K | 0.03% | +363+88.3% | Added |
| State of Wyoming | 804 | $29.7K | 0.01% | −327−28.9% | Reduced |
| TD Private Client Wealth LLC | 1,055 | $39.0K | 0.00% | +1,055 | New |
| Huntington National Bank | 1,106 | $40.8K | 0.00% | +88+8.6% | Added |
| Quarry LP | 1,252 | $46.2K | 0.03% | +426+51.6% | Added |
| Oakworth Capital, Inc. | 1,305 | $48.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,404 | $51.8K | 0.00% | −1,076−43.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,724 | $63.6K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,845 | $68.0K | 0.00% | +1,446+362.4% | Added |
| Sageworth Trust Co | 2,159 | $79.7K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 2,852 | $105.3K | 0.00% | +649+29.5% | Added |
| Metropolitan Life Insurance Co | 3,181 | $117.4K | 0.01% | −345−9.8% | Reduced |
| Earnest Partners LLC | 3,600 | $132.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,663 | $135.0K | 0.00% | +2,087+132.4% | Added |
| Walleye Capital LLC | 3,782 | $139.6K | 0.00% | −8,091−68.1% | Reduced |
| Bourgeon Capital Management LLC | 4,000 | $147.7K | 0.04% | −745−15.7% | Reduced |
| Point72 Middle East FZE | 4,083 | $150.8K | 0.01% | +4,083 | New |
| UBS Group AG | 4,238 | $156.5K | 0.00% | +788+22.8% | Added |
| KBC Group NV | 4,385 | $162.0K | 0.00% | −413−8.6% | Reduced |
| CWM, LLC | 4,385 | $162.0K | 0.00% | +176+4.2% | Added |
| Ameritas Investment Partners, Inc. | 4,474 | $165.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,752 | $175.4K | 0.00% | +206+4.5% | Added |
| Profund Advisors LLC | 5,452 | $201.3K | 0.01% | +5,452 | New |
| Cim Investment Mangement Inc | 5,465 | $201.8K | 0.07% | +188+3.6% | Added |
| Martingale Asset Management L P | 5,710 | $210.8K | 0.00% | −13,015−69.5% | Reduced |
| Clearstead Advisors, LLC | 5,766 | $212.9K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,835 | $215.4K | 0.03% | +5,835 | New |
| Captrust Financial Advisors | 6,107 | $225.5K | 0.00% | −1,217−16.6% | Reduced |
| Graham Capital Management, L.P. | 6,243 | $230.5K | 0.01% | +6,243 | New |
| Hancock Whitney Corp | 6,322 | $233.0K | 0.01% | −900−12.5% | Reduced |
| Waterloo Capital, L.P. | 6,350 | $234.4K | 0.07% | +6,350 | New |
| State of Wisconsin Investment Board | 6,800 | $251.1K | 0.00% | +94+1.4% | Added |
| Pictet Asset Management SA | 7,127 | $263.1K | 0.00% | +1,100+18.3% | Added |
| Gsa Capital Partners LLP | 7,217 | $266.0K | 0.03% | −11,554−61.6% | Reduced |
| Ziegler Capital Management, LLC | 7,318 | $270.2K | 0.01% | +1,434+24.4% | Added |
| Quantinno Capital Management LP | 7,567 | $279.0K | 0.02% | +29+0.4% | Added |
| Mission Creek Capital Partners, Inc. | 7,680 | $283.5K | 0.10% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,718 | $284.9K | 0.00% | +1,986+34.6% | Added |
| Eqis Capital Management, Inc. | 7,773 | $287.0K | 0.03% | −884−10.2% | Reduced |
| Alpha Cubed Investments, LLC | 7,900 | $291.7K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 8,014 | $295.9K | 0.04% | −11,486−58.9% | Reduced |
| ProShare Advisors LLC | 8,204 | $302.9K | 0.00% | −733−8.2% | Reduced |
| Commonwealth Equity Services, LLC | 8,230 | $303.0K | 0.00% | −2,220−21.2% | Reduced |
| Alps Advisors Inc | 8,370 | $309.0K | 0.00% | +8,370 | New |
| Balyasny Asset Management LLC | 8,446 | $311.8K | 0.00% | +8,446 | New |
| Verition Fund Management LLC | 8,489 | $313.4K | 0.00% | +2,835+50.1% | Added |
| Public Employees Retirement Association of Colorado | 8,494 | $314.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 8,548 | $315.6K | 0.00% | +256+3.1% | Added |
| Everence Capital Management Inc | 8,590 | $317.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,666 | $319.9K | 0.01% | +1,741+25.1% | Added |
| Advisor Group Holdings, Inc. | 8,873 | $327.6K | 0.00% | −10,762−54.8% | Reduced |
| Pinnacle Associates Ltd | 9,100 | $336.0K | 0.01% | 00.0% | Unchanged |
| World Equity Group, Inc. | 22,084 | $338.1K | 0.06% | +22,084 | New |
| Axq Capital, LP | 9,610 | $354.8K | 0.14% | +9,610 | New |
| Handelsbanken Fonder AB | 9,995 | $369.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,153 | $374.9K | 0.01% | +10,153 | New |
| Trexquant Investment LP | 10,300 | $380.3K | 0.01% | −4,621−31.0% | Reduced |
| Cipher Capital LP | 10,676 | $394.2K | 0.07% | +10,676 | New |
| Jane Street Group, LLC | 10,711 | $395.4K | 0.00% | +10,711 | New |