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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 10,898 | $402.4K | 0.05% | +333+3.2% | Added |
| Van Hulzen Asset Management, LLC | 10,986 | $406.0K | 0.04% | +1,469+15.4% | Added |
| Mutual of America Capital Management LLC | 10,997 | $406.0K | 0.00% | −195−1.7% | Reduced |
| Aquatic Capital Management LLC | 11,700 | $432.0K | 0.03% | +11,400+3,800.0% | Added |
| New York Life Investment Management LLC | 12,409 | $458.1K | 0.01% | +12,409 | New |
| Foundry Partners, LLC | 12,459 | $460.0K | 0.03% | −107,532−89.6% | Reduced |
| Nisa Investment Advisors, LLC | 12,644 | $467.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 13,893 | $512.9K | 0.00% | +306+2.3% | Added |
| Prelude Capital Management, LLC | 14,465 | $534.0K | 0.04% | +14,465 | New |
| AE Wealth Management LLC | 14,760 | $544.9K | 0.00% | +14,760 | New |
| First Eagle Investment Management, LLC | 15,003 | $553.9K | 0.00% | −25,000−62.5% | Reduced |
| Hillsdale Investment Management Inc. | 15,100 | $557.5K | 0.05% | +15,100 | New |
| Duality Advisers, LP | 15,148 | $559.3K | 0.06% | +15,148 | New |
| Teachers Retirement System of the State of Kentucky | 15,440 | $570.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,561 | $574.5K | 0.00% | −3,275−17.4% | Reduced |
| Arizona State Retirement System | 15,646 | $577.6K | 0.01% | +465+3.1% | Added |
| Panagora Asset Management Inc | 15,931 | $588.2K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,966 | $589.5K | 0.07% | +10,450+189.4% | Added |
| Wakefield Asset Management LLLP | 16,139 | $595.9K | 0.25% | +16,139 | New |
| PMC FIG Opportunities LLC | 17,000 | $627.6K | 4.00% | +17,000 | New |
| Oregon Public Employees Retirement Fund | 17,114 | $631.8K | 0.01% | −650−3.7% | Reduced |
| SEI Investments Co | 17,758 | $655.7K | 0.00% | −5,184−22.6% | Reduced |
| Natixis Advisors, L.P. | 18,152 | $670.0K | 0.00% | −2,340−11.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 18,985 | $701.0K | 0.29% | +18,985 | New |
| Lazard Asset Management LLC | 19,023 | $702.0K | 0.00% | +18,276+2,446.6% | Added |
| Wells Fargo & Company | 19,499 | $719.9K | 0.00% | +15,522+390.3% | Added |
| Ridgewood Investments LLC | 19,963 | $737.0K | 0.45% | 00.0% | Unchanged |
| Truist Financial Corp | 20,131 | $743.2K | 0.00% | −19,673−49.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $775.3K | 0.12% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,505 | $794.0K | 0.02% | −490−2.2% | Reduced |
| BerganKDV Wealth Management, LLC | 21,820 | $805.6K | 0.08% | +313+1.5% | Added |
| Credential Qtrade Securities Inc. | 22,264 | $822.0K | 0.05% | +451+2.1% | Added |
| Voya Investment Management LLC | 22,313 | $823.8K | 0.00% | −124−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 22,961 | $847.7K | 0.00% | +85+0.4% | Added |
| Amalgamated Bank | 23,015 | $850.0K | 0.01% | −2,159−8.6% | Reduced |
| D.A. Davidson & Co. | 23,837 | $880.1K | 0.01% | −635−2.6% | Reduced |
| LPL Financial LLC | 24,045 | $887.7K | 0.00% | −9,201−27.7% | Reduced |
| Voloridge Investment Management, LLC | 24,121 | $890.5K | 0.00% | −72,827−75.1% | Reduced |
| Janus Henderson Group PLC | 24,276 | $896.1K | 0.00% | +12,874+112.9% | Added |
| Louisiana State Employees Retirement System | 24,900 | $919.3K | 0.02% | −500−2.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,948 | $921.1K | 0.00% | +362+1.5% | Added |
| State Board of Administration of Florida Retirement System | 25,012 | $923.4K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 25,244 | $932.0K | 0.16% | −3,797−13.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 25,378 | $937.0K | 0.03% | +25,378 | New |
| Citigroup Inc | 25,387 | $937.3K | 0.00% | −8,847−25.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,498 | $941.4K | 0.00% | −20,018−44.0% | Reduced |
| Russell Investments Group, Ltd. | 27,100 | $1.00M | 0.00% | +521+2.0% | Added |
| Alpha DNA Investment Management LLC | 27,556 | $1.02M | 0.52% | +27,556 | New |
| Ensign Peak Advisors, Inc | 27,571 | $1.02M | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 28,319 | $1.05M | 0.01% | +16,353+136.7% | Added |
| Price T Rowe Associates Inc | 28,375 | $1.05M | 0.00% | +1,000+3.7% | Added |
| Yousif Capital Management, LLC | 30,193 | $1.11M | 0.01% | −3,750−11.0% | Reduced |
| New York State Common Retirement Fund | 30,195 | $1.11M | 0.00% | −10,992−26.7% | Reduced |
| MetLife Investment Management | 30,290 | $1.12M | 0.01% | +332+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 30,662 | $1.13M | 0.01% | +694+2.3% | Added |
| American International Group, Inc. | 31,046 | $1.15M | 0.01% | +169+0.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 33,155 | $1.22M | 0.02% | +7,524+29.4% | Added |
| Susquehanna International Group, LLP | 34,941 | $1.29M | 0.00% | +34,941 | New |
| Envestnet Asset Management Inc | 36,248 | $1.34M | 0.00% | −35,649−49.6% | Reduced |
| Aviva PLC | 36,304 | $1.34M | 0.01% | +36,304 | New |
| TD Asset Management Inc | 36,404 | $1.34M | 0.00% | −4,425−10.8% | Reduced |
| State of Alaska, Department of Revenue | 36,568 | $1.35M | 0.02% | −625−1.7% | Reduced |
| Los Angeles Capital Management LLC | 39,350 | $1.45M | 0.01% | −2,803−6.6% | Reduced |
| Formula Growth Ltd | 39,624 | $1.46M | 0.47% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 39,631 | $1.46M | 0.00% | +11,401+40.4% | Added |
| New York State Teachers Retirement System | 39,862 | $1.47M | 0.00% | +10,300+34.8% | Added |
| Rafferty Asset Management, LLC | 41,111 | $1.52M | 0.01% | +41,111 | New |
| State of Tennessee, Treasury Department | 42,607 | $1.57M | 0.01% | +15,395+56.6% | Added |
| Virginia Retirement Systems Et Al | 44,300 | $1.64M | 0.02% | +1,500+3.5% | Added |
| National Asset Management, Inc. | 44,409 | $1.64M | 0.04% | +437+1.0% | Added |
| UBS Asset Management Americas Inc | 44,538 | $1.64M | 0.00% | +2,649+6.3% | Added |
| Texas Permanent School Fund | 47,890 | $1.77M | 0.02% | +11,990+33.4% | Added |
| Credit Suisse AG | 48,257 | $1.78M | 0.00% | +4,153+9.4% | Added |
| State of New Jersey Common Pension Fund D | 48,843 | $1.80M | 0.01% | +48,843 | New |
| Gratus Capital LLC | 49,943 | $1.84M | 0.14% | 00.0% | Unchanged |
| Great West Life Assurance Co | 51,292 | $1.89M | 0.00% | −3,056−5.6% | Reduced |
| Brandywine Global Investment Management, LLC | 51,787 | $1.91M | 0.02% | −90−0.2% | Reduced |
| Thrivent Financial for Lutherans | 52,921 | $1.95M | 0.00% | −1,853−3.4% | Reduced |
| Bank of Montreal | 53,778 | $2.07M | 0.00% | +2,835+5.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,542 | $2.09M | 0.02% | −607−1.1% | Reduced |
| Barclays PLC | 58,118 | $2.15M | 0.00% | +31,240+116.2% | Added |
| First Trust Advisors LP | 61,446 | $2.27M | 0.00% | +837+1.4% | Added |
| Citadel Advisors LLC | 61,460 | $2.27M | 0.00% | −216,061−77.9% | Reduced |
| Assenagon Asset Management S.A. | 64,525 | $2.38M | 0.01% | −344−0.5% | Reduced |
| Emerald Advisers, LLC | 67,121 | $2.48M | 0.12% | +67,121 | New |
| California State Teachers Retirement System | 68,765 | $2.54M | 0.00% | −933−1.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 70,076 | $2.59M | 0.15% | +8,073+13.0% | Added |
| Algert Global LLC | 70,470 | $2.60M | 0.12% | +2,808+4.2% | Added |
| Two Sigma Advisers, LP | 71,416 | $2.64M | 0.01% | +11,000+18.2% | Added |
| Kennedy Capital Management, Inc. | 76,851 | $2.84M | 0.08% | +1,444+1.9% | Added |
| Connors Investor Services Inc | 79,475 | $2.93M | 0.34% | −27,760−25.9% | Reduced |
| AXA S.A. | 85,700 | $3.16M | 0.01% | +85,700 | New |
| Qube Research & Technologies Ltd | 91,658 | $3.38M | 0.02% | +91,658 | New |
| Public Sector Pension Investment Board | 93,920 | $3.47M | 0.03% | −3,228−3.3% | Reduced |
| Boothbay Fund Management, LLC | 94,575 | $3.49M | 0.10% | +94,575 | New |
| Ci Investments Inc. | 98,649 | $3.64M | 0.02% | −14,800−13.0% | Reduced |
| Prudential Financial Inc | 101,262 | $3.74M | 0.01% | +24,786+32.4% | Added |
| Two Sigma Investments, LP | 102,714 | $3.79M | 0.01% | +1,975+2.0% | Added |
| Alliancebernstein L.P. | 103,702 | $3.83M | 0.00% | −7,881−7.1% | Reduced |
| Gator Capital Management, LLC | 106,080 | $3.92M | 3.04% | 00.0% | Unchanged |