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.
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 | 387 | $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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 107,460 | $3.97M | 0.04% | −62,796−36.9% | Reduced |
| Bragg Financial Advisors, Inc | 109,608 | $4.05M | 0.24% | +5,018+4.8% | Added |
| Putnam Investments LLC | 113,719 | $4.20M | 0.01% | +113,719 | New |
| Swiss National Bank | 116,500 | $4.30M | 0.00% | −13,500−10.4% | Reduced |
| Deutsche Bank AG | 119,388 | $4.41M | 0.00% | +85,392+251.2% | Added |
| Wellington Management Group LLP | 120,975 | $4.47M | 0.00% | −12,847−9.6% | Reduced |
| Royal Bank of Canada | 127,946 | $4.72M | 0.00% | −5,459−4.1% | Reduced |
| FIL Ltd | 137,132 | $5.06M | 0.01% | −5,228−3.7% | Reduced |
| TCW Group Inc | 143,200 | $5.29M | 0.07% | +143,200 | New |
| Fred Alger Management, LLC | 144,695 | $5.34M | 0.03% | −950,760−86.8% | Reduced |
| Invesco Ltd. | 150,766 | $5.57M | 0.00% | −3,020−2.0% | Reduced |
| Legal & General Group Plc | 157,512 | $5.82M | 0.00% | +565+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 159,050 | $5.87M | 0.01% | +10,213+6.9% | Added |
| Raymond James & Associates | 169,919 | $6.27M | 0.01% | +38,410+29.2% | Added |
| S&T Bank | 170,174 | $6.28M | 1.16% | −1,822−1.1% | Reduced |
| Victory Capital Management Inc | 175,452 | $6.48M | 0.01% | +52,939+43.2% | Added |
| D. E. Shaw & Co., Inc. | 175,728 | $6.49M | 0.01% | +11,974+7.3% | Added |
| Rhumbline Advisers | 180,531 | $6.67M | 0.01% | +7,600+4.4% | Added |
| Bank of America Corp | 210,191 | $7.76M | 0.00% | +5,934+2.9% | Added |
| Scout Investments, Inc. | 211,175 | $7.80M | 0.16% | −2,404−1.1% | Reduced |
| Millennium Management LLC | 213,345 | $7.88M | 0.01% | −350,710−62.2% | Reduced |
| Ategra Capital Management, LLC | 260,245 | $9.61M | 5.37% | +9,191+3.7% | Added |
| Royce & Associates LP | 277,162 | $10.2M | 0.10% | +5,600+2.1% | Added |
| Orchard Capital Managment, LLC | 321,750 | $11.9M | 3.97% | +10,000+3.2% | Added |
| Principal Financial Group Inc | 323,121 | $11.9M | 0.01% | −3,834−1.2% | Reduced |
| Stieven Capital Advisors, L.P. | 375,633 | $13.9M | 3.63% | +157,300+72.0% | Added |
| Redwood Investments, LLC | 387,823 | $14.3M | 1.83% | +6,083+1.6% | Added |
| Basswood Capital Management, L.L.C. | 427,179 | $15.8M | 1.10% | −40,442−8.6% | Reduced |
| Loomis Sayles & Co L P | 428,222 | $15.8M | 0.03% | −159,399−27.1% | Reduced |
| JPMorgan Chase & Co | 446,143 | $16.5M | 0.00% | +73,617+19.8% | Added |
| Pembroke Management, LTD | 448,583 | $16.6M | 1.81% | −31,966−6.7% | Reduced |
| Shaker Investments LLC | 475,030 | $17.5M | 9.80% | +1,904+0.4% | Added |
| Goldman Sachs Group Inc | 497,676 | $18.4M | 0.00% | +89,570+21.9% | Added |
| American Century Companies Inc | 503,114 | $18.5M | 0.01% | +94,005+23.0% | Added |
| Norges Bank | 506,199 | $18.7M | 0.00% | −42,083−7.7% | Reduced |
| Geneva Capital Management LLC | 542,287 | $20.0M | 0.41% | −413,403−43.3% | Reduced |
| Charles Schwab Investment Management Inc | 575,704 | $21.3M | 0.01% | +12,151+2.2% | Added |
| Bank of New York Mellon Corp | 612,376 | $22.6M | 0.00% | −33,476−5.2% | Reduced |
| Rice Hall James & Associates, LLC | 617,821 | $22.8M | 1.30% | −52,127−7.8% | Reduced |
| Morgan Stanley | 674,262 | $24.9M | 0.00% | +98,385+17.1% | Added |
| Nuveen Asset Management, LLC | 719,214 | $26.6M | 0.01% | +206,637+40.3% | Added |
| Epoch Investment Partners, Inc. | 755,051 | $27.9M | 0.17% | −126,432−14.3% | Reduced |
| Northern Trust Corp | 783,650 | $28.9M | 0.01% | −6,755−0.9% | Reduced |
| Jarislowsky, Fraser Ltd | 866,507 | $32.0M | 0.20% | −23,980−2.7% | Reduced |
| Geode Capital Management, LLC | 1,050,559 | $38.8M | 0.01% | +27,616+2.7% | Added |
| FMR LLC | 1,148,952 | $42.4M | 0.00% | −833,998−42.1% | Reduced |
| Davis Asset Management, L.P. | 1,200,000 | $44.3M | 2.85% | +187,763+18.5% | Added |
| Ameriprise Financial Inc | 1,360,888 | $50.2M | 0.02% | −80,823−5.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,478,414 | $54.6M | 0.31% | +1,478,414 | New |
| Wasatch Advisors Inc | 1,555,867 | $57.4M | 0.36% | +177,729+12.9% | Added |
| Dimensional Fund Advisors LP | 2,466,974 | $91.1M | 0.03% | +173,836+7.6% | Added |
| State Street Corp | 2,670,788 | $98.6M | 0.01% | +485,842+22.2% | Added |
| Vanguard Group Inc | 6,419,007 | $237.0M | 0.01% | +47,331+0.7% | Added |
| BlackRock Inc. | 8,704,903 | $321.4M | 0.01% | −130,437−1.5% | Reduced |
| Sofos Investments, Inc. | 37 | – | – | −1−2.6% | Reduced |
| Cerity Partners LLC | 1,064 | – | – | +1,064 | New |
| CCG Wealth Management, LLC | 0 | $0 | 0.00% | −370,884−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −31,451−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −27,300−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,239−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −14,365−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,519−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,724−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −9,141−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −7,368−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −6,362−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −5,860−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −5,541−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,490−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |