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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 30,290 | $1.12M | 0.01% | +332+1.1% | Added |
| New York State Common Retirement Fund | 30,195 | $1.11M | 0.00% | −10,992−26.7% | Reduced |
| Yousif Capital Management, LLC | 30,193 | $1.11M | 0.01% | −3,750−11.0% | Reduced |
| Price T Rowe Associates Inc | 28,375 | $1.05M | 0.00% | +1,000+3.7% | Added |
| Teacher Retirement System of Texas | 28,319 | $1.05M | 0.01% | +16,353+136.7% | Added |
| Ensign Peak Advisors, Inc | 27,571 | $1.02M | 0.00% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 27,556 | $1.02M | 0.52% | +27,556 | New |
| Russell Investments Group, Ltd. | 27,100 | $1.00M | 0.00% | +521+2.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,498 | $941.4K | 0.00% | −20,018−44.0% | Reduced |
| Citigroup Inc | 25,387 | $937.3K | 0.00% | −8,847−25.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 25,378 | $937.0K | 0.03% | +25,378 | New |
| Cornercap Investment Counsel Inc | 25,244 | $932.0K | 0.16% | −3,797−13.1% | Reduced |
| State Board of Administration of Florida Retirement System | 25,012 | $923.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 24,948 | $921.1K | 0.00% | +362+1.5% | Added |
| Louisiana State Employees Retirement System | 24,900 | $919.3K | 0.02% | −500−2.0% | Reduced |
| Janus Henderson Group PLC | 24,276 | $896.1K | 0.00% | +12,874+112.9% | Added |
| Voloridge Investment Management, LLC | 24,121 | $890.5K | 0.00% | −72,827−75.1% | Reduced |
| LPL Financial LLC | 24,045 | $887.7K | 0.00% | −9,201−27.7% | Reduced |
| D.A. Davidson & Co. | 23,837 | $880.1K | 0.01% | −635−2.6% | Reduced |
| Amalgamated Bank | 23,015 | $850.0K | 0.01% | −2,159−8.6% | Reduced |
| Manufacturers Life Insurance Company, The | 22,961 | $847.7K | 0.00% | +85+0.4% | Added |
| Voya Investment Management LLC | 22,313 | $823.8K | 0.00% | −124−0.6% | Reduced |
| Credential Qtrade Securities Inc. | 22,264 | $822.0K | 0.05% | +451+2.1% | Added |
| BerganKDV Wealth Management, LLC | 21,820 | $805.6K | 0.08% | +313+1.5% | Added |
| Maryland State Retirement & Pension System | 21,505 | $794.0K | 0.02% | −490−2.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $775.3K | 0.12% | 00.0% | Unchanged |
| Truist Financial Corp | 20,131 | $743.2K | 0.00% | −19,673−49.4% | Reduced |
| Ridgewood Investments LLC | 19,963 | $737.0K | 0.45% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,499 | $719.9K | 0.00% | +15,522+390.3% | Added |
| Lazard Asset Management LLC | 19,023 | $702.0K | 0.00% | +18,276+2,446.6% | Added |
| Jackson Creek Investment Advisors LLC | 18,985 | $701.0K | 0.29% | +18,985 | New |
| Natixis Advisors, L.P. | 18,152 | $670.0K | 0.00% | −2,340−11.4% | Reduced |
| SEI Investments Co | 17,758 | $655.7K | 0.00% | −5,184−22.6% | Reduced |
| Oregon Public Employees Retirement Fund | 17,114 | $631.8K | 0.01% | −650−3.7% | Reduced |
| PMC FIG Opportunities LLC | 17,000 | $627.6K | 4.00% | +17,000 | New |
| Wakefield Asset Management LLLP | 16,139 | $595.9K | 0.25% | +16,139 | New |
| Y-Intercept (Hong Kong) Ltd | 15,966 | $589.5K | 0.07% | +10,450+189.4% | Added |
| Panagora Asset Management Inc | 15,931 | $588.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,646 | $577.6K | 0.01% | +465+3.1% | Added |
| Stifel Financial Corp | 15,561 | $574.5K | 0.00% | −3,275−17.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,440 | $570.0K | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 15,148 | $559.3K | 0.06% | +15,148 | New |
| Hillsdale Investment Management Inc. | 15,100 | $557.5K | 0.05% | +15,100 | New |
| First Eagle Investment Management, LLC | 15,003 | $553.9K | 0.00% | −25,000−62.5% | Reduced |
| AE Wealth Management LLC | 14,760 | $544.9K | 0.00% | +14,760 | New |
| Prelude Capital Management, LLC | 14,465 | $534.0K | 0.04% | +14,465 | New |
| First Republic Investment Management, Inc. | 13,893 | $512.9K | 0.00% | +306+2.3% | Added |
| Nisa Investment Advisors, LLC | 12,644 | $467.0K | 0.00% | 00.0% | Unchanged |
| Foundry Partners, LLC | 12,459 | $460.0K | 0.03% | −107,532−89.6% | Reduced |
| New York Life Investment Management LLC | 12,409 | $458.1K | 0.01% | +12,409 | New |
| Aquatic Capital Management LLC | 11,700 | $432.0K | 0.03% | +11,400+3,800.0% | Added |
| Mutual of America Capital Management LLC | 10,997 | $406.0K | 0.00% | −195−1.7% | Reduced |
| Van Hulzen Asset Management, LLC | 10,986 | $406.0K | 0.04% | +1,469+15.4% | Added |
| Jaffetilchin Investment Partners, LLC | 10,898 | $402.4K | 0.05% | +333+3.2% | Added |
| Jane Street Group, LLC | 10,711 | $395.4K | 0.00% | +10,711 | New |
| Cipher Capital LP | 10,676 | $394.2K | 0.07% | +10,676 | New |
| Trexquant Investment LP | 10,300 | $380.3K | 0.01% | −4,621−31.0% | Reduced |
| Quadrature Capital Ltd | 10,153 | $374.9K | 0.01% | +10,153 | New |
| Handelsbanken Fonder AB | 9,995 | $369.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 9,610 | $354.8K | 0.14% | +9,610 | New |
| World Equity Group, Inc. | 22,084 | $338.1K | 0.06% | +22,084 | New |
| Pinnacle Associates Ltd | 9,100 | $336.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,873 | $327.6K | 0.00% | −10,762−54.8% | Reduced |
| Engineers Gate Manager LP | 8,666 | $319.9K | 0.01% | +1,741+25.1% | Added |
| Everence Capital Management Inc | 8,590 | $317.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 8,548 | $315.6K | 0.00% | +256+3.1% | Added |
| Public Employees Retirement Association of Colorado | 8,494 | $314.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,489 | $313.4K | 0.00% | +2,835+50.1% | Added |
| Balyasny Asset Management LLC | 8,446 | $311.8K | 0.00% | +8,446 | New |
| Alps Advisors Inc | 8,370 | $309.0K | 0.00% | +8,370 | New |
| Commonwealth Equity Services, LLC | 8,230 | $303.0K | 0.00% | −2,220−21.2% | Reduced |
| ProShare Advisors LLC | 8,204 | $302.9K | 0.00% | −733−8.2% | Reduced |
| Versor Investments LP | 8,014 | $295.9K | 0.04% | −11,486−58.9% | Reduced |
| Alpha Cubed Investments, LLC | 7,900 | $291.7K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,773 | $287.0K | 0.03% | −884−10.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,718 | $284.9K | 0.00% | +1,986+34.6% | Added |
| Mission Creek Capital Partners, Inc. | 7,680 | $283.5K | 0.10% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,567 | $279.0K | 0.02% | +29+0.4% | Added |
| Ziegler Capital Management, LLC | 7,318 | $270.2K | 0.01% | +1,434+24.4% | Added |
| Gsa Capital Partners LLP | 7,217 | $266.0K | 0.03% | −11,554−61.6% | Reduced |
| Pictet Asset Management SA | 7,127 | $263.1K | 0.00% | +1,100+18.3% | Added |
| State of Wisconsin Investment Board | 6,800 | $251.1K | 0.00% | +94+1.4% | Added |
| Waterloo Capital, L.P. | 6,350 | $234.4K | 0.07% | +6,350 | New |
| Hancock Whitney Corp | 6,322 | $233.0K | 0.01% | −900−12.5% | Reduced |
| Graham Capital Management, L.P. | 6,243 | $230.5K | 0.01% | +6,243 | New |
| Captrust Financial Advisors | 6,107 | $225.5K | 0.00% | −1,217−16.6% | Reduced |
| Bayesian Capital Management, LP | 5,835 | $215.4K | 0.03% | +5,835 | New |
| Clearstead Advisors, LLC | 5,766 | $212.9K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,710 | $210.8K | 0.00% | −13,015−69.5% | Reduced |
| Cim Investment Mangement Inc | 5,465 | $201.8K | 0.07% | +188+3.6% | Added |
| Profund Advisors LLC | 5,452 | $201.3K | 0.01% | +5,452 | New |
| The PNC Financial Services Group, Inc. | 4,752 | $175.4K | 0.00% | +206+4.5% | Added |
| Ameritas Investment Partners, Inc. | 4,474 | $165.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| UBS Group AG | 4,238 | $156.5K | 0.00% | +788+22.8% | Added |
| Point72 Middle East FZE | 4,083 | $150.8K | 0.01% | +4,083 | New |
| Bourgeon Capital Management LLC | 4,000 | $147.7K | 0.04% | −745−15.7% | Reduced |
| Walleye Capital LLC | 3,782 | $139.6K | 0.00% | −8,091−68.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,663 | $135.0K | 0.00% | +2,087+132.4% | Added |