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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 3,600 | $132.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,181 | $117.4K | 0.01% | −345−9.8% | Reduced |
| National Bank of Canada | 2,852 | $105.3K | 0.00% | +649+29.5% | Added |
| Sageworth Trust Co | 2,159 | $79.7K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,845 | $68.0K | 0.00% | +1,446+362.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,724 | $63.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,404 | $51.8K | 0.00% | −1,076−43.4% | Reduced |
| Oakworth Capital, Inc. | 1,305 | $48.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,252 | $46.2K | 0.03% | +426+51.6% | Added |
| Huntington National Bank | 1,106 | $40.8K | 0.00% | +88+8.6% | Added |
| TD Private Client Wealth LLC | 1,055 | $39.0K | 0.00% | +1,055 | New |
| State of Wyoming | 804 | $29.7K | 0.01% | −327−28.9% | Reduced |
| Covestor Ltd | 774 | $29.0K | 0.03% | +363+88.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 666 | $24.6K | 0.01% | +666 | New |
| Public Employees Retirement System of Ohio | 637 | $24.0K | 0.00% | +27+4.4% | Added |
| Fifth Third Bancorp | 622 | $23.0K | 0.00% | −806−56.4% | Reduced |
| Essex Investment Management Co LLC | 577 | $21.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 538 | $19.9K | 0.01% | +186+52.8% | Added |
| TCI Wealth Advisors, Inc. | 402 | $14.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $14.8K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 351 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 350 | $12.9K | 0.01% | −350−50.0% | Reduced |
| First Horizon Advisors, Inc. | 332 | $12.3K | 0.00% | +156+88.6% | Added |
| Belpointe Asset Management LLC | 310 | $11.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $11.4K | 0.00% | +310 | New |
| Armstrong Advisory Group, Inc | 292 | $10.8K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 292 | $10.8K | 0.02% | +292 | New |
| Global Retirement Partners, LLC | 265 | $10.1K | 0.00% | −8−2.9% | Reduced |
| SRS Capital Advisors, Inc. | 174 | $6.42K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 160 | $5.91K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 154 | $5.69K | 0.00% | +50+48.1% | Added |
| Bokf, NA | 124 | $4.58K | 0.00% | +124 | New |
| Umb Bank N A | 106 | $3.91K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 105 | $3.88K | 0.00% | +5+5.0% | Added |
| IFP Advisors, Inc | 96 | $3.40K | 0.00% | −2,624−96.5% | Reduced |
| Lindbrook Capital, LLC | 79 | $2.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $2.07K | 0.00% | −4−6.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 59 | $2.00K | 0.00% | +59 | New |
| Ameritas Advisory Services, LLC | 47 | $1.75K | 0.00% | +47 | New |
| Ellevest, Inc. | 44 | $1.62K | 0.00% | +44 | New |
| Farmers & Merchants Investments Inc | 39 | $1.44K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 39 | $1.44K | 0.00% | +1+2.6% | Added |
| Steward Financial Group LLC | 31 | $1.00K | 0.00% | +9+40.9% | Added |
| Ronald Blue Trust, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Gradient Investments LLC | 24 | $886 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $702 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $517 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $444 | 0.00% | −5−29.4% | Reduced |
| TD Waterhouse Canada Inc. | 12 | $437 | 0.00% | −120−90.9% | Reduced |
| Federated Hermes, Inc. | 10 | $369 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 5 | $185 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $111 | 0.00% | −2−40.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |