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; 391 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Axos Financial, Inc. as of Jun 30, 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
- 260
- +4 vs. Q1 2023
- Shares held
- 48.1M
- +843.1K (+1.8%) vs. Q1 2023
- Total value
- $1.90B
- +$154.1M (+8.8%) vs. Q1 2023
- New holders
- 37
- 78 more added
- Sold out
- 33
- 104 more reduced
Compare with Q1 2023: 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 | 391 | $4.71B |
| Q1 2026 | 390 | $4.05B |
| Q4 2025 | 382 | $3.96B |
| Q3 2025 | 385 | $3.82B |
| Q2 2025 | 368 | $3.41B |
| Q1 2025 | 355 | $2.96B |
| Q4 2024 | 358 | $3.30B |
| Q3 2024 | 336 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,436,572 | $332.7M | 0.01% | −268,331−3.1% | Reduced |
| Vanguard Group Inc | 6,243,887 | $246.3M | 0.01% | −175,120−2.7% | Reduced |
| State Street Corp | 2,966,378 | $117.0M | 0.01% | +295,590+11.1% | Added |
| Dimensional Fund Advisors LP | 2,560,013 | $101.0M | 0.03% | +93,039+3.8% | Added |
| Wasatch Advisors Inc | 1,488,342 | $58.7M | 0.36% | −67,525−4.3% | Reduced |
| Davis Asset Management, L.P. | 1,425,000 | $56.2M | 3.37% | +225,000+18.8% | Added |
| Ameriprise Financial Inc | 1,301,966 | $51.3M | 0.02% | −58,922−4.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,152,406 | $45.5M | 0.26% | −326,008−22.1% | Reduced |
| Geode Capital Management, LLC | 1,072,494 | $42.3M | 0.00% | +21,935+2.1% | Added |
| Epoch Investment Partners, Inc. | 934,813 | $36.9M | 0.21% | +179,762+23.8% | Added |
| FMR LLC | 883,193 | $34.8M | 0.00% | −265,759−23.1% | Reduced |
| Jarislowsky, Fraser Ltd | 848,595 | $33.5M | 0.20% | −17,912−2.1% | Reduced |
| Northern Trust Corp | 780,035 | $30.8M | 0.01% | −3,615−0.5% | Reduced |
| Nuveen Asset Management, LLC | 741,506 | $29.2M | 0.01% | +22,292+3.1% | Added |
| Morgan Stanley | 679,862 | $26.8M | 0.00% | +5,600+0.8% | Added |
| Rice Hall James & Associates, LLC | 611,164 | $24.1M | 1.37% | −6,657−1.1% | Reduced |
| Loomis Sayles & Co L P | 585,428 | $23.1M | 0.04% | +157,206+36.7% | Added |
| Bank of New York Mellon Corp | 584,299 | $23.0M | 0.00% | −28,077−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 580,422 | $22.9M | 0.01% | +4,718+0.8% | Added |
| American Century Companies Inc | 552,109 | $21.8M | 0.02% | +48,995+9.7% | Added |
| Basswood Capital Management, L.L.C. | 542,762 | $21.4M | 1.58% | +115,583+27.1% | Added |
| Geneva Capital Management LLC | 541,293 | $21.3M | 0.42% | −994−0.2% | Reduced |
| JPMorgan Chase & Co | 524,267 | $20.7M | 0.00% | +78,124+17.5% | Added |
| Goldman Sachs Group Inc | 512,698 | $20.2M | 0.01% | +15,022+3.0% | Added |
| Norges Bank | 474,777 | $18.7M | 0.00% | −31,422−6.2% | Reduced |
| Shaker Investments LLC | 467,095 | $18.4M | 9.40% | −7,935−1.7% | Reduced |
| Pembroke Management, LTD | 429,649 | $16.9M | 1.83% | −18,934−4.2% | Reduced |
| Redwood Investments, LLC | 393,836 | $15.5M | 1.90% | +6,013+1.6% | Added |
| Millennium Management LLC | 390,441 | $15.4M | 0.02% | +177,096+83.0% | Added |
| Principal Financial Group Inc | 299,691 | $11.8M | 0.01% | −23,430−7.3% | Reduced |
| Orchard Capital Managment, LLC | 297,636 | $11.7M | 3.95% | −24,114−7.5% | Reduced |
| Victory Capital Management Inc | 277,663 | $11.0M | 0.01% | +102,211+58.3% | Added |
| Stieven Capital Advisors, L.P. | 260,433 | $10.3M | 2.66% | −115,200−30.7% | Reduced |
| Ategra Capital Management, LLC | 260,202 | $10.3M | 5.57% | −430.0% | Reduced |
| Invesco Ltd. | 238,712 | $9.41M | 0.00% | +87,946+58.3% | Added |
| Allspring Global Investments Holdings, LLC | 214,522 | $8.46M | 0.01% | +55,472+34.9% | Added |
| Bragg Financial Advisors, Inc | 214,188 | $8.45M | 0.46% | +104,580+95.4% | Added |
| Arrowstreet Capital, Limited Partnership | 206,818 | $8.16M | 0.01% | +206,818 | New |
| Rhumbline Advisers | 176,910 | $6.98M | 0.01% | −3,621−2.0% | Reduced |
| Scout Investments, Inc. | 147,159 | $6.94M | 0.14% | −64,016−30.3% | Reduced |
| Raymond James & Associates | 168,061 | $6.63M | 0.01% | −1,858−1.1% | Reduced |
| TCW Group Inc | 167,400 | $6.60M | 0.07% | +24,200+16.9% | Added |
| S&T Bank | 167,197 | $6.59M | 1.19% | −2,977−1.7% | Reduced |
| Bank of America Corp | 165,526 | $6.53M | 0.00% | −44,665−21.2% | Reduced |
| Royce & Associates LP | 164,047 | $6.47M | 0.06% | −113,115−40.8% | Reduced |
| Legal & General Group Plc | 153,005 | $6.03M | 0.00% | −4,507−2.9% | Reduced |
| Putnam Investments LLC | 152,387 | $6.01M | 0.01% | +38,668+34.0% | Added |
| Fred Alger Management, LLC | 137,918 | $5.44M | 0.03% | −6,777−4.7% | Reduced |
| Gator Capital Management, LLC | 134,780 | $5.32M | 3.74% | +28,700+27.1% | Added |
| Kestrel Investment Management Corp | 132,650 | $5.23M | 2.89% | +132,650 | New |
| Royal Bank of Canada | 131,039 | $5.17M | 0.00% | +3,093+2.4% | Added |
| D. E. Shaw & Co., Inc. | 129,831 | $5.12M | 0.01% | −45,897−26.1% | Reduced |
| Emerald Advisers, LLC | 127,286 | $5.02M | 0.22% | +60,165+89.6% | Added |
| Envestnet Asset Management Inc | 126,160 | $4.98M | 0.00% | +89,912+248.0% | Added |
| Lord, Abbett & Co. LLC | 124,030 | $4.89M | 0.02% | +124,030 | New |
| Emerald Mutual Fund Advisers Trust | 120,544 | $4.75M | 0.26% | +50,468+72.0% | Added |
| FIL Ltd | 118,114 | $4.66M | 0.01% | −19,018−13.9% | Reduced |
| Swiss National Bank | 117,500 | $4.63M | 0.00% | +1,000+0.9% | Added |
| Prudential Financial Inc | 114,756 | $4.53M | 0.01% | +13,494+13.3% | Added |
| Barclays PLC | 113,610 | $4.48M | 0.00% | +55,492+95.5% | Added |
| Kennedy Capital Management, Inc. | 113,595 | $4.48M | 0.10% | +36,744+47.8% | Added |
| Twinbeech Capital LP | 102,938 | $4.06M | 0.08% | +102,938 | New |
| Ci Investments Inc. | 101,290 | $4.00M | 0.02% | +2,641+2.7% | Added |
| Public Sector Pension Investment Board | 93,385 | $3.68M | 0.03% | −535−0.6% | Reduced |
| Citigroup Inc | 89,156 | $3.52M | 0.00% | +63,769+251.2% | Added |
| Rafferty Asset Management, LLC | 87,370 | $3.45M | 0.02% | +46,259+112.5% | Added |
| Wellington Management Group LLP | 81,837 | $3.23M | 0.00% | −39,138−32.4% | Reduced |
| Qube Research & Technologies Ltd | 79,123 | $3.12M | 0.01% | −12,535−13.7% | Reduced |
| Alliancebernstein L.P. | 79,014 | $3.12M | 0.00% | −24,688−23.8% | Reduced |
| Connors Investor Services Inc | 77,964 | $3.08M | 0.35% | −1,511−1.9% | Reduced |
| First Eagle Investment Management, LLC | 76,158 | $3.00M | 0.01% | +61,155+407.6% | Added |
| Algert Global LLC | 68,615 | $2.71M | 0.12% | −1,855−2.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 66,310 | $2.62M | 0.04% | +33,155+100.0% | Added |
| Deutsche Bank AG | 65,722 | $2.59M | 0.00% | −53,666−45.0% | Reduced |
| California State Teachers Retirement System | 64,545 | $2.55M | 0.00% | −4,220−6.1% | Reduced |
| Assenagon Asset Management S.A. | 63,588 | $2.51M | 0.01% | −937−1.5% | Reduced |
| Two Sigma Investments, LP | 63,151 | $2.49M | 0.01% | −39,563−38.5% | Reduced |
| Cubist Systematic Strategies, LLC | 61,395 | $2.42M | 0.03% | −46,065−42.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,469 | $2.35M | 0.02% | +2,927+5.2% | Added |
| First Trust Advisors LP | 58,900 | $2.32M | 0.00% | −2,546−4.1% | Reduced |
| Susquehanna International Group, LLP | 54,866 | $2.16M | 0.00% | +19,925+57.0% | Added |
| Credit Suisse AG | 54,157 | $2.14M | 0.00% | +5,900+12.2% | Added |
| Bank of Montreal | 51,426 | $2.09M | 0.00% | −2,352−4.4% | Reduced |
| Brandywine Global Investment Management, LLC | 51,823 | $2.04M | 0.02% | +36+0.1% | Added |
| Thrivent Financial for Lutherans | 51,715 | $2.04M | 0.00% | −1,206−2.3% | Reduced |
| Virginia Retirement Systems Et Al | 50,700 | $2.00M | 0.02% | +6,400+14.4% | Added |
| Gratus Capital LLC | 49,025 | $1.93M | 0.13% | −918−1.8% | Reduced |
| Lazard Asset Management LLC | 48,722 | $1.92M | 0.00% | +29,699+156.1% | Added |
| Edgestream Partners, L.P. | 46,413 | $1.83M | 0.17% | +46,413 | New |
| Texas Permanent School Fund | 46,323 | $1.83M | 0.02% | −1,567−3.3% | Reduced |
| Great West Life Assurance Co | 46,270 | $1.82M | 0.00% | −5,022−9.8% | Reduced |
| National Asset Management, Inc. | 44,286 | $1.75M | 0.04% | −123−0.3% | Reduced |
| State of Wisconsin Investment Board | 43,824 | $1.73M | 0.00% | +37,024+544.5% | Added |
| Two Sigma Advisers, LP | 41,716 | $1.65M | 0.00% | −29,700−41.6% | Reduced |
| UBS Asset Management Americas Inc | 44,538 | $1.64M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 39,062 | $1.54M | 0.00% | −800−2.0% | Reduced |
| Formula Growth Ltd | 35,624 | $1.41M | 0.45% | −4,000−10.1% | Reduced |
| State of Tennessee, Treasury Department | 34,984 | $1.38M | 0.01% | −7,623−17.9% | Reduced |
| Engineers Gate Manager LP | 34,853 | $1.37M | 0.05% | +26,187+302.2% | Added |
| State of Alaska, Department of Revenue | 34,617 | $1.36M | 0.02% | −1,951−5.3% | Reduced |