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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1 | $39 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 3 | $118 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $118 | 0.00% | +3 | New |
| Federated Hermes, Inc. | 5 | $197 | 0.00% | −5−50.0% | Reduced |
| Clearview Wealth Advisors LLC | 5 | $197 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $477 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $552 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $592 | 0.00% | +3+25.0% | Added |
| Gradient Investments LLC | 24 | $947 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31 | $1.22K | 0.00% | −1,373−97.8% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $1.89K | 0.00% | −8−14.3% | Reduced |
| Sofos Investments, Inc. | 39 | $1.91K | 0.01% | +2+5.4% | Added |
| First Capital Advisors Group, LLC. | 50 | $1.97K | 0.00% | +50 | New |
| Foster Dykema Cabot & Co Inc | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 41 | $2.00K | 0.00% | +41 | New |
| West Tower Group, LLC | 56 | $2.21K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 69 | $2.72K | 0.00% | +69 | New |
| Lindbrook Capital, LLC | 79 | $3.12K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $3.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $4.50K | 0.00% | +114 | New |
| Bokf, NA | 124 | $4.89K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 128 | $5.00K | 0.00% | +128 | New |
| Quadrant Capital Group LLC | 128 | $5.05K | 0.00% | −26−16.9% | Reduced |
| Signaturefd, LLC | 160 | $6.31K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $6.86K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 249 | $9.82K | 0.00% | +143+134.9% | Added |
| Ronald Blue Trust, Inc. | 256 | $10.0K | 0.00% | +240+1,500.0% | Added |
| Global Retirement Partners, LLC | 265 | $10.5K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 284 | $11.2K | 0.02% | −8−2.7% | Reduced |
| Armstrong Advisory Group, Inc | 292 | $11.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $12.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 332 | $13.1K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 355 | $14.0K | 0.00% | +355 | New |
| Parallel Advisors, LLC | 360 | $14.2K | 0.00% | +9+2.6% | Added |
| PrairieView Partners, LLC | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 385 | $15.2K | 0.01% | −867−69.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 467 | $18.4K | 0.00% | −155−24.9% | Reduced |
| Parkside Financial Bank & Trust | 512 | $20.2K | 0.00% | −26−4.8% | Reduced |
| State of Wyoming | 567 | $22.4K | 0.01% | −237−29.5% | Reduced |
| Public Employees Retirement System of Ohio | 620 | $24.0K | 0.00% | −17−2.7% | Reduced |
| BerganKDV Wealth Management, LLC | 661 | $26.1K | 0.00% | −21,159−97.0% | Reduced |
| Covestor Ltd | 971 | $38.0K | 0.03% | +197+25.5% | Added |
| Citadel Advisors LLC | 1,037 | $40.9K | 0.00% | −60,423−98.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,165 | $45.8K | 0.01% | +1,165 | New |
| Tower Research Capital LLC (TRC) | 1,190 | $46.9K | 0.00% | −2,473−67.5% | Reduced |
| Oakworth Capital, Inc. | 1,305 | $51.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,381 | $54.5K | 0.00% | +1,381 | New |
| Steward Partners Investment Advisory, LLC | 2,196 | $86.6K | 0.00% | +472+27.4% | Added |
| Simplex Trading, LLC | 2,245 | $88.0K | 0.00% | +2,245 | New |
| Huntington National Bank | 2,239 | $88.3K | 0.00% | +1,133+102.4% | Added |
| National Bank of Canada | 3,049 | $120.1K | 0.00% | +197+6.9% | Added |
| Metropolitan Life Insurance Co | 3,181 | $125.5K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,500 | $138.0K | 0.01% | −8,200−70.1% | Reduced |
| Earnest Partners LLC | 3,600 | $142.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,615 | $142.6K | 0.01% | +3,615 | New |
| KBC Group NV | 3,905 | $154.0K | 0.00% | −480−10.9% | Reduced |
| Bourgeon Capital Management LLC | 4,000 | $157.8K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 4,428 | $175.0K | 0.00% | +43+1.0% | Added |
| Ameritas Investment Partners, Inc. | 4,699 | $185.3K | 0.01% | +225+5.0% | Added |
| The PNC Financial Services Group, Inc. | 5,004 | $197.4K | 0.00% | +252+5.3% | Added |
| Bayesian Capital Management, LP | 5,100 | $201.1K | 0.02% | −735−12.6% | Reduced |
| UBS Group AG | 5,247 | $206.9K | 0.00% | +1,009+23.8% | Added |
| Crossmark Global Holdings, Inc. | 4,411 | $215.0K | 0.00% | +4,411 | New |
| Cim Investment Mangement Inc | 5,465 | $215.5K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,624 | $221.8K | 0.01% | +172+3.2% | Added |
| Clearstead Advisors, LLC | 5,766 | $227.4K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 6,045 | $238.4K | 0.00% | −1,082−15.2% | Reduced |
| James Investment Research Inc | 6,171 | $243.4K | 0.03% | +6,171 | New |
| Ergoteles LLC | 6,298 | $248.4K | 0.01% | +6,298 | New |
| Waterloo Capital, L.P. | 6,350 | $250.4K | 0.07% | 00.0% | Unchanged |
| Cipher Capital LP | 6,592 | $260.0K | 0.04% | −4,084−38.3% | Reduced |
| Amundi | 6,788 | $270.8K | 0.00% | +6,788 | New |
| Eqis Capital Management, Inc. | 7,101 | $280.1K | 0.03% | −672−8.6% | Reduced |
| Commonwealth Equity Services, LLC | 7,236 | $285.0K | 0.00% | −994−12.1% | Reduced |
| Quantinno Capital Management LP | 7,509 | $296.0K | 0.02% | −58−0.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,680 | $302.9K | 0.10% | 00.0% | Unchanged |
| Inceptionr LLC | 7,685 | $303.1K | 0.16% | +7,685 | New |
| Advisor Group Holdings, Inc. | 7,688 | $303.2K | 0.00% | −1,185−13.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,718 | $304.4K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,855 | $309.8K | 0.01% | +7,855 | New |
| Alpha Cubed Investments, LLC | 7,900 | $311.6K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,056 | $317.7K | 0.03% | −7,910−49.5% | Reduced |
| Everence Capital Management Inc | 8,590 | $325.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,435 | $332.7K | 0.00% | +65+0.8% | Added |
| Public Employees Retirement Association of Colorado | 8,494 | $335.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,774 | $346.0K | 0.00% | +570+6.9% | Added |
| Pinnacle Associates Ltd | 9,100 | $358.9K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,344 | $369.0K | 0.03% | +9,344 | New |
| Foundry Partners, LLC | 9,734 | $383.9K | 0.02% | −2,725−21.9% | Reduced |
| First Republic Investment Management, Inc. | 9,825 | $387.5K | 0.00% | −4,068−29.3% | Reduced |
| Handelsbanken Fonder AB | 9,995 | $394.0K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 10,176 | $401.3K | 0.01% | +10,176 | New |
| Mutual of America Capital Management LLC | 10,276 | $405.3K | 0.00% | −721−6.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,898 | $429.8K | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,904 | $430.0K | 0.04% | +3,687+51.1% | Added |
| New York Life Investment Management LLC | 11,163 | $440.3K | 0.00% | −1,246−10.0% | Reduced |
| Captrust Financial Advisors | 11,215 | $442.3K | 0.00% | +5,108+83.6% | Added |