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 |
|---|---|---|---|---|---|
| Creative Planning | 11,372 | $448.5K | 0.00% | +2,824+33.0% | Added |
| Stifel Financial Corp | 11,483 | $452.9K | 0.00% | −4,078−26.2% | Reduced |
| Boothbay Fund Management, LLC | 11,577 | $456.6K | 0.02% | −82,998−87.8% | Reduced |
| AXA S.A. | 12,400 | $489.1K | 0.00% | −73,300−85.5% | Reduced |
| Nisa Investment Advisors, LLC | 12,630 | $498.1K | 0.00% | −14−0.1% | Reduced |
| XTX Topco Ltd | 12,781 | $504.1K | 0.09% | +12,781 | New |
| Versor Investments LP | 13,065 | $515.3K | 0.09% | +5,051+63.0% | Added |
| Mach-1 Financial Group, Inc. | 13,246 | $522.4K | 0.21% | +13,246 | New |
| Dark Forest Capital Management LP | 13,445 | $530.3K | 0.05% | +13,445 | New |
| TD Private Client Wealth LLC | 13,591 | $536.0K | 0.02% | +12,536+1,188.2% | Added |
| AE Wealth Management LLC | 13,735 | $541.7K | 0.00% | −1,025−6.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,755 | $581.9K | 0.00% | −10,743−42.1% | Reduced |
| Arizona State Retirement System | 15,168 | $598.2K | 0.00% | −478−3.1% | Reduced |
| Point72 Middle East FZE | 15,177 | $598.6K | 0.03% | +11,094+271.7% | Added |
| State Board of Administration of Florida Retirement System | 16,152 | $637.0K | 0.00% | −8,860−35.4% | Reduced |
| CCG Wealth Management, LLC | 16,211 | $639.4K | 0.40% | +16,211 | New |
| Wakefield Asset Management LLLP | 16,249 | $640.9K | 0.26% | +110+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 16,374 | $646.0K | 0.01% | +934+6.0% | Added |
| Oregon Public Employees Retirement Fund | 16,443 | $648.5K | 0.01% | −671−3.9% | Reduced |
| SEI Investments Co | 17,052 | $672.4K | 0.00% | −706−4.0% | Reduced |
| Balyasny Asset Management LLC | 17,427 | $687.3K | 0.00% | +8,981+106.3% | Added |
| Natixis Advisors, L.P. | 17,727 | $699.0K | 0.00% | −425−2.3% | Reduced |
| AQR Capital Management LLC | 18,394 | $725.5K | 0.00% | +18,394 | New |
| Alpha DNA Investment Management LLC | 19,448 | $767.0K | 0.43% | −8,108−29.4% | Reduced |
| Russell Investments Group, Ltd. | 19,547 | $770.9K | 0.00% | −7,553−27.9% | Reduced |
| BNP Paribas Arbitrage, SA | 19,802 | $781.0K | 0.00% | −19,829−50.0% | Reduced |
| Ridgewood Investments LLC | 19,963 | $787.3K | 0.45% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 20,272 | $800.0K | 0.32% | +1,287+6.8% | Added |
| Maryland State Retirement & Pension System | 20,497 | $808.4K | 0.02% | −1,008−4.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $828.2K | 0.12% | 00.0% | Unchanged |
| PDT Partners, LLC | 21,031 | $829.5K | 0.11% | +21,031 | New |
| Credential Qtrade Securities Inc. | 21,900 | $863.7K | 0.05% | −364−1.6% | Reduced |
| Amalgamated Bank | 21,944 | $865.0K | 0.01% | −1,071−4.7% | Reduced |
| ExodusPoint Capital Management, LP | 22,304 | $880.0K | 0.01% | +22,304 | New |
| Van Hulzen Asset Management, LLC | 22,594 | $891.0K | 0.08% | +11,608+105.7% | Added |
| Manufacturers Life Insurance Company, The | 22,715 | $895.9K | 0.00% | −246−1.1% | Reduced |
| Voya Investment Management LLC | 22,775 | $898.2K | 0.00% | +462+2.1% | Added |
| LPL Financial LLC | 23,254 | $917.1K | 0.00% | −791−3.3% | Reduced |
| New York State Common Retirement Fund | 23,751 | $936.7K | 0.00% | −6,444−21.3% | Reduced |
| D.A. Davidson & Co. | 24,018 | $947.3K | 0.01% | +181+0.8% | Added |
| Janus Henderson Group PLC | 24,219 | $954.8K | 0.00% | −57−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,948 | $983.9K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 25,054 | $988.0K | 0.01% | −3,265−11.5% | Reduced |
| Cornercap Investment Counsel Inc | 25,244 | $995.6K | 0.17% | 00.0% | Unchanged |
| Truist Financial Corp | 25,582 | $1.01M | 0.00% | +5,451+27.1% | Added |
| Duality Advisers, LP | 26,510 | $1.05M | 0.13% | +11,362+75.0% | Added |
| Franklin Resources Inc | 27,431 | $1.08M | 0.00% | +27,431 | New |
| Wells Fargo & Company | 27,548 | $1.09M | 0.00% | +8,049+41.3% | Added |
| Ensign Peak Advisors, Inc | 27,571 | $1.09M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 27,600 | $1.09M | 0.02% | +2,700+10.8% | Added |
| Yousif Capital Management, LLC | 27,875 | $1.10M | 0.01% | −2,318−7.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 28,665 | $1.13M | 0.01% | −1,997−6.5% | Reduced |
| Jane Street Group, LLC | 28,966 | $1.14M | 0.00% | +18,255+170.4% | Added |
| TD Asset Management Inc | 28,973 | $1.14M | 0.00% | −7,431−20.4% | Reduced |
| Price T Rowe Associates Inc | 29,043 | $1.15M | 0.00% | +668+2.4% | Added |
| MetLife Investment Management | 30,290 | $1.19M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 30,312 | $1.20M | 0.01% | −734−2.4% | Reduced |
| Toroso Investments, LLC | 31,543 | $1.24M | 0.04% | +31,543 | New |
| HRT Financial LP | 32,629 | $1.29M | 0.01% | +32,629 | New |
| EJF Capital LLC | 33,608 | $1.33M | 0.61% | +33,608 | New |
| State of Alaska, Department of Revenue | 34,617 | $1.36M | 0.02% | −1,951−5.3% | Reduced |
| Engineers Gate Manager LP | 34,853 | $1.37M | 0.05% | +26,187+302.2% | Added |
| State of Tennessee, Treasury Department | 34,984 | $1.38M | 0.01% | −7,623−17.9% | Reduced |
| Formula Growth Ltd | 35,624 | $1.41M | 0.45% | −4,000−10.1% | Reduced |
| New York State Teachers Retirement System | 39,062 | $1.54M | 0.00% | −800−2.0% | Reduced |
| UBS Asset Management Americas Inc | 44,538 | $1.64M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 41,716 | $1.65M | 0.00% | −29,700−41.6% | Reduced |
| State of Wisconsin Investment Board | 43,824 | $1.73M | 0.00% | +37,024+544.5% | Added |
| National Asset Management, Inc. | 44,286 | $1.75M | 0.04% | −123−0.3% | Reduced |
| Great West Life Assurance Co | 46,270 | $1.82M | 0.00% | −5,022−9.8% | Reduced |
| Texas Permanent School Fund | 46,323 | $1.83M | 0.02% | −1,567−3.3% | Reduced |
| Edgestream Partners, L.P. | 46,413 | $1.83M | 0.17% | +46,413 | New |
| Lazard Asset Management LLC | 48,722 | $1.92M | 0.00% | +29,699+156.1% | Added |
| Gratus Capital LLC | 49,025 | $1.93M | 0.13% | −918−1.8% | Reduced |
| Virginia Retirement Systems Et Al | 50,700 | $2.00M | 0.02% | +6,400+14.4% | Added |
| Thrivent Financial for Lutherans | 51,715 | $2.04M | 0.00% | −1,206−2.3% | Reduced |
| Brandywine Global Investment Management, LLC | 51,823 | $2.04M | 0.02% | +36+0.1% | Added |
| Bank of Montreal | 51,426 | $2.09M | 0.00% | −2,352−4.4% | Reduced |
| Credit Suisse AG | 54,157 | $2.14M | 0.00% | +5,900+12.2% | Added |
| Susquehanna International Group, LLP | 54,866 | $2.16M | 0.00% | +19,925+57.0% | Added |
| First Trust Advisors LP | 58,900 | $2.32M | 0.00% | −2,546−4.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,469 | $2.35M | 0.02% | +2,927+5.2% | Added |
| Cubist Systematic Strategies, LLC | 61,395 | $2.42M | 0.03% | −46,065−42.9% | Reduced |
| Two Sigma Investments, LP | 63,151 | $2.49M | 0.01% | −39,563−38.5% | Reduced |
| Assenagon Asset Management S.A. | 63,588 | $2.51M | 0.01% | −937−1.5% | Reduced |
| California State Teachers Retirement System | 64,545 | $2.55M | 0.00% | −4,220−6.1% | Reduced |
| Deutsche Bank AG | 65,722 | $2.59M | 0.00% | −53,666−45.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 66,310 | $2.62M | 0.04% | +33,155+100.0% | Added |
| Algert Global LLC | 68,615 | $2.71M | 0.12% | −1,855−2.6% | Reduced |
| First Eagle Investment Management, LLC | 76,158 | $3.00M | 0.01% | +61,155+407.6% | Added |
| Connors Investor Services Inc | 77,964 | $3.08M | 0.35% | −1,511−1.9% | Reduced |
| Alliancebernstein L.P. | 79,014 | $3.12M | 0.00% | −24,688−23.8% | Reduced |
| Qube Research & Technologies Ltd | 79,123 | $3.12M | 0.01% | −12,535−13.7% | Reduced |
| Wellington Management Group LLP | 81,837 | $3.23M | 0.00% | −39,138−32.4% | Reduced |
| Rafferty Asset Management, LLC | 87,370 | $3.45M | 0.02% | +46,259+112.5% | Added |
| Citigroup Inc | 89,156 | $3.52M | 0.00% | +63,769+251.2% | Added |
| Public Sector Pension Investment Board | 93,385 | $3.68M | 0.03% | −535−0.6% | Reduced |
| Ci Investments Inc. | 101,290 | $4.00M | 0.02% | +2,641+2.7% | Added |
| Twinbeech Capital LP | 102,938 | $4.06M | 0.08% | +102,938 | New |
| Kennedy Capital Management, Inc. | 113,595 | $4.48M | 0.10% | +36,744+47.8% | Added |