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 |
|---|---|---|---|---|---|
| Barclays PLC | 113,610 | $4.48M | 0.00% | +55,492+95.5% | Added |
| Prudential Financial Inc | 114,756 | $4.53M | 0.01% | +13,494+13.3% | Added |
| Swiss National Bank | 117,500 | $4.63M | 0.00% | +1,000+0.9% | Added |
| FIL Ltd | 118,114 | $4.66M | 0.01% | −19,018−13.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 120,544 | $4.75M | 0.26% | +50,468+72.0% | Added |
| Lord, Abbett & Co. LLC | 124,030 | $4.89M | 0.02% | +124,030 | New |
| Envestnet Asset Management Inc | 126,160 | $4.98M | 0.00% | +89,912+248.0% | Added |
| Emerald Advisers, LLC | 127,286 | $5.02M | 0.22% | +60,165+89.6% | Added |
| D. E. Shaw & Co., Inc. | 129,831 | $5.12M | 0.01% | −45,897−26.1% | Reduced |
| Royal Bank of Canada | 131,039 | $5.17M | 0.00% | +3,093+2.4% | Added |
| Kestrel Investment Management Corp | 132,650 | $5.23M | 2.89% | +132,650 | New |
| Gator Capital Management, LLC | 134,780 | $5.32M | 3.74% | +28,700+27.1% | Added |
| Fred Alger Management, LLC | 137,918 | $5.44M | 0.03% | −6,777−4.7% | Reduced |
| Putnam Investments LLC | 152,387 | $6.01M | 0.01% | +38,668+34.0% | Added |
| Legal & General Group Plc | 153,005 | $6.03M | 0.00% | −4,507−2.9% | Reduced |
| Royce & Associates LP | 164,047 | $6.47M | 0.06% | −113,115−40.8% | Reduced |
| Bank of America Corp | 165,526 | $6.53M | 0.00% | −44,665−21.2% | Reduced |
| S&T Bank | 167,197 | $6.59M | 1.19% | −2,977−1.7% | Reduced |
| TCW Group Inc | 167,400 | $6.60M | 0.07% | +24,200+16.9% | Added |
| Raymond James & Associates | 168,061 | $6.63M | 0.01% | −1,858−1.1% | Reduced |
| Scout Investments, Inc. | 147,159 | $6.94M | 0.14% | −64,016−30.3% | Reduced |
| Rhumbline Advisers | 176,910 | $6.98M | 0.01% | −3,621−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 206,818 | $8.16M | 0.01% | +206,818 | New |
| Bragg Financial Advisors, Inc | 214,188 | $8.45M | 0.46% | +104,580+95.4% | Added |
| Allspring Global Investments Holdings, LLC | 214,522 | $8.46M | 0.01% | +55,472+34.9% | Added |
| Invesco Ltd. | 238,712 | $9.41M | 0.00% | +87,946+58.3% | Added |
| Ategra Capital Management, LLC | 260,202 | $10.3M | 5.57% | −430.0% | Reduced |
| Stieven Capital Advisors, L.P. | 260,433 | $10.3M | 2.66% | −115,200−30.7% | Reduced |
| Victory Capital Management Inc | 277,663 | $11.0M | 0.01% | +102,211+58.3% | Added |
| Orchard Capital Managment, LLC | 297,636 | $11.7M | 3.95% | −24,114−7.5% | Reduced |
| Principal Financial Group Inc | 299,691 | $11.8M | 0.01% | −23,430−7.3% | Reduced |
| Millennium Management LLC | 390,441 | $15.4M | 0.02% | +177,096+83.0% | Added |
| Redwood Investments, LLC | 393,836 | $15.5M | 1.90% | +6,013+1.6% | Added |
| Pembroke Management, LTD | 429,649 | $16.9M | 1.83% | −18,934−4.2% | Reduced |
| Shaker Investments LLC | 467,095 | $18.4M | 9.40% | −7,935−1.7% | Reduced |
| Norges Bank | 474,777 | $18.7M | 0.00% | −31,422−6.2% | Reduced |
| Goldman Sachs Group Inc | 512,698 | $20.2M | 0.01% | +15,022+3.0% | Added |
| JPMorgan Chase & Co | 524,267 | $20.7M | 0.00% | +78,124+17.5% | Added |
| Geneva Capital Management LLC | 541,293 | $21.3M | 0.42% | −994−0.2% | Reduced |
| Basswood Capital Management, L.L.C. | 542,762 | $21.4M | 1.58% | +115,583+27.1% | Added |
| American Century Companies Inc | 552,109 | $21.8M | 0.02% | +48,995+9.7% | Added |
| Charles Schwab Investment Management Inc | 580,422 | $22.9M | 0.01% | +4,718+0.8% | Added |
| Bank of New York Mellon Corp | 584,299 | $23.0M | 0.00% | −28,077−4.6% | Reduced |
| Loomis Sayles & Co L P | 585,428 | $23.1M | 0.04% | +157,206+36.7% | Added |
| Rice Hall James & Associates, LLC | 611,164 | $24.1M | 1.37% | −6,657−1.1% | Reduced |
| Morgan Stanley | 679,862 | $26.8M | 0.00% | +5,600+0.8% | Added |
| Nuveen Asset Management, LLC | 741,506 | $29.2M | 0.01% | +22,292+3.1% | Added |
| Northern Trust Corp | 780,035 | $30.8M | 0.01% | −3,615−0.5% | Reduced |
| Jarislowsky, Fraser Ltd | 848,595 | $33.5M | 0.20% | −17,912−2.1% | Reduced |
| FMR LLC | 883,193 | $34.8M | 0.00% | −265,759−23.1% | Reduced |
| Epoch Investment Partners, Inc. | 934,813 | $36.9M | 0.21% | +179,762+23.8% | Added |
| Geode Capital Management, LLC | 1,072,494 | $42.3M | 0.00% | +21,935+2.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,152,406 | $45.5M | 0.26% | −326,008−22.1% | Reduced |
| Ameriprise Financial Inc | 1,301,966 | $51.3M | 0.02% | −58,922−4.3% | Reduced |
| Davis Asset Management, L.P. | 1,425,000 | $56.2M | 3.37% | +225,000+18.8% | Added |
| Wasatch Advisors Inc | 1,488,342 | $58.7M | 0.36% | −67,525−4.3% | Reduced |
| Dimensional Fund Advisors LP | 2,560,013 | $101.0M | 0.03% | +93,039+3.8% | Added |
| State Street Corp | 2,966,378 | $117.0M | 0.01% | +295,590+11.1% | Added |
| Vanguard Group Inc | 6,243,887 | $246.3M | 0.01% | −175,120−2.7% | Reduced |
| BlackRock Inc. | 8,436,572 | $332.7M | 0.01% | −268,331−3.1% | Reduced |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −48,843−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −39,350−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −36,304−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −25,378−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −24,121−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −15,931−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,465−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,153−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,610−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −22,084−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,489−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −7,318−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −6,322−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,243−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,710−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,782−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −2,159−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −666−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |