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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.

Institutional holdersQ2 2023: 260 institutions
Q1 2021: 233 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 244 institutionsQ1 2022: 248 institutionsQ2 2022: 239 institutionsQ3 2022: 251 institutionsQ4 2022: 244 institutionsQ1 2023: 256 institutionsQ2 2023: 260 institutionsQ3 2023: 261 institutionsQ4 2023: 303 institutionsQ1 2024: 310 institutionsQ2 2024: 318 institutionsQ3 2024: 335 institutionsQ4 2024: 356 institutionsQ1 2025: 352 institutionsQ2 2025: 365 institutionsQ3 2025: 382 institutionsQ4 2025: 379 institutionsQ1 2026: 387 institutionsQ2 2026: 386 institutions
Value heldQ2 2023: $1.90B
Q1 2021: $2.11BQ2 2021: $2.11BQ3 2021: $2.38BQ4 2021: $2.54BQ1 2022: $2.13BQ2 2022: $1.68BQ3 2022: $1.61BQ4 2022: $1.80BQ1 2023: $1.75BQ2 2023: $1.90BQ3 2023: $1.82BQ4 2023: $2.70BQ1 2024: $2.64BQ2 2024: $2.79BQ3 2024: $3.01BQ4 2024: $3.30BQ1 2025: $2.96BQ2 2025: $3.41BQ3 2025: $3.82BQ4 2025: $3.96BQ1 2026: $4.05BQ2 2026: $4.71B
Institutions holding AX and their total value by quarter
QuarterHoldersValue
Q2 2026386$4.71B
Q1 2026387$4.05B
Q4 2025379$3.96B
Q3 2025382$3.82B
Q2 2025365$3.41B
Q1 2025352$2.96B
Q4 2024356$3.30B
Q3 2024335$3.01B
Q2 2024318$2.79B
Q1 2024310$2.64B
Q4 2023303$2.70B
Q3 2023261$1.82B
Q2 2023260$1.90B
Q1 2023256$1.75B
Q4 2022244$1.80B
Q3 2022251$1.61B
Q2 2022239$1.68B
Q1 2022248$2.13B
Q4 2021244$2.54B
Q3 2021232$2.38B
Q2 2021233$2.11B
Q1 2021233$2.11B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2023.

Institutions holding AX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
EJF Capital LLC33,608$1.33M0.61%+33,608New
HRT Financial LP32,629$1.29M0.01%+32,629New
Toroso Investments, LLC31,543$1.24M0.04%+31,543New
American International Group, Inc.30,312$1.20M0.01%−734−2.4%Reduced
MetLife Investment Management30,290$1.19M0.01%00.0%Unchanged
Price T Rowe Associates Inc29,043$1.15M0.00%+668+2.4%Added
TD Asset Management Inc28,973$1.14M0.00%−7,431−20.4%Reduced
Jane Street Group, LLC28,966$1.14M0.00%+18,255+170.4%Added
Federation des caisses Desjardins du Quebec28,665$1.13M0.01%−1,997−6.5%Reduced
Yousif Capital Management, LLC27,875$1.10M0.01%−2,318−7.7%Reduced
Louisiana State Employees Retirement System27,600$1.09M0.02%+2,700+10.8%Added
Ensign Peak Advisors, Inc27,571$1.09M0.00%00.0%Unchanged
Wells Fargo & Company27,548$1.09M0.00%+8,049+41.3%Added
Franklin Resources Inc27,431$1.08M0.00%+27,431New
Duality Advisers, LP26,510$1.05M0.13%+11,362+75.0%Added
Truist Financial Corp25,582$1.01M0.00%+5,451+27.1%Added
Cornercap Investment Counsel Inc25,244$995.6K0.17%00.0%Unchanged
Teacher Retirement System of Texas25,054$988.0K0.01%−3,265−11.5%Reduced
Mirae Asset Global Investments Co., Ltd.24,948$983.9K0.00%00.0%Unchanged
Janus Henderson Group PLC24,219$954.8K0.00%−57−0.2%Reduced
D.A. Davidson & Co.24,018$947.3K0.01%+181+0.8%Added
New York State Common Retirement Fund23,751$936.7K0.00%−6,444−21.3%Reduced
LPL Financial LLC23,254$917.1K0.00%−791−3.3%Reduced
Voya Investment Management LLC22,775$898.2K0.00%+462+2.1%Added
Manufacturers Life Insurance Company, The22,715$895.9K0.00%−246−1.1%Reduced
Van Hulzen Asset Management, LLC22,594$891.0K0.08%+11,608+105.7%Added
ExodusPoint Capital Management, LP22,304$880.0K0.01%+22,304New
Amalgamated Bank21,944$865.0K0.01%−1,071−4.7%Reduced
Credential Qtrade Securities Inc.21,900$863.7K0.05%−364−1.6%Reduced
PDT Partners, LLC21,031$829.5K0.11%+21,031New
NJ State Employees Deferred Compensation Plan21,000$828.2K0.12%00.0%Unchanged
Maryland State Retirement & Pension System20,497$808.4K0.02%−1,008−4.7%Reduced
Jackson Creek Investment Advisors LLC20,272$800.0K0.32%+1,287+6.8%Added
Ridgewood Investments LLC19,963$787.3K0.45%00.0%Unchanged
BNP Paribas Arbitrage, SA19,802$781.0K0.00%−19,829−50.0%Reduced
Russell Investments Group, Ltd.19,547$770.9K0.00%−7,553−27.9%Reduced
Alpha DNA Investment Management LLC19,448$767.0K0.43%−8,108−29.4%Reduced
AQR Capital Management LLC18,394$725.5K0.00%+18,394New
Natixis Advisors, L.P.17,727$699.0K0.00%−425−2.3%Reduced
Balyasny Asset Management LLC17,427$687.3K0.00%+8,981+106.3%Added
SEI Investments Co17,052$672.4K0.00%−706−4.0%Reduced
Oregon Public Employees Retirement Fund16,443$648.5K0.01%−671−3.9%Reduced
Teachers Retirement System of the State of Kentucky16,374$646.0K0.01%+934+6.0%Added
Wakefield Asset Management LLLP16,249$640.9K0.26%+110+0.7%Added
CCG Wealth Management, LLC16,211$639.4K0.40%+16,211New
State Board of Administration of Florida Retirement System16,152$637.0K0.00%−8,860−35.4%Reduced
Point72 Middle East FZE15,177$598.6K0.03%+11,094+271.7%Added
Arizona State Retirement System15,168$598.2K0.00%−478−3.1%Reduced
Raymond James Financial Services Advisors, Inc.14,755$581.9K0.00%−10,743−42.1%Reduced
AE Wealth Management LLC13,735$541.7K0.00%−1,025−6.9%Reduced
TD Private Client Wealth LLC13,591$536.0K0.02%+12,536+1,188.2%Added
Dark Forest Capital Management LP13,445$530.3K0.05%+13,445New
Mach-1 Financial Group, Inc.13,246$522.4K0.21%+13,246New
Versor Investments LP13,065$515.3K0.09%+5,051+63.0%Added
XTX Topco Ltd12,781$504.1K0.09%+12,781New
Nisa Investment Advisors, LLC12,630$498.1K0.00%−14−0.1%Reduced
AXA S.A.12,400$489.1K0.00%−73,300−85.5%Reduced
Boothbay Fund Management, LLC11,577$456.6K0.02%−82,998−87.8%Reduced
Stifel Financial Corp11,483$452.9K0.00%−4,078−26.2%Reduced
Creative Planning11,372$448.5K0.00%+2,824+33.0%Added
Captrust Financial Advisors11,215$442.3K0.00%+5,108+83.6%Added
New York Life Investment Management LLC11,163$440.3K0.00%−1,246−10.0%Reduced
Gsa Capital Partners LLP10,904$430.0K0.04%+3,687+51.1%Added
Jaffetilchin Investment Partners, LLC10,898$429.8K0.05%00.0%Unchanged
Mutual of America Capital Management LLC10,276$405.3K0.00%−721−6.6%Reduced
GTS Securities LLC10,176$401.3K0.01%+10,176New
Handelsbanken Fonder AB9,995$394.0K0.00%00.0%Unchanged
First Republic Investment Management, Inc.9,825$387.5K0.00%−4,068−29.3%Reduced
Foundry Partners, LLC9,734$383.9K0.02%−2,725−21.9%Reduced
Virtu Financial LLC9,344$369.0K0.03%+9,344New
Pinnacle Associates Ltd9,100$358.9K0.01%00.0%Unchanged
ProShare Advisors LLC8,774$346.0K0.00%+570+6.9%Added
Public Employees Retirement Association of Colorado8,494$335.0K0.00%00.0%Unchanged
Alps Advisors Inc8,435$332.7K0.00%+65+0.8%Added
Everence Capital Management Inc8,590$325.0K0.03%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd8,056$317.7K0.03%−7,910−49.5%Reduced
Alpha Cubed Investments, LLC7,900$311.6K0.02%00.0%Unchanged
First Hawaiian Bank7,855$309.8K0.01%+7,855New
Zurcher Kantonalbank (Zurich Cantonalbank)7,718$304.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.7,688$303.2K0.00%−1,185−13.4%Reduced
Inceptionr LLC7,685$303.1K0.16%+7,685New
Mission Creek Capital Partners, Inc.7,680$302.9K0.10%00.0%Unchanged
Quantinno Capital Management LP7,509$296.0K0.02%−58−0.8%Reduced
Commonwealth Equity Services, LLC7,236$285.0K0.00%−994−12.1%Reduced
Eqis Capital Management, Inc.7,101$280.1K0.03%−672−8.6%Reduced
Amundi6,788$270.8K0.00%+6,788New
Cipher Capital LP6,592$260.0K0.04%−4,084−38.3%Reduced
Waterloo Capital, L.P.6,350$250.4K0.07%00.0%Unchanged
Ergoteles LLC6,298$248.4K0.01%+6,298New
James Investment Research Inc6,171$243.4K0.03%+6,171New
Pictet Asset Management SA6,045$238.4K0.00%−1,082−15.2%Reduced
Clearstead Advisors, LLC5,766$227.4K0.01%00.0%Unchanged
Profund Advisors LLC5,624$221.8K0.01%+172+3.2%Added
Cim Investment Mangement Inc5,465$215.5K0.07%00.0%Unchanged
Crossmark Global Holdings, Inc.4,411$215.0K0.00%+4,411New
UBS Group AG5,247$206.9K0.00%+1,009+23.8%Added
Bayesian Capital Management, LP5,100$201.1K0.02%−735−12.6%Reduced
The PNC Financial Services Group, Inc.5,004$197.4K0.00%+252+5.3%Added
Ameritas Investment Partners, Inc.4,699$185.3K0.01%+225+5.0%Added
CWM, LLC4,428$175.0K0.00%+43+1.0%Added