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; 387 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 | 387 | $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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 4,000 | $157.8K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 3,905 | $154.0K | 0.00% | −480−10.9% | Reduced |
| PEAK6 Investments LLC | 3,615 | $142.6K | 0.01% | +3,615 | New |
| Earnest Partners LLC | 3,600 | $142.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,500 | $138.0K | 0.01% | −8,200−70.1% | Reduced |
| Metropolitan Life Insurance Co | 3,181 | $125.5K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,049 | $120.1K | 0.00% | +197+6.9% | Added |
| Huntington National Bank | 2,239 | $88.3K | 0.00% | +1,133+102.4% | Added |
| Simplex Trading, LLC | 2,245 | $88.0K | 0.00% | +2,245 | New |
| Steward Partners Investment Advisory, LLC | 2,196 | $86.6K | 0.00% | +472+27.4% | Added |
| Group One Trading, L.P. | 1,381 | $54.5K | 0.00% | +1,381 | New |
| Oakworth Capital, Inc. | 1,305 | $51.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,190 | $46.9K | 0.00% | −2,473−67.5% | Reduced |
| Coppell Advisory Solutions LLC | 1,165 | $45.8K | 0.01% | +1,165 | New |
| Citadel Advisors LLC | 1,037 | $40.9K | 0.00% | −60,423−98.3% | Reduced |
| Covestor Ltd | 971 | $38.0K | 0.03% | +197+25.5% | Added |
| BerganKDV Wealth Management, LLC | 661 | $26.1K | 0.00% | −21,159−97.0% | Reduced |
| Public Employees Retirement System of Ohio | 620 | $24.0K | 0.00% | −17−2.7% | Reduced |
| State of Wyoming | 567 | $22.4K | 0.01% | −237−29.5% | Reduced |
| Parkside Financial Bank & Trust | 512 | $20.2K | 0.00% | −26−4.8% | Reduced |
| Fifth Third Bancorp | 467 | $18.4K | 0.00% | −155−24.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 385 | $15.2K | 0.01% | −867−69.2% | Reduced |
| PrairieView Partners, LLC | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 360 | $14.2K | 0.00% | +9+2.6% | Added |
| Fisher Asset Management, LLC | 355 | $14.0K | 0.00% | +355 | New |
| First Horizon Advisors, Inc. | 332 | $13.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $12.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 292 | $11.5K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 284 | $11.2K | 0.02% | −8−2.7% | Reduced |
| Global Retirement Partners, LLC | 265 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 256 | $10.0K | 0.00% | +240+1,500.0% | Added |
| Umb Bank N A | 249 | $9.82K | 0.00% | +143+134.9% | Added |
| SRS Capital Advisors, Inc. | 174 | $6.86K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 160 | $6.31K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 128 | $5.05K | 0.00% | −26−16.9% | Reduced |
| Safeguard Financial, LLC | 128 | $5.00K | 0.00% | +128 | New |
| Bokf, NA | 124 | $4.89K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $4.50K | 0.00% | +114 | New |
| IFP Advisors, Inc | 96 | $3.40K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $3.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $2.72K | 0.00% | +69 | New |
| West Tower Group, LLC | 56 | $2.21K | 0.00% | +56 | New |
| Foster Dykema Cabot & Co Inc | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 41 | $2.00K | 0.00% | +41 | New |
| First Capital Advisors Group, LLC. | 50 | $1.97K | 0.00% | +50 | New |
| Sofos Investments, Inc. | 39 | $1.91K | 0.01% | +2+5.4% | Added |
| JFS Wealth Advisors, LLC | 48 | $1.89K | 0.00% | −8−14.3% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31 | $1.22K | 0.00% | −1,373−97.8% | Reduced |
| Gradient Investments LLC | 24 | $947 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $592 | 0.00% | +3+25.0% | Added |
| Disciplined Investments, LLC | 14 | $552 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $477 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5 | $197 | 0.00% | −5−50.0% | Reduced |
| Clearview Wealth Advisors LLC | 5 | $197 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $118 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $118 | 0.00% | +3 | New |
| Point72 Asset Management, L.P. | 1 | $39 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |