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 $4.73B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Axos Financial, Inc. as of Sep 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
- 261
- +4 vs. Q2 2023
- Shares held
- 48.1M
- −32.3K (−0.1%) vs. Q2 2023
- Total value
- $1.82B
- −$78.2M (−4.1%) vs. Q2 2023
- New holders
- 31
- 95 more added
- Sold out
- 27
- 92 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $4.73B |
| Q1 2026 | 387 | $4.07B |
| Q4 2025 | 379 | $3.97B |
| Q3 2025 | 382 | $3.86B |
| Q2 2025 | 365 | $3.43B |
| Q1 2025 | 352 | $2.97B |
| Q4 2024 | 356 | $3.31B |
| Q3 2024 | 335 | $3.02B |
| Q2 2024 | 318 | $2.81B |
| Q1 2024 | 310 | $2.74B |
| Q4 2023 | 303 | $2.84B |
| Q3 2023 | 261 | $1.83B |
| Q2 2023 | 260 | $1.90B |
| Q1 2023 | 256 | $1.79B |
| Q4 2022 | 244 | $1.80B |
| Q3 2022 | 252 | $1.62B |
| Q2 2022 | 239 | $1.69B |
| Q1 2022 | 248 | $2.14B |
| Q4 2021 | 244 | $2.56B |
| Q3 2021 | 232 | $2.38B |
| Q2 2021 | 233 | $2.11B |
| Q1 2021 | 233 | $2.11B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,460,966 | $320.3M | 0.01% | +24,394+0.3% | Added |
| Vanguard Group Inc | 5,973,406 | $226.2M | 0.01% | −270,481−4.3% | Reduced |
| State Street Corp | 2,673,093 | $101.2M | 0.01% | −293,285−9.9% | Reduced |
| Dimensional Fund Advisors LP | 2,590,065 | $98.1M | 0.03% | +30,052+1.2% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $56.8M | 3.32% | +75,000+5.3% | Added |
| American Century Companies Inc | 1,395,715 | $52.8M | 0.04% | +843,606+152.8% | Added |
| Ameriprise Financial Inc | 1,376,615 | $52.1M | 0.02% | +74,649+5.7% | Added |
| Wasatch Advisors Inc | 1,209,486 | $45.8M | 0.29% | −278,856−18.7% | Reduced |
| Geode Capital Management, LLC | 1,117,505 | $42.3M | 0.01% | +45,011+4.2% | Added |
| Nuveen Asset Management, LLC | 857,871 | $32.5M | 0.01% | +116,365+15.7% | Added |
| Jarislowsky, Fraser Ltd | 844,358 | $32.0M | 0.21% | −4,237−0.5% | Reduced |
| FMR LLC | 840,606 | $31.8M | 0.00% | −42,587−4.8% | Reduced |
| Northern Trust Corp | 780,257 | $29.5M | 0.01% | +2220.0% | Added |
| Geneva Capital Management LLC | 727,636 | $27.5M | 0.58% | +186,343+34.4% | Added |
| Morgan Stanley | 674,442 | $25.5M | 0.00% | −5,420−0.8% | Reduced |
| Basswood Capital Management, L.L.C. | 668,498 | $25.3M | 1.92% | +125,736+23.2% | Added |
| Loomis Sayles & Co L P | 642,062 | $24.3M | 0.04% | +56,634+9.7% | Added |
| Charles Schwab Investment Management Inc | 602,675 | $22.8M | 0.01% | +22,253+3.8% | Added |
| Rice Hall James & Associates, LLC | 599,822 | $22.7M | 1.44% | −11,342−1.9% | Reduced |
| Millennium Management LLC | 594,148 | $22.5M | 0.02% | +203,707+52.2% | Added |
| Bank of New York Mellon Corp | 561,895 | $21.3M | 0.00% | −22,404−3.8% | Reduced |
| Shaker Investments LLC | 469,802 | $17.8M | 9.81% | +2,707+0.6% | Added |
| Norges Bank | 427,756 | $16.2M | 0.00% | −47,021−9.9% | Reduced |
| Goldman Sachs Group Inc | 371,451 | $14.1M | 0.00% | −141,247−27.5% | Reduced |
| Redwood Investments, LLC | 366,137 | $13.9M | 1.87% | −27,699−7.0% | Reduced |
| Pembroke Management, LTD | 355,481 | $13.5M | 1.84% | −74,168−17.3% | Reduced |
| Bragg Financial Advisors, Inc | 353,661 | $13.4M | 0.71% | +139,473+65.1% | Added |
| JPMorgan Chase & Co | 349,906 | $13.2M | 0.00% | −174,361−33.3% | Reduced |
| Orchard Capital Managment, LLC | 297,636 | $11.3M | 4.17% | 00.0% | Unchanged |
| TCW Group Inc | 290,500 | $11.0M | 0.14% | +123,100+73.5% | Added |
| Principal Financial Group Inc | 283,285 | $10.7M | 0.01% | −16,406−5.5% | Reduced |
| Victory Capital Management Inc | 272,670 | $10.3M | 0.01% | −4,993−1.8% | Reduced |
| Stieven Capital Advisors, L.P. | 270,133 | $10.2M | 2.65% | +9,700+3.7% | Added |
| Ategra Capital Management, LLC | 262,923 | $9.95M | 5.44% | +2,721+1.0% | Added |
| Citadel Advisors LLC | 251,850 | $9.54M | 0.01% | +250,813+24,186.4% | Added |
| Invesco Ltd. | 232,735 | $8.81M | 0.00% | −5,977−2.5% | Reduced |
| FJ Capital Management LLC | 225,421 | $8.53M | 0.97% | +225,421 | New |
| Arrowstreet Capital, Limited Partnership | 215,079 | $8.14M | 0.01% | +8,261+4.0% | Added |
| D. E. Shaw & Co., Inc. | 201,004 | $7.61M | 0.01% | +71,173+54.8% | Added |
| Lord, Abbett & Co. LLC | 190,530 | $7.21M | 0.03% | +66,500+53.6% | Added |
| Brandywine Global Investment Management, LLC | 182,352 | $6.90M | 0.06% | +130,529+251.9% | Added |
| Rhumbline Advisers | 178,746 | $6.77M | 0.01% | +1,836+1.0% | Added |
| Emerald Advisers, LLC | 176,396 | $6.68M | 0.32% | +49,110+38.6% | Added |
| Allspring Global Investments Holdings, LLC | 172,952 | $6.55M | 0.01% | −41,570−19.4% | Reduced |
| S&T Bank | 162,538 | $6.15M | 1.19% | −4,659−2.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 162,304 | $6.14M | 0.37% | +41,760+34.6% | Added |
| Royce & Associates LP | 159,364 | $6.03M | 0.06% | −4,683−2.9% | Reduced |
| State of Wisconsin Investment Board | 149,948 | $5.68M | 0.02% | +106,124+242.2% | Added |
| Legal & General Group Plc | 148,614 | $5.63M | 0.00% | −4,391−2.9% | Reduced |
| Putnam Investments LLC | 147,364 | $5.58M | 0.01% | −5,023−3.3% | Reduced |
| Gator Capital Management, LLC | 146,680 | $5.55M | 3.93% | +11,900+8.8% | Added |
| Jane Street Group, LLC | 144,497 | $5.47M | 0.01% | +115,531+398.9% | Added |
| Qube Research & Technologies Ltd | 142,646 | $5.40M | 0.02% | +63,523+80.3% | Added |
| Scout Investments, Inc. | 143,001 | $5.35M | 0.12% | −4,158−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 138,037 | $5.23M | 0.06% | +76,642+124.8% | Added |
| Fred Alger Management, LLC | 135,186 | $5.12M | 0.03% | −2,732−2.0% | Reduced |
| Royal Bank of Canada | 130,321 | $4.93M | 0.00% | −718−0.5% | Reduced |
| Raymond James & Associates | 128,533 | $4.87M | 0.00% | −39,528−23.5% | Reduced |
| Two Sigma Investments, LP | 125,798 | $4.76M | 0.01% | +62,647+99.2% | Added |
| Prudential Financial Inc | 120,581 | $4.57M | 0.01% | +5,825+5.1% | Added |
| Kestrel Investment Management Corp | 119,550 | $4.53M | 2.86% | −13,100−9.9% | Reduced |
| Kennedy Capital Management, Inc. | 117,627 | $4.45M | 0.11% | +4,032+3.5% | Added |
| Swiss National Bank | 116,900 | $4.43M | 0.00% | −600−0.5% | Reduced |
| Lazard Asset Management LLC | 112,573 | $4.26M | 0.01% | +63,851+131.1% | Added |
| EJF Capital LLC | 111,763 | $4.23M | 1.86% | +78,155+232.5% | Added |
| First Eagle Investment Management, LLC | 109,983 | $4.16M | 0.01% | +33,825+44.4% | Added |
| Barclays PLC | 107,608 | $4.07M | 0.00% | −6,002−5.3% | Reduced |
| SEI Investments Co | 102,802 | $3.89M | 0.01% | +85,750+502.9% | Added |
| Ci Investments Inc. | 101,090 | $3.83M | 0.02% | −200−0.2% | Reduced |
| Squarepoint Ops LLC | 88,937 | $3.37M | 0.02% | +88,937 | New |
| Voloridge Investment Management, LLC | 85,572 | $3.24M | 0.02% | +85,572 | New |
| Wellington Management Group LLP | 81,837 | $3.10M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 78,180 | $2.96M | 0.00% | −834−1.1% | Reduced |
| HRT Financial LP | 77,000 | $2.92M | 0.03% | +44,371+136.0% | Added |
| Bank of America Corp | 68,929 | $2.61M | 0.00% | −96,597−58.4% | Reduced |
| Public Sector Pension Investment Board | 64,838 | $2.45M | 0.02% | −28,547−30.6% | Reduced |
| Algert Global LLC | 63,926 | $2.42M | 0.11% | −4,689−6.8% | Reduced |
| Rafferty Asset Management, LLC | 60,100 | $2.28M | 0.01% | −27,270−31.2% | Reduced |
| Bank of Montreal | 51,285 | $2.27M | 0.00% | −141−0.3% | Reduced |
| Virginia Retirement Systems Et Al | 59,800 | $2.26M | 0.02% | +9,100+17.9% | Added |
| California State Teachers Retirement System | 59,598 | $2.26M | 0.00% | −4,947−7.7% | Reduced |
| BNP Paribas Arbitrage, SA | 59,553 | $2.25M | 0.01% | +39,751+200.7% | Added |
| Toroso Investments, LLC | 59,012 | $2.23M | 0.07% | +27,469+87.1% | Added |
| Dark Forest Capital Management LP | 58,821 | $2.23M | 0.19% | +45,376+337.5% | Added |
| First Trust Advisors LP | 56,562 | $2.14M | 0.00% | −2,338−4.0% | Reduced |
| Credit Suisse AG | 54,482 | $2.06M | 0.00% | +325+0.6% | Added |
| PDT Partners, LLC | 52,896 | $2.00M | 0.25% | +31,865+151.5% | Added |
| Edgestream Partners, L.P. | 52,009 | $1.97M | 0.16% | +5,596+12.1% | Added |
| Thrivent Financial for Lutherans | 50,741 | $1.92M | 0.00% | −974−1.9% | Reduced |
| Bayview Asset Management, LLC | 50,000 | $1.89M | 0.93% | +50,000 | New |
| Citigroup Inc | 49,271 | $1.87M | 0.00% | −39,885−44.7% | Reduced |
| Gratus Capital LLC | 49,025 | $1.86M | 0.13% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 48,025 | $1.82M | 0.00% | +48,020+960,400.0% | Added |
| UBS Asset Management Americas Inc | 47,031 | $1.78M | 0.00% | +2,493+5.6% | Added |
| Connors Investor Services Inc | 45,848 | $1.72M | 0.21% | −32,116−41.2% | Reduced |
| Great West Life Assurance Co | 45,405 | $1.72M | 0.00% | −865−1.9% | Reduced |
| National Asset Management, Inc. | 44,796 | $1.70M | 0.05% | +510+1.2% | Added |
| Texas Permanent School Fund | 44,553 | $1.69M | 0.02% | −1,770−3.8% | Reduced |
| Susquehanna International Group, LLP | 43,683 | $1.65M | 0.00% | −11,183−20.4% | Reduced |
| Balyasny Asset Management LLC | 42,428 | $1.61M | 0.00% | +25,001+143.5% | Added |