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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.

Q3 2023 vs. Q2 2023

How the institutions holding Axos Financial, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of AX: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders2603261+4
Shares48.1M6.76K48.1M−32.3K (−0.1%)
Value$1.90B$266.5K$1.82B−$78.2M (−4.1%)

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Axos Financial, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to AX in Q3 2023
InstitutionSharesValue% of portfolio
FJ Capital Management LLC225,421$8.53M0.97%
Squarepoint Ops LLC88,937$3.37M0.02%
Voloridge Investment Management, LLC85,572$3.24M0.02%
Bayview Asset Management, LLC50,000$1.89M0.93%
Connor, Clark & Lunn Investment Management Ltd.32,354$1.22M0.01%
Illinois Municipal Retirement Fund30,970$1.17M0.02%
Comerica Bank26,495$1.00M0.01%
Walleye Capital LLC24,149$914.3K0.01%
Martingale Asset Management L P21,610$818.2K0.02%
SummerHaven Investment Management, LLC16,979$642.8K0.47%
Seven Eight Capital, LP15,750$596.3K0.07%
Verition Fund Management LLC15,713$594.9K0.01%
DekaBank Deutsche Girozentrale14,777$551.0K0.00%
SG Americas Securities, LLC14,285$541.0K0.01%
Quadrature Capital Ltd9,629$364.5K0.01%
Prelude Capital Management, LLC6,574$248.9K0.02%
Keebeck Alpha, LP6,574$248.9K0.24%
Pictet Asset Management Holding SA6,477$245.2K0.00%
Legato Capital Management LLC6,071$229.8K0.03%
Atom Investors LP5,352$202.6K0.05%
Vestcor Inc4,405$167.0K0.01%
Headlands Technologies LLC4,186$158.5K0.08%
Caas Capital Management LP2,700$102.2K0.02%
Carmel Capital Partners, LLC789$29.9K0.01%
STRS Ohio500$18.0K0.00%
Operose Advisors LLC242$9.16K0.00%
LGT Financial Advisors LLC204$7.72K0.01%
Colonial Trust Co98$3.71K0.00%
Steward Financial Group LLC54$2.00K0.00%
Northwestern Mutual Wealth Management Co13$4920.00%
Your Advocates Ltd., LLP10$3790.00%

Sold out (27)

Institutions that held Axos Financial, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (3)

Institutions that held Axos Financial, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA6,045$238.4K
BerganKDV Wealth Management, LLC661$26.1K
First Capital Advisors Group, LLC.50$1.97K