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, 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 | $4.71B |
| 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, 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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 15,071 | $570.6K | 0.01% | +4,895+48.1% | Added |
| Arizona State Retirement System | 15,149 | $573.5K | 0.00% | −19−0.1% | Reduced |
| CCG Wealth Management, LLC | 15,211 | $575.9K | 0.38% | −1,000−6.2% | Reduced |
| Group One Trading, L.P. | 15,441 | $584.6K | 0.02% | +14,060+1,018.1% | Added |
| Wakefield Asset Management LLLP | 15,576 | $589.7K | 0.27% | −673−4.1% | Reduced |
| Oregon Public Employees Retirement Fund | 15,643 | $592.2K | 0.01% | −800−4.9% | Reduced |
| Verition Fund Management LLC | 15,713 | $594.9K | 0.01% | +15,713 | New |
| Point72 Asset Management, L.P. | 15,735 | $595.7K | 0.00% | +15,734+1,573,400.0% | Added |
| Seven Eight Capital, LP | 15,750 | $596.3K | 0.07% | +15,750 | New |
| Aquatic Capital Management LLC | 16,000 | $606.0K | 0.03% | +12,500+357.1% | Added |
| Wells Fargo & Company | 16,221 | $614.1K | 0.00% | −11,327−41.1% | Reduced |
| State Board of Administration of Florida Retirement System | 16,242 | $614.9K | 0.00% | +90+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 16,374 | $620.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,722 | $633.1K | 0.00% | +5,239+45.6% | Added |
| LPL Financial LLC | 16,731 | $633.4K | 0.00% | −6,523−28.1% | Reduced |
| SummerHaven Investment Management, LLC | 16,979 | $642.8K | 0.47% | +16,979 | New |
| Natixis Advisors, L.P. | 18,674 | $707.0K | 0.00% | +947+5.3% | Added |
| Maryland State Retirement & Pension System | 19,322 | $731.5K | 0.02% | −1,175−5.7% | Reduced |
| Ridgewood Investments LLC | 19,963 | $755.8K | 0.50% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 20,259 | $767.0K | 0.32% | −13−0.1% | Reduced |
| AQR Capital Management LLC | 20,265 | $767.2K | 0.00% | +1,871+10.2% | Added |
| NJ State Employees Deferred Compensation Plan | 21,000 | $795.1K | 0.12% | 00.0% | Unchanged |
| Amalgamated Bank | 21,217 | $803.0K | 0.01% | −727−3.3% | Reduced |
| Martingale Asset Management L P | 21,610 | $818.2K | 0.02% | +21,610 | New |
| Credential Qtrade Securities Inc. | 22,209 | $840.8K | 0.06% | +309+1.4% | Added |
| Duality Advisers, LP | 22,732 | $860.6K | 0.10% | −3,778−14.3% | Reduced |
| Voya Investment Management LLC | 22,831 | $864.4K | 0.00% | +56+0.2% | Added |
| Truist Financial Corp | 23,240 | $879.9K | 0.00% | −2,342−9.2% | Reduced |
| New York State Common Retirement Fund | 23,764 | $899.7K | 0.00% | +13+0.1% | Added |
| Point72 Middle East FZE | 24,109 | $912.8K | 0.06% | +8,932+58.9% | Added |
| Walleye Capital LLC | 24,149 | $914.3K | 0.01% | +24,149 | New |
| Janus Henderson Group PLC | 24,220 | $916.8K | 0.00% | +10.0% | Added |
| D.A. Davidson & Co. | 24,403 | $923.9K | 0.01% | +385+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,340 | $959.4K | 0.00% | +392+1.6% | Added |
| Yousif Capital Management, LLC | 25,990 | $984.0K | 0.01% | −1,885−6.8% | Reduced |
| Comerica Bank | 26,495 | $1.00M | 0.01% | +26,495 | New |
| B. Metzler seel. Sohn & Co. AG | 26,510 | $1.00M | 0.02% | −39,800−60.0% | Reduced |
| Louisiana State Employees Retirement System | 26,700 | $1.01M | 0.02% | −900−3.3% | Reduced |
| Franklin Resources Inc | 27,394 | $1.04M | 0.00% | −37−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 27,571 | $1.04M | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 27,703 | $1.05M | 0.19% | +2,459+9.7% | Added |
| Manufacturers Life Insurance Company, The | 27,982 | $1.06M | 0.00% | +5,267+23.2% | Added |
| Federation des caisses Desjardins du Quebec | 28,319 | $1.07M | 0.01% | −346−1.2% | Reduced |
| Envestnet Asset Management Inc | 28,479 | $1.08M | 0.00% | −97,681−77.4% | Reduced |
| MetLife Investment Management | 29,371 | $1.11M | 0.01% | −919−3.0% | Reduced |
| TD Asset Management Inc | 29,377 | $1.11M | 0.00% | +404+1.4% | Added |
| Price T Rowe Associates Inc | 30,364 | $1.15M | 0.00% | +1,321+4.5% | Added |
| State of Tennessee, Treasury Department | 30,884 | $1.17M | 0.00% | −4,100−11.7% | Reduced |
| Illinois Municipal Retirement Fund | 30,970 | $1.17M | 0.02% | +30,970 | New |
| American International Group, Inc. | 30,993 | $1.17M | 0.01% | +681+2.2% | Added |
| Van Hulzen Asset Management, LLC | 31,650 | $1.20M | 0.09% | +9,056+40.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 32,354 | $1.22M | 0.01% | +32,354 | New |
| State of Alaska, Department of Revenue | 32,670 | $1.24M | 0.02% | −1,947−5.6% | Reduced |
| Deutsche Bank AG | 34,391 | $1.30M | 0.00% | −31,331−47.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,072 | $1.33M | 0.01% | −24,397−41.0% | Reduced |
| Formula Growth Ltd | 35,624 | $1.35M | 0.46% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 37,217 | $1.41M | 0.00% | −26,371−41.5% | Reduced |
| New York State Teachers Retirement System | 38,162 | $1.45M | 0.00% | −900−2.3% | Reduced |
| Russell Investments Group, Ltd. | 38,717 | $1.47M | 0.00% | +19,170+98.1% | Added |
| Teacher Retirement System of Texas | 39,975 | $1.51M | 0.01% | +14,921+59.6% | Added |
| Two Sigma Advisers, LP | 41,316 | $1.56M | 0.00% | −400−1.0% | Reduced |
| Balyasny Asset Management LLC | 42,428 | $1.61M | 0.00% | +25,001+143.5% | Added |
| Susquehanna International Group, LLP | 43,683 | $1.65M | 0.00% | −11,183−20.4% | Reduced |
| Texas Permanent School Fund | 44,553 | $1.69M | 0.02% | −1,770−3.8% | Reduced |
| National Asset Management, Inc. | 44,796 | $1.70M | 0.05% | +510+1.2% | Added |
| Great West Life Assurance Co | 45,405 | $1.72M | 0.00% | −865−1.9% | Reduced |
| Connors Investor Services Inc | 45,848 | $1.72M | 0.21% | −32,116−41.2% | Reduced |
| UBS Asset Management Americas Inc | 47,031 | $1.78M | 0.00% | +2,493+5.6% | Added |
| Federated Hermes, Inc. | 48,025 | $1.82M | 0.00% | +48,020+960,400.0% | Added |
| Gratus Capital LLC | 49,025 | $1.86M | 0.13% | 00.0% | Unchanged |
| Citigroup Inc | 49,271 | $1.87M | 0.00% | −39,885−44.7% | Reduced |
| Bayview Asset Management, LLC | 50,000 | $1.89M | 0.93% | +50,000 | New |
| Thrivent Financial for Lutherans | 50,741 | $1.92M | 0.00% | −974−1.9% | Reduced |
| Edgestream Partners, L.P. | 52,009 | $1.97M | 0.16% | +5,596+12.1% | Added |
| PDT Partners, LLC | 52,896 | $2.00M | 0.25% | +31,865+151.5% | Added |
| Credit Suisse AG | 54,482 | $2.06M | 0.00% | +325+0.6% | Added |
| First Trust Advisors LP | 56,562 | $2.14M | 0.00% | −2,338−4.0% | Reduced |
| Dark Forest Capital Management LP | 58,821 | $2.23M | 0.19% | +45,376+337.5% | Added |
| Toroso Investments, LLC | 59,012 | $2.23M | 0.07% | +27,469+87.1% | Added |
| BNP Paribas Arbitrage, SA | 59,553 | $2.25M | 0.01% | +39,751+200.7% | Added |
| California State Teachers Retirement System | 59,598 | $2.26M | 0.00% | −4,947−7.7% | Reduced |
| Virginia Retirement Systems Et Al | 59,800 | $2.26M | 0.02% | +9,100+17.9% | Added |
| Bank of Montreal | 51,285 | $2.27M | 0.00% | −141−0.3% | Reduced |
| Rafferty Asset Management, LLC | 60,100 | $2.28M | 0.01% | −27,270−31.2% | Reduced |
| Algert Global LLC | 63,926 | $2.42M | 0.11% | −4,689−6.8% | Reduced |
| Public Sector Pension Investment Board | 64,838 | $2.45M | 0.02% | −28,547−30.6% | Reduced |
| Bank of America Corp | 68,929 | $2.61M | 0.00% | −96,597−58.4% | Reduced |
| HRT Financial LP | 77,000 | $2.92M | 0.03% | +44,371+136.0% | Added |
| Alliancebernstein L.P. | 78,180 | $2.96M | 0.00% | −834−1.1% | Reduced |
| Wellington Management Group LLP | 81,837 | $3.10M | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 85,572 | $3.24M | 0.02% | +85,572 | New |
| Squarepoint Ops LLC | 88,937 | $3.37M | 0.02% | +88,937 | New |
| Ci Investments Inc. | 101,090 | $3.83M | 0.02% | −200−0.2% | Reduced |
| SEI Investments Co | 102,802 | $3.89M | 0.01% | +85,750+502.9% | Added |
| Barclays PLC | 107,608 | $4.07M | 0.00% | −6,002−5.3% | Reduced |
| First Eagle Investment Management, LLC | 109,983 | $4.16M | 0.01% | +33,825+44.4% | Added |
| EJF Capital LLC | 111,763 | $4.23M | 1.86% | +78,155+232.5% | Added |
| Lazard Asset Management LLC | 112,573 | $4.26M | 0.01% | +63,851+131.1% | Added |
| Swiss National Bank | 116,900 | $4.43M | 0.00% | −600−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 117,627 | $4.45M | 0.11% | +4,032+3.5% | Added |