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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, 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.

Institutional holdersQ3 2023: 261 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 heldQ3 2023: $1.82B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q2 2023.

Institutions holding AX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Two Sigma Advisers, LP41,316$1.56M0.00%−400−1.0%Reduced
Teacher Retirement System of Texas39,975$1.51M0.01%+14,921+59.6%Added
Russell Investments Group, Ltd.38,717$1.47M0.00%+19,170+98.1%Added
New York State Teachers Retirement System38,162$1.45M0.00%−900−2.3%Reduced
Assenagon Asset Management S.A.37,217$1.41M0.00%−26,371−41.5%Reduced
Formula Growth Ltd35,624$1.35M0.46%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys35,072$1.33M0.01%−24,397−41.0%Reduced
Deutsche Bank AG34,391$1.30M0.00%−31,331−47.7%Reduced
State of Alaska, Department of Revenue32,670$1.24M0.02%−1,947−5.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.32,354$1.22M0.01%+32,354New
Van Hulzen Asset Management, LLC31,650$1.20M0.09%+9,056+40.1%Added
American International Group, Inc.30,993$1.17M0.01%+681+2.2%Added
Illinois Municipal Retirement Fund30,970$1.17M0.02%+30,970New
State of Tennessee, Treasury Department30,884$1.17M0.00%−4,100−11.7%Reduced
Price T Rowe Associates Inc30,364$1.15M0.00%+1,321+4.5%Added
TD Asset Management Inc29,377$1.11M0.00%+404+1.4%Added
MetLife Investment Management29,371$1.11M0.01%−919−3.0%Reduced
Envestnet Asset Management Inc28,479$1.08M0.00%−97,681−77.4%Reduced
Federation des caisses Desjardins du Quebec28,319$1.07M0.01%−346−1.2%Reduced
Manufacturers Life Insurance Company, The27,982$1.06M0.00%+5,267+23.2%Added
Cornercap Investment Counsel Inc27,703$1.05M0.19%+2,459+9.7%Added
Ensign Peak Advisors, Inc27,571$1.04M0.00%00.0%Unchanged
Franklin Resources Inc27,394$1.04M0.00%−37−0.1%Reduced
Louisiana State Employees Retirement System26,700$1.01M0.02%−900−3.3%Reduced
B. Metzler seel. Sohn & Co. AG26,510$1.00M0.02%−39,800−60.0%Reduced
Comerica Bank26,495$1.00M0.01%+26,495New
Yousif Capital Management, LLC25,990$984.0K0.01%−1,885−6.8%Reduced
Mirae Asset Global Investments Co., Ltd.25,340$959.4K0.00%+392+1.6%Added
D.A. Davidson & Co.24,403$923.9K0.01%+385+1.6%Added
Janus Henderson Group PLC24,220$916.8K0.00%+10.0%Added
Walleye Capital LLC24,149$914.3K0.01%+24,149New
Point72 Middle East FZE24,109$912.8K0.06%+8,932+58.9%Added
New York State Common Retirement Fund23,764$899.7K0.00%+13+0.1%Added
Truist Financial Corp23,240$879.9K0.00%−2,342−9.2%Reduced
Voya Investment Management LLC22,831$864.4K0.00%+56+0.2%Added
Duality Advisers, LP22,732$860.6K0.10%−3,778−14.3%Reduced
Credential Qtrade Securities Inc.22,209$840.8K0.06%+309+1.4%Added
Martingale Asset Management L P21,610$818.2K0.02%+21,610New
Amalgamated Bank21,217$803.0K0.01%−727−3.3%Reduced
NJ State Employees Deferred Compensation Plan21,000$795.1K0.12%00.0%Unchanged
AQR Capital Management LLC20,265$767.2K0.00%+1,871+10.2%Added
Jackson Creek Investment Advisors LLC20,259$767.0K0.32%−13−0.1%Reduced
Ridgewood Investments LLC19,963$755.8K0.50%00.0%Unchanged
Maryland State Retirement & Pension System19,322$731.5K0.02%−1,175−5.7%Reduced
Natixis Advisors, L.P.18,674$707.0K0.00%+947+5.3%Added
SummerHaven Investment Management, LLC16,979$642.8K0.47%+16,979New
LPL Financial LLC16,731$633.4K0.00%−6,523−28.1%Reduced
Stifel Financial Corp16,722$633.1K0.00%+5,239+45.6%Added
Teachers Retirement System of the State of Kentucky16,374$620.0K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System16,242$614.9K0.00%+90+0.6%Added
Wells Fargo & Company16,221$614.1K0.00%−11,327−41.1%Reduced
Aquatic Capital Management LLC16,000$606.0K0.03%+12,500+357.1%Added
Seven Eight Capital, LP15,750$596.3K0.07%+15,750New
Point72 Asset Management, L.P.15,735$595.7K0.00%+15,734+1,573,400.0%Added
Verition Fund Management LLC15,713$594.9K0.01%+15,713New
Oregon Public Employees Retirement Fund15,643$592.2K0.01%−800−4.9%Reduced
Wakefield Asset Management LLLP15,576$589.7K0.27%−673−4.1%Reduced
Group One Trading, L.P.15,441$584.6K0.02%+14,060+1,018.1%Added
CCG Wealth Management, LLC15,211$575.9K0.38%−1,000−6.2%Reduced
Arizona State Retirement System15,149$573.5K0.00%−19−0.1%Reduced
GTS Securities LLC15,071$570.6K0.01%+4,895+48.1%Added
Tower Research Capital LLC (TRC)14,845$562.0K0.02%+13,655+1,147.5%Added
DekaBank Deutsche Girozentrale14,777$551.0K0.00%+14,777New
Captrust Financial Advisors14,525$549.9K0.00%+3,310+29.5%Added
SG Americas Securities, LLC14,285$541.0K0.01%+14,285New
Raymond James Financial Services Advisors, Inc.13,952$528.2K0.00%−803−5.4%Reduced
Gsa Capital Partners LLP12,702$481.0K0.04%+1,798+16.5%Added
Nisa Investment Advisors, LLC12,630$478.2K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.11,222$424.8K0.00%+3,534+46.0%Added
Jaffetilchin Investment Partners, LLC10,898$412.6K0.05%00.0%Unchanged
XTX Topco Ltd10,158$384.6K0.07%−2,623−20.5%Reduced
ExodusPoint Capital Management, LP10,039$380.0K0.00%−12,265−55.0%Reduced
Handelsbanken Fonder AB9,995$378.0K0.00%00.0%Unchanged
New York Life Investment Management LLC9,644$365.1K0.00%−1,519−13.6%Reduced
Quadrature Capital Ltd9,629$364.5K0.01%+9,629New
Zurcher Kantonalbank (Zurich Cantonalbank)9,305$352.3K0.00%+1,587+20.6%Added
Mutual of America Capital Management LLC9,195$348.1K0.00%−1,081−10.5%Reduced
Pinnacle Associates Ltd9,100$344.5K0.01%00.0%Unchanged
Everence Capital Management Inc8,590$325.0K0.03%00.0%Unchanged
ProShare Advisors LLC8,557$324.0K0.00%−217−2.5%Reduced
Public Employees Retirement Association of Colorado8,494$322.0K0.00%00.0%Unchanged
First Republic Investment Management, Inc.8,089$306.3K0.00%−1,736−17.7%Reduced
Foundry Partners, LLC8,004$303.0K0.02%−1,730−17.8%Reduced
Alpha Cubed Investments, LLC7,900$299.1K0.02%00.0%Unchanged
First Hawaiian Bank7,855$297.4K0.01%00.0%Unchanged
Alps Advisors Inc7,815$295.9K0.00%−620−7.4%Reduced
Quantinno Capital Management LP7,770$294.0K0.01%+261+3.5%Added
Y-Intercept (Hong Kong) Ltd7,745$293.2K0.03%−311−3.9%Reduced
Commonwealth Equity Services, LLC7,236$274.0K0.00%00.0%Unchanged
Mission Creek Capital Partners, Inc.7,066$267.5K0.09%−614−8.0%Reduced
Prelude Capital Management, LLC6,574$248.9K0.02%+6,574New
Keebeck Alpha, LP6,574$248.9K0.24%+6,574New
Pictet Asset Management Holding SA6,477$245.2K0.00%+6,477New
Waterloo Capital, L.P.6,350$240.4K0.07%00.0%Unchanged
Amundi6,646$237.1K0.00%−142−2.1%Reduced
James Investment Research Inc6,171$233.6K0.03%00.0%Unchanged
Legato Capital Management LLC6,071$229.8K0.03%+6,071New
AXA S.A.5,900$223.4K0.00%−6,500−52.4%Reduced
Clearstead Advisors, LLC5,766$218.3K0.01%00.0%Unchanged
UBS Group AG5,752$217.8K0.00%+505+9.6%Added