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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 5,653 | $214.0K | 0.01% | +954+20.3% | Added |
| Cim Investment Mangement Inc | 5,465 | $206.9K | 0.08% | 00.0% | Unchanged |
| Inceptionr LLC | 5,445 | $206.1K | 0.12% | −2,240−29.1% | Reduced |
| Atom Investors LP | 5,352 | $202.6K | 0.05% | +5,352 | New |
| The PNC Financial Services Group, Inc. | 4,924 | $186.4K | 0.00% | −80−1.6% | Reduced |
| Vestcor Inc | 4,405 | $167.0K | 0.01% | +4,405 | New |
| CWM, LLC | 4,365 | $165.0K | 0.00% | −63−1.4% | Reduced |
| Headlands Technologies LLC | 4,186 | $158.5K | 0.08% | +4,186 | New |
| Bourgeon Capital Management LLC | 4,000 | $151.4K | 0.04% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,600 | $136.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,276 | $124.0K | 0.01% | +95+3.0% | Added |
| National Bank of Canada | 3,066 | $114.0K | 0.00% | +17+0.6% | Added |
| Caas Capital Management LP | 2,700 | $102.2K | 0.02% | +2,700 | New |
| Steward Partners Investment Advisory, LLC | 2,482 | $94.0K | 0.00% | +286+13.0% | Added |
| Huntington National Bank | 2,309 | $87.4K | 0.00% | +70+3.1% | Added |
| KBC Group NV | 1,565 | $59.0K | 0.00% | −2,340−59.9% | Reduced |
| Oakworth Capital, Inc. | 1,305 | $49.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,302 | $49.0K | 0.04% | +331+34.1% | Added |
| Ronald Blue Trust, Inc. | 942 | $37.0K | 0.00% | +686+268.0% | Added |
| State of Wyoming | 823 | $31.2K | 0.01% | +256+45.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 810 | $30.7K | 0.00% | +410+102.5% | Added |
| Carmel Capital Partners, LLC | 789 | $29.9K | 0.01% | +789 | New |
| Quarry LP | 668 | $25.3K | 0.02% | +283+73.5% | Added |
| Public Employees Retirement System of Ohio | 639 | $24.0K | 0.00% | +19+3.1% | Added |
| STRS Ohio | 500 | $18.0K | 0.00% | +500 | New |
| TD Private Client Wealth LLC | 417 | $15.8K | 0.00% | −13,174−96.9% | Reduced |
| Parkside Financial Bank & Trust | 412 | $15.6K | 0.00% | −100−19.5% | Reduced |
| PrairieView Partners, LLC | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 396 | $15.0K | 0.00% | +64+19.3% | Added |
| US Bancorp | 361 | $13.7K | 0.00% | +330+1,064.5% | Added |
| Parallel Advisors, LLC | 360 | $13.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 322 | $12.2K | 0.00% | −145−31.0% | Reduced |
| Nomura Asset Management Co Ltd | 310 | $11.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 292 | $11.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 265 | $9.74K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 242 | $9.16K | 0.00% | +242 | New |
| Bokf, NA | 224 | $8.07K | 0.00% | +100+80.6% | Added |
| LGT Financial Advisors LLC | 204 | $7.72K | 0.01% | +204 | New |
| SRS Capital Advisors, Inc. | 174 | $6.59K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 160 | $6.06K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 128 | $4.85K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $4.32K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 106 | $4.01K | 0.00% | −143−57.4% | Reduced |
| Colonial Trust Co | 98 | $3.71K | 0.00% | +98 | New |
| IFP Advisors, Inc | 96 | $3.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $2.99K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 55 | $2.08K | 0.00% | −1−1.8% | Reduced |
| Foster Dykema Cabot & Co Inc | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 65 | $2.00K | 0.00% | +24+58.5% | Added |
| Steward Financial Group LLC | 54 | $2.00K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 48 | $1.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $1.48K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 31 | $1.13K | 0.00% | −8−20.5% | Reduced |
| Gradient Investments LLC | 24 | $909 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $568 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13 | $492 | 0.00% | +13 | New |
| Your Advocates Ltd., LLP | 10 | $379 | 0.00% | +10 | New |
| TD Waterhouse Canada Inc. | 10 | $374 | 0.00% | −2−16.7% | Reduced |
| Tfo-TDC, LLC | 3 | $118 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $114 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −1,152,406−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −934,813−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −118,114−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −102,938−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,853−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −19,448−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −13,735−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −13,246−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,065−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,577−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,372−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,344−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −7,101−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −6,592−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,298−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,624−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |