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, Q4 2023
Institutional positions in Axos Financial, Inc. as of Dec 31, 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
- 303
- +46 vs. Q3 2023
- Shares held
- 49.5M
- +1.44M (+3.0%) vs. Q3 2023
- Total value
- $2.70B
- +$883.2M (+48.6%) vs. Q3 2023
- New holders
- 67
- 75 more added
- Sold out
- 21
- 121 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,329,879 | $454.8M | 0.01% | −131,087−1.5% | Reduced |
| Vanguard Group Inc | 5,933,947 | $324.0M | 0.01% | −39,459−0.7% | Reduced |
| State Street Corp | 3,501,675 | $191.2M | 0.01% | +828,582+31.0% | Added |
| Dimensional Fund Advisors LP | 2,724,331 | $148.8M | 0.04% | +134,266+5.2% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $81.9M | 3.98% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,369,263 | $74.8M | 0.08% | +1,117,413+443.7% | Added |
| Geode Capital Management, LLC | 1,146,188 | $62.6M | 0.01% | +28,683+2.6% | Added |
| Wasatch Advisors Inc | 1,068,209 | $58.3M | 0.32% | −141,277−11.7% | Reduced |
| American Century Companies Inc | 971,131 | $53.0M | 0.04% | −424,584−30.4% | Reduced |
| FMR LLC | 860,237 | $47.0M | 0.00% | +19,631+2.3% | Added |
| Nuveen Asset Management, LLC | 856,252 | $46.8M | 0.02% | −1,619−0.2% | Reduced |
| Jarislowsky, Fraser Ltd | 825,667 | $45.1M | 0.27% | −18,691−2.2% | Reduced |
| Goldman Sachs Group Inc | 795,381 | $43.4M | 0.01% | +423,930+114.1% | Added |
| Northern Trust Corp | 769,182 | $42.0M | 0.01% | −11,075−1.4% | Reduced |
| Morgan Stanley | 764,026 | $41.7M | 0.00% | +89,584+13.3% | Added |
| Geneva Capital Management LLC | 728,143 | $39.8M | 0.75% | +507+0.1% | Added |
| Ameriprise Financial Inc | 619,880 | $33.8M | 0.01% | −756,735−55.0% | Reduced |
| Charles Schwab Investment Management Inc | 613,391 | $33.5M | 0.01% | +10,716+1.8% | Added |
| Bank of New York Mellon Corp | 539,605 | $29.5M | 0.01% | −22,290−4.0% | Reduced |
| Shaker Investments LLC | 467,532 | $25.5M | 11.90% | −2,270−0.5% | Reduced |
| Rice Hall James & Associates, LLC | 457,692 | $25.0M | 1.45% | −142,130−23.7% | Reduced |
| Loomis Sayles & Co L P | 417,141 | $22.8M | 0.03% | −224,921−35.0% | Reduced |
| Millennium Management LLC | 402,877 | $22.0M | 0.02% | −191,271−32.2% | Reduced |
| Norges Bank | 395,108 | $21.6M | 0.00% | −32,648−7.6% | Reduced |
| Voloridge Investment Management, LLC | 377,698 | $20.6M | 0.08% | +292,126+341.4% | Added |
| Cubist Systematic Strategies, LLC | 369,759 | $20.2M | 0.25% | +231,722+167.9% | Added |
| Bragg Financial Advisors, Inc | 357,188 | $19.5M | 0.93% | +3,527+1.0% | Added |
| Emerald Advisers, LLC | 356,525 | $19.5M | 0.83% | +180,129+102.1% | Added |
| Pembroke Management, LTD | 346,947 | $18.9M | 2.35% | −8,534−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 346,097 | $18.9M | 0.03% | +145,093+72.2% | Added |
| Orchard Capital Managment, LLC | 313,313 | $17.1M | 5.36% | +15,677+5.3% | Added |
| Barclays PLC | 303,612 | $16.6M | 0.01% | +196,004+182.1% | Added |
| Emerald Mutual Fund Advisers Trust | 299,285 | $16.3M | 0.87% | +136,981+84.4% | Added |
| TCW Group Inc | 290,500 | $15.9M | 0.18% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 285,470 | $15.6M | 6.97% | +22,547+8.6% | Added |
| Stieven Capital Advisors, L.P. | 282,633 | $15.4M | 3.31% | +12,500+4.6% | Added |
| Invesco Ltd. | 277,046 | $15.1M | 0.00% | +44,311+19.0% | Added |
| Basswood Capital Management, L.L.C. | 270,072 | $14.7M | 0.95% | −398,426−59.6% | Reduced |
| Principal Financial Group Inc | 268,236 | $14.6M | 0.01% | −15,049−5.3% | Reduced |
| Bank of America Corp | 256,264 | $14.0M | 0.00% | +187,335+271.8% | Added |
| Lazard Asset Management LLC | 245,147 | $13.4M | 0.02% | +132,574+117.8% | Added |
| Wellington Management Group LLP | 214,950 | $11.7M | 0.00% | +133,113+162.7% | Added |
| Citigroup Inc | 188,709 | $10.3M | 0.01% | +139,438+283.0% | Added |
| Lord, Abbett & Co. LLC | 188,353 | $10.3M | 0.04% | −2,177−1.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 187,413 | $10.2M | 0.01% | −27,666−12.9% | Reduced |
| First Eagle Investment Management, LLC | 174,922 | $9.55M | 0.02% | +64,939+59.0% | Added |
| Rhumbline Advisers | 169,151 | $9.24M | 0.01% | −9,595−5.4% | Reduced |
| Victory Capital Management Inc | 166,892 | $9.11M | 0.01% | −105,778−38.8% | Reduced |
| Brandywine Global Investment Management, LLC | 165,106 | $9.01M | 0.07% | −17,246−9.5% | Reduced |
| Rafferty Asset Management, LLC | 162,804 | $8.89M | 0.04% | +102,704+170.9% | Added |
| State of Wisconsin Investment Board | 161,172 | $8.80M | 0.02% | +11,224+7.5% | Added |
| S&T Bank | 155,143 | $8.47M | 1.56% | −7,395−4.5% | Reduced |
| Prudential Financial Inc | 149,252 | $8.15M | 0.01% | +28,671+23.8% | Added |
| Scout Investments, Inc. | 146,849 | $8.02M | 0.20% | +3,848+2.7% | Added |
| Gator Capital Management, LLC | 146,680 | $8.01M | 4.43% | 00.0% | Unchanged |
| Legal & General Group Plc | 146,324 | $7.99M | 0.00% | −2,290−1.5% | Reduced |
| Putnam Investments LLC | 137,834 | $7.53M | 0.01% | −9,530−6.5% | Reduced |
| Eagle Asset Management Inc | 136,828 | $7.47M | 0.04% | +136,828 | New |
| Royal Bank of Canada | 136,140 | $7.43M | 0.00% | +5,819+4.5% | Added |
| Royce & Associates LP | 134,643 | $7.35M | 0.07% | −24,721−15.5% | Reduced |
| Tudor Investment Corp Et Al | 124,156 | $6.78M | 0.09% | +124,156 | New |
| JPMorgan Chase & Co | 111,519 | $6.09M | 0.00% | −238,387−68.1% | Reduced |
| Kennedy Capital Management, Inc. | 111,480 | $6.09M | 0.13% | −6,147−5.2% | Reduced |
| Swiss National Bank | 110,500 | $6.03M | 0.00% | −6,400−5.5% | Reduced |
| Bridgeway Capital Management, LLC | 110,400 | $6.03M | 0.13% | +110,400 | New |
| Public Sector Pension Investment Board | 106,623 | $5.82M | 0.04% | +41,785+64.4% | Added |
| Allspring Global Investments Holdings, LLC | 105,686 | $5.77M | 0.01% | −67,266−38.9% | Reduced |
| Nomura Holdings Inc | 100,647 | $5.50M | 0.05% | +100,647 | New |
| Kestrel Investment Management Corp | 99,250 | $5.42M | 3.67% | −20,300−17.0% | Reduced |
| EJF Capital LLC | 96,044 | $5.24M | 2.74% | −15,719−14.1% | Reduced |
| Simplex Trading, LLC | 88,943 | $4.86M | 0.15% | +88,943 | New |
| Jane Street Group, LLC | 83,834 | $4.58M | 0.01% | −60,663−42.0% | Reduced |
| Raymond James & Associates | 81,939 | $4.47M | 0.00% | −46,594−36.3% | Reduced |
| Ci Investments Inc. | 81,780 | $4.46M | 0.02% | −19,310−19.1% | Reduced |
| Algert Global LLC | 79,581 | $4.35M | 0.17% | +15,655+24.5% | Added |
| Capital Fund Management S.A. | 78,401 | $4.28M | 0.05% | +78,401 | New |
| Alliancebernstein L.P. | 78,100 | $4.26M | 0.00% | −80−0.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 74,316 | $4.06M | 0.11% | +74,316 | New |
| Redwood Investments, LLC | 74,222 | $4.05M | 1.06% | −291,915−79.7% | Reduced |
| Thrivent Financial for Lutherans | 73,805 | $4.03M | 0.01% | +23,064+45.5% | Added |
| Guggenheim Capital LLC | 72,612 | $3.96M | 0.03% | +72,612 | New |
| First Trust Advisors LP | 70,630 | $3.86M | 0.00% | +14,068+24.9% | Added |
| UBS Group AG | 66,224 | $3.62M | 0.00% | +60,472+1,051.3% | Added |
| Susquehanna International Group, LLP | 61,978 | $3.38M | 0.01% | +18,295+41.9% | Added |
| Credit Suisse AG | 61,752 | $3.37M | 0.00% | +7,270+13.3% | Added |
| California State Teachers Retirement System | 59,144 | $3.23M | 0.00% | −454−0.8% | Reduced |
| Walleye Trading LLC | 58,629 | $3.20M | 0.05% | +58,629 | New |
| Quantbot Technologies LP | 55,817 | $3.05M | 0.18% | +55,817 | New |
| Bank of Montreal | 52,962 | $3.00M | 0.00% | +1,677+3.3% | Added |
| UBS Asset Management Americas Inc | 49,555 | $2.71M | 0.00% | +2,524+5.4% | Added |
| Gratus Capital LLC | 48,593 | $2.65M | 0.15% | −432−0.9% | Reduced |
| Connors Investor Services Inc | 46,445 | $2.54M | 0.28% | +597+1.3% | Added |
| Two Sigma Investments, LP | 45,045 | $2.46M | 0.01% | −80,753−64.2% | Reduced |
| SEI Investments Co | 44,863 | $2.45M | 0.00% | −57,939−56.4% | Reduced |
| Deutsche Bank AG | 44,715 | $2.44M | 0.00% | +10,324+30.0% | Added |
| Texas Permanent School Fund | 44,386 | $2.42M | 0.02% | −167−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 44,297 | $2.42M | 0.03% | +34,258+341.2% | Added |
| National Asset Management, Inc. | 44,112 | $2.41M | 0.06% | −684−1.5% | Reduced |
| Canada Pension Plan Investment Board | 42,700 | $2.33M | 0.00% | +42,700 | New |
| Great West Life Assurance Co | 42,138 | $2.30M | 0.01% | −3,267−7.2% | Reduced |