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.
Q4 2023 vs. Q3 2023
How the institutions holding Axos Financial, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 261 | 4 | 303 | +46 |
| Shares | 48.1M | 68.0K | 49.5M | +1.44M (+3.0%) |
| Value | $1.82B | $2.57M | $2.70B | +$883.2M (+48.6%) |
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (67)
Institutions that held Axos Financial, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (21)
Institutions that held Axos Financial, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| FJ Capital Management LLC | 225,421 | $8.53M |
| Fred Alger Management, LLC | 135,186 | $5.12M |
| Dark Forest Capital Management LP | 58,821 | $2.23M |
| Federated Hermes, Inc. | 48,025 | $1.82M |
| Connor, Clark & Lunn Investment Management Ltd. | 32,354 | $1.22M |
| Point72 Middle East FZE | 24,109 | $912.8K |
| Alpha Cubed Investments, LLC | 7,900 | $299.1K |
| Y-Intercept (Hong Kong) Ltd | 7,745 | $293.2K |
| AXA S.A. | 5,900 | $223.4K |
| Inceptionr LLC | 5,445 | $206.1K |
| Atom Investors LP | 5,352 | $202.6K |
| Headlands Technologies LLC | 4,186 | $158.5K |
| Earnest Partners LLC | 3,600 | $136.3K |
| Caas Capital Management LP | 2,700 | $102.2K |
| Operose Advisors LLC | 242 | $9.16K |
| Umb Bank N A | 106 | $4.01K |
| Colonial Trust Co | 98 | $3.71K |
| Bessemer Group Inc | 65 | $2.00K |
| Gradient Investments LLC | 24 | $909 |
| Northwestern Mutual Wealth Management Co | 13 | $492 |
| Your Advocates Ltd., LLP | 10 | $379 |
Not filed for Q4 2023 yet (4)
Institutions that held Axos Financial, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Virginia Retirement Systems Et Al | 59,800 | $2.26M |
| First Republic Investment Management, Inc. | 8,089 | $306.3K |
| Foster Dykema Cabot & Co Inc | 59 | $2.00K |
| Steward Financial Group LLC | 54 | $2.00K |