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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $164 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $164 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $328 | 0.00% | −108−94.7% | Reduced |
| GWM Advisors LLC | 9 | $491 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $601 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 13 | $710 | 0.00% | −2−13.3% | Reduced |
| Ronald Blue Trust, Inc. | 17 | $1.00K | 0.00% | −925−98.2% | Reduced |
| SYSTM Wealth Solutions LLC | 19 | $1.04K | 0.00% | +19 | New |
| West Paces Advisors Inc. | 22 | $1.20K | 0.00% | +22 | New |
| Principal Securities, Inc. | 25 | $1.36K | 0.00% | +25 | New |
| TD Waterhouse Canada Inc. | 29 | $1.53K | 0.00% | +19+190.0% | Added |
| Sofos Investments, Inc. | 29 | $1.60K | 0.00% | −2−6.5% | Reduced |
| Farmers & Merchants Investments Inc | 37 | $2.02K | 0.00% | −2−5.1% | Reduced |
| Farther Finance Advisors, LLC | 46 | $2.51K | 0.00% | +46 | New |
| Scarborough Advisors, LLC | 50 | $2.73K | 0.00% | +50 | New |
| EntryPoint Capital, LLC | 54 | $2.95K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 60 | $3.28K | 0.00% | +12+25.0% | Added |
| Creekmur Asset Management LLC | 68 | $3.71K | 0.00% | +68 | New |
| Quadrant Capital Group LLC | 75 | $4.09K | 0.00% | −53−41.4% | Reduced |
| Lindbrook Capital, LLC | 79 | $4.31K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $5.24K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 111 | $6.06K | 0.00% | +111 | New |
| West Tower Group, LLC | 113 | $6.17K | 0.01% | +58+105.5% | Added |
| Glassman Wealth Services | 124 | $6.77K | 0.00% | +124 | New |
| Cullen/Frost Bankers, Inc. | 136 | $7.43K | 0.00% | +136 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $8.54K | 0.00% | +161 | New |
| Signaturefd, LLC | 160 | $8.74K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $9.50K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 202 | $11.0K | 0.00% | −215−51.6% | Reduced |
| LGT Financial Advisors LLC | 204 | $11.1K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 224 | $12.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 265 | $13.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 292 | $15.9K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 293 | $16.0K | 0.00% | +293 | New |
| Fifth Third Bancorp | 309 | $16.9K | 0.00% | −13−4.0% | Reduced |
| Nomura Asset Management Co Ltd | 310 | $16.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 312 | $17.0K | 0.00% | −100−24.3% | Reduced |
| First Horizon Advisors, Inc. | 339 | $18.5K | 0.00% | −57−14.4% | Reduced |
| Parallel Advisors, LLC | 351 | $19.2K | 0.00% | −9−2.5% | Reduced |
| PrairieView Partners, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 405 | $22.1K | 0.00% | +405 | New |
| Newbridge Financial Services Group, Inc. | 470 | $25.7K | 0.01% | +470 | New |
| Public Employees Retirement System of Ohio | 639 | $34.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 810 | $44.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 815 | $44.5K | 0.01% | +815 | New |
| Quarry LP | 831 | $45.4K | 0.02% | +163+24.4% | Added |
| GAMMA Investing LLC | 886 | $49.1K | 0.01% | +886 | New |
| State of Wyoming | 1,289 | $70.4K | 0.01% | +466+56.6% | Added |
| Oakworth Capital, Inc. | 1,305 | $71.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,321 | $72.1K | 0.00% | +960+265.9% | Added |
| KBC Group NV | 1,565 | $85.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,600 | $87.0K | 0.00% | +1,100+220.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,657 | $90.5K | 0.02% | +1,657 | New |
| Quest Partners LLC | 1,830 | $99.9K | 0.02% | +1,830 | New |
| Covestor Ltd | 1,903 | $104.0K | 0.07% | +601+46.2% | Added |
| Huntington National Bank | 2,250 | $122.8K | 0.00% | −59−2.6% | Reduced |
| Jones Financial Companies LLLP | 2,419 | $132.1K | 0.00% | +2,419 | New |
| Steward Partners Investment Advisory, LLC | 2,762 | $150.8K | 0.00% | +280+11.3% | Added |
| National Bank of Canada | 2,793 | $153.5K | 0.00% | −273−8.9% | Reduced |
| Metropolitan Life Insurance Co | 3,143 | $171.6K | 0.01% | −133−4.1% | Reduced |
| Raymond James Trust N.A. | 3,756 | $205.1K | 0.01% | +3,756 | New |
| Versor Investments LP | 3,792 | $207.0K | 0.04% | +3,792 | New |
| Prelude Capital Management, LLC | 3,876 | $211.6K | 0.02% | −2,698−41.0% | Reduced |
| Keebeck Alpha, LP | 3,876 | $211.6K | 0.17% | −2,698−41.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,886 | $212.0K | 0.00% | +3,886 | New |
| Hancock Whitney Corp | 3,973 | $216.9K | 0.01% | +3,973 | New |
| Bourgeon Capital Management LLC | 4,000 | $218.4K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,093 | $223.5K | 0.00% | +4,093 | New |
| CWM, LLC | 4,104 | $224.0K | 0.00% | −261−6.0% | Reduced |
| HighTower Advisors, LLC | 4,150 | $229.0K | 0.00% | +4,150 | New |
| GTS Securities LLC | 4,271 | $233.2K | 0.01% | −10,800−71.7% | Reduced |
| Mutual Advisors, LLC | 4,356 | $237.8K | 0.01% | +4,356 | New |
| Vestcor Inc | 4,405 | $241.0K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 4,545 | $248.2K | 0.03% | −1,526−25.1% | Reduced |
| nVerses Capital, LLC | – | $251.2K | 0.70% | – | New |
| SG Americas Securities, LLC | 4,658 | $254.0K | 0.00% | −9,627−67.4% | Reduced |
| Point72 Asset Management, L.P. | 4,724 | $257.9K | 0.00% | −11,011−70.0% | Reduced |
| Cerity Partners LLC | 4,755 | $259.6K | 0.00% | +4,755 | New |
| Choate Investment Advisors | 4,759 | $259.8K | 0.01% | +4,759 | New |
| Massachusetts Financial Services Co | 4,799 | $262.0K | 0.00% | +4,799 | New |
| Carmel Capital Partners, LLC | 4,801 | $262.1K | 0.13% | +4,012+508.5% | Added |
| Lido Advisors, LLC | 4,878 | $266.3K | 0.00% | +4,878 | New |
| Tower Research Capital LLC (TRC) | 4,932 | $269.3K | 0.00% | −9,913−66.8% | Reduced |
| The PNC Financial Services Group, Inc. | 5,318 | $290.4K | 0.00% | +394+8.0% | Added |
| Corton Capital Inc. | 5,341 | $291.6K | 0.09% | +5,341 | New |
| Argent Capital Management LLC | 5,432 | $296.6K | 0.01% | +5,432 | New |
| Cim Investment Mangement Inc | 5,465 | $298.4K | 0.10% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,565 | $303.8K | 0.19% | +5,565 | New |
| Xponance, Inc. | 5,586 | $305.0K | 0.00% | +5,586 | New |
| Ameritas Investment Partners, Inc. | 5,653 | $308.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,026 | $329.0K | 0.02% | +260+4.5% | Added |
| James Investment Research Inc | 6,171 | $336.9K | 0.04% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 6,350 | $346.7K | 0.06% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 6,379 | $348.0K | 0.13% | +6,379 | New |
| Foundry Partners, LLC | 6,376 | $348.1K | 0.02% | −1,628−20.3% | Reduced |
| Pictet Asset Management Holding SA | 6,477 | $353.6K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,567 | $358.6K | 0.02% | +6,567 | New |
| Stifel Financial Corp | 6,693 | $365.4K | 0.00% | −10,029−60.0% | Reduced |
| FORA Capital, LLC | 6,788 | $370.6K | 0.03% | +6,788 | New |