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 |
|---|---|---|---|---|---|
| Amundi | 6,855 | $370.6K | 0.00% | +209+3.1% | Added |
| Advisor Group Holdings, Inc. | 6,890 | $376.2K | 0.00% | −4,332−38.6% | Reduced |
| Virtu Financial LLC | 6,967 | $380.0K | 0.03% | +6,967 | New |
| Concurrent Investment Advisors, LLC | 7,009 | $382.7K | 0.02% | +7,009 | New |
| Mission Creek Capital Partners, Inc. | 7,066 | $385.8K | 0.10% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,247 | $395.5K | 0.01% | −2,382−24.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,253 | $396.0K | 0.00% | −1,241−14.6% | Reduced |
| Alps Advisors Inc | 7,394 | $403.7K | 0.00% | −421−5.4% | Reduced |
| XTX Topco Ltd | 7,434 | $405.9K | 0.09% | −2,724−26.8% | Reduced |
| Aquatic Capital Management LLC | 7,500 | $410.0K | 0.01% | −8,500−53.1% | Reduced |
| Commonwealth Equity Services, LLC | 7,598 | $415.0K | 0.00% | +362+5.0% | Added |
| Quantinno Capital Management LP | 7,779 | $425.0K | 0.01% | +9+0.1% | Added |
| Two Sigma Advisers, LP | 8,016 | $437.7K | 0.00% | −33,300−80.6% | Reduced |
| Everence Capital Management Inc | 8,590 | $469.0K | 0.03% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 8,663 | $473.0K | 0.32% | +8,663 | New |
| Mutual of America Capital Management LLC | 8,993 | $491.0K | 0.01% | −202−2.2% | Reduced |
| Pinnacle Associates Ltd | 9,100 | $496.9K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 9,353 | $510.7K | 0.01% | −291−3.0% | Reduced |
| PDT Partners, LLC | 9,465 | $516.8K | 0.06% | −43,431−82.1% | Reduced |
| Handelsbanken Fonder AB | 9,995 | $546.0K | 0.00% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 10,011 | $546.6K | 0.37% | −5,200−34.2% | Reduced |
| ARGA Investment Management, LP | 10,140 | $553.6K | 0.02% | +10,140 | New |
| Advantage Alpha Capital Partners LP | 10,187 | $556.2K | 0.11% | +10,187 | New |
| Great Lakes Advisors, LLC | 10,331 | $564.1K | 0.01% | +10,331 | New |
| ProShare Advisors LLC | 10,336 | $564.3K | 0.00% | +1,779+20.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,429 | $569.4K | 0.00% | +1,124+12.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,088 | $605.4K | 0.00% | −23,984−68.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,198 | $611.4K | 0.06% | +300+2.8% | Added |
| Occudo Quantitative Strategies LP | 11,484 | $627.0K | 0.09% | +11,484 | New |
| Nisa Investment Advisors, LLC | 11,561 | $631.2K | 0.00% | −1,069−8.5% | Reduced |
| Affinity Investment Advisors, LLC | 11,562 | $631.3K | 0.43% | +11,562 | New |
| Verition Fund Management LLC | 11,675 | $637.5K | 0.01% | −4,038−25.7% | Reduced |
| Seven Eight Capital, LP | 12,628 | $689.5K | 0.08% | −3,122−19.8% | Reduced |
| First Hawaiian Bank | 13,015 | $710.6K | 0.02% | +5,160+65.7% | Added |
| Russell Investments Group, Ltd. | 13,490 | $736.6K | 0.00% | −25,227−65.2% | Reduced |
| Captrust Financial Advisors | 13,750 | $750.8K | 0.00% | −775−5.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,949 | $761.6K | 0.00% | −30.0% | Reduced |
| Gsa Capital Partners LLP | 14,152 | $773.0K | 0.06% | +1,450+11.4% | Added |
| HRT Financial LP | 14,271 | $779.0K | 0.01% | −62,729−81.5% | Reduced |
| Bayview Asset Management, LLC | 15,000 | $819.0K | 0.46% | −35,000−70.0% | Reduced |
| Oregon Public Employees Retirement Fund | 15,043 | $821.3K | 0.01% | −600−3.8% | Reduced |
| Walleye Capital LLC | 15,171 | $828.3K | 0.01% | −8,978−37.2% | Reduced |
| Martingale Asset Management L P | 15,408 | $841.3K | 0.02% | −6,202−28.7% | Reduced |
| Duality Advisers, LP | 15,510 | $846.8K | 0.09% | −7,222−31.8% | Reduced |
| Teacher Retirement System of Texas | 15,550 | $849.0K | 0.01% | −24,425−61.1% | Reduced |
| Arizona State Retirement System | 15,686 | $856.5K | 0.01% | +537+3.5% | Added |
| State Board of Administration of Florida Retirement System | 16,242 | $886.8K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,374 | $894.0K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 17,015 | $929.0K | 0.10% | +17,015 | New |
| Natixis Advisors, L.P. | 17,081 | $932.0K | 0.00% | −1,593−8.5% | Reduced |
| SummerHaven Investment Management, LLC | 17,185 | $938.3K | 0.60% | +206+1.2% | Added |
| Wolverine Trading, LLC | 18,253 | $996.6K | 0.01% | +18,253 | New |
| Maryland State Retirement & Pension System | 18,674 | $1.02M | 0.02% | −648−3.4% | Reduced |
| Truist Financial Corp | 19,523 | $1.07M | 0.00% | −3,717−16.0% | Reduced |
| Wells Fargo & Company | 19,842 | $1.08M | 0.00% | +3,621+22.3% | Added |
| Ridgewood Investments LLC | 19,963 | $1.09M | 0.65% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 20,259 | $1.11M | 0.42% | 00.0% | Unchanged |
| Amalgamated Bank | 20,385 | $1.11M | 0.01% | −832−3.9% | Reduced |
| Jefferies Financial Group Inc. | 20,600 | $1.12M | 0.02% | +20,600 | New |
| Wakefield Asset Management LLLP | 20,716 | $1.13M | 0.42% | +5,140+33.0% | Added |
| Avenir Corp | 20,790 | $1.14M | 0.10% | +20,790 | New |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.15M | 0.16% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 21,041 | $1.15M | 0.07% | −1,168−5.3% | Reduced |
| Group One Trading, L.P. | 21,295 | $1.16M | 0.04% | +5,854+37.9% | Added |
| Voya Investment Management LLC | 22,229 | $1.21M | 0.00% | −602−2.6% | Reduced |
| Squarepoint Ops LLC | 22,278 | $1.22M | 0.00% | −66,659−75.0% | Reduced |
| Centiva Capital, LP | 23,136 | $1.26M | 0.08% | +23,136 | New |
| B. Metzler seel. Sohn & Co. AG | 23,210 | $1.27M | 0.02% | −3,300−12.4% | Reduced |
| Van Hulzen Asset Management, LLC | 23,376 | $1.28M | 0.09% | −8,274−26.1% | Reduced |
| DekaBank Deutsche Girozentrale | 23,182 | $1.31M | 0.00% | +8,405+56.9% | Added |
| Janus Henderson Group PLC | 24,176 | $1.32M | 0.00% | −44−0.2% | Reduced |
| New York State Common Retirement Fund | 24,257 | $1.32M | 0.00% | +493+2.1% | Added |
| Envestnet Asset Management Inc | 24,472 | $1.34M | 0.00% | −4,007−14.1% | Reduced |
| Comerica Bank | 25,111 | $1.37M | 0.01% | −1,384−5.2% | Reduced |
| D.A. Davidson & Co. | 25,264 | $1.38M | 0.01% | +861+3.5% | Added |
| Yousif Capital Management, LLC | 25,445 | $1.39M | 0.02% | −545−2.1% | Reduced |
| Toroso Investments, LLC | 25,507 | $1.39M | 0.03% | −33,505−56.8% | Reduced |
| Louisiana State Employees Retirement System | 25,700 | $1.40M | 0.03% | −1,000−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 25,898 | $1.41M | 0.00% | +558+2.2% | Added |
| Balyasny Asset Management LLC | 27,068 | $1.48M | 0.00% | −15,360−36.2% | Reduced |
| LPL Financial LLC | 27,095 | $1.48M | 0.00% | +10,364+61.9% | Added |
| Franklin Resources Inc | 27,366 | $1.49M | 0.00% | −28−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 27,483 | $1.50M | 0.03% | −3,487−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 27,571 | $1.51M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 27,678 | $1.51M | 0.00% | −1,699−5.8% | Reduced |
| Manufacturers Life Insurance Company, The | 27,688 | $1.51M | 0.00% | −294−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,720 | $1.51M | 0.01% | −599−2.1% | Reduced |
| Cornercap Investment Counsel Inc | 28,111 | $1.53M | 0.25% | +408+1.5% | Added |
| MetLife Investment Management | 29,371 | $1.60M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 29,600 | $1.62M | 0.01% | +29,600 | New |
| American International Group, Inc. | 30,035 | $1.64M | 0.01% | −958−3.1% | Reduced |
| State of Tennessee, Treasury Department | 30,092 | $1.64M | 0.01% | −792−2.6% | Reduced |
| Price T Rowe Associates Inc | 31,242 | $1.71M | 0.00% | +878+2.9% | Added |
| State of Alaska, Department of Revenue | 31,610 | $1.73M | 0.02% | −1,060−3.2% | Reduced |
| Trexquant Investment LP | 31,924 | $1.74M | 0.04% | +31,924 | New |
| HSBC Holdings PLC | 32,808 | $1.81M | 0.00% | +32,808 | New |
| BNP Paribas Arbitrage, SA | 33,400 | $1.82M | 0.00% | −26,153−43.9% | Reduced |
| AQR Capital Management LLC | 33,501 | $1.83M | 0.00% | +13,236+65.3% | Added |
| Formula Growth Ltd | 35,624 | $1.95M | 0.62% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 37,217 | $2.03M | 0.01% | 00.0% | Unchanged |