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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 38,146 | $2.08M | 0.00% | −160.0% | Reduced |
| Edgestream Partners, L.P. | 38,817 | $2.12M | 0.15% | −13,192−25.4% | Reduced |
| Qube Research & Technologies Ltd | 41,645 | $2.27M | 0.01% | −101,001−70.8% | Reduced |
| Great West Life Assurance Co | 42,138 | $2.30M | 0.01% | −3,267−7.2% | Reduced |
| Canada Pension Plan Investment Board | 42,700 | $2.33M | 0.00% | +42,700 | New |
| National Asset Management, Inc. | 44,112 | $2.41M | 0.06% | −684−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 44,297 | $2.42M | 0.03% | +34,258+341.2% | Added |
| Texas Permanent School Fund | 44,386 | $2.42M | 0.02% | −167−0.4% | Reduced |
| Deutsche Bank AG | 44,715 | $2.44M | 0.00% | +10,324+30.0% | Added |
| SEI Investments Co | 44,863 | $2.45M | 0.00% | −57,939−56.4% | Reduced |
| Two Sigma Investments, LP | 45,045 | $2.46M | 0.01% | −80,753−64.2% | Reduced |
| Connors Investor Services Inc | 46,445 | $2.54M | 0.28% | +597+1.3% | Added |
| Gratus Capital LLC | 48,593 | $2.65M | 0.15% | −432−0.9% | Reduced |
| UBS Asset Management Americas Inc | 49,555 | $2.71M | 0.00% | +2,524+5.4% | Added |
| Bank of Montreal | 52,962 | $3.00M | 0.00% | +1,677+3.3% | Added |
| Quantbot Technologies LP | 55,817 | $3.05M | 0.18% | +55,817 | New |
| Walleye Trading LLC | 58,629 | $3.20M | 0.05% | +58,629 | New |
| California State Teachers Retirement System | 59,144 | $3.23M | 0.00% | −454−0.8% | Reduced |
| Credit Suisse AG | 61,752 | $3.37M | 0.00% | +7,270+13.3% | Added |
| Susquehanna International Group, LLP | 61,978 | $3.38M | 0.01% | +18,295+41.9% | Added |
| UBS Group AG | 66,224 | $3.62M | 0.00% | +60,472+1,051.3% | Added |
| First Trust Advisors LP | 70,630 | $3.86M | 0.00% | +14,068+24.9% | Added |
| Guggenheim Capital LLC | 72,612 | $3.96M | 0.03% | +72,612 | New |
| Thrivent Financial for Lutherans | 73,805 | $4.03M | 0.01% | +23,064+45.5% | Added |
| Redwood Investments, LLC | 74,222 | $4.05M | 1.06% | −291,915−79.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 74,316 | $4.06M | 0.11% | +74,316 | New |
| Alliancebernstein L.P. | 78,100 | $4.26M | 0.00% | −80−0.1% | Reduced |
| Capital Fund Management S.A. | 78,401 | $4.28M | 0.05% | +78,401 | New |
| Algert Global LLC | 79,581 | $4.35M | 0.17% | +15,655+24.5% | Added |
| Ci Investments Inc. | 81,780 | $4.46M | 0.02% | −19,310−19.1% | Reduced |
| Raymond James & Associates | 81,939 | $4.47M | 0.00% | −46,594−36.3% | Reduced |
| Jane Street Group, LLC | 83,834 | $4.58M | 0.01% | −60,663−42.0% | Reduced |
| Simplex Trading, LLC | 88,943 | $4.86M | 0.15% | +88,943 | New |
| EJF Capital LLC | 96,044 | $5.24M | 2.74% | −15,719−14.1% | Reduced |
| Kestrel Investment Management Corp | 99,250 | $5.42M | 3.67% | −20,300−17.0% | Reduced |
| Nomura Holdings Inc | 100,647 | $5.50M | 0.05% | +100,647 | New |
| Allspring Global Investments Holdings, LLC | 105,686 | $5.77M | 0.01% | −67,266−38.9% | Reduced |
| Public Sector Pension Investment Board | 106,623 | $5.82M | 0.04% | +41,785+64.4% | Added |
| Bridgeway Capital Management, LLC | 110,400 | $6.03M | 0.13% | +110,400 | New |
| Swiss National Bank | 110,500 | $6.03M | 0.00% | −6,400−5.5% | Reduced |
| Kennedy Capital Management, Inc. | 111,480 | $6.09M | 0.13% | −6,147−5.2% | Reduced |
| JPMorgan Chase & Co | 111,519 | $6.09M | 0.00% | −238,387−68.1% | Reduced |
| Tudor Investment Corp Et Al | 124,156 | $6.78M | 0.09% | +124,156 | New |
| Royce & Associates LP | 134,643 | $7.35M | 0.07% | −24,721−15.5% | Reduced |
| Royal Bank of Canada | 136,140 | $7.43M | 0.00% | +5,819+4.5% | Added |
| Eagle Asset Management Inc | 136,828 | $7.47M | 0.04% | +136,828 | New |
| Putnam Investments LLC | 137,834 | $7.53M | 0.01% | −9,530−6.5% | Reduced |
| Legal & General Group Plc | 146,324 | $7.99M | 0.00% | −2,290−1.5% | Reduced |
| Gator Capital Management, LLC | 146,680 | $8.01M | 4.43% | 00.0% | Unchanged |
| Scout Investments, Inc. | 146,849 | $8.02M | 0.20% | +3,848+2.7% | Added |
| Prudential Financial Inc | 149,252 | $8.15M | 0.01% | +28,671+23.8% | Added |
| S&T Bank | 155,143 | $8.47M | 1.56% | −7,395−4.5% | Reduced |
| State of Wisconsin Investment Board | 161,172 | $8.80M | 0.02% | +11,224+7.5% | Added |
| Rafferty Asset Management, LLC | 162,804 | $8.89M | 0.04% | +102,704+170.9% | Added |
| Brandywine Global Investment Management, LLC | 165,106 | $9.01M | 0.07% | −17,246−9.5% | Reduced |
| Victory Capital Management Inc | 166,892 | $9.11M | 0.01% | −105,778−38.8% | Reduced |
| Rhumbline Advisers | 169,151 | $9.24M | 0.01% | −9,595−5.4% | Reduced |
| First Eagle Investment Management, LLC | 174,922 | $9.55M | 0.02% | +64,939+59.0% | Added |
| Arrowstreet Capital, Limited Partnership | 187,413 | $10.2M | 0.01% | −27,666−12.9% | Reduced |
| Lord, Abbett & Co. LLC | 188,353 | $10.3M | 0.04% | −2,177−1.1% | Reduced |
| Citigroup Inc | 188,709 | $10.3M | 0.01% | +139,438+283.0% | Added |
| Wellington Management Group LLP | 214,950 | $11.7M | 0.00% | +133,113+162.7% | Added |
| Lazard Asset Management LLC | 245,147 | $13.4M | 0.02% | +132,574+117.8% | Added |
| Bank of America Corp | 256,264 | $14.0M | 0.00% | +187,335+271.8% | Added |
| Principal Financial Group Inc | 268,236 | $14.6M | 0.01% | −15,049−5.3% | Reduced |
| Basswood Capital Management, L.L.C. | 270,072 | $14.7M | 0.95% | −398,426−59.6% | Reduced |
| Invesco Ltd. | 277,046 | $15.1M | 0.00% | +44,311+19.0% | Added |
| Stieven Capital Advisors, L.P. | 282,633 | $15.4M | 3.31% | +12,500+4.6% | Added |
| Ategra Capital Management, LLC | 285,470 | $15.6M | 6.97% | +22,547+8.6% | Added |
| TCW Group Inc | 290,500 | $15.9M | 0.18% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 299,285 | $16.3M | 0.87% | +136,981+84.4% | Added |
| Barclays PLC | 303,612 | $16.6M | 0.01% | +196,004+182.1% | Added |
| Orchard Capital Managment, LLC | 313,313 | $17.1M | 5.36% | +15,677+5.3% | Added |
| D. E. Shaw & Co., Inc. | 346,097 | $18.9M | 0.03% | +145,093+72.2% | Added |
| Pembroke Management, LTD | 346,947 | $18.9M | 2.35% | −8,534−2.4% | Reduced |
| Emerald Advisers, LLC | 356,525 | $19.5M | 0.83% | +180,129+102.1% | Added |
| Bragg Financial Advisors, Inc | 357,188 | $19.5M | 0.93% | +3,527+1.0% | Added |
| Cubist Systematic Strategies, LLC | 369,759 | $20.2M | 0.25% | +231,722+167.9% | Added |
| Voloridge Investment Management, LLC | 377,698 | $20.6M | 0.08% | +292,126+341.4% | Added |
| Norges Bank | 395,108 | $21.6M | 0.00% | −32,648−7.6% | Reduced |
| Millennium Management LLC | 402,877 | $22.0M | 0.02% | −191,271−32.2% | Reduced |
| Loomis Sayles & Co L P | 417,141 | $22.8M | 0.03% | −224,921−35.0% | Reduced |
| Rice Hall James & Associates, LLC | 457,692 | $25.0M | 1.45% | −142,130−23.7% | Reduced |
| Shaker Investments LLC | 467,532 | $25.5M | 11.90% | −2,270−0.5% | Reduced |
| Bank of New York Mellon Corp | 539,605 | $29.5M | 0.01% | −22,290−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 613,391 | $33.5M | 0.01% | +10,716+1.8% | Added |
| Ameriprise Financial Inc | 619,880 | $33.8M | 0.01% | −756,735−55.0% | Reduced |
| Geneva Capital Management LLC | 728,143 | $39.8M | 0.75% | +507+0.1% | Added |
| Morgan Stanley | 764,026 | $41.7M | 0.00% | +89,584+13.3% | Added |
| Northern Trust Corp | 769,182 | $42.0M | 0.01% | −11,075−1.4% | Reduced |
| Goldman Sachs Group Inc | 795,381 | $43.4M | 0.01% | +423,930+114.1% | Added |
| Jarislowsky, Fraser Ltd | 825,667 | $45.1M | 0.27% | −18,691−2.2% | Reduced |
| Nuveen Asset Management, LLC | 856,252 | $46.8M | 0.02% | −1,619−0.2% | Reduced |
| FMR LLC | 860,237 | $47.0M | 0.00% | +19,631+2.3% | Added |
| American Century Companies Inc | 971,131 | $53.0M | 0.04% | −424,584−30.4% | Reduced |
| Wasatch Advisors Inc | 1,068,209 | $58.3M | 0.32% | −141,277−11.7% | Reduced |
| Geode Capital Management, LLC | 1,146,188 | $62.6M | 0.01% | +28,683+2.6% | Added |
| Citadel Advisors LLC | 1,369,263 | $74.8M | 0.08% | +1,117,413+443.7% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $81.9M | 3.98% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,724,331 | $148.8M | 0.04% | +134,266+5.2% | Added |