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 |
|---|---|---|---|---|---|
| State Street Corp | 3,501,675 | $191.2M | 0.01% | +828,582+31.0% | Added |
| Vanguard Group Inc | 5,933,947 | $324.0M | 0.01% | −39,459−0.7% | Reduced |
| BlackRock Inc. | 8,329,879 | $454.8M | 0.01% | −131,087−1.5% | Reduced |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −225,421−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −135,186−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −58,821−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −48,025−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −32,354−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −24,109−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,745−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,352−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,186−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Foster Dykema Cabot & Co Inc | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |