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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 41,645 | $2.27M | 0.01% | −101,001−70.8% | Reduced |
| Edgestream Partners, L.P. | 38,817 | $2.12M | 0.15% | −13,192−25.4% | Reduced |
| New York State Teachers Retirement System | 38,146 | $2.08M | 0.00% | −160.0% | Reduced |
| Assenagon Asset Management S.A. | 37,217 | $2.03M | 0.01% | 00.0% | Unchanged |
| Formula Growth Ltd | 35,624 | $1.95M | 0.62% | 00.0% | Unchanged |
| AQR Capital Management LLC | 33,501 | $1.83M | 0.00% | +13,236+65.3% | Added |
| BNP Paribas Arbitrage, SA | 33,400 | $1.82M | 0.00% | −26,153−43.9% | Reduced |
| HSBC Holdings PLC | 32,808 | $1.81M | 0.00% | +32,808 | New |
| Trexquant Investment LP | 31,924 | $1.74M | 0.04% | +31,924 | New |
| State of Alaska, Department of Revenue | 31,610 | $1.73M | 0.02% | −1,060−3.2% | Reduced |
| Price T Rowe Associates Inc | 31,242 | $1.71M | 0.00% | +878+2.9% | Added |
| State of Tennessee, Treasury Department | 30,092 | $1.64M | 0.01% | −792−2.6% | Reduced |
| American International Group, Inc. | 30,035 | $1.64M | 0.01% | −958−3.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 29,600 | $1.62M | 0.01% | +29,600 | New |
| MetLife Investment Management | 29,371 | $1.60M | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 28,111 | $1.53M | 0.25% | +408+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 27,720 | $1.51M | 0.01% | −599−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 27,688 | $1.51M | 0.00% | −294−1.1% | Reduced |
| TD Asset Management Inc | 27,678 | $1.51M | 0.00% | −1,699−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 27,571 | $1.51M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 27,483 | $1.50M | 0.03% | −3,487−11.3% | Reduced |
| Franklin Resources Inc | 27,366 | $1.49M | 0.00% | −28−0.1% | Reduced |
| LPL Financial LLC | 27,095 | $1.48M | 0.00% | +10,364+61.9% | Added |
| Balyasny Asset Management LLC | 27,068 | $1.48M | 0.00% | −15,360−36.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 25,898 | $1.41M | 0.00% | +558+2.2% | Added |
| Louisiana State Employees Retirement System | 25,700 | $1.40M | 0.03% | −1,000−3.7% | Reduced |
| Toroso Investments, LLC | 25,507 | $1.39M | 0.03% | −33,505−56.8% | Reduced |
| Yousif Capital Management, LLC | 25,445 | $1.39M | 0.02% | −545−2.1% | Reduced |
| D.A. Davidson & Co. | 25,264 | $1.38M | 0.01% | +861+3.5% | Added |
| Comerica Bank | 25,111 | $1.37M | 0.01% | −1,384−5.2% | Reduced |
| Envestnet Asset Management Inc | 24,472 | $1.34M | 0.00% | −4,007−14.1% | Reduced |
| New York State Common Retirement Fund | 24,257 | $1.32M | 0.00% | +493+2.1% | Added |
| Janus Henderson Group PLC | 24,176 | $1.32M | 0.00% | −44−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 23,182 | $1.31M | 0.00% | +8,405+56.9% | Added |
| Van Hulzen Asset Management, LLC | 23,376 | $1.28M | 0.09% | −8,274−26.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,210 | $1.27M | 0.02% | −3,300−12.4% | Reduced |
| Centiva Capital, LP | 23,136 | $1.26M | 0.08% | +23,136 | New |
| Squarepoint Ops LLC | 22,278 | $1.22M | 0.00% | −66,659−75.0% | Reduced |
| Voya Investment Management LLC | 22,229 | $1.21M | 0.00% | −602−2.6% | Reduced |
| Group One Trading, L.P. | 21,295 | $1.16M | 0.04% | +5,854+37.9% | Added |
| Credential Qtrade Securities Inc. | 21,041 | $1.15M | 0.07% | −1,168−5.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.15M | 0.16% | 00.0% | Unchanged |
| Avenir Corp | 20,790 | $1.14M | 0.10% | +20,790 | New |
| Wakefield Asset Management LLLP | 20,716 | $1.13M | 0.42% | +5,140+33.0% | Added |
| Jefferies Financial Group Inc. | 20,600 | $1.12M | 0.02% | +20,600 | New |
| Amalgamated Bank | 20,385 | $1.11M | 0.01% | −832−3.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 20,259 | $1.11M | 0.42% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 19,963 | $1.09M | 0.65% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,842 | $1.08M | 0.00% | +3,621+22.3% | Added |
| Truist Financial Corp | 19,523 | $1.07M | 0.00% | −3,717−16.0% | Reduced |
| Maryland State Retirement & Pension System | 18,674 | $1.02M | 0.02% | −648−3.4% | Reduced |
| Wolverine Trading, LLC | 18,253 | $996.6K | 0.01% | +18,253 | New |
| SummerHaven Investment Management, LLC | 17,185 | $938.3K | 0.60% | +206+1.2% | Added |
| Natixis Advisors, L.P. | 17,081 | $932.0K | 0.00% | −1,593−8.5% | Reduced |
| Bayesian Capital Management, LP | 17,015 | $929.0K | 0.10% | +17,015 | New |
| Teachers Retirement System of the State of Kentucky | 16,374 | $894.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,242 | $886.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,686 | $856.5K | 0.01% | +537+3.5% | Added |
| Teacher Retirement System of Texas | 15,550 | $849.0K | 0.01% | −24,425−61.1% | Reduced |
| Duality Advisers, LP | 15,510 | $846.8K | 0.09% | −7,222−31.8% | Reduced |
| Martingale Asset Management L P | 15,408 | $841.3K | 0.02% | −6,202−28.7% | Reduced |
| Walleye Capital LLC | 15,171 | $828.3K | 0.01% | −8,978−37.2% | Reduced |
| Oregon Public Employees Retirement Fund | 15,043 | $821.3K | 0.01% | −600−3.8% | Reduced |
| Bayview Asset Management, LLC | 15,000 | $819.0K | 0.46% | −35,000−70.0% | Reduced |
| HRT Financial LP | 14,271 | $779.0K | 0.01% | −62,729−81.5% | Reduced |
| Gsa Capital Partners LLP | 14,152 | $773.0K | 0.06% | +1,450+11.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,949 | $761.6K | 0.00% | −30.0% | Reduced |
| Captrust Financial Advisors | 13,750 | $750.8K | 0.00% | −775−5.3% | Reduced |
| Russell Investments Group, Ltd. | 13,490 | $736.6K | 0.00% | −25,227−65.2% | Reduced |
| First Hawaiian Bank | 13,015 | $710.6K | 0.02% | +5,160+65.7% | Added |
| Seven Eight Capital, LP | 12,628 | $689.5K | 0.08% | −3,122−19.8% | Reduced |
| Verition Fund Management LLC | 11,675 | $637.5K | 0.01% | −4,038−25.7% | Reduced |
| Affinity Investment Advisors, LLC | 11,562 | $631.3K | 0.43% | +11,562 | New |
| Nisa Investment Advisors, LLC | 11,561 | $631.2K | 0.00% | −1,069−8.5% | Reduced |
| Occudo Quantitative Strategies LP | 11,484 | $627.0K | 0.09% | +11,484 | New |
| Jaffetilchin Investment Partners, LLC | 11,198 | $611.4K | 0.06% | +300+2.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,088 | $605.4K | 0.00% | −23,984−68.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,429 | $569.4K | 0.00% | +1,124+12.1% | Added |
| ProShare Advisors LLC | 10,336 | $564.3K | 0.00% | +1,779+20.8% | Added |
| Great Lakes Advisors, LLC | 10,331 | $564.1K | 0.01% | +10,331 | New |
| Advantage Alpha Capital Partners LP | 10,187 | $556.2K | 0.11% | +10,187 | New |
| ARGA Investment Management, LP | 10,140 | $553.6K | 0.02% | +10,140 | New |
| CCG Wealth Management, LLC | 10,011 | $546.6K | 0.37% | −5,200−34.2% | Reduced |
| Handelsbanken Fonder AB | 9,995 | $546.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 9,465 | $516.8K | 0.06% | −43,431−82.1% | Reduced |
| New York Life Investment Management LLC | 9,353 | $510.7K | 0.01% | −291−3.0% | Reduced |
| Pinnacle Associates Ltd | 9,100 | $496.9K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,993 | $491.0K | 0.01% | −202−2.2% | Reduced |
| Semanteon Capital Management, LP | 8,663 | $473.0K | 0.32% | +8,663 | New |
| Everence Capital Management Inc | 8,590 | $469.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 8,016 | $437.7K | 0.00% | −33,300−80.6% | Reduced |
| Quantinno Capital Management LP | 7,779 | $425.0K | 0.01% | +9+0.1% | Added |
| Commonwealth Equity Services, LLC | 7,598 | $415.0K | 0.00% | +362+5.0% | Added |
| Aquatic Capital Management LLC | 7,500 | $410.0K | 0.01% | −8,500−53.1% | Reduced |
| XTX Topco Ltd | 7,434 | $405.9K | 0.09% | −2,724−26.8% | Reduced |
| Alps Advisors Inc | 7,394 | $403.7K | 0.00% | −421−5.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,253 | $396.0K | 0.00% | −1,241−14.6% | Reduced |
| Quadrature Capital Ltd | 7,247 | $395.5K | 0.01% | −2,382−24.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,066 | $385.8K | 0.10% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,009 | $382.7K | 0.02% | +7,009 | New |