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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 6,967 | $380.0K | 0.03% | +6,967 | New |
| Advisor Group Holdings, Inc. | 6,890 | $376.2K | 0.00% | −4,332−38.6% | Reduced |
| Amundi | 6,855 | $370.6K | 0.00% | +209+3.1% | Added |
| FORA Capital, LLC | 6,788 | $370.6K | 0.03% | +6,788 | New |
| Stifel Financial Corp | 6,693 | $365.4K | 0.00% | −10,029−60.0% | Reduced |
| Profund Advisors LLC | 6,567 | $358.6K | 0.02% | +6,567 | New |
| Pictet Asset Management Holding SA | 6,477 | $353.6K | 0.00% | 00.0% | Unchanged |
| Foundry Partners, LLC | 6,376 | $348.1K | 0.02% | −1,628−20.3% | Reduced |
| AlphaMark Advisors, LLC | 6,379 | $348.0K | 0.13% | +6,379 | New |
| Waterloo Capital, L.P. | 6,350 | $346.7K | 0.06% | 00.0% | Unchanged |
| James Investment Research Inc | 6,171 | $336.9K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,026 | $329.0K | 0.02% | +260+4.5% | Added |
| Ameritas Investment Partners, Inc. | 5,653 | $308.7K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 5,586 | $305.0K | 0.00% | +5,586 | New |
| Cetera Trust Company, N.A | 5,565 | $303.8K | 0.19% | +5,565 | New |
| Cim Investment Mangement Inc | 5,465 | $298.4K | 0.10% | 00.0% | Unchanged |
| Argent Capital Management LLC | 5,432 | $296.6K | 0.01% | +5,432 | New |
| Corton Capital Inc. | 5,341 | $291.6K | 0.09% | +5,341 | New |
| The PNC Financial Services Group, Inc. | 5,318 | $290.4K | 0.00% | +394+8.0% | Added |
| Tower Research Capital LLC (TRC) | 4,932 | $269.3K | 0.00% | −9,913−66.8% | Reduced |
| Lido Advisors, LLC | 4,878 | $266.3K | 0.00% | +4,878 | New |
| Carmel Capital Partners, LLC | 4,801 | $262.1K | 0.13% | +4,012+508.5% | Added |
| Massachusetts Financial Services Co | 4,799 | $262.0K | 0.00% | +4,799 | New |
| Choate Investment Advisors | 4,759 | $259.8K | 0.01% | +4,759 | New |
| Cerity Partners LLC | 4,755 | $259.6K | 0.00% | +4,755 | New |
| Point72 Asset Management, L.P. | 4,724 | $257.9K | 0.00% | −11,011−70.0% | Reduced |
| SG Americas Securities, LLC | 4,658 | $254.0K | 0.00% | −9,627−67.4% | Reduced |
| nVerses Capital, LLC | – | $251.2K | 0.70% | – | New |
| Legato Capital Management LLC | 4,545 | $248.2K | 0.03% | −1,526−25.1% | Reduced |
| Vestcor Inc | 4,405 | $241.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,356 | $237.8K | 0.01% | +4,356 | New |
| GTS Securities LLC | 4,271 | $233.2K | 0.01% | −10,800−71.7% | Reduced |
| HighTower Advisors, LLC | 4,150 | $229.0K | 0.00% | +4,150 | New |
| CWM, LLC | 4,104 | $224.0K | 0.00% | −261−6.0% | Reduced |
| Capstone Investment Advisors, LLC | 4,093 | $223.5K | 0.00% | +4,093 | New |
| Bourgeon Capital Management LLC | 4,000 | $218.4K | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,973 | $216.9K | 0.01% | +3,973 | New |
| Crossmark Global Holdings, Inc. | 3,886 | $212.0K | 0.00% | +3,886 | 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 |
| Versor Investments LP | 3,792 | $207.0K | 0.04% | +3,792 | New |
| Raymond James Trust N.A. | 3,756 | $205.1K | 0.01% | +3,756 | New |
| Metropolitan Life Insurance Co | 3,143 | $171.6K | 0.01% | −133−4.1% | Reduced |
| National Bank of Canada | 2,793 | $153.5K | 0.00% | −273−8.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,762 | $150.8K | 0.00% | +280+11.3% | Added |
| Jones Financial Companies LLLP | 2,419 | $132.1K | 0.00% | +2,419 | New |
| Huntington National Bank | 2,250 | $122.8K | 0.00% | −59−2.6% | Reduced |
| Covestor Ltd | 1,903 | $104.0K | 0.07% | +601+46.2% | Added |
| Quest Partners LLC | 1,830 | $99.9K | 0.02% | +1,830 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,657 | $90.5K | 0.02% | +1,657 | New |
| STRS Ohio | 1,600 | $87.0K | 0.00% | +1,100+220.0% | Added |
| KBC Group NV | 1,565 | $85.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,321 | $72.1K | 0.00% | +960+265.9% | Added |
| Oakworth Capital, Inc. | 1,305 | $71.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,289 | $70.4K | 0.01% | +466+56.6% | Added |
| GAMMA Investing LLC | 886 | $49.1K | 0.01% | +886 | New |
| Quarry LP | 831 | $45.4K | 0.02% | +163+24.4% | Added |
| FinTrust Capital Advisors, LLC | 815 | $44.5K | 0.01% | +815 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 810 | $44.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 639 | $34.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 470 | $25.7K | 0.01% | +470 | New |
| Advisors Asset Management, Inc. | 405 | $22.1K | 0.00% | +405 | New |
| PrairieView Partners, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 351 | $19.2K | 0.00% | −9−2.5% | Reduced |
| First Horizon Advisors, Inc. | 339 | $18.5K | 0.00% | −57−14.4% | Reduced |
| Parkside Financial Bank & Trust | 312 | $17.0K | 0.00% | −100−24.3% | Reduced |
| Nomura Asset Management Co Ltd | 310 | $16.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 309 | $16.9K | 0.00% | −13−4.0% | Reduced |
| Point72 Hong Kong Ltd | 293 | $16.0K | 0.00% | +293 | New |
| Armstrong Advisory Group, Inc | 292 | $15.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 265 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 224 | $12.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 204 | $11.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 202 | $11.0K | 0.00% | −215−51.6% | Reduced |
| SRS Capital Advisors, Inc. | 174 | $9.50K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 160 | $8.74K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $8.54K | 0.00% | +161 | New |
| Cullen/Frost Bankers, Inc. | 136 | $7.43K | 0.00% | +136 | New |
| Glassman Wealth Services | 124 | $6.77K | 0.00% | +124 | New |
| West Tower Group, LLC | 113 | $6.17K | 0.01% | +58+105.5% | Added |
| Main Street Group, LTD | 111 | $6.06K | 0.00% | +111 | New |
| IFP Advisors, Inc | 96 | $5.24K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $4.31K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 75 | $4.09K | 0.00% | −53−41.4% | Reduced |
| Creekmur Asset Management LLC | 68 | $3.71K | 0.00% | +68 | New |
| JFS Wealth Advisors, LLC | 60 | $3.28K | 0.00% | +12+25.0% | Added |
| EntryPoint Capital, LLC | 54 | $2.95K | 0.00% | +54 | New |
| Scarborough Advisors, LLC | 50 | $2.73K | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 46 | $2.51K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 37 | $2.02K | 0.00% | −2−5.1% | Reduced |
| Sofos Investments, Inc. | 29 | $1.60K | 0.00% | −2−6.5% | Reduced |
| TD Waterhouse Canada Inc. | 29 | $1.53K | 0.00% | +19+190.0% | Added |
| Principal Securities, Inc. | 25 | $1.36K | 0.00% | +25 | New |
| West Paces Advisors Inc. | 22 | $1.20K | 0.00% | +22 | New |
| SYSTM Wealth Solutions LLC | 19 | $1.04K | 0.00% | +19 | New |
| Ronald Blue Trust, Inc. | 17 | $1.00K | 0.00% | −925−98.2% | Reduced |
| SJS Investment Consulting Inc. | 13 | $710 | 0.00% | −2−13.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $601 | 0.00% | +11 | New |
| GWM Advisors LLC | 9 | $491 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 6 | $328 | 0.00% | −108−94.7% | Reduced |