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, Q1 2024
Institutional positions in Axos Financial, Inc. as of Mar 31, 2024. 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
- 310
- +8 vs. Q4 2023
- Shares held
- 48.9M
- −425.2K (−0.9%) vs. Q4 2023
- Total value
- $2.64B
- −$53.2M (−2.0%) vs. Q4 2023
- New holders
- 43
- 91 more added
- Sold out
- 35
- 124 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,265,413 | $446.7M | 0.01% | −64,466−0.8% | Reduced |
| Vanguard Group Inc | 5,870,571 | $317.2M | 0.01% | −63,376−1.1% | Reduced |
| State Street Corp | 3,326,617 | $179.8M | 0.01% | −175,058−5.0% | Reduced |
| Dimensional Fund Advisors LP | 2,685,234 | $145.1M | 0.04% | −39,097−1.4% | Reduced |
| Davis Asset Management, L.P. | 1,500,000 | $81.1M | 3.55% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,361,962 | $73.6M | 0.07% | −7,301−0.5% | Reduced |
| Geode Capital Management, LLC | 1,273,728 | $68.8M | 0.01% | +127,540+11.1% | Added |
| American Century Companies Inc | 1,228,254 | $66.4M | 0.04% | +257,123+26.5% | Added |
| FMR LLC | 1,073,295 | $58.0M | 0.00% | +213,058+24.8% | Added |
| Wasatch Advisors Inc | 1,040,022 | $56.2M | 0.29% | −28,187−2.6% | Reduced |
| Nuveen Asset Management, LLC | 858,934 | $46.4M | 0.01% | +2,682+0.3% | Added |
| Geneva Capital Management LLC | 723,960 | $39.1M | 0.69% | −4,183−0.6% | Reduced |
| Wellington Management Group LLP | 722,646 | $39.1M | 0.01% | +507,696+236.2% | Added |
| Northern Trust Corp | 714,215 | $38.6M | 0.01% | −54,967−7.1% | Reduced |
| Morgan Stanley | 684,547 | $37.0M | 0.00% | −79,479−10.4% | Reduced |
| Charles Schwab Investment Management Inc | 683,266 | $36.9M | 0.01% | +69,875+11.4% | Added |
| Jarislowsky, Fraser Ltd | 651,835 | $35.2M | 0.20% | −173,832−21.1% | Reduced |
| Ameriprise Financial Inc | 588,369 | $31.8M | 0.01% | −31,511−5.1% | Reduced |
| Bank of New York Mellon Corp | 510,992 | $27.6M | 0.01% | −28,613−5.3% | Reduced |
| Shaker Investments LLC | 466,277 | $25.2M | 10.67% | −1,255−0.3% | Reduced |
| Loomis Sayles & Co L P | 463,915 | $25.1M | 0.04% | +46,774+11.2% | Added |
| Emerald Advisers, LLC | 457,424 | $24.7M | 0.99% | +100,899+28.3% | Added |
| Voloridge Investment Management, LLC | 441,778 | $23.9M | 0.09% | +64,080+17.0% | Added |
| Rice Hall James & Associates, LLC | 388,256 | $21.0M | 1.20% | −69,436−15.2% | Reduced |
| Bragg Financial Advisors, Inc | 358,528 | $19.4M | 0.87% | +1,340+0.4% | Added |
| Emerald Mutual Fund Advisers Trust | 348,910 | $18.9M | 0.98% | +49,625+16.6% | Added |
| Pembroke Management, LTD | 335,800 | $18.1M | 2.14% | −11,147−3.2% | Reduced |
| Bank of America Corp | 334,990 | $18.1M | 0.00% | +78,726+30.7% | Added |
| Goldman Sachs Group Inc | 327,799 | $17.7M | 0.00% | −467,582−58.8% | Reduced |
| Stieven Capital Advisors, L.P. | 324,033 | $17.5M | 3.64% | +41,400+14.6% | Added |
| D. E. Shaw & Co., Inc. | 313,414 | $16.9M | 0.02% | −32,683−9.4% | Reduced |
| Norges Bank | 308,611 | $16.7M | 0.00% | −86,497−21.9% | Reduced |
| Invesco Ltd. | 296,750 | $16.0M | 0.00% | +19,704+7.1% | Added |
| TCW Group Inc | 290,500 | $15.7M | 0.16% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 286,139 | $15.5M | 0.00% | +174,620+156.6% | Added |
| Ategra Capital Management, LLC | 285,283 | $15.4M | 7.08% | −187−0.1% | Reduced |
| Basswood Capital Management, L.L.C. | 270,072 | $14.6M | 0.85% | 00.0% | Unchanged |
| Principal Financial Group Inc | 263,499 | $14.2M | 0.01% | −4,737−1.8% | Reduced |
| Lazard Asset Management LLC | 260,100 | $14.1M | 0.02% | +14,953+6.1% | Added |
| Arrowstreet Capital, Limited Partnership | 227,540 | $12.3M | 0.01% | +40,127+21.4% | Added |
| Allspring Global Investments Holdings, LLC | 207,891 | $11.2M | 0.02% | +102,205+96.7% | Added |
| First Eagle Investment Management, LLC | 187,572 | $10.1M | 0.02% | +12,650+7.2% | Added |
| AQR Capital Management LLC | 177,436 | $9.59M | 0.02% | +143,935+429.6% | Added |
| Millennium Management LLC | 176,667 | $9.55M | 0.01% | −226,210−56.1% | Reduced |
| Franklin Resources Inc | 174,075 | $9.41M | 0.00% | +146,709+536.1% | Added |
| Prudential Financial Inc | 173,413 | $9.37M | 0.01% | +24,161+16.2% | Added |
| Algert Global LLC | 166,904 | $9.02M | 0.35% | +87,323+109.7% | Added |
| Rhumbline Advisers | 166,639 | $9.01M | 0.01% | −2,512−1.5% | Reduced |
| Citigroup Inc | 165,694 | $8.95M | 0.01% | −23,015−12.2% | Reduced |
| Brandywine Global Investment Management, LLC | 163,876 | $8.86M | 0.06% | −1,230−0.7% | Reduced |
| Victory Capital Management Inc | 163,780 | $8.85M | 0.01% | −3,112−1.9% | Reduced |
| Lord, Abbett & Co. LLC | 163,586 | $8.84M | 0.03% | −24,767−13.1% | Reduced |
| Orchard Capital Managment, LLC | 157,540 | $8.51M | 2.50% | −155,773−49.7% | Reduced |
| Rafferty Asset Management, LLC | 156,878 | $8.48M | 0.03% | −5,926−3.6% | Reduced |
| Barclays PLC | 154,012 | $8.32M | 0.00% | −149,600−49.3% | Reduced |
| M&G Plc | 152,762 | $8.25M | 0.05% | +152,762 | New |
| State of Wisconsin Investment Board | 151,041 | $8.16M | 0.02% | −10,131−6.3% | Reduced |
| Epoch Investment Partners, Inc. | 144,877 | $7.83M | 0.03% | +144,877 | New |
| Legal & General Group Plc | 144,870 | $7.83M | 0.00% | −1,454−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 144,152 | $7.79M | 0.09% | −225,607−61.0% | Reduced |
| Royce & Associates LP | 139,315 | $7.53M | 0.07% | +4,672+3.5% | Added |
| S&T Bank | 138,058 | $7.46M | 1.43% | −17,085−11.0% | Reduced |
| Scout Investments, Inc. | 138,059 | $7.24M | 0.18% | −8,790−6.0% | Reduced |
| Eagle Asset Management Inc | 134,895 | $7.07M | 0.04% | −1,933−1.4% | Reduced |
| Two Sigma Investments, LP | 128,220 | $6.93M | 0.02% | +83,175+184.6% | Added |
| Royal Bank of Canada | 118,696 | $6.42M | 0.00% | −17,444−12.8% | Reduced |
| Bridgeway Capital Management, LLC | 110,400 | $5.97M | 0.12% | 00.0% | Unchanged |
| Swiss National Bank | 108,200 | $5.85M | 0.00% | −2,300−2.1% | Reduced |
| Public Sector Pension Investment Board | 103,803 | $5.61M | 0.04% | −2,820−2.6% | Reduced |
| Kestrel Investment Management Corp | 98,450 | $5.32M | 3.55% | −800−0.8% | Reduced |
| Ci Investments Inc. | 88,480 | $4.78M | 0.02% | +6,700+8.2% | Added |
| Raymond James & Associates | 88,301 | $4.77M | 0.00% | +6,362+7.8% | Added |
| Kennedy Capital Management, Inc. | 74,629 | $4.03M | 0.08% | −36,851−33.1% | Reduced |
| Alliancebernstein L.P. | 72,354 | $3.91M | 0.00% | −5,746−7.4% | Reduced |
| Edgestream Partners, L.P. | 70,915 | $3.83M | 0.19% | +32,098+82.7% | Added |
| Guggenheim Capital LLC | 65,286 | $3.53M | 0.03% | −7,326−10.1% | Reduced |
| Credit Suisse AG | 60,333 | $3.26M | 0.00% | −1,419−2.3% | Reduced |
| UBS Group AG | 58,705 | $3.17M | 0.00% | −7,519−11.4% | Reduced |
| First Trust Advisors LP | 56,556 | $3.06M | 0.00% | −14,074−19.9% | Reduced |
| Janus Henderson Group PLC | 55,640 | $3.01M | 0.00% | +31,464+130.1% | Added |
| California State Teachers Retirement System | 54,831 | $2.96M | 0.00% | −4,313−7.3% | Reduced |
| CCG Wealth Management, LLC | 54,211 | $2.93M | 1.77% | +44,200+441.5% | Added |
| EJF Capital LLC | 52,393 | $2.83M | 1.97% | −43,651−45.4% | Reduced |
| Great West Life Assurance Co | 50,460 | $2.73M | 0.01% | +8,322+19.7% | Added |
| SEI Investments Co | 49,233 | $2.66M | 0.00% | +4,370+9.7% | Added |
| Redwood Investments, LLC | 49,645 | $2.64M | 0.77% | −24,577−33.1% | Reduced |
| Gratus Capital LLC | 48,393 | $2.62M | 0.12% | −200−0.4% | Reduced |
| Thrivent Financial for Lutherans | 48,311 | $2.61M | 0.01% | −25,494−34.5% | Reduced |
| UBS Asset Management Americas Inc | 47,293 | $2.56M | 0.00% | −2,262−4.6% | Reduced |
| BNP Paribas Arbitrage, SA | 45,960 | $2.48M | 0.00% | +12,560+37.6% | Added |
| Bank of Montreal | 45,068 | $2.45M | 0.00% | −7,894−14.9% | Reduced |
| Texas Permanent School Fund | 44,320 | $2.40M | 0.02% | −66−0.1% | Reduced |
| Connors Investor Services Inc | 43,383 | $2.34M | 0.25% | −3,062−6.6% | Reduced |
| Globeflex Capital L P | 42,191 | $2.28M | 0.22% | +42,191 | New |
| Quantedge Capital Pte Ltd | 40,800 | $2.20M | 0.93% | +40,800 | New |
| New York State Teachers Retirement System | 38,046 | $2.06M | 0.00% | −100−0.3% | Reduced |
| Susquehanna International Group, LLP | 36,711 | $1.98M | 0.00% | −25,267−40.8% | Reduced |
| Formula Growth Ltd | 35,624 | $1.93M | 0.62% | 00.0% | Unchanged |
| Wells Fargo & Company | 34,869 | $1.88M | 0.00% | +15,027+75.7% | Added |
| Deutsche Bank AG | 34,297 | $1.85M | 0.00% | −10,418−23.3% | Reduced |