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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; 387 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.

Q1 2024 vs. Q4 2023

How the institutions holding Axos Financial, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of AX: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3031310+8
Shares49.5M137.8K48.9M−425.2K (−0.9%)
Value$2.70B$7.53M$2.64B−$53.2M (−2.0%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Axos Financial, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to AX in Q1 2024
InstitutionSharesValue% of portfolio
M&G Plc152,762$8.25M0.05%
Epoch Investment Partners, Inc.144,877$7.83M0.03%
Globeflex Capital L P42,191$2.28M0.22%
Quantedge Capital Pte Ltd40,800$2.20M0.93%
Summit Global Investments19,841$1.07M0.08%
Jump Financial, LLC19,679$1.06M0.03%
Moore Capital Management, LP16,758$905.6K0.02%
Caxton Associates LP16,575$895.7K0.06%
Danske Bank A/S16,417$887.2K0.00%
Exchange Traded Concepts, LLC16,025$866.0K0.02%
Capula Management Ltd14,977$809.4K0.03%
Livforsakringsbolaget Skandia, Omsesidigt14,100$761.8K0.06%
BI Asset Management Fondsmaeglerselskab A/S13,064$706.0K0.01%
Toth Financial Advisory Corp11,430$617.7K0.08%
Pearl River Capital, LLC9,898$534.9K0.08%
Alpha DNA Investment Management LLC9,818$530.6K0.29%
Campbell & CO Investment Adviser LLC9,760$527.4K0.05%
Maverick Capital LtdSuperinvestorMaverick Capital9,345$505.0K0.01%
Vontobel Holding Ltd.9,204$497.4K0.00%
Cetera Investment Advisers6,488$350.6K0.00%
Savant Capital, LLC6,261$338.3K0.00%
Y-Intercept (Hong Kong) Ltd5,849$316.1K0.02%
Diametric Capital, LP5,308$286.8K0.16%
Mercer Global Advisors Inc5,025$272.0K0.00%
Alpha Cubed Investments, LLC5,020$271.3K0.01%
Bridgefront Capital, LLC4,768$257.7K0.20%
Aigen Investment Management, LP4,675$252.6K0.06%
CIBC Private Wealth Group, LLC4,725$247.7K0.00%
Marshall Wace, LLP4,500$243.2K0.00%
Brevan Howard Capital Management LP3,935$212.6K0.02%
Palouse Capital Management, Inc.2,704$146.1K0.10%
Cutler Group LP1,351$73.0K0.04%
Annis Gardner Whiting Capital Advisors, LLC531$28.7K0.01%
Investment Research & Advisory Group, Inc.504$27.2K0.01%
Catalyst Funds Management Pty Ltd300$16.2K0.00%
Macroview Investment Management LLC145$7.84K0.01%
Federated Hermes, Inc.140$7.57K0.00%
Chelsea Counsel Co100$5.40K0.00%
Mather Group, LLC.74$4.04K0.00%
Harbor Investment Advisory, LLC39$2.11K0.00%
Rothschild Investment LLC25$1.35K0.00%
Umb Bank N A21$1.14K0.00%
Beacon Capital Management, LLC21$1.14K0.00%

Sold out (35)

Institutions that held Axos Financial, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of AX in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Gator Capital Management, LLC146,680$8.01M
Tudor Investment Corp Et Al124,156$6.78M
Nomura Holdings Inc100,647$5.50M
Parallax Volatility Advisers, L.P.74,316$4.06M
ExodusPoint Capital Management, LP44,297$2.42M
Canada Pension Plan Investment Board42,700$2.33M
Qube Research & Technologies Ltd41,645$2.27M
Assenagon Asset Management S.A.37,217$2.03M
Trexquant Investment LP31,924$1.74M
Balyasny Asset Management LLC27,068$1.48M
Squarepoint Ops LLC22,278$1.22M
Jefferies Financial Group Inc.20,600$1.12M
Wolverine Trading, LLC18,253$996.6K
Bayesian Capital Management, LP17,015$929.0K
HRT Financial LP14,271$779.0K
Captrust Financial Advisors13,750$750.8K
Seven Eight Capital, LP12,628$689.5K
Affinity Investment Advisors, LLC11,562$631.3K
Occudo Quantitative Strategies LP11,484$627.0K
New York Life Investment Management LLC9,353$510.7K
XTX Topco Ltd7,434$405.9K
Concurrent Investment Advisors, LLC7,009$382.7K
Virtu Financial LLC6,967$380.0K
FORA Capital, LLC6,788$370.6K
Massachusetts Financial Services Co4,799$262.0K
Capstone Investment Advisors, LLC4,093$223.5K
Versor Investments LP3,792$207.0K
Point72 Hong Kong Ltd293$16.0K
TD Private Client Wealth LLC202$11.0K
Cullen/Frost Bankers, Inc.136$7.43K
Glassman Wealth Services124$6.77K
West Tower Group, LLC113$6.17K
West Paces Advisors Inc.22$1.20K
Ronald Blue Trust, Inc.17$1.00K
Rosenberg Matthew Hamilton3$164

Not filed for Q1 2024 yet (1)

Institutions that held Axos Financial, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC137,834$7.53M