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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $33 | 0.00% | −28−96.6% | Reduced |
| Tfo-TDC, LLC | 3 | $162 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 9 | $486 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $595 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $703 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 21 | $1.14K | 0.00% | +21 | New |
| Beacon Capital Management, LLC | 21 | $1.14K | 0.00% | +21 | New |
| Principal Securities, Inc. | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $1.35K | 0.00% | +25 | New |
| Creekmur Asset Management LLC | 34 | $1.84K | 0.00% | −34−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $2.11K | 0.00% | +39 | New |
| Farther Finance Advisors, LLC | 41 | $2.15K | 0.00% | −5−10.9% | Reduced |
| Scarborough Advisors, LLC | 50 | $2.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $3.24K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 74 | $4.04K | 0.00% | +74 | New |
| Quadrant Capital Group LLC | 75 | $4.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $4.27K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 80 | $4.32K | 0.00% | +74+1,233.3% | Added |
| IFP Advisors, Inc | 96 | $5.19K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $5.40K | 0.00% | +100 | New |
| Main Street Group, LTD | 111 | $5.82K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 124 | $6.50K | 0.00% | −100−44.6% | Reduced |
| Federated Hermes, Inc. | 140 | $7.57K | 0.00% | +140 | New |
| Macroview Investment Management LLC | 145 | $7.84K | 0.01% | +145 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $8.70K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $9.40K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 192 | $10.4K | 0.00% | +32+20.0% | Added |
| TD Waterhouse Canada Inc. | 182 | $10.5K | 0.00% | +153+527.6% | Added |
| LGT Financial Advisors LLC | 204 | $11.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 265 | $14.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 292 | $15.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 300 | $16.2K | 0.00% | −39−11.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 300 | $16.2K | 0.00% | +300 | New |
| Fifth Third Bancorp | 309 | $16.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $16.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 351 | $19.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 365 | $19.7K | 0.01% | −105−22.3% | Reduced |
| PrairieView Partners, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 412 | $22.3K | 0.00% | +100+32.1% | Added |
| EntryPoint Capital, LLC | 495 | $26.8K | 0.02% | +441+816.7% | Added |
| Investment Research & Advisory Group, Inc. | 504 | $27.2K | 0.01% | +504 | New |
| GAMMA Investing LLC | 519 | $28.0K | 0.01% | −367−41.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 531 | $28.7K | 0.01% | +531 | New |
| Public Employees Retirement System of Ohio | 651 | $35.2K | 0.00% | +12+1.9% | Added |
| STRS Ohio | 700 | $37.0K | 0.00% | −900−56.3% | Reduced |
| Clearstead Advisors, LLC | 680 | $41.5K | 0.00% | −5,346−88.7% | Reduced |
| nVerses Capital, LLC | 800 | $43.2K | 0.10% | – | – |
| FinTrust Capital Advisors, LLC | 815 | $44.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 821 | $44.4K | 0.00% | +11+1.4% | Added |
| Advisors Asset Management, Inc. | 901 | $48.7K | 0.00% | +496+122.5% | Added |
| KBC Group NV | 1,257 | $68.0K | 0.00% | −308−19.7% | Reduced |
| Oakworth Capital, Inc. | 1,305 | $70.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,321 | $71.4K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,351 | $73.0K | 0.04% | +1,351 | New |
| Quarry LP | 1,362 | $73.6K | 0.03% | +531+63.9% | Added |
| Quest Partners LLC | 1,375 | $74.3K | 0.01% | −455−24.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,788 | $96.6K | 0.00% | −3,144−63.7% | Reduced |
| State of Wyoming | 2,011 | $108.7K | 0.02% | +722+56.0% | Added |
| Huntington National Bank | 2,469 | $133.4K | 0.00% | +219+9.7% | Added |
| Covestor Ltd | 2,684 | $145.0K | 0.09% | +781+41.0% | Added |
| Palouse Capital Management, Inc. | 2,704 | $146.1K | 0.10% | +2,704 | New |
| National Bank of Canada | 2,443 | $147.0K | 0.00% | −350−12.5% | Reduced |
| Metropolitan Life Insurance Co | 2,879 | $155.6K | 0.01% | −264−8.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,501 | $189.2K | 0.00% | +739+26.8% | Added |
| Two Sigma Advisers, LP | 3,916 | $211.6K | 0.00% | −4,100−51.1% | Reduced |
| Brevan Howard Capital Management LP | 3,935 | $212.6K | 0.02% | +3,935 | New |
| Crossmark Global Holdings, Inc. | 3,941 | $213.0K | 0.00% | +55+1.4% | Added |
| Raymond James Trust N.A. | 3,958 | $213.9K | 0.01% | +202+5.4% | Added |
| Bourgeon Capital Management LLC | 4,000 | $216.2K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,150 | $224.3K | 0.00% | −54,479−92.9% | Reduced |
| Walleye Capital LLC | 4,200 | $227.0K | 0.00% | −10,971−72.3% | Reduced |
| Mutual Advisors, LLC | 4,356 | $235.4K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 4,363 | $235.8K | 0.03% | −182−4.0% | Reduced |
| Vestcor Inc | 4,405 | $238.0K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,500 | $243.2K | 0.00% | +4,500 | New |
| First Hawaiian Bank | 4,555 | $246.2K | 0.01% | −8,460−65.0% | Reduced |
| CIBC Private Wealth Group, LLC | 4,725 | $247.7K | 0.00% | +4,725 | New |
| Aigen Investment Management, LP | 4,675 | $252.6K | 0.06% | +4,675 | New |
| Choate Investment Advisors | 4,759 | $257.2K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,768 | $257.7K | 0.20% | +4,768 | New |
| Carmel Capital Partners, LLC | 4,801 | $259.4K | 0.11% | 00.0% | Unchanged |
| CWM, LLC | 4,939 | $267.0K | 0.00% | +835+20.3% | Added |
| Bayview Asset Management, LLC | 5,000 | $270.2K | 0.11% | −10,000−66.7% | Reduced |
| Alpha Cubed Investments, LLC | 5,020 | $271.3K | 0.01% | +5,020 | New |
| Mission Creek Capital Partners, Inc. | 5,031 | $271.9K | 0.07% | −2,035−28.8% | Reduced |
| Mercer Global Advisors Inc | 5,025 | $272.0K | 0.00% | +5,025 | New |
| Cetera Trust Company, N.A | 5,265 | $284.5K | 0.17% | −300−5.4% | Reduced |
| Diametric Capital, LP | 5,308 | $286.8K | 0.16% | +5,308 | New |
| The PNC Financial Services Group, Inc. | 5,311 | $287.0K | 0.00% | −7−0.1% | Reduced |
| Lido Advisors, LLC | 5,396 | $291.6K | 0.00% | +518+10.6% | Added |
| Xponance, Inc. | 5,420 | $292.9K | 0.00% | −166−3.0% | Reduced |
| Foundry Partners, LLC | 5,463 | $295.2K | 0.02% | −913−14.3% | Reduced |
| Cim Investment Mangement Inc | 5,465 | $295.3K | 0.09% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 5,576 | $301.0K | 0.11% | −803−12.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,653 | $305.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,783 | $312.6K | 0.00% | −1,107−16.1% | Reduced |
| SG Americas Securities, LLC | 5,800 | $313.0K | 0.00% | +1,142+24.5% | Added |