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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 5,817 | $314.4K | 0.01% | −750−11.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,849 | $316.1K | 0.02% | +5,849 | New |
| Argent Capital Management LLC | 5,999 | $324.2K | 0.01% | +567+10.4% | Added |
| HSBC Holdings PLC | 6,070 | $328.0K | 0.00% | −26,738−81.5% | Reduced |
| James Investment Research Inc | 6,174 | $333.6K | 0.04% | +30.0% | Added |
| Savant Capital, LLC | 6,261 | $338.3K | 0.00% | +6,261 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 6,354 | $343.4K | 0.09% | +4,697+283.5% | Added |
| Waterloo Capital, L.P. | 6,360 | $343.7K | 0.04% | +10+0.2% | Added |
| Pictet Asset Management Holding SA | 6,477 | $350.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,488 | $350.6K | 0.00% | +6,488 | New |
| Jones Financial Companies LLLP | 6,580 | $355.6K | 0.00% | +4,161+172.0% | Added |
| Alps Advisors Inc | 6,852 | $370.3K | 0.00% | −542−7.3% | Reduced |
| Corton Capital Inc. | 6,992 | $377.8K | 0.14% | +1,651+30.9% | Added |
| Stifel Financial Corp | 7,096 | $383.5K | 0.00% | +403+6.0% | Added |
| Public Employees Retirement Association of Colorado | 7,253 | $392.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,500 | $405.0K | 0.00% | −98−1.3% | Reduced |
| Advantage Alpha Capital Partners LP | 7,646 | $413.2K | 0.08% | −2,541−24.9% | Reduced |
| Amundi | 8,740 | $430.1K | 0.00% | +1,885+27.5% | Added |
| Quantinno Capital Management LP | 7,971 | $431.0K | 0.01% | +192+2.5% | Added |
| HighTower Advisors, LLC | 8,117 | $442.0K | 0.00% | +3,967+95.6% | Added |
| Everence Capital Management Inc | 8,590 | $464.0K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,724 | $471.4K | 0.01% | −269−3.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,880 | $479.9K | 0.00% | −1,549−14.9% | Reduced |
| Keebeck Alpha, LP | 8,924 | $482.3K | 0.32% | +5,048+130.2% | Added |
| Pinnacle Associates Ltd | 9,100 | $491.8K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 9,204 | $497.4K | 0.00% | +9,204 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,345 | $505.0K | 0.01% | +9,345 | New |
| PDT Partners, LLC | 9,450 | $510.7K | 0.05% | −15−0.2% | Reduced |
| Cerity Partners LLC | 9,489 | $512.8K | 0.00% | +4,734+99.6% | Added |
| Centiva Capital, LP | 9,597 | $518.6K | 0.03% | −13,539−58.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,760 | $527.4K | 0.05% | +9,760 | New |
| Alpha DNA Investment Management LLC | 9,818 | $530.6K | 0.29% | +9,818 | New |
| Pearl River Capital, LLC | 9,898 | $534.9K | 0.08% | +9,898 | New |
| Handelsbanken Fonder AB | 9,995 | $540.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,030 | $542.0K | 0.01% | +2,783+38.4% | Added |
| ARGA Investment Management, LP | 10,140 | $548.0K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 10,249 | $553.9K | 0.00% | +5,525+117.0% | Added |
| Duality Advisers, LP | 10,434 | $563.9K | 0.06% | −5,076−32.7% | Reduced |
| Prelude Capital Management, LLC | 10,435 | $563.9K | 0.04% | +6,559+169.2% | Added |
| Great Lakes Advisors, LLC | 10,467 | $565.6K | 0.00% | +136+1.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,936 | $591.0K | 0.00% | −152−1.4% | Reduced |
| ProShare Advisors LLC | 10,948 | $591.6K | 0.00% | +612+5.9% | Added |
| Jane Street Group, LLC | 11,024 | $595.7K | 0.00% | −72,810−86.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,198 | $605.1K | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 11,430 | $617.7K | 0.08% | +11,430 | New |
| Nisa Investment Advisors, LLC | 11,561 | $624.8K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 11,900 | $643.1K | 0.01% | −3,508−22.8% | Reduced |
| Hancock Whitney Corp | 12,461 | $673.4K | 0.02% | +8,488+213.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,530 | $677.1K | 0.00% | −1,419−10.2% | Reduced |
| Verition Fund Management LLC | 12,775 | $690.4K | 0.01% | +1,100+9.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 13,064 | $706.0K | 0.01% | +13,064 | New |
| Oregon Public Employees Retirement Fund | 13,543 | $731.9K | 0.01% | −1,500−10.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,100 | $761.8K | 0.06% | +14,100 | New |
| Capula Management Ltd | 14,977 | $809.4K | 0.03% | +14,977 | New |
| Arizona State Retirement System | 15,073 | $814.5K | 0.01% | −613−3.9% | Reduced |
| Exchange Traded Concepts, LLC | 16,025 | $866.0K | 0.02% | +16,025 | New |
| Amalgamated Bank | 16,279 | $880.0K | 0.01% | −4,106−20.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,374 | $884.0K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 16,385 | $885.4K | 0.02% | +12,114+283.6% | Added |
| Danske Bank A/S | 16,417 | $887.2K | 0.00% | +16,417 | New |
| Maryland State Retirement & Pension System | 18,248 | $893.4K | 0.02% | −426−2.3% | Reduced |
| Caxton Associates LP | 16,575 | $895.7K | 0.06% | +16,575 | New |
| Moore Capital Management, LP | 16,758 | $905.6K | 0.02% | +16,758 | New |
| Group One Trading, L.P. | 16,762 | $905.8K | 0.03% | −4,533−21.3% | Reduced |
| State Board of Administration of Florida Retirement System | 25,012 | $923.4K | 0.00% | +8,770+54.0% | Added |
| Credential Qtrade Securities Inc. | 17,297 | $934.7K | 0.05% | −3,744−17.8% | Reduced |
| SummerHaven Investment Management, LLC | 17,364 | $938.4K | 0.59% | +179+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,948 | $939.0K | 0.00% | −950−3.7% | Reduced |
| Natixis Advisors, L.P. | 17,700 | $957.0K | 0.00% | +619+3.6% | Added |
| Voya Investment Management LLC | 17,951 | $970.1K | 0.00% | −4,278−19.2% | Reduced |
| Teacher Retirement System of Texas | 18,292 | $989.0K | 0.01% | +2,742+17.6% | Added |
| Russell Investments Group, Ltd. | 18,447 | $996.9K | 0.00% | +4,957+36.7% | Added |
| Ridgewood Investments LLC | 19,038 | $1.03M | 0.55% | −925−4.6% | Reduced |
| Truist Financial Corp | 19,567 | $1.06M | 0.00% | +44+0.2% | Added |
| Jump Financial, LLC | 19,679 | $1.06M | 0.03% | +19,679 | New |
| Summit Global Investments | 19,841 | $1.07M | 0.08% | +19,841 | New |
| Jackson Creek Investment Advisors LLC | 20,210 | $1.09M | 0.39% | −49−0.2% | Reduced |
| Avenir Corp | 20,790 | $1.12M | 0.10% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 20,810 | $1.12M | 0.39% | +94+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.13M | 0.14% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 22,226 | $1.18M | 0.00% | −956−4.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,232 | $1.20M | 0.01% | −5,488−19.8% | Reduced |
| State of Tennessee, Treasury Department | 22,302 | $1.21M | 0.00% | −7,790−25.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,530 | $1.22M | 0.01% | −7,070−23.9% | Reduced |
| TD Asset Management Inc | 22,533 | $1.22M | 0.00% | −5,145−18.6% | Reduced |
| Comerica Bank | 22,545 | $1.22M | 0.01% | −2,566−10.2% | Reduced |
| Simplex Trading, LLC | 22,891 | $1.24M | 0.04% | −66,052−74.3% | Reduced |
| Yousif Capital Management, LLC | 22,901 | $1.24M | 0.01% | −2,544−10.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,210 | $1.25M | 0.01% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 24,336 | $1.32M | 0.84% | +15,673+180.9% | Added |
| D.A. Davidson & Co. | 24,560 | $1.33M | 0.01% | −704−2.8% | Reduced |
| New York State Common Retirement Fund | 24,678 | $1.33M | 0.00% | +421+1.7% | Added |
| Louisiana State Employees Retirement System | 25,100 | $1.36M | 0.03% | −600−2.3% | Reduced |
| Van Hulzen Asset Management, LLC | 25,367 | $1.37M | 0.09% | +1,991+8.5% | Added |
| Envestnet Asset Management Inc | 25,861 | $1.40M | 0.00% | +1,389+5.7% | Added |
| Ensign Peak Advisors, Inc | 26,247 | $1.42M | 0.00% | −1,324−4.8% | Reduced |
| LPL Financial LLC | 27,270 | $1.47M | 0.00% | +175+0.6% | Added |
| Cornercap Investment Counsel Inc | 28,111 | $1.52M | 0.23% | 00.0% | Unchanged |
| MetLife Investment Management | 28,170 | $1.52M | 0.01% | −1,201−4.1% | Reduced |
| Toroso Investments, LLC | 28,294 | $1.53M | 0.03% | +2,787+10.9% | Added |