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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 29,340 | $1.59M | 0.01% | −695−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 29,978 | $1.62M | 0.00% | +2,290+8.3% | Added |
| Illinois Municipal Retirement Fund | 30,132 | $1.63M | 0.02% | +2,649+9.6% | Added |
| State of Alaska, Department of Revenue | 30,850 | $1.67M | 0.02% | −760−2.4% | Reduced |
| National Asset Management, Inc. | 44,796 | $1.70M | 0.05% | +684+1.6% | Added |
| Gsa Capital Partners LLP | 31,440 | $1.70M | 0.13% | +17,288+122.2% | Added |
| Quantbot Technologies LP | 32,424 | $1.75M | 0.10% | −23,393−41.9% | Reduced |
| Capital Fund Management S.A. | 32,844 | $1.77M | 0.02% | −45,557−58.1% | Reduced |
| Price T Rowe Associates Inc | 33,095 | $1.79M | 0.00% | +1,853+5.9% | Added |
| Aquatic Capital Management LLC | 33,900 | $1.83M | 0.06% | +26,400+352.0% | Added |
| Deutsche Bank AG | 34,297 | $1.85M | 0.00% | −10,418−23.3% | Reduced |
| Wells Fargo & Company | 34,869 | $1.88M | 0.00% | +15,027+75.7% | Added |
| Formula Growth Ltd | 35,624 | $1.93M | 0.62% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 36,711 | $1.98M | 0.00% | −25,267−40.8% | Reduced |
| New York State Teachers Retirement System | 38,046 | $2.06M | 0.00% | −100−0.3% | Reduced |
| Quantedge Capital Pte Ltd | 40,800 | $2.20M | 0.93% | +40,800 | New |
| Globeflex Capital L P | 42,191 | $2.28M | 0.22% | +42,191 | New |
| Connors Investor Services Inc | 43,383 | $2.34M | 0.25% | −3,062−6.6% | Reduced |
| Texas Permanent School Fund | 44,320 | $2.40M | 0.02% | −66−0.1% | Reduced |
| Bank of Montreal | 45,068 | $2.45M | 0.00% | −7,894−14.9% | Reduced |
| BNP Paribas Arbitrage, SA | 45,960 | $2.48M | 0.00% | +12,560+37.6% | Added |
| UBS Asset Management Americas Inc | 47,293 | $2.56M | 0.00% | −2,262−4.6% | Reduced |
| Thrivent Financial for Lutherans | 48,311 | $2.61M | 0.01% | −25,494−34.5% | Reduced |
| Gratus Capital LLC | 48,393 | $2.62M | 0.12% | −200−0.4% | Reduced |
| Redwood Investments, LLC | 49,645 | $2.64M | 0.77% | −24,577−33.1% | Reduced |
| SEI Investments Co | 49,233 | $2.66M | 0.00% | +4,370+9.7% | Added |
| Great West Life Assurance Co | 50,460 | $2.73M | 0.01% | +8,322+19.7% | Added |
| EJF Capital LLC | 52,393 | $2.83M | 1.97% | −43,651−45.4% | Reduced |
| CCG Wealth Management, LLC | 54,211 | $2.93M | 1.77% | +44,200+441.5% | Added |
| California State Teachers Retirement System | 54,831 | $2.96M | 0.00% | −4,313−7.3% | Reduced |
| Janus Henderson Group PLC | 55,640 | $3.01M | 0.00% | +31,464+130.1% | Added |
| First Trust Advisors LP | 56,556 | $3.06M | 0.00% | −14,074−19.9% | Reduced |
| UBS Group AG | 58,705 | $3.17M | 0.00% | −7,519−11.4% | Reduced |
| Credit Suisse AG | 60,333 | $3.26M | 0.00% | −1,419−2.3% | Reduced |
| Guggenheim Capital LLC | 65,286 | $3.53M | 0.03% | −7,326−10.1% | Reduced |
| Edgestream Partners, L.P. | 70,915 | $3.83M | 0.19% | +32,098+82.7% | Added |
| Alliancebernstein L.P. | 72,354 | $3.91M | 0.00% | −5,746−7.4% | Reduced |
| Kennedy Capital Management, Inc. | 74,629 | $4.03M | 0.08% | −36,851−33.1% | Reduced |
| Raymond James & Associates | 88,301 | $4.77M | 0.00% | +6,362+7.8% | Added |
| Ci Investments Inc. | 88,480 | $4.78M | 0.02% | +6,700+8.2% | Added |
| Kestrel Investment Management Corp | 98,450 | $5.32M | 3.55% | −800−0.8% | Reduced |
| Public Sector Pension Investment Board | 103,803 | $5.61M | 0.04% | −2,820−2.6% | Reduced |
| Swiss National Bank | 108,200 | $5.85M | 0.00% | −2,300−2.1% | Reduced |
| Bridgeway Capital Management, LLC | 110,400 | $5.97M | 0.12% | 00.0% | Unchanged |
| Royal Bank of Canada | 118,696 | $6.42M | 0.00% | −17,444−12.8% | Reduced |
| Two Sigma Investments, LP | 128,220 | $6.93M | 0.02% | +83,175+184.6% | Added |
| Eagle Asset Management Inc | 134,895 | $7.07M | 0.04% | −1,933−1.4% | Reduced |
| Scout Investments, Inc. | 138,059 | $7.24M | 0.18% | −8,790−6.0% | Reduced |
| S&T Bank | 138,058 | $7.46M | 1.43% | −17,085−11.0% | Reduced |
| Royce & Associates LP | 139,315 | $7.53M | 0.07% | +4,672+3.5% | Added |
| Cubist Systematic Strategies, LLC | 144,152 | $7.79M | 0.09% | −225,607−61.0% | Reduced |
| Legal & General Group Plc | 144,870 | $7.83M | 0.00% | −1,454−1.0% | Reduced |
| Epoch Investment Partners, Inc. | 144,877 | $7.83M | 0.03% | +144,877 | New |
| State of Wisconsin Investment Board | 151,041 | $8.16M | 0.02% | −10,131−6.3% | Reduced |
| M&G Plc | 152,762 | $8.25M | 0.05% | +152,762 | New |
| Barclays PLC | 154,012 | $8.32M | 0.00% | −149,600−49.3% | Reduced |
| Rafferty Asset Management, LLC | 156,878 | $8.48M | 0.03% | −5,926−3.6% | Reduced |
| Orchard Capital Managment, LLC | 157,540 | $8.51M | 2.50% | −155,773−49.7% | Reduced |
| Lord, Abbett & Co. LLC | 163,586 | $8.84M | 0.03% | −24,767−13.1% | Reduced |
| Victory Capital Management Inc | 163,780 | $8.85M | 0.01% | −3,112−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 163,876 | $8.86M | 0.06% | −1,230−0.7% | Reduced |
| Citigroup Inc | 165,694 | $8.95M | 0.01% | −23,015−12.2% | Reduced |
| Rhumbline Advisers | 166,639 | $9.01M | 0.01% | −2,512−1.5% | Reduced |
| Algert Global LLC | 166,904 | $9.02M | 0.35% | +87,323+109.7% | Added |
| Prudential Financial Inc | 173,413 | $9.37M | 0.01% | +24,161+16.2% | Added |
| Franklin Resources Inc | 174,075 | $9.41M | 0.00% | +146,709+536.1% | Added |
| Millennium Management LLC | 176,667 | $9.55M | 0.01% | −226,210−56.1% | Reduced |
| AQR Capital Management LLC | 177,436 | $9.59M | 0.02% | +143,935+429.6% | Added |
| First Eagle Investment Management, LLC | 187,572 | $10.1M | 0.02% | +12,650+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 207,891 | $11.2M | 0.02% | +102,205+96.7% | Added |
| Arrowstreet Capital, Limited Partnership | 227,540 | $12.3M | 0.01% | +40,127+21.4% | Added |
| Lazard Asset Management LLC | 260,100 | $14.1M | 0.02% | +14,953+6.1% | Added |
| Principal Financial Group Inc | 263,499 | $14.2M | 0.01% | −4,737−1.8% | Reduced |
| Basswood Capital Management, L.L.C. | 270,072 | $14.6M | 0.85% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 285,283 | $15.4M | 7.08% | −187−0.1% | Reduced |
| JPMorgan Chase & Co | 286,139 | $15.5M | 0.00% | +174,620+156.6% | Added |
| TCW Group Inc | 290,500 | $15.7M | 0.16% | 00.0% | Unchanged |
| Invesco Ltd. | 296,750 | $16.0M | 0.00% | +19,704+7.1% | Added |
| Norges Bank | 308,611 | $16.7M | 0.00% | −86,497−21.9% | Reduced |
| D. E. Shaw & Co., Inc. | 313,414 | $16.9M | 0.02% | −32,683−9.4% | Reduced |
| Stieven Capital Advisors, L.P. | 324,033 | $17.5M | 3.64% | +41,400+14.6% | Added |
| Goldman Sachs Group Inc | 327,799 | $17.7M | 0.00% | −467,582−58.8% | Reduced |
| Bank of America Corp | 334,990 | $18.1M | 0.00% | +78,726+30.7% | Added |
| Pembroke Management, LTD | 335,800 | $18.1M | 2.14% | −11,147−3.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 348,910 | $18.9M | 0.98% | +49,625+16.6% | Added |
| Bragg Financial Advisors, Inc | 358,528 | $19.4M | 0.87% | +1,340+0.4% | Added |
| Rice Hall James & Associates, LLC | 388,256 | $21.0M | 1.20% | −69,436−15.2% | Reduced |
| Voloridge Investment Management, LLC | 441,778 | $23.9M | 0.09% | +64,080+17.0% | Added |
| Emerald Advisers, LLC | 457,424 | $24.7M | 0.99% | +100,899+28.3% | Added |
| Loomis Sayles & Co L P | 463,915 | $25.1M | 0.04% | +46,774+11.2% | Added |
| Shaker Investments LLC | 466,277 | $25.2M | 10.67% | −1,255−0.3% | Reduced |
| Bank of New York Mellon Corp | 510,992 | $27.6M | 0.01% | −28,613−5.3% | Reduced |
| Ameriprise Financial Inc | 588,369 | $31.8M | 0.01% | −31,511−5.1% | Reduced |
| Jarislowsky, Fraser Ltd | 651,835 | $35.2M | 0.20% | −173,832−21.1% | Reduced |
| Charles Schwab Investment Management Inc | 683,266 | $36.9M | 0.01% | +69,875+11.4% | Added |
| Morgan Stanley | 684,547 | $37.0M | 0.00% | −79,479−10.4% | Reduced |
| Northern Trust Corp | 714,215 | $38.6M | 0.01% | −54,967−7.1% | Reduced |
| Wellington Management Group LLP | 722,646 | $39.1M | 0.01% | +507,696+236.2% | Added |
| Geneva Capital Management LLC | 723,960 | $39.1M | 0.69% | −4,183−0.6% | Reduced |
| Nuveen Asset Management, LLC | 858,934 | $46.4M | 0.01% | +2,682+0.3% | Added |