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 |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 1,040,022 | $56.2M | 0.29% | −28,187−2.6% | Reduced |
| FMR LLC | 1,073,295 | $58.0M | 0.00% | +213,058+24.8% | Added |
| American Century Companies Inc | 1,228,254 | $66.4M | 0.04% | +257,123+26.5% | Added |
| Geode Capital Management, LLC | 1,273,728 | $68.8M | 0.01% | +127,540+11.1% | Added |
| Citadel Advisors LLC | 1,361,962 | $73.6M | 0.07% | −7,301−0.5% | Reduced |
| Davis Asset Management, L.P. | 1,500,000 | $81.1M | 3.55% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,685,234 | $145.1M | 0.04% | −39,097−1.4% | Reduced |
| State Street Corp | 3,326,617 | $179.8M | 0.01% | −175,058−5.0% | Reduced |
| Vanguard Group Inc | 5,870,571 | $317.2M | 0.01% | −63,376−1.1% | Reduced |
| BlackRock Inc. | 8,265,413 | $446.7M | 0.01% | −64,466−0.8% | Reduced |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −146,680−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −124,156−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −100,647−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −74,316−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −44,297−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −42,700−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −41,645−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −37,217−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −31,924−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −27,068−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,278−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −18,253−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −17,015−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,271−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −13,750−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,628−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −11,562−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,484−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −9,353−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,434−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −7,009−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,967−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,788−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −4,799−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,093−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,792−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |