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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 33,900 | $1.83M | 0.06% | +26,400+352.0% | Added |
| Price T Rowe Associates Inc | 33,095 | $1.79M | 0.00% | +1,853+5.9% | Added |
| Capital Fund Management S.A. | 32,844 | $1.77M | 0.02% | −45,557−58.1% | Reduced |
| Quantbot Technologies LP | 32,424 | $1.75M | 0.10% | −23,393−41.9% | Reduced |
| Gsa Capital Partners LLP | 31,440 | $1.70M | 0.13% | +17,288+122.2% | Added |
| National Asset Management, Inc. | 44,796 | $1.70M | 0.05% | +684+1.6% | Added |
| State of Alaska, Department of Revenue | 30,850 | $1.67M | 0.02% | −760−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 30,132 | $1.63M | 0.02% | +2,649+9.6% | Added |
| Manufacturers Life Insurance Company, The | 29,978 | $1.62M | 0.00% | +2,290+8.3% | Added |
| American International Group, Inc. | 29,340 | $1.59M | 0.01% | −695−2.3% | Reduced |
| Toroso Investments, LLC | 28,294 | $1.53M | 0.03% | +2,787+10.9% | Added |
| MetLife Investment Management | 28,170 | $1.52M | 0.01% | −1,201−4.1% | Reduced |
| Cornercap Investment Counsel Inc | 28,111 | $1.52M | 0.23% | 00.0% | Unchanged |
| LPL Financial LLC | 27,270 | $1.47M | 0.00% | +175+0.6% | Added |
| Ensign Peak Advisors, Inc | 26,247 | $1.42M | 0.00% | −1,324−4.8% | Reduced |
| Envestnet Asset Management Inc | 25,861 | $1.40M | 0.00% | +1,389+5.7% | Added |
| Van Hulzen Asset Management, LLC | 25,367 | $1.37M | 0.09% | +1,991+8.5% | Added |
| Louisiana State Employees Retirement System | 25,100 | $1.36M | 0.03% | −600−2.3% | Reduced |
| New York State Common Retirement Fund | 24,678 | $1.33M | 0.00% | +421+1.7% | Added |
| D.A. Davidson & Co. | 24,560 | $1.33M | 0.01% | −704−2.8% | Reduced |
| Semanteon Capital Management, LP | 24,336 | $1.32M | 0.84% | +15,673+180.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 23,210 | $1.25M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 22,901 | $1.24M | 0.01% | −2,544−10.0% | Reduced |
| Simplex Trading, LLC | 22,891 | $1.24M | 0.04% | −66,052−74.3% | Reduced |
| Comerica Bank | 22,545 | $1.22M | 0.01% | −2,566−10.2% | Reduced |
| TD Asset Management Inc | 22,533 | $1.22M | 0.00% | −5,145−18.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,530 | $1.22M | 0.01% | −7,070−23.9% | Reduced |
| State of Tennessee, Treasury Department | 22,302 | $1.21M | 0.00% | −7,790−25.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,232 | $1.20M | 0.01% | −5,488−19.8% | Reduced |
| DekaBank Deutsche Girozentrale | 22,226 | $1.18M | 0.00% | −956−4.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.13M | 0.14% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 20,810 | $1.12M | 0.39% | +94+0.5% | Added |
| Avenir Corp | 20,790 | $1.12M | 0.10% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 20,210 | $1.09M | 0.39% | −49−0.2% | Reduced |
| Summit Global Investments | 19,841 | $1.07M | 0.08% | +19,841 | New |
| Jump Financial, LLC | 19,679 | $1.06M | 0.03% | +19,679 | New |
| Truist Financial Corp | 19,567 | $1.06M | 0.00% | +44+0.2% | Added |
| Ridgewood Investments LLC | 19,038 | $1.03M | 0.55% | −925−4.6% | Reduced |
| Russell Investments Group, Ltd. | 18,447 | $996.9K | 0.00% | +4,957+36.7% | Added |
| Teacher Retirement System of Texas | 18,292 | $989.0K | 0.01% | +2,742+17.6% | Added |
| Voya Investment Management LLC | 17,951 | $970.1K | 0.00% | −4,278−19.2% | Reduced |
| Natixis Advisors, L.P. | 17,700 | $957.0K | 0.00% | +619+3.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,948 | $939.0K | 0.00% | −950−3.7% | Reduced |
| SummerHaven Investment Management, LLC | 17,364 | $938.4K | 0.59% | +179+1.0% | Added |
| Credential Qtrade Securities Inc. | 17,297 | $934.7K | 0.05% | −3,744−17.8% | Reduced |
| State Board of Administration of Florida Retirement System | 25,012 | $923.4K | 0.00% | +8,770+54.0% | Added |
| Group One Trading, L.P. | 16,762 | $905.8K | 0.03% | −4,533−21.3% | Reduced |
| Moore Capital Management, LP | 16,758 | $905.6K | 0.02% | +16,758 | New |
| Caxton Associates LP | 16,575 | $895.7K | 0.06% | +16,575 | New |
| Maryland State Retirement & Pension System | 18,248 | $893.4K | 0.02% | −426−2.3% | Reduced |
| Danske Bank A/S | 16,417 | $887.2K | 0.00% | +16,417 | New |
| GTS Securities LLC | 16,385 | $885.4K | 0.02% | +12,114+283.6% | Added |
| Teachers Retirement System of the State of Kentucky | 16,374 | $884.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 16,279 | $880.0K | 0.01% | −4,106−20.1% | Reduced |
| Exchange Traded Concepts, LLC | 16,025 | $866.0K | 0.02% | +16,025 | New |
| Arizona State Retirement System | 15,073 | $814.5K | 0.01% | −613−3.9% | Reduced |
| Capula Management Ltd | 14,977 | $809.4K | 0.03% | +14,977 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,100 | $761.8K | 0.06% | +14,100 | New |
| Oregon Public Employees Retirement Fund | 13,543 | $731.9K | 0.01% | −1,500−10.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,064 | $706.0K | 0.01% | +13,064 | New |
| Verition Fund Management LLC | 12,775 | $690.4K | 0.01% | +1,100+9.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,530 | $677.1K | 0.00% | −1,419−10.2% | Reduced |
| Hancock Whitney Corp | 12,461 | $673.4K | 0.02% | +8,488+213.6% | Added |
| Martingale Asset Management L P | 11,900 | $643.1K | 0.01% | −3,508−22.8% | Reduced |
| Nisa Investment Advisors, LLC | 11,561 | $624.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 11,430 | $617.7K | 0.08% | +11,430 | New |
| Jaffetilchin Investment Partners, LLC | 11,198 | $605.1K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,024 | $595.7K | 0.00% | −72,810−86.9% | Reduced |
| ProShare Advisors LLC | 10,948 | $591.6K | 0.00% | +612+5.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,936 | $591.0K | 0.00% | −152−1.4% | Reduced |
| Great Lakes Advisors, LLC | 10,467 | $565.6K | 0.00% | +136+1.3% | Added |
| Prelude Capital Management, LLC | 10,435 | $563.9K | 0.04% | +6,559+169.2% | Added |
| Duality Advisers, LP | 10,434 | $563.9K | 0.06% | −5,076−32.7% | Reduced |
| Point72 Asset Management, L.P. | 10,249 | $553.9K | 0.00% | +5,525+117.0% | Added |
| ARGA Investment Management, LP | 10,140 | $548.0K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,030 | $542.0K | 0.01% | +2,783+38.4% | Added |
| Handelsbanken Fonder AB | 9,995 | $540.0K | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 9,898 | $534.9K | 0.08% | +9,898 | New |
| Alpha DNA Investment Management LLC | 9,818 | $530.6K | 0.29% | +9,818 | New |
| Campbell & CO Investment Adviser LLC | 9,760 | $527.4K | 0.05% | +9,760 | New |
| Centiva Capital, LP | 9,597 | $518.6K | 0.03% | −13,539−58.5% | Reduced |
| Cerity Partners LLC | 9,489 | $512.8K | 0.00% | +4,734+99.6% | Added |
| PDT Partners, LLC | 9,450 | $510.7K | 0.05% | −15−0.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,345 | $505.0K | 0.01% | +9,345 | New |
| Vontobel Holding Ltd. | 9,204 | $497.4K | 0.00% | +9,204 | New |
| Pinnacle Associates Ltd | 9,100 | $491.8K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 8,924 | $482.3K | 0.32% | +5,048+130.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,880 | $479.9K | 0.00% | −1,549−14.9% | Reduced |
| Mutual of America Capital Management LLC | 8,724 | $471.4K | 0.01% | −269−3.0% | Reduced |
| Everence Capital Management Inc | 8,590 | $464.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,117 | $442.0K | 0.00% | +3,967+95.6% | Added |
| Quantinno Capital Management LP | 7,971 | $431.0K | 0.01% | +192+2.5% | Added |
| Amundi | 8,740 | $430.1K | 0.00% | +1,885+27.5% | Added |
| Advantage Alpha Capital Partners LP | 7,646 | $413.2K | 0.08% | −2,541−24.9% | Reduced |
| Commonwealth Equity Services, LLC | 7,500 | $405.0K | 0.00% | −98−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,253 | $392.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,096 | $383.5K | 0.00% | +403+6.0% | Added |
| Corton Capital Inc. | 6,992 | $377.8K | 0.14% | +1,651+30.9% | Added |
| Alps Advisors Inc | 6,852 | $370.3K | 0.00% | −542−7.3% | Reduced |
| Jones Financial Companies LLLP | 6,580 | $355.6K | 0.00% | +4,161+172.0% | Added |