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; 387 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 | 387 | $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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 6,488 | $350.6K | 0.00% | +6,488 | New |
| Pictet Asset Management Holding SA | 6,477 | $350.0K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 6,360 | $343.7K | 0.04% | +10+0.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,354 | $343.4K | 0.09% | +4,697+283.5% | Added |
| Savant Capital, LLC | 6,261 | $338.3K | 0.00% | +6,261 | New |
| James Investment Research Inc | 6,174 | $333.6K | 0.04% | +30.0% | Added |
| HSBC Holdings PLC | 6,070 | $328.0K | 0.00% | −26,738−81.5% | Reduced |
| Argent Capital Management LLC | 5,999 | $324.2K | 0.01% | +567+10.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,849 | $316.1K | 0.02% | +5,849 | New |
| Profund Advisors LLC | 5,817 | $314.4K | 0.01% | −750−11.4% | Reduced |
| SG Americas Securities, LLC | 5,800 | $313.0K | 0.00% | +1,142+24.5% | Added |
| Advisor Group Holdings, Inc. | 5,783 | $312.6K | 0.00% | −1,107−16.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,653 | $305.5K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 5,576 | $301.0K | 0.11% | −803−12.6% | Reduced |
| Cim Investment Mangement Inc | 5,465 | $295.3K | 0.09% | 00.0% | Unchanged |
| Foundry Partners, LLC | 5,463 | $295.2K | 0.02% | −913−14.3% | Reduced |
| Xponance, Inc. | 5,420 | $292.9K | 0.00% | −166−3.0% | Reduced |
| Lido Advisors, LLC | 5,396 | $291.6K | 0.00% | +518+10.6% | Added |
| The PNC Financial Services Group, Inc. | 5,311 | $287.0K | 0.00% | −7−0.1% | Reduced |
| Diametric Capital, LP | 5,308 | $286.8K | 0.16% | +5,308 | New |
| Cetera Trust Company, N.A | 5,265 | $284.5K | 0.17% | −300−5.4% | Reduced |
| Mercer Global Advisors Inc | 5,025 | $272.0K | 0.00% | +5,025 | New |
| Mission Creek Capital Partners, Inc. | 5,031 | $271.9K | 0.07% | −2,035−28.8% | Reduced |
| Alpha Cubed Investments, LLC | 5,020 | $271.3K | 0.01% | +5,020 | New |
| Bayview Asset Management, LLC | 5,000 | $270.2K | 0.11% | −10,000−66.7% | Reduced |
| CWM, LLC | 4,939 | $267.0K | 0.00% | +835+20.3% | Added |
| Carmel Capital Partners, LLC | 4,801 | $259.4K | 0.11% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,768 | $257.7K | 0.20% | +4,768 | New |
| Choate Investment Advisors | 4,759 | $257.2K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,675 | $252.6K | 0.06% | +4,675 | New |
| CIBC Private Wealth Group, LLC | 4,725 | $247.7K | 0.00% | +4,725 | New |
| First Hawaiian Bank | 4,555 | $246.2K | 0.01% | −8,460−65.0% | Reduced |
| Marshall Wace, LLP | 4,500 | $243.2K | 0.00% | +4,500 | New |
| Vestcor Inc | 4,405 | $238.0K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 4,363 | $235.8K | 0.03% | −182−4.0% | Reduced |
| Mutual Advisors, LLC | 4,356 | $235.4K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,200 | $227.0K | 0.00% | −10,971−72.3% | Reduced |
| Walleye Trading LLC | 4,150 | $224.3K | 0.00% | −54,479−92.9% | Reduced |
| Bourgeon Capital Management LLC | 4,000 | $216.2K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,958 | $213.9K | 0.01% | +202+5.4% | Added |
| Crossmark Global Holdings, Inc. | 3,941 | $213.0K | 0.00% | +55+1.4% | Added |
| Brevan Howard Capital Management LP | 3,935 | $212.6K | 0.02% | +3,935 | New |
| Two Sigma Advisers, LP | 3,916 | $211.6K | 0.00% | −4,100−51.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,501 | $189.2K | 0.00% | +739+26.8% | Added |
| Metropolitan Life Insurance Co | 2,879 | $155.6K | 0.01% | −264−8.4% | Reduced |
| National Bank of Canada | 2,443 | $147.0K | 0.00% | −350−12.5% | Reduced |
| Palouse Capital Management, Inc. | 2,704 | $146.1K | 0.10% | +2,704 | New |
| Covestor Ltd | 2,684 | $145.0K | 0.09% | +781+41.0% | Added |
| Huntington National Bank | 2,469 | $133.4K | 0.00% | +219+9.7% | Added |
| State of Wyoming | 2,011 | $108.7K | 0.02% | +722+56.0% | Added |
| Tower Research Capital LLC (TRC) | 1,788 | $96.6K | 0.00% | −3,144−63.7% | Reduced |
| Quest Partners LLC | 1,375 | $74.3K | 0.01% | −455−24.9% | Reduced |
| Quarry LP | 1,362 | $73.6K | 0.03% | +531+63.9% | Added |
| Cutler Group LP | 1,351 | $73.0K | 0.04% | +1,351 | New |
| US Bancorp | 1,321 | $71.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,305 | $70.5K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,257 | $68.0K | 0.00% | −308−19.7% | Reduced |
| Advisors Asset Management, Inc. | 901 | $48.7K | 0.00% | +496+122.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 821 | $44.4K | 0.00% | +11+1.4% | Added |
| FinTrust Capital Advisors, LLC | 815 | $44.0K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 800 | $43.2K | 0.10% | – | – |
| Clearstead Advisors, LLC | 680 | $41.5K | 0.00% | −5,346−88.7% | Reduced |
| STRS Ohio | 700 | $37.0K | 0.00% | −900−56.3% | Reduced |
| Public Employees Retirement System of Ohio | 651 | $35.2K | 0.00% | +12+1.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 531 | $28.7K | 0.01% | +531 | New |
| GAMMA Investing LLC | 519 | $28.0K | 0.01% | −367−41.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 504 | $27.2K | 0.01% | +504 | New |
| EntryPoint Capital, LLC | 495 | $26.8K | 0.02% | +441+816.7% | Added |
| Parkside Financial Bank & Trust | 412 | $22.3K | 0.00% | +100+32.1% | Added |
| PrairieView Partners, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 365 | $19.7K | 0.01% | −105−22.3% | Reduced |
| Parallel Advisors, LLC | 351 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $16.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 309 | $16.7K | 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 |
| Armstrong Advisory Group, Inc | 292 | $15.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 265 | $14.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 204 | $11.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 182 | $10.5K | 0.00% | +153+527.6% | Added |
| Signaturefd, LLC | 192 | $10.4K | 0.00% | +32+20.0% | Added |
| SRS Capital Advisors, Inc. | 174 | $9.40K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $8.70K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 145 | $7.84K | 0.01% | +145 | New |
| Federated Hermes, Inc. | 140 | $7.57K | 0.00% | +140 | New |
| Bokf, NA | 124 | $6.50K | 0.00% | −100−44.6% | Reduced |
| Main Street Group, LTD | 111 | $5.82K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $5.40K | 0.00% | +100 | New |
| IFP Advisors, Inc | 96 | $5.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 80 | $4.32K | 0.00% | +74+1,233.3% | Added |
| Lindbrook Capital, LLC | 79 | $4.27K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 75 | $4.05K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 74 | $4.04K | 0.00% | +74 | New |
| JFS Wealth Advisors, LLC | 60 | $3.24K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 50 | $2.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 41 | $2.15K | 0.00% | −5−10.9% | Reduced |
| Harbor Investment Advisory, LLC | 39 | $2.11K | 0.00% | +39 | New |
| Farmers & Merchants Investments Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 34 | $1.84K | 0.00% | −34−50.0% | Reduced |
| Principal Securities, Inc. | 25 | $1.35K | 0.00% | 00.0% | Unchanged |