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; 391 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Axos Financial, Inc. as of Jun 30, 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
- 318
- +11 vs. Q1 2024
- Shares held
- 48.8M
- −87.9K (−0.2%) vs. Q1 2024
- Total value
- $2.79B
- +$148.9M (+5.6%) vs. Q1 2024
- New holders
- 48
- 96 more added
- Sold out
- 37
- 128 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 391 | $4.71B |
| Q1 2026 | 390 | $4.05B |
| Q4 2025 | 382 | $3.96B |
| Q3 2025 | 385 | $3.82B |
| Q2 2025 | 368 | $3.41B |
| Q1 2025 | 355 | $2.96B |
| Q4 2024 | 358 | $3.30B |
| Q3 2024 | 336 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,193,599 | $468.3M | 0.01% | −71,814−0.9% | Reduced |
| Vanguard Group Inc | 5,565,962 | $318.1M | 0.01% | −304,609−5.2% | Reduced |
| State Street Corp | 3,013,711 | $172.2M | 0.01% | −312,906−9.4% | Reduced |
| Dimensional Fund Advisors LP | 2,653,367 | $151.6M | 0.04% | −31,867−1.2% | Reduced |
| American Century Companies Inc | 1,549,748 | $88.6M | 0.05% | +321,494+26.2% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $85.7M | 3.85% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,381,902 | $79.0M | 0.08% | +19,940+1.5% | Added |
| Geode Capital Management, LLC | 1,352,959 | $77.3M | 0.01% | +79,231+6.2% | Added |
| Wasatch Advisors Inc | 861,785 | $49.3M | 0.26% | −178,237−17.1% | Reduced |
| Nuveen Asset Management, LLC | 853,042 | $48.8M | 0.01% | −5,892−0.7% | Reduced |
| FMR LLC | 827,058 | $47.3M | 0.00% | −246,237−22.9% | Reduced |
| Wellington Management Group LLP | 805,804 | $46.1M | 0.01% | +83,158+11.5% | Added |
| Geneva Capital Management LLC | 706,544 | $40.4M | 0.74% | −17,416−2.4% | Reduced |
| Northern Trust Corp | 702,793 | $40.2M | 0.01% | −11,422−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 681,387 | $38.9M | 0.01% | −1,879−0.3% | Reduced |
| Morgan Stanley | 674,294 | $38.5M | 0.00% | −10,253−1.5% | Reduced |
| Jarislowsky, Fraser Ltd | 634,041 | $36.2M | 0.22% | −17,794−2.7% | Reduced |
| Goldman Sachs Group Inc | 626,391 | $35.8M | 0.01% | +298,592+91.1% | Added |
| Ameriprise Financial Inc | 543,708 | $31.1M | 0.01% | −44,661−7.6% | Reduced |
| Bank of New York Mellon Corp | 500,483 | $28.6M | 0.01% | −10,509−2.1% | Reduced |
| Voloridge Investment Management, LLC | 466,417 | $26.7M | 0.10% | +24,639+5.6% | Added |
| Shaker Investments LLC | 460,000 | $26.3M | 11.43% | −6,277−1.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 442,347 | $25.3M | 0.02% | +214,807+94.4% | Added |
| Emerald Advisers, LLC | 442,086 | $25.3M | 1.06% | −15,338−3.4% | Reduced |
| Loomis Sayles & Co L P | 414,334 | $23.7M | 0.03% | −49,581−10.7% | Reduced |
| Bragg Financial Advisors, Inc | 394,650 | $22.6M | 1.01% | +36,122+10.1% | Added |
| Emerald Mutual Fund Advisers Trust | 382,276 | $21.8M | 1.14% | +33,366+9.6% | Added |
| Millennium Management LLC | 367,251 | $21.0M | 0.02% | +190,584+107.9% | Added |
| Two Sigma Investments, LP | 344,795 | $19.7M | 0.05% | +216,575+168.9% | Added |
| D. E. Shaw & Co., Inc. | 339,048 | $19.4M | 0.03% | +25,634+8.2% | Added |
| Rice Hall James & Associates, LLC | 333,887 | $19.1M | 1.14% | −54,369−14.0% | Reduced |
| Stieven Capital Advisors, L.P. | 328,433 | $18.8M | 4.16% | +4,400+1.4% | Added |
| Pembroke Management, LTD | 308,899 | $17.7M | 2.37% | −26,901−8.0% | Reduced |
| Lazard Asset Management LLC | 297,620 | $17.0M | 0.02% | +37,520+14.4% | Added |
| Invesco Ltd. | 290,433 | $16.6M | 0.00% | −6,317−2.1% | Reduced |
| Basswood Capital Management, L.L.C. | 258,937 | $14.8M | 0.96% | −11,135−4.1% | Reduced |
| Principal Financial Group Inc | 250,700 | $14.3M | 0.01% | −12,799−4.9% | Reduced |
| JPMorgan Chase & Co | 249,563 | $14.3M | 0.00% | −36,576−12.8% | Reduced |
| Ategra Capital Management, LLC | 246,237 | $14.1M | 12.06% | −39,046−13.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 239,781 | $13.7M | 0.02% | +31,890+15.3% | Added |
| TCW Group Inc | 216,100 | $12.4M | 0.11% | −74,400−25.6% | Reduced |
| First Eagle Investment Management, LLC | 213,572 | $12.2M | 0.03% | +26,000+13.9% | Added |
| Bank of America Corp | 188,342 | $10.8M | 0.00% | −146,648−43.8% | Reduced |
| Algert Global LLC | 183,352 | $10.5M | 0.35% | +16,448+9.9% | Added |
| Franklin Resources Inc | 174,227 | $9.96M | 0.00% | +152+0.1% | Added |
| M&G Plc | 171,740 | $9.79M | 0.06% | +18,978+12.4% | Added |
| Rhumbline Advisers | 167,534 | $9.57M | 0.01% | +895+0.5% | Added |
| Lord, Abbett & Co. LLC | 157,540 | $9.00M | 0.03% | −6,046−3.7% | Reduced |
| Gator Capital Management, LLC | 157,180 | $8.98M | 4.56% | +157,180 | New |
| Rafferty Asset Management, LLC | 156,663 | $8.95M | 0.03% | −215−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 156,341 | $8.93M | 0.07% | −7,535−4.6% | Reduced |
| Orchard Capital Managment, LLC | 155,519 | $8.89M | 2.68% | −2,021−1.3% | Reduced |
| Prudential Financial Inc | 154,835 | $8.85M | 0.01% | −18,578−10.7% | Reduced |
| Citigroup Inc | 146,479 | $8.37M | 0.01% | −19,215−11.6% | Reduced |
| Legal & General Group Plc | 143,005 | $8.17M | 0.00% | −1,865−1.3% | Reduced |
| State of Wisconsin Investment Board | 141,858 | $8.11M | 0.02% | −9,183−6.1% | Reduced |
| Royce & Associates LP | 128,210 | $7.33M | 0.07% | −11,105−8.0% | Reduced |
| UBS Group AG | 127,288 | $7.27M | 0.00% | +68,583+116.8% | Added |
| Scout Investments, Inc. | 126,023 | $7.20M | 0.19% | −12,036−8.7% | Reduced |
| AQR Capital Management LLC | 121,804 | $6.96M | 0.01% | −55,632−31.4% | Reduced |
| Royal Bank of Canada | 119,510 | $6.83M | 0.00% | +814+0.7% | Added |
| Public Sector Pension Investment Board | 111,569 | $6.38M | 0.04% | +7,766+7.5% | Added |
| Bridgeway Capital Management, LLC | 110,600 | $6.32M | 0.15% | +200+0.2% | Added |
| Barclays PLC | 107,628 | $6.15M | 0.00% | −46,384−30.1% | Reduced |
| Swiss National Bank | 106,300 | $6.08M | 0.00% | −1,900−1.8% | Reduced |
| Segall Bryant & Hamill, LLC | 104,669 | $5.98M | 0.11% | +104,669 | New |
| UBS Asset Management Americas Inc | 101,102 | $5.78M | 0.00% | +53,809+113.8% | Added |
| Victory Capital Management Inc | 100,219 | $5.73M | 0.01% | −63,561−38.8% | Reduced |
| Kestrel Investment Management Corp | 98,450 | $5.63M | 3.73% | 00.0% | Unchanged |
| S&T Bank | 94,248 | $5.39M | 1.37% | −43,810−31.7% | Reduced |
| Ci Investments Inc. | 89,780 | $5.13M | 0.02% | +1,300+1.5% | Added |
| Renaissance Technologies LLC | 88,837 | $5.08M | 0.01% | +88,837 | New |
| Susquehanna International Group, LLP | 87,132 | $4.98M | 0.01% | +50,421+137.3% | Added |
| Raymond James & Associates | 84,806 | $4.85M | 0.00% | −3,495−4.0% | Reduced |
| Thrivent Financial for Lutherans | 80,965 | $4.63M | 0.01% | +32,654+67.6% | Added |
| Jane Street Group, LLC | 79,998 | $4.57M | 0.00% | +68,974+625.7% | Added |
| Capital Fund Management S.A. | 76,664 | $4.38M | 0.05% | +43,820+133.4% | Added |
| Alliancebernstein L.P. | 70,384 | $4.02M | 0.00% | −1,970−2.7% | Reduced |
| First Trust Advisors LP | 70,302 | $4.02M | 0.00% | +13,746+24.3% | Added |
| Trexquant Investment LP | 69,815 | $3.99M | 0.06% | +69,815 | New |
| Kennedy Capital Management, Inc. | 69,574 | $3.98M | 0.08% | −5,055−6.8% | Reduced |
| SEI Investments Co | 65,520 | $3.74M | 0.01% | +16,287+33.1% | Added |
| Two Sigma Advisers, LP | 65,116 | $3.72M | 0.01% | +61,200+1,562.8% | Added |
| Guggenheim Capital LLC | 64,650 | $3.69M | 0.03% | −636−1.0% | Reduced |
| Great West Life Assurance Co | 61,188 | $3.50M | 0.01% | +10,728+21.3% | Added |
| HRT Financial LP | 57,353 | $3.28M | 0.02% | +57,353 | New |
| CCG Wealth Management, LLC | 54,200 | $3.10M | 1.75% | −110.0% | Reduced |
| Edgestream Partners, L.P. | 53,702 | $3.07M | 0.15% | −17,213−24.3% | Reduced |
| Janus Henderson Group PLC | 52,879 | $3.02M | 0.00% | −2,761−5.0% | Reduced |
| California State Teachers Retirement System | 52,785 | $3.02M | 0.00% | −2,046−3.7% | Reduced |
| Gratus Capital LLC | 48,393 | $2.77M | 0.11% | 00.0% | Unchanged |
| Quantbot Technologies LP | 46,789 | $2.67M | 0.13% | +14,365+44.3% | Added |
| National Asset Management, Inc. | 44,392 | $2.54M | 0.06% | −404−0.9% | Reduced |
| Epoch Investment Partners, Inc. | 42,904 | $2.45M | 0.01% | −101,973−70.4% | Reduced |
| New York State Teachers Retirement System | 42,499 | $2.43M | 0.01% | +4,453+11.7% | Added |
| Globeflex Capital L P | 42,191 | $2.41M | 0.25% | 00.0% | Unchanged |
| Connors Investor Services Inc | 41,702 | $2.38M | 0.25% | −1,681−3.9% | Reduced |
| Bank of Montreal | 40,604 | $2.32M | 0.00% | −4,464−9.9% | Reduced |
| Wells Fargo & Company | 40,660 | $2.32M | 0.00% | +5,791+16.6% | Added |
| Axiom Advisory, LLC | 42,588 | $2.32M | 0.03% | +42,588 | New |