Axos Financial, Inc.

Exchange: NYSE
Industry: Savings Institution, Federally Chartered
SEC CIK: 0001299709

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding Axos Financial, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of AX: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	310	3	318	+11
Shares	48.9M	79.0K	48.8M	−87.9K (−0.2%)
Value	$2.64B	$4.27M	$2.79B	+$148.9M (+5.6%)

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Axos Financial, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to AX in Q2 2024
Institution	Shares	Value	% of portfolio
Gator Capital Management, LLC	157,180	$8.98M	4.56%
Segall Bryant & Hamill, LLC	104,669	$5.98M	0.11%
Renaissance Technologies LLC	88,837	$5.08M	0.01%
Trexquant Investment LP	69,815	$3.99M	0.06%
HRT Financial LP	57,353	$3.28M	0.02%
Axiom Advisory, LLC	42,588	$2.32M	0.03%
State of New Jersey Common Pension Fund D	34,829	$1.99M	0.01%
Tudor Investment Corp Et Al	32,554	$1.86M	0.02%
Squarepoint Ops LLC	32,183	$1.84M	0.01%
Corebridge Financial, Inc.	31,533	$1.80M	0.01%
Mirae Asset Global ETFs Holdings Ltd.	27,659	$1.58M	0.00%
Heartland Advisors Inc	25,539	$1.46M	0.08%
Graham Capital Management, L.P.	22,845	$1.31M	0.05%
Two Sigma Securities, LLC	22,582	$1.29M	0.06%
AXS Investments LLC	19,053	$1.09M	0.30%
Bayesian Capital Management, LP	18,405	$1.05M	0.12%
Aviso Financial Inc.	16,163	$924.4K	0.05%
Intech Investment Management LLC	15,767	$901.1K	0.01%
Keel Point, LLC	13,298	$833.9K	0.08%
Engineers Gate Manager LP	10,995	$628.4K	0.01%
Sanctuary Advisors, LLC	10,379	$550.6K	0.00%
Versor Investments LP	8,800	$502.9K	0.09%
Premier Fund Managers Ltd	8,721	$481.0K	0.02%
Avantax Advisory Services, Inc.	7,112	$406.5K	0.00%
XTX Topco Ltd	6,188	$353.6K	0.03%
Mariner, LLC	4,744	$271.1K	0.00%
Atria Wealth Solutions, Inc.	4,653	$265.9K	0.00%
Connor, Clark & Lunn Investment Management Ltd.	4,562	$260.7K	0.00%
Pathstone Holdings, LLC	3,743	$213.9K	0.00%
Earnest Partners LLC	3,600	$205.7K	0.00%
Mackenzie Financial Corp	3,525	$201.5K	0.00%
Ashton Thomas Private Wealth, LLC	3,144	$179.7K	0.01%
Picton Mahoney Asset Management	2,894	$166.0K	0.01%
Qube Research & Technologies Ltd	2,217	$126.7K	0.00%
C M Bidwell & Associates Ltd	1,030	$58.9K	0.04%
1620 Investment Advisors, Inc.	855	$48.9K	0.04%
Hollencrest Capital Management	431	$24.6K	0.00%
Redwood Wealth Management Group, LLC	189	$10.8K	0.01%
Smartleaf Asset Management LLC	162	$8.94K	0.00%
Tucker Asset Management LLC	81	$4.63K	0.00%
Financial Network Wealth Advisors LLC	80	$4.57K	0.00%
EverSource Wealth Advisors, LLC	42	$3.07K	0.00%
CoreCap Advisors, LLC	51	$2.92K	0.00%
Sachetta, LLC	28	$2.21K	0.00%
Ronald Blue Trust, Inc.	32	$1.73K	0.00%
Larson Financial Group LLC	7	$400	0.00%
Northwestern Mutual Wealth Management Co	5	$286	0.00%
Innealta Capital, LLC	2	$114	0.00%

Sold out (37)

Institutions that held Axos Financial, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of AX in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Norges Bank	308,611	$16.7M
Eagle Asset Management Inc	134,895	$7.07M
Texas Permanent School Fund	44,320	$2.40M
Gsa Capital Partners LLP	31,440	$1.70M
American International Group, Inc.	29,340	$1.59M
Semanteon Capital Management, LP	24,336	$1.32M
Simplex Trading, LLC	22,891	$1.24M
TD Asset Management Inc	22,533	$1.22M
Mirae Asset Global Investments Co., Ltd.	24,948	$939.0K
Group One Trading, L.P.	16,762	$905.8K
Moore Capital Management, LP	16,758	$905.6K
Capula Management Ltd	14,977	$809.4K
Martingale Asset Management L P	11,900	$643.1K
Toth Financial Advisory Corp	11,430	$617.7K
Duality Advisers, LP	10,434	$563.9K
ARGA Investment Management, LP	10,140	$548.0K
Alpha DNA Investment Management LLC	9,818	$530.6K
Campbell & CO Investment Adviser LLC	9,760	$527.4K
PDT Partners, LLC	9,450	$510.7K
Amundi	8,740	$430.1K
Corton Capital Inc.	6,992	$377.8K
Y-Intercept (Hong Kong) Ltd	5,849	$316.1K
Diametric Capital, LP	5,308	$286.8K
Bridgefront Capital, LLC	4,768	$257.7K
Aigen Investment Management, LP	4,675	$252.6K
First Hawaiian Bank	4,555	$246.2K
Marshall Wace, LLP	4,500	$243.2K
Walleye Trading LLC	4,150	$224.3K
Raymond James Trust N.A.	3,958	$213.9K
Metropolitan Life Insurance Co	2,879	$155.6K
EntryPoint Capital, LLC	495	$26.8K
Macroview Investment Management LLC	145	$7.84K
Harbor Investment Advisory, LLC	39	$2.11K
SYSTM Wealth Solutions LLC	19	$1.03K
GWM Advisors LLC	9	$486
Tfo-TDC, LLC	3	$162
Sofos Investments, Inc.	1	$33

Not filed for Q2 2024 yet (3)

Institutions that held Axos Financial, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	60,333	$3.26M
Credential Qtrade Securities Inc.	17,297	$934.7K
Cutler Group LP	1,351	$73.0K