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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 2 | $114 | 0.00% | +2 | New |
| Northwestern Mutual Wealth Management Co | 5 | $286 | 0.00% | +5 | New |
| Larson Financial Group LLC | 7 | $400 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 13 | $743 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $743 | 0.00% | +2+18.2% | Added |
| Beacon Capital Management, LLC | 21 | $1.20K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 25 | $1.43K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $1.43K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 32 | $1.73K | 0.00% | +32 | New |
| Creekmur Asset Management LLC | 34 | $1.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $2.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $2.21K | 0.00% | +28 | New |
| Scarborough Advisors, LLC | 50 | $2.86K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $2.87K | 0.00% | −61−55.0% | Reduced |
| CoreCap Advisors, LLC | 51 | $2.92K | 0.00% | +51 | New |
| EverSource Wealth Advisors, LLC | 42 | $3.07K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 60 | $3.43K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 63 | $3.60K | 0.00% | +42+200.0% | Added |
| TD Waterhouse Canada Inc. | 65 | $3.75K | 0.00% | −117−64.3% | Reduced |
| Farther Finance Advisors, LLC | 66 | $3.79K | 0.00% | +25+61.0% | Added |
| Mather Group, LLC. | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 78 | $4.46K | 0.00% | −2−2.5% | Reduced |
| Lindbrook Capital, LLC | 79 | $4.51K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 80 | $4.57K | 0.00% | +80 | New |
| Tucker Asset Management LLC | 81 | $4.63K | 0.00% | +81 | New |
| IFP Advisors, Inc | 96 | $5.49K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 110 | $6.29K | 0.00% | −255−69.9% | Reduced |
| Bokf, NA | 124 | $7.09K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 162 | $8.94K | 0.00% | +162 | New |
| First Horizon Advisors, Inc. | 159 | $9.09K | 0.00% | −141−47.0% | Reduced |
| Signaturefd, LLC | 160 | $9.14K | 0.00% | −32−16.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $9.20K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 189 | $10.8K | 0.01% | +189 | New |
| LGT Financial Advisors LLC | 204 | $11.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 240 | $13.7K | 0.00% | −25−9.4% | Reduced |
| US Bancorp | 242 | $13.8K | 0.00% | −1,079−81.7% | Reduced |
| Armstrong Advisory Group, Inc | 292 | $16.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 308 | $17.6K | 0.00% | +134+77.0% | Added |
| Nomura Asset Management Co Ltd | 310 | $17.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 350 | $20.0K | 0.00% | +41+13.3% | Added |
| Parallel Advisors, LLC | 364 | $20.8K | 0.00% | +13+3.7% | Added |
| PrairieView Partners, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 412 | $23.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 431 | $24.6K | 0.00% | +431 | New |
| Quadrant Capital Group LLC | 471 | $26.9K | 0.00% | +396+528.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 473 | $27.0K | 0.01% | −58−10.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 504 | $28.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 632 | $36.1K | 0.00% | −19−2.9% | Reduced |
| GAMMA Investing LLC | 674 | $38.5K | 0.01% | +155+29.9% | Added |
| Clearstead Advisors, LLC | 694 | $39.7K | 0.00% | +14+2.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 810 | $46.3K | 0.00% | −11−1.3% | Reduced |
| FinTrust Capital Advisors, LLC | 815 | $46.6K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 855 | $48.9K | 0.04% | +855 | New |
| C M Bidwell & Associates Ltd | 1,030 | $58.9K | 0.04% | +1,030 | New |
| Oakworth Capital, Inc. | 1,305 | $74.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,311 | $74.9K | 0.01% | −700−34.8% | Reduced |
| Quarry LP | 1,462 | $83.6K | 0.03% | +100+7.3% | Added |
| Advisors Asset Management, Inc. | 1,465 | $83.7K | 0.00% | +564+62.6% | Added |
| Catalyst Funds Management Pty Ltd | 1,500 | $85.7K | 0.02% | +1,200+400.0% | Added |
| KBC Group NV | 1,605 | $92.0K | 0.00% | +348+27.7% | Added |
| STRS Ohio | 2,000 | $114.3K | 0.00% | +1,300+185.7% | Added |
| Covestor Ltd | 2,056 | $117.0K | 0.08% | −628−23.4% | Reduced |
| Qube Research & Technologies Ltd | 2,217 | $126.7K | 0.00% | +2,217 | New |
| National Bank of Canada | 2,241 | $128.3K | 0.00% | −202−8.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,482 | $141.8K | 0.00% | −1,019−29.1% | Reduced |
| Palouse Capital Management, Inc. | 2,525 | $144.3K | 0.10% | −179−6.6% | Reduced |
| nVerses Capital, LLC | 2,700 | $154.3K | 0.09% | +1,900+237.5% | Added |
| Picton Mahoney Asset Management | 2,894 | $166.0K | 0.01% | +2,894 | New |
| Huntington National Bank | 2,977 | $170.1K | 0.00% | +508+20.6% | Added |
| Ashton Thomas Private Wealth, LLC | 3,144 | $179.7K | 0.01% | +3,144 | New |
| Mackenzie Financial Corp | 3,525 | $201.5K | 0.00% | +3,525 | New |
| Earnest Partners LLC | 3,600 | $205.7K | 0.00% | +3,600 | New |
| Crossmark Global Holdings, Inc. | 3,674 | $210.0K | 0.00% | −267−6.8% | Reduced |
| Pathstone Holdings, LLC | 3,743 | $213.9K | 0.00% | +3,743 | New |
| Cubist Systematic Strategies, LLC | 3,898 | $222.8K | 0.00% | −140,254−97.3% | Reduced |
| Bourgeon Capital Management LLC | 4,000 | $228.6K | 0.04% | 00.0% | Unchanged |
| Legato Capital Management LLC | 4,135 | $236.3K | 0.03% | −228−5.2% | Reduced |
| Vestcor Inc | 4,405 | $252.0K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,416 | $252.4K | 0.08% | −1,049−19.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,562 | $260.7K | 0.00% | +4,562 | New |
| Mission Creek Capital Partners, Inc. | 4,631 | $264.7K | 0.07% | −400−8.0% | Reduced |
| Atria Wealth Solutions, Inc. | 4,653 | $265.9K | 0.00% | +4,653 | New |
| CIBC Private Wealth Group, LLC | 4,725 | $267.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 4,744 | $271.1K | 0.00% | +4,744 | New |
| Keebeck Alpha, LP | 4,745 | $271.2K | 0.20% | −4,179−46.8% | Reduced |
| Choate Investment Advisors | 4,759 | $272.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 4,801 | $274.4K | 0.12% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,910 | $280.6K | 0.01% | −907−15.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,947 | $282.8K | 0.00% | −836−14.5% | Reduced |
| The PNC Financial Services Group, Inc. | 5,007 | $286.1K | 0.00% | −304−5.7% | Reduced |
| Alpha Cubed Investments, LLC | 5,020 | $286.9K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,172 | $295.6K | 0.02% | −5,263−50.4% | Reduced |
| Lido Advisors, LLC | 5,178 | $295.9K | 0.00% | −218−4.0% | Reduced |
| Mutual Advisors, LLC | 3,885 | $297.8K | 0.01% | −471−10.8% | Reduced |
| CWM, LLC | 5,208 | $298.0K | 0.00% | +269+5.4% | Added |
| Cetera Trust Company, N.A | 5,265 | $300.9K | 0.19% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,291 | $302.4K | 0.00% | +266+5.3% | Added |