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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 5,408 | $309.1K | 0.00% | −1,080−16.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,463 | $312.2K | 0.01% | −190−3.4% | Reduced |
| AlphaMark Advisors, LLC | 5,529 | $316.0K | 0.11% | −47−0.8% | Reduced |
| Quest Partners LLC | 5,569 | $318.3K | 0.04% | +4,194+305.0% | Added |
| Quadrature Capital Ltd | 5,679 | $324.5K | 0.01% | −4,351−43.4% | Reduced |
| Foundry Partners, LLC | 5,779 | $330.3K | 0.02% | +316+5.8% | Added |
| Savant Capital, LLC | 5,999 | $342.8K | 0.00% | −262−4.2% | Reduced |
| James Investment Research Inc | 6,173 | $352.8K | 0.04% | −10.0% | Reduced |
| XTX Topco Ltd | 6,188 | $353.6K | 0.03% | +6,188 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 6,348 | $362.8K | 0.08% | −6−0.1% | Reduced |
| Waterloo Capital, L.P. | 6,360 | $363.5K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 6,523 | $372.8K | 0.00% | +1,103+20.4% | Added |
| Public Employees Retirement Association of Colorado | 6,553 | $375.0K | 0.00% | −700−9.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,698 | $382.8K | 0.03% | −4,500−40.2% | Reduced |
| Alps Advisors Inc | 6,811 | $389.2K | 0.00% | −41−0.6% | Reduced |
| Vontobel Holding Ltd. | 6,865 | $392.3K | 0.00% | −2,339−25.4% | Reduced |
| Advantage Alpha Capital Partners LP | 6,919 | $395.4K | 0.09% | −727−9.5% | Reduced |
| Avantax Advisory Services, Inc. | 7,112 | $406.5K | 0.00% | +7,112 | New |
| Stifel Financial Corp | 7,140 | $408.0K | 0.00% | +44+0.6% | Added |
| Pictet Asset Management Holding SA | 7,322 | $418.5K | 0.00% | +845+13.0% | Added |
| Commonwealth Equity Services, LLC | 7,370 | $421.0K | 0.00% | −130−1.7% | Reduced |
| Everence Capital Management Inc | 8,590 | $435.0K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,731 | $438.3K | 0.00% | +1,661+27.4% | Added |
| HighTower Advisors, LLC | 8,074 | $458.0K | 0.00% | −43−0.5% | Reduced |
| Jump Financial, LLC | 8,030 | $458.9K | 0.01% | −11,649−59.2% | Reduced |
| Jones Financial Companies LLLP | 8,095 | $462.6K | 0.00% | +1,515+23.0% | Added |
| Quantinno Capital Management LP | 8,130 | $464.6K | 0.01% | +159+2.0% | Added |
| Mutual of America Capital Management LLC | 8,334 | $476.3K | 0.01% | −390−4.5% | Reduced |
| ProShare Advisors LLC | 8,347 | $477.0K | 0.00% | −2,601−23.8% | Reduced |
| Argent Capital Management LLC | 8,374 | $478.6K | 0.01% | +2,375+39.6% | Added |
| Premier Fund Managers Ltd | 8,721 | $481.0K | 0.02% | +8,721 | New |
| Versor Investments LP | 8,800 | $502.9K | 0.09% | +8,800 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,880 | $507.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 9,100 | $520.1K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 9,153 | $523.1K | 0.02% | −7,422−44.8% | Reduced |
| Cerity Partners LLC | 9,632 | $550.5K | 0.00% | +143+1.5% | Added |
| Sanctuary Advisors, LLC | 10,379 | $550.6K | 0.00% | +10,379 | New |
| Pearl River Capital, LLC | 9,779 | $558.9K | 0.09% | −119−1.2% | Reduced |
| Handelsbanken Fonder AB | 9,995 | $571.0K | 0.00% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 10,000 | $571.5K | 0.34% | +5,000+100.0% | Added |
| Great Lakes Advisors, LLC | 10,476 | $598.7K | 0.01% | +9+0.1% | Added |
| Hancock Whitney Corp | 10,789 | $616.6K | 0.02% | −1,672−13.4% | Reduced |
| Point72 Asset Management, L.P. | 10,860 | $620.6K | 0.00% | +611+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,925 | $624.4K | 0.00% | −11−0.1% | Reduced |
| Engineers Gate Manager LP | 10,995 | $628.4K | 0.01% | +10,995 | New |
| Nisa Investment Advisors, LLC | 11,561 | $660.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,214 | $698.0K | 0.00% | −316−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 12,343 | $705.4K | 0.01% | −1,200−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 13,729 | $784.6K | 0.00% | −32,231−70.1% | Reduced |
| Walleye Capital LLC | 13,939 | $796.6K | 0.01% | +9,739+231.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,488 | $828.0K | 0.01% | +1,424+10.9% | Added |
| Keel Point, LLC | 13,298 | $833.9K | 0.08% | +13,298 | New |
| Centiva Capital, LP | 14,697 | $839.9K | 0.04% | +5,100+53.1% | Added |
| Arizona State Retirement System | 15,132 | $864.8K | 0.01% | +59+0.4% | Added |
| Amalgamated Bank | 15,634 | $893.0K | 0.01% | −645−4.0% | Reduced |
| Intech Investment Management LLC | 15,767 | $901.1K | 0.01% | +15,767 | New |
| Teacher Retirement System of Texas | 16,080 | $919.0K | 0.01% | −2,212−12.1% | Reduced |
| State Board of Administration of Florida Retirement System | 16,162 | $923.7K | 0.00% | −8,850−35.4% | Reduced |
| Aviso Financial Inc. | 16,163 | $924.4K | 0.05% | +16,163 | New |
| Teachers Retirement System of the State of Kentucky | 16,374 | $935.0K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 16,588 | $948.0K | 0.00% | +171+1.0% | Added |
| Brevan Howard Capital Management LP | 16,998 | $971.4K | 0.06% | +13,063+332.0% | Added |
| Exchange Traded Concepts, LLC | 17,025 | $973.0K | 0.02% | +1,000+6.2% | Added |
| SummerHaven Investment Management, LLC | 17,645 | $1.01M | 0.66% | +281+1.6% | Added |
| Maryland State Retirement & Pension System | 17,677 | $1.01M | 0.02% | −571−3.1% | Reduced |
| Voya Investment Management LLC | 18,022 | $1.03M | 0.00% | +71+0.4% | Added |
| Aquatic Capital Management LLC | 18,300 | $1.05M | 0.04% | −15,600−46.0% | Reduced |
| Natixis Advisors, L.P. | 18,303 | $1.05M | 0.00% | +603+3.4% | Added |
| Bayesian Capital Management, LP | 18,405 | $1.05M | 0.12% | +18,405 | New |
| Ridgewood Investments LLC | 19,038 | $1.09M | 0.55% | 00.0% | Unchanged |
| AXS Investments LLC | 19,053 | $1.09M | 0.30% | +19,053 | New |
| Summit Global Investments | 19,199 | $1.10M | 0.07% | −642−3.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,587 | $1.12M | 0.01% | −3,623−15.6% | Reduced |
| Comerica Bank | 19,874 | $1.14M | 0.00% | −2,671−11.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 20,178 | $1.15M | 0.42% | −32−0.2% | Reduced |
| Yousif Capital Management, LLC | 20,337 | $1.16M | 0.01% | −2,564−11.2% | Reduced |
| Wakefield Asset Management LLLP | 20,436 | $1.17M | 0.41% | −374−1.8% | Reduced |
| Truist Financial Corp | 20,517 | $1.17M | 0.00% | +950+4.9% | Added |
| GTS Securities LLC | 20,594 | $1.18M | 0.02% | +4,209+25.7% | Added |
| Avenir Corp | 20,790 | $1.19M | 0.12% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.20M | 0.15% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 21,795 | $1.20M | 0.00% | −431−1.9% | Reduced |
| Verition Fund Management LLC | 21,082 | $1.20M | 0.01% | +8,307+65.0% | Added |
| Federation des caisses Desjardins du Quebec | 22,132 | $1.26M | 0.01% | −100−0.4% | Reduced |
| Russell Investments Group, Ltd. | 22,223 | $1.27M | 0.00% | +3,776+20.5% | Added |
| Two Sigma Securities, LLC | 22,582 | $1.29M | 0.06% | +22,582 | New |
| Graham Capital Management, L.P. | 22,845 | $1.31M | 0.05% | +22,845 | New |
| Schonfeld Strategic Advisors LLC | 22,969 | $1.31M | 0.01% | +439+1.9% | Added |
| State of Tennessee, Treasury Department | 23,165 | $1.32M | 0.00% | +863+3.9% | Added |
| New York State Common Retirement Fund | 23,262 | $1.33M | 0.00% | −1,416−5.7% | Reduced |
| D.A. Davidson & Co. | 25,302 | $1.45M | 0.01% | +742+3.0% | Added |
| Louisiana State Employees Retirement System | 25,500 | $1.46M | 0.03% | +400+1.6% | Added |
| Heartland Advisors Inc | 25,539 | $1.46M | 0.08% | +25,539 | New |
| LPL Financial LLC | 26,141 | $1.49M | 0.00% | −1,129−4.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 26,200 | $1.50M | 0.12% | +12,100+85.8% | Added |
| Ensign Peak Advisors, Inc | 26,247 | $1.50M | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 26,449 | $1.51M | 0.10% | +1,082+4.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $1.58M | 0.00% | +27,659 | New |
| Illinois Municipal Retirement Fund | 27,689 | $1.58M | 0.02% | −2,443−8.1% | Reduced |
| Cornercap Investment Counsel Inc | 27,883 | $1.59M | 0.26% | −228−0.8% | Reduced |