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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 28,675 | $1.64M | 0.02% | +381+1.3% | Added |
| Envestnet Asset Management Inc | 29,133 | $1.66M | 0.00% | +3,272+12.7% | Added |
| Deutsche Bank AG | 29,374 | $1.68M | 0.00% | −4,923−14.4% | Reduced |
| State of Alaska, Department of Revenue | 29,768 | $1.70M | 0.02% | −1,082−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 30,866 | $1.76M | 0.00% | +888+3.0% | Added |
| EJF Capital LLC | 30,943 | $1.77M | 1.31% | −21,450−40.9% | Reduced |
| MetLife Investment Management | 31,518 | $1.80M | 0.01% | +3,348+11.9% | Added |
| Corebridge Financial, Inc. | 31,533 | $1.80M | 0.01% | +31,533 | New |
| Tower Research Capital LLC (TRC) | 31,600 | $1.81M | 0.03% | +29,812+1,667.3% | Added |
| SG Americas Securities, LLC | 32,124 | $1.84M | 0.01% | +26,324+453.9% | Added |
| Squarepoint Ops LLC | 32,183 | $1.84M | 0.01% | +32,183 | New |
| Tudor Investment Corp Et Al | 32,554 | $1.86M | 0.02% | +32,554 | New |
| Formula Growth Ltd | 33,624 | $1.92M | 0.70% | −2,000−5.6% | Reduced |
| Price T Rowe Associates Inc | 34,163 | $1.95M | 0.00% | +1,068+3.2% | Added |
| State of New Jersey Common Pension Fund D | 34,829 | $1.99M | 0.01% | +34,829 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 36,200 | $2.07M | 0.04% | +26,855+287.4% | Added |
| Quantedge Capital Pte Ltd | 37,600 | $2.15M | 0.78% | −3,200−7.8% | Reduced |
| Redwood Investments, LLC | 38,314 | $2.18M | 0.74% | −11,331−22.8% | Reduced |
| Axiom Advisory, LLC | 42,588 | $2.32M | 0.03% | +42,588 | New |
| Wells Fargo & Company | 40,660 | $2.32M | 0.00% | +5,791+16.6% | Added |
| Bank of Montreal | 40,604 | $2.32M | 0.00% | −4,464−9.9% | Reduced |
| Connors Investor Services Inc | 41,702 | $2.38M | 0.25% | −1,681−3.9% | Reduced |
| Globeflex Capital L P | 42,191 | $2.41M | 0.25% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 42,499 | $2.43M | 0.01% | +4,453+11.7% | Added |
| Epoch Investment Partners, Inc. | 42,904 | $2.45M | 0.01% | −101,973−70.4% | Reduced |
| National Asset Management, Inc. | 44,392 | $2.54M | 0.06% | −404−0.9% | Reduced |
| Quantbot Technologies LP | 46,789 | $2.67M | 0.13% | +14,365+44.3% | Added |
| Gratus Capital LLC | 48,393 | $2.77M | 0.11% | 00.0% | Unchanged |
| California State Teachers Retirement System | 52,785 | $3.02M | 0.00% | −2,046−3.7% | Reduced |
| Janus Henderson Group PLC | 52,879 | $3.02M | 0.00% | −2,761−5.0% | Reduced |
| Edgestream Partners, L.P. | 53,702 | $3.07M | 0.15% | −17,213−24.3% | Reduced |
| CCG Wealth Management, LLC | 54,200 | $3.10M | 1.75% | −110.0% | Reduced |
| HRT Financial LP | 57,353 | $3.28M | 0.02% | +57,353 | New |
| Great West Life Assurance Co | 61,188 | $3.50M | 0.01% | +10,728+21.3% | Added |
| Guggenheim Capital LLC | 64,650 | $3.69M | 0.03% | −636−1.0% | Reduced |
| Two Sigma Advisers, LP | 65,116 | $3.72M | 0.01% | +61,200+1,562.8% | Added |
| SEI Investments Co | 65,520 | $3.74M | 0.01% | +16,287+33.1% | Added |
| Kennedy Capital Management, Inc. | 69,574 | $3.98M | 0.08% | −5,055−6.8% | Reduced |
| Trexquant Investment LP | 69,815 | $3.99M | 0.06% | +69,815 | New |
| First Trust Advisors LP | 70,302 | $4.02M | 0.00% | +13,746+24.3% | Added |
| Alliancebernstein L.P. | 70,384 | $4.02M | 0.00% | −1,970−2.7% | Reduced |
| Capital Fund Management S.A. | 76,664 | $4.38M | 0.05% | +43,820+133.4% | Added |
| Jane Street Group, LLC | 79,998 | $4.57M | 0.00% | +68,974+625.7% | Added |
| Thrivent Financial for Lutherans | 80,965 | $4.63M | 0.01% | +32,654+67.6% | Added |
| Raymond James & Associates | 84,806 | $4.85M | 0.00% | −3,495−4.0% | Reduced |
| Susquehanna International Group, LLP | 87,132 | $4.98M | 0.01% | +50,421+137.3% | Added |
| Renaissance Technologies LLC | 88,837 | $5.08M | 0.01% | +88,837 | New |
| Ci Investments Inc. | 89,780 | $5.13M | 0.02% | +1,300+1.5% | Added |
| S&T Bank | 94,248 | $5.39M | 1.37% | −43,810−31.7% | Reduced |
| Kestrel Investment Management Corp | 98,450 | $5.63M | 3.73% | 00.0% | Unchanged |
| Victory Capital Management Inc | 100,219 | $5.73M | 0.01% | −63,561−38.8% | Reduced |
| UBS Asset Management Americas Inc | 101,102 | $5.78M | 0.00% | +53,809+113.8% | Added |
| Segall Bryant & Hamill, LLC | 104,669 | $5.98M | 0.11% | +104,669 | New |
| Swiss National Bank | 106,300 | $6.08M | 0.00% | −1,900−1.8% | Reduced |
| Barclays PLC | 107,628 | $6.15M | 0.00% | −46,384−30.1% | Reduced |
| Bridgeway Capital Management, LLC | 110,600 | $6.32M | 0.15% | +200+0.2% | Added |
| Public Sector Pension Investment Board | 111,569 | $6.38M | 0.04% | +7,766+7.5% | Added |
| Royal Bank of Canada | 119,510 | $6.83M | 0.00% | +814+0.7% | Added |
| AQR Capital Management LLC | 121,804 | $6.96M | 0.01% | −55,632−31.4% | Reduced |
| Scout Investments, Inc. | 126,023 | $7.20M | 0.19% | −12,036−8.7% | Reduced |
| UBS Group AG | 127,288 | $7.27M | 0.00% | +68,583+116.8% | Added |
| Royce & Associates LP | 128,210 | $7.33M | 0.07% | −11,105−8.0% | Reduced |
| State of Wisconsin Investment Board | 141,858 | $8.11M | 0.02% | −9,183−6.1% | Reduced |
| Legal & General Group Plc | 143,005 | $8.17M | 0.00% | −1,865−1.3% | Reduced |
| Citigroup Inc | 146,479 | $8.37M | 0.01% | −19,215−11.6% | Reduced |
| Prudential Financial Inc | 154,835 | $8.85M | 0.01% | −18,578−10.7% | Reduced |
| Orchard Capital Managment, LLC | 155,519 | $8.89M | 2.68% | −2,021−1.3% | Reduced |
| Brandywine Global Investment Management, LLC | 156,341 | $8.93M | 0.07% | −7,535−4.6% | Reduced |
| Rafferty Asset Management, LLC | 156,663 | $8.95M | 0.03% | −215−0.1% | Reduced |
| Gator Capital Management, LLC | 157,180 | $8.98M | 4.56% | +157,180 | New |
| Lord, Abbett & Co. LLC | 157,540 | $9.00M | 0.03% | −6,046−3.7% | Reduced |
| Rhumbline Advisers | 167,534 | $9.57M | 0.01% | +895+0.5% | Added |
| M&G Plc | 171,740 | $9.79M | 0.06% | +18,978+12.4% | Added |
| Franklin Resources Inc | 174,227 | $9.96M | 0.00% | +152+0.1% | Added |
| Algert Global LLC | 183,352 | $10.5M | 0.35% | +16,448+9.9% | Added |
| Bank of America Corp | 188,342 | $10.8M | 0.00% | −146,648−43.8% | Reduced |
| First Eagle Investment Management, LLC | 213,572 | $12.2M | 0.03% | +26,000+13.9% | Added |
| TCW Group Inc | 216,100 | $12.4M | 0.11% | −74,400−25.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 239,781 | $13.7M | 0.02% | +31,890+15.3% | Added |
| Ategra Capital Management, LLC | 246,237 | $14.1M | 12.06% | −39,046−13.7% | Reduced |
| JPMorgan Chase & Co | 249,563 | $14.3M | 0.00% | −36,576−12.8% | Reduced |
| Principal Financial Group Inc | 250,700 | $14.3M | 0.01% | −12,799−4.9% | Reduced |
| Basswood Capital Management, L.L.C. | 258,937 | $14.8M | 0.96% | −11,135−4.1% | Reduced |
| Invesco Ltd. | 290,433 | $16.6M | 0.00% | −6,317−2.1% | Reduced |
| Lazard Asset Management LLC | 297,620 | $17.0M | 0.02% | +37,520+14.4% | Added |
| Pembroke Management, LTD | 308,899 | $17.7M | 2.37% | −26,901−8.0% | Reduced |
| Stieven Capital Advisors, L.P. | 328,433 | $18.8M | 4.16% | +4,400+1.4% | Added |
| Rice Hall James & Associates, LLC | 333,887 | $19.1M | 1.14% | −54,369−14.0% | Reduced |
| D. E. Shaw & Co., Inc. | 339,048 | $19.4M | 0.03% | +25,634+8.2% | Added |
| Two Sigma Investments, LP | 344,795 | $19.7M | 0.05% | +216,575+168.9% | Added |
| Millennium Management LLC | 367,251 | $21.0M | 0.02% | +190,584+107.9% | Added |
| Emerald Mutual Fund Advisers Trust | 382,276 | $21.8M | 1.14% | +33,366+9.6% | Added |
| Bragg Financial Advisors, Inc | 394,650 | $22.6M | 1.01% | +36,122+10.1% | Added |
| Loomis Sayles & Co L P | 414,334 | $23.7M | 0.03% | −49,581−10.7% | Reduced |
| Emerald Advisers, LLC | 442,086 | $25.3M | 1.06% | −15,338−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 442,347 | $25.3M | 0.02% | +214,807+94.4% | Added |
| Shaker Investments LLC | 460,000 | $26.3M | 11.43% | −6,277−1.3% | Reduced |
| Voloridge Investment Management, LLC | 466,417 | $26.7M | 0.10% | +24,639+5.6% | Added |
| Bank of New York Mellon Corp | 500,483 | $28.6M | 0.01% | −10,509−2.1% | Reduced |
| Ameriprise Financial Inc | 543,708 | $31.1M | 0.01% | −44,661−7.6% | Reduced |