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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 626,391 | $35.8M | 0.01% | +298,592+91.1% | Added |
| Jarislowsky, Fraser Ltd | 634,041 | $36.2M | 0.22% | −17,794−2.7% | Reduced |
| Morgan Stanley | 674,294 | $38.5M | 0.00% | −10,253−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 681,387 | $38.9M | 0.01% | −1,879−0.3% | Reduced |
| Northern Trust Corp | 702,793 | $40.2M | 0.01% | −11,422−1.6% | Reduced |
| Geneva Capital Management LLC | 706,544 | $40.4M | 0.74% | −17,416−2.4% | Reduced |
| Wellington Management Group LLP | 805,804 | $46.1M | 0.01% | +83,158+11.5% | Added |
| FMR LLC | 827,058 | $47.3M | 0.00% | −246,237−22.9% | Reduced |
| Nuveen Asset Management, LLC | 853,042 | $48.8M | 0.01% | −5,892−0.7% | Reduced |
| Wasatch Advisors Inc | 861,785 | $49.3M | 0.26% | −178,237−17.1% | Reduced |
| Geode Capital Management, LLC | 1,352,959 | $77.3M | 0.01% | +79,231+6.2% | Added |
| Citadel Advisors LLC | 1,381,902 | $79.0M | 0.08% | +19,940+1.5% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $85.7M | 3.85% | 00.0% | Unchanged |
| American Century Companies Inc | 1,549,748 | $88.6M | 0.05% | +321,494+26.2% | Added |
| Dimensional Fund Advisors LP | 2,653,367 | $151.6M | 0.04% | −31,867−1.2% | Reduced |
| State Street Corp | 3,013,711 | $172.2M | 0.01% | −312,906−9.4% | Reduced |
| Vanguard Group Inc | 5,565,962 | $318.1M | 0.01% | −304,609−5.2% | Reduced |
| BlackRock Inc. | 8,193,599 | $468.3M | 0.01% | −71,814−0.9% | Reduced |
| Norges Bank | 0 | $0 | 0.00% | −308,611−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −134,895−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −44,320−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −31,440−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −29,340−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −24,336−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −22,891−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −22,533−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −24,948−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −16,762−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −16,758−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −14,977−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −11,430−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −10,434−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −10,140−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −9,818−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,760−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −9,450−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −8,740−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −6,992−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,849−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,308−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,768−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −3,958−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Credential Qtrade Securities Inc. | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |