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 |
|---|---|---|---|---|---|
| Redwood Investments, LLC | 38,314 | $2.18M | 0.74% | −11,331−22.8% | Reduced |
| Quantedge Capital Pte Ltd | 37,600 | $2.15M | 0.78% | −3,200−7.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 36,200 | $2.07M | 0.04% | +26,855+287.4% | Added |
| State of New Jersey Common Pension Fund D | 34,829 | $1.99M | 0.01% | +34,829 | New |
| Price T Rowe Associates Inc | 34,163 | $1.95M | 0.00% | +1,068+3.2% | Added |
| Formula Growth Ltd | 33,624 | $1.92M | 0.70% | −2,000−5.6% | Reduced |
| Tudor Investment Corp Et Al | 32,554 | $1.86M | 0.02% | +32,554 | New |
| Squarepoint Ops LLC | 32,183 | $1.84M | 0.01% | +32,183 | New |
| SG Americas Securities, LLC | 32,124 | $1.84M | 0.01% | +26,324+453.9% | Added |
| Tower Research Capital LLC (TRC) | 31,600 | $1.81M | 0.03% | +29,812+1,667.3% | Added |
| Corebridge Financial, Inc. | 31,533 | $1.80M | 0.01% | +31,533 | New |
| MetLife Investment Management | 31,518 | $1.80M | 0.01% | +3,348+11.9% | Added |
| EJF Capital LLC | 30,943 | $1.77M | 1.31% | −21,450−40.9% | Reduced |
| Manufacturers Life Insurance Company, The | 30,866 | $1.76M | 0.00% | +888+3.0% | Added |
| State of Alaska, Department of Revenue | 29,768 | $1.70M | 0.02% | −1,082−3.5% | Reduced |
| Deutsche Bank AG | 29,374 | $1.68M | 0.00% | −4,923−14.4% | Reduced |
| Envestnet Asset Management Inc | 29,133 | $1.66M | 0.00% | +3,272+12.7% | Added |
| Toroso Investments, LLC | 28,675 | $1.64M | 0.02% | +381+1.3% | Added |
| Cornercap Investment Counsel Inc | 27,883 | $1.59M | 0.26% | −228−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 27,689 | $1.58M | 0.02% | −2,443−8.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $1.58M | 0.00% | +27,659 | New |
| Van Hulzen Asset Management, LLC | 26,449 | $1.51M | 0.10% | +1,082+4.3% | Added |
| Ensign Peak Advisors, Inc | 26,247 | $1.50M | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 26,200 | $1.50M | 0.12% | +12,100+85.8% | Added |
| LPL Financial LLC | 26,141 | $1.49M | 0.00% | −1,129−4.1% | Reduced |
| Heartland Advisors Inc | 25,539 | $1.46M | 0.08% | +25,539 | New |
| Louisiana State Employees Retirement System | 25,500 | $1.46M | 0.03% | +400+1.6% | Added |
| D.A. Davidson & Co. | 25,302 | $1.45M | 0.01% | +742+3.0% | Added |
| New York State Common Retirement Fund | 23,262 | $1.33M | 0.00% | −1,416−5.7% | Reduced |
| State of Tennessee, Treasury Department | 23,165 | $1.32M | 0.00% | +863+3.9% | Added |
| Schonfeld Strategic Advisors LLC | 22,969 | $1.31M | 0.01% | +439+1.9% | Added |
| Graham Capital Management, L.P. | 22,845 | $1.31M | 0.05% | +22,845 | New |
| Two Sigma Securities, LLC | 22,582 | $1.29M | 0.06% | +22,582 | New |
| Russell Investments Group, Ltd. | 22,223 | $1.27M | 0.00% | +3,776+20.5% | Added |
| Federation des caisses Desjardins du Quebec | 22,132 | $1.26M | 0.01% | −100−0.4% | Reduced |
| Verition Fund Management LLC | 21,082 | $1.20M | 0.01% | +8,307+65.0% | Added |
| DekaBank Deutsche Girozentrale | 21,795 | $1.20M | 0.00% | −431−1.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.20M | 0.15% | 00.0% | Unchanged |
| Avenir Corp | 20,790 | $1.19M | 0.12% | 00.0% | Unchanged |
| GTS Securities LLC | 20,594 | $1.18M | 0.02% | +4,209+25.7% | Added |
| Truist Financial Corp | 20,517 | $1.17M | 0.00% | +950+4.9% | Added |
| Wakefield Asset Management LLLP | 20,436 | $1.17M | 0.41% | −374−1.8% | Reduced |
| Yousif Capital Management, LLC | 20,337 | $1.16M | 0.01% | −2,564−11.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 20,178 | $1.15M | 0.42% | −32−0.2% | Reduced |
| Comerica Bank | 19,874 | $1.14M | 0.00% | −2,671−11.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,587 | $1.12M | 0.01% | −3,623−15.6% | Reduced |
| Summit Global Investments | 19,199 | $1.10M | 0.07% | −642−3.2% | Reduced |
| AXS Investments LLC | 19,053 | $1.09M | 0.30% | +19,053 | New |
| Ridgewood Investments LLC | 19,038 | $1.09M | 0.55% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 18,405 | $1.05M | 0.12% | +18,405 | New |
| Natixis Advisors, L.P. | 18,303 | $1.05M | 0.00% | +603+3.4% | Added |
| Aquatic Capital Management LLC | 18,300 | $1.05M | 0.04% | −15,600−46.0% | Reduced |
| Voya Investment Management LLC | 18,022 | $1.03M | 0.00% | +71+0.4% | Added |
| Maryland State Retirement & Pension System | 17,677 | $1.01M | 0.02% | −571−3.1% | Reduced |
| SummerHaven Investment Management, LLC | 17,645 | $1.01M | 0.66% | +281+1.6% | Added |
| Exchange Traded Concepts, LLC | 17,025 | $973.0K | 0.02% | +1,000+6.2% | Added |
| Brevan Howard Capital Management LP | 16,998 | $971.4K | 0.06% | +13,063+332.0% | Added |
| Danske Bank A/S | 16,588 | $948.0K | 0.00% | +171+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 16,374 | $935.0K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 16,163 | $924.4K | 0.05% | +16,163 | New |
| State Board of Administration of Florida Retirement System | 16,162 | $923.7K | 0.00% | −8,850−35.4% | Reduced |
| Teacher Retirement System of Texas | 16,080 | $919.0K | 0.01% | −2,212−12.1% | Reduced |
| Intech Investment Management LLC | 15,767 | $901.1K | 0.01% | +15,767 | New |
| Amalgamated Bank | 15,634 | $893.0K | 0.01% | −645−4.0% | Reduced |
| Arizona State Retirement System | 15,132 | $864.8K | 0.01% | +59+0.4% | Added |
| Centiva Capital, LP | 14,697 | $839.9K | 0.04% | +5,100+53.1% | Added |
| Keel Point, LLC | 13,298 | $833.9K | 0.08% | +13,298 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 14,488 | $828.0K | 0.01% | +1,424+10.9% | Added |
| Walleye Capital LLC | 13,939 | $796.6K | 0.01% | +9,739+231.9% | Added |
| BNP Paribas Arbitrage, SA | 13,729 | $784.6K | 0.00% | −32,231−70.1% | Reduced |
| Oregon Public Employees Retirement Fund | 12,343 | $705.4K | 0.01% | −1,200−8.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,214 | $698.0K | 0.00% | −316−2.5% | Reduced |
| Nisa Investment Advisors, LLC | 11,561 | $660.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,995 | $628.4K | 0.01% | +10,995 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,925 | $624.4K | 0.00% | −11−0.1% | Reduced |
| Point72 Asset Management, L.P. | 10,860 | $620.6K | 0.00% | +611+6.0% | Added |
| Hancock Whitney Corp | 10,789 | $616.6K | 0.02% | −1,672−13.4% | Reduced |
| Great Lakes Advisors, LLC | 10,476 | $598.7K | 0.01% | +9+0.1% | Added |
| Bayview Asset Management, LLC | 10,000 | $571.5K | 0.34% | +5,000+100.0% | Added |
| Handelsbanken Fonder AB | 9,995 | $571.0K | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 9,779 | $558.9K | 0.09% | −119−1.2% | Reduced |
| Sanctuary Advisors, LLC | 10,379 | $550.6K | 0.00% | +10,379 | New |
| Cerity Partners LLC | 9,632 | $550.5K | 0.00% | +143+1.5% | Added |
| Caxton Associates LP | 9,153 | $523.1K | 0.02% | −7,422−44.8% | Reduced |
| Pinnacle Associates Ltd | 9,100 | $520.1K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,880 | $507.5K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 8,800 | $502.9K | 0.09% | +8,800 | New |
| Premier Fund Managers Ltd | 8,721 | $481.0K | 0.02% | +8,721 | New |
| Argent Capital Management LLC | 8,374 | $478.6K | 0.01% | +2,375+39.6% | Added |
| ProShare Advisors LLC | 8,347 | $477.0K | 0.00% | −2,601−23.8% | Reduced |
| Mutual of America Capital Management LLC | 8,334 | $476.3K | 0.01% | −390−4.5% | Reduced |
| Quantinno Capital Management LP | 8,130 | $464.6K | 0.01% | +159+2.0% | Added |
| Jones Financial Companies LLLP | 8,095 | $462.6K | 0.00% | +1,515+23.0% | Added |
| Jump Financial, LLC | 8,030 | $458.9K | 0.01% | −11,649−59.2% | Reduced |
| HighTower Advisors, LLC | 8,074 | $458.0K | 0.00% | −43−0.5% | Reduced |
| HSBC Holdings PLC | 7,731 | $438.3K | 0.00% | +1,661+27.4% | Added |
| Everence Capital Management Inc | 8,590 | $435.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,370 | $421.0K | 0.00% | −130−1.7% | Reduced |
| Pictet Asset Management Holding SA | 7,322 | $418.5K | 0.00% | +845+13.0% | Added |
| Stifel Financial Corp | 7,140 | $408.0K | 0.00% | +44+0.6% | Added |