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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 7,112 | $406.5K | 0.00% | +7,112 | New |
| Advantage Alpha Capital Partners LP | 6,919 | $395.4K | 0.09% | −727−9.5% | Reduced |
| Vontobel Holding Ltd. | 6,865 | $392.3K | 0.00% | −2,339−25.4% | Reduced |
| Alps Advisors Inc | 6,811 | $389.2K | 0.00% | −41−0.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,698 | $382.8K | 0.03% | −4,500−40.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,553 | $375.0K | 0.00% | −700−9.7% | Reduced |
| Xponance, Inc. | 6,523 | $372.8K | 0.00% | +1,103+20.4% | Added |
| Waterloo Capital, L.P. | 6,360 | $363.5K | 0.04% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 6,348 | $362.8K | 0.08% | −6−0.1% | Reduced |
| XTX Topco Ltd | 6,188 | $353.6K | 0.03% | +6,188 | New |
| James Investment Research Inc | 6,173 | $352.8K | 0.04% | −10.0% | Reduced |
| Savant Capital, LLC | 5,999 | $342.8K | 0.00% | −262−4.2% | Reduced |
| Foundry Partners, LLC | 5,779 | $330.3K | 0.02% | +316+5.8% | Added |
| Quadrature Capital Ltd | 5,679 | $324.5K | 0.01% | −4,351−43.4% | Reduced |
| Quest Partners LLC | 5,569 | $318.3K | 0.04% | +4,194+305.0% | Added |
| AlphaMark Advisors, LLC | 5,529 | $316.0K | 0.11% | −47−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,463 | $312.2K | 0.01% | −190−3.4% | Reduced |
| Cetera Investment Advisers | 5,408 | $309.1K | 0.00% | −1,080−16.6% | Reduced |
| Mercer Global Advisors Inc | 5,291 | $302.4K | 0.00% | +266+5.3% | Added |
| Cetera Trust Company, N.A | 5,265 | $300.9K | 0.19% | 00.0% | Unchanged |
| CWM, LLC | 5,208 | $298.0K | 0.00% | +269+5.4% | Added |
| Mutual Advisors, LLC | 3,885 | $297.8K | 0.01% | −471−10.8% | Reduced |
| Lido Advisors, LLC | 5,178 | $295.9K | 0.00% | −218−4.0% | Reduced |
| Prelude Capital Management, LLC | 5,172 | $295.6K | 0.02% | −5,263−50.4% | Reduced |
| Alpha Cubed Investments, LLC | 5,020 | $286.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,007 | $286.1K | 0.00% | −304−5.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,947 | $282.8K | 0.00% | −836−14.5% | Reduced |
| Profund Advisors LLC | 4,910 | $280.6K | 0.01% | −907−15.6% | Reduced |
| Carmel Capital Partners, LLC | 4,801 | $274.4K | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,759 | $272.0K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 4,745 | $271.2K | 0.20% | −4,179−46.8% | Reduced |
| Mariner, LLC | 4,744 | $271.1K | 0.00% | +4,744 | New |
| CIBC Private Wealth Group, LLC | 4,725 | $267.4K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,653 | $265.9K | 0.00% | +4,653 | New |
| Mission Creek Capital Partners, Inc. | 4,631 | $264.7K | 0.07% | −400−8.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,562 | $260.7K | 0.00% | +4,562 | New |
| Cim Investment Mangement Inc | 4,416 | $252.4K | 0.08% | −1,049−19.2% | Reduced |
| Vestcor Inc | 4,405 | $252.0K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 4,135 | $236.3K | 0.03% | −228−5.2% | Reduced |
| Bourgeon Capital Management LLC | 4,000 | $228.6K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,898 | $222.8K | 0.00% | −140,254−97.3% | Reduced |
| Pathstone Holdings, LLC | 3,743 | $213.9K | 0.00% | +3,743 | New |
| Crossmark Global Holdings, Inc. | 3,674 | $210.0K | 0.00% | −267−6.8% | Reduced |
| Earnest Partners LLC | 3,600 | $205.7K | 0.00% | +3,600 | New |
| Mackenzie Financial Corp | 3,525 | $201.5K | 0.00% | +3,525 | New |
| Ashton Thomas Private Wealth, LLC | 3,144 | $179.7K | 0.01% | +3,144 | New |
| Huntington National Bank | 2,977 | $170.1K | 0.00% | +508+20.6% | Added |
| Picton Mahoney Asset Management | 2,894 | $166.0K | 0.01% | +2,894 | New |
| nVerses Capital, LLC | 2,700 | $154.3K | 0.09% | +1,900+237.5% | Added |
| Palouse Capital Management, Inc. | 2,525 | $144.3K | 0.10% | −179−6.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,482 | $141.8K | 0.00% | −1,019−29.1% | Reduced |
| National Bank of Canada | 2,241 | $128.3K | 0.00% | −202−8.3% | Reduced |
| Qube Research & Technologies Ltd | 2,217 | $126.7K | 0.00% | +2,217 | New |
| Covestor Ltd | 2,056 | $117.0K | 0.08% | −628−23.4% | Reduced |
| STRS Ohio | 2,000 | $114.3K | 0.00% | +1,300+185.7% | Added |
| KBC Group NV | 1,605 | $92.0K | 0.00% | +348+27.7% | Added |
| Catalyst Funds Management Pty Ltd | 1,500 | $85.7K | 0.02% | +1,200+400.0% | Added |
| Advisors Asset Management, Inc. | 1,465 | $83.7K | 0.00% | +564+62.6% | Added |
| Quarry LP | 1,462 | $83.6K | 0.03% | +100+7.3% | Added |
| State of Wyoming | 1,311 | $74.9K | 0.01% | −700−34.8% | Reduced |
| Oakworth Capital, Inc. | 1,305 | $74.6K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,030 | $58.9K | 0.04% | +1,030 | New |
| 1620 Investment Advisors, Inc. | 855 | $48.9K | 0.04% | +855 | New |
| FinTrust Capital Advisors, LLC | 815 | $46.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 810 | $46.3K | 0.00% | −11−1.3% | Reduced |
| Clearstead Advisors, LLC | 694 | $39.7K | 0.00% | +14+2.1% | Added |
| GAMMA Investing LLC | 674 | $38.5K | 0.01% | +155+29.9% | Added |
| Public Employees Retirement System of Ohio | 632 | $36.1K | 0.00% | −19−2.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 504 | $28.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 473 | $27.0K | 0.01% | −58−10.9% | Reduced |
| Quadrant Capital Group LLC | 471 | $26.9K | 0.00% | +396+528.0% | Added |
| Hollencrest Capital Management | 431 | $24.6K | 0.00% | +431 | New |
| Parkside Financial Bank & Trust | 412 | $23.5K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 364 | $20.8K | 0.00% | +13+3.7% | Added |
| Fifth Third Bancorp | 350 | $20.0K | 0.00% | +41+13.3% | Added |
| Nomura Asset Management Co Ltd | 310 | $17.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 308 | $17.6K | 0.00% | +134+77.0% | Added |
| Armstrong Advisory Group, Inc | 292 | $16.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 242 | $13.8K | 0.00% | −1,079−81.7% | Reduced |
| Global Retirement Partners, LLC | 240 | $13.7K | 0.00% | −25−9.4% | Reduced |
| LGT Financial Advisors LLC | 204 | $11.7K | 0.02% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 189 | $10.8K | 0.01% | +189 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $9.20K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 160 | $9.14K | 0.00% | −32−16.7% | Reduced |
| First Horizon Advisors, Inc. | 159 | $9.09K | 0.00% | −141−47.0% | Reduced |
| Smartleaf Asset Management LLC | 162 | $8.94K | 0.00% | +162 | New |
| Federated Hermes, Inc. | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 124 | $7.09K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 110 | $6.29K | 0.00% | −255−69.9% | Reduced |
| Chelsea Counsel Co | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $5.49K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 81 | $4.63K | 0.00% | +81 | New |
| Financial Network Wealth Advisors LLC | 80 | $4.57K | 0.00% | +80 | New |
| Lindbrook Capital, LLC | 79 | $4.51K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 78 | $4.46K | 0.00% | −2−2.5% | Reduced |
| Mather Group, LLC. | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $3.79K | 0.00% | +25+61.0% | Added |
| TD Waterhouse Canada Inc. | 65 | $3.75K | 0.00% | −117−64.3% | Reduced |
| Umb Bank N A | 63 | $3.60K | 0.00% | +42+200.0% | Added |