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, Q3 2024
Institutional positions in Axos Financial, Inc. as of Sep 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
- 335
- +19 vs. Q2 2024
- Shares held
- 47.8M
- +7.29M (+18.0%) vs. Q2 2024
- Total value
- $3.01B
- +$691.3M (+29.9%) vs. Q2 2024
- New holders
- 57
- 108 more added
- Sold out
- 38
- 116 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,352,591 | $525.2M | 0.01% | +8,352,591 | New |
| Vanguard Group Inc | 6,079,907 | $382.3M | 0.01% | +513,945+9.2% | Added |
| State Street Corp | 3,178,708 | $199.9M | 0.01% | +164,997+5.5% | Added |
| Dimensional Fund Advisors LP | 2,619,567 | $164.7M | 0.04% | −33,800−1.3% | Reduced |
| American Century Companies Inc | 1,710,827 | $107.6M | 0.06% | +161,079+10.4% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $94.3M | 3.77% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,444,756 | $90.9M | 0.01% | +91,797+6.8% | Added |
| Wasatch Advisors Inc | 1,154,737 | $72.6M | 0.36% | +292,952+34.0% | Added |
| Wellington Management Group LLP | 805,808 | $50.7M | 0.01% | +40.0% | Added |
| FMR LLC | 762,429 | $47.9M | 0.00% | −64,629−7.8% | Reduced |
| Nuveen Asset Management, LLC | 714,846 | $44.9M | 0.01% | −138,196−16.2% | Reduced |
| Northern Trust Corp | 709,630 | $44.6M | 0.01% | +6,837+1.0% | Added |
| Geneva Capital Management LLC | 708,520 | $44.6M | 0.74% | +1,976+0.3% | Added |
| Morgan Stanley | 694,594 | $43.7M | 0.00% | +20,300+3.0% | Added |
| Charles Schwab Investment Management Inc | 672,842 | $42.3M | 0.01% | −8,545−1.3% | Reduced |
| Goldman Sachs Group Inc | 628,317 | $39.5M | 0.01% | +1,926+0.3% | Added |
| Ameriprise Financial Inc | 623,308 | $39.2M | 0.01% | +79,600+14.6% | Added |
| Jarislowsky, Fraser Ltd | 614,338 | $38.6M | 0.22% | −19,703−3.1% | Reduced |
| Emerald Advisers, LLC | 505,544 | $31.8M | 1.23% | +63,458+14.4% | Added |
| Voloridge Investment Management, LLC | 469,471 | $29.5M | 0.11% | +3,054+0.7% | Added |
| Bank of New York Mellon Corp | 453,998 | $28.5M | 0.01% | −46,485−9.3% | Reduced |
| Loomis Sayles & Co L P | 453,425 | $28.5M | 0.04% | +39,091+9.4% | Added |
| Invesco Ltd. | 453,031 | $28.5M | 0.01% | +162,598+56.0% | Added |
| Shaker Investments LLC | 439,653 | $27.6M | 11.52% | −20,347−4.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 426,743 | $26.8M | 0.02% | −15,604−3.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 422,460 | $26.6M | 1.38% | +40,184+10.5% | Added |
| Bragg Financial Advisors, Inc | 396,336 | $24.9M | 1.03% | +1,686+0.4% | Added |
| Principal Financial Group Inc | 320,717 | $20.2M | 0.01% | +70,017+27.9% | Added |
| Millennium Management LLC | 315,291 | $19.8M | 0.02% | −51,960−14.1% | Reduced |
| Stieven Capital Advisors, L.P. | 285,333 | $17.9M | 3.39% | −43,100−13.1% | Reduced |
| JPMorgan Chase & Co | 281,658 | $17.7M | 0.00% | +32,095+12.9% | Added |
| Basswood Capital Management, L.L.C. | 258,937 | $16.3M | 0.84% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 254,709 | $16.0M | 0.04% | −90,086−26.1% | Reduced |
| D. E. Shaw & Co., Inc. | 243,749 | $15.3M | 0.02% | −95,299−28.1% | Reduced |
| Pembroke Management, LTD | 239,910 | $15.1M | 1.92% | −68,989−22.3% | Reduced |
| Bank of America Corp | 237,750 | $14.9M | 0.00% | +49,408+26.2% | Added |
| Citadel Advisors LLC | 234,371 | $14.7M | 0.02% | −1,147,531−83.0% | Reduced |
| First Eagle Investment Management, LLC | 205,372 | $12.9M | 0.03% | −8,200−3.8% | Reduced |
| Qube Research & Technologies Ltd | 200,808 | $12.6M | 0.02% | +198,591+8,957.6% | Added |
| Allspring Global Investments Holdings, LLC | 175,168 | $11.0M | 0.02% | −64,613−26.9% | Reduced |
| Rhumbline Advisers | 165,003 | $10.4M | 0.01% | −2,531−1.5% | Reduced |
| TCW Group Inc | 163,400 | $10.3M | 0.09% | −52,700−24.4% | Reduced |
| Algert Global LLC | 158,617 | $9.97M | 0.27% | −24,735−13.5% | Reduced |
| Brandywine Global Investment Management, LLC | 152,141 | $9.87M | 0.07% | −4,200−2.7% | Reduced |
| Gator Capital Management, LLC | 153,180 | $9.63M | 4.26% | −4,000−2.5% | Reduced |
| Citigroup Inc | 151,151 | $9.50M | 0.01% | +4,672+3.2% | Added |
| Legal & General Group Plc | 148,487 | $9.34M | 0.00% | +5,482+3.8% | Added |
| Franklin Resources Inc | 143,333 | $9.30M | 0.00% | −30,894−17.7% | Reduced |
| State of Wisconsin Investment Board | 144,958 | $9.11M | 0.02% | +3,100+2.2% | Added |
| Ategra Capital Management, LLC | 144,842 | $9.11M | 6.63% | −101,395−41.2% | Reduced |
| Prudential Financial Inc | 142,884 | $8.98M | 0.01% | −11,951−7.7% | Reduced |
| Barclays PLC | 142,715 | $8.97M | 0.00% | +35,087+32.6% | Added |
| Lazard Asset Management LLC | 141,667 | $8.91M | 0.01% | −155,953−52.4% | Reduced |
| Orchard Capital Managment, LLC | 137,472 | $8.57M | 2.95% | −18,047−11.6% | Reduced |
| Lord, Abbett & Co. LLC | 134,388 | $8.45M | 0.03% | −23,152−14.7% | Reduced |
| Rafferty Asset Management, LLC | 132,584 | $8.34M | 0.03% | −24,079−15.4% | Reduced |
| UBS Group AG | 121,715 | $7.65M | 0.00% | −5,573−4.4% | Reduced |
| Royce & Associates LP | 117,003 | $7.36M | 0.07% | −11,207−8.7% | Reduced |
| Public Sector Pension Investment Board | 114,869 | $7.22M | 0.04% | +3,300+3.0% | Added |
| Royal Bank of Canada | 111,148 | $6.99M | 0.00% | −8,362−7.0% | Reduced |
| Scout Investments, Inc. | 108,497 | $6.96M | 0.18% | −17,526−13.9% | Reduced |
| Raymond James & Associates | 109,964 | $6.91M | 0.00% | +25,158+29.7% | Added |
| Renaissance Technologies LLC | 108,800 | $6.84M | 0.01% | +19,963+22.5% | Added |
| Swiss National Bank | 105,700 | $6.65M | 0.00% | −600−0.6% | Reduced |
| Edgestream Partners, L.P. | 104,595 | $6.58M | 0.29% | +50,893+94.8% | Added |
| Bridgeway Capital Management, LLC | 102,900 | $6.47M | 0.14% | −7,700−7.0% | Reduced |
| Kestrel Investment Management Corp | 104,050 | $6.44M | 4.33% | +5,600+5.7% | Added |
| AQR Capital Management LLC | 101,743 | $6.40M | 0.01% | −20,061−16.5% | Reduced |
| Ci Investments Inc. | 89,782 | $5.64M | 0.02% | +20.0% | Added |
| S&T Bank | 87,526 | $5.50M | 1.44% | −6,722−7.1% | Reduced |
| UBS Asset Management Americas Inc | 87,406 | $5.50M | 0.00% | −13,696−13.5% | Reduced |
| Rice Hall James & Associates, LLC | 78,831 | $4.96M | 0.27% | −255,056−76.4% | Reduced |
| Thrivent Financial for Lutherans | 78,249 | $4.92M | 0.01% | −2,716−3.4% | Reduced |
| Quantbot Technologies LP | 75,315 | $4.74M | 0.19% | +28,526+61.0% | Added |
| SEI Investments Co | 70,505 | $4.43M | 0.01% | +4,985+7.6% | Added |
| Alliancebernstein L.P. | 70,353 | $4.42M | 0.00% | −310.0% | Reduced |
| Guggenheim Capital LLC | 65,246 | $4.10M | 0.03% | +596+0.9% | Added |
| Great West Life Assurance Co | 62,182 | $3.91M | 0.01% | +994+1.6% | Added |
| Wells Fargo & Company | 61,834 | $3.89M | 0.00% | +21,174+52.1% | Added |
| Squarepoint Ops LLC | 61,784 | $3.88M | 0.01% | +29,601+92.0% | Added |
| Kennedy Capital Management, Inc. | 60,091 | $3.78M | 0.08% | −9,483−13.6% | Reduced |
| First Trust Advisors LP | 57,253 | $3.60M | 0.00% | −13,049−18.6% | Reduced |
| Epoch Investment Partners, Inc. | 56,188 | $3.53M | 0.02% | +13,284+31.0% | Added |
| Tudor Investment Corp Et Al | 53,704 | $3.38M | 0.04% | +21,150+65.0% | Added |
| California State Teachers Retirement System | 51,232 | $3.22M | 0.00% | −1,553−2.9% | Reduced |
| Janus Henderson Group PLC | 49,972 | $3.14M | 0.00% | −2,907−5.5% | Reduced |
| Renaissance Group LLC | 46,491 | $2.92M | 0.12% | +46,491 | New |
| Quantedge Capital Pte Ltd | 46,000 | $2.89M | 0.86% | +8,400+22.3% | Added |
| Axiom Advisory, LLC | 43,264 | $2.84M | 0.03% | +676+1.6% | Added |
| National Asset Management, Inc. | 44,370 | $2.71M | 0.08% | −220.0% | Reduced |
| New York State Teachers Retirement System | 42,847 | $2.69M | 0.01% | +348+0.8% | Added |
| Cubist Systematic Strategies, LLC | 41,981 | $2.64M | 0.04% | +38,083+977.0% | Added |
| BNP Paribas Arbitrage, SA | 41,521 | $2.61M | 0.00% | +27,792+202.4% | Added |
| Colony Group, LLC | 41,299 | $2.60M | 0.01% | +41,299 | New |
| Connors Investor Services Inc | 40,756 | $2.56M | 0.25% | −946−2.3% | Reduced |
| Jane Street Group, LLC | 39,205 | $2.47M | 0.00% | −40,793−51.0% | Reduced |
| Deutsche Bank AG | 38,059 | $2.39M | 0.00% | +8,685+29.6% | Added |
| Jefferies Financial Group Inc. | 37,800 | $2.38M | 0.04% | +37,800 | New |
| Envestnet Asset Management Inc | 36,242 | $2.28M | 0.00% | +7,109+24.4% | Added |
| Price T Rowe Associates Inc | 35,214 | $2.21M | 0.00% | +1,051+3.1% | Added |