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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; 387 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.

Q3 2024 vs. Q2 2024

How the institutions holding Axos Financial, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of AX: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders3182335+19
Shares48.8M8.24M47.8M+7.29M (+18.0%)
Value$2.79B$471.0M$3.01B+$691.3M (+29.9%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (57)

Institutions that held Axos Financial, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to AX in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.8,352,591$525.2M0.01%
Renaissance Group LLC46,491$2.92M0.12%
Colony Group, LLC41,299$2.60M0.01%
Jefferies Financial Group Inc.37,800$2.38M0.04%
Numerai GP LLC26,230$1.65M0.44%
B. Metzler seel. Sohn & Co. Holding AG26,095$1.64M0.02%
NFJ Investment Group, LLC25,873$1.63M0.05%
Dynamic Technology Lab Private Ltd22,926$1.44M0.15%
Gsa Capital Partners LLP18,434$1.16M0.09%
Balyasny Asset Management LLC14,621$919.4K0.00%
TD Asset Management Inc14,443$899.5K0.00%
Credit Agricole S A13,610$855.8K0.00%
Y-Intercept (Hong Kong) Ltd13,301$836.4K0.05%
Empowered Funds, LLC12,718$799.7K0.01%
CWM Advisors, LLC12,662$796.2K0.08%
Advisory Research Inc12,060$758.3K0.13%
Wolverine Trading, LLC10,743$669.1K0.02%
Sterling Capital Management LLC10,550$663.4K0.01%
Group One Trading, L.P.9,194$578.1K0.02%
Dark Forest Capital Management LP7,609$478.5K0.06%
Occudo Quantitative Strategies LP6,045$380.1K0.07%
Wesbanco Bank Inc5,300$333.3K0.01%
Aigen Investment Management, LP5,155$324.1K0.06%
Cambria Investment Management, L.P.4,524$284.5K0.02%
Marshall Wace, LLP4,503$283.1K0.00%
Virtu Financial LLC4,413$277.0K0.02%
Csenge Advisory Group4,081$261.7K0.01%
Penserra Capital Management LLC3,857$242.0K0.01%
Cresset Asset Management, LLC3,793$238.5K0.00%
Raymond James Trust N.A.3,659$230.1K0.01%
TownSquare Capital, LLC3,643$229.1K0.00%
Pensionmark Financial Group, LLC3,521$221.4K0.01%
MML Investors Services, LLC3,373$212.0K0.00%
Twinbeech Capital LP3,307$207.9K0.00%
Corton Capital Inc.3,213$202.0K0.10%
Venturi Wealth Management, LLC3,000$188.6K0.01%
Simplex Trading, LLC2,480$155.0K0.01%
Point72 (DIFC) Ltd2,245$141.1K0.01%
Acadian Asset Management LLC1,117$70.0K0.00%
Oarsman Capital, Inc.831$52.3K0.01%
Proequities, Inc.675$42.4K0.00%
Ashton Thomas Securities, LLC653$41.1K0.01%
Kathleen S. Wright Associates Inc.426$26.8K0.01%
Whittier Trust Co of Nevada Inc252$15.8K0.00%
Harbor Capital Advisors, Inc.209$13.0K0.00%
Headlands Technologies LLC119$7.48K0.00%
Geneos Wealth Management Inc.111$6.98K0.00%
Bessemer Group Inc95$6.00K0.00%
GeoWealth Management, LLC94$5.91K0.00%
Capital Performance Advisors LLP86$5.41K0.00%
Colonial Trust Co54$3.36K0.00%
GWM Advisors LLC50$3.14K0.00%
True Wealth Design, LLC45$2.83K0.00%
Hemington Wealth Management43$2.00K0.00%
Claris Advisors, LLC4$2520.00%
Mendota Financial Group, LLC4$2520.00%
Abound Wealth Management3$1890.00%

Sold out (38)

Institutions that held Axos Financial, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of AX in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
M&G Plc171,740$9.79M
Segall Bryant & Hamill, LLC104,669$5.98M
HRT Financial LP57,353$3.28M
Globeflex Capital L P42,191$2.41M
Maverick Capital LtdSuperinvestorMaverick Capital36,200$2.07M
Toroso Investments, LLC28,675$1.64M
Heartland Advisors Inc25,539$1.46M
Jackson Creek Investment Advisors LLC20,178$1.15M
AXS Investments LLC19,053$1.09M
Bayesian Capital Management, LP18,405$1.05M
Brevan Howard Capital Management LP16,998$971.4K
Centiva Capital, LP14,697$839.9K
Point72 Asset Management, L.P.10,860$620.6K
Bayview Asset Management, LLC10,000$571.5K
Pearl River Capital, LLC9,779$558.9K
Caxton Associates LP9,153$523.1K
Jump Financial, LLC8,030$458.9K
Point72 Asia (Singapore) Pte. Ltd.6,348$362.8K
XTX Topco Ltd6,188$353.6K
Foundry Partners, LLC5,779$330.3K
Lido Advisors, LLC5,178$295.9K
Prelude Capital Management, LLC5,172$295.6K
Alpha Cubed Investments, LLC5,020$286.9K
Keebeck Alpha, LP4,745$271.2K
Connor, Clark & Lunn Investment Management Ltd.4,562$260.7K
Legato Capital Management LLC4,135$236.3K
Ashton Thomas Private Wealth, LLC3,144$179.7K
Picton Mahoney Asset Management2,894$166.0K
Catalyst Funds Management Pty Ltd1,500$85.7K
C M Bidwell & Associates Ltd1,030$58.9K
Annis Gardner Whiting Capital Advisors, LLC473$27.0K
Redwood Wealth Management Group, LLC189$10.8K
Newbridge Financial Services Group, Inc.110$6.29K
Tucker Asset Management LLC81$4.63K
Main Street Group, LTD50$2.87K
Scarborough Advisors, LLC50$2.86K
Sachetta, LLC28$2.21K
Innealta Capital, LLC2$114

Not filed for Q3 2024 yet (2)

Institutions that held Axos Financial, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.8,193,599$468.3M
Gratus Capital LLC48,393$2.77M