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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $189 | 0.00% | +3 | New |
| Claris Advisors, LLC | 4 | $252 | 0.00% | +4 | New |
| Mendota Financial Group, LLC | 4 | $252 | 0.00% | +4 | New |
| Northwestern Mutual Wealth Management Co | 5 | $314 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $440 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $755 | 0.00% | −1−7.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $818 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 21 | $1.32K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 43 | $2.00K | 0.00% | +43 | New |
| Creekmur Asset Management LLC | 34 | $2.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $2.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 45 | $2.83K | 0.00% | +45 | New |
| Principal Securities, Inc. | 48 | $3.02K | 0.00% | +23+92.0% | Added |
| GWM Advisors LLC | 50 | $3.14K | 0.00% | +50 | New |
| Colonial Trust Co | 54 | $3.36K | 0.00% | +54 | New |
| CoreCap Advisors, LLC | 55 | $3.46K | 0.00% | +4+7.8% | Added |
| JFS Wealth Advisors, LLC | 62 | $3.90K | 0.00% | +2+3.3% | Added |
| EverSource Wealth Advisors, LLC | 64 | $4.02K | 0.00% | +22+52.4% | Added |
| Rothschild Investment LLC | 65 | $4.09K | 0.00% | +40+160.0% | Added |
| Mather Group, LLC. | 74 | $4.65K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $4.84K | 0.00% | −1−1.3% | Reduced |
| Lindbrook Capital, LLC | 79 | $4.97K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 81 | $5.09K | 0.00% | +1+1.3% | Added |
| Capital Performance Advisors LLP | 86 | $5.41K | 0.00% | +86 | New |
| GeoWealth Management, LLC | 94 | $5.91K | 0.00% | +94 | New |
| Bessemer Group Inc | 95 | $6.00K | 0.00% | +95 | New |
| IFP Advisors, Inc | 96 | $6.04K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $6.29K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 111 | $6.98K | 0.00% | +111 | New |
| Headlands Technologies LLC | 119 | $7.48K | 0.00% | +119 | New |
| Bokf, NA | 124 | $7.50K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 128 | $8.05K | 0.00% | +65+103.2% | Added |
| Signaturefd, LLC | 160 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $10.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 198 | $12.4K | 0.00% | +39+24.5% | Added |
| LGT Financial Advisors LLC | 204 | $12.8K | 0.03% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 209 | $13.0K | 0.00% | +209 | New |
| Global Retirement Partners, LLC | 245 | $15.4K | 0.00% | +5+2.1% | Added |
| Whittier Trust Co of Nevada Inc | 252 | $15.8K | 0.00% | +252 | New |
| Smartleaf Asset Management LLC | 287 | $17.9K | 0.00% | +125+77.2% | Added |
| Ronald Blue Trust, Inc. | 316 | $18.1K | 0.00% | +284+887.5% | Added |
| Armstrong Advisory Group, Inc | 292 | $18.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 296 | $18.6K | 0.00% | −135−31.3% | Reduced |
| Nomura Asset Management Co Ltd | 310 | $19.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 324 | $20.4K | 0.00% | +16+5.2% | Added |
| Parallel Advisors, LLC | 364 | $22.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 379 | $23.8K | 0.00% | +29+8.3% | Added |
| PrairieView Partners, LLC | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 412 | $25.9K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 426 | $26.8K | 0.01% | +426 | New |
| Quarry LP | 463 | $29.1K | 0.01% | −999−68.3% | Reduced |
| Quadrant Capital Group LLC | 471 | $29.6K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 504 | $31.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 577 | $36.3K | 0.00% | −55−8.7% | Reduced |
| TD Waterhouse Canada Inc. | 628 | $38.0K | 0.00% | +563+866.2% | Added |
| Clearstead Advisors, LLC | 642 | $40.4K | 0.00% | −52−7.5% | Reduced |
| Farther Finance Advisors, LLC | 648 | $40.7K | 0.00% | +582+881.8% | Added |
| Ashton Thomas Securities, LLC | 653 | $41.1K | 0.01% | +653 | New |
| Proequities, Inc. | 675 | $42.4K | 0.00% | +675 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 810 | $50.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 815 | $51.2K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 830 | $52.2K | 0.04% | −25−2.9% | Reduced |
| Oarsman Capital, Inc. | 831 | $52.3K | 0.01% | +831 | New |
| GAMMA Investing LLC | 982 | $61.7K | 0.01% | +308+45.7% | Added |
| US Bancorp | 1,029 | $64.7K | 0.00% | +787+325.2% | Added |
| Acadian Asset Management LLC | 1,117 | $70.0K | 0.00% | +1,117 | New |
| Oakworth Capital, Inc. | 1,305 | $82.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,442 | $90.7K | 0.01% | +131+10.0% | Added |
| KBC Group NV | 1,605 | $101.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,832 | $115.0K | 0.07% | −224−10.9% | Reduced |
| Advisors Asset Management, Inc. | 1,961 | $123.3K | 0.00% | +496+33.9% | Added |
| National Bank of Canada | 2,186 | $137.5K | 0.00% | −55−2.5% | Reduced |
| Point72 (DIFC) Ltd | 2,245 | $141.1K | 0.01% | +2,245 | New |
| Simplex Trading, LLC | 2,480 | $155.0K | 0.01% | +2,480 | New |
| Palouse Capital Management, Inc. | 2,481 | $156.0K | 0.10% | −44−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,582 | $162.4K | 0.00% | +100+4.0% | Added |
| STRS Ohio | 2,700 | $169.8K | 0.00% | +700+35.0% | Added |
| Huntington National Bank | 2,723 | $171.2K | 0.00% | −254−8.5% | Reduced |
| Venturi Wealth Management, LLC | 3,000 | $188.6K | 0.01% | +3,000 | New |
| Corton Capital Inc. | 3,213 | $202.0K | 0.10% | +3,213 | New |
| Twinbeech Capital LP | 3,307 | $207.9K | 0.00% | +3,307 | New |
| CWM, LLC | 3,359 | $211.0K | 0.00% | −1,849−35.5% | Reduced |
| MML Investors Services, LLC | 3,373 | $212.0K | 0.00% | +3,373 | New |
| Graham Capital Management, L.P. | 3,379 | $212.5K | 0.01% | −19,466−85.2% | Reduced |
| Pensionmark Financial Group, LLC | 3,521 | $221.4K | 0.01% | +3,521 | New |
| Mackenzie Financial Corp | 3,525 | $221.7K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,600 | $226.4K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,643 | $229.1K | 0.00% | +3,643 | New |
| Raymond James Trust N.A. | 3,659 | $230.1K | 0.01% | +3,659 | New |
| Atria Wealth Solutions, Inc. | 3,718 | $233.8K | 0.00% | −935−20.1% | Reduced |
| Cresset Asset Management, LLC | 3,793 | $238.5K | 0.00% | +3,793 | New |
| Versor Investments LP | 3,800 | $238.9K | 0.04% | −5,000−56.8% | Reduced |
| Crossmark Global Holdings, Inc. | 3,836 | $241.0K | 0.00% | +162+4.4% | Added |
| Penserra Capital Management LLC | 3,857 | $242.0K | 0.01% | +3,857 | New |
| Cornercap Investment Counsel Inc | 3,897 | $245.0K | 0.07% | −23,986−86.0% | Reduced |
| Bourgeon Capital Management LLC | 4,000 | $251.5K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,885 | $258.9K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 4,161 | $261.6K | 0.00% | +418+11.2% | Added |
| Csenge Advisory Group | 4,081 | $261.7K | 0.01% | +4,081 | New |