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 |
|---|---|---|---|---|---|
| Vestcor Inc | 4,405 | $277.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,413 | $277.0K | 0.02% | +4,413 | New |
| Cim Investment Mangement Inc | 4,416 | $277.7K | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,503 | $283.1K | 0.00% | +4,503 | New |
| Cambria Investment Management, L.P. | 4,524 | $284.5K | 0.02% | +4,524 | New |
| CIBC Private Wealth Group, LLC | 4,625 | $290.8K | 0.00% | −100−2.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,631 | $291.2K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,642 | $292.0K | 0.00% | −2,728−37.0% | Reduced |
| Carmel Capital Partners, LLC | 4,682 | $294.4K | 0.11% | −119−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,709 | $296.2K | 0.00% | −238−4.8% | Reduced |
| Choate Investment Advisors | 4,759 | $299.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,988 | $313.6K | 0.00% | −19−0.4% | Reduced |
| AlphaMark Advisors, LLC | 5,091 | $320.0K | 0.11% | −438−7.9% | Reduced |
| nVerses Capital, LLC | 5,100 | $320.7K | 0.15% | +2,400+88.9% | Added |
| Aigen Investment Management, LP | 5,155 | $324.1K | 0.06% | +5,155 | New |
| Cetera Trust Company, N.A | 5,265 | $331.1K | 0.20% | 00.0% | Unchanged |
| Quest Partners LLC | 5,291 | $332.7K | 0.03% | −278−5.0% | Reduced |
| Wesbanco Bank Inc | 5,300 | $333.3K | 0.01% | +5,300 | New |
| Mercer Global Advisors Inc | 5,345 | $334.1K | 0.00% | +54+1.0% | Added |
| Ameritas Investment Partners, Inc. | 5,463 | $343.5K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,528 | $347.6K | 0.00% | −1,283−18.8% | Reduced |
| Xponance, Inc. | 5,597 | $351.9K | 0.00% | −926−14.2% | Reduced |
| Mariner, LLC | 5,858 | $368.3K | 0.00% | +1,114+23.5% | Added |
| Tower Research Capital LLC (TRC) | 5,864 | $368.7K | 0.01% | −25,736−81.4% | Reduced |
| Profund Advisors LLC | 5,920 | $372.3K | 0.01% | +1,010+20.6% | Added |
| Savant Capital, LLC | 6,034 | $379.4K | 0.00% | +35+0.6% | Added |
| Occudo Quantitative Strategies LP | 6,045 | $380.1K | 0.07% | +6,045 | New |
| James Investment Research Inc | 6,173 | $388.2K | 0.04% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 6,360 | $399.9K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,424 | $403.9K | 0.00% | −441−6.4% | Reduced |
| Walleye Capital LLC | 6,439 | $404.9K | 0.00% | −7,500−53.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,548 | $411.7K | 0.03% | −150−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,553 | $412.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 6,795 | $427.3K | 0.00% | −527−7.2% | Reduced |
| HSBC Holdings PLC | 6,860 | $434.4K | 0.00% | −871−11.3% | Reduced |
| Stifel Financial Corp | 7,069 | $444.5K | 0.00% | −71−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 7,073 | $444.8K | 0.00% | −39−0.5% | Reduced |
| Cetera Investment Advisers | 7,155 | $449.9K | 0.00% | +1,747+32.3% | Added |
| SG Americas Securities, LLC | 7,344 | $462.0K | 0.00% | −24,780−77.1% | Reduced |
| Advantage Alpha Capital Partners LP | 7,510 | $472.2K | 0.11% | +591+8.5% | Added |
| Dark Forest Capital Management LP | 7,609 | $478.5K | 0.06% | +7,609 | New |
| Pinnacle Associates Ltd | 9,100 | $496.9K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 7,968 | $501.0K | 0.00% | −106−1.3% | Reduced |
| Mutual of America Capital Management LLC | 8,139 | $511.8K | 0.01% | −195−2.3% | Reduced |
| Jones Financial Companies LLLP | 8,233 | $512.8K | 0.00% | +138+1.7% | Added |
| Quantinno Capital Management LP | 8,167 | $513.5K | 0.01% | +37+0.5% | Added |
| Verition Fund Management LLC | 8,337 | $524.2K | 0.00% | −12,745−60.5% | Reduced |
| Everence Capital Management Inc | 8,590 | $540.0K | 0.03% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 8,721 | $543.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,880 | $558.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 9,194 | $578.1K | 0.02% | +9,194 | New |
| Handelsbanken Fonder AB | 9,995 | $628.0K | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 10,000 | $628.8K | 0.42% | −20,943−67.7% | Reduced |
| Truist Financial Corp | 10,114 | $636.0K | 0.00% | −10,403−50.7% | Reduced |
| Great Lakes Advisors, LLC | 10,542 | $662.9K | 0.01% | +66+0.6% | Added |
| Sterling Capital Management LLC | 10,550 | $663.4K | 0.01% | +10,550 | New |
| Wolverine Trading, LLC | 10,743 | $669.1K | 0.02% | +10,743 | New |
| Hancock Whitney Corp | 10,931 | $687.3K | 0.02% | +142+1.3% | Added |
| Teacher Retirement System of Texas | 11,138 | $700.0K | 0.00% | −4,942−30.7% | Reduced |
| Nisa Investment Advisors, LLC | 11,321 | $711.9K | 0.00% | −240−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,388 | $716.1K | 0.00% | −826−6.8% | Reduced |
| ProShare Advisors LLC | 11,391 | $716.3K | 0.00% | +3,044+36.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,568 | $727.4K | 0.00% | +643+5.9% | Added |
| Aquatic Capital Management LLC | 11,800 | $742.0K | 0.02% | −6,500−35.5% | Reduced |
| Advisory Research Inc | 12,060 | $758.3K | 0.13% | +12,060 | New |
| Cerity Partners LLC | 12,251 | $770.3K | 0.00% | +2,619+27.2% | Added |
| CWM Advisors, LLC | 12,662 | $796.2K | 0.08% | +12,662 | New |
| Empowered Funds, LLC | 12,718 | $799.7K | 0.01% | +12,718 | New |
| Oregon Public Employees Retirement Fund | 12,759 | $802.3K | 0.02% | +416+3.4% | Added |
| Two Sigma Securities, LLC | 13,180 | $828.8K | 0.07% | −9,402−41.6% | Reduced |
| SummerHaven Investment Management, LLC | 13,180 | $828.8K | 0.51% | −4,465−25.3% | Reduced |
| Keel Point, LLC | 13,298 | $836.2K | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 13,301 | $836.4K | 0.05% | +13,301 | New |
| State of Tennessee, Treasury Department | 13,303 | $836.5K | 0.00% | −9,862−42.6% | Reduced |
| Credit Agricole S A | 13,610 | $855.8K | 0.00% | +13,610 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 13,642 | $858.0K | 0.01% | −846−5.8% | Reduced |
| Engineers Gate Manager LP | 13,680 | $860.2K | 0.02% | +2,685+24.4% | Added |
| TD Asset Management Inc | 14,443 | $899.5K | 0.00% | +14,443 | New |
| Federated Hermes, Inc. | 14,462 | $909.4K | 0.00% | +14,322+10,230.0% | Added |
| Balyasny Asset Management LLC | 14,621 | $919.4K | 0.00% | +14,621 | New |
| Exchange Traded Concepts, LLC | 14,801 | $930.7K | 0.02% | −2,224−13.1% | Reduced |
| CCG Wealth Management, LLC | 15,200 | $955.8K | 0.53% | −39,000−72.0% | Reduced |
| Aviso Financial Inc. | 15,508 | $975.1K | 0.05% | −655−4.1% | Reduced |
| Arizona State Retirement System | 15,584 | $979.9K | 0.01% | +452+3.0% | Added |
| Amalgamated Bank | 15,956 | $1.00M | 0.01% | +322+2.1% | Added |
| Victory Capital Management Inc | 15,958 | $1.00M | 0.00% | −84,261−84.1% | Reduced |
| Quadrature Capital Ltd | 16,034 | $1.01M | 0.02% | +10,355+182.3% | Added |
| State Board of Administration of Florida Retirement System | 16,162 | $1.02M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,374 | $1.03M | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 16,367 | $1.03M | 0.00% | −221−1.3% | Reduced |
| New York State Common Retirement Fund | 16,962 | $1.07M | 0.00% | −6,300−27.1% | Reduced |
| Trexquant Investment LP | 17,403 | $1.09M | 0.01% | −52,412−75.1% | Reduced |
| Voya Investment Management LLC | 17,715 | $1.11M | 0.00% | −307−1.7% | Reduced |
| Maryland State Retirement & Pension System | 18,275 | $1.15M | 0.02% | +598+3.4% | Added |
| Russell Investments Group, Ltd. | 18,317 | $1.15M | 0.00% | −3,906−17.6% | Reduced |
| Gsa Capital Partners LLP | 18,434 | $1.16M | 0.09% | +18,434 | New |
| Ridgewood Investments LLC | 18,476 | $1.16M | 0.58% | −562−3.0% | Reduced |
| Summit Global Investments | 19,681 | $1.24M | 0.08% | +482+2.5% | Added |
| Comerica Bank | 19,794 | $1.24M | 0.00% | −80−0.4% | Reduced |
| Wakefield Asset Management LLLP | 20,123 | $1.27M | 0.41% | −313−1.5% | Reduced |