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 |
|---|---|---|---|---|---|
| Avenir Corp | 20,790 | $1.31M | 0.13% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 20,877 | $1.31M | 0.01% | +540+2.7% | Added |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.32M | 0.16% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 21,030 | $1.32M | 0.00% | +2,727+14.9% | Added |
| DekaBank Deutsche Girozentrale | 22,226 | $1.38M | 0.00% | +431+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 22,092 | $1.39M | 0.01% | −40−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,926 | $1.44M | 0.15% | +22,926 | New |
| LPL Financial LLC | 24,122 | $1.52M | 0.00% | −2,019−7.7% | Reduced |
| Capital Fund Management S.A. | 24,824 | $1.56M | 0.02% | −51,840−67.6% | Reduced |
| D.A. Davidson & Co. | 24,871 | $1.56M | 0.01% | −431−1.7% | Reduced |
| NFJ Investment Group, LLC | 25,873 | $1.63M | 0.05% | +25,873 | New |
| Schonfeld Strategic Advisors LLC | 25,999 | $1.63M | 0.01% | +3,030+13.2% | Added |
| GTS Securities LLC | 26,071 | $1.64M | 0.03% | +5,477+26.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 26,095 | $1.64M | 0.02% | +6,508+33.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 26,095 | $1.64M | 0.02% | +26,095 | New |
| Louisiana State Employees Retirement System | 26,200 | $1.65M | 0.03% | +700+2.7% | Added |
| Numerai GP LLC | 26,230 | $1.65M | 0.44% | +26,230 | New |
| Ensign Peak Advisors, Inc | 26,247 | $1.65M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 26,816 | $1.69M | 0.00% | −38,300−58.8% | Reduced |
| Van Hulzen Asset Management, LLC | 27,345 | $1.72M | 0.12% | +896+3.4% | Added |
| Intech Investment Management LLC | 27,441 | $1.73M | 0.02% | +11,674+74.0% | Added |
| Sanctuary Advisors, LLC | 20,631 | $1.75M | 0.01% | +10,252+98.8% | Added |
| State of New Jersey Common Pension Fund D | 28,806 | $1.81M | 0.01% | −6,023−17.3% | Reduced |
| Illinois Municipal Retirement Fund | 29,720 | $1.87M | 0.03% | +2,031+7.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 29,903 | $1.88M | 0.00% | +2,244+8.1% | Added |
| State of Alaska, Department of Revenue | 30,883 | $1.94M | 0.02% | +1,115+3.7% | Added |
| Susquehanna International Group, LLP | 30,989 | $1.95M | 0.00% | −56,143−64.4% | Reduced |
| Redwood Investments, LLC | 31,045 | $1.95M | 0.58% | −7,269−19.0% | Reduced |
| Corebridge Financial, Inc. | 31,347 | $1.97M | 0.01% | −186−0.6% | Reduced |
| MetLife Investment Management | 31,518 | $1.98M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 31,977 | $2.01M | 0.00% | +1,111+3.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 32,600 | $2.05M | 0.11% | +6,400+24.4% | Added |
| Bank of Montreal | 33,633 | $2.09M | 0.00% | −6,971−17.2% | Reduced |
| Formula Growth Ltd | 33,624 | $2.11M | 0.73% | 00.0% | Unchanged |
| Argent Capital Management LLC | 34,039 | $2.14M | 0.06% | +25,665+306.5% | Added |
| Price T Rowe Associates Inc | 35,214 | $2.21M | 0.00% | +1,051+3.1% | Added |
| Envestnet Asset Management Inc | 36,242 | $2.28M | 0.00% | +7,109+24.4% | Added |
| Jefferies Financial Group Inc. | 37,800 | $2.38M | 0.04% | +37,800 | New |
| Deutsche Bank AG | 38,059 | $2.39M | 0.00% | +8,685+29.6% | Added |
| Jane Street Group, LLC | 39,205 | $2.47M | 0.00% | −40,793−51.0% | Reduced |
| Connors Investor Services Inc | 40,756 | $2.56M | 0.25% | −946−2.3% | Reduced |
| Colony Group, LLC | 41,299 | $2.60M | 0.01% | +41,299 | New |
| BNP Paribas Arbitrage, SA | 41,521 | $2.61M | 0.00% | +27,792+202.4% | Added |
| Cubist Systematic Strategies, LLC | 41,981 | $2.64M | 0.04% | +38,083+977.0% | Added |
| New York State Teachers Retirement System | 42,847 | $2.69M | 0.01% | +348+0.8% | Added |
| National Asset Management, Inc. | 44,370 | $2.71M | 0.08% | −220.0% | Reduced |
| Axiom Advisory, LLC | 43,264 | $2.84M | 0.03% | +676+1.6% | Added |
| Quantedge Capital Pte Ltd | 46,000 | $2.89M | 0.86% | +8,400+22.3% | Added |
| Renaissance Group LLC | 46,491 | $2.92M | 0.12% | +46,491 | New |
| Janus Henderson Group PLC | 49,972 | $3.14M | 0.00% | −2,907−5.5% | Reduced |
| California State Teachers Retirement System | 51,232 | $3.22M | 0.00% | −1,553−2.9% | Reduced |
| Tudor Investment Corp Et Al | 53,704 | $3.38M | 0.04% | +21,150+65.0% | Added |
| Epoch Investment Partners, Inc. | 56,188 | $3.53M | 0.02% | +13,284+31.0% | Added |
| First Trust Advisors LP | 57,253 | $3.60M | 0.00% | −13,049−18.6% | Reduced |
| Kennedy Capital Management, Inc. | 60,091 | $3.78M | 0.08% | −9,483−13.6% | Reduced |
| Squarepoint Ops LLC | 61,784 | $3.88M | 0.01% | +29,601+92.0% | Added |
| Wells Fargo & Company | 61,834 | $3.89M | 0.00% | +21,174+52.1% | Added |
| Great West Life Assurance Co | 62,182 | $3.91M | 0.01% | +994+1.6% | Added |
| Guggenheim Capital LLC | 65,246 | $4.10M | 0.03% | +596+0.9% | Added |
| Alliancebernstein L.P. | 70,353 | $4.42M | 0.00% | −310.0% | Reduced |
| SEI Investments Co | 70,505 | $4.43M | 0.01% | +4,985+7.6% | Added |
| Quantbot Technologies LP | 75,315 | $4.74M | 0.19% | +28,526+61.0% | Added |
| Thrivent Financial for Lutherans | 78,249 | $4.92M | 0.01% | −2,716−3.4% | Reduced |
| Rice Hall James & Associates, LLC | 78,831 | $4.96M | 0.27% | −255,056−76.4% | Reduced |
| UBS Asset Management Americas Inc | 87,406 | $5.50M | 0.00% | −13,696−13.5% | Reduced |
| S&T Bank | 87,526 | $5.50M | 1.44% | −6,722−7.1% | Reduced |
| Ci Investments Inc. | 89,782 | $5.64M | 0.02% | +20.0% | Added |
| AQR Capital Management LLC | 101,743 | $6.40M | 0.01% | −20,061−16.5% | Reduced |
| Kestrel Investment Management Corp | 104,050 | $6.44M | 4.33% | +5,600+5.7% | Added |
| Bridgeway Capital Management, LLC | 102,900 | $6.47M | 0.14% | −7,700−7.0% | Reduced |
| Edgestream Partners, L.P. | 104,595 | $6.58M | 0.29% | +50,893+94.8% | Added |
| Swiss National Bank | 105,700 | $6.65M | 0.00% | −600−0.6% | Reduced |
| Renaissance Technologies LLC | 108,800 | $6.84M | 0.01% | +19,963+22.5% | Added |
| Raymond James & Associates | 109,964 | $6.91M | 0.00% | +25,158+29.7% | Added |
| Scout Investments, Inc. | 108,497 | $6.96M | 0.18% | −17,526−13.9% | Reduced |
| Royal Bank of Canada | 111,148 | $6.99M | 0.00% | −8,362−7.0% | Reduced |
| Public Sector Pension Investment Board | 114,869 | $7.22M | 0.04% | +3,300+3.0% | Added |
| Royce & Associates LP | 117,003 | $7.36M | 0.07% | −11,207−8.7% | Reduced |
| UBS Group AG | 121,715 | $7.65M | 0.00% | −5,573−4.4% | Reduced |
| Rafferty Asset Management, LLC | 132,584 | $8.34M | 0.03% | −24,079−15.4% | Reduced |
| Lord, Abbett & Co. LLC | 134,388 | $8.45M | 0.03% | −23,152−14.7% | Reduced |
| Orchard Capital Managment, LLC | 137,472 | $8.57M | 2.95% | −18,047−11.6% | Reduced |
| Lazard Asset Management LLC | 141,667 | $8.91M | 0.01% | −155,953−52.4% | Reduced |
| Barclays PLC | 142,715 | $8.97M | 0.00% | +35,087+32.6% | Added |
| Prudential Financial Inc | 142,884 | $8.98M | 0.01% | −11,951−7.7% | Reduced |
| Ategra Capital Management, LLC | 144,842 | $9.11M | 6.63% | −101,395−41.2% | Reduced |
| State of Wisconsin Investment Board | 144,958 | $9.11M | 0.02% | +3,100+2.2% | Added |
| Franklin Resources Inc | 143,333 | $9.30M | 0.00% | −30,894−17.7% | Reduced |
| Legal & General Group Plc | 148,487 | $9.34M | 0.00% | +5,482+3.8% | Added |
| Citigroup Inc | 151,151 | $9.50M | 0.01% | +4,672+3.2% | Added |
| Gator Capital Management, LLC | 153,180 | $9.63M | 4.26% | −4,000−2.5% | Reduced |
| Brandywine Global Investment Management, LLC | 152,141 | $9.87M | 0.07% | −4,200−2.7% | Reduced |
| Algert Global LLC | 158,617 | $9.97M | 0.27% | −24,735−13.5% | Reduced |
| TCW Group Inc | 163,400 | $10.3M | 0.09% | −52,700−24.4% | Reduced |
| Rhumbline Advisers | 165,003 | $10.4M | 0.01% | −2,531−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 175,168 | $11.0M | 0.02% | −64,613−26.9% | Reduced |
| Qube Research & Technologies Ltd | 200,808 | $12.6M | 0.02% | +198,591+8,957.6% | Added |
| First Eagle Investment Management, LLC | 205,372 | $12.9M | 0.03% | −8,200−3.8% | Reduced |
| Citadel Advisors LLC | 234,371 | $14.7M | 0.02% | −1,147,531−83.0% | Reduced |
| Bank of America Corp | 237,750 | $14.9M | 0.00% | +49,408+26.2% | Added |