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 |
|---|---|---|---|---|---|
| Pembroke Management, LTD | 239,910 | $15.1M | 1.92% | −68,989−22.3% | Reduced |
| D. E. Shaw & Co., Inc. | 243,749 | $15.3M | 0.02% | −95,299−28.1% | Reduced |
| Two Sigma Investments, LP | 254,709 | $16.0M | 0.04% | −90,086−26.1% | Reduced |
| Basswood Capital Management, L.L.C. | 258,937 | $16.3M | 0.84% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 281,658 | $17.7M | 0.00% | +32,095+12.9% | Added |
| Stieven Capital Advisors, L.P. | 285,333 | $17.9M | 3.39% | −43,100−13.1% | Reduced |
| Millennium Management LLC | 315,291 | $19.8M | 0.02% | −51,960−14.1% | Reduced |
| Principal Financial Group Inc | 320,717 | $20.2M | 0.01% | +70,017+27.9% | Added |
| Bragg Financial Advisors, Inc | 396,336 | $24.9M | 1.03% | +1,686+0.4% | Added |
| Emerald Mutual Fund Advisers Trust | 422,460 | $26.6M | 1.38% | +40,184+10.5% | Added |
| Arrowstreet Capital, Limited Partnership | 426,743 | $26.8M | 0.02% | −15,604−3.5% | Reduced |
| Shaker Investments LLC | 439,653 | $27.6M | 11.52% | −20,347−4.4% | Reduced |
| Invesco Ltd. | 453,031 | $28.5M | 0.01% | +162,598+56.0% | Added |
| Loomis Sayles & Co L P | 453,425 | $28.5M | 0.04% | +39,091+9.4% | Added |
| Bank of New York Mellon Corp | 453,998 | $28.5M | 0.01% | −46,485−9.3% | Reduced |
| Voloridge Investment Management, LLC | 469,471 | $29.5M | 0.11% | +3,054+0.7% | Added |
| Emerald Advisers, LLC | 505,544 | $31.8M | 1.23% | +63,458+14.4% | Added |
| Jarislowsky, Fraser Ltd | 614,338 | $38.6M | 0.22% | −19,703−3.1% | Reduced |
| Ameriprise Financial Inc | 623,308 | $39.2M | 0.01% | +79,600+14.6% | Added |
| Goldman Sachs Group Inc | 628,317 | $39.5M | 0.01% | +1,926+0.3% | Added |
| Charles Schwab Investment Management Inc | 672,842 | $42.3M | 0.01% | −8,545−1.3% | Reduced |
| Morgan Stanley | 694,594 | $43.7M | 0.00% | +20,300+3.0% | Added |
| Geneva Capital Management LLC | 708,520 | $44.6M | 0.74% | +1,976+0.3% | Added |
| Northern Trust Corp | 709,630 | $44.6M | 0.01% | +6,837+1.0% | Added |
| Nuveen Asset Management, LLC | 714,846 | $44.9M | 0.01% | −138,196−16.2% | Reduced |
| FMR LLC | 762,429 | $47.9M | 0.00% | −64,629−7.8% | Reduced |
| Wellington Management Group LLP | 805,808 | $50.7M | 0.01% | +40.0% | Added |
| Wasatch Advisors Inc | 1,154,737 | $72.6M | 0.36% | +292,952+34.0% | Added |
| Geode Capital Management, LLC | 1,444,756 | $90.9M | 0.01% | +91,797+6.8% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $94.3M | 3.77% | 00.0% | Unchanged |
| American Century Companies Inc | 1,710,827 | $107.6M | 0.06% | +161,079+10.4% | Added |
| Dimensional Fund Advisors LP | 2,619,567 | $164.7M | 0.04% | −33,800−1.3% | Reduced |
| State Street Corp | 3,178,708 | $199.9M | 0.01% | +164,997+5.5% | Added |
| Vanguard Group Inc | 6,079,907 | $382.3M | 0.01% | +513,945+9.2% | Added |
| BlackRock, Inc. | 8,352,591 | $525.2M | 0.01% | +8,352,591 | New |
| M&G Plc | 0 | $0 | 0.00% | −171,740−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −104,669−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −57,353−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −42,191−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −36,200−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −28,675−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −25,539−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −20,178−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −19,053−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −18,405−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,998−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,697−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,860−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −9,779−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −9,153−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,030−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,348−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,188−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −5,779−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −5,178−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,172−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −5,020−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −4,745−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,562−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,144−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |