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 |
|---|---|---|---|---|---|
| Argent Capital Management LLC | 34,039 | $2.14M | 0.06% | +25,665+306.5% | Added |
| Formula Growth Ltd | 33,624 | $2.11M | 0.73% | 00.0% | Unchanged |
| Bank of Montreal | 33,633 | $2.09M | 0.00% | −6,971−17.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 32,600 | $2.05M | 0.11% | +6,400+24.4% | Added |
| Manufacturers Life Insurance Company, The | 31,977 | $2.01M | 0.00% | +1,111+3.6% | Added |
| MetLife Investment Management | 31,518 | $1.98M | 0.01% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 31,347 | $1.97M | 0.01% | −186−0.6% | Reduced |
| Redwood Investments, LLC | 31,045 | $1.95M | 0.58% | −7,269−19.0% | Reduced |
| Susquehanna International Group, LLP | 30,989 | $1.95M | 0.00% | −56,143−64.4% | Reduced |
| State of Alaska, Department of Revenue | 30,883 | $1.94M | 0.02% | +1,115+3.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 29,903 | $1.88M | 0.00% | +2,244+8.1% | Added |
| Illinois Municipal Retirement Fund | 29,720 | $1.87M | 0.03% | +2,031+7.3% | Added |
| State of New Jersey Common Pension Fund D | 28,806 | $1.81M | 0.01% | −6,023−17.3% | Reduced |
| Sanctuary Advisors, LLC | 20,631 | $1.75M | 0.01% | +10,252+98.8% | Added |
| Intech Investment Management LLC | 27,441 | $1.73M | 0.02% | +11,674+74.0% | Added |
| Van Hulzen Asset Management, LLC | 27,345 | $1.72M | 0.12% | +896+3.4% | Added |
| Two Sigma Advisers, LP | 26,816 | $1.69M | 0.00% | −38,300−58.8% | Reduced |
| Ensign Peak Advisors, Inc | 26,247 | $1.65M | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 26,230 | $1.65M | 0.44% | +26,230 | New |
| Louisiana State Employees Retirement System | 26,200 | $1.65M | 0.03% | +700+2.7% | 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 |
| GTS Securities LLC | 26,071 | $1.64M | 0.03% | +5,477+26.6% | Added |
| Schonfeld Strategic Advisors LLC | 25,999 | $1.63M | 0.01% | +3,030+13.2% | Added |
| NFJ Investment Group, LLC | 25,873 | $1.63M | 0.05% | +25,873 | New |
| D.A. Davidson & Co. | 24,871 | $1.56M | 0.01% | −431−1.7% | Reduced |
| Capital Fund Management S.A. | 24,824 | $1.56M | 0.02% | −51,840−67.6% | Reduced |
| LPL Financial LLC | 24,122 | $1.52M | 0.00% | −2,019−7.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,926 | $1.44M | 0.15% | +22,926 | New |
| Federation des caisses Desjardins du Quebec | 22,092 | $1.39M | 0.01% | −40−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 22,226 | $1.38M | 0.00% | +431+2.0% | Added |
| Natixis Advisors, L.P. | 21,030 | $1.32M | 0.00% | +2,727+14.9% | Added |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.32M | 0.16% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 20,877 | $1.31M | 0.01% | +540+2.7% | Added |
| Avenir Corp | 20,790 | $1.31M | 0.13% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 20,123 | $1.27M | 0.41% | −313−1.5% | Reduced |
| Comerica Bank | 19,794 | $1.24M | 0.00% | −80−0.4% | Reduced |
| Summit Global Investments | 19,681 | $1.24M | 0.08% | +482+2.5% | Added |
| Ridgewood Investments LLC | 18,476 | $1.16M | 0.58% | −562−3.0% | Reduced |
| Gsa Capital Partners LLP | 18,434 | $1.16M | 0.09% | +18,434 | New |
| Russell Investments Group, Ltd. | 18,317 | $1.15M | 0.00% | −3,906−17.6% | Reduced |
| Maryland State Retirement & Pension System | 18,275 | $1.15M | 0.02% | +598+3.4% | Added |
| Voya Investment Management LLC | 17,715 | $1.11M | 0.00% | −307−1.7% | Reduced |
| Trexquant Investment LP | 17,403 | $1.09M | 0.01% | −52,412−75.1% | Reduced |
| New York State Common Retirement Fund | 16,962 | $1.07M | 0.00% | −6,300−27.1% | Reduced |
| Danske Bank A/S | 16,367 | $1.03M | 0.00% | −221−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,374 | $1.03M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,162 | $1.02M | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 16,034 | $1.01M | 0.02% | +10,355+182.3% | Added |
| Victory Capital Management Inc | 15,958 | $1.00M | 0.00% | −84,261−84.1% | Reduced |
| Amalgamated Bank | 15,956 | $1.00M | 0.01% | +322+2.1% | Added |
| Arizona State Retirement System | 15,584 | $979.9K | 0.01% | +452+3.0% | Added |
| Aviso Financial Inc. | 15,508 | $975.1K | 0.05% | −655−4.1% | Reduced |
| CCG Wealth Management, LLC | 15,200 | $955.8K | 0.53% | −39,000−72.0% | Reduced |
| Exchange Traded Concepts, LLC | 14,801 | $930.7K | 0.02% | −2,224−13.1% | Reduced |
| Balyasny Asset Management LLC | 14,621 | $919.4K | 0.00% | +14,621 | New |
| Federated Hermes, Inc. | 14,462 | $909.4K | 0.00% | +14,322+10,230.0% | Added |
| TD Asset Management Inc | 14,443 | $899.5K | 0.00% | +14,443 | New |
| Engineers Gate Manager LP | 13,680 | $860.2K | 0.02% | +2,685+24.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 13,642 | $858.0K | 0.01% | −846−5.8% | Reduced |
| Credit Agricole S A | 13,610 | $855.8K | 0.00% | +13,610 | New |
| State of Tennessee, Treasury Department | 13,303 | $836.5K | 0.00% | −9,862−42.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,301 | $836.4K | 0.05% | +13,301 | New |
| Keel Point, LLC | 13,298 | $836.2K | 0.07% | 00.0% | Unchanged |
| 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 |
| Oregon Public Employees Retirement Fund | 12,759 | $802.3K | 0.02% | +416+3.4% | Added |
| Empowered Funds, LLC | 12,718 | $799.7K | 0.01% | +12,718 | New |
| CWM Advisors, LLC | 12,662 | $796.2K | 0.08% | +12,662 | New |
| Cerity Partners LLC | 12,251 | $770.3K | 0.00% | +2,619+27.2% | Added |
| Advisory Research Inc | 12,060 | $758.3K | 0.13% | +12,060 | New |
| Aquatic Capital Management LLC | 11,800 | $742.0K | 0.02% | −6,500−35.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,568 | $727.4K | 0.00% | +643+5.9% | Added |
| ProShare Advisors LLC | 11,391 | $716.3K | 0.00% | +3,044+36.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,388 | $716.1K | 0.00% | −826−6.8% | Reduced |
| Nisa Investment Advisors, LLC | 11,321 | $711.9K | 0.00% | −240−2.1% | Reduced |
| Teacher Retirement System of Texas | 11,138 | $700.0K | 0.00% | −4,942−30.7% | Reduced |
| Hancock Whitney Corp | 10,931 | $687.3K | 0.02% | +142+1.3% | Added |
| Wolverine Trading, LLC | 10,743 | $669.1K | 0.02% | +10,743 | New |
| Sterling Capital Management LLC | 10,550 | $663.4K | 0.01% | +10,550 | New |
| Great Lakes Advisors, LLC | 10,542 | $662.9K | 0.01% | +66+0.6% | Added |
| Truist Financial Corp | 10,114 | $636.0K | 0.00% | −10,403−50.7% | Reduced |
| EJF Capital LLC | 10,000 | $628.8K | 0.42% | −20,943−67.7% | Reduced |
| Handelsbanken Fonder AB | 9,995 | $628.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 9,194 | $578.1K | 0.02% | +9,194 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,880 | $558.4K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 8,721 | $543.0K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,590 | $540.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,337 | $524.2K | 0.00% | −12,745−60.5% | Reduced |
| Quantinno Capital Management LP | 8,167 | $513.5K | 0.01% | +37+0.5% | Added |
| Jones Financial Companies LLLP | 8,233 | $512.8K | 0.00% | +138+1.7% | Added |
| Mutual of America Capital Management LLC | 8,139 | $511.8K | 0.01% | −195−2.3% | Reduced |
| HighTower Advisors, LLC | 7,968 | $501.0K | 0.00% | −106−1.3% | Reduced |
| Pinnacle Associates Ltd | 9,100 | $496.9K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7,609 | $478.5K | 0.06% | +7,609 | New |
| Advantage Alpha Capital Partners LP | 7,510 | $472.2K | 0.11% | +591+8.5% | Added |
| SG Americas Securities, LLC | 7,344 | $462.0K | 0.00% | −24,780−77.1% | Reduced |
| Cetera Investment Advisers | 7,155 | $449.9K | 0.00% | +1,747+32.3% | Added |
| Avantax Advisory Services, Inc. | 7,073 | $444.8K | 0.00% | −39−0.5% | Reduced |
| Stifel Financial Corp | 7,069 | $444.5K | 0.00% | −71−1.0% | Reduced |