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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.

Institutional holdersQ3 2024: 335 institutions
Q1 2021: 233 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 244 institutionsQ1 2022: 248 institutionsQ2 2022: 239 institutionsQ3 2022: 251 institutionsQ4 2022: 244 institutionsQ1 2023: 256 institutionsQ2 2023: 260 institutionsQ3 2023: 261 institutionsQ4 2023: 303 institutionsQ1 2024: 310 institutionsQ2 2024: 318 institutionsQ3 2024: 335 institutionsQ4 2024: 356 institutionsQ1 2025: 352 institutionsQ2 2025: 365 institutionsQ3 2025: 382 institutionsQ4 2025: 379 institutionsQ1 2026: 387 institutionsQ2 2026: 386 institutions
Value heldQ3 2024: $3.01B
Q1 2021: $2.11BQ2 2021: $2.11BQ3 2021: $2.38BQ4 2021: $2.54BQ1 2022: $2.13BQ2 2022: $1.68BQ3 2022: $1.61BQ4 2022: $1.80BQ1 2023: $1.75BQ2 2023: $1.90BQ3 2023: $1.82BQ4 2023: $2.70BQ1 2024: $2.64BQ2 2024: $2.79BQ3 2024: $3.01BQ4 2024: $3.30BQ1 2025: $2.96BQ2 2025: $3.41BQ3 2025: $3.82BQ4 2025: $3.96BQ1 2026: $4.05BQ2 2026: $4.71B
Institutions holding AX and their total value by quarter
QuarterHoldersValue
Q2 2026386$4.71B
Q1 2026387$4.05B
Q4 2025379$3.96B
Q3 2025382$3.82B
Q2 2025365$3.41B
Q1 2025352$2.96B
Q4 2024356$3.30B
Q3 2024335$3.01B
Q2 2024318$2.79B
Q1 2024310$2.64B
Q4 2023303$2.70B
Q3 2023261$1.82B
Q2 2023260$1.90B
Q1 2023256$1.75B
Q4 2022244$1.80B
Q3 2022251$1.61B
Q2 2022239$1.68B
Q1 2022248$2.13B
Q4 2021244$2.54B
Q3 2021232$2.38B
Q2 2021233$2.11B
Q1 2021233$2.11B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q2 2024.

Institutions holding AX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
HSBC Holdings PLC6,860$434.4K0.00%−871−11.3%Reduced
Pictet Asset Management Holding SA6,795$427.3K0.00%−527−7.2%Reduced
Public Employees Retirement Association of Colorado6,553$412.0K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC6,548$411.7K0.03%−150−2.2%Reduced
Walleye Capital LLC6,439$404.9K0.00%−7,500−53.8%Reduced
Vontobel Holding Ltd.6,424$403.9K0.00%−441−6.4%Reduced
Waterloo Capital, L.P.6,360$399.9K0.04%00.0%Unchanged
James Investment Research Inc6,173$388.2K0.04%00.0%Unchanged
Occudo Quantitative Strategies LP6,045$380.1K0.07%+6,045New
Savant Capital, LLC6,034$379.4K0.00%+35+0.6%Added
Profund Advisors LLC5,920$372.3K0.01%+1,010+20.6%Added
Tower Research Capital LLC (TRC)5,864$368.7K0.01%−25,736−81.4%Reduced
Mariner, LLC5,858$368.3K0.00%+1,114+23.5%Added
Xponance, Inc.5,597$351.9K0.00%−926−14.2%Reduced
Alps Advisors Inc5,528$347.6K0.00%−1,283−18.8%Reduced
Ameritas Investment Partners, Inc.5,463$343.5K0.01%00.0%Unchanged
Mercer Global Advisors Inc5,345$334.1K0.00%+54+1.0%Added
Wesbanco Bank Inc5,300$333.3K0.01%+5,300New
Quest Partners LLC5,291$332.7K0.03%−278−5.0%Reduced
Cetera Trust Company, N.A5,265$331.1K0.20%00.0%Unchanged
Aigen Investment Management, LP5,155$324.1K0.06%+5,155New
nVerses Capital, LLC5,100$320.7K0.15%+2,400+88.9%Added
AlphaMark Advisors, LLC5,091$320.0K0.11%−438−7.9%Reduced
The PNC Financial Services Group, Inc.4,988$313.6K0.00%−19−0.4%Reduced
Choate Investment Advisors4,759$299.2K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.4,709$296.2K0.00%−238−4.8%Reduced
Carmel Capital Partners, LLC4,682$294.4K0.11%−119−2.5%Reduced
Commonwealth Equity Services, LLC4,642$292.0K0.00%−2,728−37.0%Reduced
Mission Creek Capital Partners, Inc.4,631$291.2K0.07%00.0%Unchanged
CIBC Private Wealth Group, LLC4,625$290.8K0.00%−100−2.1%Reduced
Cambria Investment Management, L.P.4,524$284.5K0.02%+4,524New
Marshall Wace, LLP4,503$283.1K0.00%+4,503New
Cim Investment Mangement Inc4,416$277.7K0.08%00.0%Unchanged
Vestcor Inc4,405$277.0K0.01%00.0%Unchanged
Virtu Financial LLC4,413$277.0K0.02%+4,413New
Csenge Advisory Group4,081$261.7K0.01%+4,081New
Pathstone Holdings, LLC4,161$261.6K0.00%+418+11.2%Added
Mutual Advisors, LLC3,885$258.9K0.01%00.0%Unchanged
Bourgeon Capital Management LLC4,000$251.5K0.05%00.0%Unchanged
Cornercap Investment Counsel Inc3,897$245.0K0.07%−23,986−86.0%Reduced
Penserra Capital Management LLC3,857$242.0K0.01%+3,857New
Crossmark Global Holdings, Inc.3,836$241.0K0.00%+162+4.4%Added
Versor Investments LP3,800$238.9K0.04%−5,000−56.8%Reduced
Cresset Asset Management, LLC3,793$238.5K0.00%+3,793New
Atria Wealth Solutions, Inc.3,718$233.8K0.00%−935−20.1%Reduced
Raymond James Trust N.A.3,659$230.1K0.01%+3,659New
TownSquare Capital, LLC3,643$229.1K0.00%+3,643New
Earnest Partners LLC3,600$226.4K0.00%00.0%Unchanged
Mackenzie Financial Corp3,525$221.7K0.00%00.0%Unchanged
Pensionmark Financial Group, LLC3,521$221.4K0.01%+3,521New
Graham Capital Management, L.P.3,379$212.5K0.01%−19,466−85.2%Reduced
MML Investors Services, LLC3,373$212.0K0.00%+3,373New
CWM, LLC3,359$211.0K0.00%−1,849−35.5%Reduced
Twinbeech Capital LP3,307$207.9K0.00%+3,307New
Corton Capital Inc.3,213$202.0K0.10%+3,213New
Venturi Wealth Management, LLC3,000$188.6K0.01%+3,000New
Huntington National Bank2,723$171.2K0.00%−254−8.5%Reduced
STRS Ohio2,700$169.8K0.00%+700+35.0%Added
Steward Partners Investment Advisory, LLC2,582$162.4K0.00%+100+4.0%Added
Palouse Capital Management, Inc.2,481$156.0K0.10%−44−1.7%Reduced
Simplex Trading, LLC2,480$155.0K0.01%+2,480New
Point72 (DIFC) Ltd2,245$141.1K0.01%+2,245New
National Bank of Canada2,186$137.5K0.00%−55−2.5%Reduced
Advisors Asset Management, Inc.1,961$123.3K0.00%+496+33.9%Added
Covestor Ltd1,832$115.0K0.07%−224−10.9%Reduced
KBC Group NV1,605$101.0K0.00%00.0%Unchanged
State of Wyoming1,442$90.7K0.01%+131+10.0%Added
Oakworth Capital, Inc.1,305$82.1K0.01%00.0%Unchanged
Acadian Asset Management LLC1,117$70.0K0.00%+1,117New
US Bancorp1,029$64.7K0.00%+787+325.2%Added
GAMMA Investing LLC982$61.7K0.01%+308+45.7%Added
Oarsman Capital, Inc.831$52.3K0.01%+831New
1620 Investment Advisors, Inc.830$52.2K0.04%−25−2.9%Reduced
FinTrust Capital Advisors, LLC815$51.2K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC810$50.9K0.00%00.0%Unchanged
Proequities, Inc.675$42.4K0.00%+675New
Ashton Thomas Securities, LLC653$41.1K0.01%+653New
Farther Finance Advisors, LLC648$40.7K0.00%+582+881.8%Added
Clearstead Advisors, LLC642$40.4K0.00%−52−7.5%Reduced
TD Waterhouse Canada Inc.628$38.0K0.00%+563+866.2%Added
Public Employees Retirement System of Ohio577$36.3K0.00%−55−8.7%Reduced
Investment Research & Advisory Group, Inc.504$31.7K0.01%00.0%Unchanged
Quadrant Capital Group LLC471$29.6K0.00%00.0%Unchanged
Quarry LP463$29.1K0.01%−999−68.3%Reduced
Kathleen S. Wright Associates Inc.426$26.8K0.01%+426New
Parkside Financial Bank & Trust412$25.9K0.00%00.0%Unchanged
PrairieView Partners, LLC400$25.0K0.00%00.0%Unchanged
Fifth Third Bancorp379$23.8K0.00%+29+8.3%Added
Parallel Advisors, LLC364$22.9K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.324$20.4K0.00%+16+5.2%Added
Nomura Asset Management Co Ltd310$19.5K0.00%00.0%Unchanged
Hollencrest Capital Management296$18.6K0.00%−135−31.3%Reduced
Armstrong Advisory Group, Inc292$18.4K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.316$18.1K0.00%+284+887.5%Added
Smartleaf Asset Management LLC287$17.9K0.00%+125+77.2%Added
Whittier Trust Co of Nevada Inc252$15.8K0.00%+252New
Global Retirement Partners, LLC245$15.4K0.00%+5+2.1%Added
Harbor Capital Advisors, Inc.209$13.0K0.00%+209New
LGT Financial Advisors LLC204$12.8K0.03%00.0%Unchanged
First Horizon Advisors, Inc.198$12.4K0.00%+39+24.5%Added