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; 391 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Axos Financial, Inc. as of Dec 31, 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
- 358
- +29 vs. Q3 2024
- Shares held
- 47.3M
- −211.9K (−0.4%) vs. Q3 2024
- Total value
- $3.30B
- +$315.8M (+10.6%) vs. Q3 2024
- New holders
- 59
- 125 more added
- Sold out
- 30
- 117 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 391 | $4.71B |
| Q1 2026 | 390 | $4.05B |
| Q4 2025 | 382 | $3.96B |
| Q3 2025 | 385 | $3.82B |
| Q2 2025 | 368 | $3.41B |
| Q1 2025 | 355 | $2.96B |
| Q4 2024 | 358 | $3.30B |
| Q3 2024 | 336 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,289,215 | $579.0M | 0.01% | −63,376−0.8% | Reduced |
| Vanguard Group Inc | 6,129,602 | $428.2M | 0.01% | +49,695+0.8% | Added |
| State Street Corp | 3,327,720 | $232.4M | 0.01% | +149,012+4.7% | Added |
| Dimensional Fund Advisors LP | 2,579,398 | $180.2M | 0.04% | −40,169−1.5% | Reduced |
| American Century Companies Inc | 1,874,779 | $131.0M | 0.08% | +163,952+9.6% | Added |
| Geode Capital Management, LLC | 1,488,259 | $104.0M | 0.01% | +43,503+3.0% | Added |
| Davis Asset Management, L.P. | 1,457,219 | $101.8M | 4.15% | −42,781−2.9% | Reduced |
| Wasatch Advisors Inc | 1,057,576 | $73.9M | 0.37% | −97,161−8.4% | Reduced |
| Northern Trust Corp | 742,837 | $51.9M | 0.01% | +33,207+4.7% | Added |
| Morgan Stanley | 704,632 | $49.2M | 0.00% | +10,038+1.4% | Added |
| Geneva Capital Management LLC | 699,900 | $48.9M | 0.85% | −8,620−1.2% | Reduced |
| Goldman Sachs Group Inc | 677,687 | $47.3M | 0.01% | +49,370+7.9% | Added |
| Ameriprise Financial Inc | 677,546 | $47.3M | 0.01% | +54,238+8.7% | Added |
| Charles Schwab Investment Management Inc | 671,123 | $46.9M | 0.01% | −1,719−0.3% | Reduced |
| Wellington Management Group LLP | 641,251 | $44.8M | 0.01% | −164,557−20.4% | Reduced |
| Nuveen Asset Management, LLC | 618,545 | $43.2M | 0.01% | −96,301−13.5% | Reduced |
| FMR LLC | 496,419 | $34.7M | 0.00% | −266,010−34.9% | Reduced |
| Invesco Ltd. | 484,561 | $33.8M | 0.01% | +31,530+7.0% | Added |
| Emerald Advisers, LLC | 479,120 | $33.5M | 1.30% | −26,424−5.2% | Reduced |
| Loomis Sayles & Co L P | 439,734 | $30.7M | 0.04% | −13,691−3.0% | Reduced |
| Boston Partners | 427,085 | $29.9M | 0.04% | +427,085 | New |
| Shaker Investments LLC | 426,031 | $29.8M | 12.46% | −13,622−3.1% | Reduced |
| Bank of New York Mellon Corp | 410,881 | $28.7M | 0.01% | −43,117−9.5% | Reduced |
| JPMorgan Chase & Co | 410,590 | $28.7M | 0.00% | +128,932+45.8% | Added |
| Jarislowsky, Fraser Ltd | 404,939 | $28.3M | 0.17% | −209,399−34.1% | Reduced |
| Bragg Financial Advisors, Inc | 398,364 | $27.8M | 1.13% | +2,028+0.5% | Added |
| Voloridge Investment Management, LLC | 383,655 | $26.8M | 0.09% | −85,816−18.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 363,398 | $25.4M | 1.54% | −59,062−14.0% | Reduced |
| Principal Financial Group Inc | 337,918 | $23.6M | 0.01% | +17,201+5.4% | Added |
| Arrowstreet Capital, Limited Partnership | 289,723 | $20.2M | 0.02% | −137,020−32.1% | Reduced |
| Pembroke Management, LTD | 258,290 | $18.0M | 2.25% | +18,380+7.7% | Added |
| Raymond James Financial Inc | 235,710 | $16.5M | 0.01% | +235,710 | New |
| Stieven Capital Advisors, L.P. | 235,659 | $16.5M | 2.93% | −49,674−17.4% | Reduced |
| Two Sigma Investments, LP | 224,047 | $15.6M | 0.04% | −30,662−12.0% | Reduced |
| Millennium Management LLC | 215,241 | $15.0M | 0.01% | −100,050−31.7% | Reduced |
| Ategra Capital Management, LLC | 214,280 | $15.0M | 10.09% | +69,438+47.9% | Added |
| Citadel Advisors LLC | 205,635 | $14.4M | 0.01% | −28,736−12.3% | Reduced |
| First Eagle Investment Management, LLC | 201,772 | $14.1M | 0.03% | −3,600−1.8% | Reduced |
| Epoch Investment Partners, Inc. | 199,662 | $13.9M | 0.07% | +143,474+255.3% | Added |
| Algert Global LLC | 173,634 | $12.1M | 0.29% | +15,017+9.5% | Added |
| Rhumbline Advisers | 163,273 | $11.4M | 0.01% | −1,730−1.0% | Reduced |
| State of Wisconsin Investment Board | 154,937 | $10.8M | 0.03% | +9,979+6.9% | Added |
| Barclays PLC | 154,112 | $10.8M | 0.01% | +11,397+8.0% | Added |
| Gator Capital Management, LLC | 153,020 | $10.7M | 4.04% | −160−0.1% | Reduced |
| Legal & General Group Plc | 150,895 | $10.5M | 0.00% | +2,408+1.6% | Added |
| Citigroup Inc | 149,627 | $10.5M | 0.01% | −1,524−1.0% | Reduced |
| Brandywine Global Investment Management, LLC | 145,524 | $10.2M | 0.07% | −6,617−4.3% | Reduced |
| Assenagon Asset Management S.A. | 141,004 | $9.85M | 0.02% | +141,004 | New |
| First Trust Advisors LP | 139,114 | $9.72M | 0.01% | +81,861+143.0% | Added |
| Public Sector Pension Investment Board | 135,143 | $9.44M | 0.04% | +20,274+17.6% | Added |
| Prudential Financial Inc | 133,644 | $9.34M | 0.01% | −9,240−6.5% | Reduced |
| Franklin Resources Inc | 132,806 | $9.28M | 0.00% | −10,527−7.3% | Reduced |
| Orchard Capital Managment, LLC | 130,157 | $9.21M | 3.63% | −7,315−5.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 132,572 | $9.19M | 0.01% | −42,596−24.3% | Reduced |
| UBS Group AG | 129,122 | $9.02M | 0.00% | +7,407+6.1% | Added |
| AQR Capital Management LLC | 126,139 | $8.81M | 0.01% | +24,396+24.0% | Added |
| TCW Group Inc | 122,800 | $8.58M | 0.07% | −40,600−24.8% | Reduced |
| HSBC Holdings PLC | 117,940 | $8.27M | 0.01% | +111,080+1,619.2% | Added |
| Lord, Abbett & Co. LLC | 116,206 | $8.12M | 0.03% | −18,182−13.5% | Reduced |
| Squarepoint Ops LLC | 112,099 | $7.83M | 0.02% | +50,315+81.4% | Added |
| Qube Research & Technologies Ltd | 109,857 | $7.67M | 0.01% | −90,951−45.3% | Reduced |
| UBS Asset Management Americas Inc | 109,710 | $7.66M | 0.00% | +22,304+25.5% | Added |
| D. E. Shaw & Co., Inc. | 108,006 | $7.54M | 0.01% | −135,743−55.7% | Reduced |
| Royal Bank of Canada | 107,971 | $7.54M | 0.00% | −3,177−2.9% | Reduced |
| Swiss National Bank | 106,400 | $7.43M | 0.00% | +700+0.7% | Added |
| Royce & Associates LP | 104,951 | $7.33M | 0.07% | −12,052−10.3% | Reduced |
| Kestrel Investment Management Corp | 104,050 | $7.27M | 4.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 99,301 | $6.94M | 0.02% | −33,283−25.1% | Reduced |
| Deutsche Bank AG | 92,818 | $6.48M | 0.00% | +54,759+143.9% | Added |
| Redwood Investments, LLC | 90,712 | $6.34M | 1.70% | +59,667+192.2% | Added |
| SEI Investments Co | 88,518 | $6.18M | 0.01% | +18,013+25.5% | Added |
| Bridgeway Capital Management, LLC | 88,200 | $6.16M | 0.14% | −14,700−14.3% | Reduced |
| Ci Investments Inc. | 87,044 | $6.08M | 0.02% | −2,738−3.0% | Reduced |
| Quantedge Capital Pte Ltd | 82,700 | $5.78M | 2.11% | +36,700+79.8% | Added |
| Jane Street Group, LLC | 80,771 | $5.64M | 0.01% | +41,566+106.0% | Added |
| S&T Bank | 77,060 | $5.38M | 1.72% | −10,466−12.0% | Reduced |
| Wells Fargo & Company | 70,916 | $4.95M | 0.00% | +9,082+14.7% | Added |
| Alliancebernstein L.P. | 70,885 | $4.95M | 0.00% | +532+0.8% | Added |
| Kennedy Capital Management, Inc. | 66,383 | $4.64M | 0.10% | +6,292+10.5% | Added |
| Thrivent Financial for Lutherans | 64,672 | $4.56M | 0.01% | −13,577−17.4% | Reduced |
| Great West Life Assurance Co | 60,428 | $4.22M | 0.01% | −1,754−2.8% | Reduced |
| Renaissance Group LLC | 51,760 | $3.62M | 0.15% | +5,269+11.3% | Added |
| New Age Alpha Advisors, LLC | 51,623 | $3.61M | 0.15% | +51,623 | New |
| Bank of America Corp | 50,713 | $3.54M | 0.00% | −187,037−78.7% | Reduced |
| California State Teachers Retirement System | 50,641 | $3.54M | 0.00% | −591−1.2% | Reduced |
| Janus Henderson Group PLC | 50,399 | $3.52M | 0.00% | +427+0.9% | Added |
| Cubist Systematic Strategies, LLC | 49,958 | $3.49M | 0.06% | +7,977+19.0% | Added |
| ExodusPoint Capital Management, LP | 49,753 | $3.48M | 0.04% | +49,753 | New |
| Edgestream Partners, L.P. | 49,465 | $3.46M | 0.15% | −55,130−52.7% | Reduced |
| HRT Financial LP | 48,418 | $3.38M | 0.02% | +48,418 | New |
| Van Eck Associates Corp | 47,951 | $3.35M | 0.00% | +47,951 | New |
| Trexquant Investment LP | 43,888 | $3.07M | 0.04% | +26,485+152.2% | Added |
| Envestnet Asset Management Inc | 43,445 | $3.03M | 0.00% | +7,203+19.9% | Added |
| New York State Teachers Retirement System | 43,126 | $3.01M | 0.01% | +279+0.7% | Added |
| Two Sigma Advisers, LP | 41,816 | $2.92M | 0.01% | +15,000+55.9% | Added |
| BNP Paribas Arbitrage, SA | 41,500 | $2.90M | 0.00% | −21−0.1% | Reduced |
| Colony Group, LLC | 40,735 | $2.85M | 0.01% | −564−1.4% | Reduced |
| Susquehanna International Group, LLP | 40,727 | $2.84M | 0.00% | +9,738+31.4% | Added |
| Connors Investor Services Inc | 40,246 | $2.81M | 0.26% | −510−1.3% | Reduced |
| Twinbeech Capital LP | 39,932 | $2.79M | 0.05% | +36,625+1,107.5% | Added |