Axos Financial, Inc.

Exchange: NYSE
Industry: Savings Institution, Federally Chartered
SEC CIK: 0001299709

SEC filings (opens in a new tab)

In the last 90 days, Axos Financial, Inc. insiders filed 0 open-market purchases and 2 sales; 387 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.

Q4 2024 vs. Q3 2024

How the institutions holding Axos Financial, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of AX: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	335	7	356	+28
Shares	47.8M	303.7K	47.3M	−213.1K (−0.4%)
Value	$3.01B	$19.4M	$3.30B	+$315.7M (+10.6%)

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Axos Financial, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to AX in Q4 2024
Institution	Shares	Value	% of portfolio
Boston Partners	427,085	$29.9M	0.04%
Raymond James Financial Inc	235,710	$16.5M	0.01%
Assenagon Asset Management S.A.	141,004	$9.85M	0.02%
New Age Alpha Advisors, LLC	51,623	$3.61M	0.15%
ExodusPoint Capital Management, LP	49,753	$3.48M	0.04%
HRT Financial LP	48,418	$3.38M	0.02%
Van Eck Associates Corp	47,951	$3.35M	0.00%
Point72 Asset Management, L.P.	26,961	$1.88M	0.01%
Fieldview Capital Management, LLC	25,866	$1.81M	0.28%
Militia Capital Partners, LP	24,000	$1.68M	0.79%
Healthcare of Ontario Pension Plan Trust Fund	21,000	$1.47M	0.00%
KLP Kapitalforvaltning AS	15,100	$1.05M	0.00%
Police & Firemen's Retirement System of New Jersey	11,635	$812.7K	0.01%
Bayesian Capital Management, LP	8,527	$595.6K	0.07%
Bryce Point Capital, LLC	7,322	$511.4K	0.15%
Fred Alger Management, LLC	7,070	$493.8K	0.00%
Hussman Strategic Advisors, Inc.	6,300	$440.1K	0.13%
Ieq Capital, LLC	5,894	$411.7K	0.00%
Moran Wealth Management, LLC	5,546	$387.4K	0.01%
Brevan Howard Capital Management LP	5,500	$384.2K	0.01%
Farringdon Capital, Ltd.	5,357	$374.2K	0.15%
Optimize Financial Inc	5,284	$369.1K	0.28%
CIBC World Markets Corp	5,113	$357.1K	0.00%
Gallacher Capital Management LLC	5,080	$354.8K	0.18%
Western Wealth Management, LLC	4,800	$335.3K	0.02%
SkyOak Wealth, LLC	4,694	$327.9K	0.07%
Creative Planning	4,126	$288.2K	0.00%
Wealth Enhancement Advisory Services, LLC	4,116	$287.5K	0.00%
Wiley Bros.-Aintree Capital, LLC	3,907	$279.9K	0.00%
National Philanthropic Trust	4,000	$279.4K	0.00%
Ground Swell Capital, LLC	3,738	$261.1K	0.57%
Jain Global LLC	3,330	$232.6K	0.01%
Ashton Thomas Private Wealth, LLC	3,229	$225.5K	0.01%
O'Shaughnessy Asset Management, LLC	3,186	$222.5K	0.00%
Defined Financial Planning LLC	3,163	$220.9K	0.24%
Raiffeisen Bank International AG	3,013	$213.7K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	2,937	$205.1K	0.05%
Bridgefront Capital, LLC	2,879	$201.1K	0.07%
Dakota Wealth Management	2,867	$200.3K	0.00%
MAI Capital Management	1,500	$104.8K	0.00%
Ravenstone Capital Management Inc.	1,000	$69.8K	0.04%
R Squared Ltd	940	$65.7K	0.06%
Medallion Wealth Advisors, LLC	896	$57.8K	0.03%
Kestra Investment Management, LLC	748	$52.2K	0.00%
Caitong International Asset Management Co., Ltd	617	$43.1K	0.04%
NewSquare Capital LLC	446	$31.2K	0.00%
Aster Capital Management (DIFC) Ltd	263	$18.4K	0.01%
Clark Wealth Partners	220	$15.4K	0.01%
Park Square Financial Group, LLC	112	$7.82K	0.01%
Cullen/Frost Bankers, Inc.	22	$1.54K	0.00%
Center for Financial Planning, Inc.	18	$1.26K	0.00%
SBI Securities Co., Ltd.	13	$908	0.00%
Riverview Trust Co	9	$629	0.00%
Bruce G. Allen Investments, LLC	9	$629	0.00%
Harbour Investments, Inc.	8	$559	0.00%
Bell Investment Advisors, Inc	6	$420	0.00%
Global Financial Private Client, LLC	3	$210	0.00%
Parkworth Wealth Management, Inc.	3	$210	0.00%

Sold out (30)

Institutions that held Axos Financial, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of AX in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Basswood Capital Management, L.L.C.	258,937	$16.3M
Rice Hall James & Associates, LLC	78,831	$4.96M
Tudor Investment Corp Et Al	53,704	$3.38M
Jefferies Financial Group Inc.	37,800	$2.38M
Capital Fund Management S.A.	24,824	$1.56M
Two Sigma Securities, LLC	13,180	$828.8K
Group One Trading, L.P.	9,194	$578.1K
Dark Forest Capital Management LP	7,609	$478.5K
SG Americas Securities, LLC	7,344	$462.0K
Walleye Capital LLC	6,439	$404.9K
Occudo Quantitative Strategies LP	6,045	$380.1K
nVerses Capital, LLC	5,100	$320.7K
AlphaMark Advisors, LLC	5,091	$320.0K
Carmel Capital Partners, LLC	4,682	$294.4K
Marshall Wace, LLP	4,503	$283.1K
Cornercap Investment Counsel Inc	3,897	$245.0K
Penserra Capital Management LLC	3,857	$242.0K
Graham Capital Management, L.P.	3,379	$212.5K
Corton Capital Inc.	3,213	$202.0K
Acadian Asset Management LLC	1,117	$70.0K
Ashton Thomas Securities, LLC	653	$41.1K
Quarry LP	463	$29.1K
Ronald Blue Trust, Inc.	316	$18.1K
Headlands Technologies LLC	119	$7.48K
GeoWealth Management, LLC	94	$5.91K
Capital Performance Advisors LLP	86	$5.41K
Financial Network Wealth Advisors LLC	81	$5.09K
True Wealth Design, LLC	45	$2.83K
Claris Advisors, LLC	4	$252
Mendota Financial Group, LLC	4	$252

Not filed for Q4 2024 yet (7)

Institutions that held Axos Financial, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Scout Investments, Inc.	108,497	$6.96M
Raymond James & Associates	109,964	$6.91M
Axiom Advisory, LLC	43,264	$2.84M
B. Metzler seel. Sohn & Co. Holding AG	26,095	$1.64M
Raymond James Financial Services Advisors, Inc.	11,388	$716.1K
Raymond James Trust N.A.	3,659	$230.1K
FinTrust Capital Advisors, LLC	815	$51.2K