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, 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
- 356
- +28 vs. Q3 2024
- Shares held
- 47.3M
- −213.1K (−0.4%) vs. Q3 2024
- Total value
- $3.30B
- +$315.7M (+10.6%) vs. Q3 2024
- New holders
- 58
- 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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $210 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $210 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $210 | 0.00% | +3 | New |
| Northwestern Mutual Wealth Management Co | 5 | $349 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $420 | 0.00% | +6 | New |
| Larson Financial Group LLC | 7 | $489 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8 | $559 | 0.00% | +8 | New |
| Riverview Trust Co | 9 | $629 | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 9 | $629 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 11 | $769 | 0.00% | −1−8.3% | Reduced |
| SBI Securities Co., Ltd. | 13 | $908 | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $909 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $1.26K | 0.00% | +18 | New |
| Beacon Capital Management, LLC | 21 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $1.54K | 0.00% | +22 | New |
| Principal Securities, Inc. | 23 | $1.61K | 0.00% | −25−52.1% | Reduced |
| EverSource Wealth Advisors, LLC | 32 | $2.23K | 0.00% | −32−50.0% | Reduced |
| Creekmur Asset Management LLC | 34 | $2.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $2.58K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 51 | $3.56K | 0.00% | −4−7.3% | Reduced |
| Colonial Trust Co | 54 | $3.82K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 62 | $4.00K | 0.00% | +19+44.2% | Added |
| JFS Wealth Advisors, LLC | 62 | $4.33K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $4.54K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $5.52K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 111 | $7.75K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 112 | $7.82K | 0.01% | +112 | New |
| Massmutual Trust Co FSB | 117 | $8.17K | 0.00% | +40+51.9% | Added |
| Bokf, NA | 124 | $8.27K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 125 | $8.73K | 0.00% | −3−2.3% | Reduced |
| Signaturefd, LLC | 160 | $11.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 168 | $11.7K | 0.00% | +94+127.0% | Added |
| Bessemer Group Inc | 170 | $12.0K | 0.00% | +75+78.9% | Added |
| Hollencrest Capital Management | 190 | $13.3K | 0.00% | −106−35.8% | Reduced |
| Danske Bank A/S | 200 | $14.0K | 0.00% | −16,167−98.8% | Reduced |
| Harbor Capital Advisors, Inc. | 206 | $14.0K | 0.00% | −3−1.4% | Reduced |
| LGT Financial Advisors LLC | 204 | $14.2K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 207 | $14.5K | 0.00% | +111+115.6% | Added |
| Clark Wealth Partners | 220 | $15.4K | 0.01% | +220 | New |
| First Horizon Advisors, Inc. | 222 | $15.5K | 0.00% | +24+12.1% | Added |
| Global Retirement Partners, LLC | 245 | $17.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 252 | $17.6K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 263 | $18.4K | 0.01% | +263 | New |
| Armstrong Advisory Group, Inc | 292 | $20.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $21.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 364 | $25.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 386 | $27.0K | 0.00% | +7+1.8% | Added |
| PrairieView Partners, LLC | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 426 | $29.8K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 446 | $31.2K | 0.00% | +446 | New |
| TD Waterhouse Canada Inc. | 467 | $32.6K | 0.00% | −161−25.6% | Reduced |
| Quadrant Capital Group LLC | 471 | $32.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 498 | $34.8K | 0.00% | −79−13.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 504 | $35.2K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 617 | $43.1K | 0.04% | +617 | New |
| Farther Finance Advisors, LLC | 627 | $43.8K | 0.00% | −21−3.2% | Reduced |
| Clearstead Advisors, LLC | 630 | $44.0K | 0.00% | −12−1.9% | Reduced |
| 1620 Investment Advisors, Inc. | 740 | $51.7K | 0.04% | −90−10.8% | Reduced |
| Kestra Investment Management, LLC | 748 | $52.2K | 0.00% | +748 | New |
| Proequities, Inc. | 756 | $53.9K | 0.00% | +81+12.0% | Added |
| Medallion Wealth Advisors, LLC | 896 | $57.8K | 0.03% | +896 | New |
| Oarsman Capital, Inc. | 880 | $61.5K | 0.01% | +49+5.9% | Added |
| GWM Advisors LLC | 900 | $62.9K | 0.00% | +850+1,700.0% | Added |
| R Squared Ltd | 940 | $65.7K | 0.06% | +940 | New |
| Ravenstone Capital Management Inc. | 1,000 | $69.8K | 0.04% | +1,000 | New |
| SRS Capital Advisors, Inc. | 1,097 | $76.6K | 0.00% | +773+238.6% | Added |
| Parkside Financial Bank & Trust | 1,261 | $88.1K | 0.01% | +849+206.1% | Added |
| Oakworth Capital, Inc. | 1,305 | $91.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,318 | $92.1K | 0.01% | +336+34.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,486 | $103.8K | 0.00% | +676+83.5% | Added |
| MAI Capital Management | 1,500 | $104.8K | 0.00% | +1,500 | New |
| Smartleaf Asset Management LLC | 1,509 | $107.0K | 0.01% | +1,222+425.8% | Added |
| State of Wyoming | 1,548 | $108.1K | 0.01% | +106+7.4% | Added |
| US Bancorp | 1,859 | $129.9K | 0.00% | +830+80.7% | Added |
| Palouse Capital Management, Inc. | 1,931 | $134.9K | 0.09% | −550−22.2% | Reduced |
| National Bank of Canada | 2,053 | $143.4K | 0.00% | −133−6.1% | Reduced |
| Covestor Ltd | 2,274 | $158.0K | 0.10% | +442+24.1% | Added |
| KBC Group NV | 2,469 | $172.0K | 0.00% | +864+53.8% | Added |
| Advisors Asset Management, Inc. | 2,528 | $176.6K | 0.00% | +567+28.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,582 | $180.4K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,867 | $200.3K | 0.00% | +2,867 | New |
| Bridgefront Capital, LLC | 2,879 | $201.1K | 0.07% | +2,879 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,937 | $205.1K | 0.05% | +2,937 | New |
| Raiffeisen Bank International AG | 3,013 | $213.7K | 0.00% | +3,013 | New |
| Defined Financial Planning LLC | 3,163 | $220.9K | 0.24% | +3,163 | New |
| O'Shaughnessy Asset Management, LLC | 3,186 | $222.5K | 0.00% | +3,186 | New |
| Bourgeon Capital Management LLC | 3,200 | $223.5K | 0.04% | −800−20.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,229 | $225.5K | 0.01% | +3,229 | New |
| Jain Global LLC | 3,330 | $232.6K | 0.01% | +3,330 | New |
| Huntington National Bank | 3,395 | $237.1K | 0.00% | +672+24.7% | Added |
| Venturi Wealth Management, LLC | 3,400 | $237.5K | 0.01% | +400+13.3% | Added |
| STRS Ohio | 3,400 | $237.5K | 0.00% | +700+25.9% | Added |
| Atria Wealth Solutions, Inc. | 3,418 | $238.7K | 0.00% | −300−8.1% | Reduced |
| Mackenzie Financial Corp | 3,525 | $246.2K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,558 | $248.5K | 0.00% | −2,866−44.6% | Reduced |
| TownSquare Capital, LLC | 3,563 | $248.9K | 0.00% | −80−2.2% | Reduced |
| Earnest Partners LLC | 3,600 | $251.5K | 0.00% | 00.0% | Unchanged |