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 |
|---|---|---|---|---|---|
| CWM, LLC | 3,664 | $256.0K | 0.00% | +305+9.1% | Added |
| Guggenheim Capital LLC | 3,699 | $258.4K | 0.00% | −61,547−94.3% | Reduced |
| Ground Swell Capital, LLC | 3,738 | $261.1K | 0.57% | +3,738 | New |
| Cresset Asset Management, LLC | 3,758 | $262.5K | 0.00% | −35−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 3,821 | $266.9K | 0.01% | +300+8.5% | Added |
| Crossmark Global Holdings, Inc. | 3,830 | $267.0K | 0.00% | −6−0.2% | Reduced |
| Mutual Advisors, LLC | 3,885 | $275.7K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 3,971 | $277.4K | 0.04% | −1,320−24.9% | Reduced |
| Versor Investments LP | 4,000 | $279.4K | 0.05% | +200+5.3% | Added |
| National Philanthropic Trust | 4,000 | $279.4K | 0.00% | +4,000 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,907 | $279.9K | 0.00% | +3,907 | New |
| Advisor Group Holdings, Inc. | 4,015 | $280.5K | 0.00% | −694−14.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,116 | $287.5K | 0.00% | +4,116 | New |
| Creative Planning | 4,126 | $288.2K | 0.00% | +4,126 | New |
| Cim Investment Mangement Inc | 4,416 | $308.5K | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,425 | $309.0K | 0.00% | +1,052+31.2% | Added |
| Aigen Investment Management, LP | 4,526 | $316.1K | 0.06% | −629−12.2% | Reduced |
| Commonwealth Equity Services, LLC | 4,546 | $318.0K | 0.00% | −96−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,625 | $318.7K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 4,629 | $323.3K | 0.02% | +105+2.3% | Added |
| Mission Creek Capital Partners, Inc. | 4,631 | $323.5K | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 4,668 | $326.1K | 0.00% | +507+12.2% | Added |
| SkyOak Wealth, LLC | 4,694 | $327.9K | 0.07% | +4,694 | New |
| GTS Securities LLC | 4,737 | $330.9K | 0.02% | −21,334−81.8% | Reduced |
| Choate Investment Advisors | 4,759 | $332.4K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,800 | $335.3K | 0.02% | +4,800 | New |
| The PNC Financial Services Group, Inc. | 5,012 | $350.1K | 0.00% | +24+0.5% | Added |
| Gallacher Capital Management LLC | 5,080 | $354.8K | 0.18% | +5,080 | New |
| CIBC World Markets Corp | 5,113 | $357.1K | 0.00% | +5,113 | New |
| Cetera Trust Company, N.A | 5,130 | $358.3K | 0.23% | −135−2.6% | Reduced |
| Virtu Financial LLC | 5,259 | $367.0K | 0.02% | +846+19.2% | Added |
| Optimize Financial Inc | 5,284 | $369.1K | 0.28% | +5,284 | New |
| Wesbanco Bank Inc | 5,300 | $370.2K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,330 | $372.0K | 0.02% | −3,260−38.0% | Reduced |
| Farringdon Capital, Ltd. | 5,357 | $374.2K | 0.15% | +5,357 | New |
| Brevan Howard Capital Management LP | 5,500 | $384.2K | 0.01% | +5,500 | New |
| Alps Advisors Inc | 5,528 | $386.1K | 0.00% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 5,546 | $387.4K | 0.01% | +5,546 | New |
| Savant Capital, LLC | 5,546 | $387.4K | 0.00% | −488−8.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,717 | $399.3K | 0.01% | +254+4.6% | Added |
| Ieq Capital, LLC | 5,894 | $411.7K | 0.00% | +5,894 | New |
| Wolverine Trading, LLC | 5,917 | $419.5K | 0.01% | −4,826−44.9% | Reduced |
| James Investment Research Inc | 6,172 | $431.1K | 0.05% | −10.0% | Reduced |
| Point72 (DIFC) Ltd | 6,266 | $437.7K | 0.04% | +4,021+179.1% | Added |
| Hussman Strategic Advisors, Inc. | 6,300 | $440.1K | 0.13% | +6,300 | New |
| Csenge Advisory Group | 6,329 | $442.1K | 0.02% | +2,248+55.1% | Added |
| Waterloo Capital, L.P. | 6,360 | $444.2K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 6,403 | $447.3K | 0.00% | +545+9.3% | Added |
| Public Employees Retirement Association of Colorado | 6,505 | $454.0K | 0.00% | −48−0.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,523 | $455.6K | 0.03% | −25−0.4% | Reduced |
| Pictet Asset Management Holding SA | 6,795 | $474.6K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 7,070 | $493.8K | 0.00% | +7,070 | New |
| Avantax Advisory Services, Inc. | 7,121 | $497.4K | 0.00% | +48+0.7% | Added |
| Stifel Financial Corp | 7,310 | $510.6K | 0.00% | +241+3.4% | Added |
| Profund Advisors LLC | 7,312 | $510.7K | 0.02% | +1,392+23.5% | Added |
| Bryce Point Capital, LLC | 7,322 | $511.4K | 0.15% | +7,322 | New |
| Summit Global Investments | 7,372 | $515.0K | 0.03% | −12,309−62.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,747 | $541.1K | 0.01% | +1,883+32.1% | Added |
| Cetera Investment Advisers | 7,941 | $554.7K | 0.00% | +786+11.0% | Added |
| Xponance, Inc. | 7,990 | $558.1K | 0.01% | +2,393+42.8% | Added |
| Jones Financial Companies LLLP | 7,992 | $558.2K | 0.00% | −241−2.9% | Reduced |
| Quadrature Capital Ltd | 8,059 | $562.5K | 0.01% | −7,975−49.7% | Reduced |
| Mutual of America Capital Management LLC | 8,216 | $573.9K | 0.01% | +77+0.9% | Added |
| Advantage Alpha Capital Partners LP | 8,471 | $591.7K | 0.14% | +961+12.8% | Added |
| Bayesian Capital Management, LP | 8,527 | $595.6K | 0.07% | +8,527 | New |
| Pinnacle Associates Ltd | 8,600 | $600.7K | 0.01% | −500−5.5% | Reduced |
| Quantinno Capital Management LP | 8,755 | $611.5K | 0.01% | +588+7.2% | Added |
| Premier Fund Managers Ltd | 8,721 | $618.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,155 | $639.5K | 0.00% | +3,810+71.3% | Added |
| Truist Financial Corp | 9,530 | $665.7K | 0.00% | −584−5.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,847 | $687.8K | 0.00% | +967+10.9% | Added |
| EJF Capital LLC | 9,988 | $697.7K | 0.48% | −12−0.1% | Reduced |
| Great Lakes Advisors, LLC | 10,460 | $730.6K | 0.01% | −82−0.8% | Reduced |
| TD Asset Management Inc | 10,548 | $736.8K | 0.00% | −3,895−27.0% | Reduced |
| Renaissance Technologies LLC | 10,684 | $746.3K | 0.00% | −98,116−90.2% | Reduced |
| Aviso Financial Inc. | 10,826 | $756.2K | 0.04% | −4,682−30.2% | Reduced |
| Gsa Capital Partners LLP | 11,061 | $773.0K | 0.06% | −7,373−40.0% | Reduced |
| Hancock Whitney Corp | 11,202 | $782.5K | 0.02% | +271+2.5% | Added |
| Federated Hermes, Inc. | 11,301 | $789.4K | 0.00% | −3,161−21.9% | Reduced |
| Nisa Investment Advisors, LLC | 11,321 | $790.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,512 | $804.0K | 0.00% | +374+3.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,579 | $808.8K | 0.01% | +11+0.1% | Added |
| Handelsbanken Fonder AB | 11,595 | $810.0K | 0.00% | +1,600+16.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,635 | $812.7K | 0.01% | +11,635 | New |
| Sterling Capital Management LLC | 11,952 | $834.8K | 0.01% | +1,402+13.3% | Added |
| Oregon Public Employees Retirement Fund | 12,801 | $894.1K | 0.02% | +42+0.3% | Added |
| National Asset Management, Inc. | 12,828 | $896.0K | 0.03% | −31,542−71.1% | Reduced |
| SummerHaven Investment Management, LLC | 13,180 | $920.6K | 0.57% | 00.0% | Unchanged |
| Keel Point, LLC | 13,298 | $928.9K | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,348 | $932.4K | 0.00% | +5,380+67.5% | Added |
| Cerity Partners LLC | 14,341 | $946.0K | 0.00% | +2,090+17.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,567 | $947.7K | 0.06% | +266+2.0% | Added |
| Credit Agricole S A | 13,610 | $950.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 13,858 | $967.0K | 0.03% | +11,378+458.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,048 | $981.0K | 0.01% | +406+3.0% | Added |
| CWM Advisors, LLC | 14,223 | $993.5K | 0.11% | +1,561+12.3% | Added |
| KLP Kapitalforvaltning AS | 15,100 | $1.05M | 0.00% | +15,100 | New |
| CCG Wealth Management, LLC | 15,200 | $1.06M | 0.59% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 15,621 | $1.09M | 0.02% | +820+5.5% | Added |
| Arizona State Retirement System | 15,704 | $1.10M | 0.01% | +120+0.8% | Added |