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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 15,962 | $1.11M | 0.00% | −200−1.2% | Reduced |
| Amalgamated Bank | 15,964 | $1.11M | 0.01% | +8+0.1% | Added |
| Voya Investment Management LLC | 16,263 | $1.14M | 0.00% | −1,452−8.2% | Reduced |
| Empowered Funds, LLC | 16,306 | $1.14M | 0.02% | +3,588+28.2% | Added |
| Teachers Retirement System of the State of Kentucky | 16,374 | $1.14M | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 16,420 | $1.15M | 0.18% | −6,506−28.4% | Reduced |
| ProShare Advisors LLC | 16,461 | $1.15M | 0.00% | +5,070+44.5% | Added |
| Vestcor Inc | 16,478 | $1.15M | 0.04% | +12,073+274.1% | Added |
| Victory Capital Management Inc | 16,629 | $1.16M | 0.00% | +671+4.2% | Added |
| Aquatic Capital Management LLC | 16,906 | $1.18M | 0.03% | +5,106+43.3% | Added |
| New York State Common Retirement Fund | 16,962 | $1.18M | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17,104 | $1.19M | 0.01% | −4,988−22.6% | Reduced |
| Sanctuary Advisors, LLC | 17,313 | $1.21M | 0.01% | −3,318−16.1% | Reduced |
| Russell Investments Group, Ltd. | 17,705 | $1.24M | 0.00% | −612−3.3% | Reduced |
| Maryland State Retirement & Pension System | 18,265 | $1.28M | 0.03% | −10−0.1% | Reduced |
| Ridgewood Investments LLC | 18,376 | $1.28M | 0.62% | −100−0.5% | Reduced |
| Comerica Bank | 19,487 | $1.36M | 0.01% | −307−1.6% | Reduced |
| Wakefield Asset Management LLLP | 20,034 | $1.40M | 0.47% | −89−0.4% | Reduced |
| Advisory Research Inc | 20,315 | $1.42M | 0.24% | +8,255+68.4% | Added |
| Yousif Capital Management, LLC | 20,563 | $1.44M | 0.02% | −314−1.5% | Reduced |
| Avenir Corp | 20,790 | $1.45M | 0.15% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.47M | 0.18% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 21,000 | $1.47M | 0.00% | +21,000 | New |
| Natixis Advisors, L.P. | 21,814 | $1.52M | 0.00% | +784+3.7% | Added |
| DekaBank Deutsche Girozentrale | 22,226 | $1.56M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 22,615 | $1.58M | 0.03% | +8,935+65.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 23,033 | $1.61M | 0.02% | −3,062−11.7% | Reduced |
| Numerai GP LLC | 23,414 | $1.64M | 0.45% | −2,816−10.7% | Reduced |
| State of Tennessee, Treasury Department | 23,889 | $1.67M | 0.01% | +10,586+79.6% | Added |
| D.A. Davidson & Co. | 23,935 | $1.67M | 0.01% | −936−3.8% | Reduced |
| Militia Capital Partners, LP | 24,000 | $1.68M | 0.79% | +24,000 | New |
| Verition Fund Management LLC | 24,214 | $1.69M | 0.01% | +15,877+190.4% | Added |
| LPL Financial LLC | 25,503 | $1.78M | 0.00% | +1,381+5.7% | Added |
| NFJ Investment Group, LLC | 25,559 | $1.79M | 0.06% | −314−1.2% | Reduced |
| Fieldview Capital Management, LLC | 25,866 | $1.81M | 0.28% | +25,866 | New |
| Louisiana State Employees Retirement System | 26,200 | $1.83M | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 26,247 | $1.83M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 26,365 | $1.84M | 0.01% | −2,441−8.5% | Reduced |
| Bank of Montreal | 26,392 | $1.84M | 0.00% | −7,241−21.5% | Reduced |
| Point72 Asset Management, L.P. | 26,961 | $1.88M | 0.01% | +26,961 | New |
| Lazard Asset Management LLC | 27,963 | $1.95M | 0.00% | −113,704−80.3% | Reduced |
| Van Hulzen Asset Management, LLC | 28,656 | $2.00M | 0.15% | +1,311+4.8% | Added |
| Corebridge Financial, Inc. | 29,081 | $2.03M | 0.01% | −2,266−7.2% | Reduced |
| Illinois Municipal Retirement Fund | 29,916 | $2.09M | 0.03% | +196+0.7% | Added |
| Quantbot Technologies LP | 30,688 | $2.14M | 0.08% | −44,627−59.3% | Reduced |
| State of Alaska, Department of Revenue | 30,700 | $2.14M | 0.02% | −183−0.6% | Reduced |
| Balyasny Asset Management LLC | 31,051 | $2.17M | 0.01% | +16,430+112.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,110 | $2.17M | 0.00% | +1,207+4.0% | Added |
| Manufacturers Life Insurance Company, The | 31,137 | $2.17M | 0.00% | −840−2.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 32,600 | $2.28M | 0.12% | 00.0% | Unchanged |
| MetLife Investment Management | 32,968 | $2.30M | 0.01% | +1,450+4.6% | Added |
| Formula Growth Ltd | 33,624 | $2.35M | 0.80% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 34,806 | $2.43M | 0.02% | +8,807+33.9% | Added |
| Price T Rowe Associates Inc | 39,075 | $2.73M | 0.00% | +3,861+11.0% | Added |
| Argent Capital Management LLC | 39,181 | $2.74M | 0.08% | +5,142+15.1% | Added |
| Intech Investment Management LLC | 39,467 | $2.76M | 0.03% | +12,026+43.8% | Added |
| Twinbeech Capital LP | 39,932 | $2.79M | 0.05% | +36,625+1,107.5% | Added |
| Connors Investor Services Inc | 40,246 | $2.81M | 0.26% | −510−1.3% | Reduced |
| Susquehanna International Group, LLP | 40,727 | $2.84M | 0.00% | +9,738+31.4% | Added |
| Colony Group, LLC | 40,735 | $2.85M | 0.01% | −564−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 41,500 | $2.90M | 0.00% | −21−0.1% | Reduced |
| Two Sigma Advisers, LP | 41,816 | $2.92M | 0.01% | +15,000+55.9% | Added |
| New York State Teachers Retirement System | 43,126 | $3.01M | 0.01% | +279+0.7% | Added |
| Envestnet Asset Management Inc | 43,445 | $3.03M | 0.00% | +7,203+19.9% | Added |
| Trexquant Investment LP | 43,888 | $3.07M | 0.04% | +26,485+152.2% | Added |
| Van Eck Associates Corp | 47,951 | $3.35M | 0.00% | +47,951 | New |
| HRT Financial LP | 48,418 | $3.38M | 0.02% | +48,418 | New |
| Edgestream Partners, L.P. | 49,465 | $3.46M | 0.15% | −55,130−52.7% | Reduced |
| ExodusPoint Capital Management, LP | 49,753 | $3.48M | 0.04% | +49,753 | New |
| Cubist Systematic Strategies, LLC | 49,958 | $3.49M | 0.06% | +7,977+19.0% | Added |
| Janus Henderson Group PLC | 50,399 | $3.52M | 0.00% | +427+0.9% | Added |
| California State Teachers Retirement System | 50,641 | $3.54M | 0.00% | −591−1.2% | Reduced |
| Bank of America Corp | 50,713 | $3.54M | 0.00% | −187,037−78.7% | Reduced |
| New Age Alpha Advisors, LLC | 51,623 | $3.61M | 0.15% | +51,623 | New |
| Renaissance Group LLC | 51,760 | $3.62M | 0.15% | +5,269+11.3% | Added |
| Great West Life Assurance Co | 60,428 | $4.22M | 0.01% | −1,754−2.8% | Reduced |
| Thrivent Financial for Lutherans | 64,672 | $4.56M | 0.01% | −13,577−17.4% | Reduced |
| Kennedy Capital Management, Inc. | 66,383 | $4.64M | 0.10% | +6,292+10.5% | Added |
| Alliancebernstein L.P. | 70,885 | $4.95M | 0.00% | +532+0.8% | Added |
| Wells Fargo & Company | 70,916 | $4.95M | 0.00% | +9,082+14.7% | Added |
| S&T Bank | 77,060 | $5.38M | 1.72% | −10,466−12.0% | Reduced |
| Jane Street Group, LLC | 80,771 | $5.64M | 0.01% | +41,566+106.0% | Added |
| Quantedge Capital Pte Ltd | 82,700 | $5.78M | 2.11% | +36,700+79.8% | Added |
| Ci Investments Inc. | 87,044 | $6.08M | 0.02% | −2,738−3.0% | Reduced |
| Bridgeway Capital Management, LLC | 88,200 | $6.16M | 0.14% | −14,700−14.3% | Reduced |
| SEI Investments Co | 88,518 | $6.18M | 0.01% | +18,013+25.5% | Added |
| Redwood Investments, LLC | 90,712 | $6.34M | 1.70% | +59,667+192.2% | Added |
| Deutsche Bank AG | 92,818 | $6.48M | 0.00% | +54,759+143.9% | Added |
| Rafferty Asset Management, LLC | 99,301 | $6.94M | 0.02% | −33,283−25.1% | Reduced |
| Kestrel Investment Management Corp | 104,050 | $7.27M | 4.01% | 00.0% | Unchanged |
| Royce & Associates LP | 104,951 | $7.33M | 0.07% | −12,052−10.3% | Reduced |
| Swiss National Bank | 106,400 | $7.43M | 0.00% | +700+0.7% | Added |
| Royal Bank of Canada | 107,971 | $7.54M | 0.00% | −3,177−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 108,006 | $7.54M | 0.01% | −135,743−55.7% | Reduced |
| UBS Asset Management Americas Inc | 109,710 | $7.66M | 0.00% | +22,304+25.5% | Added |
| Qube Research & Technologies Ltd | 109,857 | $7.67M | 0.01% | −90,951−45.3% | Reduced |
| Squarepoint Ops LLC | 112,099 | $7.83M | 0.02% | +50,315+81.4% | Added |
| Lord, Abbett & Co. LLC | 116,206 | $8.12M | 0.03% | −18,182−13.5% | Reduced |
| HSBC Holdings PLC | 117,940 | $8.27M | 0.01% | +111,080+1,619.2% | Added |
| TCW Group Inc | 122,800 | $8.58M | 0.07% | −40,600−24.8% | Reduced |