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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 126,139 | $8.81M | 0.01% | +24,396+24.0% | Added |
| UBS Group AG | 129,122 | $9.02M | 0.00% | +7,407+6.1% | Added |
| Allspring Global Investments Holdings, LLC | 132,572 | $9.19M | 0.01% | −42,596−24.3% | Reduced |
| Orchard Capital Managment, LLC | 130,157 | $9.21M | 3.63% | −7,315−5.3% | Reduced |
| Franklin Resources Inc | 132,806 | $9.28M | 0.00% | −10,527−7.3% | Reduced |
| Prudential Financial Inc | 133,644 | $9.34M | 0.01% | −9,240−6.5% | Reduced |
| Public Sector Pension Investment Board | 135,143 | $9.44M | 0.04% | +20,274+17.6% | Added |
| First Trust Advisors LP | 139,114 | $9.72M | 0.01% | +81,861+143.0% | Added |
| Assenagon Asset Management S.A. | 141,004 | $9.85M | 0.02% | +141,004 | New |
| Brandywine Global Investment Management, LLC | 145,524 | $10.2M | 0.07% | −6,617−4.3% | Reduced |
| Citigroup Inc | 149,627 | $10.5M | 0.01% | −1,524−1.0% | Reduced |
| Legal & General Group Plc | 150,895 | $10.5M | 0.00% | +2,408+1.6% | Added |
| Gator Capital Management, LLC | 153,020 | $10.7M | 4.04% | −160−0.1% | Reduced |
| Barclays PLC | 154,112 | $10.8M | 0.01% | +11,397+8.0% | Added |
| State of Wisconsin Investment Board | 154,937 | $10.8M | 0.03% | +9,979+6.9% | Added |
| Rhumbline Advisers | 163,273 | $11.4M | 0.01% | −1,730−1.0% | Reduced |
| Algert Global LLC | 173,634 | $12.1M | 0.29% | +15,017+9.5% | Added |
| Epoch Investment Partners, Inc. | 199,662 | $13.9M | 0.07% | +143,474+255.3% | Added |
| First Eagle Investment Management, LLC | 201,772 | $14.1M | 0.03% | −3,600−1.8% | Reduced |
| Citadel Advisors LLC | 205,635 | $14.4M | 0.01% | −28,736−12.3% | Reduced |
| Ategra Capital Management, LLC | 214,280 | $15.0M | 10.09% | +69,438+47.9% | Added |
| Millennium Management LLC | 215,241 | $15.0M | 0.01% | −100,050−31.7% | Reduced |
| Two Sigma Investments, LP | 224,047 | $15.6M | 0.04% | −30,662−12.0% | Reduced |
| Stieven Capital Advisors, L.P. | 235,659 | $16.5M | 2.93% | −49,674−17.4% | Reduced |
| Raymond James Financial Inc | 235,710 | $16.5M | 0.01% | +235,710 | New |
| Pembroke Management, LTD | 258,290 | $18.0M | 2.25% | +18,380+7.7% | Added |
| Arrowstreet Capital, Limited Partnership | 289,723 | $20.2M | 0.02% | −137,020−32.1% | Reduced |
| Principal Financial Group Inc | 337,918 | $23.6M | 0.01% | +17,201+5.4% | Added |
| Emerald Mutual Fund Advisers Trust | 363,398 | $25.4M | 1.54% | −59,062−14.0% | Reduced |
| Voloridge Investment Management, LLC | 383,655 | $26.8M | 0.09% | −85,816−18.3% | Reduced |
| Bragg Financial Advisors, Inc | 398,364 | $27.8M | 1.13% | +2,028+0.5% | Added |
| Jarislowsky, Fraser Ltd | 404,939 | $28.3M | 0.17% | −209,399−34.1% | Reduced |
| JPMorgan Chase & Co | 410,590 | $28.7M | 0.00% | +128,932+45.8% | Added |
| Bank of New York Mellon Corp | 410,881 | $28.7M | 0.01% | −43,117−9.5% | Reduced |
| Shaker Investments LLC | 426,031 | $29.8M | 12.46% | −13,622−3.1% | Reduced |
| Boston Partners | 427,085 | $29.9M | 0.04% | +427,085 | New |
| Loomis Sayles & Co L P | 439,734 | $30.7M | 0.04% | −13,691−3.0% | Reduced |
| Emerald Advisers, LLC | 479,120 | $33.5M | 1.30% | −26,424−5.2% | Reduced |
| Invesco Ltd. | 484,561 | $33.8M | 0.01% | +31,530+7.0% | Added |
| FMR LLC | 496,419 | $34.7M | 0.00% | −266,010−34.9% | Reduced |
| Nuveen Asset Management, LLC | 618,545 | $43.2M | 0.01% | −96,301−13.5% | Reduced |
| Wellington Management Group LLP | 641,251 | $44.8M | 0.01% | −164,557−20.4% | Reduced |
| Charles Schwab Investment Management Inc | 671,123 | $46.9M | 0.01% | −1,719−0.3% | Reduced |
| Ameriprise Financial Inc | 677,546 | $47.3M | 0.01% | +54,238+8.7% | Added |
| Goldman Sachs Group Inc | 677,687 | $47.3M | 0.01% | +49,370+7.9% | Added |
| Geneva Capital Management LLC | 699,900 | $48.9M | 0.85% | −8,620−1.2% | Reduced |
| Morgan Stanley | 704,632 | $49.2M | 0.00% | +10,038+1.4% | Added |
| Northern Trust Corp | 742,837 | $51.9M | 0.01% | +33,207+4.7% | Added |
| Wasatch Advisors Inc | 1,057,576 | $73.9M | 0.37% | −97,161−8.4% | Reduced |
| Davis Asset Management, L.P. | 1,457,219 | $101.8M | 4.15% | −42,781−2.9% | Reduced |
| Geode Capital Management, LLC | 1,488,259 | $104.0M | 0.01% | +43,503+3.0% | Added |
| American Century Companies Inc | 1,874,779 | $131.0M | 0.08% | +163,952+9.6% | Added |
| Dimensional Fund Advisors LP | 2,579,398 | $180.2M | 0.04% | −40,169−1.5% | Reduced |
| State Street Corp | 3,327,720 | $232.4M | 0.01% | +149,012+4.7% | Added |
| Vanguard Group Inc | 6,129,602 | $428.2M | 0.01% | +49,695+0.8% | Added |
| BlackRock, Inc. | 8,289,215 | $579.0M | 0.01% | −63,376−0.8% | Reduced |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −258,937−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −78,831−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −53,704−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −37,800−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −24,824−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,180−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,194−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,609−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,344−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,439−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,045−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −5,091−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −4,682−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −3,897−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,857−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,379−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,213−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,117−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Axiom Advisory, LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |