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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 39,467 | $2.76M | 0.03% | +12,026+43.8% | Added |
| Argent Capital Management LLC | 39,181 | $2.74M | 0.08% | +5,142+15.1% | Added |
| Price T Rowe Associates Inc | 39,075 | $2.73M | 0.00% | +3,861+11.0% | Added |
| Schonfeld Strategic Advisors LLC | 34,806 | $2.43M | 0.02% | +8,807+33.9% | Added |
| Formula Growth Ltd | 33,624 | $2.35M | 0.80% | 00.0% | Unchanged |
| MetLife Investment Management | 32,968 | $2.30M | 0.01% | +1,450+4.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 32,600 | $2.28M | 0.12% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 31,137 | $2.17M | 0.00% | −840−2.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 31,110 | $2.17M | 0.00% | +1,207+4.0% | Added |
| Balyasny Asset Management LLC | 31,051 | $2.17M | 0.01% | +16,430+112.4% | Added |
| State of Alaska, Department of Revenue | 30,700 | $2.14M | 0.02% | −183−0.6% | Reduced |
| Quantbot Technologies LP | 30,688 | $2.14M | 0.08% | −44,627−59.3% | Reduced |
| Illinois Municipal Retirement Fund | 29,916 | $2.09M | 0.03% | +196+0.7% | Added |
| Corebridge Financial, Inc. | 29,081 | $2.03M | 0.01% | −2,266−7.2% | Reduced |
| Van Hulzen Asset Management, LLC | 28,656 | $2.00M | 0.15% | +1,311+4.8% | Added |
| Lazard Asset Management LLC | 27,963 | $1.95M | 0.00% | −113,704−80.3% | Reduced |
| Point72 Asset Management, L.P. | 26,961 | $1.88M | 0.01% | +26,961 | New |
| Bank of Montreal | 26,392 | $1.84M | 0.00% | −7,241−21.5% | Reduced |
| State of New Jersey Common Pension Fund D | 26,365 | $1.84M | 0.01% | −2,441−8.5% | Reduced |
| Ensign Peak Advisors, Inc | 26,247 | $1.83M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 26,200 | $1.83M | 0.03% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 25,866 | $1.81M | 0.28% | +25,866 | New |
| NFJ Investment Group, LLC | 25,559 | $1.79M | 0.06% | −314−1.2% | Reduced |
| LPL Financial LLC | 25,503 | $1.78M | 0.00% | +1,381+5.7% | Added |
| Verition Fund Management LLC | 24,214 | $1.69M | 0.01% | +15,877+190.4% | Added |
| Militia Capital Partners, LP | 24,000 | $1.68M | 0.79% | +24,000 | New |
| D.A. Davidson & Co. | 23,935 | $1.67M | 0.01% | −936−3.8% | Reduced |
| State of Tennessee, Treasury Department | 23,889 | $1.67M | 0.01% | +10,586+79.6% | Added |
| Numerai GP LLC | 23,414 | $1.64M | 0.45% | −2,816−10.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,033 | $1.61M | 0.02% | −3,062−11.7% | Reduced |
| Engineers Gate Manager LP | 22,615 | $1.58M | 0.03% | +8,935+65.3% | Added |
| DekaBank Deutsche Girozentrale | 22,226 | $1.56M | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 21,814 | $1.52M | 0.00% | +784+3.7% | Added |
| 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 |
| Avenir Corp | 20,790 | $1.45M | 0.15% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 20,563 | $1.44M | 0.02% | −314−1.5% | Reduced |
| Advisory Research Inc | 20,315 | $1.42M | 0.24% | +8,255+68.4% | Added |
| Wakefield Asset Management LLLP | 20,034 | $1.40M | 0.47% | −89−0.4% | Reduced |
| Comerica Bank | 19,487 | $1.36M | 0.01% | −307−1.6% | Reduced |
| Ridgewood Investments LLC | 18,376 | $1.28M | 0.62% | −100−0.5% | Reduced |
| Maryland State Retirement & Pension System | 18,265 | $1.28M | 0.03% | −10−0.1% | Reduced |
| Russell Investments Group, Ltd. | 17,705 | $1.24M | 0.00% | −612−3.3% | Reduced |
| Sanctuary Advisors, LLC | 17,313 | $1.21M | 0.01% | −3,318−16.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,104 | $1.19M | 0.01% | −4,988−22.6% | Reduced |
| New York State Common Retirement Fund | 16,962 | $1.18M | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 16,906 | $1.18M | 0.03% | +5,106+43.3% | Added |
| Victory Capital Management Inc | 16,629 | $1.16M | 0.00% | +671+4.2% | Added |
| Vestcor Inc | 16,478 | $1.15M | 0.04% | +12,073+274.1% | Added |
| ProShare Advisors LLC | 16,461 | $1.15M | 0.00% | +5,070+44.5% | Added |
| Dynamic Technology Lab Private Ltd | 16,420 | $1.15M | 0.18% | −6,506−28.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,374 | $1.14M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 16,306 | $1.14M | 0.02% | +3,588+28.2% | Added |
| Voya Investment Management LLC | 16,263 | $1.14M | 0.00% | −1,452−8.2% | Reduced |
| Amalgamated Bank | 15,964 | $1.11M | 0.01% | +8+0.1% | Added |
| State Board of Administration of Florida Retirement System | 15,962 | $1.11M | 0.00% | −200−1.2% | Reduced |
| Arizona State Retirement System | 15,704 | $1.10M | 0.01% | +120+0.8% | Added |
| Exchange Traded Concepts, LLC | 15,621 | $1.09M | 0.02% | +820+5.5% | Added |
| CCG Wealth Management, LLC | 15,200 | $1.06M | 0.59% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 15,100 | $1.05M | 0.00% | +15,100 | New |
| CWM Advisors, LLC | 14,223 | $993.5K | 0.11% | +1,561+12.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,048 | $981.0K | 0.01% | +406+3.0% | Added |
| Simplex Trading, LLC | 13,858 | $967.0K | 0.03% | +11,378+458.8% | Added |
| Credit Agricole S A | 13,610 | $950.7K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 13,567 | $947.7K | 0.06% | +266+2.0% | Added |
| Cerity Partners LLC | 14,341 | $946.0K | 0.00% | +2,090+17.1% | Added |
| HighTower Advisors, LLC | 13,348 | $932.4K | 0.00% | +5,380+67.5% | Added |
| Keel Point, LLC | 13,298 | $928.9K | 0.07% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 13,180 | $920.6K | 0.57% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,828 | $896.0K | 0.03% | −31,542−71.1% | Reduced |
| Oregon Public Employees Retirement Fund | 12,801 | $894.1K | 0.02% | +42+0.3% | Added |
| Sterling Capital Management LLC | 11,952 | $834.8K | 0.01% | +1,402+13.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,635 | $812.7K | 0.01% | +11,635 | New |
| Handelsbanken Fonder AB | 11,595 | $810.0K | 0.00% | +1,600+16.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,579 | $808.8K | 0.01% | +11+0.1% | Added |
| Teacher Retirement System of Texas | 11,512 | $804.0K | 0.00% | +374+3.4% | Added |
| Nisa Investment Advisors, LLC | 11,321 | $790.8K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,301 | $789.4K | 0.00% | −3,161−21.9% | Reduced |
| Hancock Whitney Corp | 11,202 | $782.5K | 0.02% | +271+2.5% | Added |
| Gsa Capital Partners LLP | 11,061 | $773.0K | 0.06% | −7,373−40.0% | Reduced |
| Aviso Financial Inc. | 10,826 | $756.2K | 0.04% | −4,682−30.2% | Reduced |
| Renaissance Technologies LLC | 10,684 | $746.3K | 0.00% | −98,116−90.2% | Reduced |
| TD Asset Management Inc | 10,548 | $736.8K | 0.00% | −3,895−27.0% | Reduced |
| Great Lakes Advisors, LLC | 10,460 | $730.6K | 0.01% | −82−0.8% | Reduced |
| EJF Capital LLC | 9,988 | $697.7K | 0.48% | −12−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,847 | $687.8K | 0.00% | +967+10.9% | Added |
| Truist Financial Corp | 9,530 | $665.7K | 0.00% | −584−5.8% | Reduced |
| Mercer Global Advisors Inc | 9,155 | $639.5K | 0.00% | +3,810+71.3% | Added |
| Premier Fund Managers Ltd | 8,721 | $618.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 8,755 | $611.5K | 0.01% | +588+7.2% | Added |
| Pinnacle Associates Ltd | 8,600 | $600.7K | 0.01% | −500−5.5% | Reduced |
| Bayesian Capital Management, LP | 8,527 | $595.6K | 0.07% | +8,527 | New |
| Advantage Alpha Capital Partners LP | 8,471 | $591.7K | 0.14% | +961+12.8% | Added |
| Mutual of America Capital Management LLC | 8,216 | $573.9K | 0.01% | +77+0.9% | Added |
| Quadrature Capital Ltd | 8,059 | $562.5K | 0.01% | −7,975−49.7% | Reduced |
| Jones Financial Companies LLLP | 7,992 | $558.2K | 0.00% | −241−2.9% | Reduced |
| Xponance, Inc. | 7,990 | $558.1K | 0.01% | +2,393+42.8% | Added |
| Cetera Investment Advisers | 7,941 | $554.7K | 0.00% | +786+11.0% | Added |
| Tower Research Capital LLC (TRC) | 7,747 | $541.1K | 0.01% | +1,883+32.1% | Added |
| Summit Global Investments | 7,372 | $515.0K | 0.03% | −12,309−62.5% | Reduced |