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; 387 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 | 387 | $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 |
|---|---|---|---|---|---|
| Bryce Point Capital, LLC | 7,322 | $511.4K | 0.15% | +7,322 | New |
| Profund Advisors LLC | 7,312 | $510.7K | 0.02% | +1,392+23.5% | Added |
| Stifel Financial Corp | 7,310 | $510.6K | 0.00% | +241+3.4% | Added |
| Avantax Advisory Services, Inc. | 7,121 | $497.4K | 0.00% | +48+0.7% | Added |
| Fred Alger Management, LLC | 7,070 | $493.8K | 0.00% | +7,070 | New |
| Pictet Asset Management Holding SA | 6,795 | $474.6K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,523 | $455.6K | 0.03% | −25−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 6,505 | $454.0K | 0.00% | −48−0.7% | Reduced |
| Mariner, LLC | 6,403 | $447.3K | 0.00% | +545+9.3% | Added |
| Waterloo Capital, L.P. | 6,360 | $444.2K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,329 | $442.1K | 0.02% | +2,248+55.1% | Added |
| Hussman Strategic Advisors, Inc. | 6,300 | $440.1K | 0.13% | +6,300 | New |
| Point72 (DIFC) Ltd | 6,266 | $437.7K | 0.04% | +4,021+179.1% | Added |
| James Investment Research Inc | 6,172 | $431.1K | 0.05% | −10.0% | Reduced |
| Wolverine Trading, LLC | 5,917 | $419.5K | 0.01% | −4,826−44.9% | Reduced |
| Ieq Capital, LLC | 5,894 | $411.7K | 0.00% | +5,894 | New |
| Ameritas Investment Partners, Inc. | 5,717 | $399.3K | 0.01% | +254+4.6% | Added |
| Savant Capital, LLC | 5,546 | $387.4K | 0.00% | −488−8.1% | Reduced |
| Moran Wealth Management, LLC | 5,546 | $387.4K | 0.01% | +5,546 | New |
| Alps Advisors Inc | 5,528 | $386.1K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,500 | $384.2K | 0.01% | +5,500 | New |
| Farringdon Capital, Ltd. | 5,357 | $374.2K | 0.15% | +5,357 | New |
| Everence Capital Management Inc | 5,330 | $372.0K | 0.02% | −3,260−38.0% | Reduced |
| Wesbanco Bank Inc | 5,300 | $370.2K | 0.01% | 00.0% | Unchanged |
| Optimize Financial Inc | 5,284 | $369.1K | 0.28% | +5,284 | New |
| Virtu Financial LLC | 5,259 | $367.0K | 0.02% | +846+19.2% | Added |
| Cetera Trust Company, N.A | 5,130 | $358.3K | 0.23% | −135−2.6% | Reduced |
| CIBC World Markets Corp | 5,113 | $357.1K | 0.00% | +5,113 | New |
| Gallacher Capital Management LLC | 5,080 | $354.8K | 0.18% | +5,080 | New |
| The PNC Financial Services Group, Inc. | 5,012 | $350.1K | 0.00% | +24+0.5% | Added |
| Western Wealth Management, LLC | 4,800 | $335.3K | 0.02% | +4,800 | New |
| Choate Investment Advisors | 4,759 | $332.4K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 4,737 | $330.9K | 0.02% | −21,334−81.8% | Reduced |
| SkyOak Wealth, LLC | 4,694 | $327.9K | 0.07% | +4,694 | New |
| Pathstone Holdings, LLC | 4,668 | $326.1K | 0.00% | +507+12.2% | Added |
| Mission Creek Capital Partners, Inc. | 4,631 | $323.5K | 0.07% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 4,629 | $323.3K | 0.02% | +105+2.3% | Added |
| CIBC Private Wealth Group, LLC | 4,625 | $318.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,546 | $318.0K | 0.00% | −96−2.1% | Reduced |
| Aigen Investment Management, LP | 4,526 | $316.1K | 0.06% | −629−12.2% | Reduced |
| MML Investors Services, LLC | 4,425 | $309.0K | 0.00% | +1,052+31.2% | Added |
| Cim Investment Mangement Inc | 4,416 | $308.5K | 0.09% | 00.0% | Unchanged |
| Creative Planning | 4,126 | $288.2K | 0.00% | +4,126 | New |
| Wealth Enhancement Advisory Services, LLC | 4,116 | $287.5K | 0.00% | +4,116 | New |
| Advisor Group Holdings, Inc. | 4,015 | $280.5K | 0.00% | −694−14.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,907 | $279.9K | 0.00% | +3,907 | New |
| 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 |
| Quest Partners LLC | 3,971 | $277.4K | 0.04% | −1,320−24.9% | Reduced |
| Mutual Advisors, LLC | 3,885 | $275.7K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,830 | $267.0K | 0.00% | −6−0.2% | Reduced |
| Pensionmark Financial Group, LLC | 3,821 | $266.9K | 0.01% | +300+8.5% | Added |
| Cresset Asset Management, LLC | 3,758 | $262.5K | 0.00% | −35−0.9% | Reduced |
| Ground Swell Capital, LLC | 3,738 | $261.1K | 0.57% | +3,738 | New |
| Guggenheim Capital LLC | 3,699 | $258.4K | 0.00% | −61,547−94.3% | Reduced |
| CWM, LLC | 3,664 | $256.0K | 0.00% | +305+9.1% | Added |
| Earnest Partners LLC | 3,600 | $251.5K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,563 | $248.9K | 0.00% | −80−2.2% | Reduced |
| Vontobel Holding Ltd. | 3,558 | $248.5K | 0.00% | −2,866−44.6% | Reduced |
| Mackenzie Financial Corp | 3,525 | $246.2K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,418 | $238.7K | 0.00% | −300−8.1% | Reduced |
| 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 |
| Huntington National Bank | 3,395 | $237.1K | 0.00% | +672+24.7% | Added |
| Jain Global LLC | 3,330 | $232.6K | 0.01% | +3,330 | New |
| Ashton Thomas Private Wealth, LLC | 3,229 | $225.5K | 0.01% | +3,229 | New |
| Bourgeon Capital Management LLC | 3,200 | $223.5K | 0.04% | −800−20.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,186 | $222.5K | 0.00% | +3,186 | New |
| Defined Financial Planning LLC | 3,163 | $220.9K | 0.24% | +3,163 | New |
| Raiffeisen Bank International AG | 3,013 | $213.7K | 0.00% | +3,013 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,937 | $205.1K | 0.05% | +2,937 | New |
| Bridgefront Capital, LLC | 2,879 | $201.1K | 0.07% | +2,879 | New |
| Dakota Wealth Management | 2,867 | $200.3K | 0.00% | +2,867 | New |
| Steward Partners Investment Advisory, LLC | 2,582 | $180.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,528 | $176.6K | 0.00% | +567+28.9% | Added |
| KBC Group NV | 2,469 | $172.0K | 0.00% | +864+53.8% | Added |
| Covestor Ltd | 2,274 | $158.0K | 0.10% | +442+24.1% | Added |
| National Bank of Canada | 2,053 | $143.4K | 0.00% | −133−6.1% | Reduced |
| Palouse Capital Management, Inc. | 1,931 | $134.9K | 0.09% | −550−22.2% | Reduced |
| US Bancorp | 1,859 | $129.9K | 0.00% | +830+80.7% | Added |
| State of Wyoming | 1,548 | $108.1K | 0.01% | +106+7.4% | Added |
| Smartleaf Asset Management LLC | 1,509 | $107.0K | 0.01% | +1,222+425.8% | Added |
| MAI Capital Management | 1,500 | $104.8K | 0.00% | +1,500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,486 | $103.8K | 0.00% | +676+83.5% | Added |
| GAMMA Investing LLC | 1,318 | $92.1K | 0.01% | +336+34.2% | Added |
| Oakworth Capital, Inc. | 1,305 | $91.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,261 | $88.1K | 0.01% | +849+206.1% | Added |
| SRS Capital Advisors, Inc. | 1,097 | $76.6K | 0.00% | +773+238.6% | Added |
| Ravenstone Capital Management Inc. | 1,000 | $69.8K | 0.04% | +1,000 | New |
| R Squared Ltd | 940 | $65.7K | 0.06% | +940 | New |
| GWM Advisors LLC | 900 | $62.9K | 0.00% | +850+1,700.0% | Added |
| Oarsman Capital, Inc. | 880 | $61.5K | 0.01% | +49+5.9% | Added |
| Medallion Wealth Advisors, LLC | 896 | $57.8K | 0.03% | +896 | New |
| Proequities, Inc. | 756 | $53.9K | 0.00% | +81+12.0% | Added |
| Kestra Investment Management, LLC | 748 | $52.2K | 0.00% | +748 | New |
| 1620 Investment Advisors, Inc. | 740 | $51.7K | 0.04% | −90−10.8% | Reduced |
| Clearstead Advisors, LLC | 630 | $44.0K | 0.00% | −12−1.9% | Reduced |
| Farther Finance Advisors, LLC | 627 | $43.8K | 0.00% | −21−3.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 617 | $43.1K | 0.04% | +617 | New |
| Investment Research & Advisory Group, Inc. | 504 | $35.2K | 0.01% | 00.0% | Unchanged |