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, Q1 2025
Institutional positions in Axos Financial, Inc. as of Mar 31, 2025. 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
- 352
- −2 vs. Q4 2024
- Shares held
- 46.0M
- −684.2K (−1.5%) vs. Q4 2024
- Total value
- $2.96B
- −$294.6M (−9.0%) vs. Q4 2024
- New holders
- 43
- 115 more added
- Sold out
- 45
- 122 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,293,081 | $535.1M | 0.01% | +3,8660.0% | Added |
| Vanguard Group Inc | 6,024,418 | $388.7M | 0.01% | −105,184−1.7% | Reduced |
| State Street Corp | 2,925,122 | $188.7M | 0.01% | −402,598−12.1% | Reduced |
| Dimensional Fund Advisors LP | 2,449,370 | $158.0M | 0.04% | −130,028−5.0% | Reduced |
| American Century Companies Inc | 2,151,229 | $138.8M | 0.09% | +276,450+14.7% | Added |
| Geode Capital Management, LLC | 1,546,008 | $99.8M | 0.01% | +57,749+3.9% | Added |
| Davis Asset Management, L.P. | 1,457,219 | $94.0M | 3.91% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 1,014,056 | $65.4M | 0.37% | −43,520−4.1% | Reduced |
| Northern Trust Corp | 730,135 | $47.1M | 0.01% | −12,702−1.7% | Reduced |
| Geneva Capital Management LLC | 697,248 | $45.0M | 0.84% | −2,652−0.4% | Reduced |
| Ameriprise Financial Inc | 681,878 | $44.0M | 0.01% | +4,332+0.6% | Added |
| Charles Schwab Investment Management Inc | 657,782 | $42.4M | 0.01% | −13,341−2.0% | Reduced |
| Morgan Stanley | 605,933 | $39.1M | 0.00% | −98,699−14.0% | Reduced |
| Citadel Advisors LLC | 601,529 | $38.8M | 0.04% | +395,894+192.5% | Added |
| Nuveen, LLC | 546,190 | $35.2M | 0.01% | +546,190 | New |
| Emerald Advisers, LLC | 533,586 | $34.4M | 1.55% | +54,466+11.4% | Added |
| Boston Partners | 504,815 | $31.2M | 0.04% | +77,730+18.2% | Added |
| Loomis Sayles & Co L P | 429,898 | $27.7M | 0.04% | −9,836−2.2% | Reduced |
| Shaker Investments LLC | 423,078 | $27.3M | 13.15% | −2,953−0.7% | Reduced |
| Bank of New York Mellon Corp | 394,144 | $25.4M | 0.01% | −16,737−4.1% | Reduced |
| Jarislowsky, Fraser Ltd | 383,295 | $24.7M | 0.15% | −21,644−5.3% | Reduced |
| Wellington Management Group LLP | 377,079 | $24.3M | 0.00% | −264,172−41.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 364,026 | $23.5M | 1.67% | +628+0.2% | Added |
| JPMorgan Chase & Co | 356,161 | $23.0M | 0.00% | −54,429−13.3% | Reduced |
| Bragg Financial Advisors, Inc | 353,950 | $22.8M | 0.94% | −44,414−11.1% | Reduced |
| Principal Financial Group Inc | 347,799 | $22.4M | 0.01% | +9,881+2.9% | Added |
| Goldman Sachs Group Inc | 343,267 | $22.1M | 0.00% | −334,420−49.3% | Reduced |
| Invesco Ltd. | 327,238 | $21.1M | 0.00% | −157,323−32.5% | Reduced |
| Stieven Capital Advisors, L.P. | 283,759 | $18.3M | 3.55% | +48,100+20.4% | Added |
| Pembroke Management, LTD | 274,572 | $17.7M | 2.58% | +16,282+6.3% | Added |
| Voloridge Investment Management, LLC | 271,553 | $17.5M | 0.06% | −112,102−29.2% | Reduced |
| Ategra Capital Management, LLC | 235,093 | $15.2M | 12.26% | +20,813+9.7% | Added |
| Militia Capital Partners, LP | 222,000 | $14.3M | 5.81% | +198,000+825.0% | Added |
| Algert Global LLC | 221,730 | $14.3M | 0.35% | +48,096+27.7% | Added |
| Voss Capital, LLC | 207,704 | $13.4M | 1.03% | +207,704 | New |
| Epoch Investment Partners, Inc. | 201,143 | $13.0M | 0.07% | +1,481+0.7% | Added |
| Public Sector Pension Investment Board | 197,341 | $12.7M | 0.06% | +62,198+46.0% | Added |
| Kennedy Capital Management, Inc. | 195,035 | $12.6M | 0.30% | +128,652+193.8% | Added |
| Raymond James Financial Inc | 182,729 | $11.8M | 0.00% | −52,981−22.5% | Reduced |
| AQR Capital Management LLC | 175,146 | $11.3M | 0.01% | +49,007+38.9% | Added |
| Two Sigma Investments, LP | 172,929 | $11.2M | 0.02% | −51,118−22.8% | Reduced |
| FMR LLC | 172,106 | $11.1M | 0.00% | −324,313−65.3% | Reduced |
| State of Wisconsin Investment Board | 171,790 | $11.1M | 0.03% | +16,853+10.9% | Added |
| UBS Group AG | 167,110 | $10.8M | 0.00% | +37,988+29.4% | Added |
| Prudential Financial Inc | 166,994 | $10.8M | 0.02% | +33,350+25.0% | Added |
| Jane Street Group, LLC | 164,073 | $10.6M | 0.02% | +83,302+103.1% | Added |
| First Eagle Investment Management, LLC | 162,272 | $10.5M | 0.02% | −39,500−19.6% | Reduced |
| Millennium Management LLC | 157,621 | $10.2M | 0.01% | −57,620−26.8% | Reduced |
| Rhumbline Advisers | 156,646 | $10.1M | 0.01% | −6,627−4.1% | Reduced |
| Gator Capital Management, LLC | 153,230 | $9.89M | 3.78% | +210+0.1% | Added |
| Franklin Resources Inc | 151,510 | $9.78M | 0.00% | +18,704+14.1% | Added |
| Bank of America Corp | 149,302 | $9.63M | 0.00% | +98,589+194.4% | Added |
| Qube Research & Technologies Ltd | 146,223 | $9.43M | 0.01% | +36,366+33.1% | Added |
| Legal & General Group Plc | 144,934 | $9.35M | 0.00% | −5,961−4.0% | Reduced |
| Brandywine Global Investment Management, LLC | 140,114 | $9.04M | 0.07% | −5,410−3.7% | Reduced |
| First Trust Advisors LP | 137,582 | $8.88M | 0.01% | −1,532−1.1% | Reduced |
| Lord, Abbett & Co. LLC | 129,333 | $8.35M | 0.03% | +13,127+11.3% | Added |
| Citigroup Inc | 127,810 | $8.25M | 0.01% | −21,817−14.6% | Reduced |
| SEI Investments Co | 122,041 | $7.87M | 0.01% | +33,523+37.9% | Added |
| Allspring Global Investments Holdings, LLC | 119,286 | $7.68M | 0.01% | −13,286−10.0% | Reduced |
| UBS Asset Management Americas Inc | 109,900 | $7.09M | 0.00% | +190+0.2% | Added |
| Royal Bank of Canada | 108,986 | $7.03M | 0.00% | +1,015+0.9% | Added |
| D. E. Shaw & Co., Inc. | 108,031 | $6.97M | 0.01% | +250.0% | Added |
| Swiss National Bank | 105,100 | $6.78M | 0.00% | −1,300−1.2% | Reduced |
| Kestrel Investment Management Corp | 104,050 | $6.71M | 4.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 103,888 | $6.70M | 0.01% | +63,161+155.1% | Added |
| Barclays PLC | 99,329 | $6.41M | 0.00% | −54,783−35.5% | Reduced |
| Orchard Capital Managment, LLC | 98,899 | $6.38M | 4.36% | −31,258−24.0% | Reduced |
| Royce & Associates LP | 93,090 | $6.01M | 0.07% | −11,861−11.3% | Reduced |
| TCW Group Inc | 92,020 | $5.94M | 0.05% | −30,780−25.1% | Reduced |
| Redwood Investments, LLC | 90,716 | $5.85M | 2.19% | +40.0% | Added |
| Bridgeway Capital Management, LLC | 88,200 | $5.69M | 0.14% | 00.0% | Unchanged |
| Deutsche Bank AG | 87,753 | $5.66M | 0.00% | −5,065−5.5% | Reduced |
| Ci Investments Inc. | 86,707 | $5.59M | 0.02% | −337−0.4% | Reduced |
| AXA S.A. | 84,600 | $5.46M | 0.02% | +84,600 | New |
| S&T Bank | 76,138 | $4.91M | 1.61% | −922−1.2% | Reduced |
| Alliancebernstein L.P. | 66,385 | $4.28M | 0.00% | −4,500−6.3% | Reduced |
| Thrivent Financial for Lutherans | 63,699 | $4.17M | 0.01% | −973−1.5% | Reduced |
| Rafferty Asset Management, LLC | 64,398 | $4.15M | 0.02% | −34,903−35.1% | Reduced |
| Renaissance Group LLC | 64,081 | $4.13M | 0.18% | +12,321+23.8% | Added |
| Great West Life Assurance Co | 56,919 | $3.68M | 0.01% | −3,509−5.8% | Reduced |
| Edgestream Partners, L.P. | 55,147 | $3.56M | 0.12% | +5,682+11.5% | Added |
| Assenagon Asset Management S.A. | 54,619 | $3.52M | 0.01% | −86,385−61.3% | Reduced |
| Van Eck Associates Corp | 53,076 | $3.42M | 0.00% | +5,125+10.7% | Added |
| Envestnet Asset Management Inc | 50,402 | $3.25M | 0.00% | +6,957+16.0% | Added |
| California State Teachers Retirement System | 49,973 | $3.22M | 0.00% | −668−1.3% | Reduced |
| Janus Henderson Group PLC | 47,831 | $3.04M | 0.00% | −2,568−5.1% | Reduced |
| Trexquant Investment LP | 44,235 | $2.85M | 0.03% | +347+0.8% | Added |
| National Asset Management, Inc. | 43,928 | $2.83M | 0.09% | +31,100+242.4% | Added |
| New York State Teachers Retirement System | 43,026 | $2.78M | 0.01% | −100−0.2% | Reduced |
| Wells Fargo & Company | 42,822 | $2.76M | 0.00% | −28,094−39.6% | Reduced |
| Price T Rowe Associates Inc | 42,789 | $2.76M | 0.00% | +3,714+9.5% | Added |
| Lazard Asset Management LLC | 42,447 | $2.74M | 0.00% | +14,484+51.8% | Added |
| Intech Investment Management LLC | 42,145 | $2.72M | 0.03% | +2,678+6.8% | Added |
| HRT Financial LP | 41,951 | $2.71M | 0.02% | −6,467−13.4% | Reduced |
| Empirical Finance, LLC | 41,515 | $2.68M | 0.16% | +41,515 | New |
| Colony Group, LLC | 41,165 | $2.66M | 0.01% | +430+1.1% | Added |
| Connors Investor Services Inc | 39,959 | $2.58M | 0.26% | −287−0.7% | Reduced |
| Russell Investments Group, Ltd. | 39,552 | $2.55M | 0.00% | +21,847+123.4% | Added |
| Argent Capital Management LLC | 38,907 | $2.51M | 0.08% | −274−0.7% | Reduced |