Axos Financial, Inc.

Exchange: NYSE
Industry: Savings Institution, Federally Chartered
SEC CIK: 0001299709

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Axos Financial, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of AX: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	356	2	352	−2
Shares	47.3M	618.8K	46.0M	−684.2K (−1.5%)
Value	$3.30B	$43.2M	$2.96B	−$294.6M (−9.0%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Axos Financial, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to AX in Q1 2025
Institution	Shares	Value	% of portfolio
Nuveen, LLC	546,190	$35.2M	0.01%
Voss Capital, LLC	207,704	$13.4M	1.03%
AXA S.A.	84,600	$5.46M	0.02%
Empirical Finance, LLC	41,515	$2.68M	0.16%
Universal- Beteiligungs- und Servicegesellschaft mbH	37,422	$2.41M	0.00%
Virginia Retirement Systems Et Al	30,155	$1.95M	0.01%
OP Asset Management Ltd	19,924	$1.29M	0.02%
Tudor Investment Corp Et Al	17,430	$1.12M	0.01%
SG Americas Securities, LLC	11,630	$750.0K	0.00%
Inspire Advisors, LLC	9,993	$644.8K	0.07%
XTX Topco Ltd	9,677	$624.4K	0.03%
Jupiter Asset Management Ltd	8,104	$522.9K	0.01%
Marshall Wace, LLP	7,866	$507.5K	0.00%
PharVision Advisers, LLC	5,812	$375.0K	0.52%
Concurrent Investment Advisors, LLC	5,117	$330.1K	0.01%
J.W. Cole Advisors, Inc.	4,150	$267.8K	0.01%
JustInvest LLC	3,971	$256.2K	0.00%
Verdence Capital Advisors LLC	3,798	$245.0K	0.02%
Pallas Capital Advisors LLC	3,768	$243.1K	0.01%
Foyston, Gordon, & Payne Inc	3,721	$240.1K	0.06%
Vicus Capital	3,396	$219.1K	0.02%
United Services Automobile Association	3,336	$211.9K	0.01%
Neuberger Berman Group LLC	3,111	$200.7K	0.00%
Quarry LP	1,849	$119.3K	0.03%
Picton Mahoney Asset Management	328	$21.0K	0.00%
True Wealth Design, LLC	196	$12.6K	0.00%
Optiver Holding B.V.	181	$11.7K	0.00%
Skopos Labs, Inc.	130	$8.39K	0.00%
Coldstream Capital Management Inc	129	$8.32K	0.00%
Tidemark, LLC	85	$5.48K	0.00%
Boston Private Wealth LLC	71	$4.58K	0.00%
Vision Financial Markets LLC	70	$4.52K	0.00%
Vermillion & White Wealth Management Group, LLC	60	$3.87K	0.00%
Dunhill Financial, LLC	60	$3.87K	0.00%
Versant Capital Management, Inc	45	$2.90K	0.00%
Hexagon Capital Partners LLC	44	$2.84K	0.00%
Bare Financial Services, Inc	29	$1.87K	0.00%
UMA Financial Services, Inc.	16	$1.03K	0.00%
Rise Advisors, LLC	16	$1.03K	0.00%
Stephens Consulting, LLC	15	$968	0.00%
Binnacle Investments Inc	9	$581	0.00%
HFM Investment Advisors, LLC	2	$130	0.00%
Bay Harbor Wealth Management, LLC	1	$64	0.00%

Sold out (45)

Institutions that held Axos Financial, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of AX in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Arrowstreet Capital, Limited Partnership	289,723	$20.2M
Cubist Systematic Strategies, LLC	49,958	$3.49M
ExodusPoint Capital Management, LP	49,753	$3.48M
Twinbeech Capital LP	39,932	$2.79M
Balyasny Asset Management LLC	31,051	$2.17M
Point72 Asset Management, L.P.	26,961	$1.88M
Healthcare of Ontario Pension Plan Trust Fund	21,000	$1.47M
Sanctuary Advisors, LLC	17,313	$1.21M
Aquatic Capital Management LLC	16,906	$1.18M
CWM Advisors, LLC	14,223	$993.5K
Simplex Trading, LLC	13,858	$967.0K
Y-Intercept (Hong Kong) Ltd	13,567	$947.7K
Renaissance Technologies LLC	10,684	$746.3K
Bayesian Capital Management, LP	8,527	$595.6K
Bryce Point Capital, LLC	7,322	$511.4K
Point72 (DIFC) Ltd	6,266	$437.7K
Savant Capital, LLC	5,546	$387.4K
Brevan Howard Capital Management LP	5,500	$384.2K
Farringdon Capital, Ltd.	5,357	$374.2K
Wesbanco Bank Inc	5,300	$370.2K
Virtu Financial LLC	5,259	$367.0K
Gallacher Capital Management LLC	5,080	$354.8K
Western Wealth Management, LLC	4,800	$335.3K
Cambria Investment Management, L.P.	4,629	$323.3K
Wiley Bros.-Aintree Capital, LLC	3,907	$279.9K
Versor Investments LP	4,000	$279.4K
Ground Swell Capital, LLC	3,738	$261.1K
Atria Wealth Solutions, Inc.	3,418	$238.7K
Point72 Asia (Singapore) Pte. Ltd.	2,937	$205.1K
Bridgefront Capital, LLC	2,879	$201.1K
Dakota Wealth Management	2,867	$200.3K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	1,486	$103.8K
Oakworth Capital, Inc.	1,305	$91.2K
Ravenstone Capital Management Inc.	1,000	$69.8K
R Squared Ltd	940	$65.7K
Oarsman Capital, Inc.	880	$61.5K
Proequities, Inc.	756	$53.9K
Investment Research & Advisory Group, Inc.	504	$35.2K
Aster Capital Management (DIFC) Ltd	263	$18.4K
LGT Financial Advisors LLC	204	$14.2K
Hollencrest Capital Management	190	$13.3K
Creekmur Asset Management LLC	34	$2.38K
Riverview Trust Co	9	$629
Harbour Investments, Inc.	8	$559
Northwestern Mutual Wealth Management Co	5	$349

Not filed for Q1 2025 yet (2)

Institutions that held Axos Financial, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	618,545	$43.2M
Global Retirement Partners, LLC	245	$17.1K