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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $64 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $65 | 0.00% | −616−99.8% | Reduced |
| HFM Investment Advisors, LLC | 2 | $130 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $194 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $194 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $516 | 0.00% | +5+166.7% | Added |
| Binnacle Investments Inc | 9 | $581 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 11 | $710 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $710 | 0.00% | +2+22.2% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $839 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 13 | $839 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $968 | 0.00% | +9+150.0% | Added |
| Stephens Consulting, LLC | 15 | $968 | 0.00% | +15 | New |
| Rise Advisors, LLC | 16 | $1.03K | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 16 | $1.03K | 0.00% | +16 | New |
| Center for Financial Planning, Inc. | 18 | $1.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.29K | 0.00% | +13+185.7% | Added |
| Beacon Capital Management, LLC | 21 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 23 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $1.87K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 35 | $2.26K | 0.00% | −2−5.4% | Reduced |
| Hexagon Capital Partners LLC | 44 | $2.84K | 0.00% | +44 | New |
| Versant Capital Management, Inc | 45 | $2.90K | 0.00% | +45 | New |
| CoreCap Advisors, LLC | 51 | $3.29K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 54 | $3.43K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 60 | $3.87K | 0.00% | +60 | New |
| Dunhill Financial, LLC | 60 | $3.87K | 0.00% | +60 | New |
| JFS Wealth Advisors, LLC | 64 | $4.13K | 0.00% | +2+3.2% | Added |
| Vision Financial Markets LLC | 70 | $4.52K | 0.00% | +70 | New |
| Boston Private Wealth LLC | 71 | $4.58K | 0.00% | +71 | New |
| Hemington Wealth Management | 80 | $5.00K | 0.00% | +18+29.0% | Added |
| Lindbrook Capital, LLC | 79 | $5.10K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 85 | $5.48K | 0.00% | +85 | New |
| Massmutual Trust Co FSB | 93 | $6.00K | 0.00% | −24−20.5% | Reduced |
| Rothschild Investment LLC | 95 | $6.13K | 0.00% | +30+46.2% | Added |
| Chelsea Counsel Co | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 107 | $6.90K | 0.00% | −100−48.3% | Reduced |
| Bessemer Group Inc | 106 | $7.00K | 0.00% | −64−37.6% | Reduced |
| Geneos Wealth Management Inc. | 111 | $7.16K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 112 | $7.23K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 113 | $7.29K | 0.00% | +81+253.1% | Added |
| Bokf, NA | 124 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 129 | $8.32K | 0.00% | +129 | New |
| Skopos Labs, Inc. | 130 | $8.39K | 0.00% | +130 | New |
| Signaturefd, LLC | 160 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $10.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 168 | $10.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 181 | $11.7K | 0.00% | +181 | New |
| Umb Bank N A | 194 | $12.5K | 0.00% | +69+55.2% | Added |
| True Wealth Design, LLC | 196 | $12.6K | 0.00% | +196 | New |
| Danske Bank A/S | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 220 | $14.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 222 | $14.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 256 | $16.5K | 0.00% | +4+1.6% | Added |
| Kestra Investment Management, LLC | 277 | $17.9K | 0.00% | −471−63.0% | Reduced |
| Harbor Capital Advisors, Inc. | 305 | $20.0K | 0.00% | +99+48.1% | Added |
| Nomura Asset Management Co Ltd | 310 | $20.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 292 | $20.4K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 328 | $21.0K | 0.00% | +328 | New |
| Clearstead Advisors, LLC | 346 | $22.3K | 0.00% | −284−45.1% | Reduced |
| Parallel Advisors, LLC | 364 | $23.5K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 426 | $27.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 445 | $28.7K | 0.00% | +59+15.3% | Added |
| NewSquare Capital LLC | 446 | $28.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 467 | $30.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 477 | $30.7K | 0.00% | −150−23.9% | Reduced |
| Quadrant Capital Group LLC | 508 | $32.8K | 0.00% | +37+7.9% | Added |
| Public Employees Retirement System of Ohio | 509 | $32.8K | 0.00% | +11+2.2% | Added |
| 1620 Investment Advisors, Inc. | 740 | $47.7K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 896 | $57.8K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 900 | $58.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 986 | $63.6K | 0.00% | −111−10.1% | Reduced |
| Parkside Financial Bank & Trust | 1,083 | $69.9K | 0.01% | −178−14.1% | Reduced |
| Smartleaf Asset Management LLC | 1,519 | $96.5K | 0.01% | +10+0.7% | Added |
| MAI Capital Management | 1,500 | $96.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,566 | $101.1K | 0.00% | −487−23.7% | Reduced |
| State of Wyoming | 1,582 | $102.1K | 0.01% | +34+2.2% | Added |
| GAMMA Investing LLC | 1,834 | $118.3K | 0.01% | +516+39.2% | Added |
| Quarry LP | 1,849 | $119.3K | 0.03% | +1,849 | New |
| US Bancorp | 1,917 | $123.7K | 0.00% | +58+3.1% | Added |
| Advisors Asset Management, Inc. | 2,068 | $133.4K | 0.00% | −460−18.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,128 | $137.3K | 0.00% | −5,619−72.5% | Reduced |
| Covestor Ltd | 2,274 | $147.0K | 0.10% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,374 | $153.0K | 0.00% | −11,674−83.1% | Reduced |
| KBC Group NV | 2,469 | $159.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,482 | $160.1K | 0.00% | −100−3.9% | Reduced |
| Palouse Capital Management, Inc. | 2,649 | $170.9K | 0.12% | +718+37.2% | Added |
| New Age Alpha Advisors, LLC | 2,769 | $178.7K | 0.01% | −48,854−94.6% | Reduced |
| STRS Ohio | 3,000 | $193.6K | 0.00% | −400−11.8% | Reduced |
| Neuberger Berman Group LLC | 3,111 | $200.7K | 0.00% | +3,111 | New |
| Defined Financial Planning LLC | 3,163 | $203.6K | 0.21% | 00.0% | Unchanged |
| Huntington National Bank | 3,169 | $204.5K | 0.00% | −226−6.7% | Reduced |
| GTS Securities LLC | 3,197 | $206.3K | 0.01% | −1,540−32.5% | Reduced |
| Bourgeon Capital Management LLC | 3,200 | $206.5K | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,220 | $207.8K | 0.03% | −1,306−28.9% | Reduced |
| United Services Automobile Association | 3,336 | $211.9K | 0.01% | +3,336 | New |
| Ashton Thomas Private Wealth, LLC | 3,296 | $212.7K | 0.01% | +67+2.1% | Added |