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 |
|---|---|---|---|---|---|
| Advantage Alpha Capital Partners LP | 3,321 | $214.3K | 0.05% | −5,150−60.8% | Reduced |
| Vicus Capital | 3,396 | $219.1K | 0.02% | +3,396 | New |
| O'Shaughnessy Asset Management, LLC | 3,427 | $221.1K | 0.00% | +241+7.6% | Added |
| Mackenzie Financial Corp | 3,525 | $227.4K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,532 | $228.0K | 0.01% | −4,527−56.2% | Reduced |
| Earnest Partners LLC | 3,600 | $232.3K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 3,613 | $233.0K | 0.01% | −12,865−78.1% | Reduced |
| Mutual Advisors, LLC | 3,717 | $233.2K | 0.01% | −168−4.3% | Reduced |
| Vontobel Holding Ltd. | 3,675 | $237.1K | 0.00% | +117+3.3% | Added |
| Foyston, Gordon, & Payne Inc | 3,721 | $240.1K | 0.06% | +3,721 | New |
| Pallas Capital Advisors LLC | 3,768 | $243.1K | 0.01% | +3,768 | New |
| Raiffeisen Bank International AG | 3,845 | $244.3K | 0.00% | +832+27.6% | Added |
| Crossmark Global Holdings, Inc. | 3,795 | $244.9K | 0.00% | −35−0.9% | Reduced |
| Verdence Capital Advisors LLC | 3,798 | $245.0K | 0.02% | +3,798 | New |
| Pensionmark Financial Group, LLC | 3,821 | $246.5K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 3,971 | $256.2K | 0.00% | +3,971 | New |
| National Philanthropic Trust | 4,000 | $258.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,000 | $258.1K | 0.01% | +600+17.6% | Added |
| CIBC Private Wealth Group, LLC | 4,625 | $260.7K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 4,078 | $263.1K | 0.06% | −616−13.1% | Reduced |
| TownSquare Capital, LLC | 4,100 | $264.5K | 0.00% | +537+15.1% | Added |
| J.W. Cole Advisors, Inc. | 4,150 | $267.8K | 0.01% | +4,150 | New |
| Cresset Asset Management, LLC | 4,205 | $271.3K | 0.00% | +447+11.9% | Added |
| Jain Global LLC | 4,228 | $272.8K | 0.01% | +898+27.0% | Added |
| Cim Investment Mangement Inc | 4,313 | $278.3K | 0.06% | −103−2.3% | Reduced |
| Creative Planning | 4,409 | $284.5K | 0.00% | +283+6.9% | Added |
| Profund Advisors LLC | 4,464 | $288.0K | 0.01% | −2,848−38.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,631 | $298.8K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,759 | $307.1K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,831 | $311.7K | 0.00% | −19,383−80.0% | Reduced |
| Numerai GP LLC | 4,930 | $318.1K | 0.06% | −18,484−78.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,080 | $327.8K | 0.00% | +1,065+26.5% | Added |
| Concurrent Investment Advisors, LLC | 5,117 | $330.1K | 0.01% | +5,117 | New |
| Cetera Trust Company, N.A | 5,130 | $331.0K | 0.21% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,169 | $333.7K | 0.00% | +501+10.7% | Added |
| Everence Capital Management Inc | 5,330 | $344.0K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,408 | $348.9K | 0.00% | +1,709+46.2% | Added |
| Ameritas Investment Partners, Inc. | 5,528 | $356.7K | 0.01% | −189−3.3% | Reduced |
| Alps Advisors Inc | 5,647 | $364.3K | 0.00% | +119+2.2% | Added |
| PharVision Advisers, LLC | 5,812 | $375.0K | 0.52% | +5,812 | New |
| MML Investors Services, LLC | 5,844 | $377.0K | 0.00% | +1,419+32.1% | Added |
| Optimize Financial Inc | 5,864 | $378.3K | 0.14% | +580+11.0% | Added |
| James Investment Research Inc | 6,172 | $398.2K | 0.05% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 6,195 | $399.7K | 0.01% | +649+11.7% | Added |
| Hussman Strategic Advisors, Inc. | 6,300 | $406.5K | 0.10% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 6,366 | $410.7K | 0.04% | +6+0.1% | Added |
| Public Employees Retirement Association of Colorado | 6,505 | $420.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,523 | $420.9K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 6,734 | $434.5K | 0.00% | +331+5.2% | Added |
| HighTower Advisors, LLC | 6,778 | $437.3K | 0.00% | −6,570−49.2% | Reduced |
| The PNC Financial Services Group, Inc. | 7,043 | $454.4K | 0.00% | +2,031+40.5% | Added |
| Fred Alger Management, LLC | 7,070 | $456.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,161 | $462.0K | 0.00% | −149−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 7,188 | $463.8K | 0.00% | +67+0.9% | Added |
| Jones Financial Companies LLLP | 7,624 | $484.4K | 0.00% | −368−4.6% | Reduced |
| CWM, LLC | 7,706 | $497.0K | 0.00% | +4,042+110.3% | Added |
| Csenge Advisory Group | 8,277 | $498.4K | 0.03% | +1,948+30.8% | Added |
| Marshall Wace, LLP | 7,866 | $507.5K | 0.00% | +7,866 | New |
| Mutual of America Capital Management LLC | 7,899 | $509.6K | 0.01% | −317−3.9% | Reduced |
| Teacher Retirement System of Texas | 7,929 | $511.6K | 0.00% | −3,583−31.1% | Reduced |
| HSBC Holdings PLC | 7,984 | $513.1K | 0.00% | −109,956−93.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,017 | $517.3K | 0.00% | +3,901+94.8% | Added |
| Cetera Investment Advisers | 8,056 | $519.8K | 0.00% | +115+1.4% | Added |
| Jupiter Asset Management Ltd | 8,104 | $522.9K | 0.01% | +8,104 | New |
| Xponance, Inc. | 8,118 | $523.8K | 0.01% | +128+1.6% | Added |
| Wolverine Trading, LLC | 8,590 | $545.7K | 0.02% | +2,673+45.2% | Added |
| Pictet Asset Management Holding SA | 8,506 | $548.8K | 0.00% | +1,711+25.2% | Added |
| Premier Fund Managers Ltd | 8,721 | $554.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 8,600 | $554.9K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,677 | $624.4K | 0.03% | +9,677 | New |
| Summit Global Investments | 9,829 | $634.0K | 0.05% | +2,457+33.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,847 | $635.3K | 0.00% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 9,993 | $644.8K | 0.07% | +9,993 | New |
| EJF Capital LLC | 10,000 | $645.2K | 0.41% | +12+0.1% | Added |
| Truist Financial Corp | 10,026 | $646.9K | 0.00% | +496+5.2% | Added |
| Great Lakes Advisors, LLC | 10,234 | $660.3K | 0.01% | −226−2.2% | Reduced |
| Sterling Capital Management LLC | 10,372 | $669.2K | 0.01% | −1,580−13.2% | Reduced |
| TD Asset Management Inc | 10,395 | $670.7K | 0.00% | −153−1.5% | Reduced |
| Cerity Partners LLC | 10,490 | $676.8K | 0.00% | −3,851−26.9% | Reduced |
| Aviso Financial Inc. | 10,520 | $678.8K | 0.03% | −306−2.8% | Reduced |
| Federated Hermes, Inc. | 10,674 | $688.7K | 0.00% | −627−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 11,265 | $726.8K | 0.00% | −56−0.5% | Reduced |
| Hancock Whitney Corp | 11,446 | $738.5K | 0.02% | +244+2.2% | Added |
| Handelsbanken Fonder AB | 11,595 | $748.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 11,622 | $749.9K | 0.00% | +2,867+32.7% | Added |
| SG Americas Securities, LLC | 11,630 | $750.0K | 0.00% | +11,630 | New |
| Police & Firemen's Retirement System of New Jersey | 12,040 | $776.8K | 0.01% | +405+3.5% | Added |
| CIBC World Markets Corp | 12,126 | $782.4K | 0.01% | +7,013+137.2% | Added |
| Oregon Public Employees Retirement Fund | 12,401 | $800.1K | 0.02% | −400−3.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,590 | $812.0K | 0.12% | −3,830−23.3% | Reduced |
| Mercer Global Advisors Inc | 12,804 | $826.1K | 0.00% | +3,649+39.9% | Added |
| ProShare Advisors LLC | 12,860 | $829.7K | 0.00% | −3,601−21.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,981 | $837.5K | 0.00% | +1,402+12.1% | Added |
| Keel Point, LLC | 13,313 | $859.0K | 0.07% | +15+0.1% | Added |
| SummerHaven Investment Management, LLC | 13,386 | $863.7K | 0.60% | +206+1.6% | Added |
| Credit Agricole S A | 13,610 | $878.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 14,367 | $927.0K | 0.10% | +10,396+261.8% | Added |
| Voya Investment Management LLC | 14,667 | $946.3K | 0.00% | −1,596−9.8% | Reduced |
| KLP Kapitalforvaltning AS | 15,100 | $974.3K | 0.00% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 15,200 | $980.7K | 0.59% | 00.0% | Unchanged |