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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 15,445 | $997.0K | 0.01% | −519−3.3% | Reduced |
| Arizona State Retirement System | 15,558 | $1.00M | 0.01% | −146−0.9% | Reduced |
| Exchange Traded Concepts, LLC | 15,844 | $1.02M | 0.02% | +223+1.4% | Added |
| Maryland State Retirement & Pension System | 15,871 | $1.02M | 0.02% | −2,394−13.1% | Reduced |
| Empowered Funds, LLC | 15,904 | $1.03M | 0.01% | −402−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 15,962 | $1.03M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,374 | $1.06M | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 16,599 | $1.07M | 0.00% | −30−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,778 | $1.08M | 0.01% | −326−1.9% | Reduced |
| New York State Common Retirement Fund | 17,143 | $1.11M | 0.00% | +181+1.1% | Added |
| Wakefield Asset Management LLLP | 17,279 | $1.11M | 0.34% | −2,755−13.8% | Reduced |
| Tudor Investment Corp Et Al | 17,430 | $1.12M | 0.01% | +17,430 | New |
| Ridgewood Investments LLC | 18,051 | $1.16M | 0.54% | −325−1.8% | Reduced |
| Comerica Bank | 18,934 | $1.22M | 0.01% | −553−2.8% | Reduced |
| Quantbot Technologies LP | 19,262 | $1.24M | 0.04% | −11,426−37.2% | Reduced |
| Engineers Gate Manager LP | 19,297 | $1.25M | 0.02% | −3,318−14.7% | Reduced |
| OP Asset Management Ltd | 19,924 | $1.29M | 0.02% | +19,924 | New |
| Yousif Capital Management, LLC | 20,137 | $1.30M | 0.02% | −426−2.1% | Reduced |
| Advisory Research Inc | 20,370 | $1.31M | 0.23% | +55+0.3% | Added |
| Natixis Advisors, L.P. | 20,708 | $1.34M | 0.00% | −1,106−5.1% | Reduced |
| Avenir Corp | 20,790 | $1.34M | 0.14% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.35M | 0.17% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 21,600 | $1.39M | 0.44% | −61,100−73.9% | Reduced |
| DekaBank Deutsche Girozentrale | 22,226 | $1.41M | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 22,045 | $1.42M | 0.01% | −988−4.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,758 | $1.47M | 0.01% | −12,048−34.6% | Reduced |
| Ieq Capital, LLC | 22,767 | $1.47M | 0.01% | +16,873+286.3% | Added |
| Gsa Capital Partners LLP | 22,894 | $1.48M | 0.13% | +11,833+107.0% | Added |
| State of Tennessee, Treasury Department | 23,889 | $1.54M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 23,947 | $1.55M | 0.01% | +12+0.1% | Added |
| Louisiana State Employees Retirement System | 25,500 | $1.65M | 0.03% | −700−2.7% | Reduced |
| NFJ Investment Group, LLC | 25,559 | $1.65M | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 26,198 | $1.69M | 0.00% | +695+2.7% | Added |
| Ensign Peak Advisors, Inc | 26,247 | $1.69M | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 27,014 | $1.74M | 0.16% | −1,642−5.7% | Reduced |
| Bank of Montreal | 28,185 | $1.82M | 0.00% | +1,793+6.8% | Added |
| Corebridge Financial, Inc. | 28,523 | $1.84M | 0.01% | −558−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 29,127 | $1.88M | 0.03% | −789−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 29,234 | $1.89M | 0.00% | +24,688+543.1% | Added |
| State of New Jersey Common Pension Fund D | 29,422 | $1.90M | 0.01% | +3,057+11.6% | Added |
| Two Sigma Advisers, LP | 29,716 | $1.92M | 0.00% | −12,100−28.9% | Reduced |
| State of Alaska, Department of Revenue | 30,056 | $1.94M | 0.02% | −644−2.1% | Reduced |
| Virginia Retirement Systems Et Al | 30,155 | $1.95M | 0.01% | +30,155 | New |
| Squarepoint Ops LLC | 31,680 | $2.04M | 0.00% | −80,419−71.7% | Reduced |
| MetLife Investment Management | 31,750 | $2.05M | 0.01% | −1,218−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 31,866 | $2.06M | 0.00% | +729+2.3% | Added |
| BNP Paribas Arbitrage, SA | 31,942 | $2.06M | 0.00% | −9,558−23.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 32,539 | $2.10M | 0.00% | +1,429+4.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 32,600 | $2.10M | 0.12% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 33,165 | $2.14M | 0.30% | +7,299+28.2% | Added |
| Formula Growth Ltd | 33,624 | $2.17M | 0.88% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,422 | $2.41M | 0.00% | +37,422 | New |
| Argent Capital Management LLC | 38,907 | $2.51M | 0.08% | −274−0.7% | Reduced |
| Russell Investments Group, Ltd. | 39,552 | $2.55M | 0.00% | +21,847+123.4% | Added |
| Connors Investor Services Inc | 39,959 | $2.58M | 0.26% | −287−0.7% | Reduced |
| Colony Group, LLC | 41,165 | $2.66M | 0.01% | +430+1.1% | Added |
| Empirical Finance, LLC | 41,515 | $2.68M | 0.16% | +41,515 | New |
| HRT Financial LP | 41,951 | $2.71M | 0.02% | −6,467−13.4% | Reduced |
| Intech Investment Management LLC | 42,145 | $2.72M | 0.03% | +2,678+6.8% | Added |
| Lazard Asset Management LLC | 42,447 | $2.74M | 0.00% | +14,484+51.8% | Added |
| Price T Rowe Associates Inc | 42,789 | $2.76M | 0.00% | +3,714+9.5% | Added |
| Wells Fargo & Company | 42,822 | $2.76M | 0.00% | −28,094−39.6% | Reduced |
| New York State Teachers Retirement System | 43,026 | $2.78M | 0.01% | −100−0.2% | Reduced |
| National Asset Management, Inc. | 43,928 | $2.83M | 0.09% | +31,100+242.4% | Added |
| Trexquant Investment LP | 44,235 | $2.85M | 0.03% | +347+0.8% | Added |
| Janus Henderson Group PLC | 47,831 | $3.04M | 0.00% | −2,568−5.1% | Reduced |
| California State Teachers Retirement System | 49,973 | $3.22M | 0.00% | −668−1.3% | Reduced |
| Envestnet Asset Management Inc | 50,402 | $3.25M | 0.00% | +6,957+16.0% | Added |
| Van Eck Associates Corp | 53,076 | $3.42M | 0.00% | +5,125+10.7% | Added |
| Assenagon Asset Management S.A. | 54,619 | $3.52M | 0.01% | −86,385−61.3% | Reduced |
| Edgestream Partners, L.P. | 55,147 | $3.56M | 0.12% | +5,682+11.5% | Added |
| Great West Life Assurance Co | 56,919 | $3.68M | 0.01% | −3,509−5.8% | Reduced |
| Renaissance Group LLC | 64,081 | $4.13M | 0.18% | +12,321+23.8% | Added |
| Rafferty Asset Management, LLC | 64,398 | $4.15M | 0.02% | −34,903−35.1% | Reduced |
| Thrivent Financial for Lutherans | 63,699 | $4.17M | 0.01% | −973−1.5% | Reduced |
| Alliancebernstein L.P. | 66,385 | $4.28M | 0.00% | −4,500−6.3% | Reduced |
| S&T Bank | 76,138 | $4.91M | 1.61% | −922−1.2% | Reduced |
| AXA S.A. | 84,600 | $5.46M | 0.02% | +84,600 | New |
| Ci Investments Inc. | 86,707 | $5.59M | 0.02% | −337−0.4% | Reduced |
| Deutsche Bank AG | 87,753 | $5.66M | 0.00% | −5,065−5.5% | Reduced |
| Bridgeway Capital Management, LLC | 88,200 | $5.69M | 0.14% | 00.0% | Unchanged |
| Redwood Investments, LLC | 90,716 | $5.85M | 2.19% | +40.0% | Added |
| TCW Group Inc | 92,020 | $5.94M | 0.05% | −30,780−25.1% | Reduced |
| Royce & Associates LP | 93,090 | $6.01M | 0.07% | −11,861−11.3% | Reduced |
| Orchard Capital Managment, LLC | 98,899 | $6.38M | 4.36% | −31,258−24.0% | Reduced |
| Barclays PLC | 99,329 | $6.41M | 0.00% | −54,783−35.5% | Reduced |
| Susquehanna International Group, LLP | 103,888 | $6.70M | 0.01% | +63,161+155.1% | Added |
| Kestrel Investment Management Corp | 104,050 | $6.71M | 4.10% | 00.0% | Unchanged |
| Swiss National Bank | 105,100 | $6.78M | 0.00% | −1,300−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 108,031 | $6.97M | 0.01% | +250.0% | Added |
| Royal Bank of Canada | 108,986 | $7.03M | 0.00% | +1,015+0.9% | Added |
| UBS Asset Management Americas Inc | 109,900 | $7.09M | 0.00% | +190+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 119,286 | $7.68M | 0.01% | −13,286−10.0% | Reduced |
| SEI Investments Co | 122,041 | $7.87M | 0.01% | +33,523+37.9% | Added |
| Citigroup Inc | 127,810 | $8.25M | 0.01% | −21,817−14.6% | Reduced |
| Lord, Abbett & Co. LLC | 129,333 | $8.35M | 0.03% | +13,127+11.3% | Added |
| First Trust Advisors LP | 137,582 | $8.88M | 0.01% | −1,532−1.1% | Reduced |
| Brandywine Global Investment Management, LLC | 140,114 | $9.04M | 0.07% | −5,410−3.7% | Reduced |
| Legal & General Group Plc | 144,934 | $9.35M | 0.00% | −5,961−4.0% | Reduced |
| Qube Research & Technologies Ltd | 146,223 | $9.43M | 0.01% | +36,366+33.1% | Added |