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 |
|---|---|---|---|---|---|
| Bank of America Corp | 149,302 | $9.63M | 0.00% | +98,589+194.4% | Added |
| Franklin Resources Inc | 151,510 | $9.78M | 0.00% | +18,704+14.1% | Added |
| Gator Capital Management, LLC | 153,230 | $9.89M | 3.78% | +210+0.1% | Added |
| Rhumbline Advisers | 156,646 | $10.1M | 0.01% | −6,627−4.1% | Reduced |
| Millennium Management LLC | 157,621 | $10.2M | 0.01% | −57,620−26.8% | Reduced |
| First Eagle Investment Management, LLC | 162,272 | $10.5M | 0.02% | −39,500−19.6% | Reduced |
| Jane Street Group, LLC | 164,073 | $10.6M | 0.02% | +83,302+103.1% | Added |
| Prudential Financial Inc | 166,994 | $10.8M | 0.02% | +33,350+25.0% | Added |
| UBS Group AG | 167,110 | $10.8M | 0.00% | +37,988+29.4% | Added |
| State of Wisconsin Investment Board | 171,790 | $11.1M | 0.03% | +16,853+10.9% | Added |
| FMR LLC | 172,106 | $11.1M | 0.00% | −324,313−65.3% | Reduced |
| Two Sigma Investments, LP | 172,929 | $11.2M | 0.02% | −51,118−22.8% | Reduced |
| AQR Capital Management LLC | 175,146 | $11.3M | 0.01% | +49,007+38.9% | Added |
| Raymond James Financial Inc | 182,729 | $11.8M | 0.00% | −52,981−22.5% | Reduced |
| Kennedy Capital Management, Inc. | 195,035 | $12.6M | 0.30% | +128,652+193.8% | Added |
| Public Sector Pension Investment Board | 197,341 | $12.7M | 0.06% | +62,198+46.0% | Added |
| Epoch Investment Partners, Inc. | 201,143 | $13.0M | 0.07% | +1,481+0.7% | Added |
| Voss Capital, LLC | 207,704 | $13.4M | 1.03% | +207,704 | New |
| Algert Global LLC | 221,730 | $14.3M | 0.35% | +48,096+27.7% | Added |
| Militia Capital Partners, LP | 222,000 | $14.3M | 5.81% | +198,000+825.0% | Added |
| Ategra Capital Management, LLC | 235,093 | $15.2M | 12.26% | +20,813+9.7% | Added |
| Voloridge Investment Management, LLC | 271,553 | $17.5M | 0.06% | −112,102−29.2% | Reduced |
| Pembroke Management, LTD | 274,572 | $17.7M | 2.58% | +16,282+6.3% | Added |
| Stieven Capital Advisors, L.P. | 283,759 | $18.3M | 3.55% | +48,100+20.4% | Added |
| Invesco Ltd. | 327,238 | $21.1M | 0.00% | −157,323−32.5% | Reduced |
| Goldman Sachs Group Inc | 343,267 | $22.1M | 0.00% | −334,420−49.3% | Reduced |
| Principal Financial Group Inc | 347,799 | $22.4M | 0.01% | +9,881+2.9% | Added |
| Bragg Financial Advisors, Inc | 353,950 | $22.8M | 0.94% | −44,414−11.1% | Reduced |
| JPMorgan Chase & Co | 356,161 | $23.0M | 0.00% | −54,429−13.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 364,026 | $23.5M | 1.67% | +628+0.2% | Added |
| Wellington Management Group LLP | 377,079 | $24.3M | 0.00% | −264,172−41.2% | Reduced |
| Jarislowsky, Fraser Ltd | 383,295 | $24.7M | 0.15% | −21,644−5.3% | Reduced |
| Bank of New York Mellon Corp | 394,144 | $25.4M | 0.01% | −16,737−4.1% | Reduced |
| Shaker Investments LLC | 423,078 | $27.3M | 13.15% | −2,953−0.7% | Reduced |
| Loomis Sayles & Co L P | 429,898 | $27.7M | 0.04% | −9,836−2.2% | Reduced |
| Boston Partners | 504,815 | $31.2M | 0.04% | +77,730+18.2% | Added |
| Emerald Advisers, LLC | 533,586 | $34.4M | 1.55% | +54,466+11.4% | Added |
| Nuveen, LLC | 546,190 | $35.2M | 0.01% | +546,190 | New |
| Citadel Advisors LLC | 601,529 | $38.8M | 0.04% | +395,894+192.5% | Added |
| Morgan Stanley | 605,933 | $39.1M | 0.00% | −98,699−14.0% | Reduced |
| Charles Schwab Investment Management Inc | 657,782 | $42.4M | 0.01% | −13,341−2.0% | Reduced |
| Ameriprise Financial Inc | 681,878 | $44.0M | 0.01% | +4,332+0.6% | Added |
| Geneva Capital Management LLC | 697,248 | $45.0M | 0.84% | −2,652−0.4% | Reduced |
| Northern Trust Corp | 730,135 | $47.1M | 0.01% | −12,702−1.7% | Reduced |
| Wasatch Advisors Inc | 1,014,056 | $65.4M | 0.37% | −43,520−4.1% | Reduced |
| Davis Asset Management, L.P. | 1,457,219 | $94.0M | 3.91% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,546,008 | $99.8M | 0.01% | +57,749+3.9% | Added |
| American Century Companies Inc | 2,151,229 | $138.8M | 0.09% | +276,450+14.7% | Added |
| Dimensional Fund Advisors LP | 2,449,370 | $158.0M | 0.04% | −130,028−5.0% | Reduced |
| State Street Corp | 2,925,122 | $188.7M | 0.01% | −402,598−12.1% | Reduced |
| Vanguard Group Inc | 6,024,418 | $388.7M | 0.01% | −105,184−1.7% | Reduced |
| BlackRock, Inc. | 8,293,081 | $535.1M | 0.01% | +3,8660.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −289,723−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −49,958−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −49,753−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −39,932−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −31,051−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −26,961−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −17,313−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −16,906−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −14,223−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,858−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,567−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,684−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,527−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −7,322−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −6,266−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −5,546−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,357−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −5,080−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −4,629−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −3,907−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −3,738−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,937−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Investment Research & Advisory Group, Inc. | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |