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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,422 | $2.41M | 0.00% | +37,422 | New |
| Formula Growth Ltd | 33,624 | $2.17M | 0.88% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 33,165 | $2.14M | 0.30% | +7,299+28.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 32,600 | $2.10M | 0.12% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 32,539 | $2.10M | 0.00% | +1,429+4.6% | Added |
| BNP Paribas Arbitrage, SA | 31,942 | $2.06M | 0.00% | −9,558−23.0% | Reduced |
| Manufacturers Life Insurance Company, The | 31,866 | $2.06M | 0.00% | +729+2.3% | Added |
| MetLife Investment Management | 31,750 | $2.05M | 0.01% | −1,218−3.7% | Reduced |
| Squarepoint Ops LLC | 31,680 | $2.04M | 0.00% | −80,419−71.7% | Reduced |
| Virginia Retirement Systems Et Al | 30,155 | $1.95M | 0.01% | +30,155 | New |
| State of Alaska, Department of Revenue | 30,056 | $1.94M | 0.02% | −644−2.1% | Reduced |
| Two Sigma Advisers, LP | 29,716 | $1.92M | 0.00% | −12,100−28.9% | Reduced |
| State of New Jersey Common Pension Fund D | 29,422 | $1.90M | 0.01% | +3,057+11.6% | Added |
| Commonwealth Equity Services, LLC | 29,234 | $1.89M | 0.00% | +24,688+543.1% | Added |
| Illinois Municipal Retirement Fund | 29,127 | $1.88M | 0.03% | −789−2.6% | Reduced |
| Corebridge Financial, Inc. | 28,523 | $1.84M | 0.01% | −558−1.9% | Reduced |
| Bank of Montreal | 28,185 | $1.82M | 0.00% | +1,793+6.8% | Added |
| Van Hulzen Asset Management, LLC | 27,014 | $1.74M | 0.16% | −1,642−5.7% | Reduced |
| Ensign Peak Advisors, Inc | 26,247 | $1.69M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 26,198 | $1.69M | 0.00% | +695+2.7% | Added |
| NFJ Investment Group, LLC | 25,559 | $1.65M | 0.06% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 25,500 | $1.65M | 0.03% | −700−2.7% | Reduced |
| D.A. Davidson & Co. | 23,947 | $1.55M | 0.01% | +12+0.1% | Added |
| State of Tennessee, Treasury Department | 23,889 | $1.54M | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 22,894 | $1.48M | 0.13% | +11,833+107.0% | Added |
| Ieq Capital, LLC | 22,767 | $1.47M | 0.01% | +16,873+286.3% | Added |
| Schonfeld Strategic Advisors LLC | 22,758 | $1.47M | 0.01% | −12,048−34.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 22,045 | $1.42M | 0.01% | −988−4.3% | Reduced |
| DekaBank Deutsche Girozentrale | 22,226 | $1.41M | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 21,600 | $1.39M | 0.44% | −61,100−73.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.35M | 0.17% | 00.0% | Unchanged |
| Avenir Corp | 20,790 | $1.34M | 0.14% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 20,708 | $1.34M | 0.00% | −1,106−5.1% | Reduced |
| Advisory Research Inc | 20,370 | $1.31M | 0.23% | +55+0.3% | Added |
| Yousif Capital Management, LLC | 20,137 | $1.30M | 0.02% | −426−2.1% | Reduced |
| OP Asset Management Ltd | 19,924 | $1.29M | 0.02% | +19,924 | New |
| Engineers Gate Manager LP | 19,297 | $1.25M | 0.02% | −3,318−14.7% | Reduced |
| Quantbot Technologies LP | 19,262 | $1.24M | 0.04% | −11,426−37.2% | Reduced |
| Comerica Bank | 18,934 | $1.22M | 0.01% | −553−2.8% | Reduced |
| Ridgewood Investments LLC | 18,051 | $1.16M | 0.54% | −325−1.8% | Reduced |
| Tudor Investment Corp Et Al | 17,430 | $1.12M | 0.01% | +17,430 | New |
| Wakefield Asset Management LLLP | 17,279 | $1.11M | 0.34% | −2,755−13.8% | Reduced |
| New York State Common Retirement Fund | 17,143 | $1.11M | 0.00% | +181+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 16,778 | $1.08M | 0.01% | −326−1.9% | Reduced |
| Victory Capital Management Inc | 16,599 | $1.07M | 0.00% | −30−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,374 | $1.06M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,962 | $1.03M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 15,904 | $1.03M | 0.01% | −402−2.5% | Reduced |
| Maryland State Retirement & Pension System | 15,871 | $1.02M | 0.02% | −2,394−13.1% | Reduced |
| Exchange Traded Concepts, LLC | 15,844 | $1.02M | 0.02% | +223+1.4% | Added |
| Arizona State Retirement System | 15,558 | $1.00M | 0.01% | −146−0.9% | Reduced |
| Amalgamated Bank | 15,445 | $997.0K | 0.01% | −519−3.3% | Reduced |
| CCG Wealth Management, LLC | 15,200 | $980.7K | 0.59% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 15,100 | $974.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,667 | $946.3K | 0.00% | −1,596−9.8% | Reduced |
| Quest Partners LLC | 14,367 | $927.0K | 0.10% | +10,396+261.8% | Added |
| Credit Agricole S A | 13,610 | $878.1K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 13,386 | $863.7K | 0.60% | +206+1.6% | Added |
| Keel Point, LLC | 13,313 | $859.0K | 0.07% | +15+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,981 | $837.5K | 0.00% | +1,402+12.1% | Added |
| ProShare Advisors LLC | 12,860 | $829.7K | 0.00% | −3,601−21.9% | Reduced |
| Mercer Global Advisors Inc | 12,804 | $826.1K | 0.00% | +3,649+39.9% | Added |
| Dynamic Technology Lab Private Ltd | 12,590 | $812.0K | 0.12% | −3,830−23.3% | Reduced |
| Oregon Public Employees Retirement Fund | 12,401 | $800.1K | 0.02% | −400−3.1% | Reduced |
| CIBC World Markets Corp | 12,126 | $782.4K | 0.01% | +7,013+137.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,040 | $776.8K | 0.01% | +405+3.5% | Added |
| SG Americas Securities, LLC | 11,630 | $750.0K | 0.00% | +11,630 | New |
| Quantinno Capital Management LP | 11,622 | $749.9K | 0.00% | +2,867+32.7% | Added |
| Handelsbanken Fonder AB | 11,595 | $748.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 11,446 | $738.5K | 0.02% | +244+2.2% | Added |
| Nisa Investment Advisors, LLC | 11,265 | $726.8K | 0.00% | −56−0.5% | Reduced |
| Federated Hermes, Inc. | 10,674 | $688.7K | 0.00% | −627−5.5% | Reduced |
| Aviso Financial Inc. | 10,520 | $678.8K | 0.03% | −306−2.8% | Reduced |
| Cerity Partners LLC | 10,490 | $676.8K | 0.00% | −3,851−26.9% | Reduced |
| TD Asset Management Inc | 10,395 | $670.7K | 0.00% | −153−1.5% | Reduced |
| Sterling Capital Management LLC | 10,372 | $669.2K | 0.01% | −1,580−13.2% | Reduced |
| Great Lakes Advisors, LLC | 10,234 | $660.3K | 0.01% | −226−2.2% | Reduced |
| Truist Financial Corp | 10,026 | $646.9K | 0.00% | +496+5.2% | Added |
| EJF Capital LLC | 10,000 | $645.2K | 0.41% | +12+0.1% | Added |
| Inspire Advisors, LLC | 9,993 | $644.8K | 0.07% | +9,993 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,847 | $635.3K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 9,829 | $634.0K | 0.05% | +2,457+33.3% | Added |
| XTX Topco Ltd | 9,677 | $624.4K | 0.03% | +9,677 | New |
| Pinnacle Associates Ltd | 8,600 | $554.9K | 0.01% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 8,721 | $554.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,506 | $548.8K | 0.00% | +1,711+25.2% | Added |
| Wolverine Trading, LLC | 8,590 | $545.7K | 0.02% | +2,673+45.2% | Added |
| Xponance, Inc. | 8,118 | $523.8K | 0.01% | +128+1.6% | Added |
| Jupiter Asset Management Ltd | 8,104 | $522.9K | 0.01% | +8,104 | New |
| Cetera Investment Advisers | 8,056 | $519.8K | 0.00% | +115+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,017 | $517.3K | 0.00% | +3,901+94.8% | Added |
| HSBC Holdings PLC | 7,984 | $513.1K | 0.00% | −109,956−93.2% | Reduced |
| Teacher Retirement System of Texas | 7,929 | $511.6K | 0.00% | −3,583−31.1% | Reduced |
| Mutual of America Capital Management LLC | 7,899 | $509.6K | 0.01% | −317−3.9% | Reduced |
| Marshall Wace, LLP | 7,866 | $507.5K | 0.00% | +7,866 | New |
| Csenge Advisory Group | 8,277 | $498.4K | 0.03% | +1,948+30.8% | Added |
| CWM, LLC | 7,706 | $497.0K | 0.00% | +4,042+110.3% | Added |
| Jones Financial Companies LLLP | 7,624 | $484.4K | 0.00% | −368−4.6% | Reduced |
| Avantax Advisory Services, Inc. | 7,188 | $463.8K | 0.00% | +67+0.9% | Added |
| Stifel Financial Corp | 7,161 | $462.0K | 0.00% | −149−2.0% | Reduced |