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; 387 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 | 387 | $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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 7,070 | $456.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,043 | $454.4K | 0.00% | +2,031+40.5% | Added |
| HighTower Advisors, LLC | 6,778 | $437.3K | 0.00% | −6,570−49.2% | Reduced |
| Mariner, LLC | 6,734 | $434.5K | 0.00% | +331+5.2% | Added |
| Jaffetilchin Investment Partners, LLC | 6,523 | $420.9K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,505 | $420.0K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 6,366 | $410.7K | 0.04% | +6+0.1% | Added |
| Hussman Strategic Advisors, Inc. | 6,300 | $406.5K | 0.10% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 6,195 | $399.7K | 0.01% | +649+11.7% | Added |
| James Investment Research Inc | 6,172 | $398.2K | 0.05% | 00.0% | Unchanged |
| Optimize Financial Inc | 5,864 | $378.3K | 0.14% | +580+11.0% | Added |
| MML Investors Services, LLC | 5,844 | $377.0K | 0.00% | +1,419+32.1% | Added |
| PharVision Advisers, LLC | 5,812 | $375.0K | 0.52% | +5,812 | New |
| Alps Advisors Inc | 5,647 | $364.3K | 0.00% | +119+2.2% | Added |
| Ameritas Investment Partners, Inc. | 5,528 | $356.7K | 0.01% | −189−3.3% | Reduced |
| Guggenheim Capital LLC | 5,408 | $348.9K | 0.00% | +1,709+46.2% | Added |
| Everence Capital Management Inc | 5,330 | $344.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,169 | $333.7K | 0.00% | +501+10.7% | Added |
| Cetera Trust Company, N.A | 5,130 | $331.0K | 0.21% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,117 | $330.1K | 0.01% | +5,117 | New |
| Advisor Group Holdings, Inc. | 5,080 | $327.8K | 0.00% | +1,065+26.5% | Added |
| Numerai GP LLC | 4,930 | $318.1K | 0.06% | −18,484−78.9% | Reduced |
| Verition Fund Management LLC | 4,831 | $311.7K | 0.00% | −19,383−80.0% | Reduced |
| Choate Investment Advisors | 4,759 | $307.1K | 0.01% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 4,631 | $298.8K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,464 | $288.0K | 0.01% | −2,848−38.9% | Reduced |
| Creative Planning | 4,409 | $284.5K | 0.00% | +283+6.9% | Added |
| Cim Investment Mangement Inc | 4,313 | $278.3K | 0.06% | −103−2.3% | Reduced |
| Jain Global LLC | 4,228 | $272.8K | 0.01% | +898+27.0% | Added |
| Cresset Asset Management, LLC | 4,205 | $271.3K | 0.00% | +447+11.9% | Added |
| J.W. Cole Advisors, Inc. | 4,150 | $267.8K | 0.01% | +4,150 | New |
| TownSquare Capital, LLC | 4,100 | $264.5K | 0.00% | +537+15.1% | Added |
| SkyOak Wealth, LLC | 4,078 | $263.1K | 0.06% | −616−13.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,625 | $260.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| JustInvest LLC | 3,971 | $256.2K | 0.00% | +3,971 | New |
| Pensionmark Financial Group, LLC | 3,821 | $246.5K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,798 | $245.0K | 0.02% | +3,798 | New |
| Crossmark Global Holdings, Inc. | 3,795 | $244.9K | 0.00% | −35−0.9% | Reduced |
| Raiffeisen Bank International AG | 3,845 | $244.3K | 0.00% | +832+27.6% | Added |
| Pallas Capital Advisors LLC | 3,768 | $243.1K | 0.01% | +3,768 | New |
| Foyston, Gordon, & Payne Inc | 3,721 | $240.1K | 0.06% | +3,721 | New |
| Vontobel Holding Ltd. | 3,675 | $237.1K | 0.00% | +117+3.3% | Added |
| Mutual Advisors, LLC | 3,717 | $233.2K | 0.01% | −168−4.3% | Reduced |
| Vestcor Inc | 3,613 | $233.0K | 0.01% | −12,865−78.1% | Reduced |
| Earnest Partners LLC | 3,600 | $232.3K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,532 | $228.0K | 0.01% | −4,527−56.2% | Reduced |
| Mackenzie Financial Corp | 3,525 | $227.4K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,427 | $221.1K | 0.00% | +241+7.6% | Added |
| Vicus Capital | 3,396 | $219.1K | 0.02% | +3,396 | New |
| Advantage Alpha Capital Partners LP | 3,321 | $214.3K | 0.05% | −5,150−60.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,296 | $212.7K | 0.01% | +67+2.1% | Added |
| United Services Automobile Association | 3,336 | $211.9K | 0.01% | +3,336 | New |
| Aigen Investment Management, LP | 3,220 | $207.8K | 0.03% | −1,306−28.9% | Reduced |
| Bourgeon Capital Management LLC | 3,200 | $206.5K | 0.04% | 00.0% | Unchanged |
| GTS Securities LLC | 3,197 | $206.3K | 0.01% | −1,540−32.5% | Reduced |
| Huntington National Bank | 3,169 | $204.5K | 0.00% | −226−6.7% | Reduced |
| Defined Financial Planning LLC | 3,163 | $203.6K | 0.21% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,111 | $200.7K | 0.00% | +3,111 | New |
| STRS Ohio | 3,000 | $193.6K | 0.00% | −400−11.8% | Reduced |
| New Age Alpha Advisors, LLC | 2,769 | $178.7K | 0.01% | −48,854−94.6% | Reduced |
| Palouse Capital Management, Inc. | 2,649 | $170.9K | 0.12% | +718+37.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,482 | $160.1K | 0.00% | −100−3.9% | Reduced |
| KBC Group NV | 2,469 | $159.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,374 | $153.0K | 0.00% | −11,674−83.1% | Reduced |
| Covestor Ltd | 2,274 | $147.0K | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,128 | $137.3K | 0.00% | −5,619−72.5% | Reduced |
| Advisors Asset Management, Inc. | 2,068 | $133.4K | 0.00% | −460−18.2% | Reduced |
| US Bancorp | 1,917 | $123.7K | 0.00% | +58+3.1% | Added |
| Quarry LP | 1,849 | $119.3K | 0.03% | +1,849 | New |
| GAMMA Investing LLC | 1,834 | $118.3K | 0.01% | +516+39.2% | Added |
| State of Wyoming | 1,582 | $102.1K | 0.01% | +34+2.2% | Added |
| National Bank of Canada | 1,566 | $101.1K | 0.00% | −487−23.7% | Reduced |
| MAI Capital Management | 1,500 | $96.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,519 | $96.5K | 0.01% | +10+0.7% | Added |
| Parkside Financial Bank & Trust | 1,083 | $69.9K | 0.01% | −178−14.1% | Reduced |
| SRS Capital Advisors, Inc. | 986 | $63.6K | 0.00% | −111−10.1% | Reduced |
| GWM Advisors LLC | 900 | $58.1K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 896 | $57.8K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 740 | $47.7K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 509 | $32.8K | 0.00% | +11+2.2% | Added |
| Quadrant Capital Group LLC | 508 | $32.8K | 0.00% | +37+7.9% | Added |
| Farther Finance Advisors, LLC | 477 | $30.7K | 0.00% | −150−23.9% | Reduced |
| TD Waterhouse Canada Inc. | 467 | $30.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 446 | $28.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 445 | $28.7K | 0.00% | +59+15.3% | Added |
| Kathleen S. Wright Associates Inc. | 426 | $27.5K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 364 | $23.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 346 | $22.3K | 0.00% | −284−45.1% | Reduced |
| Picton Mahoney Asset Management | 328 | $21.0K | 0.00% | +328 | New |
| Armstrong Advisory Group, Inc | 292 | $20.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 305 | $20.0K | 0.00% | +99+48.1% | Added |
| Kestra Investment Management, LLC | 277 | $17.9K | 0.00% | −471−63.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 256 | $16.5K | 0.00% | +4+1.6% | Added |
| First Horizon Advisors, Inc. | 222 | $14.3K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 220 | $14.2K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $12.9K | 0.00% | 00.0% | Unchanged |