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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.

Institutional holdersQ1 2025: 352 institutions
Q1 2021: 233 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 244 institutionsQ1 2022: 248 institutionsQ2 2022: 239 institutionsQ3 2022: 251 institutionsQ4 2022: 244 institutionsQ1 2023: 256 institutionsQ2 2023: 260 institutionsQ3 2023: 261 institutionsQ4 2023: 303 institutionsQ1 2024: 310 institutionsQ2 2024: 318 institutionsQ3 2024: 335 institutionsQ4 2024: 356 institutionsQ1 2025: 352 institutionsQ2 2025: 365 institutionsQ3 2025: 382 institutionsQ4 2025: 379 institutionsQ1 2026: 387 institutionsQ2 2026: 387 institutions
Value heldQ1 2025: $2.96B
Q1 2021: $2.11BQ2 2021: $2.11BQ3 2021: $2.38BQ4 2021: $2.54BQ1 2022: $2.13BQ2 2022: $1.68BQ3 2022: $1.61BQ4 2022: $1.80BQ1 2023: $1.75BQ2 2023: $1.90BQ3 2023: $1.82BQ4 2023: $2.70BQ1 2024: $2.64BQ2 2024: $2.79BQ3 2024: $3.01BQ4 2024: $3.30BQ1 2025: $2.96BQ2 2025: $3.41BQ3 2025: $3.82BQ4 2025: $3.96BQ1 2026: $4.05BQ2 2026: $4.71B
Institutions holding AX and their total value by quarter
QuarterHoldersValue
Q2 2026387$4.71B
Q1 2026387$4.05B
Q4 2025379$3.96B
Q3 2025382$3.82B
Q2 2025365$3.41B
Q1 2025352$2.96B
Q4 2024356$3.30B
Q3 2024335$3.01B
Q2 2024318$2.79B
Q1 2024310$2.64B
Q4 2023303$2.70B
Q3 2023261$1.82B
Q2 2023260$1.90B
Q1 2023256$1.75B
Q4 2022244$1.80B
Q3 2022251$1.61B
Q2 2022239$1.68B
Q1 2022248$2.13B
Q4 2021244$2.54B
Q3 2021232$2.38B
Q2 2021233$2.11B
Q1 2021233$2.11B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q4 2024.

Institutions holding AX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
True Wealth Design, LLC196$12.6K0.00%+196New
Umb Bank N A194$12.5K0.00%+69+55.2%Added
Optiver Holding B.V.181$11.7K0.00%+181New
Mather Group, LLC.168$10.8K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.161$10.4K0.00%00.0%Unchanged
Signaturefd, LLC160$10.3K0.00%00.0%Unchanged
Skopos Labs, Inc.130$8.39K0.00%+130New
Coldstream Capital Management Inc129$8.32K0.00%+129New
Bokf, NA124$8.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC113$7.29K0.00%+81+253.1%Added
Park Square Financial Group, LLC112$7.23K0.01%00.0%Unchanged
Geneos Wealth Management Inc.111$7.16K0.00%00.0%Unchanged
Bessemer Group Inc106$7.00K0.00%−64−37.6%Reduced
IFP Advisors, Inc107$6.90K0.00%−100−48.3%Reduced
Chelsea Counsel Co100$6.45K0.00%00.0%Unchanged
Rothschild Investment LLC95$6.13K0.00%+30+46.2%Added
Massmutual Trust Co FSB93$6.00K0.00%−24−20.5%Reduced
Tidemark, LLC85$5.48K0.00%+85New
Lindbrook Capital, LLC79$5.10K0.00%00.0%Unchanged
Hemington Wealth Management80$5.00K0.00%+18+29.0%Added
Boston Private Wealth LLC71$4.58K0.00%+71New
Vision Financial Markets LLC70$4.52K0.00%+70New
JFS Wealth Advisors, LLC64$4.13K0.00%+2+3.2%Added
Vermillion & White Wealth Management Group, LLC60$3.87K0.00%+60New
Dunhill Financial, LLC60$3.87K0.00%+60New
Colonial Trust Co54$3.43K0.00%00.0%Unchanged
CoreCap Advisors, LLC51$3.29K0.00%00.0%Unchanged
Versant Capital Management, Inc45$2.90K0.00%+45New
Hexagon Capital Partners LLC44$2.84K0.00%+44New
Farmers & Merchants Investments Inc35$2.26K0.00%−2−5.4%Reduced
Bare Financial Services, Inc29$1.87K0.00%+29New
Principal Securities, Inc.23$1.61K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.22$1.42K0.00%00.0%Unchanged
Beacon Capital Management, LLC21$1.35K0.00%00.0%Unchanged
Larson Financial Group LLC20$1.29K0.00%+13+185.7%Added
Center for Financial Planning, Inc.18$1.16K0.00%00.0%Unchanged
UMA Financial Services, Inc.16$1.03K0.00%+16New
Rise Advisors, LLC16$1.03K0.00%+16New
Bell Investment Advisors, Inc15$9680.00%+9+150.0%Added
Stephens Consulting, LLC15$9680.00%+15New
DiNuzzo Private Wealth, Inc.13$8390.00%00.0%Unchanged
SBI Securities Co., Ltd.13$8390.00%00.0%Unchanged
SJS Investment Consulting Inc.11$7100.00%00.0%Unchanged
Bruce G. Allen Investments, LLC11$7100.00%+2+22.2%Added
Binnacle Investments Inc9$5810.00%+9New
Global Financial Private Client, LLC8$5160.00%+5+166.7%Added
Abound Wealth Management3$1940.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$1940.00%00.0%Unchanged
HFM Investment Advisors, LLC2$1300.00%+2New
Caitong International Asset Management Co., Ltd1$650.00%−616−99.8%Reduced
Bay Harbor Wealth Management, LLC1$640.00%+1New
Capital Advisors, Ltd. LLC3$00.00%00.0%Unchanged
Proequities, Inc.0$00.00%−756−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−289,723−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−49,958−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−49,753−100.0%Sold out
Twinbeech Capital LP0$00.00%−39,932−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−31,051−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−26,961−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−21,000−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−17,313−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−16,906−100.0%Sold out
CWM Advisors, LLC0$00.00%−14,223−100.0%Sold out
Simplex Trading, LLC0$00.00%−13,858−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−13,567−100.0%Sold out
Renaissance Technologies LLC0$00.00%−10,684−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−8,527−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−7,322−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−6,266−100.0%Sold out
Savant Capital, LLC0$00.00%−5,546−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−5,500−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−5,357−100.0%Sold out
Wesbanco Bank Inc0$00.00%−5,300−100.0%Sold out
Virtu Financial LLC0$00.00%−5,259−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−5,080−100.0%Sold out
Western Wealth Management, LLC0$00.00%−4,800−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−4,629−100.0%Sold out
Wiley Bros.-Aintree Capital, LLC0$00.00%−3,907−100.0%Sold out
Versor Investments LP0$00.00%−4,000−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−3,738−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−3,418−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−2,937−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−2,879−100.0%Sold out
Dakota Wealth Management0$00.00%−2,867−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−1,486−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−1,305−100.0%Sold out
Ravenstone Capital Management Inc.0$00.00%−1,000−100.0%Sold out
R Squared Ltd0$00.00%−940−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−880−100.0%Sold out
Investment Research & Advisory Group, Inc.0$00.00%−504−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−263−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−204−100.0%Sold out
Hollencrest Capital Management0$00.00%−190−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−34−100.0%Sold out
Riverview Trust Co0$00.00%−9−100.0%Sold out
Harbour Investments, Inc.0$00.00%−8−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−5−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed