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; 391 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Axos Financial, Inc. as of Jun 30, 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
- 368
- +16 vs. Q1 2025
- Shares held
- 44.8M
- −1.08M (−2.3%) vs. Q1 2025
- Total value
- $3.41B
- +$448.8M (+15.2%) vs. Q1 2025
- New holders
- 51
- 129 more added
- Sold out
- 35
- 127 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 391 | $4.71B |
| Q1 2026 | 390 | $4.05B |
| Q4 2025 | 382 | $3.96B |
| Q3 2025 | 385 | $3.82B |
| Q2 2025 | 368 | $3.41B |
| Q1 2025 | 355 | $2.96B |
| Q4 2024 | 358 | $3.30B |
| Q3 2024 | 336 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,963,974 | $605.6M | 0.01% | −329,107−4.0% | Reduced |
| Vanguard Group Inc | 5,939,919 | $451.7M | 0.01% | −84,499−1.4% | Reduced |
| State Street Corp | 2,652,478 | $201.7M | 0.01% | −272,644−9.3% | Reduced |
| American Century Companies Inc | 2,378,121 | $180.8M | 0.10% | +226,892+10.5% | Added |
| Dimensional Fund Advisors LP | 2,327,530 | $177.0M | 0.04% | −121,840−5.0% | Reduced |
| Geode Capital Management, LLC | 1,521,624 | $115.7M | 0.01% | −24,384−1.6% | Reduced |
| Davis Asset Management, L.P. | 1,457,219 | $110.8M | 4.31% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 909,055 | $69.1M | 0.36% | −105,001−10.4% | Reduced |
| Ameriprise Financial Inc | 740,652 | $56.3M | 0.01% | +58,774+8.6% | Added |
| Geneva Capital Management LLC | 739,374 | $56.2M | 0.94% | +42,126+6.0% | Added |
| Northern Trust Corp | 679,663 | $51.7M | 0.01% | −50,472−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 644,574 | $49.0M | 0.01% | −13,208−2.0% | Reduced |
| Morgan Stanley | 599,903 | $45.6M | 0.00% | −6,030−1.0% | Reduced |
| Emerald Advisers, LLC | 553,591 | $42.1M | 1.54% | +20,005+3.7% | Added |
| Nuveen, LLC | 517,848 | $39.4M | 0.01% | −28,342−5.2% | Reduced |
| Citadel Advisors LLC | 483,001 | $36.7M | 0.03% | −118,528−19.7% | Reduced |
| Shaker Investments LLC | 410,372 | $31.2M | 12.77% | −12,706−3.0% | Reduced |
| Millennium Management LLC | 396,654 | $30.2M | 0.03% | +239,033+151.7% | Added |
| Boston Partners | 381,931 | $29.6M | 0.03% | −122,884−24.3% | Reduced |
| Jarislowsky, Fraser Ltd | 386,660 | $29.4M | 0.17% | +3,365+0.9% | Added |
| Bank of New York Mellon Corp | 384,503 | $29.2M | 0.01% | −9,641−2.4% | Reduced |
| Wellington Management Group LLP | 377,066 | $28.7M | 0.01% | −130.0% | Reduced |
| Loomis Sayles & Co L P | 364,970 | $27.8M | 0.03% | −64,928−15.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 364,026 | $27.7M | 1.69% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 354,072 | $26.9M | 0.96% | +1220.0% | Added |
| Principal Financial Group Inc | 327,788 | $24.9M | 0.01% | −20,011−5.8% | Reduced |
| Algert Global LLC | 312,070 | $23.7M | 0.50% | +90,340+40.7% | Added |
| Goldman Sachs Group Inc | 295,436 | $22.5M | 0.00% | −47,831−13.9% | Reduced |
| Stieven Capital Advisors, L.P. | 284,059 | $21.6M | 4.22% | +300+0.1% | Added |
| JPMorgan Chase & Co | 279,984 | $21.3M | 0.00% | −76,177−21.4% | Reduced |
| Pembroke Management, LTD | 266,983 | $20.3M | 2.46% | −7,589−2.8% | Reduced |
| Invesco Ltd. | 263,972 | $20.1M | 0.00% | −63,266−19.3% | Reduced |
| Kennedy Capital Management, Inc. | 248,962 | $18.9M | 0.45% | +53,927+27.6% | Added |
| AQR Capital Management LLC | 235,766 | $17.9M | 0.01% | +60,620+34.6% | Added |
| Ategra Capital Management, LLC | 220,216 | $16.7M | 13.31% | −14,877−6.3% | Reduced |
| Public Sector Pension Investment Board | 207,287 | $15.8M | 0.07% | +9,946+5.0% | Added |
| Voloridge Investment Management, LLC | 192,038 | $14.6M | 0.05% | −79,515−29.3% | Reduced |
| FMR LLC | 184,630 | $14.0M | 0.00% | +12,524+7.3% | Added |
| Raymond James Financial Inc | 180,105 | $13.7M | 0.00% | −2,624−1.4% | Reduced |
| Edgestream Partners, L.P. | 165,283 | $12.6M | 0.35% | +110,136+199.7% | Added |
| State of Wisconsin Investment Board | 164,283 | $12.5M | 0.03% | −7,507−4.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 158,801 | $12.4M | 0.02% | +39,515+33.1% | Added |
| UBS Group AG | 161,309 | $12.3M | 0.00% | −5,801−3.5% | Reduced |
| Two Sigma Investments, LP | 160,222 | $12.2M | 0.02% | −12,707−7.3% | Reduced |
| Rhumbline Advisers | 159,604 | $12.1M | 0.01% | +2,958+1.9% | Added |
| UBS Asset Management Americas Inc | 156,351 | $11.9M | 0.00% | +46,451+42.3% | Added |
| Gator Capital Management, LLC | 153,230 | $11.7M | 3.63% | 00.0% | Unchanged |
| Legal & General Group Plc | 145,962 | $11.1M | 0.00% | +1,028+0.7% | Added |
| Bank of America Corp | 143,423 | $10.9M | 0.00% | −5,879−3.9% | Reduced |
| Prudential Financial Inc | 140,802 | $10.7M | 0.01% | −26,192−15.7% | Reduced |
| Franklin Resources Inc | 138,987 | $10.6M | 0.00% | −12,523−8.3% | Reduced |
| First Eagle Investment Management, LLC | 135,172 | $10.3M | 0.02% | −27,100−16.7% | Reduced |
| Brandywine Global Investment Management, LLC | 134,914 | $10.3M | 0.07% | −5,200−3.7% | Reduced |
| Barclays PLC | 131,585 | $10.0M | 0.00% | +32,256+32.5% | Added |
| Militia Capital Partners, LP | 129,000 | $9.81M | 4.63% | −93,000−41.9% | Reduced |
| Boothbay Fund Management, LLC | 126,760 | $9.64M | 0.30% | +126,760 | New |
| Royal Bank of Canada | 126,383 | $9.61M | 0.00% | +17,397+16.0% | Added |
| D. E. Shaw & Co., Inc. | 114,278 | $8.69M | 0.01% | +6,247+5.8% | Added |
| Swiss National Bank | 103,600 | $7.88M | 0.00% | −1,500−1.4% | Reduced |
| Royce & Associates LP | 103,593 | $7.88M | 0.08% | +10,503+11.3% | Added |
| Citigroup Inc | 100,652 | $7.65M | 0.01% | −27,158−21.2% | Reduced |
| Kestrel Investment Management Corp | 99,350 | $7.55M | 4.52% | −4,700−4.5% | Reduced |
| Susquehanna International Group, LLP | 98,625 | $7.50M | 0.01% | −5,263−5.1% | Reduced |
| Lord, Abbett & Co. LLC | 96,620 | $7.35M | 0.02% | −32,713−25.3% | Reduced |
| Fred Alger Management, LLC | 96,616 | $7.06M | 0.03% | +89,546+1,266.6% | Added |
| TCW Group Inc | 89,720 | $6.82M | 0.05% | −2,300−2.5% | Reduced |
| Jane Street Group, LLC | 88,077 | $6.70M | 0.01% | −75,996−46.3% | Reduced |
| Ci Investments Inc. | 87,107 | $6.62M | 0.02% | +400+0.5% | Added |
| Osterweis Capital Management Inc | 84,960 | $6.46M | 0.31% | +84,960 | New |
| AXA S.A. | 84,600 | $6.43M | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 84,190 | $6.40M | 0.25% | +20,109+31.4% | Added |
| Arrowstreet Capital, Limited Partnership | 82,220 | $6.25M | 0.00% | +82,220 | New |
| Russell Investments Group, Ltd. | 77,783 | $5.91M | 0.01% | +38,231+96.7% | Added |
| First Trust Advisors LP | 76,602 | $5.82M | 0.00% | −60,980−44.3% | Reduced |
| Deutsche Bank AG | 75,929 | $5.77M | 0.00% | −11,824−13.5% | Reduced |
| Bridgeway Capital Management, LLC | 75,200 | $5.72M | 0.14% | −13,000−14.7% | Reduced |
| Empowered Funds, LLC | 74,853 | $5.69M | 0.06% | +58,949+370.7% | Added |
| S&T Bank | 72,992 | $5.55M | 1.69% | −3,146−4.1% | Reduced |
| Envestnet Asset Management Inc | 63,533 | $4.83M | 0.00% | +13,131+26.1% | Added |
| Alliancebernstein L.P. | 62,700 | $4.77M | 0.00% | −3,685−5.6% | Reduced |
| Great West Life Assurance Co | 56,153 | $4.28M | 0.01% | −766−1.3% | Reduced |
| Empirical Finance, LLC | 54,633 | $4.15M | 0.22% | +13,118+31.6% | Added |
| PMC FIG Opportunities LLC | 54,459 | $4.14M | 6.16% | +54,459 | New |
| Rafferty Asset Management, LLC | 54,402 | $4.14M | 0.01% | −9,996−15.5% | Reduced |
| HRT Financial LP | 54,359 | $4.13M | 0.02% | +12,408+29.6% | Added |
| Assenagon Asset Management S.A. | 53,218 | $4.05M | 0.01% | −1,401−2.6% | Reduced |
| California State Teachers Retirement System | 49,973 | $3.80M | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 49,519 | $3.77M | 0.26% | +26,625+116.3% | Added |
| Price T Rowe Associates Inc | 45,562 | $3.46M | 0.00% | +2,773+6.5% | Added |
| Wells Fargo & Company | 45,403 | $3.45M | 0.00% | +2,581+6.0% | Added |
| Epoch Investment Partners, Inc. | 45,391 | $3.45M | 0.02% | −155,752−77.4% | Reduced |
| Thrivent Financial for Lutherans | 45,332 | $3.45M | 0.01% | −18,367−28.8% | Reduced |
| Quantedge Capital Pte Ltd | 45,000 | $3.42M | 3.13% | +23,400+108.3% | Added |
| National Asset Management, Inc. | 43,428 | $3.30M | 0.16% | −500−1.1% | Reduced |
| New York State Teachers Retirement System | 43,026 | $3.27M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 42,289 | $3.22M | 0.03% | +144+0.3% | Added |
| Colony Group, LLC | 41,881 | $3.18M | 0.01% | +716+1.7% | Added |
| Connors Investor Services Inc | 40,043 | $3.04M | 0.27% | +84+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 39,600 | $3.01M | 0.14% | +7,000+21.5% | Added |
| Argent Capital Management LLC | 39,275 | $2.99M | 0.09% | +368+0.9% | Added |