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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.

Q2 2025 vs. Q1 2025

How the institutions holding Axos Financial, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of AX: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders3523365+16
Shares46.0M104.4K44.8M−1.08M (−2.3%)
Value$2.96B$6.74M$3.41B+$448.7M (+15.2%)

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Axos Financial, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to AX in Q2 2025
InstitutionSharesValue% of portfolio
Boothbay Fund Management, LLC126,760$9.64M0.30%
Osterweis Capital Management Inc84,960$6.46M0.31%
Arrowstreet Capital, Limited Partnership82,220$6.25M0.00%
PMC FIG Opportunities LLC54,459$4.14M6.16%
Brevan Howard Capital Management LP37,049$2.82M0.03%
Balyasny Asset Management LLC30,228$2.30M0.01%
Horizon Investments, LLC25,835$1.96M0.03%
CenterBook Partners LP21,337$1.62M0.09%
Persistent Asset Partners Ltd18,781$1.43M1.25%
Aquatic Capital Management LLC17,059$1.30M0.03%
Integrated Advisors Network LLC9,206$700.0K0.03%
Readystate Asset Management LP7,766$590.5K0.02%
Connor, Clark & Lunn Investment Management Ltd.7,448$566.3K0.00%
ISAM Funds (UK) Ltd7,413$563.7K0.12%
Oak Associates, Ltd7,142$543.1K0.04%
DRW Securities, LLC6,398$486.5K0.03%
Lido Advisors, LLC5,842$444.2K0.00%
Keebeck Wealth Management, LLC5,335$405.7K0.05%
Jump Financial, LLC5,211$396.2K0.00%
Graham Capital Management, L.P.4,432$337.0K0.01%
Vise Technologies, Inc.4,201$319.4K0.01%
Horizon Investment Services, LLC3,673$279.3K0.12%
Entropy Technologies, LP3,500$266.1K0.02%
Hohimer Wealth Management, LLC3,393$258.0K0.05%
Simplex Trading, LLC3,101$235.0K0.01%
Merit Financial Group, LLC2,881$219.1K0.00%
Retirement Guys Formula LLC2,830$215.2K0.08%
Dakota Wealth Management2,827$215.0K0.00%
Wiley Bros.-Aintree Capital, LLC2,775$211.0K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,732$207.7K0.00%
Syon Capital LLC2,643$201.0K0.01%
Cubist Systematic Strategies, LLC2,362$179.6K0.00%
Point72 Asia (Singapore) Pte. Ltd.2,042$155.3K0.03%
Sprucegrove Investment Management Ltd1,300$98.9K0.01%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,261$95.9K0.00%
Point72 (DIFC) Ltd1,061$80.7K0.01%
Essential Partners LLC967$73.5K0.03%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.415$32.0K0.00%
Twin Peaks Wealth Advisors, LLC248$21.8K0.01%
Global Retirement Partners, LLC245$18.6K0.00%
Allworth Financial LP53$4.03K0.00%
Hantz Financial Services, Inc.47$4.00K0.00%
Northwestern Mutual Wealth Management Co43$3.27K0.00%
Kilter Group LLC38$2.89K0.00%
Atlantic Trust, LLC37$2.81K0.00%
Fortitude Family Office, LLC29$2.21K0.00%
Scarborough Advisors, LLC25$1.90K0.00%
Assetmark, Inc10$7600.00%
Rialto Wealth Management, LLC4$3050.00%
Annis Gardner Whiting Capital Advisors, LLC3$2290.00%
Avion Wealth8$00.00%

Sold out (35)

Institutions that held Axos Financial, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of AX in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Voss Capital, LLC207,704$13.4M
Van Eck Associates Corp53,076$3.42M
Trexquant Investment LP44,235$2.85M
Corebridge Financial, Inc.28,523$1.84M
Schonfeld Strategic Advisors LLC22,758$1.47M
Tudor Investment Corp Et Al17,430$1.12M
Dynamic Technology Lab Private Ltd12,590$812.0K
Wolverine Trading, LLC8,590$545.7K
Moran Wealth Management, LLC6,195$399.7K
PharVision Advisers, LLC5,812$375.0K
Pathstone Holdings, LLC5,169$333.7K
Choate Investment Advisors4,759$307.1K
Jain Global LLC4,228$272.8K
Cresset Asset Management, LLC4,205$271.3K
TownSquare Capital, LLC4,100$264.5K
Raiffeisen Bank International AG3,845$244.3K
Quadrature Capital Ltd3,532$228.0K
Vicus Capital3,396$219.1K
Advantage Alpha Capital Partners LP3,321$214.3K
United Services Automobile Association3,336$211.9K
Aigen Investment Management, LP3,220$207.8K
GTS Securities LLC3,197$206.3K
Defined Financial Planning LLC3,163$203.6K
Quarry LP1,849$119.3K
Quadrant Capital Group LLC508$32.8K
Picton Mahoney Asset Management328$21.0K
Mather Group, LLC.168$10.8K
Boston Private Wealth LLC71$4.58K
Dunhill Financial, LLC60$3.87K
Hexagon Capital Partners LLC44$2.84K
Center for Financial Planning, Inc.18$1.16K
UMA Financial Services, Inc.16$1.03K
Rise Advisors, LLC16$1.03K
Stephens Consulting, LLC15$968
Global Financial Private Client, LLC8$516

Not filed for Q2 2025 yet (3)

Institutions that held Axos Financial, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Redwood Investments, LLC90,716$5.85M
Credit Agricole S A13,610$878.1K
Lindbrook Capital, LLC79$5.10K