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, 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
- 365
- +16 vs. Q1 2025
- Shares held
- 44.8M
- −1.08M (−2.3%) vs. Q1 2025
- Total value
- $3.41B
- +$448.7M (+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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| CIBC Private Wealth Group, LLC | 1 | $76 | 0.00% | −4,624−100.0% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $228 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $229 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $229 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $304 | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $304 | 0.00% | +3+300.0% | Added |
| Rialto Wealth Management, LLC | 4 | $305 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 6 | $457 | 0.00% | −9−60.0% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $608 | 0.00% | −3−27.3% | Reduced |
| SJS Investment Consulting Inc. | 8 | $609 | 0.00% | −3−27.3% | Reduced |
| Binnacle Investments Inc | 9 | $684 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $760 | 0.00% | +10 | New |
| SBI Securities Co., Ltd. | 13 | $989 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $989 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $1.14K | 0.00% | −5−25.0% | Reduced |
| Beacon Capital Management, LLC | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 25 | $1.90K | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 29 | $2.21K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 35 | $2.66K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $2.81K | 0.00% | +37 | New |
| Kilter Group LLC | 38 | $2.89K | 0.00% | +38 | New |
| Versant Capital Management, Inc | 39 | $2.97K | 0.00% | −6−13.3% | Reduced |
| Park Square Financial Group, LLC | 43 | $3.27K | 0.00% | −69−61.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 43 | $3.27K | 0.00% | +43 | New |
| Hantz Financial Services, Inc. | 47 | $4.00K | 0.00% | +47 | New |
| CoreCap Advisors, LLC | 53 | $4.03K | 0.00% | +2+3.9% | Added |
| Allworth Financial LP | 53 | $4.03K | 0.00% | +53 | New |
| Colonial Trust Co | 54 | $4.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 57 | $4.33K | 0.00% | −165−74.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 57 | $4.33K | 0.00% | −3−5.0% | Reduced |
| Skopos Labs, Inc. | 64 | $4.87K | 0.00% | −66−50.8% | Reduced |
| JFS Wealth Advisors, LLC | 67 | $5.09K | 0.00% | +3+4.7% | Added |
| Vision Financial Markets LLC | 70 | $5.32K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 75 | $5.70K | 0.00% | +74+7,400.0% | Added |
| Bare Financial Services, Inc | 84 | $6.39K | 0.00% | +55+189.7% | Added |
| Chelsea Counsel Co | 100 | $7.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $7.98K | 0.00% | +10+10.5% | Added |
| Hemington Wealth Management | 110 | $8.00K | 0.00% | +30+37.5% | Added |
| Massmutual Trust Co FSB | 109 | $8.29K | 0.00% | +16+17.2% | Added |
| Geneos Wealth Management Inc. | 111 | $8.44K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 124 | $9.43K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 136 | $10.3K | 0.00% | −45−24.9% | Reduced |
| Signaturefd, LLC | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 218 | $16.0K | 0.00% | +112+105.7% | Added |
| Principal Securities, Inc. | 212 | $16.1K | 0.00% | +189+821.7% | Added |
| Clark Wealth Partners | 220 | $16.7K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 277 | $17.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 245 | $18.6K | 0.00% | +245 | New |
| Umb Bank N A | 249 | $18.9K | 0.00% | +55+28.4% | Added |
| Whittier Trust Co of Nevada Inc | 256 | $19.5K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 248 | $21.8K | 0.01% | +248 | New |
| Armstrong Advisory Group, Inc | 292 | $22.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $23.6K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 333 | $25.0K | 0.00% | +28+9.2% | Added |
| Parallel Advisors, LLC | 364 | $27.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 372 | $28.3K | 0.01% | +287+337.6% | Added |
| PrairieView Partners, LLC | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 408 | $31.0K | 0.00% | −37−8.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 415 | $32.0K | 0.00% | +415 | New |
| Kathleen S. Wright Associates Inc. | 426 | $32.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 433 | $32.9K | 0.00% | −44−9.2% | Reduced |
| True Wealth Design, LLC | 433 | $32.9K | 0.01% | +237+120.9% | Added |
| Quest Partners LLC | 435 | $33.1K | 0.00% | −13,932−97.0% | Reduced |
| NewSquare Capital LLC | 446 | $33.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 446 | $33.9K | 0.00% | +333+294.7% | Added |
| Public Employees Retirement System of Ohio | 474 | $36.0K | 0.00% | −35−6.9% | Reduced |
| IFP Advisors, Inc | 493 | $37.5K | 0.00% | +386+360.7% | Added |
| TD Waterhouse Canada Inc. | 504 | $39.5K | 0.00% | +37+7.9% | Added |
| Clearstead Advisors, LLC | 602 | $45.8K | 0.00% | +256+74.0% | Added |
| State of Wyoming | 734 | $55.8K | 0.01% | −848−53.6% | Reduced |
| 1620 Investment Advisors, Inc. | 740 | $56.3K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 879 | $66.8K | 0.01% | −204−18.8% | Reduced |
| Medallion Wealth Advisors, LLC | 896 | $68.1K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 900 | $68.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 967 | $73.5K | 0.03% | +967 | New |
| SRS Capital Advisors, Inc. | 1,026 | $78.0K | 0.00% | +40+4.1% | Added |
| Point72 (DIFC) Ltd | 1,061 | $80.7K | 0.01% | +1,061 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,160 | $88.0K | 0.00% | −1,214−51.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,261 | $95.9K | 0.00% | +1,261 | New |
| Sprucegrove Investment Management Ltd | 1,300 | $98.9K | 0.01% | +1,300 | New |
| Smartleaf Asset Management LLC | 1,505 | $115.7K | 0.01% | −14−0.9% | Reduced |
| SG Americas Securities, LLC | 1,520 | $116.0K | 0.00% | −10,110−86.9% | Reduced |
| Advisors Asset Management, Inc. | 1,536 | $116.8K | 0.00% | −532−25.7% | Reduced |
| KBC Group NV | 1,592 | $121.0K | 0.00% | −877−35.5% | Reduced |
| MAI Capital Management | 1,653 | $125.7K | 0.00% | +153+10.2% | Added |
| National Bank of Canada | 1,780 | $135.3K | 0.00% | +214+13.7% | Added |
| Covestor Ltd | 1,806 | $137.0K | 0.08% | −468−20.6% | Reduced |
| GAMMA Investing LLC | 1,960 | $149.0K | 0.01% | +126+6.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,042 | $155.3K | 0.03% | +2,042 | New |
| US Bancorp | 2,337 | $177.7K | 0.00% | +420+21.9% | Added |
| Cubist Systematic Strategies, LLC | 2,362 | $179.6K | 0.00% | +2,362 | New |
| New Age Alpha Advisors, LLC | 2,614 | $198.8K | 0.01% | −155−5.6% | Reduced |
| Syon Capital LLC | 2,643 | $201.0K | 0.01% | +2,643 | New |
| Palouse Capital Management, Inc. | 2,645 | $201.1K | 0.13% | −4−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,732 | $207.7K | 0.00% | +2,732 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,775 | $211.0K | 0.00% | +2,775 | New |