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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; 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.

Institutional holdersQ2 2025: 365 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: 386 institutions
Value heldQ2 2025: $3.41B
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 2026386$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, Q2 2025

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2025.

Institutions holding AX in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Dakota Wealth Management2,827$215.0K0.00%+2,827New
Retirement Guys Formula LLC2,830$215.2K0.08%+2,830New
Huntington National Bank2,852$216.9K0.00%−317−10.0%Reduced
Neuberger Berman Group LLC2,866$217.9K0.00%−245−7.9%Reduced
Merit Financial Group, LLC2,881$219.1K0.00%+2,881New
Coldstream Capital Management Inc2,988$227.2K0.00%+2,859+2,216.3%Added
Simplex Trading, LLC3,101$235.0K0.01%+3,101New
Bourgeon Capital Management LLC3,200$243.3K0.05%00.0%Unchanged
Ashton Thomas Private Wealth, LLC3,252$247.3K0.01%−44−1.3%Reduced
Hohimer Wealth Management, LLC3,393$258.0K0.05%+3,393New
STRS Ohio3,400$258.5K0.00%+400+13.3%Added
Entropy Technologies, LP3,500$266.1K0.02%+3,500New
Mackenzie Financial Corp3,525$268.0K0.00%00.0%Unchanged
Earnest Partners LLC3,600$273.7K0.00%00.0%Unchanged
Vestcor Inc3,613$275.0K0.01%00.0%Unchanged
Horizon Investment Services, LLC3,673$279.3K0.12%+3,673New
Vontobel Holding Ltd.3,675$279.4K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC3,700$281.3K0.00%+273+8.0%Added
Steward Partners Investment Advisory, LLC3,709$282.0K0.00%+1,227+49.4%Added
JustInvest LLC3,758$285.8K0.00%−213−5.4%Reduced
Crossmark Global Holdings, Inc.3,799$288.9K0.00%+4+0.1%Added
Pensionmark Financial Group, LLC3,936$299.3K0.01%+115+3.0%Added
Verdence Capital Advisors LLC4,004$304.5K0.02%+206+5.4%Added
SkyOak Wealth, LLC4,078$310.1K0.06%00.0%Unchanged
Vise Technologies, Inc.4,201$319.4K0.01%+4,201New
Profund Advisors LLC4,218$320.7K0.01%−246−5.5%Reduced
Creative Planning4,318$328.3K0.00%−91−2.1%Reduced
Pallas Capital Advisors LLC4,370$332.3K0.01%+602+16.0%Added
Graham Capital Management, L.P.4,432$337.0K0.01%+4,432New
Foyston, Gordon, & Payne Inc4,541$345.3K0.08%+820+22.0%Added
Venturi Wealth Management, LLC4,600$349.8K0.02%+600+15.0%Added
Mission Creek Capital Partners, Inc.4,631$352.1K0.08%00.0%Unchanged
J.W. Cole Advisors, Inc.4,690$356.6K0.01%+540+13.0%Added
Advisor Group Holdings, Inc.4,845$368.5K0.00%−235−4.6%Reduced
Mutual Advisors, LLC4,482$379.7K0.01%+765+20.6%Added
Numerai GP LLC5,113$388.8K0.06%+183+3.7%Added
Jump Financial, LLC5,211$396.2K0.00%+5,211New
Ameritas Investment Partners, Inc.5,322$404.7K0.01%−206−3.7%Reduced
Everence Capital Management Inc5,330$405.0K0.03%00.0%Unchanged
Keebeck Wealth Management, LLC5,335$405.7K0.05%+5,335New
Marshall Wace, LLP5,366$408.0K0.00%−2,500−31.8%Reduced
Verition Fund Management LLC5,386$409.6K0.00%+555+11.5%Added
Concurrent Investment Advisors, LLC5,410$411.4K0.01%+293+5.7%Added
Engineers Gate Manager LP5,411$411.5K0.01%−13,886−72.0%Reduced
Cetera Trust Company, N.A5,470$415.9K0.25%+340+6.6%Added
Alps Advisors Inc5,716$434.6K0.00%+69+1.2%Added
Optimize Financial Inc5,824$442.9K0.27%−40−0.7%Reduced
Lido Advisors, LLC5,842$444.2K0.00%+5,842New
Guggenheim Capital LLC5,876$446.8K0.00%+468+8.7%Added
James Investment Research Inc6,172$469.3K0.06%00.0%Unchanged
Waterloo Capital, L.P.6,360$483.6K0.04%−6−0.1%Reduced
DRW Securities, LLC6,398$486.5K0.03%+6,398New
CIBC World Markets Corp6,423$488.4K0.00%−5,703−47.0%Reduced
Public Employees Retirement Association of Colorado6,505$495.0K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC6,523$496.0K0.03%00.0%Unchanged
HighTower Advisors, LLC6,527$496.3K0.00%−251−3.7%Reduced
The PNC Financial Services Group, Inc.6,619$503.3K0.00%−424−6.0%Reduced
National Philanthropic Trust6,685$508.3K0.01%+2,685+67.1%Added
Mutual of America Capital Management LLC6,880$523.2K0.01%−1,019−12.9%Reduced
Stifel Financial Corp7,140$542.9K0.00%−21−0.3%Reduced
Oak Associates, Ltd7,142$543.1K0.04%+7,142New
Avantax Advisory Services, Inc.7,250$551.3K0.00%+62+0.9%Added
Xponance, Inc.7,297$554.9K0.00%−821−10.1%Reduced
ISAM Funds (UK) Ltd7,413$563.7K0.12%+7,413New
Connor, Clark & Lunn Investment Management Ltd.7,448$566.3K0.00%+7,448New
Csenge Advisory Group8,229$572.2K0.03%−48−0.6%Reduced
Pictet Asset Management Holding SA7,583$576.6K0.00%−923−10.9%Reduced
Readystate Asset Management LP7,766$590.5K0.02%+7,766New
MML Investors Services, LLC7,822$595.0K0.00%+1,978+33.8%Added
Jupiter Asset Management Ltd8,104$616.2K0.01%00.0%Unchanged
Cetera Investment Advisers8,197$623.3K0.00%+141+1.8%Added
Cim Investment Mangement Inc8,658$631.0K0.12%+4,345+100.7%Added
Pinnacle Associates Ltd8,400$638.7K0.01%−200−2.3%Reduced
Teacher Retirement System of Texas8,530$648.6K0.00%+601+7.6%Added
Mariner, LLC8,566$651.4K0.00%+1,832+27.2%Added
Jones Financial Companies LLLP8,544$656.6K0.00%+920+12.1%Added
Premier Fund Managers Ltd8,721$669.0K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)9,075$690.1K0.02%+6,947+326.5%Added
Integrated Advisors Network LLC9,206$700.0K0.03%+9,206New
Squarepoint Ops LLC9,389$713.9K0.00%−22,291−70.4%Reduced
XTX Topco Ltd9,677$735.8K0.03%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)9,847$748.8K0.00%00.0%Unchanged
Summit Global Investments9,988$759.0K0.04%+159+1.6%Added
CWM, LLC10,233$778.0K0.00%+2,527+32.8%Added
EJF Capital LLC10,256$779.9K0.62%+256+2.6%Added
Aviso Financial Inc.10,329$785.4K0.04%−191−1.8%Reduced
Great Lakes Advisors, LLC10,348$786.9K0.01%+114+1.1%Added
Hussman Strategic Advisors, Inc.10,500$798.4K0.18%+4,200+66.7%Added
Inspire Advisors, LLC10,565$803.4K0.08%+572+5.7%Added
Sterling Capital Management LLC10,780$819.7K0.01%+408+3.9%Added
TD Asset Management Inc10,968$834.0K0.00%+573+5.5%Added
Nisa Investment Advisors, LLC11,265$856.6K0.00%00.0%Unchanged
Federated Hermes, Inc.11,456$871.1K0.00%+782+7.3%Added
Hancock Whitney Corp11,547$878.0K0.02%+101+0.9%Added
Cerity Partners LLC11,565$879.4K0.00%+1,075+10.2%Added
Handelsbanken Fonder AB11,595$882.0K0.00%00.0%Unchanged
ProShare Advisors LLC11,660$886.6K0.00%−1,200−9.3%Reduced
Wealth Enhancement Advisory Services, LLC10,586$887.7K0.00%+2,569+32.0%Added
HSBC Holdings PLC11,686$897.4K0.00%+3,702+46.4%Added
Police & Firemen's Retirement System of New Jersey11,910$905.6K0.01%−130−1.1%Reduced