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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 12,301 | $935.4K | 0.02% | −100−0.8% | Reduced |
| Truist Financial Corp | 12,483 | $949.2K | 0.00% | +2,457+24.5% | Added |
| Qube Research & Technologies Ltd | 12,760 | $970.3K | 0.00% | −133,463−91.3% | Reduced |
| Mercer Global Advisors Inc | 13,006 | $989.0K | 0.00% | +202+1.6% | Added |
| Keel Point, LLC | 13,319 | $1.01M | 0.07% | +60.0% | Added |
| SummerHaven Investment Management, LLC | 13,620 | $1.04M | 0.68% | +234+1.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,750 | $1.05M | 0.01% | +769+5.9% | Added |
| Quantinno Capital Management LP | 14,100 | $1.07M | 0.00% | +2,478+21.3% | Added |
| Voya Investment Management LLC | 14,811 | $1.13M | 0.00% | +144+1.0% | Added |
| CCG Wealth Management, LLC | 15,200 | $1.16M | 0.61% | 00.0% | Unchanged |
| Amalgamated Bank | 15,272 | $1.16M | 0.01% | −173−1.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,358 | $1.17M | 0.01% | −1,016−6.2% | Reduced |
| Victory Capital Management Inc | 15,699 | $1.19M | 0.00% | −900−5.4% | Reduced |
| Maryland State Retirement & Pension System | 15,739 | $1.20M | 0.03% | −132−0.8% | Reduced |
| Arizona State Retirement System | 15,830 | $1.20M | 0.01% | +272+1.7% | Added |
| KLP Kapitalforvaltning AS | 15,900 | $1.21M | 0.01% | +800+5.3% | Added |
| State Board of Administration of Florida Retirement System | 15,962 | $1.21M | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 16,810 | $1.28M | 0.02% | +966+6.1% | Added |
| Aquatic Capital Management LLC | 17,059 | $1.30M | 0.03% | +17,059 | New |
| Wakefield Asset Management LLLP | 17,078 | $1.30M | 0.36% | −201−1.2% | Reduced |
| New York State Common Retirement Fund | 17,143 | $1.30M | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17,422 | $1.32M | 0.01% | +644+3.8% | Added |
| Ridgewood Investments LLC | 18,051 | $1.37M | 0.59% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 18,138 | $1.38M | 0.01% | −3,907−17.7% | Reduced |
| Persistent Asset Partners Ltd | 18,781 | $1.43M | 1.25% | +18,781 | New |
| Ensign Peak Advisors, Inc | 19,147 | $1.46M | 0.00% | −7,100−27.1% | Reduced |
| Comerica Bank | 19,204 | $1.46M | 0.01% | +270+1.4% | Added |
| Danske Bank A/S | 19,277 | $1.47M | 0.00% | +19,077+9,538.5% | Added |
| Yousif Capital Management, LLC | 20,212 | $1.54M | 0.02% | +75+0.4% | Added |
| Avenir Corp | 20,790 | $1.58M | 0.16% | 00.0% | Unchanged |
| SEI Investments Co | 20,969 | $1.59M | 0.00% | −101,072−82.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.60M | 0.19% | 00.0% | Unchanged |
| CenterBook Partners LP | 21,337 | $1.62M | 0.09% | +21,337 | New |
| Natixis Advisors, L.P. | 21,979 | $1.67M | 0.00% | +1,271+6.1% | Added |
| DekaBank Deutsche Girozentrale | 22,226 | $1.71M | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 23,220 | $1.77M | 0.03% | +3,296+16.5% | Added |
| Van Hulzen Asset Management, LLC | 23,325 | $1.77M | 0.15% | −3,689−13.7% | Reduced |
| Janus Henderson Group PLC | 23,907 | $1.82M | 0.00% | −23,924−50.0% | Reduced |
| D.A. Davidson & Co. | 24,414 | $1.86M | 0.01% | +467+2.0% | Added |
| Louisiana State Employees Retirement System | 25,000 | $1.90M | 0.03% | −500−2.0% | Reduced |
| NFJ Investment Group, LLC | 25,400 | $1.93M | 0.07% | −159−0.6% | Reduced |
| Horizon Investments, LLC | 25,835 | $1.96M | 0.03% | +25,835 | New |
| Commonwealth Equity Services, LLC | 26,420 | $2.01M | 0.00% | −2,814−9.6% | Reduced |
| Advisory Research Inc | 26,445 | $2.01M | 0.31% | +6,075+29.8% | Added |
| State of New Jersey Common Pension Fund D | 27,034 | $2.06M | 0.01% | −2,388−8.1% | Reduced |
| Two Sigma Advisers, LP | 27,816 | $2.12M | 0.00% | −1,900−6.4% | Reduced |
| Illinois Municipal Retirement Fund | 28,175 | $2.14M | 0.03% | −952−3.3% | Reduced |
| Bank of Montreal | 28,233 | $2.15M | 0.00% | +48+0.2% | Added |
| BNP Paribas Arbitrage, SA | 28,459 | $2.16M | 0.00% | −3,483−10.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 28,570 | $2.17M | 0.00% | −3,969−12.2% | Reduced |
| Manufacturers Life Insurance Company, The | 28,605 | $2.18M | 0.00% | −3,261−10.2% | Reduced |
| Quantbot Technologies LP | 29,037 | $2.21M | 0.06% | +9,775+50.7% | Added |
| LPL Financial LLC | 29,996 | $2.28M | 0.00% | +3,798+14.5% | Added |
| Balyasny Asset Management LLC | 30,228 | $2.30M | 0.01% | +30,228 | New |
| Formula Growth Ltd | 30,624 | $2.33M | 0.88% | −3,000−8.9% | Reduced |
| State of Tennessee, Treasury Department | 30,733 | $2.34M | 0.01% | +6,844+28.6% | Added |
| MetLife Investment Management | 31,206 | $2.37M | 0.01% | −544−1.7% | Reduced |
| State of Alaska, Department of Revenue | 31,902 | $2.42M | 0.03% | +1,846+6.1% | Added |
| Ieq Capital, LLC | 33,065 | $2.51M | 0.02% | +10,298+45.2% | Added |
| Virginia Retirement Systems Et Al | 35,355 | $2.69M | 0.02% | +5,200+17.2% | Added |
| Fieldview Capital Management, LLC | 35,581 | $2.71M | 0.41% | +2,416+7.3% | Added |
| Lazard Asset Management LLC | 36,772 | $2.79M | 0.00% | −5,675−13.4% | Reduced |
| Brevan Howard Capital Management LP | 37,049 | $2.82M | 0.03% | +37,049 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,202 | $2.83M | 0.01% | −220−0.6% | Reduced |
| Orchard Capital Managment, LLC | 37,886 | $2.88M | 3.19% | −61,013−61.7% | Reduced |
| Argent Capital Management LLC | 39,275 | $2.99M | 0.09% | +368+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 39,600 | $3.01M | 0.14% | +7,000+21.5% | Added |
| Connors Investor Services Inc | 40,043 | $3.04M | 0.27% | +84+0.2% | Added |
| Colony Group, LLC | 41,881 | $3.18M | 0.01% | +716+1.7% | Added |
| Intech Investment Management LLC | 42,289 | $3.22M | 0.03% | +144+0.3% | Added |
| New York State Teachers Retirement System | 43,026 | $3.27M | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 43,428 | $3.30M | 0.16% | −500−1.1% | Reduced |
| Quantedge Capital Pte Ltd | 45,000 | $3.42M | 3.13% | +23,400+108.3% | Added |
| Thrivent Financial for Lutherans | 45,332 | $3.45M | 0.01% | −18,367−28.8% | Reduced |
| Epoch Investment Partners, Inc. | 45,391 | $3.45M | 0.02% | −155,752−77.4% | Reduced |
| Wells Fargo & Company | 45,403 | $3.45M | 0.00% | +2,581+6.0% | Added |
| Price T Rowe Associates Inc | 45,562 | $3.46M | 0.00% | +2,773+6.5% | Added |
| Gsa Capital Partners LLP | 49,519 | $3.77M | 0.26% | +26,625+116.3% | Added |
| California State Teachers Retirement System | 49,973 | $3.80M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 53,218 | $4.05M | 0.01% | −1,401−2.6% | Reduced |
| HRT Financial LP | 54,359 | $4.13M | 0.02% | +12,408+29.6% | Added |
| Rafferty Asset Management, LLC | 54,402 | $4.14M | 0.01% | −9,996−15.5% | Reduced |
| PMC FIG Opportunities LLC | 54,459 | $4.14M | 6.16% | +54,459 | New |
| Empirical Finance, LLC | 54,633 | $4.15M | 0.22% | +13,118+31.6% | Added |
| Great West Life Assurance Co | 56,153 | $4.28M | 0.01% | −766−1.3% | Reduced |
| Alliancebernstein L.P. | 62,700 | $4.77M | 0.00% | −3,685−5.6% | Reduced |
| Envestnet Asset Management Inc | 63,533 | $4.83M | 0.00% | +13,131+26.1% | Added |
| S&T Bank | 72,992 | $5.55M | 1.69% | −3,146−4.1% | Reduced |
| Empowered Funds, LLC | 74,853 | $5.69M | 0.06% | +58,949+370.7% | Added |
| Bridgeway Capital Management, LLC | 75,200 | $5.72M | 0.14% | −13,000−14.7% | Reduced |
| Deutsche Bank AG | 75,929 | $5.77M | 0.00% | −11,824−13.5% | Reduced |
| First Trust Advisors LP | 76,602 | $5.82M | 0.00% | −60,980−44.3% | Reduced |
| Russell Investments Group, Ltd. | 77,783 | $5.91M | 0.01% | +38,231+96.7% | Added |
| Arrowstreet Capital, Limited Partnership | 82,220 | $6.25M | 0.00% | +82,220 | New |
| Renaissance Group LLC | 84,190 | $6.40M | 0.25% | +20,109+31.4% | Added |
| AXA S.A. | 84,600 | $6.43M | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 84,960 | $6.46M | 0.31% | +84,960 | New |
| Ci Investments Inc. | 87,107 | $6.62M | 0.02% | +400+0.5% | Added |
| Jane Street Group, LLC | 88,077 | $6.70M | 0.01% | −75,996−46.3% | Reduced |
| TCW Group Inc | 89,720 | $6.82M | 0.05% | −2,300−2.5% | Reduced |