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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 96,616 | $7.06M | 0.03% | +89,546+1,266.6% | Added |
| Lord, Abbett & Co. LLC | 96,620 | $7.35M | 0.02% | −32,713−25.3% | Reduced |
| Susquehanna International Group, LLP | 98,625 | $7.50M | 0.01% | −5,263−5.1% | Reduced |
| Kestrel Investment Management Corp | 99,350 | $7.55M | 4.52% | −4,700−4.5% | Reduced |
| Citigroup Inc | 100,652 | $7.65M | 0.01% | −27,158−21.2% | Reduced |
| Royce & Associates LP | 103,593 | $7.88M | 0.08% | +10,503+11.3% | Added |
| Swiss National Bank | 103,600 | $7.88M | 0.00% | −1,500−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 114,278 | $8.69M | 0.01% | +6,247+5.8% | Added |
| Royal Bank of Canada | 126,383 | $9.61M | 0.00% | +17,397+16.0% | Added |
| Boothbay Fund Management, LLC | 126,760 | $9.64M | 0.30% | +126,760 | New |
| Militia Capital Partners, LP | 129,000 | $9.81M | 4.63% | −93,000−41.9% | Reduced |
| Barclays PLC | 131,585 | $10.0M | 0.00% | +32,256+32.5% | Added |
| Brandywine Global Investment Management, LLC | 134,914 | $10.3M | 0.07% | −5,200−3.7% | Reduced |
| First Eagle Investment Management, LLC | 135,172 | $10.3M | 0.02% | −27,100−16.7% | Reduced |
| Franklin Resources Inc | 138,987 | $10.6M | 0.00% | −12,523−8.3% | Reduced |
| Prudential Financial Inc | 140,802 | $10.7M | 0.01% | −26,192−15.7% | Reduced |
| Bank of America Corp | 143,423 | $10.9M | 0.00% | −5,879−3.9% | Reduced |
| Legal & General Group Plc | 145,962 | $11.1M | 0.00% | +1,028+0.7% | Added |
| Gator Capital Management, LLC | 153,230 | $11.7M | 3.63% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 156,351 | $11.9M | 0.00% | +46,451+42.3% | Added |
| Rhumbline Advisers | 159,604 | $12.1M | 0.01% | +2,958+1.9% | Added |
| Two Sigma Investments, LP | 160,222 | $12.2M | 0.02% | −12,707−7.3% | Reduced |
| UBS Group AG | 161,309 | $12.3M | 0.00% | −5,801−3.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 158,801 | $12.4M | 0.02% | +39,515+33.1% | Added |
| State of Wisconsin Investment Board | 164,283 | $12.5M | 0.03% | −7,507−4.4% | Reduced |
| Edgestream Partners, L.P. | 165,283 | $12.6M | 0.35% | +110,136+199.7% | Added |
| Raymond James Financial Inc | 180,105 | $13.7M | 0.00% | −2,624−1.4% | Reduced |
| FMR LLC | 184,630 | $14.0M | 0.00% | +12,524+7.3% | Added |
| Voloridge Investment Management, LLC | 192,038 | $14.6M | 0.05% | −79,515−29.3% | Reduced |
| Public Sector Pension Investment Board | 207,287 | $15.8M | 0.07% | +9,946+5.0% | Added |
| Ategra Capital Management, LLC | 220,216 | $16.7M | 13.31% | −14,877−6.3% | Reduced |
| AQR Capital Management LLC | 235,766 | $17.9M | 0.01% | +60,620+34.6% | Added |
| Kennedy Capital Management, Inc. | 248,962 | $18.9M | 0.45% | +53,927+27.6% | Added |
| Invesco Ltd. | 263,972 | $20.1M | 0.00% | −63,266−19.3% | Reduced |
| Pembroke Management, LTD | 266,983 | $20.3M | 2.46% | −7,589−2.8% | Reduced |
| JPMorgan Chase & Co | 279,984 | $21.3M | 0.00% | −76,177−21.4% | Reduced |
| Stieven Capital Advisors, L.P. | 284,059 | $21.6M | 4.22% | +300+0.1% | Added |
| Goldman Sachs Group Inc | 295,436 | $22.5M | 0.00% | −47,831−13.9% | Reduced |
| Algert Global LLC | 312,070 | $23.7M | 0.50% | +90,340+40.7% | Added |
| Principal Financial Group Inc | 327,788 | $24.9M | 0.01% | −20,011−5.8% | Reduced |
| Bragg Financial Advisors, Inc | 354,072 | $26.9M | 0.96% | +1220.0% | Added |
| Emerald Mutual Fund Advisers Trust | 364,026 | $27.7M | 1.69% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 364,970 | $27.8M | 0.03% | −64,928−15.1% | Reduced |
| Wellington Management Group LLP | 377,066 | $28.7M | 0.01% | −130.0% | Reduced |
| Bank of New York Mellon Corp | 384,503 | $29.2M | 0.01% | −9,641−2.4% | Reduced |
| Jarislowsky, Fraser Ltd | 386,660 | $29.4M | 0.17% | +3,365+0.9% | Added |
| Boston Partners | 381,931 | $29.6M | 0.03% | −122,884−24.3% | Reduced |
| Millennium Management LLC | 396,654 | $30.2M | 0.03% | +239,033+151.7% | Added |
| Shaker Investments LLC | 410,372 | $31.2M | 12.77% | −12,706−3.0% | Reduced |
| Citadel Advisors LLC | 483,001 | $36.7M | 0.03% | −118,528−19.7% | Reduced |
| Nuveen, LLC | 517,848 | $39.4M | 0.01% | −28,342−5.2% | Reduced |
| Emerald Advisers, LLC | 553,591 | $42.1M | 1.54% | +20,005+3.7% | Added |
| Morgan Stanley | 599,903 | $45.6M | 0.00% | −6,030−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 644,574 | $49.0M | 0.01% | −13,208−2.0% | Reduced |
| Northern Trust Corp | 679,663 | $51.7M | 0.01% | −50,472−6.9% | Reduced |
| Geneva Capital Management LLC | 739,374 | $56.2M | 0.94% | +42,126+6.0% | Added |
| Ameriprise Financial Inc | 740,652 | $56.3M | 0.01% | +58,774+8.6% | Added |
| Wasatch Advisors Inc | 909,055 | $69.1M | 0.36% | −105,001−10.4% | Reduced |
| Davis Asset Management, L.P. | 1,457,219 | $110.8M | 4.31% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,521,624 | $115.7M | 0.01% | −24,384−1.6% | Reduced |
| Dimensional Fund Advisors LP | 2,327,530 | $177.0M | 0.04% | −121,840−5.0% | Reduced |
| American Century Companies Inc | 2,378,121 | $180.8M | 0.10% | +226,892+10.5% | Added |
| State Street Corp | 2,652,478 | $201.7M | 0.01% | −272,644−9.3% | Reduced |
| Vanguard Group Inc | 5,939,919 | $451.7M | 0.01% | −84,499−1.4% | Reduced |
| BlackRock, Inc. | 7,963,974 | $605.6M | 0.01% | −329,107−4.0% | Reduced |
| Voss Capital, LLC | 0 | $0 | 0.00% | −207,704−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −53,076−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −44,235−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −28,523−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −22,758−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,430−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,590−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,590−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −6,195−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −5,812−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −5,169−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −4,228−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,205−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −3,845−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,532−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −3,321−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,197−100.0% | Sold out |
| Defined Financial Planning LLC | 0 | $0 | 0.00% | −3,163−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |