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 |
|---|---|---|---|---|---|
| Orchard Capital Managment, LLC | 37,886 | $2.88M | 3.19% | −61,013−61.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,202 | $2.83M | 0.01% | −220−0.6% | Reduced |
| Brevan Howard Capital Management LP | 37,049 | $2.82M | 0.03% | +37,049 | New |
| Lazard Asset Management LLC | 36,772 | $2.79M | 0.00% | −5,675−13.4% | Reduced |
| Fieldview Capital Management, LLC | 35,581 | $2.71M | 0.41% | +2,416+7.3% | Added |
| Virginia Retirement Systems Et Al | 35,355 | $2.69M | 0.02% | +5,200+17.2% | Added |
| Ieq Capital, LLC | 33,065 | $2.51M | 0.02% | +10,298+45.2% | Added |
| State of Alaska, Department of Revenue | 31,902 | $2.42M | 0.03% | +1,846+6.1% | Added |
| MetLife Investment Management | 31,206 | $2.37M | 0.01% | −544−1.7% | Reduced |
| State of Tennessee, Treasury Department | 30,733 | $2.34M | 0.01% | +6,844+28.6% | Added |
| Formula Growth Ltd | 30,624 | $2.33M | 0.88% | −3,000−8.9% | Reduced |
| Balyasny Asset Management LLC | 30,228 | $2.30M | 0.01% | +30,228 | New |
| LPL Financial LLC | 29,996 | $2.28M | 0.00% | +3,798+14.5% | Added |
| Quantbot Technologies LP | 29,037 | $2.21M | 0.06% | +9,775+50.7% | Added |
| Manufacturers Life Insurance Company, The | 28,605 | $2.18M | 0.00% | −3,261−10.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 28,570 | $2.17M | 0.00% | −3,969−12.2% | Reduced |
| BNP Paribas Arbitrage, SA | 28,459 | $2.16M | 0.00% | −3,483−10.9% | Reduced |
| Bank of Montreal | 28,233 | $2.15M | 0.00% | +48+0.2% | Added |
| Illinois Municipal Retirement Fund | 28,175 | $2.14M | 0.03% | −952−3.3% | Reduced |
| Two Sigma Advisers, LP | 27,816 | $2.12M | 0.00% | −1,900−6.4% | Reduced |
| State of New Jersey Common Pension Fund D | 27,034 | $2.06M | 0.01% | −2,388−8.1% | Reduced |
| Advisory Research Inc | 26,445 | $2.01M | 0.31% | +6,075+29.8% | Added |
| Commonwealth Equity Services, LLC | 26,420 | $2.01M | 0.00% | −2,814−9.6% | Reduced |
| Horizon Investments, LLC | 25,835 | $1.96M | 0.03% | +25,835 | New |
| NFJ Investment Group, LLC | 25,400 | $1.93M | 0.07% | −159−0.6% | Reduced |
| Louisiana State Employees Retirement System | 25,000 | $1.90M | 0.03% | −500−2.0% | Reduced |
| D.A. Davidson & Co. | 24,414 | $1.86M | 0.01% | +467+2.0% | Added |
| Janus Henderson Group PLC | 23,907 | $1.82M | 0.00% | −23,924−50.0% | Reduced |
| Van Hulzen Asset Management, LLC | 23,325 | $1.77M | 0.15% | −3,689−13.7% | Reduced |
| OP Asset Management Ltd | 23,220 | $1.77M | 0.03% | +3,296+16.5% | Added |
| DekaBank Deutsche Girozentrale | 22,226 | $1.71M | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 21,979 | $1.67M | 0.00% | +1,271+6.1% | Added |
| CenterBook Partners LP | 21,337 | $1.62M | 0.09% | +21,337 | New |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.60M | 0.19% | 00.0% | Unchanged |
| SEI Investments Co | 20,969 | $1.59M | 0.00% | −101,072−82.8% | Reduced |
| Avenir Corp | 20,790 | $1.58M | 0.16% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 20,212 | $1.54M | 0.02% | +75+0.4% | Added |
| Danske Bank A/S | 19,277 | $1.47M | 0.00% | +19,077+9,538.5% | Added |
| Comerica Bank | 19,204 | $1.46M | 0.01% | +270+1.4% | Added |
| Ensign Peak Advisors, Inc | 19,147 | $1.46M | 0.00% | −7,100−27.1% | Reduced |
| Persistent Asset Partners Ltd | 18,781 | $1.43M | 1.25% | +18,781 | New |
| B. Metzler seel. Sohn & Co. AG | 18,138 | $1.38M | 0.01% | −3,907−17.7% | Reduced |
| Ridgewood Investments LLC | 18,051 | $1.37M | 0.59% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17,422 | $1.32M | 0.01% | +644+3.8% | Added |
| New York State Common Retirement Fund | 17,143 | $1.30M | 0.00% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 17,078 | $1.30M | 0.36% | −201−1.2% | Reduced |
| Aquatic Capital Management LLC | 17,059 | $1.30M | 0.03% | +17,059 | New |
| Exchange Traded Concepts, LLC | 16,810 | $1.28M | 0.02% | +966+6.1% | Added |
| State Board of Administration of Florida Retirement System | 15,962 | $1.21M | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 15,900 | $1.21M | 0.01% | +800+5.3% | Added |
| Arizona State Retirement System | 15,830 | $1.20M | 0.01% | +272+1.7% | Added |
| Maryland State Retirement & Pension System | 15,739 | $1.20M | 0.03% | −132−0.8% | Reduced |
| Victory Capital Management Inc | 15,699 | $1.19M | 0.00% | −900−5.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,358 | $1.17M | 0.01% | −1,016−6.2% | Reduced |
| Amalgamated Bank | 15,272 | $1.16M | 0.01% | −173−1.1% | Reduced |
| CCG Wealth Management, LLC | 15,200 | $1.16M | 0.61% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,811 | $1.13M | 0.00% | +144+1.0% | Added |
| Quantinno Capital Management LP | 14,100 | $1.07M | 0.00% | +2,478+21.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,750 | $1.05M | 0.01% | +769+5.9% | Added |
| SummerHaven Investment Management, LLC | 13,620 | $1.04M | 0.68% | +234+1.7% | Added |
| Keel Point, LLC | 13,319 | $1.01M | 0.07% | +60.0% | Added |
| Mercer Global Advisors Inc | 13,006 | $989.0K | 0.00% | +202+1.6% | Added |
| Qube Research & Technologies Ltd | 12,760 | $970.3K | 0.00% | −133,463−91.3% | Reduced |
| Truist Financial Corp | 12,483 | $949.2K | 0.00% | +2,457+24.5% | Added |
| Oregon Public Employees Retirement Fund | 12,301 | $935.4K | 0.02% | −100−0.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,910 | $905.6K | 0.01% | −130−1.1% | Reduced |
| HSBC Holdings PLC | 11,686 | $897.4K | 0.00% | +3,702+46.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,586 | $887.7K | 0.00% | +2,569+32.0% | Added |
| ProShare Advisors LLC | 11,660 | $886.6K | 0.00% | −1,200−9.3% | Reduced |
| Handelsbanken Fonder AB | 11,595 | $882.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,565 | $879.4K | 0.00% | +1,075+10.2% | Added |
| Hancock Whitney Corp | 11,547 | $878.0K | 0.02% | +101+0.9% | Added |
| Federated Hermes, Inc. | 11,456 | $871.1K | 0.00% | +782+7.3% | Added |
| Nisa Investment Advisors, LLC | 11,265 | $856.6K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 10,968 | $834.0K | 0.00% | +573+5.5% | Added |
| Sterling Capital Management LLC | 10,780 | $819.7K | 0.01% | +408+3.9% | Added |
| Inspire Advisors, LLC | 10,565 | $803.4K | 0.08% | +572+5.7% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $798.4K | 0.18% | +4,200+66.7% | Added |
| Great Lakes Advisors, LLC | 10,348 | $786.9K | 0.01% | +114+1.1% | Added |
| Aviso Financial Inc. | 10,329 | $785.4K | 0.04% | −191−1.8% | Reduced |
| EJF Capital LLC | 10,256 | $779.9K | 0.62% | +256+2.6% | Added |
| CWM, LLC | 10,233 | $778.0K | 0.00% | +2,527+32.8% | Added |
| Summit Global Investments | 9,988 | $759.0K | 0.04% | +159+1.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,847 | $748.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,677 | $735.8K | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,389 | $713.9K | 0.00% | −22,291−70.4% | Reduced |
| Integrated Advisors Network LLC | 9,206 | $700.0K | 0.03% | +9,206 | New |
| Tower Research Capital LLC (TRC) | 9,075 | $690.1K | 0.02% | +6,947+326.5% | Added |
| Premier Fund Managers Ltd | 8,721 | $669.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,544 | $656.6K | 0.00% | +920+12.1% | Added |
| Mariner, LLC | 8,566 | $651.4K | 0.00% | +1,832+27.2% | Added |
| Teacher Retirement System of Texas | 8,530 | $648.6K | 0.00% | +601+7.6% | Added |
| Pinnacle Associates Ltd | 8,400 | $638.7K | 0.01% | −200−2.3% | Reduced |
| Cim Investment Mangement Inc | 8,658 | $631.0K | 0.12% | +4,345+100.7% | Added |
| Cetera Investment Advisers | 8,197 | $623.3K | 0.00% | +141+1.8% | Added |
| Jupiter Asset Management Ltd | 8,104 | $616.2K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,822 | $595.0K | 0.00% | +1,978+33.8% | Added |
| Readystate Asset Management LP | 7,766 | $590.5K | 0.02% | +7,766 | New |
| Pictet Asset Management Holding SA | 7,583 | $576.6K | 0.00% | −923−10.9% | Reduced |
| Csenge Advisory Group | 8,229 | $572.2K | 0.03% | −48−0.6% | Reduced |