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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 7,448 | $566.3K | 0.00% | +7,448 | New |
| ISAM Funds (UK) Ltd | 7,413 | $563.7K | 0.12% | +7,413 | New |
| Xponance, Inc. | 7,297 | $554.9K | 0.00% | −821−10.1% | Reduced |
| Avantax Advisory Services, Inc. | 7,250 | $551.3K | 0.00% | +62+0.9% | Added |
| Oak Associates, Ltd | 7,142 | $543.1K | 0.04% | +7,142 | New |
| Stifel Financial Corp | 7,140 | $542.9K | 0.00% | −21−0.3% | Reduced |
| Mutual of America Capital Management LLC | 6,880 | $523.2K | 0.01% | −1,019−12.9% | Reduced |
| National Philanthropic Trust | 6,685 | $508.3K | 0.01% | +2,685+67.1% | Added |
| The PNC Financial Services Group, Inc. | 6,619 | $503.3K | 0.00% | −424−6.0% | Reduced |
| HighTower Advisors, LLC | 6,527 | $496.3K | 0.00% | −251−3.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,523 | $496.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,505 | $495.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 6,423 | $488.4K | 0.00% | −5,703−47.0% | Reduced |
| DRW Securities, LLC | 6,398 | $486.5K | 0.03% | +6,398 | New |
| Waterloo Capital, L.P. | 6,360 | $483.6K | 0.04% | −6−0.1% | Reduced |
| James Investment Research Inc | 6,172 | $469.3K | 0.06% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,876 | $446.8K | 0.00% | +468+8.7% | Added |
| Lido Advisors, LLC | 5,842 | $444.2K | 0.00% | +5,842 | New |
| Optimize Financial Inc | 5,824 | $442.9K | 0.27% | −40−0.7% | Reduced |
| Alps Advisors Inc | 5,716 | $434.6K | 0.00% | +69+1.2% | Added |
| Cetera Trust Company, N.A | 5,470 | $415.9K | 0.25% | +340+6.6% | Added |
| Engineers Gate Manager LP | 5,411 | $411.5K | 0.01% | −13,886−72.0% | Reduced |
| Concurrent Investment Advisors, LLC | 5,410 | $411.4K | 0.01% | +293+5.7% | Added |
| Verition Fund Management LLC | 5,386 | $409.6K | 0.00% | +555+11.5% | Added |
| Marshall Wace, LLP | 5,366 | $408.0K | 0.00% | −2,500−31.8% | Reduced |
| Keebeck Wealth Management, LLC | 5,335 | $405.7K | 0.05% | +5,335 | New |
| Everence Capital Management Inc | 5,330 | $405.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,322 | $404.7K | 0.01% | −206−3.7% | Reduced |
| Jump Financial, LLC | 5,211 | $396.2K | 0.00% | +5,211 | New |
| Numerai GP LLC | 5,113 | $388.8K | 0.06% | +183+3.7% | Added |
| Mutual Advisors, LLC | 4,482 | $379.7K | 0.01% | +765+20.6% | Added |
| Advisor Group Holdings, Inc. | 4,845 | $368.5K | 0.00% | −235−4.6% | Reduced |
| J.W. Cole Advisors, Inc. | 4,690 | $356.6K | 0.01% | +540+13.0% | Added |
| Mission Creek Capital Partners, Inc. | 4,631 | $352.1K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,600 | $349.8K | 0.02% | +600+15.0% | Added |
| Foyston, Gordon, & Payne Inc | 4,541 | $345.3K | 0.08% | +820+22.0% | Added |
| Graham Capital Management, L.P. | 4,432 | $337.0K | 0.01% | +4,432 | New |
| Pallas Capital Advisors LLC | 4,370 | $332.3K | 0.01% | +602+16.0% | Added |
| Creative Planning | 4,318 | $328.3K | 0.00% | −91−2.1% | Reduced |
| Profund Advisors LLC | 4,218 | $320.7K | 0.01% | −246−5.5% | Reduced |
| Vise Technologies, Inc. | 4,201 | $319.4K | 0.01% | +4,201 | New |
| SkyOak Wealth, LLC | 4,078 | $310.1K | 0.06% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,004 | $304.5K | 0.02% | +206+5.4% | Added |
| Pensionmark Financial Group, LLC | 3,936 | $299.3K | 0.01% | +115+3.0% | Added |
| Crossmark Global Holdings, Inc. | 3,799 | $288.9K | 0.00% | +4+0.1% | Added |
| JustInvest LLC | 3,758 | $285.8K | 0.00% | −213−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,709 | $282.0K | 0.00% | +1,227+49.4% | Added |
| O'Shaughnessy Asset Management, LLC | 3,700 | $281.3K | 0.00% | +273+8.0% | Added |
| Vontobel Holding Ltd. | 3,675 | $279.4K | 0.00% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 3,673 | $279.3K | 0.12% | +3,673 | New |
| Vestcor Inc | 3,613 | $275.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,600 | $273.7K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,525 | $268.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 3,500 | $266.1K | 0.02% | +3,500 | New |
| STRS Ohio | 3,400 | $258.5K | 0.00% | +400+13.3% | Added |
| Hohimer Wealth Management, LLC | 3,393 | $258.0K | 0.05% | +3,393 | New |
| Ashton Thomas Private Wealth, LLC | 3,252 | $247.3K | 0.01% | −44−1.3% | Reduced |
| Bourgeon Capital Management LLC | 3,200 | $243.3K | 0.05% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,101 | $235.0K | 0.01% | +3,101 | New |
| Coldstream Capital Management Inc | 2,988 | $227.2K | 0.00% | +2,859+2,216.3% | Added |
| Merit Financial Group, LLC | 2,881 | $219.1K | 0.00% | +2,881 | New |
| Neuberger Berman Group LLC | 2,866 | $217.9K | 0.00% | −245−7.9% | Reduced |
| Huntington National Bank | 2,852 | $216.9K | 0.00% | −317−10.0% | Reduced |
| Retirement Guys Formula LLC | 2,830 | $215.2K | 0.08% | +2,830 | New |
| Dakota Wealth Management | 2,827 | $215.0K | 0.00% | +2,827 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,775 | $211.0K | 0.00% | +2,775 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,732 | $207.7K | 0.00% | +2,732 | New |
| Palouse Capital Management, Inc. | 2,645 | $201.1K | 0.13% | −4−0.2% | Reduced |
| Syon Capital LLC | 2,643 | $201.0K | 0.01% | +2,643 | New |
| New Age Alpha Advisors, LLC | 2,614 | $198.8K | 0.01% | −155−5.6% | Reduced |
| Cubist Systematic Strategies, LLC | 2,362 | $179.6K | 0.00% | +2,362 | New |
| US Bancorp | 2,337 | $177.7K | 0.00% | +420+21.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,042 | $155.3K | 0.03% | +2,042 | New |
| GAMMA Investing LLC | 1,960 | $149.0K | 0.01% | +126+6.9% | Added |
| Covestor Ltd | 1,806 | $137.0K | 0.08% | −468−20.6% | Reduced |
| National Bank of Canada | 1,780 | $135.3K | 0.00% | +214+13.7% | Added |
| MAI Capital Management | 1,653 | $125.7K | 0.00% | +153+10.2% | Added |
| KBC Group NV | 1,592 | $121.0K | 0.00% | −877−35.5% | Reduced |
| Advisors Asset Management, Inc. | 1,536 | $116.8K | 0.00% | −532−25.7% | Reduced |
| SG Americas Securities, LLC | 1,520 | $116.0K | 0.00% | −10,110−86.9% | Reduced |
| Smartleaf Asset Management LLC | 1,505 | $115.7K | 0.01% | −14−0.9% | Reduced |
| Sprucegrove Investment Management Ltd | 1,300 | $98.9K | 0.01% | +1,300 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,261 | $95.9K | 0.00% | +1,261 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,160 | $88.0K | 0.00% | −1,214−51.1% | Reduced |
| Point72 (DIFC) Ltd | 1,061 | $80.7K | 0.01% | +1,061 | New |
| SRS Capital Advisors, Inc. | 1,026 | $78.0K | 0.00% | +40+4.1% | Added |
| Essential Partners LLC | 967 | $73.5K | 0.03% | +967 | New |
| GWM Advisors LLC | 900 | $68.4K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 896 | $68.1K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 879 | $66.8K | 0.01% | −204−18.8% | Reduced |
| 1620 Investment Advisors, Inc. | 740 | $56.3K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 734 | $55.8K | 0.01% | −848−53.6% | Reduced |
| Clearstead Advisors, LLC | 602 | $45.8K | 0.00% | +256+74.0% | Added |
| TD Waterhouse Canada Inc. | 504 | $39.5K | 0.00% | +37+7.9% | Added |
| IFP Advisors, Inc | 493 | $37.5K | 0.00% | +386+360.7% | Added |
| Public Employees Retirement System of Ohio | 474 | $36.0K | 0.00% | −35−6.9% | 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 |
| Quest Partners LLC | 435 | $33.1K | 0.00% | −13,932−97.0% | Reduced |
| True Wealth Design, LLC | 433 | $32.9K | 0.01% | +237+120.9% | Added |