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; 387 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 | 387 | $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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 433 | $32.9K | 0.00% | −44−9.2% | Reduced |
| Kathleen S. Wright Associates Inc. | 426 | $32.4K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 415 | $32.0K | 0.00% | +415 | New |
| Fifth Third Bancorp | 408 | $31.0K | 0.00% | −37−8.3% | Reduced |
| PrairieView Partners, LLC | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 372 | $28.3K | 0.01% | +287+337.6% | Added |
| Parallel Advisors, LLC | 364 | $27.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 333 | $25.0K | 0.00% | +28+9.2% | Added |
| Nomura Asset Management Co Ltd | 310 | $23.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 292 | $22.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 248 | $21.8K | 0.01% | +248 | New |
| Whittier Trust Co of Nevada Inc | 256 | $19.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 249 | $18.9K | 0.00% | +55+28.4% | Added |
| Global Retirement Partners, LLC | 245 | $18.6K | 0.00% | +245 | New |
| Kestra Investment Management, LLC | 277 | $17.9K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 220 | $16.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 212 | $16.1K | 0.00% | +189+821.7% | Added |
| Bessemer Group Inc | 218 | $16.0K | 0.00% | +112+105.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $12.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 136 | $10.3K | 0.00% | −45−24.9% | Reduced |
| Bokf, NA | 124 | $9.43K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 111 | $8.44K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 109 | $8.29K | 0.00% | +16+17.2% | Added |
| Hemington Wealth Management | 110 | $8.00K | 0.00% | +30+37.5% | Added |
| Rothschild Investment LLC | 105 | $7.98K | 0.00% | +10+10.5% | Added |
| Chelsea Counsel Co | 100 | $7.60K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 84 | $6.39K | 0.00% | +55+189.7% | Added |
| Caitong International Asset Management Co., Ltd | 75 | $5.70K | 0.00% | +74+7,400.0% | Added |
| Vision Financial Markets LLC | 70 | $5.32K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $5.09K | 0.00% | +3+4.7% | Added |
| Skopos Labs, Inc. | 64 | $4.87K | 0.00% | −66−50.8% | Reduced |
| First Horizon Advisors, Inc. | 57 | $4.33K | 0.00% | −165−74.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 57 | $4.33K | 0.00% | −3−5.0% | Reduced |
| Colonial Trust Co | 54 | $4.14K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 53 | $4.03K | 0.00% | +53 | New |
| CoreCap Advisors, LLC | 53 | $4.03K | 0.00% | +2+3.9% | Added |
| Hantz Financial Services, Inc. | 47 | $4.00K | 0.00% | +47 | New |
| Park Square Financial Group, LLC | 43 | $3.27K | 0.00% | −69−61.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 43 | $3.27K | 0.00% | +43 | New |
| Versant Capital Management, Inc | 39 | $2.97K | 0.00% | −6−13.3% | Reduced |
| Kilter Group LLC | 38 | $2.89K | 0.00% | +38 | New |
| Atlantic Trust, LLC | 37 | $2.81K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 35 | $2.66K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $2.21K | 0.00% | +29 | New |
| Scarborough Advisors, LLC | 25 | $1.90K | 0.00% | +25 | New |
| Cullen/Frost Bankers, Inc. | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $1.14K | 0.00% | −5−25.0% | Reduced |
| SBI Securities Co., Ltd. | 13 | $989 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $989 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $760 | 0.00% | +10 | New |
| Binnacle Investments Inc | 9 | $684 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $609 | 0.00% | −3−27.3% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $608 | 0.00% | −3−27.3% | Reduced |
| Bell Investment Advisors, Inc | 6 | $457 | 0.00% | −9−60.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $305 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $304 | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $304 | 0.00% | +3+300.0% | Added |
| Abound Wealth Management | 3 | $229 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $229 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $228 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $76 | 0.00% | −4,624−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| 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 |