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; 391 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Axos Financial, Inc. as of Sep 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
- 385
- +22 vs. Q2 2025
- Shares held
- 45.1M
- +307.3K (+0.7%) vs. Q2 2025
- Total value
- $3.82B
- +$412.1M (+12.1%) vs. Q2 2025
- New holders
- 54
- 127 more added
- Sold out
- 32
- 147 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 391 | $4.71B |
| Q1 2026 | 390 | $4.05B |
| Q4 2025 | 382 | $3.96B |
| Q3 2025 | 385 | $3.82B |
| Q2 2025 | 368 | $3.41B |
| Q1 2025 | 355 | $2.96B |
| Q4 2024 | 358 | $3.30B |
| Q3 2024 | 336 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,153,348 | $690.2M | 0.01% | +189,374+2.4% | Added |
| Vanguard Group Inc | 5,928,680 | $501.9M | 0.01% | −11,239−0.2% | Reduced |
| State Street Corp | 2,682,654 | $227.1M | 0.01% | +30,176+1.1% | Added |
| American Century Companies Inc | 2,413,512 | $204.3M | 0.10% | +35,391+1.5% | Added |
| Dimensional Fund Advisors LP | 2,171,772 | $183.8M | 0.04% | −155,758−6.7% | Reduced |
| Geode Capital Management, LLC | 1,713,270 | $146.5M | 0.01% | +191,646+12.6% | Added |
| Davis Asset Management, L.P. | 1,457,219 | $123.4M | 4.39% | 00.0% | Unchanged |
| FMR LLC | 1,391,601 | $117.8M | 0.01% | +1,206,971+653.7% | Added |
| Wasatch Advisors Inc | 905,479 | $76.6M | 0.41% | −3,576−0.4% | Reduced |
| Geneva Capital Management LLC | 738,330 | $62.5M | 1.07% | −1,044−0.1% | Reduced |
| Ameriprise Financial Inc | 709,777 | $60.1M | 0.01% | −30,875−4.2% | Reduced |
| Northern Trust Corp | 689,760 | $58.4M | 0.01% | +10,097+1.5% | Added |
| Charles Schwab Investment Management Inc | 669,322 | $56.7M | 0.01% | +24,748+3.8% | Added |
| Emerald Advisers, LLC | 528,912 | $44.8M | 1.44% | −24,679−4.5% | Reduced |
| Morgan Stanley | 474,770 | $40.2M | 0.00% | −125,133−20.9% | Reduced |
| Wellington Management Group LLP | 445,412 | $37.7M | 0.01% | +68,346+18.1% | Added |
| Nuveen, LLC | 443,439 | $37.5M | 0.01% | −74,409−14.4% | Reduced |
| Franklin Resources Inc | 414,178 | $35.1M | 0.01% | +275,191+198.0% | Added |
| Shaker Investments LLC | 399,717 | $33.8M | 13.54% | −10,655−2.6% | Reduced |
| Bank of New York Mellon Corp | 391,415 | $33.1M | 0.01% | +6,912+1.8% | Added |
| Jarislowsky, Fraser Ltd | 382,183 | $32.4M | 0.18% | −4,477−1.2% | Reduced |
| Boston Partners | 380,092 | $32.1M | 0.03% | −1,839−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 354,821 | $30.0M | 0.99% | +749+0.2% | Added |
| Loomis Sayles & Co L P | 351,627 | $29.8M | 0.04% | −13,343−3.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 341,262 | $28.9M | 1.49% | −22,764−6.3% | Reduced |
| JPMorgan Chase & Co | 330,886 | $28.0M | 0.00% | +50,902+18.2% | Added |
| Algert Global LLC | 329,480 | $27.9M | 0.47% | +17,410+5.6% | Added |
| Principal Financial Group Inc | 315,621 | $26.7M | 0.01% | −12,167−3.7% | Reduced |
| Kennedy Capital Management, Inc. | 275,081 | $23.3M | 0.51% | +26,119+10.5% | Added |
| UBS Group AG | 267,312 | $22.6M | 0.00% | +106,003+65.7% | Added |
| Pembroke Management, LTD | 261,492 | $22.1M | 2.20% | −5,491−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 257,843 | $21.5M | 0.03% | +99,042+62.4% | Added |
| Invesco Ltd. | 242,181 | $20.5M | 0.00% | −21,791−8.3% | Reduced |
| Goldman Sachs Group Inc | 237,557 | $20.1M | 0.00% | −57,879−19.6% | Reduced |
| Stieven Capital Advisors, L.P. | 236,959 | $20.1M | 3.78% | −47,100−16.6% | Reduced |
| AQR Capital Management LLC | 225,299 | $19.1M | 0.01% | −10,467−4.4% | Reduced |
| Public Sector Pension Investment Board | 219,935 | $18.6M | 0.07% | +12,648+6.1% | Added |
| Raymond James Financial Inc | 181,599 | $15.4M | 0.00% | +1,494+0.8% | Added |
| Two Sigma Investments, LP | 179,665 | $15.2M | 0.02% | +19,443+12.1% | Added |
| Rhumbline Advisers | 161,346 | $13.7M | 0.01% | +1,742+1.1% | Added |
| Millennium Management LLC | 154,953 | $13.1M | 0.01% | −241,701−60.9% | Reduced |
| Gator Capital Management, LLC | 154,055 | $13.0M | 3.34% | +825+0.5% | Added |
| Edgestream Partners, L.P. | 147,142 | $12.5M | 0.36% | −18,141−11.0% | Reduced |
| State of Wisconsin Investment Board | 146,561 | $12.4M | 0.03% | −17,722−10.8% | Reduced |
| Legal & General Group Plc | 145,210 | $12.3M | 0.00% | −752−0.5% | Reduced |
| Bank of America Corp | 142,605 | $12.1M | 0.00% | −818−0.6% | Reduced |
| Osterweis Capital Management Inc | 141,955 | $12.0M | 0.54% | +56,995+67.1% | Added |
| Ategra Capital Management, LLC | 140,342 | $11.9M | 7.96% | −79,874−36.3% | Reduced |
| First Eagle Investment Management, LLC | 139,748 | $11.8M | 0.02% | +4,576+3.4% | Added |
| Brandywine Global Investment Management, LLC | 130,071 | $11.0M | 0.08% | −4,843−3.6% | Reduced |
| Royal Bank of Canada | 123,556 | $10.5M | 0.00% | −2,827−2.2% | Reduced |
| Voloridge Investment Management, LLC | 117,794 | $9.97M | 0.03% | −74,244−38.7% | Reduced |
| Prudential Financial Inc | 112,803 | $9.55M | 0.01% | −27,999−19.9% | Reduced |
| Swiss National Bank | 103,600 | $8.77M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 101,540 | $8.60M | 0.00% | +77,633+324.7% | Added |
| Royce & Associates LP | 100,543 | $8.51M | 0.08% | −3,050−2.9% | Reduced |
| Kestrel Investment Management Corp | 99,350 | $8.41M | 4.74% | 00.0% | Unchanged |
| Empowered Funds, LLC | 97,879 | $8.29M | 0.08% | +23,026+30.8% | Added |
| Lord, Abbett & Co. LLC | 96,247 | $8.15M | 0.02% | −373−0.4% | Reduced |
| Renaissance Group LLC | 92,050 | $7.79M | 0.29% | +7,860+9.3% | Added |
| Barclays PLC | 91,140 | $7.72M | 0.00% | −40,445−30.7% | Reduced |
| Ci Investments Inc. | 89,667 | $7.59M | 0.03% | +2,560+2.9% | Added |
| Boothbay Fund Management, LLC | 88,181 | $7.46M | 0.19% | −38,579−30.4% | Reduced |
| Militia Capital Partners, LP | 88,000 | $7.45M | 3.47% | −41,000−31.8% | Reduced |
| UBS Asset Management Americas Inc | 84,031 | $7.11M | 0.00% | −72,320−46.3% | Reduced |
| Russell Investments Group, Ltd. | 78,368 | $6.63M | 0.01% | +585+0.8% | Added |
| Citigroup Inc | 74,242 | $6.28M | 0.00% | −26,410−26.2% | Reduced |
| Fred Alger Management, LLC | 71,441 | $6.05M | 0.02% | −25,175−26.1% | Reduced |
| Empirical Finance, LLC | 69,766 | $5.91M | 0.28% | +15,133+27.7% | Added |
| Envestnet Asset Management Inc | 66,584 | $5.64M | 0.00% | +3,051+4.8% | Added |
| S&T Bank | 65,950 | $5.58M | 1.57% | −7,042−9.6% | Reduced |
| Deutsche Bank AG | 65,252 | $5.52M | 0.00% | −10,677−14.1% | Reduced |
| Victory Capital Management Inc | 62,456 | $5.29M | 0.00% | +46,757+297.8% | Added |
| Alliancebernstein L.P. | 62,010 | $5.25M | 0.00% | −690−1.1% | Reduced |
| Rafferty Asset Management, LLC | 59,789 | $5.06M | 0.02% | +5,387+9.9% | Added |
| TCW Group Inc | 59,620 | $5.05M | 0.04% | −30,100−33.5% | Reduced |
| First Trust Advisors LP | 59,504 | $5.04M | 0.00% | −17,098−22.3% | Reduced |
| Intech Investment Management LLC | 59,317 | $5.02M | 0.04% | +17,028+40.3% | Added |
| Great West Life Assurance Co | 58,162 | $5.02M | 0.01% | +2,009+3.6% | Added |
| Arrowstreet Capital, Limited Partnership | 56,500 | $4.78M | 0.00% | −25,720−31.3% | Reduced |
| Argent Capital Management LLC | 53,690 | $4.54M | 0.12% | +14,415+36.7% | Added |
| Wells Fargo & Company | 52,208 | $4.42M | 0.00% | +6,805+15.0% | Added |
| Bridgeway Capital Management, LLC | 52,000 | $4.40M | 0.09% | −23,200−30.9% | Reduced |
| California State Teachers Retirement System | 49,886 | $4.22M | 0.00% | −87−0.2% | Reduced |
| Price T Rowe Associates Inc | 49,346 | $4.18M | 0.00% | +3,784+8.3% | Added |
| D. E. Shaw & Co., Inc. | 48,149 | $4.08M | 0.00% | −66,129−57.9% | Reduced |
| Quest Partners LLC | 47,839 | $4.05M | 0.26% | +47,404+10,897.5% | Added |
| Thrivent Financial for Lutherans | 47,336 | $4.01M | 0.01% | +2,004+4.4% | Added |
| Epoch Investment Partners, Inc. | 45,389 | $3.84M | 0.02% | −20.0% | Reduced |
| Fieldview Capital Management, LLC | 45,312 | $3.84M | 0.63% | +9,731+27.3% | Added |
| Colony Group, LLC | 43,917 | $3.72M | 0.01% | +2,036+4.9% | Added |
| National Asset Management, Inc. | 43,428 | $3.68M | 0.18% | 00.0% | Unchanged |
| Jane Street Group, LLC | 41,311 | $3.50M | 0.00% | −46,766−53.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 40,700 | $3.44M | 0.14% | +1,100+2.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,419 | $3.39M | 0.01% | +29,833+281.8% | Added |
| PMC FIG Opportunities LLC | 39,596 | $3.35M | 5.13% | −14,863−27.3% | Reduced |
| Connors Investor Services Inc | 39,218 | $3.32M | 0.28% | −825−2.1% | Reduced |
| Orchard Capital Managment, LLC | 39,039 | $3.30M | 4.36% | +1,153+3.0% | Added |
| New York State Teachers Retirement System | 37,794 | $3.20M | 0.01% | −5,232−12.2% | Reduced |
| Virginia Retirement Systems Et Al | 35,355 | $2.99M | 0.02% | 00.0% | Unchanged |