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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.

Q3 2025 vs. Q2 2025

How the institutions holding Axos Financial, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of AX: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders3655382+22
Shares44.8M14.1K45.1M+303.2K (+0.7%)
Value$3.41B$1.07M$3.82B+$411.7M (+12.1%)

5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Axos Financial, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to AX in Q3 2025
InstitutionSharesValue% of portfolio
AXA Investment Managers S.A.28,332$2.40M0.01%
Dark Forest Capital Management LP14,554$1.23M0.05%
Credit Agricole S A13,610$1.15M0.00%
Maltese Capital Management LLC10,000$846.5K0.13%
Polen Capital Management LLC9,179$777.0K0.00%
Dynamic Technology Lab Private Ltd8,130$688.0K0.12%
Y-Intercept (Hong Kong) Ltd6,916$585.4K0.01%
Toroso Investments, LLC6,039$511.2K0.00%
CIBC Bancorp USA Inc.5,802$491.1K0.00%
Inceptionr LLC5,798$490.8K0.12%
Oxford Asset Management LLP5,604$474.4K0.16%
Campbell & CO Investment Adviser LLC5,134$434.6K0.03%
Omers Administration Corp4,400$372.5K0.00%
Pathstone Holdings, LLC4,018$340.1K0.00%
Cambria Investment Management, L.P.3,280$277.7K0.02%
MQS Management LLC2,688$227.5K0.13%
NovaPoint Capital, LLC2,600$220.1K0.05%
Farringdon Capital, Ltd.2,592$219.4K0.06%
Summitry LLC2,564$217.0K0.01%
Jackson Creek Investment Advisors LLC2,546$216.0K0.06%
Los Angeles Capital Management LLC2,550$215.9K0.00%
CI Private Wealth, LLC2,528$214.0K0.00%
RSM US Wealth Management LLC2,519$213.2K0.00%
Drive Wealth Management, LLC2,514$212.8K0.05%
Captrust Financial Advisors2,494$211.1K0.00%
Pinnacle Wealth Planning Services, Inc.2,477$209.7K0.02%
GTS Securities LLC2,463$208.5K0.01%
Forum Financial Management, LP2,461$208.3K0.00%
Swiss Life Asset Management Ltd2,453$207.6K0.00%
Arcus Capital Partners, LLC2,436$206.2K0.09%
Cambridge Investment Research Advisors, Inc.2,437$206.0K0.00%
denkapparat Operations GmbH2,390$202.3K0.13%
Advantage Alpha Capital Partners LP2,388$202.1K0.06%
Fifth Third Wealth Advisors LLC2,388$202.1K0.01%
Rockefeller Capital Management L.P.2,040$172.7K0.00%
NBC Securities, Inc.1,960$165.9K0.01%
Advisory Services Network, LLC1,232$104.3K0.00%
Bayforest Capital Ltd903$76.4K0.04%
Root Financial Partners, LLC473$40.0K0.00%
Brown Brothers Harriman & Co341$28.9K0.00%
Salomon & Ludwin, LLC308$26.2K0.00%
Quarry LP282$23.9K0.01%
Transamerica Financial Advisors, Inc.168$14.2K0.00%
Mather Group, LLC.168$14.2K0.00%
Sunbelt Securities, Inc.131$11.1K0.00%
Newbridge Financial Services Group, Inc.121$10.2K0.00%
Wealthspire Advisors, LLC115$9.73K0.00%
Private Trust Co NA100$8.46K0.00%
Quadrant Capital Group LLC75$6.35K0.00%
Clayton Financial Group LLC71$6.01K0.00%
Aster Capital Management (DIFC) Ltd52$4.40K0.00%
JPL Wealth Management, LLC25$2.12K0.00%
Cloud Capital Management, LLC16$1.00K0.00%
Tortoise Investment Management, LLC2$1690.00%

Sold out (32)

Institutions that held Axos Financial, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Not filed for Q3 2025 yet (5)

Institutions that held Axos Financial, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Avantax Advisory Services, Inc.7,250$551.3K
CIBC World Markets Corp6,423$488.4K
PrairieView Partners, LLC400$30.0K
First Horizon Advisors, Inc.57$4.33K
Parkworth Wealth Management, Inc.3$228