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, 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
- 382
- +22 vs. Q2 2025
- Shares held
- 45.1M
- +303.2K (+0.7%) vs. Q2 2025
- Total value
- $3.82B
- +$411.7M (+12.1%) vs. Q2 2025
- New holders
- 54
- 125 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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $169 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $254 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $339 | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $423 | 0.00% | +1+25.0% | Added |
| HFM Investment Advisors, LLC | 5 | $423 | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 6 | $508 | 0.00% | +2+50.0% | Added |
| Bruce G. Allen Investments, LLC | 8 | $677 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $678 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 9 | $762 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $847 | 0.00% | −5−33.3% | Reduced |
| Cloud Capital Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.19K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $1.27K | 0.00% | +2+15.4% | Added |
| Cullen/Frost Bankers, Inc. | 22 | $1.86K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 25 | $2.12K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $2.12K | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 29 | $2.46K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $2.88K | 0.00% | −1−2.9% | Reduced |
| Colonial Trust Co | 35 | $3.05K | 0.00% | −19−35.2% | Reduced |
| Atlantic Trust, LLC | 37 | $3.13K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $3.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $3.30K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 50 | $4.23K | 0.00% | +40+400.0% | Added |
| Aster Capital Management (DIFC) Ltd | 52 | $4.40K | 0.00% | +52 | New |
| CoreCap Advisors, LLC | 54 | $4.57K | 0.00% | +1+1.9% | Added |
| Vermillion & White Wealth Management Group, LLC | 57 | $4.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 59 | $5.00K | 0.00% | +6+11.3% | Added |
| JFS Wealth Advisors, LLC | 67 | $5.67K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 70 | $5.93K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 71 | $6.01K | 0.00% | +71 | New |
| Quadrant Capital Group LLC | 75 | $6.35K | 0.00% | +75 | New |
| Rothschild Investment LLC | 80 | $6.77K | 0.00% | −25−23.8% | Reduced |
| Hantz Financial Services, Inc. | 83 | $7.00K | 0.00% | +36+76.6% | Added |
| Bare Financial Services, Inc | 89 | $7.53K | 0.00% | +5+6.0% | Added |
| Northwestern Mutual Wealth Management Co | 89 | $7.53K | 0.00% | +46+107.0% | Added |
| Chelsea Counsel Co | 100 | $8.46K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $8.46K | 0.00% | +100 | New |
| Hemington Wealth Management | 114 | $9.00K | 0.00% | +4+3.6% | Added |
| Massmutual Trust Co FSB | 109 | $9.23K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 115 | $9.73K | 0.00% | +115 | New |
| Newbridge Financial Services Group, Inc. | 121 | $10.2K | 0.00% | +121 | New |
| Bokf, NA | 124 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 131 | $11.1K | 0.00% | +131 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $13.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 164 | $13.9K | 0.00% | +4+2.5% | Added |
| Transamerica Financial Advisors, Inc. | 168 | $14.2K | 0.00% | +168 | New |
| Mather Group, LLC. | 168 | $14.2K | 0.00% | +168 | New |
| Clark Wealth Partners | 217 | $18.7K | 0.01% | −3−1.4% | Reduced |
| Tidemark, LLC | 224 | $19.0K | 0.01% | −148−39.8% | Reduced |
| Global Retirement Partners, LLC | 245 | $20.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 245 | $20.7K | 0.00% | +109+80.1% | Added |
| Whittier Trust Co of Nevada Inc | 253 | $21.5K | 0.00% | −3−1.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 276 | $23.4K | 0.02% | +201+268.0% | Added |
| Principal Securities, Inc. | 277 | $23.4K | 0.00% | +65+30.7% | Added |
| Quarry LP | 282 | $23.9K | 0.01% | +282 | New |
| Umb Bank N A | 287 | $24.3K | 0.00% | +38+15.3% | Added |
| Armstrong Advisory Group, Inc | 292 | $24.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 308 | $26.2K | 0.00% | +308 | New |
| Nomura Asset Management Co Ltd | 310 | $26.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 341 | $28.9K | 0.00% | +341 | New |
| Bessemer Group Inc | 348 | $29.0K | 0.00% | +130+59.6% | Added |
| Farther Finance Advisors, LLC | 344 | $29.1K | 0.00% | −89−20.6% | Reduced |
| Parallel Advisors, LLC | 364 | $30.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 404 | $34.0K | 0.00% | −756−65.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 407 | $34.0K | 0.00% | −8−1.9% | Reduced |
| Fifth Third Bancorp | 413 | $35.0K | 0.00% | +5+1.2% | Added |
| TD Waterhouse Canada Inc. | 419 | $35.0K | 0.00% | −85−16.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 426 | $36.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 433 | $36.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 455 | $38.5K | 0.00% | −19−4.0% | Reduced |
| Root Financial Partners, LLC | 473 | $40.0K | 0.00% | +473 | New |
| EverSource Wealth Advisors, LLC | 477 | $40.4K | 0.00% | +31+7.0% | Added |
| IFP Advisors, Inc | 499 | $42.2K | 0.00% | +6+1.2% | Added |
| Clearstead Advisors, LLC | 601 | $50.9K | 0.00% | −1−0.2% | Reduced |
| 1620 Investment Advisors, Inc. | 737 | $62.4K | 0.04% | −3−0.4% | Reduced |
| Parkside Financial Bank & Trust | 837 | $70.9K | 0.01% | −42−4.8% | Reduced |
| Medallion Wealth Advisors, LLC | 896 | $75.8K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 900 | $76.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 903 | $76.4K | 0.04% | +903 | New |
| Covestor Ltd | 947 | $80.0K | 0.04% | −859−47.6% | Reduced |
| Essential Partners LLC | 987 | $83.5K | 0.03% | +20+2.1% | Added |
| Advisory Services Network, LLC | 1,232 | $104.3K | 0.00% | +1,232 | New |
| Advisors Asset Management, Inc. | 1,346 | $113.9K | 0.00% | −190−12.4% | Reduced |
| ISAM Funds (UK) Ltd | 1,386 | $117.3K | 0.02% | −6,027−81.3% | Reduced |
| Sprucegrove Investment Management Ltd | 1,400 | $118.5K | 0.01% | +100+7.7% | Added |
| State of Wyoming | 1,414 | $119.7K | 0.01% | +680+92.6% | Added |
| KBC Group NV | 1,592 | $135.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,579 | $136.3K | 0.01% | +74+4.9% | Added |
| National Bank of Canada | 1,620 | $137.1K | 0.00% | −160−9.0% | Reduced |
| MAI Capital Management | 1,653 | $139.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,960 | $165.9K | 0.01% | +1,960 | New |
| Rockefeller Capital Management L.P. | 2,040 | $172.7K | 0.00% | +2,040 | New |
| GAMMA Investing LLC | 2,157 | $182.6K | 0.01% | +197+10.1% | Added |
| Tower Research Capital LLC (TRC) | 2,363 | $200.0K | 0.01% | −6,712−74.0% | Reduced |
| Advantage Alpha Capital Partners LP | 2,388 | $202.1K | 0.06% | +2,388 | New |
| Fifth Third Wealth Advisors LLC | 2,388 | $202.1K | 0.01% | +2,388 | New |
| denkapparat Operations GmbH | 2,390 | $202.3K | 0.13% | +2,390 | New |