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 |
|---|---|---|---|---|---|
| Retirement Guys Formula LLC | 2,419 | $204.8K | 0.07% | −411−14.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,437 | $206.0K | 0.00% | +2,437 | New |
| Arcus Capital Partners, LLC | 2,436 | $206.2K | 0.09% | +2,436 | New |
| Swiss Life Asset Management Ltd | 2,453 | $207.6K | 0.00% | +2,453 | New |
| Forum Financial Management, LP | 2,461 | $208.3K | 0.00% | +2,461 | New |
| GTS Securities LLC | 2,463 | $208.5K | 0.01% | +2,463 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,477 | $209.7K | 0.02% | +2,477 | New |
| Steward Partners Investment Advisory, LLC | 2,482 | $210.1K | 0.00% | −1,227−33.1% | Reduced |
| Captrust Financial Advisors | 2,494 | $211.1K | 0.00% | +2,494 | New |
| US Bancorp | 2,499 | $211.5K | 0.00% | +162+6.9% | Added |
| Drive Wealth Management, LLC | 2,514 | $212.8K | 0.05% | +2,514 | New |
| RSM US Wealth Management LLC | 2,519 | $213.2K | 0.00% | +2,519 | New |
| Hohimer Wealth Management, LLC | 2,524 | $213.7K | 0.03% | −869−25.6% | Reduced |
| CI Private Wealth, LLC | 2,528 | $214.0K | 0.00% | +2,528 | New |
| Los Angeles Capital Management LLC | 2,550 | $215.9K | 0.00% | +2,550 | New |
| Jackson Creek Investment Advisors LLC | 2,546 | $216.0K | 0.06% | +2,546 | New |
| New Age Alpha Advisors, LLC | 2,558 | $216.5K | 0.01% | −56−2.1% | Reduced |
| Summitry LLC | 2,564 | $217.0K | 0.01% | +2,564 | New |
| Farringdon Capital, Ltd. | 2,592 | $219.4K | 0.06% | +2,592 | New |
| NovaPoint Capital, LLC | 2,600 | $220.1K | 0.05% | +2,600 | New |
| Palouse Capital Management, Inc. | 2,604 | $220.4K | 0.14% | −41−1.6% | Reduced |
| Neuberger Berman Group LLC | 2,631 | $222.7K | 0.00% | −235−8.2% | Reduced |
| Syon Capital LLC | 2,643 | $223.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,682 | $227.0K | 0.00% | −170−6.0% | Reduced |
| MQS Management LLC | 2,688 | $227.5K | 0.13% | +2,688 | New |
| Vontobel Holding Ltd. | 2,957 | $250.3K | 0.00% | −718−19.5% | Reduced |
| Merit Financial Group, LLC | 2,976 | $251.9K | 0.00% | +95+3.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,996 | $253.6K | 0.00% | +1,735+137.6% | Added |
| Bourgeon Capital Management LLC | 3,200 | $270.9K | 0.05% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,217 | $272.3K | 0.01% | +485+17.8% | Added |
| Cambria Investment Management, L.P. | 3,280 | $277.7K | 0.02% | +3,280 | New |
| Vise Technologies, Inc. | 3,326 | $281.5K | 0.01% | −875−20.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,356 | $284.1K | 0.00% | −33,846−91.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,382 | $286.3K | 0.01% | +130+4.0% | Added |
| SkyOak Wealth, LLC | 3,433 | $290.6K | 0.05% | −645−15.8% | Reduced |
| Mackenzie Financial Corp | 3,525 | $298.4K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,600 | $304.7K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,726 | $315.4K | 0.00% | −73−1.9% | Reduced |
| Profund Advisors LLC | 3,799 | $321.6K | 0.01% | −419−9.9% | Reduced |
| Pensionmark Financial Group, LLC | 3,821 | $323.4K | 0.01% | −115−2.9% | Reduced |
| JustInvest LLC | 3,889 | $329.3K | 0.00% | +131+3.5% | Added |
| Verdence Capital Advisors LLC | 4,174 | $334.4K | 0.02% | +170+4.2% | Added |
| Guggenheim Capital LLC | 3,955 | $334.8K | 0.00% | −1,921−32.7% | Reduced |
| Pathstone Holdings, LLC | 4,018 | $340.1K | 0.00% | +4,018 | New |
| STRS Ohio | 4,100 | $347.1K | 0.00% | +700+20.6% | Added |
| Cim Investment Mangement Inc | 4,168 | $352.8K | 0.10% | −4,490−51.9% | Reduced |
| Mutual Advisors, LLC | 4,687 | $369.5K | 0.01% | +205+4.6% | Added |
| Pallas Capital Advisors LLC | 4,370 | $369.9K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 4,400 | $372.5K | 0.00% | +4,400 | New |
| Ameritas Investment Partners, Inc. | 4,548 | $385.0K | 0.01% | −774−14.5% | Reduced |
| HighTower Advisors, LLC | 4,587 | $388.3K | 0.00% | −1,940−29.7% | Reduced |
| Venturi Wealth Management, LLC | 4,600 | $389.4K | 0.02% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 4,631 | $392.0K | 0.08% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,650 | $393.6K | 0.01% | −40−0.9% | Reduced |
| Creative Planning | 4,764 | $403.3K | 0.00% | +446+10.3% | Added |
| Foyston, Gordon, & Payne Inc | 4,765 | $403.4K | 0.09% | +224+4.9% | Added |
| Verition Fund Management LLC | 4,831 | $408.9K | 0.00% | −555−10.3% | Reduced |
| Alps Advisors Inc | 4,979 | $421.5K | 0.00% | −737−12.9% | Reduced |
| SRS Capital Advisors, Inc. | 5,064 | $428.7K | 0.01% | +4,038+393.6% | Added |
| Campbell & CO Investment Adviser LLC | 5,134 | $434.6K | 0.03% | +5,134 | New |
| Everence Capital Management Inc | 5,330 | $451.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,430 | $459.6K | 0.00% | +1,730+46.8% | Added |
| Cetera Trust Company, N.A | 5,470 | $463.0K | 0.26% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,286 | $471.2K | 0.00% | +441+9.1% | Added |
| Oxford Asset Management LLP | 5,604 | $474.4K | 0.16% | +5,604 | New |
| Concurrent Investment Advisors, LLC | 5,635 | $477.0K | 0.01% | +225+4.2% | Added |
| Simplex Trading, LLC | 5,656 | $478.0K | 0.01% | +2,555+82.4% | Added |
| The PNC Financial Services Group, Inc. | 5,745 | $486.3K | 0.00% | −874−13.2% | Reduced |
| Inceptionr LLC | 5,798 | $490.8K | 0.12% | +5,798 | New |
| CIBC Bancorp USA Inc. | 5,802 | $491.1K | 0.00% | +5,802 | New |
| Coldstream Capital Management Inc | 5,810 | $491.8K | 0.01% | +2,822+94.4% | Added |
| Keebeck Wealth Management, LLC | 5,847 | $494.9K | 0.06% | +512+9.6% | Added |
| Xponance, Inc. | 5,891 | $498.7K | 0.00% | −1,406−19.3% | Reduced |
| Lido Advisors, LLC | 6,000 | $507.9K | 0.00% | +158+2.7% | Added |
| Toroso Investments, LLC | 6,039 | $511.2K | 0.00% | +6,039 | New |
| Squarepoint Ops LLC | 6,269 | $530.7K | 0.00% | −3,120−33.2% | Reduced |
| HSBC Holdings PLC | 6,352 | $532.9K | 0.00% | −5,334−45.6% | Reduced |
| Mutual of America Capital Management LLC | 6,315 | $534.6K | 0.01% | −565−8.2% | Reduced |
| Waterloo Capital, L.P. | 6,364 | $538.7K | 0.04% | +4+0.1% | Added |
| Public Employees Retirement Association of Colorado | 6,505 | $551.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,523 | $552.2K | 0.03% | 00.0% | Unchanged |
| National Philanthropic Trust | 6,685 | $565.9K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,916 | $585.4K | 0.01% | +6,916 | New |
| Stifel Financial Corp | 7,103 | $601.3K | 0.00% | −37−0.5% | Reduced |
| Balyasny Asset Management LLC | 7,125 | $603.1K | 0.00% | −23,103−76.4% | Reduced |
| Oak Associates, Ltd | 7,142 | $605.0K | 0.04% | 00.0% | Unchanged |
| EJF Capital LLC | 7,195 | $609.1K | 0.35% | −3,061−29.8% | Reduced |
| James Investment Research Inc | 7,538 | $638.1K | 0.07% | +1,366+22.1% | Added |
| Mariner, LLC | 7,842 | $663.8K | 0.00% | −724−8.5% | Reduced |
| Maryland State Retirement & Pension System | 8,104 | $686.0K | 0.01% | −7,635−48.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,130 | $688.0K | 0.12% | +8,130 | New |
| Pinnacle Associates Ltd | 8,350 | $706.8K | 0.01% | −50−0.6% | Reduced |
| Citadel Advisors LLC | 8,772 | $742.5K | 0.00% | −474,229−98.2% | Reduced |
| Jones Financial Companies LLLP | 8,510 | $744.2K | 0.00% | −34−0.4% | Reduced |
| Integrated Advisors Network LLC | 9,018 | $763.4K | 0.03% | −188−2.0% | Reduced |
| Polen Capital Management LLC | 9,179 | $777.0K | 0.00% | +9,179 | New |
| Voya Investment Management LLC | 9,648 | $816.7K | 0.00% | −5,163−34.9% | Reduced |
| Aviso Financial Inc. | 9,921 | $839.8K | 0.03% | −408−4.0% | Reduced |
| Pictet Asset Management Holding SA | 9,971 | $844.0K | 0.00% | +2,388+31.5% | Added |
| CWM, LLC | 9,993 | $846.0K | 0.00% | −240−2.3% | Reduced |