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 |
|---|---|---|---|---|---|
| Maltese Capital Management LLC | 10,000 | $846.5K | 0.13% | +10,000 | New |
| Premier Fund Managers Ltd | 9,961 | $859.0K | 0.04% | +1,240+14.2% | Added |
| MML Investors Services, LLC | 10,155 | $859.6K | 0.00% | +2,333+29.8% | Added |
| ProShare Advisors LLC | 10,288 | $870.9K | 0.00% | −1,372−11.8% | Reduced |
| Great Lakes Advisors, LLC | 10,331 | $874.5K | 0.01% | −17−0.2% | Reduced |
| Summit Global Investments | 10,469 | $886.0K | 0.05% | +481+4.8% | Added |
| Marshall Wace, LLP | 10,580 | $895.6K | 0.00% | +5,214+97.2% | Added |
| Inspire Advisors, LLC | 10,616 | $898.6K | 0.09% | +51+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,664 | $902.7K | 0.00% | +817+8.3% | Added |
| TD Asset Management Inc | 10,830 | $916.8K | 0.00% | −138−1.3% | Reduced |
| Mercer Global Advisors Inc | 10,899 | $922.6K | 0.00% | −2,107−16.2% | Reduced |
| Vestcor Inc | 10,978 | $929.0K | 0.03% | +7,365+203.8% | Added |
| Nisa Investment Advisors, LLC | 11,452 | $969.4K | 0.00% | +187+1.7% | Added |
| Hancock Whitney Corp | 11,511 | $974.4K | 0.02% | −36−0.3% | Reduced |
| Federated Hermes, Inc. | 11,781 | $997.3K | 0.00% | +325+2.8% | Added |
| Truist Financial Corp | 12,363 | $1.05M | 0.00% | −120−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 12,704 | $1.08M | 0.01% | +403+3.3% | Added |
| Persistent Asset Partners Ltd | 12,729 | $1.08M | 0.78% | −6,052−32.2% | Reduced |
| Keel Point, LLC | 12,735 | $1.08M | 0.07% | −584−4.4% | Reduced |
| Sterling Capital Management LLC | 12,824 | $1.09M | 0.02% | +2,044+19.0% | Added |
| Credit Agricole S A | 13,610 | $1.15M | 0.00% | +13,610 | New |
| Cerity Partners LLC | 13,779 | $1.17M | 0.00% | +2,214+19.1% | Added |
| Ensign Peak Advisors, Inc | 13,797 | $1.17M | 0.00% | −5,350−27.9% | Reduced |
| Danske Bank A/S | 13,987 | $1.18M | 0.00% | −5,290−27.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,357 | $1.22M | 0.01% | +607+4.4% | Added |
| Dark Forest Capital Management LP | 14,554 | $1.23M | 0.05% | +14,554 | New |
| Horizon Investment Services, LLC | 14,586 | $1.23M | 0.47% | +10,913+297.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,739 | $1.25M | 0.01% | +2,829+23.8% | Added |
| Teachers Retirement System of the State of Kentucky | 15,128 | $1.28M | 0.01% | −230−1.5% | Reduced |
| CCG Wealth Management, LLC | 15,200 | $1.29M | 0.61% | 00.0% | Unchanged |
| HRT Financial LP | 15,270 | $1.29M | 0.00% | −39,089−71.9% | Reduced |
| Handelsbanken Fonder AB | 15,695 | $1.33M | 0.00% | +4,100+35.4% | Added |
| Arizona State Retirement System | 15,848 | $1.34M | 0.01% | +18+0.1% | Added |
| State Board of Administration of Florida Retirement System | 15,891 | $1.35M | 0.00% | −71−0.4% | Reduced |
| KLP Kapitalforvaltning AS | 15,900 | $1.35M | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 15,938 | $1.35M | 0.05% | −9,462−37.3% | Reduced |
| Csenge Advisory Group | 15,999 | $1.35M | 0.06% | +7,770+94.4% | Added |
| Amalgamated Bank | 16,165 | $1.37M | 0.01% | +893+5.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,253 | $1.38M | 0.01% | −1,885−10.4% | Reduced |
| Teacher Retirement System of Texas | 16,271 | $1.38M | 0.01% | +7,741+90.8% | Added |
| Lazard Asset Management LLC | 16,282 | $1.38M | 0.00% | −20,490−55.7% | Reduced |
| Cetera Investment Advisers | 16,439 | $1.39M | 0.00% | +8,242+100.5% | Added |
| Comerica Bank | 16,713 | $1.41M | 0.01% | −2,491−13.0% | Reduced |
| Wakefield Asset Management LLLP | 17,040 | $1.44M | 0.39% | −38−0.2% | Reduced |
| Engineers Gate Manager LP | 17,306 | $1.46M | 0.02% | +11,895+219.8% | Added |
| Quantinno Capital Management LP | 17,355 | $1.47M | 0.00% | +3,255+23.1% | Added |
| Federation des caisses Desjardins du Quebec | 17,517 | $1.48M | 0.01% | +95+0.5% | Added |
| Yousif Capital Management, LLC | 17,569 | $1.49M | 0.02% | −2,643−13.1% | Reduced |
| New York State Common Retirement Fund | 17,667 | $1.50M | 0.00% | +524+3.1% | Added |
| Ridgewood Investments LLC | 18,051 | $1.53M | 0.64% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 19,316 | $1.64M | 0.00% | −8,500−30.6% | Reduced |
| CenterBook Partners LP | 20,309 | $1.72M | 0.08% | −1,028−4.8% | Reduced |
| Natixis Advisors, L.P. | 20,641 | $1.75M | 0.00% | −1,338−6.1% | Reduced |
| Avenir Corp | 20,790 | $1.76M | 0.18% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.78M | 0.20% | 00.0% | Unchanged |
| Quantbot Technologies LP | 21,154 | $1.79M | 0.05% | −7,883−27.1% | Reduced |
| Gsa Capital Partners LLP | 21,589 | $1.83M | 0.15% | −27,930−56.4% | Reduced |
| SEI Investments Co | 22,106 | $1.87M | 0.00% | +1,137+5.4% | Added |
| Van Hulzen Asset Management, LLC | 22,404 | $1.90M | 0.14% | −921−3.9% | Reduced |
| DekaBank Deutsche Girozentrale | 22,226 | $1.91M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 22,898 | $1.94M | 0.00% | −30,320−57.0% | Reduced |
| SG Americas Securities, LLC | 22,935 | $1.94M | 0.01% | +21,415+1,408.9% | Added |
| Bank of Montreal | 23,384 | $1.98M | 0.00% | −4,849−17.2% | Reduced |
| Horizon Investments, LLC | 23,596 | $2.00M | 0.03% | −2,239−8.7% | Reduced |
| State of Tennessee, Treasury Department | 24,078 | $2.04M | 0.01% | −6,655−21.7% | Reduced |
| Susquehanna International Group, LLP | 24,399 | $2.07M | 0.00% | −74,226−75.3% | Reduced |
| OP Asset Management Ltd | 24,696 | $2.09M | 0.03% | +1,476+6.4% | Added |
| State of New Jersey Common Pension Fund D | 24,782 | $2.10M | 0.01% | −2,252−8.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,286 | $2.14M | 0.00% | −3,284−11.5% | Reduced |
| Commonwealth Equity Services, LLC | 25,562 | $2.16M | 0.00% | −858−3.2% | Reduced |
| Louisiana State Employees Retirement System | 25,900 | $2.19M | 0.04% | +900+3.6% | Added |
| Advisory Research Inc | 27,469 | $2.33M | 0.31% | +1,024+3.9% | Added |
| D.A. Davidson & Co. | 27,643 | $2.34M | 0.01% | +3,229+13.2% | Added |
| Illinois Municipal Retirement Fund | 27,811 | $2.35M | 0.03% | −364−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 28,261 | $2.39M | 0.00% | −344−1.2% | Reduced |
| AXA Investment Managers S.A. | 28,332 | $2.40M | 0.01% | +28,332 | New |
| LPL Financial LLC | 28,871 | $2.44M | 0.00% | −1,125−3.8% | Reduced |
| Formula Growth Ltd | 30,624 | $2.59M | 0.92% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 30,669 | $2.60M | 0.03% | −1,233−3.9% | Reduced |
| MetLife Investment Management | 31,662 | $2.68M | 0.01% | +456+1.5% | Added |
| BNP Paribas Arbitrage, SA | 32,236 | $2.73M | 0.00% | +3,777+13.3% | Added |
| Ieq Capital, LLC | 32,989 | $2.79M | 0.01% | −76−0.2% | Reduced |
| Virginia Retirement Systems Et Al | 35,355 | $2.99M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 37,794 | $3.20M | 0.01% | −5,232−12.2% | Reduced |
| Orchard Capital Managment, LLC | 39,039 | $3.30M | 4.36% | +1,153+3.0% | Added |
| Connors Investor Services Inc | 39,218 | $3.32M | 0.28% | −825−2.1% | Reduced |
| PMC FIG Opportunities LLC | 39,596 | $3.35M | 5.13% | −14,863−27.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 40,419 | $3.39M | 0.01% | +29,833+281.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 40,700 | $3.44M | 0.14% | +1,100+2.8% | Added |
| Jane Street Group, LLC | 41,311 | $3.50M | 0.00% | −46,766−53.1% | Reduced |
| National Asset Management, Inc. | 43,428 | $3.68M | 0.18% | 00.0% | Unchanged |
| Colony Group, LLC | 43,917 | $3.72M | 0.01% | +2,036+4.9% | Added |
| Fieldview Capital Management, LLC | 45,312 | $3.84M | 0.63% | +9,731+27.3% | Added |
| Epoch Investment Partners, Inc. | 45,389 | $3.84M | 0.02% | −20.0% | Reduced |
| Thrivent Financial for Lutherans | 47,336 | $4.01M | 0.01% | +2,004+4.4% | Added |
| Quest Partners LLC | 47,839 | $4.05M | 0.26% | +47,404+10,897.5% | Added |
| D. E. Shaw & Co., Inc. | 48,149 | $4.08M | 0.00% | −66,129−57.9% | Reduced |
| Price T Rowe Associates Inc | 49,346 | $4.18M | 0.00% | +3,784+8.3% | Added |
| California State Teachers Retirement System | 49,886 | $4.22M | 0.00% | −87−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 52,000 | $4.40M | 0.09% | −23,200−30.9% | Reduced |