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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 52,208 | $4.42M | 0.00% | +6,805+15.0% | Added |
| Argent Capital Management LLC | 53,690 | $4.54M | 0.12% | +14,415+36.7% | Added |
| Arrowstreet Capital, Limited Partnership | 56,500 | $4.78M | 0.00% | −25,720−31.3% | Reduced |
| Great West Life Assurance Co | 58,162 | $5.02M | 0.01% | +2,009+3.6% | Added |
| Intech Investment Management LLC | 59,317 | $5.02M | 0.04% | +17,028+40.3% | Added |
| First Trust Advisors LP | 59,504 | $5.04M | 0.00% | −17,098−22.3% | Reduced |
| TCW Group Inc | 59,620 | $5.05M | 0.04% | −30,100−33.5% | Reduced |
| Rafferty Asset Management, LLC | 59,789 | $5.06M | 0.02% | +5,387+9.9% | Added |
| Alliancebernstein L.P. | 62,010 | $5.25M | 0.00% | −690−1.1% | Reduced |
| Victory Capital Management Inc | 62,456 | $5.29M | 0.00% | +46,757+297.8% | Added |
| Deutsche Bank AG | 65,252 | $5.52M | 0.00% | −10,677−14.1% | Reduced |
| S&T Bank | 65,950 | $5.58M | 1.57% | −7,042−9.6% | Reduced |
| Envestnet Asset Management Inc | 66,584 | $5.64M | 0.00% | +3,051+4.8% | Added |
| Empirical Finance, LLC | 69,766 | $5.91M | 0.28% | +15,133+27.7% | Added |
| Fred Alger Management, LLC | 71,441 | $6.05M | 0.02% | −25,175−26.1% | Reduced |
| Citigroup Inc | 74,242 | $6.28M | 0.00% | −26,410−26.2% | Reduced |
| Russell Investments Group, Ltd. | 78,368 | $6.63M | 0.01% | +585+0.8% | Added |
| UBS Asset Management Americas Inc | 84,031 | $7.11M | 0.00% | −72,320−46.3% | Reduced |
| Militia Capital Partners, LP | 88,000 | $7.45M | 3.47% | −41,000−31.8% | Reduced |
| Boothbay Fund Management, LLC | 88,181 | $7.46M | 0.19% | −38,579−30.4% | Reduced |
| Ci Investments Inc. | 89,667 | $7.59M | 0.03% | +2,560+2.9% | Added |
| Barclays PLC | 91,140 | $7.72M | 0.00% | −40,445−30.7% | Reduced |
| Renaissance Group LLC | 92,050 | $7.79M | 0.29% | +7,860+9.3% | Added |
| Lord, Abbett & Co. LLC | 96,247 | $8.15M | 0.02% | −373−0.4% | Reduced |
| Empowered Funds, LLC | 97,879 | $8.29M | 0.08% | +23,026+30.8% | Added |
| Kestrel Investment Management Corp | 99,350 | $8.41M | 4.74% | 00.0% | Unchanged |
| Royce & Associates LP | 100,543 | $8.51M | 0.08% | −3,050−2.9% | Reduced |
| Janus Henderson Group PLC | 101,540 | $8.60M | 0.00% | +77,633+324.7% | Added |
| Swiss National Bank | 103,600 | $8.77M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 112,803 | $9.55M | 0.01% | −27,999−19.9% | Reduced |
| Voloridge Investment Management, LLC | 117,794 | $9.97M | 0.03% | −74,244−38.7% | Reduced |
| Royal Bank of Canada | 123,556 | $10.5M | 0.00% | −2,827−2.2% | Reduced |
| Brandywine Global Investment Management, LLC | 130,071 | $11.0M | 0.08% | −4,843−3.6% | Reduced |
| First Eagle Investment Management, LLC | 139,748 | $11.8M | 0.02% | +4,576+3.4% | Added |
| Ategra Capital Management, LLC | 140,342 | $11.9M | 7.96% | −79,874−36.3% | Reduced |
| Osterweis Capital Management Inc | 141,955 | $12.0M | 0.54% | +56,995+67.1% | Added |
| Bank of America Corp | 142,605 | $12.1M | 0.00% | −818−0.6% | Reduced |
| Legal & General Group Plc | 145,210 | $12.3M | 0.00% | −752−0.5% | Reduced |
| State of Wisconsin Investment Board | 146,561 | $12.4M | 0.03% | −17,722−10.8% | Reduced |
| Edgestream Partners, L.P. | 147,142 | $12.5M | 0.36% | −18,141−11.0% | Reduced |
| Gator Capital Management, LLC | 154,055 | $13.0M | 3.34% | +825+0.5% | Added |
| Millennium Management LLC | 154,953 | $13.1M | 0.01% | −241,701−60.9% | Reduced |
| Rhumbline Advisers | 161,346 | $13.7M | 0.01% | +1,742+1.1% | Added |
| Two Sigma Investments, LP | 179,665 | $15.2M | 0.02% | +19,443+12.1% | Added |
| Raymond James Financial Inc | 181,599 | $15.4M | 0.00% | +1,494+0.8% | Added |
| Public Sector Pension Investment Board | 219,935 | $18.6M | 0.07% | +12,648+6.1% | Added |
| AQR Capital Management LLC | 225,299 | $19.1M | 0.01% | −10,467−4.4% | Reduced |
| Stieven Capital Advisors, L.P. | 236,959 | $20.1M | 3.78% | −47,100−16.6% | Reduced |
| Goldman Sachs Group Inc | 237,557 | $20.1M | 0.00% | −57,879−19.6% | Reduced |
| Invesco Ltd. | 242,181 | $20.5M | 0.00% | −21,791−8.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 257,843 | $21.5M | 0.03% | +99,042+62.4% | Added |
| Pembroke Management, LTD | 261,492 | $22.1M | 2.20% | −5,491−2.1% | Reduced |
| UBS Group AG | 267,312 | $22.6M | 0.00% | +106,003+65.7% | Added |
| Kennedy Capital Management, Inc. | 275,081 | $23.3M | 0.51% | +26,119+10.5% | Added |
| Principal Financial Group Inc | 315,621 | $26.7M | 0.01% | −12,167−3.7% | Reduced |
| Algert Global LLC | 329,480 | $27.9M | 0.47% | +17,410+5.6% | Added |
| JPMorgan Chase & Co | 330,886 | $28.0M | 0.00% | +50,902+18.2% | Added |
| Emerald Mutual Fund Advisers Trust | 341,262 | $28.9M | 1.49% | −22,764−6.3% | Reduced |
| Loomis Sayles & Co L P | 351,627 | $29.8M | 0.04% | −13,343−3.7% | Reduced |
| Bragg Financial Advisors, Inc | 354,821 | $30.0M | 0.99% | +749+0.2% | Added |
| Boston Partners | 380,092 | $32.1M | 0.03% | −1,839−0.5% | Reduced |
| Jarislowsky, Fraser Ltd | 382,183 | $32.4M | 0.18% | −4,477−1.2% | Reduced |
| Bank of New York Mellon Corp | 391,415 | $33.1M | 0.01% | +6,912+1.8% | Added |
| Shaker Investments LLC | 399,717 | $33.8M | 13.54% | −10,655−2.6% | Reduced |
| Franklin Resources Inc | 414,178 | $35.1M | 0.01% | +275,191+198.0% | Added |
| Nuveen, LLC | 443,439 | $37.5M | 0.01% | −74,409−14.4% | Reduced |
| Wellington Management Group LLP | 445,412 | $37.7M | 0.01% | +68,346+18.1% | Added |
| Morgan Stanley | 474,770 | $40.2M | 0.00% | −125,133−20.9% | Reduced |
| Emerald Advisers, LLC | 528,912 | $44.8M | 1.44% | −24,679−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 669,322 | $56.7M | 0.01% | +24,748+3.8% | Added |
| Northern Trust Corp | 689,760 | $58.4M | 0.01% | +10,097+1.5% | Added |
| Ameriprise Financial Inc | 709,777 | $60.1M | 0.01% | −30,875−4.2% | Reduced |
| Geneva Capital Management LLC | 738,330 | $62.5M | 1.07% | −1,044−0.1% | Reduced |
| Wasatch Advisors Inc | 905,479 | $76.6M | 0.41% | −3,576−0.4% | Reduced |
| FMR LLC | 1,391,601 | $117.8M | 0.01% | +1,206,971+653.7% | Added |
| Davis Asset Management, L.P. | 1,457,219 | $123.4M | 4.39% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,713,270 | $146.5M | 0.01% | +191,646+12.6% | Added |
| Dimensional Fund Advisors LP | 2,171,772 | $183.8M | 0.04% | −155,758−6.7% | Reduced |
| American Century Companies Inc | 2,413,512 | $204.3M | 0.10% | +35,391+1.5% | Added |
| State Street Corp | 2,682,654 | $227.1M | 0.01% | +30,176+1.1% | Added |
| Vanguard Group Inc | 5,928,680 | $501.9M | 0.01% | −11,239−0.2% | Reduced |
| BlackRock, Inc. | 8,153,348 | $690.2M | 0.01% | +189,374+2.4% | Added |
| AXA S.A. | 0 | $0 | 0.00% | −84,600−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −37,049−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,059−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −16,810−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −13,620−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,760−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,677−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −8,104−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −7,766−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,448−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,398−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −5,824−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,211−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,113−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,432−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |