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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 32,989 | $2.79M | 0.01% | −76−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 32,236 | $2.73M | 0.00% | +3,777+13.3% | Added |
| MetLife Investment Management | 31,662 | $2.68M | 0.01% | +456+1.5% | Added |
| State of Alaska, Department of Revenue | 30,669 | $2.60M | 0.03% | −1,233−3.9% | Reduced |
| Formula Growth Ltd | 30,624 | $2.59M | 0.92% | 00.0% | Unchanged |
| LPL Financial LLC | 28,871 | $2.44M | 0.00% | −1,125−3.8% | Reduced |
| AXA Investment Managers S.A. | 28,332 | $2.40M | 0.01% | +28,332 | New |
| Manufacturers Life Insurance Company, The | 28,261 | $2.39M | 0.00% | −344−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 27,811 | $2.35M | 0.03% | −364−1.3% | Reduced |
| D.A. Davidson & Co. | 27,643 | $2.34M | 0.01% | +3,229+13.2% | Added |
| Advisory Research Inc | 27,469 | $2.33M | 0.31% | +1,024+3.9% | Added |
| Louisiana State Employees Retirement System | 25,900 | $2.19M | 0.04% | +900+3.6% | Added |
| Commonwealth Equity Services, LLC | 25,562 | $2.16M | 0.00% | −858−3.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,286 | $2.14M | 0.00% | −3,284−11.5% | Reduced |
| State of New Jersey Common Pension Fund D | 24,782 | $2.10M | 0.01% | −2,252−8.3% | Reduced |
| OP Asset Management Ltd | 24,696 | $2.09M | 0.03% | +1,476+6.4% | Added |
| Susquehanna International Group, LLP | 24,399 | $2.07M | 0.00% | −74,226−75.3% | Reduced |
| State of Tennessee, Treasury Department | 24,078 | $2.04M | 0.01% | −6,655−21.7% | Reduced |
| Horizon Investments, LLC | 23,596 | $2.00M | 0.03% | −2,239−8.7% | Reduced |
| Bank of Montreal | 23,384 | $1.98M | 0.00% | −4,849−17.2% | Reduced |
| SG Americas Securities, LLC | 22,935 | $1.94M | 0.01% | +21,415+1,408.9% | Added |
| Assenagon Asset Management S.A. | 22,898 | $1.94M | 0.00% | −30,320−57.0% | Reduced |
| DekaBank Deutsche Girozentrale | 22,226 | $1.91M | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 22,404 | $1.90M | 0.14% | −921−3.9% | Reduced |
| SEI Investments Co | 22,106 | $1.87M | 0.00% | +1,137+5.4% | Added |
| Gsa Capital Partners LLP | 21,589 | $1.83M | 0.15% | −27,930−56.4% | Reduced |
| Quantbot Technologies LP | 21,154 | $1.79M | 0.05% | −7,883−27.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,000 | $1.78M | 0.20% | 00.0% | Unchanged |
| Avenir Corp | 20,790 | $1.76M | 0.18% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 20,641 | $1.75M | 0.00% | −1,338−6.1% | Reduced |
| CenterBook Partners LP | 20,309 | $1.72M | 0.08% | −1,028−4.8% | Reduced |
| Two Sigma Advisers, LP | 19,316 | $1.64M | 0.00% | −8,500−30.6% | Reduced |
| Ridgewood Investments LLC | 18,051 | $1.53M | 0.64% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 17,667 | $1.50M | 0.00% | +524+3.1% | Added |
| Yousif Capital Management, LLC | 17,569 | $1.49M | 0.02% | −2,643−13.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,517 | $1.48M | 0.01% | +95+0.5% | Added |
| Quantinno Capital Management LP | 17,355 | $1.47M | 0.00% | +3,255+23.1% | Added |
| Engineers Gate Manager LP | 17,306 | $1.46M | 0.02% | +11,895+219.8% | Added |
| Wakefield Asset Management LLLP | 17,040 | $1.44M | 0.39% | −38−0.2% | Reduced |
| Comerica Bank | 16,713 | $1.41M | 0.01% | −2,491−13.0% | Reduced |
| Cetera Investment Advisers | 16,439 | $1.39M | 0.00% | +8,242+100.5% | Added |
| Lazard Asset Management LLC | 16,282 | $1.38M | 0.00% | −20,490−55.7% | Reduced |
| Teacher Retirement System of Texas | 16,271 | $1.38M | 0.01% | +7,741+90.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,253 | $1.38M | 0.01% | −1,885−10.4% | Reduced |
| Amalgamated Bank | 16,165 | $1.37M | 0.01% | +893+5.8% | Added |
| Csenge Advisory Group | 15,999 | $1.35M | 0.06% | +7,770+94.4% | Added |
| NFJ Investment Group, LLC | 15,938 | $1.35M | 0.05% | −9,462−37.3% | Reduced |
| KLP Kapitalforvaltning AS | 15,900 | $1.35M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,891 | $1.35M | 0.00% | −71−0.4% | Reduced |
| Arizona State Retirement System | 15,848 | $1.34M | 0.01% | +18+0.1% | Added |
| Handelsbanken Fonder AB | 15,695 | $1.33M | 0.00% | +4,100+35.4% | Added |
| HRT Financial LP | 15,270 | $1.29M | 0.00% | −39,089−71.9% | Reduced |
| CCG Wealth Management, LLC | 15,200 | $1.29M | 0.61% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 15,128 | $1.28M | 0.01% | −230−1.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,739 | $1.25M | 0.01% | +2,829+23.8% | Added |
| Horizon Investment Services, LLC | 14,586 | $1.23M | 0.47% | +10,913+297.1% | Added |
| Dark Forest Capital Management LP | 14,554 | $1.23M | 0.05% | +14,554 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,357 | $1.22M | 0.01% | +607+4.4% | Added |
| Danske Bank A/S | 13,987 | $1.18M | 0.00% | −5,290−27.4% | Reduced |
| Ensign Peak Advisors, Inc | 13,797 | $1.17M | 0.00% | −5,350−27.9% | Reduced |
| Cerity Partners LLC | 13,779 | $1.17M | 0.00% | +2,214+19.1% | Added |
| Credit Agricole S A | 13,610 | $1.15M | 0.00% | +13,610 | New |
| Sterling Capital Management LLC | 12,824 | $1.09M | 0.02% | +2,044+19.0% | Added |
| Keel Point, LLC | 12,735 | $1.08M | 0.07% | −584−4.4% | Reduced |
| Persistent Asset Partners Ltd | 12,729 | $1.08M | 0.78% | −6,052−32.2% | Reduced |
| Oregon Public Employees Retirement Fund | 12,704 | $1.08M | 0.01% | +403+3.3% | Added |
| Truist Financial Corp | 12,363 | $1.05M | 0.00% | −120−1.0% | Reduced |
| Federated Hermes, Inc. | 11,781 | $997.3K | 0.00% | +325+2.8% | Added |
| Hancock Whitney Corp | 11,511 | $974.4K | 0.02% | −36−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 11,452 | $969.4K | 0.00% | +187+1.7% | Added |
| Vestcor Inc | 10,978 | $929.0K | 0.03% | +7,365+203.8% | Added |
| Mercer Global Advisors Inc | 10,899 | $922.6K | 0.00% | −2,107−16.2% | Reduced |
| TD Asset Management Inc | 10,830 | $916.8K | 0.00% | −138−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,664 | $902.7K | 0.00% | +817+8.3% | Added |
| Inspire Advisors, LLC | 10,616 | $898.6K | 0.09% | +51+0.5% | Added |
| Marshall Wace, LLP | 10,580 | $895.6K | 0.00% | +5,214+97.2% | Added |
| Summit Global Investments | 10,469 | $886.0K | 0.05% | +481+4.8% | Added |
| Great Lakes Advisors, LLC | 10,331 | $874.5K | 0.01% | −17−0.2% | Reduced |
| ProShare Advisors LLC | 10,288 | $870.9K | 0.00% | −1,372−11.8% | Reduced |
| MML Investors Services, LLC | 10,155 | $859.6K | 0.00% | +2,333+29.8% | Added |
| Premier Fund Managers Ltd | 9,961 | $859.0K | 0.04% | +1,240+14.2% | Added |
| Maltese Capital Management LLC | 10,000 | $846.5K | 0.13% | +10,000 | New |
| CWM, LLC | 9,993 | $846.0K | 0.00% | −240−2.3% | Reduced |
| Pictet Asset Management Holding SA | 9,971 | $844.0K | 0.00% | +2,388+31.5% | Added |
| Aviso Financial Inc. | 9,921 | $839.8K | 0.03% | −408−4.0% | Reduced |
| Voya Investment Management LLC | 9,648 | $816.7K | 0.00% | −5,163−34.9% | Reduced |
| Polen Capital Management LLC | 9,179 | $777.0K | 0.00% | +9,179 | New |
| Integrated Advisors Network LLC | 9,018 | $763.4K | 0.03% | −188−2.0% | Reduced |
| Jones Financial Companies LLLP | 8,510 | $744.2K | 0.00% | −34−0.4% | Reduced |
| Citadel Advisors LLC | 8,772 | $742.5K | 0.00% | −474,229−98.2% | Reduced |
| Pinnacle Associates Ltd | 8,350 | $706.8K | 0.01% | −50−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,130 | $688.0K | 0.12% | +8,130 | New |
| Maryland State Retirement & Pension System | 8,104 | $686.0K | 0.01% | −7,635−48.5% | Reduced |
| Mariner, LLC | 7,842 | $663.8K | 0.00% | −724−8.5% | Reduced |
| James Investment Research Inc | 7,538 | $638.1K | 0.07% | +1,366+22.1% | Added |
| EJF Capital LLC | 7,195 | $609.1K | 0.35% | −3,061−29.8% | Reduced |
| Oak Associates, Ltd | 7,142 | $605.0K | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 7,125 | $603.1K | 0.00% | −23,103−76.4% | Reduced |
| Stifel Financial Corp | 7,103 | $601.3K | 0.00% | −37−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,916 | $585.4K | 0.01% | +6,916 | New |