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; 387 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 | 387 | $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 |
|---|---|---|---|---|---|
| National Philanthropic Trust | 6,685 | $565.9K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,523 | $552.2K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,505 | $551.0K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 6,364 | $538.7K | 0.04% | +4+0.1% | Added |
| Mutual of America Capital Management LLC | 6,315 | $534.6K | 0.01% | −565−8.2% | Reduced |
| HSBC Holdings PLC | 6,352 | $532.9K | 0.00% | −5,334−45.6% | Reduced |
| Squarepoint Ops LLC | 6,269 | $530.7K | 0.00% | −3,120−33.2% | Reduced |
| Toroso Investments, LLC | 6,039 | $511.2K | 0.00% | +6,039 | New |
| Lido Advisors, LLC | 6,000 | $507.9K | 0.00% | +158+2.7% | Added |
| Xponance, Inc. | 5,891 | $498.7K | 0.00% | −1,406−19.3% | Reduced |
| Keebeck Wealth Management, LLC | 5,847 | $494.9K | 0.06% | +512+9.6% | Added |
| Coldstream Capital Management Inc | 5,810 | $491.8K | 0.01% | +2,822+94.4% | Added |
| CIBC Bancorp USA Inc. | 5,802 | $491.1K | 0.00% | +5,802 | New |
| Inceptionr LLC | 5,798 | $490.8K | 0.12% | +5,798 | New |
| The PNC Financial Services Group, Inc. | 5,745 | $486.3K | 0.00% | −874−13.2% | Reduced |
| Simplex Trading, LLC | 5,656 | $478.0K | 0.01% | +2,555+82.4% | Added |
| Concurrent Investment Advisors, LLC | 5,635 | $477.0K | 0.01% | +225+4.2% | Added |
| Oxford Asset Management LLP | 5,604 | $474.4K | 0.16% | +5,604 | New |
| Advisor Group Holdings, Inc. | 5,286 | $471.2K | 0.00% | +441+9.1% | Added |
| Cetera Trust Company, N.A | 5,470 | $463.0K | 0.26% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,430 | $459.6K | 0.00% | +1,730+46.8% | Added |
| Everence Capital Management Inc | 5,330 | $451.0K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,134 | $434.6K | 0.03% | +5,134 | New |
| SRS Capital Advisors, Inc. | 5,064 | $428.7K | 0.01% | +4,038+393.6% | Added |
| Alps Advisors Inc | 4,979 | $421.5K | 0.00% | −737−12.9% | Reduced |
| Verition Fund Management LLC | 4,831 | $408.9K | 0.00% | −555−10.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 4,765 | $403.4K | 0.09% | +224+4.9% | Added |
| Creative Planning | 4,764 | $403.3K | 0.00% | +446+10.3% | Added |
| J.W. Cole Advisors, Inc. | 4,650 | $393.6K | 0.01% | −40−0.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,631 | $392.0K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,600 | $389.4K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,587 | $388.3K | 0.00% | −1,940−29.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,548 | $385.0K | 0.01% | −774−14.5% | Reduced |
| Omers Administration Corp | 4,400 | $372.5K | 0.00% | +4,400 | New |
| Pallas Capital Advisors LLC | 4,370 | $369.9K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,687 | $369.5K | 0.01% | +205+4.6% | Added |
| Cim Investment Mangement Inc | 4,168 | $352.8K | 0.10% | −4,490−51.9% | Reduced |
| STRS Ohio | 4,100 | $347.1K | 0.00% | +700+20.6% | Added |
| Pathstone Holdings, LLC | 4,018 | $340.1K | 0.00% | +4,018 | New |
| Guggenheim Capital LLC | 3,955 | $334.8K | 0.00% | −1,921−32.7% | Reduced |
| Verdence Capital Advisors LLC | 4,174 | $334.4K | 0.02% | +170+4.2% | Added |
| JustInvest LLC | 3,889 | $329.3K | 0.00% | +131+3.5% | Added |
| Pensionmark Financial Group, LLC | 3,821 | $323.4K | 0.01% | −115−2.9% | Reduced |
| Profund Advisors LLC | 3,799 | $321.6K | 0.01% | −419−9.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,726 | $315.4K | 0.00% | −73−1.9% | Reduced |
| Earnest Partners LLC | 3,600 | $304.7K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,525 | $298.4K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,433 | $290.6K | 0.05% | −645−15.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,382 | $286.3K | 0.01% | +130+4.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,356 | $284.1K | 0.00% | −33,846−91.0% | Reduced |
| Vise Technologies, Inc. | 3,326 | $281.5K | 0.01% | −875−20.8% | Reduced |
| Cambria Investment Management, L.P. | 3,280 | $277.7K | 0.02% | +3,280 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,217 | $272.3K | 0.01% | +485+17.8% | Added |
| Bourgeon Capital Management LLC | 3,200 | $270.9K | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,996 | $253.6K | 0.00% | +1,735+137.6% | Added |
| Merit Financial Group, LLC | 2,976 | $251.9K | 0.00% | +95+3.3% | Added |
| Vontobel Holding Ltd. | 2,957 | $250.3K | 0.00% | −718−19.5% | Reduced |
| MQS Management LLC | 2,688 | $227.5K | 0.13% | +2,688 | New |
| Huntington National Bank | 2,682 | $227.0K | 0.00% | −170−6.0% | Reduced |
| Syon Capital LLC | 2,643 | $223.7K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,631 | $222.7K | 0.00% | −235−8.2% | Reduced |
| Palouse Capital Management, Inc. | 2,604 | $220.4K | 0.14% | −41−1.6% | Reduced |
| NovaPoint Capital, LLC | 2,600 | $220.1K | 0.05% | +2,600 | New |
| Farringdon Capital, Ltd. | 2,592 | $219.4K | 0.06% | +2,592 | New |
| Summitry LLC | 2,564 | $217.0K | 0.01% | +2,564 | New |
| New Age Alpha Advisors, LLC | 2,558 | $216.5K | 0.01% | −56−2.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,546 | $216.0K | 0.06% | +2,546 | New |
| Los Angeles Capital Management LLC | 2,550 | $215.9K | 0.00% | +2,550 | New |
| CI Private Wealth, LLC | 2,528 | $214.0K | 0.00% | +2,528 | New |
| Hohimer Wealth Management, LLC | 2,524 | $213.7K | 0.03% | −869−25.6% | Reduced |
| RSM US Wealth Management LLC | 2,519 | $213.2K | 0.00% | +2,519 | New |
| Drive Wealth Management, LLC | 2,514 | $212.8K | 0.05% | +2,514 | New |
| US Bancorp | 2,499 | $211.5K | 0.00% | +162+6.9% | Added |
| Captrust Financial Advisors | 2,494 | $211.1K | 0.00% | +2,494 | New |
| Steward Partners Investment Advisory, LLC | 2,482 | $210.1K | 0.00% | −1,227−33.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,477 | $209.7K | 0.02% | +2,477 | New |
| GTS Securities LLC | 2,463 | $208.5K | 0.01% | +2,463 | New |
| Forum Financial Management, LP | 2,461 | $208.3K | 0.00% | +2,461 | New |
| Swiss Life Asset Management Ltd | 2,453 | $207.6K | 0.00% | +2,453 | New |
| Arcus Capital Partners, LLC | 2,436 | $206.2K | 0.09% | +2,436 | New |
| Cambridge Investment Research Advisors, Inc. | 2,437 | $206.0K | 0.00% | +2,437 | New |
| Retirement Guys Formula LLC | 2,419 | $204.8K | 0.07% | −411−14.5% | Reduced |
| denkapparat Operations GmbH | 2,390 | $202.3K | 0.13% | +2,390 | New |
| 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 |
| Tower Research Capital LLC (TRC) | 2,363 | $200.0K | 0.01% | −6,712−74.0% | Reduced |
| GAMMA Investing LLC | 2,157 | $182.6K | 0.01% | +197+10.1% | Added |
| Rockefeller Capital Management L.P. | 2,040 | $172.7K | 0.00% | +2,040 | New |
| NBC Securities, Inc. | 1,960 | $165.9K | 0.01% | +1,960 | New |
| MAI Capital Management | 1,653 | $139.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,620 | $137.1K | 0.00% | −160−9.0% | Reduced |
| Smartleaf Asset Management LLC | 1,579 | $136.3K | 0.01% | +74+4.9% | Added |
| KBC Group NV | 1,592 | $135.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,414 | $119.7K | 0.01% | +680+92.6% | Added |
| Sprucegrove Investment Management Ltd | 1,400 | $118.5K | 0.01% | +100+7.7% | Added |
| ISAM Funds (UK) Ltd | 1,386 | $117.3K | 0.02% | −6,027−81.3% | Reduced |
| Advisors Asset Management, Inc. | 1,346 | $113.9K | 0.00% | −190−12.4% | Reduced |
| Advisory Services Network, LLC | 1,232 | $104.3K | 0.00% | +1,232 | New |
| Essential Partners LLC | 987 | $83.5K | 0.03% | +20+2.1% | Added |
| Covestor Ltd | 947 | $80.0K | 0.04% | −859−47.6% | Reduced |