Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 382 institutions
Q1 2021: 233 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 244 institutionsQ1 2022: 248 institutionsQ2 2022: 239 institutionsQ3 2022: 251 institutionsQ4 2022: 244 institutionsQ1 2023: 256 institutionsQ2 2023: 260 institutionsQ3 2023: 261 institutionsQ4 2023: 303 institutionsQ1 2024: 310 institutionsQ2 2024: 318 institutionsQ3 2024: 335 institutionsQ4 2024: 356 institutionsQ1 2025: 352 institutionsQ2 2025: 365 institutionsQ3 2025: 382 institutionsQ4 2025: 379 institutionsQ1 2026: 387 institutionsQ2 2026: 387 institutions
Value heldQ3 2025: $3.82B
Q1 2021: $2.11BQ2 2021: $2.11BQ3 2021: $2.38BQ4 2021: $2.54BQ1 2022: $2.13BQ2 2022: $1.68BQ3 2022: $1.61BQ4 2022: $1.80BQ1 2023: $1.75BQ2 2023: $1.90BQ3 2023: $1.82BQ4 2023: $2.70BQ1 2024: $2.64BQ2 2024: $2.79BQ3 2024: $3.01BQ4 2024: $3.30BQ1 2025: $2.96BQ2 2025: $3.41BQ3 2025: $3.82BQ4 2025: $3.96BQ1 2026: $4.05BQ2 2026: $4.71B
Institutions holding AX and their total value by quarter
QuarterHoldersValue
Q2 2026387$4.71B
Q1 2026387$4.05B
Q4 2025379$3.96B
Q3 2025382$3.82B
Q2 2025365$3.41B
Q1 2025352$2.96B
Q4 2024356$3.30B
Q3 2024335$3.01B
Q2 2024318$2.79B
Q1 2024310$2.64B
Q4 2023303$2.70B
Q3 2023261$1.82B
Q2 2023260$1.90B
Q1 2023256$1.75B
Q4 2022244$1.80B
Q3 2022251$1.61B
Q2 2022239$1.68B
Q1 2022248$2.13B
Q4 2021244$2.54B
Q3 2021232$2.38B
Q2 2021233$2.11B
Q1 2021233$2.11B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q2 2025.

Institutions holding AX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bayforest Capital Ltd903$76.4K0.04%+903New
GWM Advisors LLC900$76.2K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC896$75.8K0.03%00.0%Unchanged
Parkside Financial Bank & Trust837$70.9K0.01%−42−4.8%Reduced
1620 Investment Advisors, Inc.737$62.4K0.04%−3−0.4%Reduced
Clearstead Advisors, LLC601$50.9K0.00%−1−0.2%Reduced
IFP Advisors, Inc499$42.2K0.00%+6+1.2%Added
EverSource Wealth Advisors, LLC477$40.4K0.00%+31+7.0%Added
Root Financial Partners, LLC473$40.0K0.00%+473New
Public Employees Retirement System of Ohio455$38.5K0.00%−19−4.0%Reduced
True Wealth Design, LLC433$36.7K0.01%00.0%Unchanged
Kathleen S. Wright Associates Inc.426$36.1K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.419$35.0K0.00%−85−16.9%Reduced
Fifth Third Bancorp413$35.0K0.00%+5+1.2%Added
BI Asset Management Fondsmaeglerselskab A/S404$34.0K0.00%−756−65.2%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.407$34.0K0.00%−8−1.9%Reduced
Parallel Advisors, LLC364$30.8K0.00%00.0%Unchanged
Farther Finance Advisors, LLC344$29.1K0.00%−89−20.6%Reduced
Bessemer Group Inc348$29.0K0.00%+130+59.6%Added
Brown Brothers Harriman & Co341$28.9K0.00%+341New
Nomura Asset Management Co Ltd310$26.2K0.00%00.0%Unchanged
Salomon & Ludwin, LLC308$26.2K0.00%+308New
Armstrong Advisory Group, Inc292$24.7K0.00%00.0%Unchanged
Umb Bank N A287$24.3K0.00%+38+15.3%Added
Quarry LP282$23.9K0.01%+282New
Principal Securities, Inc.277$23.4K0.00%+65+30.7%Added
Caitong International Asset Management Co., Ltd276$23.4K0.02%+201+268.0%Added
Whittier Trust Co of Nevada Inc253$21.5K0.00%−3−1.2%Reduced
Global Retirement Partners, LLC245$20.7K0.00%00.0%Unchanged
Optiver Holding B.V.245$20.7K0.00%+109+80.1%Added
Tidemark, LLC224$19.0K0.01%−148−39.8%Reduced
Clark Wealth Partners217$18.7K0.01%−3−1.4%Reduced
Transamerica Financial Advisors, Inc.168$14.2K0.00%+168New
Mather Group, LLC.168$14.2K0.00%+168New
Signaturefd, LLC164$13.9K0.00%+4+2.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.161$13.6K0.00%00.0%Unchanged
Sunbelt Securities, Inc.131$11.1K0.00%+131New
Bokf, NA124$10.5K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.121$10.2K0.00%+121New
Wealthspire Advisors, LLC115$9.73K0.00%+115New
Massmutual Trust Co FSB109$9.23K0.00%00.0%Unchanged
Hemington Wealth Management114$9.00K0.00%+4+3.6%Added
Chelsea Counsel Co100$8.46K0.00%00.0%Unchanged
Private Trust Co NA100$8.46K0.00%+100New
Bare Financial Services, Inc89$7.53K0.00%+5+6.0%Added
Northwestern Mutual Wealth Management Co89$7.53K0.00%+46+107.0%Added
Hantz Financial Services, Inc.83$7.00K0.00%+36+76.6%Added
Rothschild Investment LLC80$6.77K0.00%−25−23.8%Reduced
Quadrant Capital Group LLC75$6.35K0.00%+75New
Clayton Financial Group LLC71$6.01K0.00%+71New
Vision Financial Markets LLC70$5.93K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC67$5.67K0.00%00.0%Unchanged
Allworth Financial LP59$5.00K0.00%+6+11.3%Added
Vermillion & White Wealth Management Group, LLC57$4.83K0.00%00.0%Unchanged
CoreCap Advisors, LLC54$4.57K0.00%+1+1.9%Added
Aster Capital Management (DIFC) Ltd52$4.40K0.00%+52New
Assetmark, Inc50$4.23K0.00%+40+400.0%Added
Versant Capital Management, Inc39$3.30K0.00%00.0%Unchanged
Kilter Group LLC38$3.22K0.00%00.0%Unchanged
Atlantic Trust, LLC37$3.13K0.00%00.0%Unchanged
Colonial Trust Co35$3.05K0.00%−19−35.2%Reduced
Farmers & Merchants Investments Inc34$2.88K0.00%−1−2.9%Reduced
Fortitude Family Office, LLC29$2.46K0.00%00.0%Unchanged
JPL Wealth Management, LLC25$2.12K0.00%+25New
Scarborough Advisors, LLC25$2.12K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.22$1.86K0.00%00.0%Unchanged
SBI Securities Co., Ltd.15$1.27K0.00%+2+15.4%Added
DiNuzzo Private Wealth, Inc.13$1.19K0.00%00.0%Unchanged
Cloud Capital Management, LLC16$1.00K0.00%+16New
Larson Financial Group LLC10$8470.00%−5−33.3%Reduced
Binnacle Investments Inc9$7620.00%00.0%Unchanged
SJS Investment Consulting Inc.8$6780.00%00.0%Unchanged
Bruce G. Allen Investments, LLC8$6770.00%00.0%Unchanged
Rialto Wealth Management, LLC6$5080.00%+2+50.0%Added
Bay Harbor Wealth Management, LLC5$4230.00%+1+25.0%Added
HFM Investment Advisors, LLC5$4230.00%+1+25.0%Added
Annis Gardner Whiting Capital Advisors, LLC4$3390.00%+1+33.3%Added
Abound Wealth Management3$2540.00%00.0%Unchanged
Tortoise Investment Management, LLC2$1690.00%+2New
CIBC Private Wealth Group, LLC1$850.00%00.0%Unchanged
Capital Advisors, Ltd. LLC3$00.00%00.0%Unchanged
Avion Wealth8$00.00%00.0%Unchanged
AXA S.A.0$00.00%−84,600−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−45,000−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−37,049−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−17,059−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−16,810−100.0%Sold out
SummerHaven Investment Management, LLC0$00.00%−13,620−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−12,760−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−10,500−100.0%Sold out
XTX Topco Ltd0$00.00%−9,677−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−8,104−100.0%Sold out
Readystate Asset Management LP0$00.00%−7,766−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−7,448−100.0%Sold out
DRW Securities, LLC0$00.00%−6,398−100.0%Sold out
Optimize Financial Inc0$00.00%−5,824−100.0%Sold out
Jump Financial, LLC0$00.00%−5,211−100.0%Sold out
Numerai GP LLC0$00.00%−5,113−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−4,432−100.0%Sold out
Entropy Technologies, LP0$00.00%−3,500−100.0%Sold out