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; 391 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Axos Financial, Inc. as of Dec 31, 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
- +4 vs. Q3 2025
- Shares held
- 45.9M
- +1.29M (+2.9%) vs. Q3 2025
- Total value
- $3.96B
- +$179.9M (+4.8%) vs. Q3 2025
- New holders
- 46
- 144 more added
- Sold out
- 42
- 129 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 391 | $4.71B |
| Q1 2026 | 390 | $4.05B |
| Q4 2025 | 382 | $3.96B |
| Q3 2025 | 385 | $3.82B |
| Q2 2025 | 368 | $3.41B |
| Q1 2025 | 355 | $2.96B |
| Q4 2024 | 358 | $3.30B |
| Q3 2024 | 336 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,330,302 | $717.7M | 0.01% | +176,954+2.2% | Added |
| Vanguard Group Inc | 5,897,415 | $508.1M | 0.01% | −31,265−0.5% | Reduced |
| State Street Corp | 2,696,323 | $232.3M | 0.01% | +13,669+0.5% | Added |
| American Century Companies Inc | 2,474,755 | $213.2M | 0.11% | +61,243+2.5% | Added |
| Dimensional Fund Advisors LP | 2,169,494 | $186.9M | 0.04% | −2,278−0.1% | Reduced |
| FMR LLC | 1,870,781 | $161.2M | 0.01% | +479,180+34.4% | Added |
| Geode Capital Management, LLC | 1,775,539 | $154.7M | 0.01% | +62,269+3.6% | Added |
| Davis Asset Management, L.P. | 1,457,219 | $125.6M | 4.50% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 753,598 | $64.9M | 0.01% | +43,821+6.2% | Added |
| Charles Schwab Investment Management Inc | 721,572 | $62.2M | 0.01% | +52,250+7.8% | Added |
| Northern Trust Corp | 665,033 | $57.3M | 0.01% | −24,727−3.6% | Reduced |
| Geneva Capital Management LLC | 659,859 | $56.9M | 1.07% | −78,471−10.6% | Reduced |
| Wasatch Advisors Inc | 617,711 | $53.2M | 0.32% | −287,768−31.8% | Reduced |
| Morgan Stanley | 563,890 | $48.6M | 0.00% | +89,120+18.8% | Added |
| Wellington Management Group LLP | 528,300 | $45.5M | 0.01% | +82,888+18.6% | Added |
| Emerald Advisers, LLC | 521,379 | $44.9M | 1.38% | −7,533−1.4% | Reduced |
| Franklin Resources Inc | 455,161 | $39.2M | 0.01% | +40,983+9.9% | Added |
| Nuveen, LLC | 408,747 | $35.2M | 0.01% | −34,692−7.8% | Reduced |
| Shaker Investments LLC | 378,670 | $32.6M | 13.57% | −21,047−5.3% | Reduced |
| Bank of New York Mellon Corp | 377,805 | $32.6M | 0.01% | −13,610−3.5% | Reduced |
| 1832 Asset Management L.P. | 375,392 | $32.3M | 0.04% | +375,392 | New |
| Goldman Sachs Group Inc | 371,086 | $32.0M | 0.00% | +133,529+56.2% | Added |
| Bragg Financial Advisors, Inc | 355,459 | $30.6M | 1.00% | +638+0.2% | Added |
| Boston Partners | 349,273 | $30.4M | 0.03% | −30,819−8.1% | Reduced |
| Algert Global LLC | 346,800 | $29.9M | 0.47% | +17,320+5.3% | Added |
| Emerald Mutual Fund Advisers Trust | 341,262 | $29.4M | 1.43% | 00.0% | Unchanged |
| Principal Financial Group Inc | 337,324 | $29.1M | 0.01% | +21,703+6.9% | Added |
| JPMorgan Chase & Co | 320,485 | $27.6M | 0.00% | −10,401−3.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 313,216 | $27.4M | 0.04% | +55,373+21.5% | Added |
| Kennedy Capital Management, Inc. | 308,935 | $26.6M | 0.56% | +33,854+12.3% | Added |
| Loomis Sayles & Co L P | 306,206 | $26.4M | 0.03% | −45,421−12.9% | Reduced |
| Pembroke Management, LTD | 288,555 | $24.9M | 2.57% | +27,063+10.3% | Added |
| Public Sector Pension Investment Board | 271,415 | $23.4M | 0.08% | +51,480+23.4% | Added |
| UBS Group AG | 256,224 | $22.1M | 0.00% | −11,088−4.1% | Reduced |
| Stieven Capital Advisors, L.P. | 255,859 | $22.0M | 4.09% | +18,900+8.0% | Added |
| AQR Capital Management LLC | 232,636 | $20.0M | 0.01% | +7,337+3.3% | Added |
| Invesco Ltd. | 200,949 | $17.3M | 0.00% | −41,232−17.0% | Reduced |
| Gator Capital Management, LLC | 176,340 | $15.2M | 3.14% | +22,285+14.5% | Added |
| Ategra Capital Management, LLC | 153,342 | $13.2M | 7.55% | +13,000+9.3% | Added |
| Rhumbline Advisers | 152,491 | $13.1M | 0.01% | −8,855−5.5% | Reduced |
| State of Wisconsin Investment Board | 152,215 | $13.1M | 0.03% | +5,654+3.9% | Added |
| Edgestream Partners, L.P. | 151,130 | $13.0M | 0.37% | +3,988+2.7% | Added |
| Millennium Management LLC | 144,837 | $12.5M | 0.01% | −10,116−6.5% | Reduced |
| Osterweis Capital Management Inc | 142,685 | $12.3M | 0.52% | +730+0.5% | Added |
| First Eagle Investment Management, LLC | 142,287 | $12.3M | 0.02% | +2,539+1.8% | Added |
| Legal & General Group Plc | 139,330 | $12.0M | 0.00% | −5,880−4.0% | Reduced |
| Raymond James Financial Inc | 135,096 | $11.6M | 0.00% | −46,503−25.6% | Reduced |
| Squarepoint Ops LLC | 134,773 | $11.6M | 0.02% | +128,504+2,049.8% | Added |
| Bank of America Corp | 131,570 | $11.3M | 0.00% | −11,035−7.7% | Reduced |
| Brandywine Global Investment Management, LLC | 125,371 | $10.8M | 0.07% | −4,700−3.6% | Reduced |
| Empowered Funds, LLC | 123,879 | $10.7M | 0.18% | +26,000+26.6% | Added |
| Arrowstreet Capital, Limited Partnership | 113,229 | $9.76M | 0.01% | +56,729+100.4% | Added |
| Cerity Partners LLC | 112,014 | $9.65M | 0.01% | +98,235+712.9% | Added |
| Prudential Financial Inc | 110,378 | $9.51M | 0.01% | −2,425−2.1% | Reduced |
| Voloridge Investment Management, LLC | 110,171 | $9.49M | 0.03% | −7,623−6.5% | Reduced |
| Royce & Associates LP | 109,507 | $9.44M | 0.10% | +8,964+8.9% | Added |
| Swiss National Bank | 106,000 | $9.13M | 0.01% | +2,400+2.3% | Added |
| Barclays PLC | 103,107 | $8.88M | 0.00% | +11,967+13.1% | Added |
| Militia Capital Partners, LP | 100,000 | $8.62M | 3.24% | +12,000+13.6% | Added |
| Royal Bank of Canada | 99,729 | $8.59M | 0.00% | −23,827−19.3% | Reduced |
| Kestrel Investment Management Corp | 96,150 | $8.28M | 4.70% | −3,200−3.2% | Reduced |
| Empirical Finance, LLC | 95,566 | $8.23M | 0.39% | +25,800+37.0% | Added |
| Ci Investments Inc. | 91,817 | $7.91M | 0.03% | +2,150+2.4% | Added |
| Renaissance Group LLC | 91,598 | $7.89M | 0.32% | −452−0.5% | Reduced |
| UBS Asset Management Americas Inc | 86,725 | $7.47M | 0.00% | +2,694+3.2% | Added |
| Lord, Abbett & Co. LLC | 81,578 | $7.03M | 0.02% | −14,669−15.2% | Reduced |
| Russell Investments Group, Ltd. | 79,784 | $6.87M | 0.01% | +1,416+1.8% | Added |
| Victory Capital Management Inc | 75,721 | $6.52M | 0.00% | +13,265+21.2% | Added |
| Wells Fargo & Company | 74,948 | $6.46M | 0.00% | +22,740+43.6% | Added |
| WCM Investment Management, LLC | 69,971 | $6.07M | 0.01% | +69,971 | New |
| Two Sigma Investments, LP | 68,678 | $5.92M | 0.01% | −110,987−61.8% | Reduced |
| Deutsche Bank AG | 66,511 | $5.73M | 0.00% | +1,259+1.9% | Added |
| Alliancebernstein L.P. | 65,564 | $5.65M | 0.00% | +3,554+5.7% | Added |
| Bessemer Group Inc | 64,717 | $5.58M | 0.01% | +64,369+18,496.8% | Added |
| Citigroup Inc | 64,526 | $5.56M | 0.00% | −9,716−13.1% | Reduced |
| LGT Fund Management Co Ltd. | 62,450 | $5.42M | 0.43% | +62,450 | New |
| Envestnet Asset Management Inc | 60,381 | $5.20M | 0.00% | −6,203−9.3% | Reduced |
| First Trust Advisors LP | 58,385 | $5.03M | 0.00% | −1,119−1.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 56,364 | $4.86M | 0.01% | +56,364 | New |
| S&T Bank | 55,480 | $4.78M | 1.51% | −10,470−15.9% | Reduced |
| TCW Group Inc | 55,120 | $4.75M | 0.03% | −4,500−7.5% | Reduced |
| Fred Alger Management, LLC | 54,641 | $4.71M | 0.02% | −16,800−23.5% | Reduced |
| Price T Rowe Associates Inc | 51,484 | $4.44M | 0.00% | +2,138+4.3% | Added |
| California State Teachers Retirement System | 51,055 | $4.40M | 0.00% | +1,169+2.3% | Added |
| Janus Henderson Group PLC | 51,022 | $4.39M | 0.00% | −50,518−49.8% | Reduced |
| Great West Life Assurance Co | 48,829 | $4.20M | 0.01% | −9,333−16.0% | Reduced |
| Rafferty Asset Management, LLC | 47,897 | $4.13M | 0.01% | −11,892−19.9% | Reduced |
| Bridgeway Capital Management, LLC | 47,300 | $4.08M | 0.09% | −4,700−9.0% | Reduced |
| Thrivent Financial for Lutherans | 46,670 | $4.03M | 0.01% | −666−1.4% | Reduced |
| Argent Capital Management LLC | 45,757 | $3.94M | 0.11% | −7,933−14.8% | Reduced |
| Colony Group, LLC | 45,066 | $3.82M | 0.00% | +1,149+2.6% | Added |
| National Asset Management, Inc. | 43,428 | $3.74M | 0.18% | 00.0% | Unchanged |
| Quest Partners LLC | 42,218 | $3.64M | 0.20% | −5,621−11.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,662 | $3.59M | 0.00% | −757−1.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 40,700 | $3.50M | 0.14% | 00.0% | Unchanged |
| Orchard Capital Managment, LLC | 39,674 | $3.42M | 2.97% | +635+1.6% | Added |
| SG Americas Securities, LLC | 38,444 | $3.31M | 0.00% | +15,509+67.6% | Added |
| Connors Investor Services Inc | 38,228 | $3.29M | 0.28% | −990−2.5% | Reduced |
| Epoch Investment Partners, Inc. | 38,051 | $3.28M | 0.02% | −7,338−16.2% | Reduced |
| State of Alaska, Department of Revenue | 37,686 | $3.25M | 0.03% | +7,017+22.9% | Added |