Axos Financial, Inc.

Exchange: NYSE
Industry: Savings Institution, Federally Chartered
SEC CIK: 0001299709

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Axos Financial, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of AX: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	382	7	379	+4
Shares	45.1M	434.9K	45.9M	+1.29M (+2.9%)
Value	$3.82B	$36.8M	$3.96B	+$179.9M (+4.8%)

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Axos Financial, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to AX in Q4 2025
Institution	Shares	Value	% of portfolio
1832 Asset Management L.P.	375,392	$32.3M	0.04%
WCM Investment Management, LLC	69,971	$6.07M	0.01%
LGT Fund Management Co Ltd.	62,450	$5.42M	0.43%
Healthcare of Ontario Pension Plan Trust Fund	56,364	$4.86M	0.01%
Weiss Asset Management LP	33,660	$2.90M	0.04%
Brevan Howard Capital Management LP	25,000	$2.15M	0.04%
Destination Wealth Management	24,400	$2.10M	0.06%
Evolve Private Wealth, LLC	12,906	$1.11M	0.07%
Canada Pension Plan Investment Board	9,000	$775.4K	0.00%
Group One Trading, L.P.	7,046	$607.1K	0.02%
DRW Securities, LLC	6,682	$575.7K	0.04%
Equitable Trust Co	4,591	$395.6K	0.02%
Abel Hall, LLC	3,838	$330.7K	0.08%
Victory Financial Group, LLC	3,640	$313.6K	0.04%
CIBC World Markets Corp	3,601	$310.3K	0.00%
XTX Topco Ltd	3,569	$307.5K	0.01%
Bank of Nova Scotia Trust Co	3,145	$271.0K	0.02%
Sequoia Financial Advisors, LLC	2,778	$239.4K	0.00%
OpenArc Corporate Advisory, LLC	2,666	$229.7K	0.00%
nVerses Capital, LLC	2,560	$220.6K	0.49%
Waldron Private Wealth LLC	2,487	$214.3K	0.01%
Kestra Advisory Services, LLC	1,292	$111.3K	0.00%
Aquatic Capital Management LLC	1,084	$93.4K	0.00%
Exchange Traded Concepts, LLC	1,030	$88.7K	0.00%
Flagship Harbor Advisors, LLC	560	$48.2K	0.00%
Signature Equity Partners, LLC	529	$45.6K	0.03%
Basecamp Wealth Advisors LLC	421	$36.3K	0.01%
Torren Management, LLC	414	$35.7K	0.02%
Basepoint Wealth LLC	328	$28.3K	0.02%
Eurizon Capital SGR S.p.A.	303	$26.1K	0.00%
Arbor Wealth Management LLC	161	$13.9K	0.01%
Kemnay Advisory Services Inc.	152	$13.1K	0.00%
DV Equities, LLC	138	$11.9K	0.00%
SageView Advisory Group, LLC	114	$9.82K	0.00%
Sound Income Strategies, LLC	101	$9.54K	0.00%
SHP Wealth Management	100	$8.62K	0.00%
Keating Financial Advisory Services, Inc.	35	$3.02K	0.00%
Godfrey Financial Associates, Inc.	22	$1.90K	0.00%
CWM Advisors, LLC	21	$1.81K	0.00%
Ankerstar Wealth, LLC	20	$1.72K	0.00%
Quent Capital, LLC	8	$689	0.00%
Optima Capital LLC	6	$517	0.00%
DV Trading LLC	4	$345	0.00%
Gilpin Wealth Management, LLC	3	$259	0.00%
Harbour Investments, Inc.	2	$172	0.00%
Dunhill Financial, LLC	1	$98	0.00%

Sold out (42)

Institutions that held Axos Financial, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of AX in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Jane Street Group, LLC	41,311	$3.50M
Assenagon Asset Management S.A.	22,898	$1.94M
NJ State Employees Deferred Compensation Plan	21,000	$1.78M
Two Sigma Advisers, LP	19,316	$1.64M
Lazard Asset Management LLC	16,282	$1.38M
Dark Forest Capital Management LP	14,554	$1.23M
Marshall Wace, LLP	10,580	$895.6K
Maltese Capital Management LLC	10,000	$846.5K
Integrated Advisors Network LLC	9,018	$763.4K
Dynamic Technology Lab Private Ltd	8,130	$688.0K
Y-Intercept (Hong Kong) Ltd	6,916	$585.4K
Toroso Investments, LLC	6,039	$511.2K
Inceptionr LLC	5,798	$490.8K
Oxford Asset Management LLP	5,604	$474.4K
Campbell & CO Investment Adviser LLC	5,134	$434.6K
Verition Fund Management LLC	4,831	$408.9K
Omers Administration Corp	4,400	$372.5K
Pathstone Holdings, LLC	4,018	$340.1K
SkyOak Wealth, LLC	3,433	$290.6K
MQS Management LLC	2,688	$227.5K
NovaPoint Capital, LLC	2,600	$220.1K
Farringdon Capital, Ltd.	2,592	$219.4K
New Age Alpha Advisors, LLC	2,558	$216.5K
GTS Securities LLC	2,463	$208.5K
Cambridge Investment Research Advisors, Inc.	2,437	$206.0K
Advantage Alpha Capital Partners LP	2,388	$202.1K
State of Wyoming	1,414	$119.7K
ISAM Funds (UK) Ltd	1,386	$117.3K
Advisory Services Network, LLC	1,232	$104.3K
BI Asset Management Fondsmaeglerselskab A/S	404	$34.0K
Brown Brothers Harriman & Co	341	$28.9K
Principal Securities, Inc.	277	$23.4K
Caitong International Asset Management Co., Ltd	276	$23.4K
Mather Group, LLC.	168	$14.2K
Newbridge Financial Services Group, Inc.	121	$10.2K
Wealthspire Advisors, LLC	115	$9.73K
Clayton Financial Group LLC	71	$6.01K
Aster Capital Management (DIFC) Ltd	52	$4.40K
Atlantic Trust, LLC	37	$3.13K
JPL Wealth Management, LLC	25	$2.12K
Cloud Capital Management, LLC	16	$1.00K
Tortoise Investment Management, LLC	2	$169

Not filed for Q4 2025 yet (7)

Institutions that held Axos Financial, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Jarislowsky, Fraser Ltd	382,183	$32.4M
AXA Investment Managers S.A.	28,332	$2.40M
Ridgewood Investments LLC	18,051	$1.53M
CIBC Bancorp USA Inc.	5,802	$491.1K
Kathleen S. Wright Associates Inc.	426	$36.1K
Hemington Wealth Management	114	$9.00K
Binnacle Investments Inc	9	$762