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, 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
- 379
- +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
- 143 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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $98 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 2 | $172 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 3 | $258 | 0.00% | −12−80.0% | Reduced |
| Abound Wealth Management | 3 | $259 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $259 | 0.00% | +3 | New |
| DV Trading LLC | 4 | $345 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $431 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $516 | 0.00% | +1+20.0% | Added |
| Rialto Wealth Management, LLC | 6 | $517 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 6 | $517 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 8 | $689 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 8 | $689 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $690 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | +6+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $1.47K | 0.00% | +13+325.0% | Added |
| CIBC Private Wealth Group, LLC | 19 | $1.64K | 0.00% | +18+1,800.0% | Added |
| Ankerstar Wealth, LLC | 20 | $1.72K | 0.00% | +20 | New |
| CWM Advisors, LLC | 21 | $1.81K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 22 | $1.90K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 22 | $1.90K | 0.00% | +22 | New |
| Scarborough Advisors, LLC | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 31 | $2.67K | 0.00% | −100−76.3% | Reduced |
| Larson Financial Group LLC | 31 | $2.67K | 0.00% | +21+210.0% | Added |
| Assetmark, Inc | 32 | $2.76K | 0.00% | −18−36.0% | Reduced |
| Fortitude Family Office, LLC | 33 | $2.84K | 0.00% | +4+13.8% | Added |
| Farmers & Merchants Investments Inc | 34 | $2.93K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 35 | $3.02K | 0.00% | +35 | New |
| Colonial Trust Co | 35 | $3.02K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $3.36K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 44 | $3.79K | 0.00% | −45−50.6% | Reduced |
| Kilter Group LLC | 46 | $3.96K | 0.00% | +8+21.1% | Added |
| Optiver Holding B.V. | 51 | $4.39K | 0.00% | −194−79.2% | Reduced |
| CoreCap Advisors, LLC | 51 | $4.39K | 0.00% | −3−5.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 57 | $4.91K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 67 | $5.77K | 0.00% | +8+13.6% | Added |
| Vision Financial Markets LLC | 70 | $6.03K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 75 | $6.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $7.50K | 0.00% | +20+29.9% | Added |
| Rothschild Investment LLC | 96 | $8.27K | 0.00% | +16+20.0% | Added |
| Chelsea Counsel Co | 100 | $8.62K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 100 | $8.62K | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 102 | $8.79K | 0.00% | −242−70.3% | Reduced |
| Massmutual Trust Co FSB | 109 | $9.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 110 | $9.48K | 0.00% | +21+23.6% | Added |
| Sound Income Strategies, LLC | 101 | $9.54K | 0.00% | +101 | New |
| Quarry LP | 112 | $9.65K | 0.00% | −170−60.3% | Reduced |
| SageView Advisory Group, LLC | 114 | $9.82K | 0.00% | +114 | New |
| Bokf, NA | 124 | $10.7K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 138 | $11.9K | 0.00% | +138 | New |
| Kemnay Advisory Services Inc. | 152 | $13.1K | 0.00% | +152 | New |
| Signaturefd, LLC | 160 | $13.8K | 0.00% | −4−2.4% | Reduced |
| Arbor Wealth Management LLC | 161 | $13.9K | 0.01% | +161 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $14.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $17.2K | 0.00% | −13,787−98.6% | Reduced |
| Private Trust Co NA | 202 | $17.4K | 0.00% | +102+102.0% | Added |
| Clark Wealth Partners | 217 | $18.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 224 | $19.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 249 | $22.6K | 0.00% | −4−1.6% | Reduced |
| Armstrong Advisory Group, Inc | 292 | $25.2K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 303 | $26.1K | 0.00% | +303 | New |
| Nomura Asset Management Co Ltd | 310 | $26.7K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 328 | $28.3K | 0.02% | +328 | New |
| Umb Bank N A | 344 | $29.6K | 0.00% | +57+19.9% | Added |
| Parallel Advisors, LLC | 364 | $31.4K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 414 | $35.7K | 0.02% | +414 | New |
| TD Waterhouse Canada Inc. | 419 | $36.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 421 | $36.3K | 0.01% | +421 | New |
| True Wealth Design, LLC | 432 | $37.2K | 0.01% | −1−0.2% | Reduced |
| Fifth Third Bancorp | 438 | $37.7K | 0.00% | +25+6.1% | Added |
| Transamerica Financial Advisors, Inc. | 443 | $38.2K | 0.00% | +275+163.7% | Added |
| Public Employees Retirement System of Ohio | 453 | $39.0K | 0.00% | −2−0.4% | Reduced |
| Salomon & Ludwin, LLC | 441 | $39.5K | 0.00% | +133+43.2% | Added |
| Root Financial Partners, LLC | 494 | $42.6K | 0.00% | +21+4.4% | Added |
| IFP Advisors, Inc | 507 | $43.7K | 0.00% | +8+1.6% | Added |
| Hantz Financial Services, Inc. | 505 | $44.0K | 0.00% | +422+508.4% | Added |
| 1620 Investment Advisors, Inc. | 512 | $44.1K | 0.03% | −225−30.5% | Reduced |
| Signature Equity Partners, LLC | 529 | $45.6K | 0.03% | +529 | New |
| EverSource Wealth Advisors, LLC | 537 | $46.3K | 0.00% | +60+12.6% | Added |
| Flagship Harbor Advisors, LLC | 560 | $48.2K | 0.00% | +560 | New |
| Parkside Financial Bank & Trust | 835 | $71.9K | 0.01% | −2−0.2% | Reduced |
| Medallion Wealth Advisors, LLC | 896 | $77.2K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 975 | $84.0K | 0.03% | −12−1.2% | Reduced |
| Horizon Investments, LLC | 1,030 | $88.7K | 0.00% | −22,566−95.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,030 | $88.7K | 0.00% | +1,030 | New |
| Covestor Ltd | 1,028 | $89.0K | 0.05% | +81+8.6% | Added |
| Advisors Asset Management, Inc. | 1,062 | $91.5K | 0.00% | −284−21.1% | Reduced |
| Aquatic Capital Management LLC | 1,084 | $93.4K | 0.00% | +1,084 | New |
| Clearstead Advisors, LLC | 1,099 | $94.7K | 0.00% | +498+82.9% | Added |
| GWM Advisors LLC | 1,105 | $95.2K | 0.00% | +205+22.8% | Added |
| National Bank of Canada | 1,151 | $99.1K | 0.00% | −469−29.0% | Reduced |
| Kestra Advisory Services, LLC | 1,292 | $111.3K | 0.00% | +1,292 | New |
| Sprucegrove Investment Management Ltd | 1,400 | $120.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,500 | $129.2K | 0.00% | −153−9.3% | Reduced |
| Global Retirement Partners, LLC | 1,529 | $131.7K | 0.00% | +1,284+524.1% | Added |
| KBC Group NV | 1,592 | $137.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,632 | $140.6K | 0.00% | −3,432−67.8% | Reduced |
| Smartleaf Asset Management LLC | 1,672 | $145.1K | 0.01% | +93+5.9% | Added |
| GAMMA Investing LLC | 2,162 | $186.3K | 0.01% | +5+0.2% | Added |