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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.

Institutional holdersQ4 2025: 379 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: 386 institutions
Value heldQ4 2025: $3.96B
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 2026386$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, Q4 2025

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q3 2025.

Institutions holding AX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)2,177$187.6K0.00%−186−7.9%Reduced
Rockefeller Capital Management L.P.2,186$188.3K0.00%+146+7.2%Added
Persistent Asset Partners Ltd2,338$201.4K0.10%−10,391−81.6%Reduced
Los Angeles Capital Management LLC2,550$202.3K0.00%00.0%Unchanged
NBC Securities, Inc.2,349$202.4K0.02%+389+19.8%Added
denkapparat Operations GmbH2,390$205.9K0.11%00.0%Unchanged
Fifth Third Wealth Advisors LLC2,392$206.1K0.01%+4+0.2%Added
Retirement Guys Formula LLC2,449$211.0K0.10%+30+1.2%Added
Forum Financial Management, LP2,461$212.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,482$213.8K0.00%00.0%Unchanged
Waldron Private Wealth LLC2,487$214.3K0.01%+2,487New
Neuberger Berman Group LLC2,505$215.8K0.00%−126−4.8%Reduced
Huntington National Bank2,508$216.1K0.00%−174−6.5%Reduced
Drive Wealth Management, LLC2,508$216.1K0.04%−6−0.2%Reduced
Hohimer Wealth Management, LLC2,510$216.3K0.03%−14−0.6%Reduced
RSM US Wealth Management LLC2,502$217.1K0.00%−17−0.7%Reduced
Palouse Capital Management, Inc.2,520$217.1K0.14%−84−3.2%Reduced
nVerses Capital, LLC2,560$220.6K0.49%+2,560New
Syon Capital LLC2,643$227.7K0.01%00.0%Unchanged
Verdence Capital Advisors LLC2,646$228.0K0.01%−1,528−36.6%Reduced
Pinnacle Wealth Planning Services, Inc.2,660$229.2K0.02%+183+7.4%Added
Arcus Capital Partners, LLC2,660$229.2K0.08%+224+9.2%Added
OpenArc Corporate Advisory, LLC2,666$229.7K0.00%+2,666New
Captrust Financial Advisors2,693$232.0K0.00%+199+8.0%Added
CI Private Wealth, LLC2,696$232.3K0.00%+168+6.6%Added
Sequoia Financial Advisors, LLC2,778$239.4K0.00%+2,778New
Swiss Life Asset Management Ltd2,847$245.3K0.00%+394+16.1%Added
Vontobel Holding Ltd.2,881$248.2K0.00%−76−2.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,996$258.1K0.00%00.0%Unchanged
Summitry LLC3,015$259.8K0.01%+451+17.6%Added
Cambria Investment Management, L.P.3,135$270.1K0.02%−145−4.4%Reduced
Bank of Nova Scotia Trust Co3,145$271.0K0.02%+3,145New
Merit Financial Group, LLC3,152$271.6K0.00%+176+5.9%Added
Bayforest Capital Ltd3,154$271.7K0.20%+2,251+249.3%Added
Bourgeon Capital Management LLC3,200$275.7K0.04%00.0%Unchanged
Mackenzie Financial Corp3,410$295.3K0.00%−115−3.3%Reduced
Ashton Thomas Private Wealth, LLC3,495$301.1K0.01%+113+3.3%Added
Universal- Beteiligungs- und Servicegesellschaft mbH3,543$305.3K0.00%+187+5.6%Added
XTX Topco Ltd3,569$307.5K0.01%+3,569New
STRS Ohio3,600$310.2K0.00%−500−12.2%Reduced
Earnest Partners LLC3,600$310.2K0.00%00.0%Unchanged
CIBC World Markets Corp3,601$310.3K0.00%+3,601New
Victory Financial Group, LLC3,640$313.6K0.04%+3,640New
Pensionmark Financial Group, LLC3,709$319.6K0.01%−112−2.9%Reduced
Crossmark Global Holdings, Inc.3,731$321.5K0.00%+5+0.1%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,760$324.0K0.01%+543+16.9%Added
Abel Hall, LLC3,838$330.7K0.08%+3,838New
Profund Advisors LLC3,907$336.6K0.01%+108+2.8%Added
J.W. Cole Advisors, Inc.4,615$348.9K0.01%−35−0.8%Reduced
O'Shaughnessy Asset Management, LLC4,088$352.2K0.00%−1,342−24.7%Reduced
JustInvest LLC4,139$356.6K0.00%+250+6.4%Added
Cim Investment Mangement Inc4,168$359.1K0.09%00.0%Unchanged
Pallas Capital Advisors LLC4,378$377.2K0.01%+8+0.2%Added
Ameritas Investment Partners, Inc.4,418$380.7K0.01%−130−2.9%Reduced
HighTower Advisors, LLC4,492$387.0K0.00%−95−2.1%Reduced
Ensign Peak Advisors, Inc4,497$387.5K0.00%−9,300−67.4%Reduced
Equitable Trust Co4,591$395.6K0.02%+4,591New
Venturi Wealth Management, LLC4,600$396.3K0.02%00.0%Unchanged
Mission Creek Capital Partners, Inc.4,631$399.0K0.08%00.0%Unchanged
Vise Technologies, Inc.4,713$406.1K0.01%+1,387+41.7%Added
Mutual Advisors, LLC4,723$406.9K0.01%+36+0.8%Added
Creative Planning4,797$413.3K0.00%+33+0.7%Added
Advisor Group Holdings, Inc.4,929$424.7K0.00%−357−6.8%Reduced
Alps Advisors Inc5,034$433.7K0.00%+55+1.1%Added
Foyston, Gordon, & Payne Inc5,189$447.1K0.10%+424+8.9%Added
Everence Capital Management Inc5,330$459.0K0.03%00.0%Unchanged
Cetera Trust Company, N.A5,495$473.4K0.25%+25+0.5%Added
EJF Capital LLC5,501$474.0K0.27%−1,694−23.5%Reduced
The PNC Financial Services Group, Inc.5,764$496.6K0.00%+19+0.3%Added
Keebeck Wealth Management, LLC5,885$507.1K0.06%+38+0.6%Added
Xponance, Inc.5,921$510.2K0.00%+30+0.5%Added
Coldstream Capital Management Inc6,034$519.9K0.01%+224+3.9%Added
Lido Advisors, LLC6,150$522.2K0.00%+150+2.5%Added
HSBC Holdings PLC6,266$538.4K0.00%−86−1.4%Reduced
Waterloo Capital, L.P.6,338$546.1K0.04%−26−0.4%Reduced
Premier Fund Managers Ltd6,402$556.0K0.03%−3,559−35.7%Reduced
Mutual of America Capital Management LLC6,474$557.8K0.01%+159+2.5%Added
Public Employees Retirement Association of Colorado6,505$560.0K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC6,523$562.0K0.03%00.0%Unchanged
PMC FIG Opportunities LLC6,548$564.2K0.89%−33,048−83.5%Reduced
DRW Securities, LLC6,682$575.7K0.04%+6,682New
National Philanthropic Trust6,685$576.0K0.01%00.0%Unchanged
Oak Associates, Ltd6,792$585.2K0.04%−350−4.9%Reduced
CenterBook Partners LP6,822$587.8K0.03%−13,487−66.4%Reduced
Group One Trading, L.P.7,046$607.1K0.02%+7,046New
Balyasny Asset Management LLC7,074$609.5K0.00%−51−0.7%Reduced
Stifel Financial Corp7,113$612.9K0.00%+10+0.1%Added
James Investment Research Inc7,538$649.5K0.07%00.0%Unchanged
Jones Financial Companies LLLP7,587$653.7K0.00%−923−10.8%Reduced
Maryland State Retirement & Pension System8,326$717.4K0.01%+222+2.7%Added
Pinnacle Associates Ltd8,358$720.1K0.01%+8+0.1%Added
Gsa Capital Partners LLP8,745$753.0K0.06%−12,844−59.5%Reduced
Canada Pension Plan Investment Board9,000$775.4K0.00%+9,000New
Mariner, LLC9,118$785.7K0.00%+1,276+16.3%Added
Voya Investment Management LLC9,648$831.3K0.00%00.0%Unchanged
Aviso Financial Inc.9,866$850.1K0.03%−55−0.6%Reduced
Quantbot Technologies LP9,937$856.2K0.03%−11,217−53.0%Reduced
CWM, LLC9,956$858.0K0.00%−37−0.4%Reduced
Simplex Trading, LLC9,980$859.9K0.02%+4,324+76.4%Added
Vestcor Inc9,978$860.0K0.02%−1,000−9.1%Reduced