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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 10,020 | $863.3K | 0.01% | +6,065+153.4% | Added |
| Inspire Advisors, LLC | 10,155 | $874.9K | 0.08% | −461−4.3% | Reduced |
| Great Lakes Advisors, LLC | 10,280 | $885.7K | 0.01% | −51−0.5% | Reduced |
| Horizon Investment Services, LLC | 10,496 | $904.3K | 0.33% | −4,090−28.0% | Reduced |
| TD Asset Management Inc | 10,595 | $912.9K | 0.00% | −235−2.2% | Reduced |
| ProShare Advisors LLC | 10,607 | $913.9K | 0.00% | +319+3.1% | Added |
| Polen Capital Management LLC | 10,986 | $946.6K | 0.00% | +1,807+19.7% | Added |
| Nisa Investment Advisors, LLC | 11,415 | $983.5K | 0.00% | −37−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,473 | $988.5K | 0.00% | +809+7.6% | Added |
| Hancock Whitney Corp | 11,679 | $1.01M | 0.02% | +168+1.5% | Added |
| Engineers Gate Manager LP | 11,693 | $1.01M | 0.01% | −5,613−32.4% | Reduced |
| Mercer Global Advisors Inc | 11,697 | $1.01M | 0.00% | +798+7.3% | Added |
| Truist Financial Corp | 11,998 | $1.03M | 0.00% | −365−3.0% | Reduced |
| Concurrent Investment Advisors, LLC | 12,232 | $1.05M | 0.01% | +6,597+117.1% | Added |
| Sterling Capital Management LLC | 12,326 | $1.06M | 0.02% | −498−3.9% | Reduced |
| Teacher Retirement System of Texas | 12,648 | $1.09M | 0.00% | −3,623−22.3% | Reduced |
| Keel Point, LLC | 12,739 | $1.10M | 0.07% | +40.0% | Added |
| MML Investors Services, LLC | 12,820 | $1.10M | 0.00% | +2,665+26.2% | Added |
| Evolve Private Wealth, LLC | 12,906 | $1.11M | 0.07% | +12,906 | New |
| Oregon Public Employees Retirement Fund | 13,004 | $1.12M | 0.01% | +300+2.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 13,015 | $1.12M | 0.01% | −3,238−19.9% | Reduced |
| Comerica Bank | 13,229 | $1.14M | 0.00% | −3,484−20.8% | Reduced |
| Credit Agricole S A | 13,610 | $1.17M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,800 | $1.19M | 0.00% | +5,028+57.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,023 | $1.21M | 0.01% | −334−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,037 | $1.21M | 0.01% | −1,091−7.2% | Reduced |
| Summit Global Investments | 14,203 | $1.22M | 0.07% | +3,734+35.7% | Added |
| US Bancorp | 14,480 | $1.25M | 0.00% | +11,981+479.4% | Added |
| DekaBank Deutsche Girozentrale | 22,226 | $1.25M | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 14,871 | $1.28M | 0.01% | +132+0.9% | Added |
| Arizona State Retirement System | 15,131 | $1.30M | 0.01% | −717−4.5% | Reduced |
| CCG Wealth Management, LLC | 15,200 | $1.31M | 0.56% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 15,262 | $1.31M | 0.05% | −676−4.2% | Reduced |
| Handelsbanken Fonder AB | 15,695 | $1.35M | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,851 | $1.37M | 0.00% | +5,880+59.0% | Added |
| State Board of Administration of Florida Retirement System | 15,891 | $1.37M | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 15,900 | $1.37M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,270 | $1.40M | 0.00% | −8,129−33.3% | Reduced |
| Amalgamated Bank | 16,318 | $1.41M | 0.01% | +153+0.9% | Added |
| Boothbay Fund Management, LLC | 16,465 | $1.42M | 0.04% | −71,716−81.3% | Reduced |
| Cetera Investment Advisers | 16,547 | $1.43M | 0.00% | +108+0.7% | Added |
| Yousif Capital Management, LLC | 15,437 | $1.44M | 0.02% | −2,132−12.1% | Reduced |
| Quantinno Capital Management LP | 16,796 | $1.45M | 0.00% | −559−3.2% | Reduced |
| Wakefield Asset Management LLLP | 17,040 | $1.47M | 0.40% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17,663 | $1.52M | 0.01% | +146+0.8% | Added |
| New York State Common Retirement Fund | 18,967 | $1.63M | 0.00% | +1,300+7.4% | Added |
| Van Hulzen Asset Management, LLC | 20,138 | $1.74M | 0.13% | −2,266−10.1% | Reduced |
| Csenge Advisory Group | 20,549 | $1.77M | 0.08% | +4,550+28.4% | Added |
| Natixis Advisors, L.P. | 20,575 | $1.77M | 0.00% | −66−0.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 20,725 | $1.79M | 0.53% | +18,179+714.0% | Added |
| Avenir Corp | 20,790 | $1.79M | 0.19% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 21,655 | $1.87M | 0.00% | −26,494−55.0% | Reduced |
| HRT Financial LP | 22,084 | $1.90M | 0.01% | +6,814+44.6% | Added |
| Bank of Montreal | 23,211 | $2.00M | 0.00% | −173−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,194 | $2.08M | 0.00% | +23,787+5,844.5% | Added |
| Destination Wealth Management | 24,400 | $2.10M | 0.06% | +24,400 | New |
| OP Asset Management Ltd | 24,696 | $2.13M | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 25,000 | $2.15M | 0.04% | +25,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 25,287 | $2.18M | 0.00% | +10.0% | Added |
| Commonwealth Equity Services, LLC | 25,723 | $2.22M | 0.00% | +161+0.6% | Added |
| Louisiana State Employees Retirement System | 25,900 | $2.23M | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 26,756 | $2.31M | 0.00% | −5,480−17.0% | Reduced |
| D.A. Davidson & Co. | 26,972 | $2.32M | 0.01% | −671−2.4% | Reduced |
| SEI Investments Co | 27,175 | $2.34M | 0.00% | +5,069+22.9% | Added |
| Manufacturers Life Insurance Company, The | 27,369 | $2.36M | 0.00% | −892−3.2% | Reduced |
| Federated Hermes, Inc. | 27,890 | $2.40M | 0.00% | +16,109+136.7% | Added |
| State of New Jersey Common Pension Fund D | 28,268 | $2.44M | 0.01% | +3,486+14.1% | Added |
| Advisory Research Inc | 28,999 | $2.50M | 0.31% | +1,530+5.6% | Added |
| Intech Investment Management LLC | 29,034 | $2.50M | 0.02% | −30,283−51.1% | Reduced |
| Illinois Municipal Retirement Fund | 29,331 | $2.53M | 0.03% | +1,520+5.5% | Added |
| MetLife Investment Management | 30,023 | $2.59M | 0.01% | −1,639−5.2% | Reduced |
| Formula Growth Ltd | 30,624 | $2.64M | 1.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 30,660 | $2.64M | 0.01% | −2,329−7.1% | Reduced |
| LPL Financial LLC | 32,059 | $2.76M | 0.00% | +3,188+11.0% | Added |
| Weiss Asset Management LP | 33,660 | $2.90M | 0.04% | +33,660 | New |
| Virginia Retirement Systems Et Al | 35,355 | $3.05M | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 31,196 | $3.09M | 0.01% | +7,118+29.6% | Added |
| Fieldview Capital Management, LLC | 35,960 | $3.10M | 0.53% | −9,352−20.6% | Reduced |
| New York State Teachers Retirement System | 37,306 | $3.21M | 0.01% | −488−1.3% | Reduced |
| State of Alaska, Department of Revenue | 37,686 | $3.25M | 0.03% | +7,017+22.9% | Added |
| Epoch Investment Partners, Inc. | 38,051 | $3.28M | 0.02% | −7,338−16.2% | Reduced |
| Connors Investor Services Inc | 38,228 | $3.29M | 0.28% | −990−2.5% | Reduced |
| SG Americas Securities, LLC | 38,444 | $3.31M | 0.00% | +15,509+67.6% | Added |
| Orchard Capital Managment, LLC | 39,674 | $3.42M | 2.97% | +635+1.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 40,700 | $3.50M | 0.14% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 39,662 | $3.59M | 0.00% | −757−1.9% | Reduced |
| Quest Partners LLC | 42,218 | $3.64M | 0.20% | −5,621−11.7% | Reduced |
| National Asset Management, Inc. | 43,428 | $3.74M | 0.18% | 00.0% | Unchanged |
| Colony Group, LLC | 45,066 | $3.82M | 0.00% | +1,149+2.6% | Added |
| Argent Capital Management LLC | 45,757 | $3.94M | 0.11% | −7,933−14.8% | Reduced |
| Thrivent Financial for Lutherans | 46,670 | $4.03M | 0.01% | −666−1.4% | Reduced |
| Bridgeway Capital Management, LLC | 47,300 | $4.08M | 0.09% | −4,700−9.0% | Reduced |
| Rafferty Asset Management, LLC | 47,897 | $4.13M | 0.01% | −11,892−19.9% | Reduced |
| Great West Life Assurance Co | 48,829 | $4.20M | 0.01% | −9,333−16.0% | Reduced |
| Janus Henderson Group PLC | 51,022 | $4.39M | 0.00% | −50,518−49.8% | Reduced |
| California State Teachers Retirement System | 51,055 | $4.40M | 0.00% | +1,169+2.3% | Added |
| Price T Rowe Associates Inc | 51,484 | $4.44M | 0.00% | +2,138+4.3% | Added |
| Fred Alger Management, LLC | 54,641 | $4.71M | 0.02% | −16,800−23.5% | Reduced |
| TCW Group Inc | 55,120 | $4.75M | 0.03% | −4,500−7.5% | Reduced |
| S&T Bank | 55,480 | $4.78M | 1.51% | −10,470−15.9% | Reduced |