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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 56,364 | $4.86M | 0.01% | +56,364 | New |
| First Trust Advisors LP | 58,385 | $5.03M | 0.00% | −1,119−1.9% | Reduced |
| Envestnet Asset Management Inc | 60,381 | $5.20M | 0.00% | −6,203−9.3% | Reduced |
| LGT Fund Management Co Ltd. | 62,450 | $5.42M | 0.43% | +62,450 | New |
| Citigroup Inc | 64,526 | $5.56M | 0.00% | −9,716−13.1% | Reduced |
| Bessemer Group Inc | 64,717 | $5.58M | 0.01% | +64,369+18,496.8% | Added |
| Alliancebernstein L.P. | 65,564 | $5.65M | 0.00% | +3,554+5.7% | Added |
| Deutsche Bank AG | 66,511 | $5.73M | 0.00% | +1,259+1.9% | Added |
| Two Sigma Investments, LP | 68,678 | $5.92M | 0.01% | −110,987−61.8% | Reduced |
| WCM Investment Management, LLC | 69,971 | $6.07M | 0.01% | +69,971 | New |
| Wells Fargo & Company | 74,948 | $6.46M | 0.00% | +22,740+43.6% | Added |
| Victory Capital Management Inc | 75,721 | $6.52M | 0.00% | +13,265+21.2% | Added |
| Russell Investments Group, Ltd. | 79,784 | $6.87M | 0.01% | +1,416+1.8% | Added |
| Lord, Abbett & Co. LLC | 81,578 | $7.03M | 0.02% | −14,669−15.2% | Reduced |
| UBS Asset Management Americas Inc | 86,725 | $7.47M | 0.00% | +2,694+3.2% | Added |
| Renaissance Group LLC | 91,598 | $7.89M | 0.32% | −452−0.5% | Reduced |
| Ci Investments Inc. | 91,817 | $7.91M | 0.03% | +2,150+2.4% | Added |
| Empirical Finance, LLC | 95,566 | $8.23M | 0.39% | +25,800+37.0% | Added |
| Kestrel Investment Management Corp | 96,150 | $8.28M | 4.70% | −3,200−3.2% | Reduced |
| Royal Bank of Canada | 99,729 | $8.59M | 0.00% | −23,827−19.3% | Reduced |
| Militia Capital Partners, LP | 100,000 | $8.62M | 3.24% | +12,000+13.6% | Added |
| Barclays PLC | 103,107 | $8.88M | 0.00% | +11,967+13.1% | Added |
| Swiss National Bank | 106,000 | $9.13M | 0.01% | +2,400+2.3% | Added |
| Royce & Associates LP | 109,507 | $9.44M | 0.10% | +8,964+8.9% | Added |
| Voloridge Investment Management, LLC | 110,171 | $9.49M | 0.03% | −7,623−6.5% | Reduced |
| Prudential Financial Inc | 110,378 | $9.51M | 0.01% | −2,425−2.1% | Reduced |
| Cerity Partners LLC | 112,014 | $9.65M | 0.01% | +98,235+712.9% | Added |
| Arrowstreet Capital, Limited Partnership | 113,229 | $9.76M | 0.01% | +56,729+100.4% | Added |
| Empowered Funds, LLC | 123,879 | $10.7M | 0.18% | +26,000+26.6% | Added |
| Brandywine Global Investment Management, LLC | 125,371 | $10.8M | 0.07% | −4,700−3.6% | Reduced |
| Bank of America Corp | 131,570 | $11.3M | 0.00% | −11,035−7.7% | Reduced |
| Squarepoint Ops LLC | 134,773 | $11.6M | 0.02% | +128,504+2,049.8% | Added |
| Raymond James Financial Inc | 135,096 | $11.6M | 0.00% | −46,503−25.6% | Reduced |
| Legal & General Group Plc | 139,330 | $12.0M | 0.00% | −5,880−4.0% | Reduced |
| First Eagle Investment Management, LLC | 142,287 | $12.3M | 0.02% | +2,539+1.8% | Added |
| Osterweis Capital Management Inc | 142,685 | $12.3M | 0.52% | +730+0.5% | Added |
| Millennium Management LLC | 144,837 | $12.5M | 0.01% | −10,116−6.5% | Reduced |
| Edgestream Partners, L.P. | 151,130 | $13.0M | 0.37% | +3,988+2.7% | Added |
| State of Wisconsin Investment Board | 152,215 | $13.1M | 0.03% | +5,654+3.9% | Added |
| Rhumbline Advisers | 152,491 | $13.1M | 0.01% | −8,855−5.5% | Reduced |
| Ategra Capital Management, LLC | 153,342 | $13.2M | 7.55% | +13,000+9.3% | Added |
| Gator Capital Management, LLC | 176,340 | $15.2M | 3.14% | +22,285+14.5% | Added |
| Invesco Ltd. | 200,949 | $17.3M | 0.00% | −41,232−17.0% | Reduced |
| AQR Capital Management LLC | 232,636 | $20.0M | 0.01% | +7,337+3.3% | Added |
| Stieven Capital Advisors, L.P. | 255,859 | $22.0M | 4.09% | +18,900+8.0% | Added |
| UBS Group AG | 256,224 | $22.1M | 0.00% | −11,088−4.1% | Reduced |
| Public Sector Pension Investment Board | 271,415 | $23.4M | 0.08% | +51,480+23.4% | Added |
| Pembroke Management, LTD | 288,555 | $24.9M | 2.57% | +27,063+10.3% | Added |
| Loomis Sayles & Co L P | 306,206 | $26.4M | 0.03% | −45,421−12.9% | Reduced |
| Kennedy Capital Management, Inc. | 308,935 | $26.6M | 0.56% | +33,854+12.3% | Added |
| Allspring Global Investments Holdings, LLC | 313,216 | $27.4M | 0.04% | +55,373+21.5% | Added |
| JPMorgan Chase & Co | 320,485 | $27.6M | 0.00% | −10,401−3.1% | Reduced |
| Principal Financial Group Inc | 337,324 | $29.1M | 0.01% | +21,703+6.9% | Added |
| Emerald Mutual Fund Advisers Trust | 341,262 | $29.4M | 1.43% | 00.0% | Unchanged |
| Algert Global LLC | 346,800 | $29.9M | 0.47% | +17,320+5.3% | Added |
| Boston Partners | 349,273 | $30.4M | 0.03% | −30,819−8.1% | Reduced |
| Bragg Financial Advisors, Inc | 355,459 | $30.6M | 1.00% | +638+0.2% | Added |
| Goldman Sachs Group Inc | 371,086 | $32.0M | 0.00% | +133,529+56.2% | Added |
| 1832 Asset Management L.P. | 375,392 | $32.3M | 0.04% | +375,392 | New |
| Bank of New York Mellon Corp | 377,805 | $32.6M | 0.01% | −13,610−3.5% | Reduced |
| Shaker Investments LLC | 378,670 | $32.6M | 13.57% | −21,047−5.3% | Reduced |
| Nuveen, LLC | 408,747 | $35.2M | 0.01% | −34,692−7.8% | Reduced |
| Franklin Resources Inc | 455,161 | $39.2M | 0.01% | +40,983+9.9% | Added |
| Emerald Advisers, LLC | 521,379 | $44.9M | 1.38% | −7,533−1.4% | Reduced |
| Wellington Management Group LLP | 528,300 | $45.5M | 0.01% | +82,888+18.6% | Added |
| Morgan Stanley | 563,890 | $48.6M | 0.00% | +89,120+18.8% | Added |
| Wasatch Advisors Inc | 617,711 | $53.2M | 0.32% | −287,768−31.8% | Reduced |
| Geneva Capital Management LLC | 659,859 | $56.9M | 1.07% | −78,471−10.6% | Reduced |
| Northern Trust Corp | 665,033 | $57.3M | 0.01% | −24,727−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 721,572 | $62.2M | 0.01% | +52,250+7.8% | Added |
| Ameriprise Financial Inc | 753,598 | $64.9M | 0.01% | +43,821+6.2% | Added |
| Davis Asset Management, L.P. | 1,457,219 | $125.6M | 4.50% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,775,539 | $154.7M | 0.01% | +62,269+3.6% | Added |
| FMR LLC | 1,870,781 | $161.2M | 0.01% | +479,180+34.4% | Added |
| Dimensional Fund Advisors LP | 2,169,494 | $186.9M | 0.04% | −2,278−0.1% | Reduced |
| American Century Companies Inc | 2,474,755 | $213.2M | 0.11% | +61,243+2.5% | Added |
| State Street Corp | 2,696,323 | $232.3M | 0.01% | +13,669+0.5% | Added |
| Vanguard Group Inc | 5,897,415 | $508.1M | 0.01% | −31,265−0.5% | Reduced |
| BlackRock, Inc. | 8,330,302 | $717.7M | 0.01% | +176,954+2.2% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −41,311−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −22,898−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −19,316−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −16,282−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −14,554−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,580−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −9,018−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,130−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,916−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,039−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,798−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −5,604−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,134−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,831−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −4,018−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −3,433−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,688−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |