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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 37,306 | $3.21M | 0.01% | −488−1.3% | Reduced |
| Fieldview Capital Management, LLC | 35,960 | $3.10M | 0.53% | −9,352−20.6% | Reduced |
| State of Tennessee, Treasury Department | 31,196 | $3.09M | 0.01% | +7,118+29.6% | Added |
| Virginia Retirement Systems Et Al | 35,355 | $3.05M | 0.02% | 00.0% | Unchanged |
| Weiss Asset Management LP | 33,660 | $2.90M | 0.04% | +33,660 | New |
| LPL Financial LLC | 32,059 | $2.76M | 0.00% | +3,188+11.0% | Added |
| Ieq Capital, LLC | 30,660 | $2.64M | 0.01% | −2,329−7.1% | Reduced |
| Formula Growth Ltd | 30,624 | $2.64M | 1.02% | 00.0% | Unchanged |
| MetLife Investment Management | 30,023 | $2.59M | 0.01% | −1,639−5.2% | Reduced |
| Illinois Municipal Retirement Fund | 29,331 | $2.53M | 0.03% | +1,520+5.5% | Added |
| Intech Investment Management LLC | 29,034 | $2.50M | 0.02% | −30,283−51.1% | Reduced |
| Advisory Research Inc | 28,999 | $2.50M | 0.31% | +1,530+5.6% | Added |
| State of New Jersey Common Pension Fund D | 28,268 | $2.44M | 0.01% | +3,486+14.1% | Added |
| Federated Hermes, Inc. | 27,890 | $2.40M | 0.00% | +16,109+136.7% | Added |
| Manufacturers Life Insurance Company, The | 27,369 | $2.36M | 0.00% | −892−3.2% | Reduced |
| SEI Investments Co | 27,175 | $2.34M | 0.00% | +5,069+22.9% | Added |
| D.A. Davidson & Co. | 26,972 | $2.32M | 0.01% | −671−2.4% | Reduced |
| BNP Paribas Arbitrage, SA | 26,756 | $2.31M | 0.00% | −5,480−17.0% | Reduced |
| Louisiana State Employees Retirement System | 25,900 | $2.23M | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,723 | $2.22M | 0.00% | +161+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,287 | $2.18M | 0.00% | +10.0% | Added |
| Brevan Howard Capital Management LP | 25,000 | $2.15M | 0.04% | +25,000 | New |
| OP Asset Management Ltd | 24,696 | $2.13M | 0.03% | 00.0% | Unchanged |
| Destination Wealth Management | 24,400 | $2.10M | 0.06% | +24,400 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,194 | $2.08M | 0.00% | +23,787+5,844.5% | Added |
| Bank of Montreal | 23,211 | $2.00M | 0.00% | −173−0.7% | Reduced |
| HRT Financial LP | 22,084 | $1.90M | 0.01% | +6,814+44.6% | Added |
| D. E. Shaw & Co., Inc. | 21,655 | $1.87M | 0.00% | −26,494−55.0% | Reduced |
| Avenir Corp | 20,790 | $1.79M | 0.19% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 20,725 | $1.79M | 0.53% | +18,179+714.0% | Added |
| Natixis Advisors, L.P. | 20,575 | $1.77M | 0.00% | −66−0.3% | Reduced |
| Csenge Advisory Group | 20,549 | $1.77M | 0.08% | +4,550+28.4% | Added |
| Van Hulzen Asset Management, LLC | 20,138 | $1.74M | 0.13% | −2,266−10.1% | Reduced |
| New York State Common Retirement Fund | 18,967 | $1.63M | 0.00% | +1,300+7.4% | Added |
| Federation des caisses Desjardins du Quebec | 17,663 | $1.52M | 0.01% | +146+0.8% | Added |
| Wakefield Asset Management LLLP | 17,040 | $1.47M | 0.40% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 16,796 | $1.45M | 0.00% | −559−3.2% | Reduced |
| Yousif Capital Management, LLC | 15,437 | $1.44M | 0.02% | −2,132−12.1% | Reduced |
| Cetera Investment Advisers | 16,547 | $1.43M | 0.00% | +108+0.7% | Added |
| Boothbay Fund Management, LLC | 16,465 | $1.42M | 0.04% | −71,716−81.3% | Reduced |
| Amalgamated Bank | 16,318 | $1.41M | 0.01% | +153+0.9% | Added |
| Susquehanna International Group, LLP | 16,270 | $1.40M | 0.00% | −8,129−33.3% | Reduced |
| KLP Kapitalforvaltning AS | 15,900 | $1.37M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,891 | $1.37M | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,851 | $1.37M | 0.00% | +5,880+59.0% | Added |
| Handelsbanken Fonder AB | 15,695 | $1.35M | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 15,262 | $1.31M | 0.05% | −676−4.2% | Reduced |
| CCG Wealth Management, LLC | 15,200 | $1.31M | 0.56% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,131 | $1.30M | 0.01% | −717−4.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,871 | $1.28M | 0.01% | +132+0.9% | Added |
| DekaBank Deutsche Girozentrale | 22,226 | $1.25M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 14,480 | $1.25M | 0.00% | +11,981+479.4% | Added |
| Summit Global Investments | 14,203 | $1.22M | 0.07% | +3,734+35.7% | Added |
| Teachers Retirement System of the State of Kentucky | 14,037 | $1.21M | 0.01% | −1,091−7.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,023 | $1.21M | 0.01% | −334−2.3% | Reduced |
| Citadel Advisors LLC | 13,800 | $1.19M | 0.00% | +5,028+57.3% | Added |
| Credit Agricole S A | 13,610 | $1.17M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 13,229 | $1.14M | 0.00% | −3,484−20.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,015 | $1.12M | 0.01% | −3,238−19.9% | Reduced |
| Oregon Public Employees Retirement Fund | 13,004 | $1.12M | 0.01% | +300+2.4% | Added |
| Evolve Private Wealth, LLC | 12,906 | $1.11M | 0.07% | +12,906 | New |
| MML Investors Services, LLC | 12,820 | $1.10M | 0.00% | +2,665+26.2% | Added |
| Keel Point, LLC | 12,739 | $1.10M | 0.07% | +40.0% | Added |
| Teacher Retirement System of Texas | 12,648 | $1.09M | 0.00% | −3,623−22.3% | Reduced |
| Sterling Capital Management LLC | 12,326 | $1.06M | 0.02% | −498−3.9% | Reduced |
| Concurrent Investment Advisors, LLC | 12,232 | $1.05M | 0.01% | +6,597+117.1% | Added |
| Truist Financial Corp | 11,998 | $1.03M | 0.00% | −365−3.0% | Reduced |
| Mercer Global Advisors Inc | 11,697 | $1.01M | 0.00% | +798+7.3% | Added |
| Engineers Gate Manager LP | 11,693 | $1.01M | 0.01% | −5,613−32.4% | Reduced |
| Hancock Whitney Corp | 11,679 | $1.01M | 0.02% | +168+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,473 | $988.5K | 0.00% | +809+7.6% | Added |
| Nisa Investment Advisors, LLC | 11,415 | $983.5K | 0.00% | −37−0.3% | Reduced |
| Polen Capital Management LLC | 10,986 | $946.6K | 0.00% | +1,807+19.7% | Added |
| ProShare Advisors LLC | 10,607 | $913.9K | 0.00% | +319+3.1% | Added |
| TD Asset Management Inc | 10,595 | $912.9K | 0.00% | −235−2.2% | Reduced |
| Horizon Investment Services, LLC | 10,496 | $904.3K | 0.33% | −4,090−28.0% | Reduced |
| Great Lakes Advisors, LLC | 10,280 | $885.7K | 0.01% | −51−0.5% | Reduced |
| Inspire Advisors, LLC | 10,155 | $874.9K | 0.08% | −461−4.3% | Reduced |
| Guggenheim Capital LLC | 10,020 | $863.3K | 0.01% | +6,065+153.4% | Added |
| Vestcor Inc | 9,978 | $860.0K | 0.02% | −1,000−9.1% | Reduced |
| Simplex Trading, LLC | 9,980 | $859.9K | 0.02% | +4,324+76.4% | Added |
| CWM, LLC | 9,956 | $858.0K | 0.00% | −37−0.4% | Reduced |
| Quantbot Technologies LP | 9,937 | $856.2K | 0.03% | −11,217−53.0% | Reduced |
| Aviso Financial Inc. | 9,866 | $850.1K | 0.03% | −55−0.6% | Reduced |
| Voya Investment Management LLC | 9,648 | $831.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 9,118 | $785.7K | 0.00% | +1,276+16.3% | Added |
| Canada Pension Plan Investment Board | 9,000 | $775.4K | 0.00% | +9,000 | New |
| Gsa Capital Partners LLP | 8,745 | $753.0K | 0.06% | −12,844−59.5% | Reduced |
| Pinnacle Associates Ltd | 8,358 | $720.1K | 0.01% | +8+0.1% | Added |
| Maryland State Retirement & Pension System | 8,326 | $717.4K | 0.01% | +222+2.7% | Added |
| Jones Financial Companies LLLP | 7,587 | $653.7K | 0.00% | −923−10.8% | Reduced |
| James Investment Research Inc | 7,538 | $649.5K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,113 | $612.9K | 0.00% | +10+0.1% | Added |
| Balyasny Asset Management LLC | 7,074 | $609.5K | 0.00% | −51−0.7% | Reduced |
| Group One Trading, L.P. | 7,046 | $607.1K | 0.02% | +7,046 | New |
| CenterBook Partners LP | 6,822 | $587.8K | 0.03% | −13,487−66.4% | Reduced |
| Oak Associates, Ltd | 6,792 | $585.2K | 0.04% | −350−4.9% | Reduced |
| National Philanthropic Trust | 6,685 | $576.0K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,682 | $575.7K | 0.04% | +6,682 | New |
| PMC FIG Opportunities LLC | 6,548 | $564.2K | 0.89% | −33,048−83.5% | Reduced |