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 |
|---|---|---|---|---|---|
| Signature Equity Partners, LLC | 529 | $45.6K | 0.03% | +529 | New |
| 1620 Investment Advisors, Inc. | 512 | $44.1K | 0.03% | −225−30.5% | Reduced |
| Hantz Financial Services, Inc. | 505 | $44.0K | 0.00% | +422+508.4% | Added |
| IFP Advisors, Inc | 507 | $43.7K | 0.00% | +8+1.6% | Added |
| Root Financial Partners, LLC | 494 | $42.6K | 0.00% | +21+4.4% | Added |
| Salomon & Ludwin, LLC | 441 | $39.5K | 0.00% | +133+43.2% | Added |
| Public Employees Retirement System of Ohio | 453 | $39.0K | 0.00% | −2−0.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 443 | $38.2K | 0.00% | +275+163.7% | Added |
| Fifth Third Bancorp | 438 | $37.7K | 0.00% | +25+6.1% | Added |
| True Wealth Design, LLC | 432 | $37.2K | 0.01% | −1−0.2% | Reduced |
| Basecamp Wealth Advisors LLC | 421 | $36.3K | 0.01% | +421 | New |
| TD Waterhouse Canada Inc. | 419 | $36.1K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 414 | $35.7K | 0.02% | +414 | New |
| Parallel Advisors, LLC | 364 | $31.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 344 | $29.6K | 0.00% | +57+19.9% | Added |
| Basepoint Wealth LLC | 328 | $28.3K | 0.02% | +328 | New |
| Nomura Asset Management Co Ltd | 310 | $26.7K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 303 | $26.1K | 0.00% | +303 | New |
| Armstrong Advisory Group, Inc | 292 | $25.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 249 | $22.6K | 0.00% | −4−1.6% | Reduced |
| Tidemark, LLC | 224 | $19.3K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 217 | $18.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 202 | $17.4K | 0.00% | +102+102.0% | Added |
| Danske Bank A/S | 200 | $17.2K | 0.00% | −13,787−98.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $14.1K | 0.00% | 00.0% | Unchanged |
| Arbor Wealth Management LLC | 161 | $13.9K | 0.01% | +161 | New |
| Signaturefd, LLC | 160 | $13.8K | 0.00% | −4−2.4% | Reduced |
| Kemnay Advisory Services Inc. | 152 | $13.1K | 0.00% | +152 | New |
| DV Equities, LLC | 138 | $11.9K | 0.00% | +138 | New |
| Bokf, NA | 124 | $10.7K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 114 | $9.82K | 0.00% | +114 | New |
| Quarry LP | 112 | $9.65K | 0.00% | −170−60.3% | Reduced |
| Sound Income Strategies, LLC | 101 | $9.54K | 0.00% | +101 | New |
| Bare Financial Services, Inc | 110 | $9.48K | 0.00% | +21+23.6% | Added |
| Massmutual Trust Co FSB | 109 | $9.39K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $8.79K | 0.00% | −242−70.3% | Reduced |
| Chelsea Counsel Co | 100 | $8.62K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 100 | $8.62K | 0.00% | +100 | New |
| Rothschild Investment LLC | 96 | $8.27K | 0.00% | +16+20.0% | Added |
| JFS Wealth Advisors, LLC | 87 | $7.50K | 0.00% | +20+29.9% | Added |
| Quadrant Capital Group LLC | 75 | $6.46K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 70 | $6.03K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 67 | $5.77K | 0.00% | +8+13.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 57 | $4.91K | 0.00% | 00.0% | Unchanged |
| 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 |
| Kilter Group LLC | 46 | $3.96K | 0.00% | +8+21.1% | Added |
| Northwestern Mutual Wealth Management Co | 44 | $3.79K | 0.00% | −45−50.6% | Reduced |
| Versant Capital Management, Inc | 39 | $3.36K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 35 | $3.02K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 35 | $3.02K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 34 | $2.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 33 | $2.84K | 0.00% | +4+13.8% | Added |
| Assetmark, Inc | 32 | $2.76K | 0.00% | −18−36.0% | Reduced |
| 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 |
| Scarborough Advisors, LLC | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $1.90K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 22 | $1.90K | 0.00% | +22 | New |
| CWM Advisors, LLC | 21 | $1.81K | 0.00% | +21 | New |
| Ankerstar Wealth, LLC | 20 | $1.72K | 0.00% | +20 | New |
| CIBC Private Wealth Group, LLC | 19 | $1.64K | 0.00% | +18+1,800.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $1.47K | 0.00% | +13+325.0% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | +6+75.0% | Added |
| SJS Investment Consulting Inc. | 8 | $690 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $689 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 8 | $689 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 6 | $517 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 6 | $517 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 6 | $516 | 0.00% | +1+20.0% | Added |
| HFM Investment Advisors, LLC | 5 | $431 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 4 | $345 | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $259 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $259 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 3 | $258 | 0.00% | −12−80.0% | Reduced |
| Harbour Investments, Inc. | 2 | $172 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $98 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |