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, Q1 2026
Institutional positions in Axos Financial, Inc. as of Mar 31, 2026. 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
- 387
- +16 vs. Q4 2025
- Shares held
- 47.7M
- +7.91M (+19.9%) vs. Q4 2025
- Total value
- $4.05B
- +$622.9M (+18.2%) vs. Q4 2025
- New holders
- 51
- 143 more added
- Sold out
- 35
- 133 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,321,298 | $708.1M | 0.01% | −9,004−0.1% | Reduced |
| Vanguard Portfolio Management LLC | 3,090,775 | $263.0M | 0.01% | +3,090,775 | New |
| State Street Corp | 2,816,697 | $239.7M | 0.01% | +120,374+4.5% | Added |
| American Century Companies Inc | 2,510,407 | $213.6M | 0.11% | +35,652+1.4% | Added |
| Vanguard Capital Management LLC | 2,454,074 | $208.8M | 0.01% | +2,454,074 | New |
| FMR LLC | 2,437,674 | $207.4M | 0.01% | +566,893+30.3% | Added |
| Dimensional Fund Advisors LP | 2,177,003 | $185.2M | 0.04% | +7,509+0.3% | Added |
| Geode Capital Management, LLC | 1,958,430 | $168.5M | 0.01% | +182,891+10.3% | Added |
| Davis Asset Management, L.P. | 1,535,219 | $124.0M | 3.59% | +78,000+5.4% | Added |
| Wellington Management Group LLP | 837,853 | $71.3M | 0.01% | +309,553+58.6% | Added |
| Franklin Resources Inc | 754,994 | $64.2M | 0.02% | +299,833+65.9% | Added |
| Charles Schwab Investment Management Inc | 732,081 | $62.3M | 0.01% | +10,509+1.5% | Added |
| Ameriprise Financial Inc | 708,489 | $60.3M | 0.01% | −45,109−6.0% | Reduced |
| Northern Trust Corp | 684,712 | $58.3M | 0.01% | +19,679+3.0% | Added |
| Wasatch Advisors Inc | 616,381 | $52.4M | 0.35% | −1,330−0.2% | Reduced |
| Geneva Capital Management LLC | 608,081 | $51.7M | 1.10% | −51,778−7.8% | Reduced |
| Invesco Ltd. | 546,306 | $46.5M | 0.00% | +345,357+171.9% | Added |
| Morgan Stanley | 543,627 | $46.3M | 0.00% | −20,263−3.6% | Reduced |
| Emerald Advisers, LLC | 496,232 | $42.2M | 1.34% | −25,147−4.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 432,739 | $37.2M | 0.06% | +119,523+38.2% | Added |
| Boston Partners | 413,152 | $35.2M | 0.04% | +63,879+18.3% | Added |
| 1832 Asset Management L.P. | 379,784 | $32.3M | 0.04% | +4,392+1.2% | Added |
| Shaker Investments LLC | 368,712 | $31.4M | 14.28% | −9,958−2.6% | Reduced |
| Bank of New York Mellon Corp | 368,667 | $31.4M | 0.01% | −9,138−2.4% | Reduced |
| Vanguard Fiduciary Trust Co | 368,241 | $31.3M | 0.01% | +368,241 | New |
| Bragg Financial Advisors, Inc | 355,868 | $30.3M | 0.96% | +409+0.1% | Added |
| Principal Financial Group Inc | 353,951 | $30.1M | 0.02% | +16,627+4.9% | Added |
| Goldman Sachs Group Inc | 353,689 | $30.1M | 0.00% | −17,397−4.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 336,740 | $28.7M | 1.39% | −4,522−1.3% | Reduced |
| UBS Group AG | 301,816 | $25.7M | 0.00% | +45,592+17.8% | Added |
| Loomis Sayles & Co L P | 298,514 | $25.4M | 0.03% | −7,692−2.5% | Reduced |
| Public Sector Pension Investment Board | 289,060 | $24.6M | 0.08% | +17,645+6.5% | Added |
| JPMorgan Chase & Co | 262,853 | $21.8M | 0.00% | −57,632−18.0% | Reduced |
| Nuveen, LLC | 250,394 | $21.3M | 0.01% | −158,353−38.7% | Reduced |
| Stieven Capital Advisors, L.P. | 240,745 | $20.5M | 4.38% | −15,114−5.9% | Reduced |
| AQR Capital Management LLC | 234,747 | $20.0M | 0.01% | +2,111+0.9% | Added |
| Kennedy Capital Management, Inc. | 231,387 | $19.7M | 0.42% | −77,548−25.1% | Reduced |
| Bank of America Corp | 221,656 | $18.9M | 0.00% | +90,086+68.5% | Added |
| Empowered Funds, LLC | 216,366 | $18.4M | 0.12% | +92,487+74.7% | Added |
| Algert Global LLC | 191,844 | $16.3M | 0.25% | −154,956−44.7% | Reduced |
| Gator Capital Management, LLC | 186,840 | $15.9M | 3.39% | +10,500+6.0% | Added |
| Squarepoint Ops LLC | 180,407 | $15.4M | 0.03% | +45,634+33.9% | Added |
| Empirical Finance, LLC | 178,281 | $15.2M | 0.71% | +82,715+86.6% | Added |
| First Eagle Investment Management, LLC | 164,612 | $14.0M | 0.02% | +22,325+15.7% | Added |
| Osterweis Capital Management Inc | 163,740 | $13.9M | 0.72% | +21,055+14.8% | Added |
| CCG Wealth Management, LLC | 162,896 | $13.9M | 3.76% | +147,696+971.7% | Added |
| Rhumbline Advisers | 156,373 | $13.3M | 0.01% | +3,882+2.5% | Added |
| Pembroke Management, LTD | 148,591 | $12.6M | 1.83% | −139,964−48.5% | Reduced |
| State of Wisconsin Investment Board | 143,781 | $12.2M | 0.03% | −8,434−5.5% | Reduced |
| Raymond James Financial Inc | 143,565 | $12.2M | 0.00% | +8,469+6.3% | Added |
| Brevan Howard Capital Management LP | 135,129 | $11.5M | 0.12% | +110,129+440.5% | Added |
| Royce & Associates LP | 134,616 | $11.5M | 0.11% | +25,109+22.9% | Added |
| Legal & General Group Plc | 126,615 | $10.8M | 0.00% | −12,715−9.1% | Reduced |
| Cerity Partners LLC | 125,212 | $10.7M | 0.02% | +13,198+11.8% | Added |
| Arrowstreet Capital, Limited Partnership | 122,888 | $10.5M | 0.01% | +9,659+8.5% | Added |
| Prudential Financial Inc | 121,998 | $10.4M | 0.01% | +11,620+10.5% | Added |
| Ategra Capital Management, LLC | 113,765 | $9.68M | 5.39% | −39,577−25.8% | Reduced |
| Renaissance Group LLC | 113,384 | $9.65M | 0.40% | +21,786+23.8% | Added |
| Swiss National Bank | 106,400 | $9.05M | 0.01% | +400+0.4% | Added |
| Militia Capital Management LLC | 100,000 | $8.51M | 1.91% | +100,000 | New |
| Royal Bank of Canada | 98,217 | $8.36M | 0.00% | −1,512−1.5% | Reduced |
| Kestrel Investment Management Corp | 95,150 | $8.10M | 4.83% | −1,000−1.0% | Reduced |
| UBS Asset Management Americas Inc | 94,671 | $8.06M | 0.00% | +7,946+9.2% | Added |
| Victory Capital Management Inc | 94,637 | $8.05M | 0.01% | +18,916+25.0% | Added |
| Argent Capital Management LLC | 93,929 | $7.99M | 0.25% | +48,172+105.3% | Added |
| WCM Investment Management, LLC | 95,366 | $7.90M | 0.02% | +25,395+36.3% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 88,200 | $7.50M | 2.40% | +88,200 | New |
| Ci Investments Inc. | 85,017 | $7.23M | 0.04% | −6,800−7.4% | Reduced |
| FIL Ltd | 85,000 | $7.23M | 0.01% | +85,000 | New |
| Bessemer Group Inc | 84,354 | $7.18M | 0.01% | +19,637+30.3% | Added |
| Lord, Abbett & Co. LLC | 79,997 | $6.81M | 0.02% | −1,581−1.9% | Reduced |
| Envestnet Asset Management Inc | 77,537 | $6.60M | 0.00% | +17,156+28.4% | Added |
| Citadel Advisors LLC | 68,790 | $5.85M | 0.00% | +54,990+398.5% | Added |
| Boothbay Fund Management, LLC | 67,780 | $5.77M | 0.14% | +51,315+311.7% | Added |
| Alliancebernstein L.P. | 66,030 | $5.69M | 0.00% | +466+0.7% | Added |
| Voloridge Investment Management, LLC | 63,455 | $5.40M | 0.02% | −46,716−42.4% | Reduced |
| First Trust Advisors LP | 63,111 | $5.37M | 0.00% | +4,726+8.1% | Added |
| LGT Fund Management Co Ltd. | 62,450 | $5.31M | 0.23% | 00.0% | Unchanged |
| California State Teachers Retirement System | 62,401 | $5.31M | 0.01% | +11,346+22.2% | Added |
| Price T Rowe Associates Inc | 62,145 | $5.29M | 0.00% | +10,661+20.7% | Added |
| PMC FIG Opportunities LLC | 59,280 | $5.04M | 7.81% | +52,732+805.3% | Added |
| Quantinno Capital Management LP | 56,525 | $4.81M | 0.01% | +39,729+236.5% | Added |
| Citigroup Inc | 55,702 | $4.74M | 0.00% | −8,824−13.7% | Reduced |
| TCW Group Inc | 53,520 | $4.55M | 0.03% | −1,600−2.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 51,756 | $4.40M | 0.01% | −4,608−8.2% | Reduced |
| Vanguard Asset Management, Ltd | 51,578 | $4.39M | 0.00% | +51,578 | New |
| Deutsche Bank AG | 48,094 | $4.09M | 0.00% | −18,417−27.7% | Reduced |
| Russell Investments Group, Ltd. | 47,450 | $4.04M | 0.00% | −32,334−40.5% | Reduced |
| Great West Life Assurance Co | 46,520 | $3.96M | 0.01% | −2,309−4.7% | Reduced |
| Thrivent Financial for Lutherans | 45,926 | $3.91M | 0.01% | −744−1.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,700 | $3.80M | 0.15% | +4,000+9.8% | Added |
| S&T Bank | 42,514 | $3.62M | 1.35% | −12,966−23.4% | Reduced |
| Colony Group, LLC | 42,294 | $3.60M | 0.00% | −2,772−6.2% | Reduced |
| Rafferty Asset Management, LLC | 42,252 | $3.60M | 0.01% | −5,645−11.8% | Reduced |
| New York State Teachers Retirement System | 40,953 | $3.48M | 0.01% | +3,647+9.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,879 | $3.40M | 0.01% | +217+0.5% | Added |
| Susquehanna International Group, LLP | 39,364 | $3.35M | 0.00% | +23,094+141.9% | Added |
| Global Frontier Investments LLC | 37,000 | $3.15M | 0.43% | +37,000 | New |
| State of Alaska, Department of Revenue | 36,763 | $3.13M | 0.03% | −923−2.4% | Reduced |
| Fred Alger Management, LLC | 35,888 | $3.05M | 0.01% | −18,753−34.3% | Reduced |