Skip to main content
Livermore
Livermore
ZHEN

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; 387 institutions reported holding it in 13F filings for Q2 2026, worth $4.71B in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Axos Financial, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of AX: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders3798387+16
Shares45.9M6.14M47.7M+7.91M (+19.9%)
Value$3.96B$529.1M$4.05B+$622.9M (+18.2%)

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Axos Financial, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to AX in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC3,090,775$263.0M0.01%
Vanguard Capital Management LLC2,454,074$208.8M0.01%
Vanguard Fiduciary Trust Co368,241$31.3M0.01%
Militia Capital Management LLC100,000$8.51M1.91%
Philadelphia Financial Management of San Francisco, LLC88,200$7.50M2.40%
FIL Ltd85,000$7.23M0.01%
Vanguard Asset Management, Ltd51,578$4.39M0.00%
Global Frontier Investments LLC37,000$3.15M0.43%
Vanguard Global Advisers, LLC25,459$2.17M0.00%
Integrated Quantitative Investments LLC24,265$2.06M0.37%
Ridgewood Investments LLC18,051$1.54M0.63%
Qube Research & Technologies Ltd16,470$1.40M0.00%
Vanguard Investments Australia, Ltd.14,072$1.20M0.00%
Bullseye Investment Management, LLC12,160$1.03M0.56%
Legato Capital Management LLC9,474$806.1K0.07%
Yorktown Management & Research Co Inc6,000$510.5K0.43%
GTS Securities LLC5,903$502.3K0.02%
Jefferies Financial Group Inc.5,739$488.3K0.01%
Western Wealth Management, LLC4,854$413.0K0.02%
Mangrove Partners4,213$358.5K0.03%
DnB Asset Management AS3,300$280.8K0.00%
Mach-1 Financial Group, Inc.3,211$273.2K0.10%
Schonfeld Strategic Advisors LLC3,163$269.1K0.00%
Amundi3,047$259.3K0.00%
MQS Management LLC3,040$258.7K0.17%
Virtu Financial LLC3,009$256.0K0.01%
CIBC Bancorp USA Inc.2,775$236.1K0.00%
Summit Wealth Group LLC2,750$234.0K0.02%
Beacon Pointe Advisors, LLC2,594$220.7K0.00%
Cresset Asset Management, LLC2,377$202.3K0.00%
Advisory Services Network, LLC1,255$106.8K0.00%
Reyes Financial Architecture, Inc.592$50.4K0.04%
Harbor Capital Advisors, Inc.456$39.0K0.00%
State of Wyoming350$29.8K0.00%
Elequin Capital LP340$28.9K0.00%
Walleye Capital LLC337$28.7K0.00%
Cassaday & Co Wealth Management LLC190$16.2K0.00%
Twin Peaks Wealth Advisors, LLC188$16.0K0.00%
Mather Group, LLC.168$14.3K0.00%
Owl Creek Wealth Partners LLC84$7.15K0.00%
Anchor Investment Management, LLC65$5.53K0.00%
HHM Wealth Advisors, LLC55$4.68K0.00%
CVA Family Office, LLC42$3.57K0.00%
Freestone Grove Partners LP34$2.89K0.00%
JPL Wealth Management, LLC25$2.13K0.00%
Central Trust Co12$1.02K0.00%
Bogart Wealth, LLC5$4250.00%
Prestige Wealth Management Group LLC4$3410.00%
Vermillion Wealth Management, Inc.3$2550.00%
Curio Wealth, LLC2$1700.00%
Raffa Wealth Management, LLC1$850.00%

Sold out (35)

Institutions that held Axos Financial, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of AX in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Millennium Management LLC144,837$12.5M
National Asset Management, Inc.43,428$3.74M
Quest Partners LLC42,218$3.64M
Epoch Investment Partners, Inc.38,051$3.28M
Fieldview Capital Management, LLC35,960$3.10M
Weiss Asset Management LP33,660$2.90M
HRT Financial LP22,084$1.90M
NFJ Investment Group, LLC15,262$1.31M
DekaBank Deutsche Girozentrale22,226$1.25M
Guggenheim Capital LLC10,020$863.3K
Simplex Trading, LLC9,980$859.9K
Gsa Capital Partners LLP8,745$753.0K
DRW Securities, LLC6,682$575.7K
Mackenzie Financial Corp3,410$295.3K
Bayforest Capital Ltd3,154$271.7K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,996$258.1K
Vontobel Holding Ltd.2,881$248.2K
Sequoia Financial Advisors, LLC2,778$239.4K
nVerses Capital, LLC2,560$220.6K
Forum Financial Management, LP2,461$212.0K
Fifth Third Wealth Advisors LLC2,392$206.1K
Kestra Advisory Services, LLC1,292$111.3K
Exchange Traded Concepts, LLC1,030$88.7K
Horizon Investments, LLC1,030$88.7K
Flagship Harbor Advisors, LLC560$48.2K
Basepoint Wealth LLC328$28.3K
Eurizon Capital SGR S.p.A.303$26.1K
Danske Bank A/S200$17.2K
Arbor Wealth Management LLC161$13.9K
SageView Advisory Group, LLC114$9.82K
Vermillion & White Wealth Management Group, LLC57$4.91K
Optiver Holding B.V.51$4.39K
Scarborough Advisors, LLC25$2.15K
Optima Capital LLC6$517
DV Trading LLC4$345

Not filed for Q1 2026 yet (8)

Institutions that held Axos Financial, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc5,897,415$508.1M
Brandywine Global Investment Management, LLC125,371$10.8M
Militia Capital Partners, LP100,000$8.62M
Comerica Bank13,229$1.14M
CIBC World Markets Corp3,601$310.3K
Global Retirement Partners, LLC1,529$131.7K
DV Equities, LLC138$11.9K
CIBC Private Wealth Group, LLC19$1.64K