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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −1,026−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $85 | 0.00% | −2−66.7% | Reduced |
| Raffa Wealth Management, LLC | 1 | $85 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $170 | 0.00% | +2 | New |
| Aquatic Capital Management LLC | 3 | $255 | 0.00% | −1,081−99.7% | Reduced |
| Vermillion Wealth Management, Inc. | 3 | $255 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $256 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $341 | 0.00% | −13−76.5% | Reduced |
| Gilpin Wealth Management, LLC | 4 | $341 | 0.00% | +1+33.3% | Added |
| Prestige Wealth Management Group LLC | 4 | $341 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $425 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $425 | 0.00% | +5 | New |
| Quent Capital, LLC | 8 | $681 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $681 | 0.00% | +2+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $765 | 0.00% | +3+50.0% | Added |
| Bruce G. Allen Investments, LLC | 10 | $851 | 0.00% | +2+25.0% | Added |
| Avion Wealth | 20 | $1.00K | 0.00% | +6+42.9% | Added |
| Central Trust Co | 12 | $1.02K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.28K | 0.00% | +7+87.5% | Added |
| Torren Management, LLC | 16 | $1.36K | 0.00% | −398−96.1% | Reduced |
| Godfrey Financial Associates, Inc. | 18 | $1.53K | 0.00% | −4−18.2% | Reduced |
| Ankerstar Wealth, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $1.87K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 22 | $1.90K | 0.00% | +1+4.8% | Added |
| JPL Wealth Management, LLC | 25 | $2.13K | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 31 | $2.64K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $2.81K | 0.00% | +2+6.5% | Added |
| Colonial Trust Co | 35 | $2.88K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 34 | $2.89K | 0.00% | +34 | New |
| CVA Family Office, LLC | 42 | $3.57K | 0.00% | +42 | New |
| Northwestern Mutual Wealth Management Co | 43 | $3.66K | 0.00% | −1−2.3% | Reduced |
| Assetmark, Inc | 44 | $3.74K | 0.00% | +12+37.5% | Added |
| Kilter Group LLC | 46 | $3.92K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 51 | $4.34K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 55 | $4.68K | 0.00% | +55 | New |
| Fortitude Family Office, LLC | 58 | $4.93K | 0.00% | +25+75.8% | Added |
| Anchor Investment Management, LLC | 65 | $5.53K | 0.00% | +65 | New |
| Vision Financial Markets LLC | 70 | $5.96K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 71 | $6.04K | 0.00% | +36+102.9% | Added |
| Quadrant Capital Group LLC | 75 | $6.38K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 76 | $6.47K | 0.00% | −36−32.1% | Reduced |
| Owl Creek Wealth Partners LLC | 84 | $7.15K | 0.00% | +84 | New |
| Allworth Financial LP | 87 | $7.40K | 0.00% | +20+29.9% | Added |
| JFS Wealth Advisors, LLC | 91 | $7.74K | 0.00% | +4+4.6% | Added |
| Chelsea Counsel Co | 100 | $8.51K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 100 | $8.51K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $8.51K | 0.00% | +4+4.2% | Added |
| Harbour Investments, Inc. | 102 | $8.68K | 0.00% | +100+5,000.0% | Added |
| Sound Income Strategies, LLC | 101 | $8.68K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 109 | $9.27K | 0.00% | −1−0.9% | Reduced |
| Massmutual Trust Co FSB | 112 | $9.53K | 0.00% | +3+2.8% | Added |
| Bokf, NA | 124 | $10.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $13.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 166 | $14.1K | 0.00% | +6+3.8% | Added |
| Mather Group, LLC. | 168 | $14.3K | 0.00% | +168 | New |
| Twin Peaks Wealth Advisors, LLC | 188 | $16.0K | 0.00% | +188 | New |
| Cassaday & Co Wealth Management LLC | 190 | $16.2K | 0.00% | +190 | New |
| Private Trust Co NA | 202 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 224 | $19.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 249 | $21.6K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 264 | $22.5K | 0.02% | +47+21.7% | Added |
| Armstrong Advisory Group, Inc | 292 | $24.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 297 | $25.3K | 0.00% | +145+95.4% | Added |
| Nomura Asset Management Co Ltd | 310 | $26.4K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 337 | $28.7K | 0.00% | +337 | New |
| Elequin Capital LP | 340 | $28.9K | 0.00% | +340 | New |
| Umb Bank N A | 348 | $29.6K | 0.00% | +4+1.2% | Added |
| State of Wyoming | 350 | $29.8K | 0.00% | +350 | New |
| Parallel Advisors, LLC | 376 | $32.0K | 0.00% | +12+3.3% | Added |
| Basecamp Wealth Advisors LLC | 393 | $33.4K | 0.01% | −28−6.7% | Reduced |
| Versant Capital Management, Inc | 398 | $33.9K | 0.00% | +359+920.5% | Added |
| True Wealth Design, LLC | 432 | $36.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 441 | $37.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 453 | $38.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 456 | $39.0K | 0.00% | +456 | New |
| Clearstead Advisors, LLC | 476 | $40.5K | 0.00% | −623−56.7% | Reduced |
| Root Financial Partners, LLC | 506 | $43.1K | 0.00% | +12+2.4% | Added |
| IFP Advisors, Inc | 507 | $43.1K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 512 | $43.6K | 0.03% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 520 | $44.2K | 0.02% | −9−1.7% | Reduced |
| Advisors Asset Management, Inc. | 546 | $46.5K | 0.00% | −516−48.6% | Reduced |
| Reyes Financial Architecture, Inc. | 592 | $50.4K | 0.04% | +592 | New |
| Farther Finance Advisors, LLC | 633 | $54.4K | 0.00% | +531+520.6% | Added |
| EverSource Wealth Advisors, LLC | 767 | $65.3K | 0.00% | +230+42.8% | Added |
| Farmers & Merchants Investments Inc | 841 | $71.6K | 0.00% | +807+2,373.5% | Added |
| Medallion Wealth Advisors, LLC | 896 | $76.2K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 926 | $79.0K | 0.00% | +421+83.4% | Added |
| Smartleaf Asset Management LLC | 980 | $81.2K | 0.00% | −692−41.4% | Reduced |
| Essential Partners LLC | 975 | $83.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,039 | $88.4K | 0.01% | +204+24.4% | Added |
| Transamerica Financial Advisors, Inc. | 1,053 | $89.6K | 0.01% | +610+137.7% | Added |
| SRS Capital Advisors, Inc. | 1,100 | $93.6K | 0.00% | −532−32.6% | Reduced |
| GWM Advisors LLC | 1,105 | $94.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,255 | $106.8K | 0.00% | +1,255 | New |
| Sprucegrove Investment Management Ltd | 1,400 | $119.1K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 1,562 | $132.9K | 0.00% | +62+4.1% | Added |
| National Bank of Canada | 1,601 | $136.2K | 0.00% | +450+39.1% | Added |