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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.

Institutional holdersQ1 2026: 387 institutions
Q1 2021: 233 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 244 institutionsQ1 2022: 248 institutionsQ2 2022: 239 institutionsQ3 2022: 251 institutionsQ4 2022: 244 institutionsQ1 2023: 256 institutionsQ2 2023: 260 institutionsQ3 2023: 261 institutionsQ4 2023: 303 institutionsQ1 2024: 310 institutionsQ2 2024: 318 institutionsQ3 2024: 335 institutionsQ4 2024: 356 institutionsQ1 2025: 352 institutionsQ2 2025: 365 institutionsQ3 2025: 382 institutionsQ4 2025: 379 institutionsQ1 2026: 387 institutionsQ2 2026: 386 institutions
Value heldQ1 2026: $4.05B
Q1 2021: $2.11BQ2 2021: $2.11BQ3 2021: $2.38BQ4 2021: $2.54BQ1 2022: $2.13BQ2 2022: $1.68BQ3 2022: $1.61BQ4 2022: $1.80BQ1 2023: $1.75BQ2 2023: $1.90BQ3 2023: $1.82BQ4 2023: $2.70BQ1 2024: $2.64BQ2 2024: $2.79BQ3 2024: $3.01BQ4 2024: $3.30BQ1 2025: $2.96BQ2 2025: $3.41BQ3 2025: $3.82BQ4 2025: $3.96BQ1 2026: $4.05BQ2 2026: $4.71B
Institutions holding AX and their total value by quarter
QuarterHoldersValue
Q2 2026386$4.71B
Q1 2026387$4.05B
Q4 2025379$3.96B
Q3 2025382$3.82B
Q2 2025365$3.41B
Q1 2025352$2.96B
Q4 2024356$3.30B
Q3 2024335$3.01B
Q2 2024318$2.79B
Q1 2024310$2.64B
Q4 2023303$2.70B
Q3 2023261$1.82B
Q2 2023260$1.90B
Q1 2023256$1.75B
Q4 2022244$1.80B
Q3 2022251$1.61B
Q2 2022239$1.68B
Q1 2022248$2.13B
Q4 2021244$2.54B
Q3 2021232$2.38B
Q2 2021233$2.11B
Q1 2021233$2.11B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q4 2025.

Institutions holding AX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
NBC Securities, Inc.1,773$150.9K0.01%−576−24.5%Reduced
KBC Group NV1,983$169.0K0.00%+391+24.6%Added
Group One Trading, L.P.2,107$179.3K0.01%−4,939−70.1%Reduced
Palouse Capital Management, Inc.2,158$183.6K0.12%−362−14.4%Reduced
Rockefeller Capital Management L.P.2,176$185.2K0.00%−10−0.5%Reduced
GAMMA Investing LLC2,277$193.8K0.01%+115+5.3%Added
Huntington National Bank2,304$196.0K0.00%−204−8.1%Reduced
Cresset Asset Management, LLC2,377$202.3K0.00%+2,377New
denkapparat Operations GmbH2,390$203.4K0.08%00.0%Unchanged
Verdence Capital Advisors LLC2,407$204.8K0.01%−239−9.0%Reduced
Steward Partners Investment Advisory, LLC2,482$211.2K0.00%00.0%Unchanged
Waldron Private Wealth LLC2,487$211.6K0.01%00.0%Unchanged
Drive Wealth Management, LLC2,506$213.2K0.05%−2−0.1%Reduced
Premier Fund Managers Ltd2,581$214.0K0.02%−3,821−59.7%Reduced
Hohimer Wealth Management, LLC2,543$216.4K0.03%+33+1.3%Added
Retirement Guys Formula LLC2,543$216.4K0.10%+94+3.8%Added
Cambria Investment Management, L.P.2,587$220.1K0.01%−548−17.5%Reduced
Beacon Pointe Advisors, LLC2,594$220.7K0.00%+2,594New
RSM US Wealth Management LLC2,604$221.6K0.00%+102+4.1%Added
Commonwealth Equity Services, LLC2,617$222.7K0.00%−23,106−89.8%Reduced
Arcus Capital Partners, LLC2,636$224.3K0.08%−24−0.9%Reduced
Syon Capital LLC2,661$226.4K0.01%+18+0.7%Added
Victory Financial Group, LLC2,670$227.2K0.03%−970−26.6%Reduced
OpenArc Corporate Advisory, LLC2,674$227.5K0.00%+8+0.3%Added
Pinnacle Wealth Planning Services, Inc.2,701$229.8K0.02%+41+1.5%Added
Summit Wealth Group LLC2,750$234.0K0.02%+2,750New
CIBC Bancorp USA Inc.2,775$236.1K0.00%+2,775New
Captrust Financial Advisors2,792$237.6K0.00%+99+3.7%Added
Neuberger Berman Group LLC2,814$239.4K0.00%+309+12.3%Added
CI Private Wealth, LLC2,849$242.4K0.00%+153+5.7%Added
Virtu Financial LLC3,009$256.0K0.01%+3,009New
Summitry LLC3,018$256.8K0.01%+3+0.1%Added
MQS Management LLC3,040$258.7K0.17%+3,040New
Amundi3,047$259.3K0.00%+3,047New
HSBC Holdings PLC3,060$260.1K0.00%−3,206−51.2%Reduced
Bank of Nova Scotia Trust Co3,145$267.6K0.02%00.0%Unchanged
Schonfeld Strategic Advisors LLC3,163$269.1K0.00%+3,163New
Merit Financial Group, LLC3,192$271.6K0.00%+40+1.3%Added
Balyasny Asset Management LLC3,195$271.9K0.00%−3,879−54.8%Reduced
Bourgeon Capital Management LLC3,200$272.3K0.05%00.0%Unchanged
Mach-1 Financial Group, Inc.3,211$273.2K0.10%+3,211New
STRS Ohio3,300$280.8K0.00%−300−8.3%Reduced
DnB Asset Management AS3,300$280.8K0.00%+3,300New
Advisor Group Holdings, Inc.3,407$289.9K0.00%−1,522−30.9%Reduced
Everence Capital Management Inc3,442$293.0K0.02%−1,888−35.4%Reduced
Profund Advisors LLC3,494$297.3K0.01%−413−10.6%Reduced
Tower Research Capital LLC (TRC)3,550$302.1K0.01%+1,373+63.1%Added
Earnest Partners LLC3,600$306.3K0.00%00.0%Unchanged
Abel Hall, LLC3,652$310.7K0.07%−186−4.8%Reduced
Pensionmark Financial Group, LLC3,709$315.6K0.01%00.0%Unchanged
Crossmark Global Holdings, Inc.3,731$317.5K0.00%00.0%Unchanged
XTX Topco Ltd3,762$320.1K0.01%+193+5.4%Added
Canada Pension Plan Investment Board4,000$340.4K0.00%−5,000−55.6%Reduced
Quantbot Technologies LP4,182$355.8K0.01%−5,755−57.9%Reduced
Mangrove Partners4,213$358.5K0.03%+4,213New
Cim Investment Mangement Inc4,235$360.4K0.10%+67+1.6%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,238$360.6K0.01%+478+12.7%Added
Pallas Capital Advisors LLC4,253$361.9K0.01%−125−2.9%Reduced
J.W. Cole Advisors, Inc.4,315$367.2K0.01%−300−6.5%Reduced
O'Shaughnessy Asset Management, LLC4,345$369.7K0.00%+257+6.3%Added
Ameritas Investment Partners, Inc.4,418$375.9K0.01%00.0%Unchanged
Ensign Peak Advisors, Inc4,497$382.6K0.00%00.0%Unchanged
Mutual Advisors, LLC4,585$390.1K0.01%−138−2.9%Reduced
Venturi Wealth Management, LLC4,600$391.4K0.02%00.0%Unchanged
Mission Creek Capital Partners, Inc.4,631$394.1K0.08%00.0%Unchanged
Vise Technologies, Inc.4,713$406.1K0.01%00.0%Unchanged
Ashton Thomas Private Wealth, LLC4,816$409.8K0.01%+1,321+37.8%Added
Western Wealth Management, LLC4,854$413.0K0.02%+4,854New
JustInvest LLC4,918$418.5K0.00%+779+18.8%Added
Creative Planning5,065$431.0K0.00%+268+5.6%Added
EJF Capital LLC5,120$435.7K0.31%−381−6.9%Reduced
Foyston, Gordon, & Payne Inc5,282$449.4K0.10%+93+1.8%Added
Summit Global Investments5,436$463.0K0.03%−8,767−61.7%Reduced
Cetera Trust Company, N.A5,495$467.6K0.26%00.0%Unchanged
Mariner, LLC5,545$471.8K0.00%−3,573−39.2%Reduced
Teacher Retirement System of Texas5,693$484.4K0.00%−6,955−55.0%Reduced
The PNC Financial Services Group, Inc.5,731$487.6K0.00%−33−0.6%Reduced
Jefferies Financial Group Inc.5,739$488.3K0.01%+5,739New
Swiss Life Asset Management Ltd5,814$494.7K0.00%+2,967+104.2%Added
Alps Advisors Inc5,853$498.0K0.00%+819+16.3%Added
HighTower Advisors, LLC5,889$501.1K0.00%+1,397+31.1%Added
GTS Securities LLC5,903$502.3K0.02%+5,903New
CenterBook Partners LP5,918$503.6K0.03%−904−13.3%Reduced
Yorktown Management & Research Co Inc6,000$510.5K0.43%+6,000New
Coldstream Capital Management Inc6,017$512.0K0.01%−17−0.3%Reduced
Los Angeles Capital Management LLC6,090$518.2K0.00%+3,540+138.8%Added
Xponance, Inc.6,275$533.9K0.00%+354+6.0%Added
Waterloo Capital, L.P.6,354$540.7K0.04%+16+0.3%Added
Jaffetilchin Investment Partners, LLC6,377$542.6K0.03%−146−2.2%Reduced
Mutual of America Capital Management LLC6,486$551.9K0.01%+12+0.2%Added
Keebeck Wealth Management, LLC6,509$553.9K0.06%+624+10.6%Added
Public Employees Retirement Association of Colorado6,505$554.0K0.00%00.0%Unchanged
Equitable Trust Co6,528$555.5K0.03%+1,937+42.2%Added
National Philanthropic Trust6,685$568.8K0.01%00.0%Unchanged
Oak Associates, Ltd7,059$600.6K0.04%+267+3.9%Added
Lido Advisors, LLC7,060$600.7K0.00%+910+14.8%Added
Stifel Financial Corp7,144$607.9K0.00%+31+0.4%Added
James Investment Research Inc7,548$642.3K0.07%+10+0.1%Added
Sterling Capital Management LLC7,664$652.1K0.01%−4,662−37.8%Reduced
Concurrent Investment Advisors, LLC8,216$699.1K0.01%−4,016−32.8%Reduced