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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 8,259 | $702.8K | 0.01% | −67−0.8% | Reduced |
| Pinnacle Associates Ltd | 8,341 | $709.7K | 0.01% | −17−0.2% | Reduced |
| ProShare Advisors LLC | 8,493 | $722.7K | 0.00% | −2,114−19.9% | Reduced |
| Aviso Financial Inc. | 9,094 | $773.8K | 0.03% | −772−7.8% | Reduced |
| Pictet Asset Management Holding SA | 9,130 | $776.9K | 0.00% | −6,721−42.4% | Reduced |
| Inspire Advisors, LLC | 9,344 | $795.1K | 0.06% | −811−8.0% | Reduced |
| Voya Investment Management LLC | 9,349 | $795.5K | 0.00% | −299−3.1% | Reduced |
| Legato Capital Management LLC | 9,474 | $806.1K | 0.07% | +9,474 | New |
| CWM, LLC | 10,140 | $862.8K | 0.00% | +184+1.8% | Added |
| Great Lakes Advisors, LLC | 10,262 | $873.2K | 0.01% | −18−0.2% | Reduced |
| TD Asset Management Inc | 10,453 | $889.4K | 0.00% | −142−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 10,868 | $932.2K | 0.00% | +10,449+2,493.8% | Added |
| Engineers Gate Manager LP | 11,002 | $936.2K | 0.01% | −691−5.9% | Reduced |
| MML Investors Services, LLC | 11,049 | $940.2K | 0.00% | −1,771−13.8% | Reduced |
| Keel Point, LLC | 11,397 | $969.8K | 0.06% | −1,342−10.5% | Reduced |
| Nisa Investment Advisors, LLC | 11,448 | $974.1K | 0.00% | +33+0.3% | Added |
| Bullseye Investment Management, LLC | 12,160 | $1.03M | 0.56% | +12,160 | New |
| Horizon Investment Services, LLC | 12,592 | $1.07M | 0.37% | +2,096+20.0% | Added |
| Hancock Whitney Corp | 11,208 | $1.08M | 0.02% | −471−4.0% | Reduced |
| Mercer Global Advisors Inc | 12,729 | $1.08M | 0.00% | +1,032+8.8% | Added |
| D. E. Shaw & Co., Inc. | 12,824 | $1.09M | 0.00% | −8,831−40.8% | Reduced |
| Edgestream Partners, L.P. | 12,835 | $1.09M | 0.04% | −138,295−91.5% | Reduced |
| Jones Financial Companies LLLP | 13,189 | $1.09M | 0.00% | +5,602+73.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,980 | $1.10M | 0.01% | −35−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 13,004 | $1.11M | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 13,496 | $1.15M | 0.00% | +1,498+12.5% | Added |
| Credit Agricole S A | 13,610 | $1.16M | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 13,670 | $1.16M | 0.06% | +764+5.9% | Added |
| Fifth Third Bancorp | 13,826 | $1.18M | 0.00% | +13,388+3,056.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,016 | $1.19M | 0.01% | −70.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,037 | $1.19M | 0.01% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 14,072 | $1.20M | 0.00% | +14,072 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,273 | $1.21M | 0.00% | +2,800+24.4% | Added |
| Csenge Advisory Group | 14,305 | $1.22M | 0.06% | −6,244−30.4% | Reduced |
| Arizona State Retirement System | 14,805 | $1.26M | 0.01% | −326−2.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,871 | $1.27M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 15,270 | $1.30M | 0.01% | −13,764−47.4% | Reduced |
| Yousif Capital Management, LLC | 15,401 | $1.31M | 0.02% | −36−0.2% | Reduced |
| Handelsbanken Fonder AB | 15,695 | $1.33M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,891 | $1.35M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 16,176 | $1.38M | 0.01% | −142−0.9% | Reduced |
| Van Hulzen Asset Management, LLC | 16,174 | $1.38M | 0.10% | −3,964−19.7% | Reduced |
| US Bancorp | 16,189 | $1.38M | 0.00% | +1,709+11.8% | Added |
| KLP Kapitalforvaltning AS | 16,300 | $1.39M | 0.01% | +400+2.5% | Added |
| Qube Research & Technologies Ltd | 16,470 | $1.40M | 0.00% | +16,470 | New |
| Cetera Investment Advisers | 16,644 | $1.42M | 0.00% | +97+0.6% | Added |
| Polen Capital Management LLC | 16,849 | $1.43M | 0.01% | +5,863+53.4% | Added |
| Advisory Research Inc | 16,917 | $1.44M | 0.18% | −12,082−41.7% | Reduced |
| Wakefield Asset Management LLLP | 17,149 | $1.46M | 0.39% | +109+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 17,531 | $1.49M | 0.01% | −132−0.7% | Reduced |
| Vestcor Inc | 17,784 | $1.51M | 0.04% | +7,806+78.2% | Added |
| Ridgewood Investments LLC | 18,051 | $1.54M | 0.63% | +18,051 | New |
| New York State Common Retirement Fund | 18,867 | $1.61M | 0.00% | −100−0.5% | Reduced |
| OP Asset Management Ltd | 19,397 | $1.65M | 0.02% | −5,299−21.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 20,214 | $1.72M | 0.51% | −511−2.5% | Reduced |
| Avenir Corp | 20,790 | $1.77M | 0.22% | 00.0% | Unchanged |
| Orchard Capital Managment, LLC | 22,208 | $1.89M | 2.47% | −17,466−44.0% | Reduced |
| Bank of Montreal | 22,885 | $1.95M | 0.00% | −326−1.4% | Reduced |
| Persistent Asset Partners Ltd | 23,326 | $1.98M | 0.77% | +20,988+897.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,754 | $2.02M | 0.00% | −440−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 23,926 | $2.04M | 0.01% | −4,342−15.4% | Reduced |
| Janus Henderson Group PLC | 23,907 | $2.04M | 0.00% | −27,115−53.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 24,048 | $2.05M | 0.00% | +20,505+578.7% | Added |
| Integrated Quantitative Investments LLC | 24,265 | $2.06M | 0.37% | +24,265 | New |
| Federated Hermes, Inc. | 24,376 | $2.07M | 0.00% | −3,514−12.6% | Reduced |
| Destination Wealth Management | 24,400 | $2.08M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 25,100 | $2.14M | 0.04% | −800−3.1% | Reduced |
| Vanguard Global Advisers, LLC | 25,459 | $2.17M | 0.00% | +25,459 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 25,506 | $2.17M | 0.00% | +219+0.9% | Added |
| Ieq Capital, LLC | 25,589 | $2.18M | 0.01% | −5,071−16.5% | Reduced |
| SG Americas Securities, LLC | 25,924 | $2.21M | 0.00% | −12,520−32.6% | Reduced |
| SEI Investments Co | 25,993 | $2.21M | 0.00% | −1,182−4.3% | Reduced |
| D.A. Davidson & Co. | 26,580 | $2.26M | 0.01% | −392−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 26,731 | $2.27M | 0.00% | −638−2.3% | Reduced |
| Natixis Advisors, L.P. | 27,035 | $2.30M | 0.00% | +6,460+31.4% | Added |
| BNP Paribas Arbitrage, SA | 27,908 | $2.37M | 0.00% | +1,152+4.3% | Added |
| Illinois Municipal Retirement Fund | 29,118 | $2.48M | 0.03% | −213−0.7% | Reduced |
| MetLife Investment Management | 29,671 | $2.52M | 0.01% | −352−1.2% | Reduced |
| Bridgeway Capital Management, LLC | 30,200 | $2.57M | 0.05% | −17,100−36.2% | Reduced |
| Formula Growth Ltd | 30,624 | $2.61M | 1.18% | 00.0% | Unchanged |
| Barclays PLC | 31,484 | $2.68M | 0.00% | −71,623−69.5% | Reduced |
| Two Sigma Investments, LP | 31,577 | $2.69M | 0.00% | −37,101−54.0% | Reduced |
| Connors Investor Services Inc | 33,063 | $2.81M | 0.26% | −5,165−13.5% | Reduced |
| LPL Financial LLC | 33,886 | $2.88M | 0.00% | +1,827+5.7% | Added |
| State of Tennessee, Treasury Department | 34,195 | $2.91M | 0.01% | +2,999+9.6% | Added |
| Wells Fargo & Company | 35,155 | $2.99M | 0.00% | −39,793−53.1% | Reduced |
| Virginia Retirement Systems Et Al | 35,355 | $3.01M | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 35,888 | $3.05M | 0.01% | −18,753−34.3% | Reduced |
| State of Alaska, Department of Revenue | 36,763 | $3.13M | 0.03% | −923−2.4% | Reduced |
| Global Frontier Investments LLC | 37,000 | $3.15M | 0.43% | +37,000 | New |
| Susquehanna International Group, LLP | 39,364 | $3.35M | 0.00% | +23,094+141.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,879 | $3.40M | 0.01% | +217+0.5% | Added |
| New York State Teachers Retirement System | 40,953 | $3.48M | 0.01% | +3,647+9.8% | Added |
| Rafferty Asset Management, LLC | 42,252 | $3.60M | 0.01% | −5,645−11.8% | Reduced |
| Colony Group, LLC | 42,294 | $3.60M | 0.00% | −2,772−6.2% | Reduced |
| S&T Bank | 42,514 | $3.62M | 1.35% | −12,966−23.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,700 | $3.80M | 0.15% | +4,000+9.8% | Added |
| Thrivent Financial for Lutherans | 45,926 | $3.91M | 0.01% | −744−1.6% | Reduced |
| Great West Life Assurance Co | 46,520 | $3.96M | 0.01% | −2,309−4.7% | Reduced |
| Russell Investments Group, Ltd. | 47,450 | $4.04M | 0.00% | −32,334−40.5% | Reduced |