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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 48,094 | $4.09M | 0.00% | −18,417−27.7% | Reduced |
| Vanguard Asset Management, Ltd | 51,578 | $4.39M | 0.00% | +51,578 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 51,756 | $4.40M | 0.01% | −4,608−8.2% | Reduced |
| TCW Group Inc | 53,520 | $4.55M | 0.03% | −1,600−2.9% | Reduced |
| Citigroup Inc | 55,702 | $4.74M | 0.00% | −8,824−13.7% | Reduced |
| Quantinno Capital Management LP | 56,525 | $4.81M | 0.01% | +39,729+236.5% | Added |
| PMC FIG Opportunities LLC | 59,280 | $5.04M | 7.81% | +52,732+805.3% | Added |
| Price T Rowe Associates Inc | 62,145 | $5.29M | 0.00% | +10,661+20.7% | Added |
| California State Teachers Retirement System | 62,401 | $5.31M | 0.01% | +11,346+22.2% | Added |
| LGT Fund Management Co Ltd. | 62,450 | $5.31M | 0.23% | 00.0% | Unchanged |
| First Trust Advisors LP | 63,111 | $5.37M | 0.00% | +4,726+8.1% | Added |
| Voloridge Investment Management, LLC | 63,455 | $5.40M | 0.02% | −46,716−42.4% | Reduced |
| Alliancebernstein L.P. | 66,030 | $5.69M | 0.00% | +466+0.7% | Added |
| Boothbay Fund Management, LLC | 67,780 | $5.77M | 0.14% | +51,315+311.7% | Added |
| Citadel Advisors LLC | 68,790 | $5.85M | 0.00% | +54,990+398.5% | Added |
| Envestnet Asset Management Inc | 77,537 | $6.60M | 0.00% | +17,156+28.4% | Added |
| Lord, Abbett & Co. LLC | 79,997 | $6.81M | 0.02% | −1,581−1.9% | Reduced |
| Bessemer Group Inc | 84,354 | $7.18M | 0.01% | +19,637+30.3% | Added |
| FIL Ltd | 85,000 | $7.23M | 0.01% | +85,000 | New |
| Ci Investments Inc. | 85,017 | $7.23M | 0.04% | −6,800−7.4% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 88,200 | $7.50M | 2.40% | +88,200 | New |
| WCM Investment Management, LLC | 95,366 | $7.90M | 0.02% | +25,395+36.3% | Added |
| Argent Capital Management LLC | 93,929 | $7.99M | 0.25% | +48,172+105.3% | Added |
| Victory Capital Management Inc | 94,637 | $8.05M | 0.01% | +18,916+25.0% | Added |
| UBS Asset Management Americas Inc | 94,671 | $8.06M | 0.00% | +7,946+9.2% | Added |
| Kestrel Investment Management Corp | 95,150 | $8.10M | 4.83% | −1,000−1.0% | Reduced |
| Royal Bank of Canada | 98,217 | $8.36M | 0.00% | −1,512−1.5% | Reduced |
| Militia Capital Management LLC | 100,000 | $8.51M | 1.91% | +100,000 | New |
| Swiss National Bank | 106,400 | $9.05M | 0.01% | +400+0.4% | Added |
| Renaissance Group LLC | 113,384 | $9.65M | 0.40% | +21,786+23.8% | Added |
| Ategra Capital Management, LLC | 113,765 | $9.68M | 5.39% | −39,577−25.8% | Reduced |
| Prudential Financial Inc | 121,998 | $10.4M | 0.01% | +11,620+10.5% | Added |
| Arrowstreet Capital, Limited Partnership | 122,888 | $10.5M | 0.01% | +9,659+8.5% | Added |
| Cerity Partners LLC | 125,212 | $10.7M | 0.02% | +13,198+11.8% | Added |
| Legal & General Group Plc | 126,615 | $10.8M | 0.00% | −12,715−9.1% | Reduced |
| Royce & Associates LP | 134,616 | $11.5M | 0.11% | +25,109+22.9% | Added |
| Brevan Howard Capital Management LP | 135,129 | $11.5M | 0.12% | +110,129+440.5% | Added |
| Raymond James Financial Inc | 143,565 | $12.2M | 0.00% | +8,469+6.3% | Added |
| State of Wisconsin Investment Board | 143,781 | $12.2M | 0.03% | −8,434−5.5% | Reduced |
| Pembroke Management, LTD | 148,591 | $12.6M | 1.83% | −139,964−48.5% | Reduced |
| Rhumbline Advisers | 156,373 | $13.3M | 0.01% | +3,882+2.5% | Added |
| CCG Wealth Management, LLC | 162,896 | $13.9M | 3.76% | +147,696+971.7% | Added |
| Osterweis Capital Management Inc | 163,740 | $13.9M | 0.72% | +21,055+14.8% | Added |
| First Eagle Investment Management, LLC | 164,612 | $14.0M | 0.02% | +22,325+15.7% | Added |
| Empirical Finance, LLC | 178,281 | $15.2M | 0.71% | +82,715+86.6% | Added |
| Squarepoint Ops LLC | 180,407 | $15.4M | 0.03% | +45,634+33.9% | Added |
| Gator Capital Management, LLC | 186,840 | $15.9M | 3.39% | +10,500+6.0% | Added |
| Algert Global LLC | 191,844 | $16.3M | 0.25% | −154,956−44.7% | Reduced |
| Empowered Funds, LLC | 216,366 | $18.4M | 0.12% | +92,487+74.7% | Added |
| Bank of America Corp | 221,656 | $18.9M | 0.00% | +90,086+68.5% | Added |
| Kennedy Capital Management, Inc. | 231,387 | $19.7M | 0.42% | −77,548−25.1% | Reduced |
| AQR Capital Management LLC | 234,747 | $20.0M | 0.01% | +2,111+0.9% | Added |
| Stieven Capital Advisors, L.P. | 240,745 | $20.5M | 4.38% | −15,114−5.9% | Reduced |
| Nuveen, LLC | 250,394 | $21.3M | 0.01% | −158,353−38.7% | Reduced |
| JPMorgan Chase & Co | 262,853 | $21.8M | 0.00% | −57,632−18.0% | Reduced |
| Public Sector Pension Investment Board | 289,060 | $24.6M | 0.08% | +17,645+6.5% | Added |
| Loomis Sayles & Co L P | 298,514 | $25.4M | 0.03% | −7,692−2.5% | Reduced |
| UBS Group AG | 301,816 | $25.7M | 0.00% | +45,592+17.8% | Added |
| Emerald Mutual Fund Advisers Trust | 336,740 | $28.7M | 1.39% | −4,522−1.3% | Reduced |
| Goldman Sachs Group Inc | 353,689 | $30.1M | 0.00% | −17,397−4.7% | Reduced |
| Principal Financial Group Inc | 353,951 | $30.1M | 0.02% | +16,627+4.9% | Added |
| Bragg Financial Advisors, Inc | 355,868 | $30.3M | 0.96% | +409+0.1% | Added |
| Vanguard Fiduciary Trust Co | 368,241 | $31.3M | 0.01% | +368,241 | New |
| Bank of New York Mellon Corp | 368,667 | $31.4M | 0.01% | −9,138−2.4% | Reduced |
| Shaker Investments LLC | 368,712 | $31.4M | 14.28% | −9,958−2.6% | Reduced |
| 1832 Asset Management L.P. | 379,784 | $32.3M | 0.04% | +4,392+1.2% | Added |
| Boston Partners | 413,152 | $35.2M | 0.04% | +63,879+18.3% | Added |
| Allspring Global Investments Holdings, LLC | 432,739 | $37.2M | 0.06% | +119,523+38.2% | Added |
| Emerald Advisers, LLC | 496,232 | $42.2M | 1.34% | −25,147−4.8% | Reduced |
| Morgan Stanley | 543,627 | $46.3M | 0.00% | −20,263−3.6% | Reduced |
| Invesco Ltd. | 546,306 | $46.5M | 0.00% | +345,357+171.9% | Added |
| Geneva Capital Management LLC | 608,081 | $51.7M | 1.10% | −51,778−7.8% | Reduced |
| Wasatch Advisors Inc | 616,381 | $52.4M | 0.35% | −1,330−0.2% | Reduced |
| Northern Trust Corp | 684,712 | $58.3M | 0.01% | +19,679+3.0% | Added |
| Ameriprise Financial Inc | 708,489 | $60.3M | 0.01% | −45,109−6.0% | Reduced |
| Charles Schwab Investment Management Inc | 732,081 | $62.3M | 0.01% | +10,509+1.5% | Added |
| Franklin Resources Inc | 754,994 | $64.2M | 0.02% | +299,833+65.9% | Added |
| Wellington Management Group LLP | 837,853 | $71.3M | 0.01% | +309,553+58.6% | Added |
| Davis Asset Management, L.P. | 1,535,219 | $124.0M | 3.59% | +78,000+5.4% | Added |
| Geode Capital Management, LLC | 1,958,430 | $168.5M | 0.01% | +182,891+10.3% | Added |
| Dimensional Fund Advisors LP | 2,177,003 | $185.2M | 0.04% | +7,509+0.3% | Added |
| FMR LLC | 2,437,674 | $207.4M | 0.01% | +566,893+30.3% | Added |
| Vanguard Capital Management LLC | 2,454,074 | $208.8M | 0.01% | +2,454,074 | New |
| American Century Companies Inc | 2,510,407 | $213.6M | 0.11% | +35,652+1.4% | Added |
| State Street Corp | 2,816,697 | $239.7M | 0.01% | +120,374+4.5% | Added |
| Vanguard Portfolio Management LLC | 3,090,775 | $263.0M | 0.01% | +3,090,775 | New |
| BlackRock, Inc. | 8,321,298 | $708.1M | 0.01% | −9,004−0.1% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −144,837−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −43,428−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −42,218−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −38,051−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −35,960−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −33,660−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,084−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −15,262−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −22,226−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,020−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,980−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |