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 |
|---|---|---|---|---|---|
| Virginia Retirement Systems Et Al | 35,355 | $3.01M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 35,155 | $2.99M | 0.00% | −39,793−53.1% | Reduced |
| State of Tennessee, Treasury Department | 34,195 | $2.91M | 0.01% | +2,999+9.6% | Added |
| LPL Financial LLC | 33,886 | $2.88M | 0.00% | +1,827+5.7% | Added |
| Connors Investor Services Inc | 33,063 | $2.81M | 0.26% | −5,165−13.5% | Reduced |
| Two Sigma Investments, LP | 31,577 | $2.69M | 0.00% | −37,101−54.0% | Reduced |
| Barclays PLC | 31,484 | $2.68M | 0.00% | −71,623−69.5% | Reduced |
| Formula Growth Ltd | 30,624 | $2.61M | 1.18% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 30,200 | $2.57M | 0.05% | −17,100−36.2% | Reduced |
| MetLife Investment Management | 29,671 | $2.52M | 0.01% | −352−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 29,118 | $2.48M | 0.03% | −213−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 27,908 | $2.37M | 0.00% | +1,152+4.3% | Added |
| Natixis Advisors, L.P. | 27,035 | $2.30M | 0.00% | +6,460+31.4% | Added |
| Manufacturers Life Insurance Company, The | 26,731 | $2.27M | 0.00% | −638−2.3% | Reduced |
| D.A. Davidson & Co. | 26,580 | $2.26M | 0.01% | −392−1.5% | Reduced |
| SEI Investments Co | 25,993 | $2.21M | 0.00% | −1,182−4.3% | Reduced |
| SG Americas Securities, LLC | 25,924 | $2.21M | 0.00% | −12,520−32.6% | Reduced |
| Ieq Capital, LLC | 25,589 | $2.18M | 0.01% | −5,071−16.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,506 | $2.17M | 0.00% | +219+0.9% | Added |
| Vanguard Global Advisers, LLC | 25,459 | $2.17M | 0.00% | +25,459 | New |
| Louisiana State Employees Retirement System | 25,100 | $2.14M | 0.04% | −800−3.1% | Reduced |
| Destination Wealth Management | 24,400 | $2.08M | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 24,376 | $2.07M | 0.00% | −3,514−12.6% | Reduced |
| Integrated Quantitative Investments LLC | 24,265 | $2.06M | 0.37% | +24,265 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 24,048 | $2.05M | 0.00% | +20,505+578.7% | Added |
| Janus Henderson Group PLC | 23,907 | $2.04M | 0.00% | −27,115−53.1% | Reduced |
| State of New Jersey Common Pension Fund D | 23,926 | $2.04M | 0.01% | −4,342−15.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,754 | $2.02M | 0.00% | −440−1.8% | Reduced |
| Persistent Asset Partners Ltd | 23,326 | $1.98M | 0.77% | +20,988+897.7% | Added |
| Bank of Montreal | 22,885 | $1.95M | 0.00% | −326−1.4% | Reduced |
| Orchard Capital Managment, LLC | 22,208 | $1.89M | 2.47% | −17,466−44.0% | Reduced |
| Avenir Corp | 20,790 | $1.77M | 0.22% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 20,214 | $1.72M | 0.51% | −511−2.5% | Reduced |
| OP Asset Management Ltd | 19,397 | $1.65M | 0.02% | −5,299−21.5% | Reduced |
| New York State Common Retirement Fund | 18,867 | $1.61M | 0.00% | −100−0.5% | Reduced |
| Ridgewood Investments LLC | 18,051 | $1.54M | 0.63% | +18,051 | New |
| Vestcor Inc | 17,784 | $1.51M | 0.04% | +7,806+78.2% | Added |
| Federation des caisses Desjardins du Quebec | 17,531 | $1.49M | 0.01% | −132−0.7% | Reduced |
| Wakefield Asset Management LLLP | 17,149 | $1.46M | 0.39% | +109+0.6% | Added |
| Advisory Research Inc | 16,917 | $1.44M | 0.18% | −12,082−41.7% | Reduced |
| Polen Capital Management LLC | 16,849 | $1.43M | 0.01% | +5,863+53.4% | Added |
| Cetera Investment Advisers | 16,644 | $1.42M | 0.00% | +97+0.6% | Added |
| Qube Research & Technologies Ltd | 16,470 | $1.40M | 0.00% | +16,470 | New |
| KLP Kapitalforvaltning AS | 16,300 | $1.39M | 0.01% | +400+2.5% | Added |
| US Bancorp | 16,189 | $1.38M | 0.00% | +1,709+11.8% | Added |
| Van Hulzen Asset Management, LLC | 16,174 | $1.38M | 0.10% | −3,964−19.7% | Reduced |
| Amalgamated Bank | 16,176 | $1.38M | 0.01% | −142−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 15,891 | $1.35M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 15,695 | $1.33M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 15,401 | $1.31M | 0.02% | −36−0.2% | Reduced |
| Intech Investment Management LLC | 15,270 | $1.30M | 0.01% | −13,764−47.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,871 | $1.27M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,805 | $1.26M | 0.01% | −326−2.2% | Reduced |
| Csenge Advisory Group | 14,305 | $1.22M | 0.06% | −6,244−30.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,273 | $1.21M | 0.00% | +2,800+24.4% | Added |
| Vanguard Investments Australia, Ltd. | 14,072 | $1.20M | 0.00% | +14,072 | New |
| Teachers Retirement System of the State of Kentucky | 14,037 | $1.19M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,016 | $1.19M | 0.01% | −70.0% | Reduced |
| Fifth Third Bancorp | 13,826 | $1.18M | 0.00% | +13,388+3,056.6% | Added |
| Evolve Private Wealth, LLC | 13,670 | $1.16M | 0.06% | +764+5.9% | Added |
| Credit Agricole S A | 13,610 | $1.16M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 13,496 | $1.15M | 0.00% | +1,498+12.5% | Added |
| Oregon Public Employees Retirement Fund | 13,004 | $1.11M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,980 | $1.10M | 0.01% | −35−0.3% | Reduced |
| Jones Financial Companies LLLP | 13,189 | $1.09M | 0.00% | +5,602+73.8% | Added |
| Edgestream Partners, L.P. | 12,835 | $1.09M | 0.04% | −138,295−91.5% | Reduced |
| D. E. Shaw & Co., Inc. | 12,824 | $1.09M | 0.00% | −8,831−40.8% | Reduced |
| Mercer Global Advisors Inc | 12,729 | $1.08M | 0.00% | +1,032+8.8% | Added |
| Hancock Whitney Corp | 11,208 | $1.08M | 0.02% | −471−4.0% | Reduced |
| Horizon Investment Services, LLC | 12,592 | $1.07M | 0.37% | +2,096+20.0% | Added |
| Bullseye Investment Management, LLC | 12,160 | $1.03M | 0.56% | +12,160 | New |
| Nisa Investment Advisors, LLC | 11,448 | $974.1K | 0.00% | +33+0.3% | Added |
| Keel Point, LLC | 11,397 | $969.8K | 0.06% | −1,342−10.5% | Reduced |
| MML Investors Services, LLC | 11,049 | $940.2K | 0.00% | −1,771−13.8% | Reduced |
| Engineers Gate Manager LP | 11,002 | $936.2K | 0.01% | −691−5.9% | Reduced |
| TD Waterhouse Canada Inc. | 10,868 | $932.2K | 0.00% | +10,449+2,493.8% | Added |
| TD Asset Management Inc | 10,453 | $889.4K | 0.00% | −142−1.3% | Reduced |
| Great Lakes Advisors, LLC | 10,262 | $873.2K | 0.01% | −18−0.2% | Reduced |
| CWM, LLC | 10,140 | $862.8K | 0.00% | +184+1.8% | Added |
| Legato Capital Management LLC | 9,474 | $806.1K | 0.07% | +9,474 | New |
| Voya Investment Management LLC | 9,349 | $795.5K | 0.00% | −299−3.1% | Reduced |
| Inspire Advisors, LLC | 9,344 | $795.1K | 0.06% | −811−8.0% | Reduced |
| Pictet Asset Management Holding SA | 9,130 | $776.9K | 0.00% | −6,721−42.4% | Reduced |
| Aviso Financial Inc. | 9,094 | $773.8K | 0.03% | −772−7.8% | Reduced |
| ProShare Advisors LLC | 8,493 | $722.7K | 0.00% | −2,114−19.9% | Reduced |
| Pinnacle Associates Ltd | 8,341 | $709.7K | 0.01% | −17−0.2% | Reduced |
| Maryland State Retirement & Pension System | 8,259 | $702.8K | 0.01% | −67−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 8,216 | $699.1K | 0.01% | −4,016−32.8% | Reduced |
| Sterling Capital Management LLC | 7,664 | $652.1K | 0.01% | −4,662−37.8% | Reduced |
| James Investment Research Inc | 7,548 | $642.3K | 0.07% | +10+0.1% | Added |
| Stifel Financial Corp | 7,144 | $607.9K | 0.00% | +31+0.4% | Added |
| Lido Advisors, LLC | 7,060 | $600.7K | 0.00% | +910+14.8% | Added |
| Oak Associates, Ltd | 7,059 | $600.6K | 0.04% | +267+3.9% | Added |
| National Philanthropic Trust | 6,685 | $568.8K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 6,528 | $555.5K | 0.03% | +1,937+42.2% | Added |
| Public Employees Retirement Association of Colorado | 6,505 | $554.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 6,509 | $553.9K | 0.06% | +624+10.6% | Added |
| Mutual of America Capital Management LLC | 6,486 | $551.9K | 0.01% | +12+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 6,377 | $542.6K | 0.03% | −146−2.2% | Reduced |
| Waterloo Capital, L.P. | 6,354 | $540.7K | 0.04% | +16+0.3% | Added |