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; 387 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 | 387 | $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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 767 | $65.3K | 0.00% | +230+42.8% | Added |
| Farther Finance Advisors, LLC | 633 | $54.4K | 0.00% | +531+520.6% | Added |
| Reyes Financial Architecture, Inc. | 592 | $50.4K | 0.04% | +592 | New |
| Advisors Asset Management, Inc. | 546 | $46.5K | 0.00% | −516−48.6% | Reduced |
| Signature Equity Partners, LLC | 520 | $44.2K | 0.02% | −9−1.7% | Reduced |
| 1620 Investment Advisors, Inc. | 512 | $43.6K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 507 | $43.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 506 | $43.1K | 0.00% | +12+2.4% | Added |
| Clearstead Advisors, LLC | 476 | $40.5K | 0.00% | −623−56.7% | Reduced |
| Harbor Capital Advisors, Inc. | 456 | $39.0K | 0.00% | +456 | New |
| Public Employees Retirement System of Ohio | 453 | $38.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 441 | $37.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 432 | $36.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 398 | $33.9K | 0.00% | +359+920.5% | Added |
| Basecamp Wealth Advisors LLC | 393 | $33.4K | 0.01% | −28−6.7% | Reduced |
| Parallel Advisors, LLC | 376 | $32.0K | 0.00% | +12+3.3% | Added |
| State of Wyoming | 350 | $29.8K | 0.00% | +350 | New |
| Umb Bank N A | 348 | $29.6K | 0.00% | +4+1.2% | Added |
| Elequin Capital LP | 340 | $28.9K | 0.00% | +340 | New |
| Walleye Capital LLC | 337 | $28.7K | 0.00% | +337 | New |
| Nomura Asset Management Co Ltd | 310 | $26.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 297 | $25.3K | 0.00% | +145+95.4% | Added |
| Armstrong Advisory Group, Inc | 292 | $24.8K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 264 | $22.5K | 0.02% | +47+21.7% | Added |
| Whittier Trust Co of Nevada Inc | 249 | $21.6K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 224 | $19.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 202 | $17.2K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 190 | $16.2K | 0.00% | +190 | New |
| Twin Peaks Wealth Advisors, LLC | 188 | $16.0K | 0.00% | +188 | New |
| Mather Group, LLC. | 168 | $14.3K | 0.00% | +168 | New |
| Signaturefd, LLC | 166 | $14.1K | 0.00% | +6+3.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 124 | $10.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $9.53K | 0.00% | +3+2.8% | Added |
| Bare Financial Services, Inc | 109 | $9.27K | 0.00% | −1−0.9% | Reduced |
| Sound Income Strategies, LLC | 101 | $8.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 102 | $8.68K | 0.00% | +100+5,000.0% | 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 |
| JFS Wealth Advisors, LLC | 91 | $7.74K | 0.00% | +4+4.6% | Added |
| Allworth Financial LP | 87 | $7.40K | 0.00% | +20+29.9% | Added |
| Owl Creek Wealth Partners LLC | 84 | $7.15K | 0.00% | +84 | New |
| Quarry LP | 76 | $6.47K | 0.00% | −36−32.1% | Reduced |
| Quadrant Capital Group LLC | 75 | $6.38K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 71 | $6.04K | 0.00% | +36+102.9% | Added |
| Vision Financial Markets LLC | 70 | $5.96K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 65 | $5.53K | 0.00% | +65 | New |
| Fortitude Family Office, LLC | 58 | $4.93K | 0.00% | +25+75.8% | Added |
| HHM Wealth Advisors, LLC | 55 | $4.68K | 0.00% | +55 | New |
| CoreCap Advisors, LLC | 51 | $4.34K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 46 | $3.92K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $3.74K | 0.00% | +12+37.5% | Added |
| Northwestern Mutual Wealth Management Co | 43 | $3.66K | 0.00% | −1−2.3% | Reduced |
| CVA Family Office, LLC | 42 | $3.57K | 0.00% | +42 | New |
| Freestone Grove Partners LP | 34 | $2.89K | 0.00% | +34 | New |
| Colonial Trust Co | 35 | $2.88K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $2.81K | 0.00% | +2+6.5% | Added |
| Sunbelt Securities, Inc. | 31 | $2.64K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $2.13K | 0.00% | +25 | New |
| CWM Advisors, LLC | 22 | $1.90K | 0.00% | +1+4.8% | Added |
| Cullen/Frost Bankers, Inc. | 22 | $1.87K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 18 | $1.53K | 0.00% | −4−18.2% | Reduced |
| Torren Management, LLC | 16 | $1.36K | 0.00% | −398−96.1% | Reduced |
| SJS Investment Consulting Inc. | 15 | $1.28K | 0.00% | +7+87.5% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 12 | $1.02K | 0.00% | +12 | New |
| Avion Wealth | 20 | $1.00K | 0.00% | +6+42.9% | Added |
| Bruce G. Allen Investments, LLC | 10 | $851 | 0.00% | +2+25.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $765 | 0.00% | +3+50.0% | Added |
| Quent Capital, LLC | 8 | $681 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $681 | 0.00% | +2+33.3% | Added |
| HFM Investment Advisors, LLC | 5 | $425 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $425 | 0.00% | +5 | New |
| 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 |
| Abound Wealth Management | 3 | $256 | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3 | $255 | 0.00% | −1,081−99.7% | Reduced |
| Vermillion Wealth Management, Inc. | 3 | $255 | 0.00% | +3 | New |
| Curio Wealth, LLC | 2 | $170 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $96 | 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 |
| Covestor Ltd | 2 | $0 | 0.00% | −1,026−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |