Axos Financial, Inc.

Exchange: NYSE
Industry: Savings Institution, Federally Chartered
SEC CIK: 0001299709

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Axos Financial, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of AX: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	387	4	387	+4
Shares	47.7M	40.5K	48.4M	+692.0K (+1.5%)
Value	$4.05B	$3.44M	$4.71B	+$660.7M (+16.3%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Axos Financial, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to AX in Q2 2026
Institution	Shares	Value	% of portfolio
Nomura Asset Management International Inc.	138,730	$13.5M	0.02%
Kornitzer Capital Management Inc	53,867	$5.25M	0.11%
BW Gestao de Investimentos Ltda.	35,000	$3.41M	0.08%
Denali Advisors LLC	24,134	$2.35M	0.24%
Jupiter Topco LLC	23,907	$2.33M	0.00%
Allstate Corp	16,831	$1.64M	0.02%
Bayview Asset Management, LLC	7,420	$722.6K	0.54%
Guggenheim Capital LLC	5,876	$572.3K	0.00%
Marshall Wace, LLP	5,751	$560.1K	0.00%
Mirabella Financial Services LLP	5,572	$542.7K	0.05%
DRW Securities, LLC	5,254	$511.7K	0.03%
Sumitomo Mitsui Trust Holdings, Inc.	5,000	$486.9K	0.00%
Pathstone Holdings, LLC	4,214	$410.4K	0.00%
Sanctuary Advisors, LLC	4,109	$400.2K	0.00%
Y-Intercept (Hong Kong) Ltd	3,594	$350.0K	0.01%
Jane Street Group, LLC	3,232	$314.8K	0.00%
Americana Partners, LLC	3,068	$298.8K	0.01%
Banque Pictet & Cie SA	3,039	$296.0K	0.00%
Two Sigma Securities, LLC	2,874	$279.9K	0.02%
Principal Securities, Inc.	2,724	$265.3K	0.00%
NovaPoint Capital, LLC	2,600	$253.2K	0.05%
Martingale Asset Management L P	2,512	$244.6K	0.01%
Wiley Bros.-Aintree Capital, LLC	2,497	$243.2K	0.00%
Graham Capital Management, L.P.	2,281	$222.1K	0.01%
Chicago Trust Co NA	2,225	$216.7K	0.03%
Leonard Rickey Investment Advisors P.L.L.C.	2,213	$215.5K	0.03%
Entropy Technologies, LP	2,205	$214.7K	0.01%
Toroso Investments, LLC	2,203	$214.6K	0.00%
Capstone Investment Advisors, LLC	2,118	$206.3K	0.00%
Savant Capital, LLC	2,100	$204.5K	0.00%
Global Retirement Partners, LLC	1,876	$182.7K	0.00%
Bartlett & Co. Wealth Management LLC	1,868	$181.9K	0.00%
Action Point Financial Planning, LLC	971	$94.3K	0.01%
Optiver Holding B.V.	472	$46.0K	0.00%
Fulcrum Asset Management LLP	122	$11.8K	0.00%
Downshift Financial, LLC	95	$9.25K	0.00%
Sachetta, LLC	87	$8.47K	0.00%
Valued Wealth Advisors LLC	73	$7.11K	0.00%
Purpose Unlimited Inc.	63	$6.24K	0.00%
Creative Capital Management Investments LLC	21	$2.04K	0.00%
Plante Moran Financial Advisors, LLC	16	$1.56K	0.00%
Silver Grove Financial Group, Inc.	13	$1.27K	0.00%
Evolution Advisers, Inc.	12	$1.00K	0.00%
Stone House Investment Management, LLC	7	$682	0.00%
LRI Investments, LLC	6	$584	0.00%
Davis Capital Management	3	$292	0.00%
Hughes Financial Services, LLC	3	$292	0.00%
DecisionPoint Financial, LLC	2	$198	0.00%
Maryland Capital Advisors Inc.	1	$98	0.00%
Zions Bancorporation, National Association	1	$97	0.00%
Navigoe, LLC	4	$0	0.00%

Sold out (47)

Institutions that held Axos Financial, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of AX in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Philadelphia Financial Management of San Francisco, LLC	88,200	$7.50M
Voloridge Investment Management, LLC	63,455	$5.40M
Healthcare of Ontario Pension Plan Trust Fund	51,756	$4.40M
Fred Alger Management, LLC	35,888	$3.05M
Two Sigma Investments, LP	31,577	$2.69M
Integrated Quantitative Investments LLC	24,265	$2.06M
Persistent Asset Partners Ltd	23,326	$1.98M
Jackson Creek Investment Advisors LLC	20,214	$1.72M
Vestcor Inc	17,784	$1.51M
Wakefield Asset Management LLLP	17,149	$1.46M
Polen Capital Management LLC	16,849	$1.43M
Credit Agricole S A	13,610	$1.16M
D. E. Shaw & Co., Inc.	12,824	$1.09M
Horizon Investment Services, LLC	12,592	$1.07M
TD Asset Management Inc	10,453	$889.4K
Legato Capital Management LLC	9,474	$806.1K
Inspire Advisors, LLC	9,344	$795.1K
Equitable Trust Co	6,528	$555.5K
GTS Securities LLC	5,903	$502.3K
Teacher Retirement System of Texas	5,693	$484.4K
Mariner, LLC	5,545	$471.8K
Mangrove Partners	4,213	$358.5K
Balyasny Asset Management LLC	3,195	$271.9K
Schonfeld Strategic Advisors LLC	3,163	$269.1K
MQS Management LLC	3,040	$258.7K
Virtu Financial LLC	3,009	$256.0K
Syon Capital LLC	2,661	$226.4K
Beacon Pointe Advisors, LLC	2,594	$220.7K
NBC Securities, Inc.	1,773	$150.9K
MAI Capital Management	1,562	$132.9K
Advisory Services Network, LLC	1,255	$106.8K
Medallion Wealth Advisors, LLC	896	$76.2K
Root Financial Partners, LLC	506	$43.1K
Nomura Asset Management Co Ltd	310	$26.4K
Clark Wealth Partners	264	$22.5K
Twin Peaks Wealth Advisors, LLC	188	$16.0K
Sound Income Strategies, LLC	101	$8.68K
Quarry LP	76	$6.47K
Quadrant Capital Group LLC	75	$6.38K
Vision Financial Markets LLC	70	$5.96K
CoreCap Advisors, LLC	51	$4.34K
Central Trust Co	12	$1.02K
Bogart Wealth, LLC	5	$425
Annis Gardner Whiting Capital Advisors, LLC	4	$341
Abound Wealth Management	3	$256
Vermillion Wealth Management, Inc.	3	$255
Curio Wealth, LLC	2	$170

Not filed for Q2 2026 yet (4)

Institutions that held Axos Financial, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AX in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Janus Henderson Group PLC	23,907	$2.04M
CWM, LLC	10,140	$862.8K
Jaffetilchin Investment Partners, LLC	6,377	$542.6K
Sunbelt Securities, Inc.	31	$2.64K