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, Q2 2026
Institutional positions in Axos Financial, Inc. as of Jun 30, 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
- 386
- +4 vs. Q1 2026
- Shares held
- 48.4M
- +691.7K (+1.5%) vs. Q1 2026
- Total value
- $4.71B
- +$660.7M (+16.3%) vs. Q1 2026
- New holders
- 51
- 139 more added
- Sold out
- 47
- 127 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | −12−60.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $97 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1 | $97 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $98 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $198 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $292 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $292 | 0.00% | +3 | New |
| LRI Investments, LLC | 6 | $584 | 0.00% | +6 | New |
| Stone House Investment Management, LLC | 7 | $682 | 0.00% | +7 | New |
| Quent Capital, LLC | 8 | $779 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 9 | $839 | 0.00% | −13−59.1% | Reduced |
| Bruce G. Allen Investments, LLC | 10 | $974 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $974 | 0.00% | +5+100.0% | Added |
| Gilpin Wealth Management, LLC | 10 | $974 | 0.00% | +6+150.0% | Added |
| Covestor Ltd | 8 | $1.00K | 0.00% | +6+300.0% | Added |
| Evolution Advisers, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 12 | $1.17K | 0.00% | +3+33.3% | Added |
| Silver Grove Financial Group, Inc. | 13 | $1.27K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $1.27K | 0.00% | +9+225.0% | Added |
| Torren Management, LLC | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 16 | $1.56K | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 17 | $1.66K | 0.00% | +9+112.5% | Added |
| Godfrey Financial Associates, Inc. | 18 | $1.75K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $1.95K | 0.00% | −5−20.0% | Reduced |
| Ankerstar Wealth, LLC | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 21 | $2.04K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 22 | $2.14K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 25 | $2.44K | 0.00% | −312−92.6% | Reduced |
| Kilter Group LLC | 30 | $2.92K | 0.00% | −16−34.8% | Reduced |
| Larson Financial Group LLC | 34 | $3.31K | 0.00% | +1+3.0% | Added |
| Colonial Trust Co | 35 | $3.35K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43 | $4.19K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $4.29K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 55 | $5.36K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 63 | $6.24K | 0.00% | +63 | New |
| Anchor Investment Management, LLC | 65 | $6.33K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 73 | $7.11K | 0.00% | +73 | New |
| Keating Financial Advisory Services, Inc. | 82 | $7.99K | 0.00% | +11+15.5% | Added |
| Owl Creek Wealth Partners LLC | 84 | $8.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 87 | $8.47K | 0.00% | +87 | New |
| SJS Investment Consulting Inc. | 88 | $8.57K | 0.00% | +73+486.7% | Added |
| Allworth Financial LP | 90 | $8.77K | 0.00% | +3+3.4% | Added |
| CVA Family Office, LLC | 92 | $8.96K | 0.00% | +50+119.0% | Added |
| Downshift Financial, LLC | 95 | $9.25K | 0.00% | +95 | New |
| Cassaday & Co Wealth Management LLC | 100 | $9.74K | 0.00% | −90−47.4% | Reduced |
| Chelsea Counsel Co | 100 | $9.74K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 100 | $9.74K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 102 | $9.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $10.0K | 0.00% | +12+13.2% | Added |
| Rothschild Investment LLC | 105 | $10.2K | 0.00% | +5+5.0% | Added |
| Fortitude Family Office, LLC | 106 | $10.3K | 0.00% | +48+82.8% | Added |
| Private Trust Co NA | 108 | $10.5K | 0.00% | −94−46.5% | Reduced |
| Massmutual Trust Co FSB | 112 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 122 | $11.8K | 0.00% | +122 | New |
| Bokf, NA | 124 | $12.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 160 | $15.6K | 0.00% | −6−3.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $15.7K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 168 | $16.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 173 | $16.8K | 0.01% | −802−82.3% | Reduced |
| Bare Financial Services, Inc | 203 | $19.8K | 0.00% | +94+86.2% | Added |
| Tidemark, LLC | 224 | $21.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 248 | $24.4K | 0.00% | −1−0.4% | Reduced |
| Los Angeles Capital Management LLC | 270 | $26.3K | 0.00% | −5,820−95.6% | Reduced |
| Armstrong Advisory Group, Inc | 292 | $28.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 294 | $28.6K | 0.00% | −473−61.7% | Reduced |
| Parallel Advisors, LLC | 364 | $35.5K | 0.00% | −12−3.2% | Reduced |
| Kemnay Advisory Services Inc. | 375 | $36.5K | 0.00% | +78+26.3% | Added |
| Umb Bank N A | 379 | $36.9K | 0.00% | +31+8.9% | Added |
| Basecamp Wealth Advisors LLC | 393 | $38.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 393 | $38.3K | 0.00% | −83−17.4% | Reduced |
| 1620 Investment Advisors, Inc. | 422 | $41.1K | 0.03% | −90−17.6% | Reduced |
| True Wealth Design, LLC | 432 | $42.1K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 450 | $44.0K | 0.00% | −6−1.3% | Reduced |
| Optiver Holding B.V. | 472 | $46.0K | 0.00% | +472 | New |
| Public Employees Retirement System of Ohio | 484 | $47.1K | 0.00% | +31+6.8% | Added |
| Signature Equity Partners, LLC | 494 | $48.1K | 0.02% | −26−5.0% | Reduced |
| Advisors Asset Management, Inc. | 545 | $53.1K | 0.00% | −1−0.2% | Reduced |
| Elequin Capital LP | 630 | $61.4K | 0.00% | +290+85.3% | Added |
| Reyes Financial Architecture, Inc. | 631 | $61.5K | 0.03% | +39+6.6% | Added |
| Versant Capital Management, Inc | 708 | $69.0K | 0.01% | +310+77.9% | Added |
| Salomon & Ludwin, LLC | 708 | $70.0K | 0.01% | +267+60.5% | Added |
| Hantz Financial Services, Inc. | 749 | $73.0K | 0.00% | −177−19.1% | Reduced |
| Farther Finance Advisors, LLC | 836 | $81.4K | 0.00% | +203+32.1% | Added |
| Farmers & Merchants Investments Inc | 841 | $81.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 888 | $86.5K | 0.00% | +381+75.1% | Added |
| GWM Advisors LLC | 900 | $87.7K | 0.00% | −205−18.6% | Reduced |
| Group One Trading, L.P. | 948 | $92.3K | 0.00% | −1,159−55.0% | Reduced |
| Action Point Financial Planning, LLC | 971 | $94.3K | 0.01% | +971 | New |
| Smartleaf Asset Management LLC | 980 | $94.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,001 | $97.5K | 0.00% | −6,663−86.9% | Reduced |
| Parkside Financial Bank & Trust | 1,014 | $98.8K | 0.01% | −25−2.4% | Reduced |
| State of Wyoming | 1,095 | $106.6K | 0.01% | +745+212.9% | Added |
| Transamerica Financial Advisors, Inc. | 1,206 | $117.5K | 0.01% | +153+14.5% | Added |
| Sprucegrove Investment Management Ltd | 1,400 | $136.3K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,533 | $149.3K | 0.00% | −68−4.2% | Reduced |