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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, Q3 2026

Institutional positions in Axos Financial, Inc. as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
4
0 vs. Q2 2026
Shares held
69.4K
−1.11K (−1.6%) vs. Q2 2026
Total value
$6.00M
−$858.4K (−12.5%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
2 more reduced

383 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
Q1 2021: 233 institutionsQ2 2021: 233 institutionsQ3 2021: 232 institutionsQ4 2021: 244 institutionsQ1 2022: 248 institutionsQ2 2022: 239 institutionsQ3 2022: 251 institutionsQ4 2022: 244 institutionsQ1 2023: 256 institutionsQ2 2023: 260 institutionsQ3 2023: 261 institutionsQ4 2023: 303 institutionsQ1 2024: 310 institutionsQ2 2024: 318 institutionsQ3 2024: 335 institutionsQ4 2024: 356 institutionsQ1 2025: 352 institutionsQ2 2025: 365 institutionsQ3 2025: 382 institutionsQ4 2025: 379 institutionsQ1 2026: 387 institutionsQ2 2026: 387 institutions
Value held
Q1 2021: $2.11BQ2 2021: $2.11BQ3 2021: $2.38BQ4 2021: $2.54BQ1 2022: $2.13BQ2 2022: $1.68BQ3 2022: $1.61BQ4 2022: $1.80BQ1 2023: $1.75BQ2 2023: $1.90BQ3 2023: $1.82BQ4 2023: $2.70BQ1 2024: $2.64BQ2 2024: $2.79BQ3 2024: $3.01BQ4 2024: $3.30BQ1 2025: $2.96BQ2 2025: $3.41BQ3 2025: $3.82BQ4 2025: $3.96BQ1 2026: $4.05BQ2 2026: $4.71B
Institutions holding AX and their total value by quarter
QuarterHoldersValue
Q2 2026387$4.71B
Q1 2026387$4.05B
Q4 2025379$3.96B
Q3 2025382$3.82B
Q2 2025365$3.41B
Q1 2025352$2.96B
Q4 2024356$3.30B
Q3 2024335$3.01B
Q2 2024318$2.79B
Q1 2024310$2.64B
Q4 2023303$2.70B
Q3 2023261$1.82B
Q2 2023260$1.90B
Q1 2023256$1.75B
Q4 2022244$1.80B
Q3 2022251$1.61B
Q2 2022239$1.68B
Q1 2022248$2.13B
Q4 2021244$2.54B
Q3 2021232$2.38B
Q2 2021233$2.11B
Q1 2021233$2.11B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Axos Financial, Inc.; share changes are against Q2 2026.

Institutions holding AX in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Argent Capital Management LLC50,744$4.39M0.14%−1,067−2.1%Reduced
Ridgewood Investments LLC17,661$1.53M0.56%−175−1.0%Reduced
Versant Capital Management, Inc842$72.9K0.01%+134+18.9%Added
Massmutual Trust Co FSB112$9.70K0.00%00.0%Unchanged
BlackRock, Inc.––––Not filed
Vanguard Portfolio Management LLC––––Not filed
State Street Corp––––Not filed
FMR LLC––––Not filed
American Century Companies Inc––––Not filed
Vanguard Capital Management LLC––––Not filed
Dimensional Fund Advisors LP––––Not filed
Geode Capital Management, LLC––––Not filed
Davis Asset Management, L.P.––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Franklin Resources Inc––––Not filed
Northern Trust Corp––––Not filed
Ameriprise Financial Inc––––Not filed
Invesco Ltd.––––Not filed
Morgan Stanley––––Not filed
Emerald Advisers, LLC––––Not filed
Wasatch Advisors Inc––––Not filed
Geneva Capital Management LLC––––Not filed
Wellington Management Group LLP––––Not filed
Goldman Sachs Group Inc––––Not filed
Boston Partners––––Not filed
Kennedy Capital Management, Inc.––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Bank of New York Mellon Corp––––Not filed
Bragg Financial Advisors, Inc––––Not filed
Citadel Advisors LLC––––Not filed
Emerald Mutual Fund Advisers Trust––––Not filed
Principal Financial Group Inc––––Not filed
Shaker Investments LLC––––Not filed
1832 Asset Management L.P.––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
UBS Group AG––––Not filed
Loomis Sayles & Co L P––––Not filed
Stieven Capital Advisors, L.P.––––Not filed
Nuveen, LLC––––Not filed
Empowered Funds, LLC––––Not filed
Public Sector Pension Investment Board––––Not filed
JPMorgan Chase & Co––––Not filed
First Eagle Investment Management, LLC––––Not filed
AQR Capital Management LLC––––Not filed
Royce & Associates LP––––Not filed
Raymond James Financial Inc––––Not filed
Bank of America Corp––––Not filed
Gator Capital Management, LLC––––Not filed
Osterweis Capital Management Inc––––Not filed
Algert Global LLC––––Not filed
Empirical Finance, LLC––––Not filed
Pembroke Management, LTD––––Not filed
Rhumbline Advisers––––Not filed
Nomura Asset Management International Inc.––––Not filed
State of Wisconsin Investment Board––––Not filed
Brevan Howard Capital Management LP––––Not filed
Legal & General Group Plc––––Not filed
Ategra Capital Management, LLC––––Not filed
Swiss National Bank––––Not filed
Militia Capital Management LLC––––Not filed
Kestrel Investment Management Corp––––Not filed
Renaissance Group LLC––––Not filed
First Trust Advisors LP––––Not filed
UBS Asset Management Americas Inc––––Not filed
Victory Capital Management Inc––––Not filed
Quantinno Capital Management LP––––Not filed
FIL Ltd––––Not filed
Bessemer Group Inc––––Not filed
Prudential Financial Inc––––Not filed
Envestnet Asset Management Inc––––Not filed
Lord, Abbett & Co. LLC––––Not filed
Russell Investments Group, Ltd.––––Not filed
Ci Investments Inc.––––Not filed
Price T Rowe Associates Inc––––Not filed
Citigroup Inc––––Not filed
Squarepoint Ops LLC––––Not filed
LGT Fund Management Co Ltd.––––Not filed
Alliancebernstein L.P.––––Not filed
California State Teachers Retirement System––––Not filed
Wells Fargo & Company––––Not filed
Deutsche Bank AG––––Not filed
Kornitzer Capital Management Inc––––Not filed
TCW Group Inc––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Royal Bank of Canada––––Not filed
Boothbay Fund Management, LLC––––Not filed
Edgestream Partners, L.P.––––Not filed
Livforsakringsbolaget Skandia, Omsesidigt––––Not filed
Great West Life Assurance Co––––Not filed
Thrivent Financial for Lutherans––––Not filed
Colony Group, LLC––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
New York State Teachers Retirement System––––Not filed
Global Frontier Investments LLC––––Not filed
S&T Bank––––Not filed
BW Gestao de Investimentos Ltda.––––Not filed
LPL Financial LLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
SG Americas Securities, LLC––––Not filed