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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.

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

Q3 2026 vs. Q2 2026

How the institutions holding Axos Financial, Inc. changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of AX: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders38738340
Shares48.4M48.3M69.4K−1.11K (−1.6%)
Value$4.71B$4.70B$6.00M−$858.4K (−12.5%)

383 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held Axos Financial, Inc. at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (0)

Institutions that held Axos Financial, Inc. at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (383)

Institutions that held Axos Financial, Inc. at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 383 by value.

Institutions holding AX in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
BlackRock, Inc.8,389,477$817.1M
Vanguard Portfolio Management LLC3,136,801$305.5M
State Street Corp3,023,908$294.5M
FMR LLC2,969,246$289.2M
American Century Companies Inc2,705,653$263.5M
Vanguard Capital Management LLC2,466,744$240.2M
Dimensional Fund Advisors LP2,197,135$214.0M
Geode Capital Management, LLC1,967,141$194.1M
Davis Asset Management, L.P.1,535,219$149.5M
Charles Schwab Investment Management Inc751,934$73.2M
Franklin Resources Inc714,462$69.6M
Northern Trust Corp710,371$69.2M
Ameriprise Financial Inc654,362$63.7M
Invesco Ltd.617,610$60.1M
Morgan Stanley591,123$57.6M
Emerald Advisers, LLC536,162$52.2M
Wasatch Advisors Inc515,576$50.2M
Geneva Capital Management LLC477,009$46.5M
Wellington Management Group LLP470,586$45.8M
Goldman Sachs Group Inc453,375$44.2M
Boston Partners433,647$42.3M
Kennedy Capital Management, Inc.426,294$41.5M
Arrowstreet Capital, Limited Partnership409,682$39.9M
Vanguard Fiduciary Trust Co379,189$36.9M
Bank of New York Mellon Corp378,027$36.8M
Bragg Financial Advisors, Inc377,229$36.7M
Citadel Advisors LLC375,753$36.6M
Emerald Mutual Fund Advisers Trust366,712$35.7M
Principal Financial Group Inc362,676$35.3M
Shaker Investments LLC356,376$34.7M
1832 Asset Management L.P.347,070$33.8M
Allspring Global Investments Holdings, LLC317,854$31.4M
UBS Group AG316,780$30.9M
Loomis Sayles & Co L P290,688$28.3M
Stieven Capital Advisors, L.P.256,345$25.0M
Nuveen, LLC256,326$25.0M
Empowered Funds, LLC251,087$24.5M
Public Sector Pension Investment Board249,863$24.3M
JPMorgan Chase & Co237,791$23.2M
First Eagle Investment Management, LLC213,312$20.8M
AQR Capital Management LLC201,867$19.7M
Royce & Associates LP201,214$19.6M
Raymond James Financial Inc174,909$17.0M
Bank of America Corp168,773$16.4M
Gator Capital Management, LLC166,475$16.2M
Osterweis Capital Management Inc165,685$16.1M
Algert Global LLC157,663$15.4M
Empirical Finance, LLC152,847$14.9M
Pembroke Management, LTD143,152$13.9M
Rhumbline Advisers139,543$13.6M
Nomura Asset Management International Inc.138,730$13.5M
State of Wisconsin Investment Board136,086$13.3M
Brevan Howard Capital Management LP128,644$12.5M
Legal & General Group Plc127,673$12.4M
Ategra Capital Management, LLC113,765$11.1M
Swiss National Bank102,400$9.97M
Militia Capital Management LLC100,000$9.74M
Kestrel Investment Management Corp95,150$9.27M
Renaissance Group LLC94,091$9.16M
First Trust Advisors LP93,953$9.15M
UBS Asset Management Americas Inc92,990$9.06M
Victory Capital Management Inc90,295$8.79M
Quantinno Capital Management LP86,261$8.40M
FIL Ltd85,000$8.28M
Bessemer Group Inc84,361$8.22M
Prudential Financial Inc80,808$7.87M
Envestnet Asset Management Inc80,614$7.85M
Lord, Abbett & Co. LLC79,548$7.75M
Russell Investments Group, Ltd.77,525$7.55M
Ci Investments Inc.76,417$7.44M
Price T Rowe Associates Inc73,761$7.18M
Citigroup Inc67,670$6.59M
Squarepoint Ops LLC63,581$6.19M
LGT Fund Management Co Ltd.62,450$6.08M
Alliancebernstein L.P.70,074$5.96M
California State Teachers Retirement System58,192$5.67M
Wells Fargo & Company57,963$5.65M
Deutsche Bank AG57,785$5.63M
Kornitzer Capital Management Inc53,867$5.25M
TCW Group Inc53,520$5.21M
Vanguard Asset Management, Ltd51,693$5.03M
Royal Bank of Canada51,068$4.97M
Boothbay Fund Management, LLC49,401$4.81M
Edgestream Partners, L.P.46,953$4.57M
Livforsakringsbolaget Skandia, Omsesidigt44,700$4.35M
Great West Life Assurance Co44,485$4.34M
Thrivent Financial for Lutherans43,966$4.28M
Colony Group, LLC41,730$4.06M
Wealth Enhancement Advisory Services, LLC41,598$4.05M
New York State Teachers Retirement System38,665$3.77M
Global Frontier Investments LLC37,000$3.60M
S&T Bank36,451$3.55M
BW Gestao de Investimentos Ltda.35,000$3.41M
LPL Financial LLC33,261$3.24M
BNP Paribas Arbitrage, SA33,241$3.24M
SG Americas Securities, LLC32,979$3.21M
Connors Investor Services Inc32,946$3.21M
Natixis Advisors, L.P.32,937$3.21M
Rafferty Asset Management, LLC32,490$3.16M
MetLife Investment Management32,274$3.14M