Skip to main content

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
Mirabella Financial Services LLP––––Not filed
JustInvest LLC––––Not filed
Foyston, Gordon, & Payne Inc––––Not filed
DRW Securities, LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Qube Research & Technologies Ltd––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
EJF Capital LLC––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Venturi Wealth Management, LLC––––Not filed
HighTower Advisors, LLC––––Not filed
Captrust Financial Advisors––––Not filed
Advisor Group Holdings, Inc.––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Western Wealth Management, LLC––––Not filed
Creative Planning––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
Mission Creek Capital Partners, Inc.––––Not filed
Freestone Grove Partners LP––––Not filed
Mutual Advisors, LLC––––Not filed
Cim Investment Mangement Inc––––Not filed
Ensign Peak Advisors, Inc––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Profund Advisors LLC––––Not filed
STRS Ohio––––Not filed
Pallas Capital Advisors LLC––––Not filed
Pathstone Holdings, LLC––––Not filed
Abel Hall, LLC––––Not filed
Sanctuary Advisors, LLC––––Not filed
Canada Pension Plan Investment Board––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Earnest Partners LLC––––Not filed
Y-Intercept (Hong Kong) Ltd––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Vise Technologies, Inc.––––Not filed
Everence Capital Management Inc––––Not filed
XTX Topco Ltd––––Not filed
Pensionmark Financial Group, LLC––––Not filed
Jane Street Group, LLC––––Not filed
Bourgeon Capital Management LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Victory Financial Group, LLC––––Not filed
Americana Partners, LLC––––Not filed
Summitry LLC––––Not filed
Amundi––––Not filed
Banque Pictet & Cie SA––––Not filed
Swiss Life Asset Management Ltd––––Not filed
Neuberger Berman Group LLC––––Not filed
Two Sigma Securities, LLC––––Not filed
DnB Asset Management AS––––Not filed
Coldstream Capital Management Inc––––Not filed
Mach-1 Financial Group, Inc.––––Not filed
Arcus Capital Partners, LLC––––Not filed
Summit Wealth Group LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Principal Securities, Inc.––––Not filed
Bank of Nova Scotia Trust Co––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
RSM US Wealth Management LLC––––Not filed
Commonwealth Equity Services, LLC––––Not filed
NovaPoint Capital, LLC––––Not filed
Cambria Investment Management, L.P.––––Not filed
Retirement Guys Formula LLC––––Not filed
Premier Fund Managers Ltd––––Not filed
Hohimer Wealth Management, LLC––––Not filed
Martingale Asset Management L P––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Drive Wealth Management, LLC––––Not filed
Waldron Private Wealth LLC––––Not filed
GAMMA Investing LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
denkapparat Operations GmbH––––Not filed
Cresset Asset Management, LLC––––Not filed
Verdence Capital Advisors LLC––––Not filed
Graham Capital Management, L.P.––––Not filed
Chicago Trust Co NA––––Not filed
Leonard Rickey Investment Advisors P.L.L.C.––––Not filed
Entropy Technologies, LP––––Not filed
Toroso Investments, LLC––––Not filed
Jefferies Financial Group Inc.––––Not filed
Palouse Capital Management, Inc.––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Capstone Investment Advisors, LLC––––Not filed
Savant Capital, LLC––––Not filed
KBC Group NV––––Not filed
Huntington National Bank––––Not filed
Global Retirement Partners, LLC––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
National Bank of Canada––––Not filed
Sprucegrove Investment Management Ltd––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
State of Wyoming––––Not filed
Parkside Financial Bank & Trust––––Not filed
Sterling Capital Management LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Group One Trading, L.P.––––Not filed
GWM Advisors LLC––––Not filed
IFP Advisors, Inc––––Not filed