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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
Connors Investor Services Inc––––Not filed
Natixis Advisors, L.P.––––Not filed
Rafferty Asset Management, LLC––––Not filed
MetLife Investment Management––––Not filed
Formula Growth Ltd––––Not filed
Bridgeway Capital Management, LLC––––Not filed
Illinois Municipal Retirement Fund––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
State of Alaska, Department of Revenue––––Not filed
SEI Investments Co––––Not filed
PMC FIG Opportunities LLC––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
New York State Common Retirement Fund––––Not filed
Barclays PLC––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Louisiana State Employees Retirement System––––Not filed
Destination Wealth Management––––Not filed
Quantbot Technologies LP––––Not filed
Merit Financial Group, LLC––––Not filed
Denali Advisors LLC––––Not filed
Jupiter Topco LLC––––Not filed
WCM Investment Management, LLC––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Bank of Montreal––––Not filed
Orchard Capital Managment, LLC––––Not filed
Federated Hermes, Inc.––––Not filed
State of Tennessee, Treasury Department––––Not filed
D.A. Davidson & Co.––––Not filed
Avenir Corp––––Not filed
State of New Jersey Common Pension Fund D––––Not filed
OP Asset Management Ltd––––Not filed
Jones Financial Companies LLLP––––Not filed
CI Private Wealth, LLC––––Not filed
Advisory Research Inc––––Not filed
Allstate Corp––––Not filed
Cetera Investment Advisers––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Bullseye Investment Management, LLC––––Not filed
Handelsbanken Fonder AB––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Yousif Capital Management, LLC––––Not filed
Amalgamated Bank––––Not filed
Truist Financial Corp––––Not filed
Evolve Private Wealth, LLC––––Not filed
Arizona State Retirement System––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
US Bancorp––––Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys––––Not filed
Fifth Third Bancorp––––Not filed
Van Hulzen Asset Management, LLC––––Not filed
Mercer Global Advisors Inc––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Oregon Public Employees Retirement Fund––––Not filed
MML Investors Services, LLC––––Not filed
Intech Investment Management LLC––––Not filed
B. Metzler seel. Sohn & Co. AG––––Not filed
Cerity Partners LLC––––Not filed
Nisa Investment Advisors, LLC––––Not filed
KLP Kapitalforvaltning AS––––Not filed
Engineers Gate Manager LP––––Not filed
Aquatic Capital Management LLC––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Keel Point, LLC––––Not filed
Hancock Whitney Corp––––Not filed
Csenge Advisory Group––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Voya Investment Management LLC––––Not filed
Great Lakes Advisors, LLC––––Not filed
CCG Wealth Management, LLC––––Not filed
HSBC Holdings PLC––––Not filed
Ieq Capital, LLC––––Not filed
Pictet Asset Management Holding SA––––Not filed
Aviso Financial Inc.––––Not filed
Pinnacle Associates Ltd––––Not filed
Maryland State Retirement & Pension System––––Not filed
ProShare Advisors LLC––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
National Philanthropic Trust––––Not filed
James Investment Research Inc––––Not filed
Lido Advisors, LLC––––Not filed
Bayview Asset Management, LLC––––Not filed
Stifel Financial Corp––––Not filed
Oak Associates, Ltd––––Not filed
Summit Global Investments––––Not filed
Xponance, Inc.––––Not filed
CenterBook Partners LP––––Not filed
Mutual of America Capital Management LLC––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Waterloo Capital, L.P.––––Not filed
Keebeck Wealth Management, LLC––––Not filed
Susquehanna International Group, LLP––––Not filed
Yorktown Management & Research Co Inc––––Not filed
Alps Advisors Inc––––Not filed
Guggenheim Capital LLC––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Marshall Wace, LLP––––Not filed
Cetera Trust Company, N.A––––Not filed