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 $4.73B 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 | $4.73B |
| Q1 2026 | 387 | $4.07B |
| Q4 2025 | 379 | $3.97B |
| Q3 2025 | 382 | $3.86B |
| Q2 2025 | 365 | $3.43B |
| Q1 2025 | 352 | $2.97B |
| Q4 2024 | 356 | $3.31B |
| Q3 2024 | 335 | $3.02B |
| Q2 2024 | 318 | $2.81B |
| Q1 2024 | 310 | $2.74B |
| Q4 2023 | 303 | $2.84B |
| Q3 2023 | 261 | $1.83B |
| Q2 2023 | 260 | $1.90B |
| Q1 2023 | 256 | $1.79B |
| Q4 2022 | 244 | $1.80B |
| Q3 2022 | 252 | $1.62B |
| Q2 2022 | 239 | $1.69B |
| Q1 2022 | 248 | $2.14B |
| Q4 2021 | 244 | $2.56B |
| 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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 1,868 | $181.9K | 0.00% | +1,868 | New |
| Global Retirement Partners, LLC | 1,876 | $182.7K | 0.00% | +1,876 | New |
| Huntington National Bank | 1,960 | $190.9K | 0.00% | −344−14.9% | Reduced |
| KBC Group NV | 1,983 | $193.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,100 | $204.5K | 0.00% | +2,100 | New |
| Capstone Investment Advisors, LLC | 2,118 | $206.3K | 0.00% | +2,118 | New |
| Rockefeller Capital Management L.P. | 2,136 | $208.0K | 0.00% | −40−1.8% | Reduced |
| Palouse Capital Management, Inc. | 2,158 | $210.2K | 0.13% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,187 | $213.0K | 0.00% | −3,552−61.9% | Reduced |
| Toroso Investments, LLC | 2,203 | $214.6K | 0.00% | +2,203 | New |
| Entropy Technologies, LP | 2,205 | $214.7K | 0.01% | +2,205 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,213 | $215.5K | 0.03% | +2,213 | New |
| Chicago Trust Co NA | 2,225 | $216.7K | 0.03% | +2,225 | New |
| Graham Capital Management, L.P. | 2,281 | $222.1K | 0.01% | +2,281 | New |
| Verdence Capital Advisors LLC | 2,350 | $228.9K | 0.01% | −57−2.4% | Reduced |
| Cresset Asset Management, LLC | 2,351 | $229.0K | 0.00% | −26−1.1% | Reduced |
| denkapparat Operations GmbH | 2,390 | $232.8K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,422 | $235.9K | 0.01% | −1,128−31.8% | Reduced |
| GAMMA Investing LLC | 2,427 | $236.4K | 0.01% | +150+6.6% | Added |
| Waldron Private Wealth LLC | 2,487 | $242.2K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,495 | $243.0K | 0.04% | −11−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,497 | $243.2K | 0.00% | +2,497 | New |
| Steward Partners Investment Advisory, LLC | 2,505 | $244.0K | 0.00% | +23+0.9% | Added |
| Martingale Asset Management L P | 2,512 | $244.6K | 0.01% | +2,512 | New |
| Hohimer Wealth Management, LLC | 2,554 | $248.7K | 0.03% | +11+0.4% | Added |
| Premier Fund Managers Ltd | 2,581 | $249.0K | 0.02% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,560 | $249.3K | 0.09% | +17+0.7% | Added |
| Cambria Investment Management, L.P. | 2,587 | $251.9K | 0.01% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 2,600 | $253.2K | 0.05% | +2,600 | New |
| Commonwealth Equity Services, LLC | 2,662 | $259.3K | 0.00% | +45+1.7% | Added |
| RSM US Wealth Management LLC | 2,682 | $261.2K | 0.00% | +78+3.0% | Added |
| OpenArc Corporate Advisory, LLC | 2,683 | $261.3K | 0.00% | +9+0.3% | Added |
| Bank of Nova Scotia Trust Co | 2,715 | $264.4K | 0.02% | −430−13.7% | Reduced |
| Principal Securities, Inc. | 2,724 | $265.3K | 0.00% | +2,724 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,737 | $266.6K | 0.03% | +36+1.3% | Added |
| Summit Wealth Group LLC | 2,764 | $269.2K | 0.02% | +14+0.5% | Added |
| Arcus Capital Partners, LLC | 2,775 | $270.3K | 0.11% | +139+5.3% | Added |
| Mach-1 Financial Group, Inc. | 2,776 | $270.4K | 0.10% | −435−13.5% | Reduced |
| Coldstream Capital Management Inc | 2,829 | $275.5K | 0.00% | −3,188−53.0% | Reduced |
| DnB Asset Management AS | 2,873 | $279.8K | 0.00% | −427−12.9% | Reduced |
| Two Sigma Securities, LLC | 2,874 | $279.9K | 0.02% | +2,874 | New |
| Neuberger Berman Group LLC | 2,879 | $280.4K | 0.00% | +65+2.3% | Added |
| Swiss Life Asset Management Ltd | 2,885 | $281.0K | 0.00% | −2,929−50.4% | Reduced |
| Banque Pictet & Cie SA | 3,039 | $296.0K | 0.00% | +3,039 | New |
| Amundi | 3,047 | $296.7K | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 3,052 | $297.2K | 0.01% | +34+1.1% | Added |
| Americana Partners, LLC | 3,068 | $298.8K | 0.01% | +3,068 | New |
| Victory Financial Group, LLC | 3,109 | $302.8K | 0.03% | +439+16.4% | Added |
| CIBC Bancorp USA Inc. | 3,126 | $304.4K | 0.00% | +351+12.6% | Added |
| Bourgeon Capital Management LLC | 3,200 | $311.6K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,232 | $314.8K | 0.00% | +3,232 | New |
| Pensionmark Financial Group, LLC | 3,709 | $315.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,327 | $324.0K | 0.00% | −435−11.6% | Reduced |
| Everence Capital Management Inc | 3,442 | $335.0K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,544 | $345.1K | 0.00% | −1,169−24.8% | Reduced |
| Crossmark Global Holdings, Inc. | 3,565 | $347.2K | 0.00% | −166−4.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,594 | $350.0K | 0.01% | +3,594 | New |
| Earnest Partners LLC | 3,600 | $350.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,663 | $356.7K | 0.00% | −682−15.7% | Reduced |
| Canada Pension Plan Investment Board | 4,000 | $389.6K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,109 | $400.2K | 0.00% | +4,109 | New |
| Abel Hall, LLC | 4,176 | $406.7K | 0.07% | +524+14.3% | Added |
| Pathstone Holdings, LLC | 4,214 | $410.4K | 0.00% | +4,214 | New |
| Pallas Capital Advisors LLC | 4,238 | $412.7K | 0.01% | −15−0.4% | Reduced |
| STRS Ohio | 4,300 | $418.8K | 0.00% | +1,000+30.3% | Added |
| Profund Advisors LLC | 4,305 | $419.3K | 0.01% | +811+23.2% | Added |
| J.W. Cole Advisors, Inc. | 4,355 | $424.1K | 0.01% | +40+0.9% | Added |
| Ensign Peak Advisors, Inc | 4,497 | $438.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,598 | $447.8K | 0.01% | +13+0.3% | Added |
| Freestone Grove Partners LP | 4,612 | $449.2K | 0.00% | +4,578+13,464.7% | Added |
| Mission Creek Capital Partners, Inc. | 4,631 | $451.0K | 0.08% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 4,770 | $464.6K | 0.01% | −46−1.0% | Reduced |
| Creative Planning | 4,776 | $465.1K | 0.00% | −289−5.7% | Reduced |
| Western Wealth Management, LLC | 4,800 | $467.5K | 0.02% | −54−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 4,803 | $467.8K | 0.00% | +3,703+336.6% | Added |
| Advisor Group Holdings, Inc. | 4,924 | $479.5K | 0.00% | +1,517+44.5% | Added |
| Captrust Financial Advisors | 4,963 | $483.3K | 0.00% | +2,171+77.8% | Added |
| HighTower Advisors, LLC | 4,994 | $486.4K | 0.00% | −895−15.2% | Reduced |
| EJF Capital LLC | 5,000 | $486.9K | 0.33% | −120−2.3% | Reduced |
| Venturi Wealth Management, LLC | 5,000 | $486.9K | 0.02% | +400+8.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,000 | $486.9K | 0.00% | +5,000 | New |
| Ameritas Investment Partners, Inc. | 5,037 | $490.6K | 0.01% | +619+14.0% | Added |
| Qube Research & Technologies Ltd | 5,155 | $502.0K | 0.00% | −11,315−68.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,213 | $507.7K | 0.01% | +975+23.0% | Added |
| DRW Securities, LLC | 5,254 | $511.7K | 0.03% | +5,254 | New |
| Foyston, Gordon, & Payne Inc | 5,282 | $514.4K | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 5,428 | $528.6K | 0.00% | +510+10.4% | Added |
| Mirabella Financial Services LLP | 5,572 | $542.7K | 0.05% | +5,572 | New |
| Cetera Trust Company, N.A | 5,620 | $547.3K | 0.27% | +125+2.3% | Added |
| Marshall Wace, LLP | 5,751 | $560.1K | 0.00% | +5,751 | New |
| The PNC Financial Services Group, Inc. | 5,804 | $565.3K | 0.00% | +73+1.3% | Added |
| Guggenheim Capital LLC | 5,876 | $572.3K | 0.00% | +5,876 | New |
| Alps Advisors Inc | 5,924 | $576.9K | 0.00% | +71+1.2% | Added |
| Yorktown Management & Research Co Inc | 6,000 | $584.3K | 0.36% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,172 | $601.1K | 0.00% | −33,192−84.3% | Reduced |
| Keebeck Wealth Management, LLC | 6,185 | $602.4K | 0.06% | −324−5.0% | Reduced |
| Waterloo Capital, L.P. | 6,355 | $618.9K | 0.03% | +10.0% | Added |
| Public Employees Retirement Association of Colorado | 6,505 | $634.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,515 | $634.5K | 0.01% | +29+0.4% | Added |
| CenterBook Partners LP | 6,564 | $639.3K | 0.03% | +646+10.9% | Added |