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 $4.71B 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 | $4.71B |
| Q1 2026 | 387 | $4.05B |
| Q4 2025 | 379 | $3.96B |
| Q3 2025 | 382 | $3.82B |
| Q2 2025 | 365 | $3.41B |
| Q1 2025 | 352 | $2.96B |
| Q4 2024 | 356 | $3.30B |
| Q3 2024 | 335 | $3.01B |
| Q2 2024 | 318 | $2.79B |
| Q1 2024 | 310 | $2.64B |
| Q4 2023 | 303 | $2.70B |
| Q3 2023 | 261 | $1.82B |
| Q2 2023 | 260 | $1.90B |
| Q1 2023 | 256 | $1.75B |
| Q4 2022 | 244 | $1.80B |
| Q3 2022 | 251 | $1.61B |
| Q2 2022 | 239 | $1.68B |
| Q1 2022 | 248 | $2.13B |
| Q4 2021 | 244 | $2.54B |
| 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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 6,638 | $646.5K | 0.00% | +363+5.8% | Added |
| Summit Global Investments | 6,778 | $660.0K | 0.04% | +1,342+24.7% | Added |
| Oak Associates, Ltd | 7,059 | $687.5K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,146 | $695.9K | 0.00% | +20.0% | Added |
| Bayview Asset Management, LLC | 7,420 | $722.6K | 0.54% | +7,420 | New |
| Lido Advisors, LLC | 7,503 | $730.7K | 0.00% | +443+6.3% | Added |
| James Investment Research Inc | 7,548 | $735.1K | 0.07% | 00.0% | Unchanged |
| National Philanthropic Trust | 7,658 | $745.8K | 0.01% | +973+14.6% | Added |
| Concurrent Investment Advisors, LLC | 7,726 | $752.4K | 0.01% | −490−6.0% | Reduced |
| ProShare Advisors LLC | 7,933 | $772.6K | 0.00% | −560−6.6% | Reduced |
| Maryland State Retirement & Pension System | 8,274 | $805.8K | 0.01% | +15+0.2% | Added |
| Pinnacle Associates Ltd | 8,339 | $812.1K | 0.01% | −20.0% | Reduced |
| Aviso Financial Inc. | 8,630 | $840.5K | 0.03% | −464−5.1% | Reduced |
| Pictet Asset Management Holding SA | 8,765 | $853.6K | 0.00% | −365−4.0% | Reduced |
| Ieq Capital, LLC | 9,540 | $929.1K | 0.00% | −16,049−62.7% | Reduced |
| HSBC Holdings PLC | 10,018 | $969.6K | 0.00% | +6,958+227.4% | Added |
| CCG Wealth Management, LLC | 10,000 | $973.9K | 0.23% | −152,896−93.9% | Reduced |
| Great Lakes Advisors, LLC | 10,262 | $999.4K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,422 | $1.01M | 0.00% | +1,073+11.5% | Added |
| TD Waterhouse Canada Inc. | 10,650 | $1.06M | 0.00% | −218−2.0% | Reduced |
| Csenge Advisory Group | 11,370 | $1.11M | 0.05% | −2,935−20.5% | Reduced |
| Hancock Whitney Corp | 11,460 | $1.12M | 0.02% | +252+2.2% | Added |
| Keel Point, LLC | 11,497 | $1.12M | 0.07% | +100+0.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,559 | $1.13M | 0.00% | −12,195−51.3% | Reduced |
| Aquatic Capital Management LLC | 11,631 | $1.13M | 0.04% | +11,628+387,600.0% | Added |
| Engineers Gate Manager LP | 11,663 | $1.14M | 0.01% | +661+6.0% | Added |
| KLP Kapitalforvaltning AS | 11,800 | $1.15M | 0.00% | −4,500−27.6% | Reduced |
| Nisa Investment Advisors, LLC | 12,173 | $1.19M | 0.00% | +725+6.3% | Added |
| Cerity Partners LLC | 12,309 | $1.20M | 0.00% | −112,903−90.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,628 | $1.23M | 0.01% | −352−2.7% | Reduced |
| Intech Investment Management LLC | 12,633 | $1.23M | 0.01% | −2,637−17.3% | Reduced |
| MML Investors Services, LLC | 12,796 | $1.25M | 0.00% | +1,747+15.8% | Added |
| Oregon Public Employees Retirement Fund | 12,904 | $1.26M | 0.01% | −100−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 13,155 | $1.28M | 0.01% | −22,200−62.8% | Reduced |
| Mercer Global Advisors Inc | 13,375 | $1.30M | 0.00% | +646+5.1% | Added |
| Van Hulzen Asset Management, LLC | 13,424 | $1.31M | 0.09% | −2,750−17.0% | Reduced |
| Fifth Third Bancorp | 13,471 | $1.31M | 0.00% | −355−2.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,489 | $1.31M | 0.01% | −527−3.8% | Reduced |
| US Bancorp | 13,759 | $1.34M | 0.00% | −2,430−15.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,900 | $1.35M | 0.00% | −373−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,037 | $1.37M | 0.01% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 14,072 | $1.37M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,075 | $1.37M | 0.01% | −730−4.9% | Reduced |
| Evolve Private Wealth, LLC | 14,380 | $1.40M | 0.09% | +710+5.2% | Added |
| Truist Financial Corp | 14,398 | $1.40M | 0.00% | +902+6.7% | Added |
| Amalgamated Bank | 15,239 | $1.48M | 0.01% | −937−5.8% | Reduced |
| Yousif Capital Management, LLC | 15,421 | $1.50M | 0.02% | +20+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 15,636 | $1.52M | 0.00% | −1,895−10.8% | Reduced |
| Handelsbanken Fonder AB | 15,695 | $1.53M | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 15,786 | $1.54M | 0.76% | +3,626+29.8% | Added |
| State Board of Administration of Florida Retirement System | 15,891 | $1.55M | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 16,370 | $1.59M | 0.01% | +1,499+10.1% | Added |
| Cetera Investment Advisers | 16,599 | $1.62M | 0.00% | −45−0.3% | Reduced |
| Allstate Corp | 16,831 | $1.64M | 0.02% | +16,831 | New |
| Advisory Research Inc | 17,011 | $1.66M | 0.17% | +94+0.6% | Added |
| Ridgewood Investments LLC | 17,836 | $1.74M | 0.65% | −215−1.2% | Reduced |
| CI Private Wealth, LLC | 18,403 | $1.79M | 0.00% | +15,554+545.9% | Added |
| Jones Financial Companies LLLP | 19,022 | $1.83M | 0.00% | +5,833+44.2% | Added |
| OP Asset Management Ltd | 19,397 | $1.89M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 20,443 | $1.99M | 0.01% | −3,483−14.6% | Reduced |
| Avenir Corp | 20,790 | $2.02M | 0.25% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 21,117 | $2.06M | 0.01% | −5,463−20.6% | Reduced |
| State of Tennessee, Treasury Department | 21,825 | $2.13M | 0.01% | −12,370−36.2% | Reduced |
| Federated Hermes, Inc. | 22,200 | $2.16M | 0.00% | −2,176−8.9% | Reduced |
| Orchard Capital Managment, LLC | 22,491 | $2.19M | 2.40% | +283+1.3% | Added |
| Bank of Montreal | 22,622 | $2.20M | 0.00% | −263−1.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,984 | $2.24M | 0.00% | −1,064−4.4% | Reduced |
| WCM Investment Management, LLC | 23,623 | $2.28M | 0.00% | −71,743−75.2% | Reduced |
| Jupiter Topco LLC | 23,907 | $2.33M | 0.00% | +23,907 | New |
| Denali Advisors LLC | 24,134 | $2.35M | 0.24% | +24,134 | New |
| Merit Financial Group, LLC | 24,147 | $2.35M | 0.01% | +20,955+656.5% | Added |
| Quantbot Technologies LP | 24,231 | $2.36M | 0.09% | +20,049+479.4% | Added |
| Destination Wealth Management | 24,400 | $2.38M | 0.06% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,900 | $2.43M | 0.04% | −200−0.8% | Reduced |
| Vanguard Global Advisers, LLC | 25,011 | $2.44M | 0.00% | −448−1.8% | Reduced |
| Barclays PLC | 25,028 | $2.44M | 0.00% | −6,456−20.5% | Reduced |
| New York State Common Retirement Fund | 25,262 | $2.46M | 0.00% | +6,395+33.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,560 | $2.49M | 0.00% | +54+0.2% | Added |
| PMC FIG Opportunities LLC | 25,599 | $2.49M | 4.00% | −33,681−56.8% | Reduced |
| SEI Investments Co | 26,178 | $2.55M | 0.00% | +185+0.7% | Added |
| State of Alaska, Department of Revenue | 27,532 | $2.68M | 0.03% | −9,231−25.1% | Reduced |
| Manufacturers Life Insurance Company, The | 29,440 | $2.87M | 0.00% | +2,709+10.1% | Added |
| Illinois Municipal Retirement Fund | 29,515 | $2.87M | 0.03% | +397+1.4% | Added |
| Bridgeway Capital Management, LLC | 30,200 | $2.94M | 0.05% | 00.0% | Unchanged |
| Formula Growth Ltd | 30,624 | $2.98M | 1.05% | 00.0% | Unchanged |
| MetLife Investment Management | 32,274 | $3.14M | 0.01% | +2,603+8.8% | Added |
| Rafferty Asset Management, LLC | 32,490 | $3.16M | 0.01% | −9,762−23.1% | Reduced |
| Natixis Advisors, L.P. | 32,937 | $3.21M | 0.00% | +5,902+21.8% | Added |
| Connors Investor Services Inc | 32,946 | $3.21M | 0.28% | −117−0.4% | Reduced |
| SG Americas Securities, LLC | 32,979 | $3.21M | 0.00% | +7,055+27.2% | Added |
| BNP Paribas Arbitrage, SA | 33,241 | $3.24M | 0.00% | +5,333+19.1% | Added |
| LPL Financial LLC | 33,261 | $3.24M | 0.00% | −625−1.8% | Reduced |
| BW Gestao de Investimentos Ltda. | 35,000 | $3.41M | 0.08% | +35,000 | New |
| S&T Bank | 36,451 | $3.55M | 1.07% | −6,063−14.3% | Reduced |
| Global Frontier Investments LLC | 37,000 | $3.60M | 0.62% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 38,665 | $3.77M | 0.01% | −2,288−5.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 41,598 | $4.05M | 0.01% | +1,719+4.3% | Added |
| Colony Group, LLC | 41,730 | $4.06M | 0.00% | −564−1.3% | Reduced |
| Thrivent Financial for Lutherans | 43,966 | $4.28M | 0.01% | −1,960−4.3% | Reduced |
| Great West Life Assurance Co | 44,485 | $4.34M | 0.01% | −2,035−4.4% | Reduced |