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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 44,700 | $4.35M | 0.15% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 46,953 | $4.57M | 0.14% | +34,118+265.8% | Added |
| Boothbay Fund Management, LLC | 49,401 | $4.81M | 0.09% | −18,379−27.1% | Reduced |
| Royal Bank of Canada | 51,068 | $4.97M | 0.00% | −47,149−48.0% | Reduced |
| Vanguard Asset Management, Ltd | 51,693 | $5.03M | 0.00% | +115+0.2% | Added |
| Argent Capital Management LLC | 51,811 | $5.05M | 0.16% | −42,118−44.8% | Reduced |
| TCW Group Inc | 53,520 | $5.21M | 0.04% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 53,867 | $5.25M | 0.11% | +53,867 | New |
| Deutsche Bank AG | 57,785 | $5.63M | 0.00% | +9,691+20.2% | Added |
| Wells Fargo & Company | 57,963 | $5.65M | 0.00% | +22,808+64.9% | Added |
| California State Teachers Retirement System | 58,192 | $5.67M | 0.01% | −4,209−6.7% | Reduced |
| Alliancebernstein L.P. | 70,074 | $5.96M | 0.00% | +4,044+6.1% | Added |
| LGT Fund Management Co Ltd. | 62,450 | $6.08M | 0.25% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 63,581 | $6.19M | 0.01% | −116,826−64.8% | Reduced |
| Citigroup Inc | 67,670 | $6.59M | 0.00% | +11,968+21.5% | Added |
| Price T Rowe Associates Inc | 73,761 | $7.18M | 0.00% | +11,616+18.7% | Added |
| Ci Investments Inc. | 76,417 | $7.44M | 0.02% | −8,600−10.1% | Reduced |
| Russell Investments Group, Ltd. | 77,525 | $7.55M | 0.01% | +30,075+63.4% | Added |
| Lord, Abbett & Co. LLC | 79,548 | $7.75M | 0.02% | −449−0.6% | Reduced |
| Envestnet Asset Management Inc | 80,614 | $7.85M | 0.00% | +3,077+4.0% | Added |
| Prudential Financial Inc | 80,808 | $7.87M | 0.01% | −41,190−33.8% | Reduced |
| Bessemer Group Inc | 84,361 | $8.22M | 0.01% | +70.0% | Added |
| FIL Ltd | 85,000 | $8.28M | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 86,261 | $8.40M | 0.01% | +29,736+52.6% | Added |
| Victory Capital Management Inc | 90,295 | $8.79M | 0.00% | −4,342−4.6% | Reduced |
| UBS Asset Management Americas Inc | 92,990 | $9.06M | 0.00% | −1,681−1.8% | Reduced |
| First Trust Advisors LP | 93,953 | $9.15M | 0.01% | +30,842+48.9% | Added |
| Renaissance Group LLC | 94,091 | $9.16M | 0.37% | −19,293−17.0% | Reduced |
| Kestrel Investment Management Corp | 95,150 | $9.27M | 5.04% | 00.0% | Unchanged |
| Militia Capital Management LLC | 100,000 | $9.74M | 1.76% | 00.0% | Unchanged |
| Swiss National Bank | 102,400 | $9.97M | 0.01% | −4,000−3.8% | Reduced |
| Ategra Capital Management, LLC | 113,765 | $11.1M | 5.89% | 00.0% | Unchanged |
| Legal & General Group Plc | 127,673 | $12.4M | 0.00% | +1,058+0.8% | Added |
| Brevan Howard Capital Management LP | 128,644 | $12.5M | 0.18% | −6,485−4.8% | Reduced |
| State of Wisconsin Investment Board | 136,086 | $13.3M | 0.03% | −7,695−5.4% | Reduced |
| Nomura Asset Management International Inc. | 138,730 | $13.5M | 0.02% | +138,730 | New |
| Rhumbline Advisers | 139,543 | $13.6M | 0.01% | −16,830−10.8% | Reduced |
| Pembroke Management, LTD | 143,152 | $13.9M | 1.80% | −5,439−3.7% | Reduced |
| Empirical Finance, LLC | 152,847 | $14.9M | 0.62% | −25,434−14.3% | Reduced |
| Algert Global LLC | 157,663 | $15.4M | 0.18% | −34,181−17.8% | Reduced |
| Osterweis Capital Management Inc | 165,685 | $16.1M | 0.76% | +1,945+1.2% | Added |
| Gator Capital Management, LLC | 166,475 | $16.2M | 3.49% | −20,365−10.9% | Reduced |
| Bank of America Corp | 168,773 | $16.4M | 0.00% | −52,883−23.9% | Reduced |
| Raymond James Financial Inc | 174,909 | $17.0M | 0.00% | +31,344+21.8% | Added |
| Royce & Associates LP | 201,214 | $19.6M | 0.16% | +66,598+49.5% | Added |
| AQR Capital Management LLC | 201,867 | $19.7M | 0.01% | −32,880−14.0% | Reduced |
| First Eagle Investment Management, LLC | 213,312 | $20.8M | 0.03% | +48,700+29.6% | Added |
| JPMorgan Chase & Co | 237,791 | $23.2M | 0.00% | −25,062−9.5% | Reduced |
| Public Sector Pension Investment Board | 249,863 | $24.3M | 0.06% | −39,197−13.6% | Reduced |
| Empowered Funds, LLC | 251,087 | $24.5M | 0.13% | +34,721+16.0% | Added |
| Nuveen, LLC | 256,326 | $25.0M | 0.01% | +5,932+2.4% | Added |
| Stieven Capital Advisors, L.P. | 256,345 | $25.0M | 4.77% | +15,600+6.5% | Added |
| Loomis Sayles & Co L P | 290,688 | $28.3M | 0.04% | −7,826−2.6% | Reduced |
| UBS Group AG | 316,780 | $30.9M | 0.00% | +14,964+5.0% | Added |
| Allspring Global Investments Holdings, LLC | 317,854 | $31.4M | 0.05% | −114,885−26.5% | Reduced |
| 1832 Asset Management L.P. | 347,070 | $33.8M | 0.04% | −32,714−8.6% | Reduced |
| Shaker Investments LLC | 356,376 | $34.7M | 12.47% | −12,336−3.3% | Reduced |
| Principal Financial Group Inc | 362,676 | $35.3M | 0.02% | +8,725+2.5% | Added |
| Emerald Mutual Fund Advisers Trust | 366,712 | $35.7M | 1.26% | +29,972+8.9% | Added |
| Citadel Advisors LLC | 375,753 | $36.6M | 0.02% | +306,963+446.2% | Added |
| Bragg Financial Advisors, Inc | 377,229 | $36.7M | 0.98% | +21,361+6.0% | Added |
| Bank of New York Mellon Corp | 378,027 | $36.8M | 0.01% | +9,360+2.5% | Added |
| Vanguard Fiduciary Trust Co | 379,189 | $36.9M | 0.01% | +10,948+3.0% | Added |
| Arrowstreet Capital, Limited Partnership | 409,682 | $39.9M | 0.02% | +286,794+233.4% | Added |
| Kennedy Capital Management, Inc. | 426,294 | $41.5M | 0.74% | +194,907+84.2% | Added |
| Boston Partners | 433,647 | $42.3M | 0.04% | +20,495+5.0% | Added |
| Goldman Sachs Group Inc | 453,375 | $44.2M | 0.00% | +99,686+28.2% | Added |
| Wellington Management Group LLP | 470,586 | $45.8M | 0.01% | −367,267−43.8% | Reduced |
| Geneva Capital Management LLC | 477,009 | $46.5M | 1.07% | −131,072−21.6% | Reduced |
| Wasatch Advisors Inc | 515,576 | $50.2M | 0.33% | −100,805−16.4% | Reduced |
| Emerald Advisers, LLC | 536,162 | $52.2M | 1.23% | +39,930+8.0% | Added |
| Morgan Stanley | 591,123 | $57.6M | 0.00% | +47,496+8.7% | Added |
| Invesco Ltd. | 617,610 | $60.1M | 0.00% | +71,304+13.1% | Added |
| Ameriprise Financial Inc | 654,362 | $63.7M | 0.01% | −54,127−7.6% | Reduced |
| Northern Trust Corp | 710,371 | $69.2M | 0.01% | +25,659+3.7% | Added |
| Franklin Resources Inc | 714,462 | $69.6M | 0.02% | −40,532−5.4% | Reduced |
| Charles Schwab Investment Management Inc | 751,934 | $73.2M | 0.01% | +19,853+2.7% | Added |
| Davis Asset Management, L.P. | 1,535,219 | $149.5M | 3.79% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,967,141 | $194.1M | 0.01% | +8,711+0.4% | Added |
| Dimensional Fund Advisors LP | 2,197,135 | $214.0M | 0.04% | +20,132+0.9% | Added |
| Vanguard Capital Management LLC | 2,466,744 | $240.2M | 0.01% | +12,670+0.5% | Added |
| American Century Companies Inc | 2,705,653 | $263.5M | 0.12% | +195,246+7.8% | Added |
| FMR LLC | 2,969,246 | $289.2M | 0.01% | +531,572+21.8% | Added |
| State Street Corp | 3,023,908 | $294.5M | 0.01% | +207,211+7.4% | Added |
| Vanguard Portfolio Management LLC | 3,136,801 | $305.5M | 0.01% | +46,026+1.5% | Added |
| BlackRock, Inc. | 8,389,477 | $817.1M | 0.01% | +68,179+0.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −88,200−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −63,455−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −51,756−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −35,888−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,577−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −24,265−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −23,326−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −20,214−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −17,784−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −17,149−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −16,849−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −13,610−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −12,824−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −12,592−100.0% | Sold out |