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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 0 | $0 | 0.00% | −10,453−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −9,474−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −9,344−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −6,528−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,903−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,693−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,545−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −4,213−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,163−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,773−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,562−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Vision Financial Markets LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | Not filed |
| Cim Investment Mangement Inc | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |