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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 32,274 | $3.14M | 0.01% | +2,603+8.8% | Added |
| Formula Growth Ltd | 30,624 | $2.98M | 1.05% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 30,200 | $2.94M | 0.05% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 29,515 | $2.87M | 0.03% | +397+1.4% | Added |
| Manufacturers Life Insurance Company, The | 29,440 | $2.87M | 0.00% | +2,709+10.1% | Added |
| State of Alaska, Department of Revenue | 27,532 | $2.68M | 0.03% | −9,231−25.1% | Reduced |
| SEI Investments Co | 26,178 | $2.55M | 0.00% | +185+0.7% | Added |
| PMC FIG Opportunities LLC | 25,599 | $2.49M | 4.00% | −33,681−56.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,560 | $2.49M | 0.00% | +54+0.2% | Added |
| New York State Common Retirement Fund | 25,262 | $2.46M | 0.00% | +6,395+33.9% | Added |
| Barclays PLC | 25,028 | $2.44M | 0.00% | −6,456−20.5% | Reduced |
| Vanguard Global Advisers, LLC | 25,011 | $2.44M | 0.00% | −448−1.8% | Reduced |
| Louisiana State Employees Retirement System | 24,900 | $2.43M | 0.04% | −200−0.8% | Reduced |
| Destination Wealth Management | 24,400 | $2.38M | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 24,231 | $2.36M | 0.09% | +20,049+479.4% | Added |
| Merit Financial Group, LLC | 24,147 | $2.35M | 0.01% | +20,955+656.5% | Added |
| Denali Advisors LLC | 24,134 | $2.35M | 0.24% | +24,134 | New |
| Jupiter Topco LLC | 23,907 | $2.33M | 0.00% | +23,907 | New |
| WCM Investment Management, LLC | 23,623 | $2.28M | 0.00% | −71,743−75.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,984 | $2.24M | 0.00% | −1,064−4.4% | Reduced |
| Bank of Montreal | 22,622 | $2.20M | 0.00% | −263−1.1% | Reduced |
| Orchard Capital Managment, LLC | 22,491 | $2.19M | 2.40% | +283+1.3% | Added |
| Federated Hermes, Inc. | 22,200 | $2.16M | 0.00% | −2,176−8.9% | Reduced |
| State of Tennessee, Treasury Department | 21,825 | $2.13M | 0.01% | −12,370−36.2% | Reduced |
| D.A. Davidson & Co. | 21,117 | $2.06M | 0.01% | −5,463−20.6% | Reduced |
| Avenir Corp | 20,790 | $2.02M | 0.25% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 20,443 | $1.99M | 0.01% | −3,483−14.6% | Reduced |
| OP Asset Management Ltd | 19,397 | $1.89M | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19,022 | $1.83M | 0.00% | +5,833+44.2% | Added |
| CI Private Wealth, LLC | 18,403 | $1.79M | 0.00% | +15,554+545.9% | Added |
| Ridgewood Investments LLC | 17,836 | $1.74M | 0.65% | −215−1.2% | Reduced |
| Advisory Research Inc | 17,011 | $1.66M | 0.17% | +94+0.6% | Added |
| Allstate Corp | 16,831 | $1.64M | 0.02% | +16,831 | New |
| Cetera Investment Advisers | 16,599 | $1.62M | 0.00% | −45−0.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,370 | $1.59M | 0.01% | +1,499+10.1% | Added |
| State Board of Administration of Florida Retirement System | 15,891 | $1.55M | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 15,786 | $1.54M | 0.76% | +3,626+29.8% | Added |
| Handelsbanken Fonder AB | 15,695 | $1.53M | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,636 | $1.52M | 0.00% | −1,895−10.8% | Reduced |
| Yousif Capital Management, LLC | 15,421 | $1.50M | 0.02% | +20+0.1% | Added |
| Amalgamated Bank | 15,239 | $1.48M | 0.01% | −937−5.8% | Reduced |
| Truist Financial Corp | 14,398 | $1.40M | 0.00% | +902+6.7% | Added |
| Evolve Private Wealth, LLC | 14,380 | $1.40M | 0.09% | +710+5.2% | Added |
| Arizona State Retirement System | 14,075 | $1.37M | 0.01% | −730−4.9% | Reduced |
| Vanguard Investments Australia, Ltd. | 14,072 | $1.37M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,037 | $1.37M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,900 | $1.35M | 0.00% | −373−2.6% | Reduced |
| US Bancorp | 13,759 | $1.34M | 0.00% | −2,430−15.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,489 | $1.31M | 0.01% | −527−3.8% | Reduced |
| Fifth Third Bancorp | 13,471 | $1.31M | 0.00% | −355−2.6% | Reduced |
| Van Hulzen Asset Management, LLC | 13,424 | $1.31M | 0.09% | −2,750−17.0% | Reduced |
| Mercer Global Advisors Inc | 13,375 | $1.30M | 0.00% | +646+5.1% | Added |
| Virginia Retirement Systems Et Al | 13,155 | $1.28M | 0.01% | −22,200−62.8% | Reduced |
| Oregon Public Employees Retirement Fund | 12,904 | $1.26M | 0.01% | −100−0.8% | Reduced |
| MML Investors Services, LLC | 12,796 | $1.25M | 0.00% | +1,747+15.8% | Added |
| Intech Investment Management LLC | 12,633 | $1.23M | 0.01% | −2,637−17.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,628 | $1.23M | 0.01% | −352−2.7% | Reduced |
| Cerity Partners LLC | 12,309 | $1.20M | 0.00% | −112,903−90.2% | Reduced |
| Nisa Investment Advisors, LLC | 12,173 | $1.19M | 0.00% | +725+6.3% | Added |
| KLP Kapitalforvaltning AS | 11,800 | $1.15M | 0.00% | −4,500−27.6% | Reduced |
| Engineers Gate Manager LP | 11,663 | $1.14M | 0.01% | +661+6.0% | Added |
| Aquatic Capital Management LLC | 11,631 | $1.13M | 0.04% | +11,628+387,600.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,559 | $1.13M | 0.00% | −12,195−51.3% | Reduced |
| Keel Point, LLC | 11,497 | $1.12M | 0.07% | +100+0.9% | Added |
| Hancock Whitney Corp | 11,460 | $1.12M | 0.02% | +252+2.2% | Added |
| Csenge Advisory Group | 11,370 | $1.11M | 0.05% | −2,935−20.5% | Reduced |
| TD Waterhouse Canada Inc. | 10,650 | $1.06M | 0.00% | −218−2.0% | Reduced |
| Voya Investment Management LLC | 10,422 | $1.01M | 0.00% | +1,073+11.5% | Added |
| Great Lakes Advisors, LLC | 10,262 | $999.4K | 0.01% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 10,000 | $973.9K | 0.23% | −152,896−93.9% | Reduced |
| HSBC Holdings PLC | 10,018 | $969.6K | 0.00% | +6,958+227.4% | Added |
| Ieq Capital, LLC | 9,540 | $929.1K | 0.00% | −16,049−62.7% | Reduced |
| Pictet Asset Management Holding SA | 8,765 | $853.6K | 0.00% | −365−4.0% | Reduced |
| Aviso Financial Inc. | 8,630 | $840.5K | 0.03% | −464−5.1% | Reduced |
| Pinnacle Associates Ltd | 8,339 | $812.1K | 0.01% | −20.0% | Reduced |
| Maryland State Retirement & Pension System | 8,274 | $805.8K | 0.01% | +15+0.2% | Added |
| ProShare Advisors LLC | 7,933 | $772.6K | 0.00% | −560−6.6% | Reduced |
| Concurrent Investment Advisors, LLC | 7,726 | $752.4K | 0.01% | −490−6.0% | Reduced |
| National Philanthropic Trust | 7,658 | $745.8K | 0.01% | +973+14.6% | Added |
| James Investment Research Inc | 7,548 | $735.1K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,503 | $730.7K | 0.00% | +443+6.3% | Added |
| Bayview Asset Management, LLC | 7,420 | $722.6K | 0.54% | +7,420 | New |
| Stifel Financial Corp | 7,146 | $695.9K | 0.00% | +20.0% | Added |
| Oak Associates, Ltd | 7,059 | $687.5K | 0.04% | 00.0% | Unchanged |
| Summit Global Investments | 6,778 | $660.0K | 0.04% | +1,342+24.7% | Added |
| Xponance, Inc. | 6,638 | $646.5K | 0.00% | +363+5.8% | Added |
| CenterBook Partners LP | 6,564 | $639.3K | 0.03% | +646+10.9% | Added |
| Mutual of America Capital Management LLC | 6,515 | $634.5K | 0.01% | +29+0.4% | Added |
| Public Employees Retirement Association of Colorado | 6,505 | $634.0K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 6,355 | $618.9K | 0.03% | +10.0% | Added |
| Keebeck Wealth Management, LLC | 6,185 | $602.4K | 0.06% | −324−5.0% | Reduced |
| Susquehanna International Group, LLP | 6,172 | $601.1K | 0.00% | −33,192−84.3% | Reduced |
| Yorktown Management & Research Co Inc | 6,000 | $584.3K | 0.36% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,924 | $576.9K | 0.00% | +71+1.2% | Added |
| Guggenheim Capital LLC | 5,876 | $572.3K | 0.00% | +5,876 | New |
| The PNC Financial Services Group, Inc. | 5,804 | $565.3K | 0.00% | +73+1.3% | Added |
| Marshall Wace, LLP | 5,751 | $560.1K | 0.00% | +5,751 | New |
| Cetera Trust Company, N.A | 5,620 | $547.3K | 0.27% | +125+2.3% | Added |
| Mirabella Financial Services LLP | 5,572 | $542.7K | 0.05% | +5,572 | New |
| JustInvest LLC | 5,428 | $528.6K | 0.00% | +510+10.4% | Added |