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 |
|---|---|---|---|---|---|
| Foyston, Gordon, & Payne Inc | 5,282 | $514.4K | 0.11% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,254 | $511.7K | 0.03% | +5,254 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,213 | $507.7K | 0.01% | +975+23.0% | Added |
| Qube Research & Technologies Ltd | 5,155 | $502.0K | 0.00% | −11,315−68.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,037 | $490.6K | 0.01% | +619+14.0% | Added |
| 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 |
| HighTower Advisors, LLC | 4,994 | $486.4K | 0.00% | −895−15.2% | Reduced |
| Captrust Financial Advisors | 4,963 | $483.3K | 0.00% | +2,171+77.8% | Added |
| Advisor Group Holdings, Inc. | 4,924 | $479.5K | 0.00% | +1,517+44.5% | Added |
| SRS Capital Advisors, Inc. | 4,803 | $467.8K | 0.00% | +3,703+336.6% | Added |
| Western Wealth Management, LLC | 4,800 | $467.5K | 0.02% | −54−1.1% | Reduced |
| Creative Planning | 4,776 | $465.1K | 0.00% | −289−5.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,770 | $464.6K | 0.01% | −46−1.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,631 | $451.0K | 0.08% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 4,612 | $449.2K | 0.00% | +4,578+13,464.7% | Added |
| Mutual Advisors, LLC | 4,598 | $447.8K | 0.01% | +13+0.3% | Added |
| Ensign Peak Advisors, Inc | 4,497 | $438.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,355 | $424.1K | 0.01% | +40+0.9% | Added |
| Profund Advisors LLC | 4,305 | $419.3K | 0.01% | +811+23.2% | Added |
| STRS Ohio | 4,300 | $418.8K | 0.00% | +1,000+30.3% | Added |
| Pallas Capital Advisors LLC | 4,238 | $412.7K | 0.01% | −15−0.4% | Reduced |
| Pathstone Holdings, LLC | 4,214 | $410.4K | 0.00% | +4,214 | New |
| Abel Hall, LLC | 4,176 | $406.7K | 0.07% | +524+14.3% | Added |
| Sanctuary Advisors, LLC | 4,109 | $400.2K | 0.00% | +4,109 | New |
| Canada Pension Plan Investment Board | 4,000 | $389.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,663 | $356.7K | 0.00% | −682−15.7% | Reduced |
| Earnest Partners LLC | 3,600 | $350.6K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,594 | $350.0K | 0.01% | +3,594 | New |
| Crossmark Global Holdings, Inc. | 3,565 | $347.2K | 0.00% | −166−4.4% | Reduced |
| Vise Technologies, Inc. | 3,544 | $345.1K | 0.00% | −1,169−24.8% | Reduced |
| Everence Capital Management Inc | 3,442 | $335.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,327 | $324.0K | 0.00% | −435−11.6% | Reduced |
| Pensionmark Financial Group, LLC | 3,709 | $315.6K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,232 | $314.8K | 0.00% | +3,232 | New |
| Bourgeon Capital Management LLC | 3,200 | $311.6K | 0.05% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 3,126 | $304.4K | 0.00% | +351+12.6% | Added |
| Victory Financial Group, LLC | 3,109 | $302.8K | 0.03% | +439+16.4% | Added |
| Americana Partners, LLC | 3,068 | $298.8K | 0.01% | +3,068 | New |
| Summitry LLC | 3,052 | $297.2K | 0.01% | +34+1.1% | Added |
| Amundi | 3,047 | $296.7K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,039 | $296.0K | 0.00% | +3,039 | New |
| Swiss Life Asset Management Ltd | 2,885 | $281.0K | 0.00% | −2,929−50.4% | Reduced |
| Neuberger Berman Group LLC | 2,879 | $280.4K | 0.00% | +65+2.3% | Added |
| Two Sigma Securities, LLC | 2,874 | $279.9K | 0.02% | +2,874 | New |
| DnB Asset Management AS | 2,873 | $279.8K | 0.00% | −427−12.9% | Reduced |
| Coldstream Capital Management Inc | 2,829 | $275.5K | 0.00% | −3,188−53.0% | Reduced |
| Mach-1 Financial Group, Inc. | 2,776 | $270.4K | 0.10% | −435−13.5% | Reduced |
| Arcus Capital Partners, LLC | 2,775 | $270.3K | 0.11% | +139+5.3% | Added |
| Summit Wealth Group LLC | 2,764 | $269.2K | 0.02% | +14+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,737 | $266.6K | 0.03% | +36+1.3% | Added |
| Principal Securities, Inc. | 2,724 | $265.3K | 0.00% | +2,724 | New |
| Bank of Nova Scotia Trust Co | 2,715 | $264.4K | 0.02% | −430−13.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 2,683 | $261.3K | 0.00% | +9+0.3% | Added |
| RSM US Wealth Management LLC | 2,682 | $261.2K | 0.00% | +78+3.0% | Added |
| Commonwealth Equity Services, LLC | 2,662 | $259.3K | 0.00% | +45+1.7% | Added |
| NovaPoint Capital, LLC | 2,600 | $253.2K | 0.05% | +2,600 | New |
| Cambria Investment Management, L.P. | 2,587 | $251.9K | 0.01% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,560 | $249.3K | 0.09% | +17+0.7% | Added |
| Premier Fund Managers Ltd | 2,581 | $249.0K | 0.02% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,554 | $248.7K | 0.03% | +11+0.4% | Added |
| Martingale Asset Management L P | 2,512 | $244.6K | 0.01% | +2,512 | New |
| Steward Partners Investment Advisory, LLC | 2,505 | $244.0K | 0.00% | +23+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,497 | $243.2K | 0.00% | +2,497 | New |
| Drive Wealth Management, LLC | 2,495 | $243.0K | 0.04% | −11−0.4% | Reduced |
| Waldron Private Wealth LLC | 2,487 | $242.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,427 | $236.4K | 0.01% | +150+6.6% | Added |
| Tower Research Capital LLC (TRC) | 2,422 | $235.9K | 0.01% | −1,128−31.8% | Reduced |
| denkapparat Operations GmbH | 2,390 | $232.8K | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,351 | $229.0K | 0.00% | −26−1.1% | Reduced |
| Verdence Capital Advisors LLC | 2,350 | $228.9K | 0.01% | −57−2.4% | Reduced |
| Graham Capital Management, L.P. | 2,281 | $222.1K | 0.01% | +2,281 | New |
| Chicago Trust Co NA | 2,225 | $216.7K | 0.03% | +2,225 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,213 | $215.5K | 0.03% | +2,213 | New |
| Entropy Technologies, LP | 2,205 | $214.7K | 0.01% | +2,205 | New |
| Toroso Investments, LLC | 2,203 | $214.6K | 0.00% | +2,203 | New |
| Jefferies Financial Group Inc. | 2,187 | $213.0K | 0.00% | −3,552−61.9% | Reduced |
| Palouse Capital Management, Inc. | 2,158 | $210.2K | 0.13% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,136 | $208.0K | 0.00% | −40−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 2,118 | $206.3K | 0.00% | +2,118 | New |
| Savant Capital, LLC | 2,100 | $204.5K | 0.00% | +2,100 | New |
| KBC Group NV | 1,983 | $193.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,960 | $190.9K | 0.00% | −344−14.9% | Reduced |
| Global Retirement Partners, LLC | 1,876 | $182.7K | 0.00% | +1,876 | New |
| Bartlett & Co. Wealth Management LLC | 1,868 | $181.9K | 0.00% | +1,868 | New |
| National Bank of Canada | 1,533 | $149.3K | 0.00% | −68−4.2% | Reduced |
| Sprucegrove Investment Management Ltd | 1,400 | $136.3K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,206 | $117.5K | 0.01% | +153+14.5% | Added |
| State of Wyoming | 1,095 | $106.6K | 0.01% | +745+212.9% | Added |
| Parkside Financial Bank & Trust | 1,014 | $98.8K | 0.01% | −25−2.4% | Reduced |
| Sterling Capital Management LLC | 1,001 | $97.5K | 0.00% | −6,663−86.9% | Reduced |
| Smartleaf Asset Management LLC | 980 | $94.4K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 971 | $94.3K | 0.01% | +971 | New |
| Group One Trading, L.P. | 948 | $92.3K | 0.00% | −1,159−55.0% | Reduced |
| GWM Advisors LLC | 900 | $87.7K | 0.00% | −205−18.6% | Reduced |
| IFP Advisors, Inc | 888 | $86.5K | 0.00% | +381+75.1% | Added |
| Farmers & Merchants Investments Inc | 841 | $81.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 836 | $81.4K | 0.00% | +203+32.1% | Added |
| Hantz Financial Services, Inc. | 749 | $73.0K | 0.00% | −177−19.1% | Reduced |