Axos FinancialAX
13F holders, Q2 2026 (June 30)386holders −1
48new positions
47sold out
2famous investors
$97.43avg. 13F price*
At the end of Q2 2026, 386 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, down 1 from Q1 2026. 48 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($817.1M), Vanguard Portfolio Management LLC ($305.5M) and State Street Corp. ($294.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Axos Financial Inc.
- CUSIP
- 05465C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $34.8M |
| Exits | 47 | $43.5M |
All 13F filers, Q1 2026 → Q2 2026: 3,200,126 shares bought and 2,534,254 shares sold, net +665,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| BlackRock, Inc. | 0.01% | Add +0.8% | 8,389,477 | $817.1M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.5% | 3,136,801 | $305.5M |
| State Street Corp. | 0.01% | Add +7.4% | 3,023,908 | $294.5M |
| FMR LLC | 0.01% | Add +21.8% | 2,969,246 | $289.2M |
| American Century Companies Inc. | 0.12% | Add +7.8% | 2,705,653 | $263.5M |
| Vanguard Capital Management LLC | 0.01% | Add +0.5% | 2,466,744 | $240.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.9% | 2,197,135 | $214.0M |
| Geode Capital Management, LLC | 0.01% | Add +0.4% | 1,967,141 | $194.1M |
| Davis Asset Management, L.P. | 3.79% | No change | 1,535,219 | $149.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 751,934 | $73.2M |
| Franklin Resources Inc. | 0.02% | Reduce -5.4% | 714,462 | $69.6M |
| Northern Trust Corp. | 0.01% | Add +3.8% | 710,371 | $69.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.6% | 654,362 | $63.7M |
| Invesco Ltd. | 0.00% | Add +13.1% | 617,610 | $60.1M |
| Morgan Stanley | 0.00% | Add +8.7% | 591,123 | $57.6M |
| Emerald Advisers, LLC | 1.23% | Add +8.1% | 536,162 | $52.2M |
| Wasatch Advisors LP | 0.33% | Reduce -16.4% | 515,576 | $50.2M |
| Geneva Capital Management LLC | 1.06% | Reduce -21.6% | 477,009 | $46.5M |
| Wellington Management Group LLP | 0.01% | Reduce -43.8% | 470,586 | $45.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.2% | 453,375 | $44.2M |
| Boston Partners | 0.04% | Add +5.0% | 433,647 | $42.3M |
| Kennedy Capital Management LLC | 0.73% | Add +84.2% | 426,294 | $41.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +233.4% | 409,682 | $39.9M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +3.0% | 379,189 | $36.9M |
| Bank of New York Mellon Corp | 0.01% | Add +2.5% | 378,027 | $36.8M |
| Bragg Financial Advisors, Inc | 0.98% | Add +6.0% | 377,229 | $36.7M |
| Citadel Advisors | 0.02% | Add +446.2% | 375,753 | $36.6M |
| Emerald Mutual Fund Advisers Trust | 1.25% | Add +8.9% | 366,712 | $35.7M |
| Principal Financial Group Inc. | 0.02% | Add +2.5% | 362,676 | $35.3M |
| Shaker Investments LLC | 12.47% | Reduce -3.4% | 356,376 | $34.7M |
| 1832 Asset Management L.P. | 0.04% | Reduce -8.6% | 347,070 | $33.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -26.6% | 317,854 | $31.4M |
| UBS Group AG | 0.00% | Add +5.0% | 316,780 | $30.9M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -2.6% | 290,688 | $28.3M |
| Stieven Capital Advisors, L.P. | 4.77% | Add +6.5% | 256,345 | $25.0M |
| Nuveen, LLC | 0.01% | Add +2.4% | 256,326 | $25.0M |
| Empowered Funds, LLC | 0.13% | Add +16.1% | 251,087 | $24.5M |
| Public Sector Pension Investment Board | 0.06% | Reduce -13.6% | 249,863 | $24.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.5% | 237,791 | $23.2M |
| First Eagle Investment Management, LLC | 0.03% | Add +29.6% | 213,312 | $20.8M |
| AQR Capital Management | 0.01% | Reduce -14.0% | 201,867 | $19.7M |
| Royce & Associates LP | 0.16% | Add +49.5% | 201,214 | $19.6M |
| Raymond James Financial Inc. | 0.00% | Add +21.8% | 174,909 | $17.0M |
| Bank of America Corp. | 0.00% | Reduce -23.9% | 168,773 | $16.4M |
| Gator Capital Management, LLC | 3.49% | Reduce -10.9% | 166,475 | $16.2M |
| Osterweis Capital Management Inc. | 0.88% | Add +1.2% | 165,685 | $16.1M |
| Algert Global LLC | 0.18% | Reduce -17.8% | 157,663 | $15.4M |
| Empirical Finance, LLC | 0.62% | Reduce -14.3% | 152,847 | $14.9M |
| Pembroke Management, LTD | 1.80% | Reduce -3.7% | 143,152 | $13.9M |
| Rhumbline Advisers | 0.01% | Reduce -10.8% | 139,543 | $13.6M |
| Nomura Asset Management International Inc. | 0.02% | New | 138,730 | $13.5M |
| State of Wisconsin Investment Board | 0.03% | Reduce -5.3% | 136,086 | $13.3M |
| Brevan Howard Capital Management LP | 0.19% | Reduce -4.8% | 128,644 | $12.5M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 127,673 | $12.4M |
| Ategra Capital Management, LLC | 5.89% | No change | 113,765 | $11.1M |
| Swiss National Bank | 0.01% | Reduce -3.8% | 102,400 | $10.0M |
| Militia Capital Management LLC | 1.76% | No change | 100,000 | $9.7M |
| Kestrel Investment Management Corp. | 5.04% | No change | 95,150 | $9.3M |
| Renaissance Group LLC | 0.37% | Reduce -17.0% | 94,091 | $9.2M |
| First Trust Advisors LP | 0.01% | Add +48.9% | 93,953 | $9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.8% | 92,990 | $9.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -4.6% | 90,295 | $8.8M |
| Quantinno Capital Management LP | 0.01% | Add +52.6% | 86,261 | $8.4M |
| FIL Ltd | 0.01% | No change | 85,000 | $8.3M |
| Bessemer Group Inc. | 0.01% | Add +0.0% | 84,361 | $8.2M |
| Prudential Financial Inc. | 0.01% | Reduce -33.8% | 80,808 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.0% | 80,614 | $7.9M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -0.6% | 79,548 | $7.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +63.4% | 77,525 | $7.6M |
| CI Investments Inc. | 0.02% | Reduce -10.1% | 76,417 | $7.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.7% | 73,761 | $7.2M |
| Citigroup Inc. | 0.00% | Add +21.5% | 67,670 | $6.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -64.8% | 63,581 | $6.2M |
| LGT Fund Management Co Ltd. | 0.25% | No change | 62,450 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Add +6.1% | 70,074 | $6.0M |
| California State Teachers Retirement System | 0.01% | Reduce -6.8% | 58,192 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +64.9% | 57,963 | $5.6M |
| Deutsche Bank AG | 0.00% | Add +20.1% | 57,785 | $5.6M |
| Kornitzer Capital Management Inc. | 0.11% | New | 53,867 | $5.2M |
| TCW Group Inc. | 0.04% | No change | 53,520 | $5.2M |
| Argent Capital Management LLC | 0.16% | Reduce -44.8% | 51,811 | $5.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +0.2% | 51,693 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -48.0% | 51,068 | $5.0M |
| Boothbay Fund Management, LLC | 0.09% | Reduce -27.1% | 49,401 | $4.8M |
| Edgestream Partners, L.P. | 0.14% | Add +265.8% | 46,953 | $4.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.14% | No change | 44,700 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.4% | 44,485 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.3% | 43,966 | $4.3M |
| Focus Partners Wealth | 0.00% | Reduce -1.3% | 41,730 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.3% | 41,598 | $4.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.6% | 38,665 | $3.8M |
| Global Frontier Investments LLC | 0.62% | No change | 37,000 | $3.6M |
| S&T Bank | 1.07% | Reduce -14.3% | 36,451 | $3.5M |
| BW Gestao de Investimentos Ltda. | 0.08% | New | 35,000 | $3.4M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 33,261 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Add +19.1% | 33,241 | $3.2M |
| SG Americas Securities, LLC | 0.00% | Add +27.2% | 32,979 | $3.2M |
| Connors Investor Services Inc. | 0.28% | Reduce -0.3% | 32,946 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +21.8% | 32,937 | $3.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -23.1% | 32,490 | $3.2M |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.