Axos FinancialAX
13F holders, Q1 2024 (March 31)309holders
6famous investors
$54.00avg. 13F price*
At the end of Q1 2024, 309 institutions reported holding Axos Financial Inc. (AX) in their 13F filings. The largest holders were BlackRock Inc. ($446.7M), Vanguard Group Inc. ($317.2M) and State Street Corp. ($179.8M). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $26.0M |
| Exits | 36 | $47.2M |
Ownership 309 holders
| BlackRock Inc. | 0.01% | Reduce -0.8% | 8,265,413 | $446.7M |
| Vanguard Group Inc. | 0.01% | Reduce -1.1% | 5,870,571 | $317.2M |
| State Street Corp. | 0.01% | Reduce -5.0% | 3,326,617 | $179.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.4% | 2,685,234 | $145.1M |
| Davis Asset Management, L.P. | 3.55% | No change | 1,500,000 | $81.1M |
| Citadel Advisors | 0.07% | Reduce -0.5% | 1,361,962 | $73.6M |
| Geode Capital Management, LLC | 0.01% | Add +11.1% | 1,273,728 | $68.8M |
| American Century Companies Inc. | 0.04% | Add +26.5% | 1,228,254 | $66.4M |
| FMR LLC | 0.00% | Add +24.8% | 1,073,295 | $58.0M |
| Wasatch Advisors LP | 0.29% | Reduce -2.6% | 1,040,022 | $56.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.3% | 858,934 | $46.4M |
| Geneva Capital Management LLC | 0.69% | Reduce -0.6% | 723,960 | $39.1M |
| Wellington Management Group LLP | 0.01% | Add +236.2% | 722,646 | $39.1M |
| Northern Trust Corp. | 0.01% | Reduce -7.2% | 714,215 | $38.6M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 684,547 | $37.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +11.4% | 683,266 | $36.9M |
| JARISLOWSKY, FRASER Ltd | 0.20% | Reduce -21.1% | 651,835 | $35.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.1% | 588,369 | $31.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.3% | 510,992 | $27.6M |
| Shaker Investments LLC | 10.67% | Reduce -0.3% | 466,277 | $25.2M |
| Loomis Sayles & Co. L P | 0.04% | Add +11.2% | 463,915 | $25.1M |
| Emerald Advisers, LLC | 0.99% | Add +28.3% | 457,424 | $24.7M |
| Voloridge Investment Management, LLC | 0.09% | Add +17.0% | 441,778 | $23.9M |
| Rice Hall James & Associates, LLC | 1.20% | Reduce -15.2% | 388,256 | $21.0M |
| Bragg Financial Advisors, Inc | 0.87% | Add +0.4% | 358,528 | $19.4M |
| Emerald Mutual Fund Advisers Trust | 0.98% | Add +16.6% | 348,910 | $18.9M |
| Pembroke Management, LTD | 2.14% | Reduce -3.2% | 335,800 | $18.1M |
| Bank of America Corp. | 0.00% | Add +30.7% | 334,990 | $18.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -58.8% | 327,799 | $17.7M |
| Stieven Capital Advisors, L.P. | 3.64% | Add +14.7% | 324,033 | $17.5M |
| D. E. Shaw & Co. | 0.02% | Reduce -9.4% | 313,414 | $16.9M |
| Norges Bank | 0.00% | Reduce -21.9% | 308,611 | $16.7M |
| Invesco Ltd. | 0.00% | Add +7.1% | 296,750 | $16.0M |
| TCW Group Inc. | 0.16% | No change | 290,500 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Add +156.6% | 286,139 | $15.5M |
| Ategra Capital Management, LLC | 7.08% | Reduce -0.1% | 285,283 | $15.4M |
| Basswood Capital Management, L.L.C. | 0.85% | No change | 270,072 | $14.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 263,499 | $14.2M |
| Lazard Asset Management LLC | 0.02% | Add +6.1% | 260,100 | $14.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +21.4% | 227,540 | $12.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +96.7% | 207,891 | $11.2M |
| First Eagle Investment Management, LLC | 0.02% | Add +7.2% | 187,572 | $10.1M |
| AQR Capital Management | 0.02% | Add +429.6% | 177,436 | $9.6M |
| Millennium Management | 0.01% | Reduce -56.1% | 176,667 | $9.5M |
| Franklin Resources Inc. | 0.00% | Add +536.1% | 174,075 | $9.4M |
| Prudential Financial Inc. | 0.01% | Add +16.2% | 173,413 | $9.4M |
| Algert Global LLC | 0.35% | Add +109.7% | 166,904 | $9.0M |
| Rhumbline Advisers | 0.01% | Reduce -1.5% | 166,639 | $9.0M |
| Citigroup Inc. | 0.01% | Reduce -12.2% | 165,694 | $9.0M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -0.7% | 163,876 | $8.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -1.9% | 163,780 | $8.9M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -13.2% | 163,586 | $8.8M |
| Orchard Capital Management, LLC | 2.50% | Reduce -49.7% | 157,540 | $8.5M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -3.6% | 156,878 | $8.5M |
| Barclays PLC | 0.00% | Reduce -49.3% | 154,012 | $8.3M |
| M&G PLC | 0.06% | — | 152,762 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.3% | 151,041 | $8.2M |
| Epoch Investment Partners, Inc. | 0.03% | New | 144,877 | $7.8M |
| Legal & General Group Plc | 0.00% | Reduce -1.0% | 144,870 | $7.8M |
| Cubist Systematic Strategies, LLC | 0.09% | Reduce -61.0% | 144,152 | $7.8M |
| Royce & Associates LP | 0.07% | Add +3.5% | 139,315 | $7.5M |
| S&T Bank | 1.43% | Reduce -11.0% | 138,058 | $7.5M |
| Scout Investments, Inc. | 0.18% | Reduce -6.0% | 138,059 | $7.2M |
| Eagle Asset Management Inc. | 0.04% | Reduce -1.4% | 134,895 | $7.1M |
| Two Sigma Investments, LP | 0.02% | Add +184.7% | 128,220 | $6.9M |
| Royal Bank of Canada | 0.00% | Reduce -12.8% | 118,696 | $6.4M |
| Bridgeway Capital Management, LLC | 0.12% | No change | 110,400 | $6.0M |
| Swiss National Bank | 0.00% | Reduce -2.1% | 108,200 | $5.8M |
| Public Sector Pension Investment Board | 0.04% | Reduce -2.6% | 103,803 | $5.6M |
| Kestrel Investment Management Corp. | 3.55% | Reduce -0.8% | 98,450 | $5.3M |
| CI Investments Inc. | 0.02% | Add +8.2% | 88,480 | $4.8M |
| Raymond James & Associates | 0.00% | Add +7.8% | 88,301 | $4.8M |
| Kennedy Capital Management LLC | 0.08% | Reduce -33.1% | 74,629 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.4% | 72,354 | $3.9M |
| Edgestream Partners, L.P. | 0.19% | Add +82.7% | 70,915 | $3.8M |
| Guggenheim Capital LLC | 0.03% | Reduce -10.1% | 65,286 | $3.5M |
| Credit Suisse AG/ | 0.00% | Reduce -2.3% | 60,333 | $3.3M |
| UBS Group AG | 0.00% | Reduce -11.3% | 58,705 | $3.2M |
| First Trust Advisors LP | 0.00% | Reduce -19.9% | 56,556 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Add +130.2% | 55,640 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -7.3% | 54,831 | $3.0M |
| CCG Wealth Management, LLC | 1.76% | Add +441.5% | 54,211 | $2.9M |
| EJF Capital LP | 1.97% | Reduce -45.5% | 52,393 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +19.8% | 50,460 | $2.7M |
| Sei Investments Co. | 0.00% | Add +9.7% | 49,233 | $2.7M |
| Redwood Investments, LLC | 0.77% | Reduce -33.1% | 49,645 | $2.6M |
| Gratus Capital, LLC | 0.12% | Reduce -0.4% | 48,393 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -34.5% | 48,311 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.6% | 47,293 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +37.6% | 45,960 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -14.9% | 45,068 | $2.4M |
| Texas Permanent School Fund Corp. | 0.02% | Reduce -0.1% | 44,320 | $2.4M |
| Connors Investor Services Inc. | 0.25% | Reduce -6.6% | 43,383 | $2.3M |
| Globeflex Capital L P | 0.22% | New | 42,191 | $2.3M |
| Quantedge Capital Pte Ltd | 0.93% | New | 40,800 | $2.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.3% | 38,046 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.8% | 36,711 | $2.0M |
| Formula Growth Ltd. | 0.61% | No change | 35,624 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +75.7% | 34,869 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -23.3% | 34,297 | $1.9M |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.