Axos FinancialAX
13F holders, Q2 2024 (June 30)318holders +9
44new positions
35sold out
8famous investors
$57.15avg. 13F price*
At the end of Q2 2024, 318 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 9 from Q1 2024. 44 opened new positions and 35 sold out. The largest holders were BlackRock Inc. ($468.3M), Vanguard Group Inc. ($318.1M) and State Street Corp. ($172.2M). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Axos Financial Inc.
- CUSIP
- 05465C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $47.7M |
| Exits | 35 | $43.2M |
All 13F filers, Q1 2024 → Q2 2024: 3,152,305 shares bought and 3,315,520 shares sold, net −163,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 318 holders
| BlackRock Inc. | 0.01% | Reduce -0.9% | 8,193,599 | $468.3M |
| Vanguard Group Inc. | 0.01% | Reduce -5.2% | 5,565,962 | $318.1M |
| State Street Corp. | 0.01% | Reduce -9.4% | 3,013,711 | $172.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.2% | 2,653,367 | $151.6M |
| American Century Companies Inc. | 0.05% | Add +26.2% | 1,549,748 | $88.6M |
| Davis Asset Management, L.P. | 3.85% | No change | 1,500,000 | $85.7M |
| Citadel Advisors | 0.08% | Add +1.5% | 1,381,902 | $79.0M |
| Geode Capital Management, LLC | 0.01% | Add +6.2% | 1,352,959 | $77.3M |
| Wasatch Advisors LP | 0.26% | Reduce -17.1% | 861,785 | $49.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.7% | 853,042 | $48.8M |
| FMR LLC | 0.00% | Reduce -22.9% | 827,058 | $47.3M |
| Wellington Management Group LLP | 0.01% | Add +11.5% | 805,804 | $46.1M |
| Geneva Capital Management LLC | 0.74% | Reduce -2.4% | 706,544 | $40.4M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 702,793 | $40.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.3% | 681,387 | $38.9M |
| Morgan Stanley | 0.00% | Reduce -1.5% | 674,294 | $38.5M |
| JARISLOWSKY, FRASER Ltd | 0.22% | Reduce -2.7% | 634,041 | $36.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +91.1% | 626,391 | $35.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.6% | 543,708 | $31.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.1% | 500,483 | $28.6M |
| Voloridge Investment Management, LLC | 0.10% | Add +5.6% | 466,417 | $26.7M |
| Shaker Investments LLC | 11.43% | Reduce -1.4% | 460,000 | $26.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +94.4% | 442,347 | $25.3M |
| Emerald Advisers, LLC | 1.06% | Reduce -3.4% | 442,086 | $25.3M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -10.7% | 414,334 | $23.7M |
| Bragg Financial Advisors, Inc | 1.01% | Add +10.1% | 394,650 | $22.6M |
| Emerald Mutual Fund Advisers Trust | 1.14% | Add +9.6% | 382,276 | $21.8M |
| Millennium Management | 0.02% | Add +107.9% | 367,251 | $21.0M |
| Two Sigma Investments, LP | 0.05% | Add +168.9% | 344,795 | $19.7M |
| D. E. Shaw & Co. | 0.03% | Add +8.2% | 339,048 | $19.4M |
| Rice Hall James & Associates, LLC | 1.14% | Reduce -14.0% | 333,887 | $19.1M |
| Stieven Capital Advisors, L.P. | 4.16% | Add +1.4% | 328,433 | $18.8M |
| Pembroke Management, LTD | 2.37% | Reduce -8.0% | 308,899 | $17.7M |
| Lazard Asset Management LLC | 0.02% | Add +14.4% | 297,620 | $17.0M |
| Invesco Ltd. | 0.00% | Reduce -2.1% | 290,433 | $16.6M |
| Basswood Capital Management, L.L.C. | 0.96% | Reduce -4.1% | 258,937 | $14.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.9% | 250,700 | $14.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 249,563 | $14.3M |
| Ategra Capital Management, LLC | 12.06% | Reduce -13.7% | 246,237 | $14.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +15.3% | 239,781 | $13.7M |
| TCW Group Inc. | 0.11% | Reduce -25.6% | 216,100 | $12.4M |
| First Eagle Investment Management, LLC | 0.03% | Add +13.9% | 213,572 | $12.2M |
| Bank of America Corp. | 0.00% | Reduce -43.8% | 188,342 | $10.8M |
| Algert Global LLC | 0.35% | Add +9.8% | 183,352 | $10.5M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 174,227 | $10.0M |
| M&G PLC | 0.07% | Add +12.4% | 171,740 | $9.8M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 167,534 | $9.6M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -3.7% | 157,540 | $9.0M |
| Gator Capital Management, LLC | 4.56% | New | 157,180 | $9.0M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -0.1% | 156,663 | $9.0M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -4.6% | 156,341 | $8.9M |
| Orchard Capital Management, LLC | 2.68% | Reduce -1.3% | 155,519 | $8.9M |
| Prudential Financial Inc. | 0.01% | Reduce -10.7% | 154,835 | $8.8M |
| Citigroup Inc. | 0.01% | Reduce -11.6% | 146,479 | $8.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.3% | 143,005 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.1% | 141,858 | $8.1M |
| Royce & Associates LP | 0.07% | Reduce -8.0% | 128,210 | $7.3M |
| UBS Group AG | 0.00% | Add +116.8% | 127,288 | $7.3M |
| Scout Investments, Inc. | 0.19% | Reduce -8.7% | 126,023 | $7.2M |
| AQR Capital Management | 0.01% | Reduce -31.4% | 121,804 | $7.0M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 119,510 | $6.8M |
| Public Sector Pension Investment Board | 0.04% | Add +7.5% | 111,569 | $6.4M |
| Bridgeway Capital Management, LLC | 0.15% | Add +0.2% | 110,600 | $6.3M |
| Barclays PLC | 0.00% | Reduce -30.1% | 107,628 | $6.2M |
| Swiss National Bank | 0.00% | Reduce -1.8% | 106,300 | $6.1M |
| Segall Bryant & Hamill, LLC | 0.11% | New | 104,669 | $6.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +113.8% | 101,102 | $5.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -38.8% | 100,219 | $5.7M |
| Kestrel Investment Management Corp. | 3.73% | No change | 98,450 | $5.6M |
| S&T Bank | 1.37% | Reduce -31.7% | 94,248 | $5.4M |
| CI Investments Inc. | 0.02% | Add +1.5% | 89,780 | $5.1M |
| Renaissance Technologies | 0.01% | New | 88,837 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +137.3% | 87,132 | $5.0M |
| Raymond James & Associates | 0.00% | Reduce -4.0% | 84,806 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +67.6% | 80,965 | $4.6M |
| Jane Street Group, LLC | 0.01% | Add +625.7% | 79,998 | $4.6M |
| Capital Fund Management S.A. | 0.05% | Add +133.4% | 76,664 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.7% | 70,384 | $4.0M |
| First Trust Advisors LP | 0.00% | Add +24.3% | 70,302 | $4.0M |
| Trexquant Investment LP | 0.06% | New | 69,815 | $4.0M |
| Kennedy Capital Management LLC | 0.09% | Reduce -6.8% | 69,574 | $4.0M |
| Sei Investments Co. | 0.01% | Add +33.1% | 65,520 | $3.7M |
| Two Sigma Advisers, LP | 0.01% | Add +1562.8% | 65,116 | $3.7M |
| Guggenheim Capital LLC | 0.03% | Reduce -1.0% | 64,650 | $3.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +21.3% | 61,188 | $3.5M |
| HRT Financial LP | 0.02% | New | 57,353 | $3.3M |
| CCG Wealth Management, LLC | 1.75% | Reduce -0.0% | 54,200 | $3.1M |
| Edgestream Partners, L.P. | 0.15% | Reduce -24.3% | 53,702 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.0% | 52,879 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -3.7% | 52,785 | $3.0M |
| Gratus Capital, LLC | 0.11% | No change | 48,393 | $2.8M |
| Quantbot Technologies LP | 0.13% | Add +44.3% | 46,789 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -0.9% | 44,392 | $2.5M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -70.4% | 42,904 | $2.5M |
| New York State Teachers Retirement System | 0.01% | Add +11.7% | 42,499 | $2.4M |
| Globeflex Capital L P | 0.25% | No change | 42,191 | $2.4M |
| Connors Investor Services Inc. | 0.25% | Reduce -3.9% | 41,702 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -9.9% | 40,604 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +16.6% | 40,660 | $2.3M |
| Axiom Advisory, LLC | 0.03% | New | 42,588 | $2.3M |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.