Axos FinancialAX
13F holders, Q3 2024 (September 30)335holders +17
53new positions
37sold out
6famous investors
$62.90avg. 13F price*
At the end of Q3 2024, 335 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 17 from Q2 2024. 53 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($525.2M), Vanguard Group Inc. ($382.3M) and State Street Corp. ($199.9M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Axos Financial Inc.
- CUSIP
- 05465C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $26.0M |
| Exits | 37 | $37.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,905,278 shares bought and 3,999,409 shares sold, net −1,094,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| BlackRock, Inc. | 0.01% | — | 8,352,591 | $525.2M |
| Vanguard Group Inc. | 0.01% | Add +9.2% | 6,079,907 | $382.3M |
| State Street Corp. | 0.01% | Add +5.5% | 3,178,708 | $199.9M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.3% | 2,619,567 | $164.7M |
| American Century Companies Inc. | 0.06% | Add +10.4% | 1,710,827 | $107.6M |
| Davis Asset Management, L.P. | 3.77% | No change | 1,500,000 | $94.3M |
| Geode Capital Management, LLC | 0.01% | Add +6.8% | 1,444,756 | $90.9M |
| Wasatch Advisors LP | 0.36% | Add +34.0% | 1,154,737 | $72.6M |
| Wellington Management Group LLP | 0.01% | Add +0.0% | 805,808 | $50.7M |
| FMR LLC | 0.00% | Reduce -7.8% | 762,429 | $47.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -16.2% | 714,846 | $44.9M |
| Northern Trust Corp. | 0.01% | Add +1.0% | 709,630 | $44.6M |
| Geneva Capital Management LLC | 0.74% | Add +0.3% | 708,520 | $44.6M |
| Morgan Stanley | 0.00% | Add +3.0% | 694,594 | $43.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.3% | 672,842 | $42.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.3% | 628,317 | $39.5M |
| Ameriprise Financial Inc. | 0.01% | Add +14.6% | 623,308 | $39.2M |
| JARISLOWSKY, FRASER Ltd | 0.22% | Reduce -3.1% | 614,338 | $38.6M |
| Emerald Advisers, LLC | 1.23% | Add +14.3% | 505,544 | $31.8M |
| Voloridge Investment Management, LLC | 0.11% | Add +0.7% | 469,471 | $29.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.3% | 453,998 | $28.5M |
| Loomis Sayles & Co. L P | 0.04% | Add +9.4% | 453,425 | $28.5M |
| Invesco Ltd. | 0.01% | Add +56.0% | 453,031 | $28.5M |
| Shaker Investments LLC | 11.52% | Reduce -4.4% | 439,653 | $27.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -3.5% | 426,743 | $26.8M |
| Emerald Mutual Fund Advisers Trust | 1.38% | Add +10.5% | 422,460 | $26.6M |
| Bragg Financial Advisors, Inc | 1.03% | Add +0.4% | 396,336 | $24.9M |
| Principal Financial Group Inc. | 0.01% | Add +27.9% | 320,717 | $20.2M |
| Millennium Management | 0.02% | Reduce -14.2% | 315,291 | $19.8M |
| Stieven Capital Advisors, L.P. | 3.39% | Reduce -13.1% | 285,333 | $17.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.9% | 281,658 | $17.7M |
| Basswood Capital Management, L.L.C. | 0.84% | No change | 258,937 | $16.3M |
| Two Sigma Investments, LP | 0.04% | Reduce -26.1% | 254,709 | $16.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -28.1% | 243,749 | $15.3M |
| Pembroke Management, LTD | 1.92% | Reduce -22.3% | 239,910 | $15.1M |
| Bank of America Corp. | 0.00% | Add +26.2% | 237,750 | $14.9M |
| Citadel Advisors | 0.02% | Reduce -83.0% | 234,371 | $14.7M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -3.8% | 205,372 | $12.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +8957.6% | 200,808 | $12.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -26.9% | 175,168 | $11.0M |
| Rhumbline Advisers | 0.01% | Reduce -1.5% | 165,003 | $10.4M |
| TCW Group Inc. | 0.09% | Reduce -24.4% | 163,400 | $10.3M |
| Algert Global LLC | 0.27% | Reduce -13.5% | 158,617 | $10.0M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -2.7% | 152,141 | $9.9M |
| Gator Capital Management, LLC | 4.26% | Reduce -2.5% | 153,180 | $9.6M |
| Citigroup Inc. | 0.01% | Add +3.2% | 151,151 | $9.5M |
| Legal & General Group Plc | 0.00% | Add +3.8% | 148,487 | $9.3M |
| Franklin Resources Inc. | 0.00% | Reduce -17.7% | 143,333 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Add +2.2% | 144,958 | $9.1M |
| Ategra Capital Management, LLC | 6.63% | Reduce -41.2% | 144,842 | $9.1M |
| Prudential Financial Inc. | 0.01% | Reduce -7.7% | 142,884 | $9.0M |
| Barclays PLC | 0.00% | Add +32.6% | 142,715 | $9.0M |
| Lazard Asset Management LLC | 0.01% | Reduce -52.4% | 141,667 | $8.9M |
| Orchard Capital Management, LLC | 2.95% | Reduce -11.6% | 137,472 | $8.6M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -14.7% | 134,388 | $8.4M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -15.4% | 132,584 | $8.3M |
| UBS Group AG | 0.00% | Reduce -4.4% | 121,715 | $7.7M |
| Royce & Associates LP | 0.07% | Reduce -8.7% | 117,003 | $7.4M |
| Public Sector Pension Investment Board | 0.04% | Add +3.0% | 114,869 | $7.2M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 111,148 | $7.0M |
| Scout Investments, Inc. | 0.18% | Reduce -13.9% | 108,497 | $7.0M |
| Raymond James & Associates | 0.00% | Add +29.7% | 109,964 | $6.9M |
| Renaissance Technologies | 0.01% | Add +22.5% | 108,800 | $6.8M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 105,700 | $6.6M |
| Edgestream Partners, L.P. | 0.29% | Add +94.8% | 104,595 | $6.6M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -7.0% | 102,900 | $6.5M |
| Kestrel Investment Management Corp. | 3.71% | Add +5.7% | 104,050 | $6.4M |
| AQR Capital Management | 0.01% | Reduce -16.5% | 101,743 | $6.4M |
| CI Investments Inc. | 0.02% | Add +0.0% | 89,782 | $5.6M |
| S&T Bank | 1.44% | Reduce -7.1% | 87,526 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -13.6% | 87,406 | $5.5M |
| Rice Hall James & Associates, LLC | 0.27% | Reduce -76.4% | 78,831 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.4% | 78,249 | $4.9M |
| Quantbot Technologies LP | 0.19% | Add +61.0% | 75,315 | $4.7M |
| Sei Investments Co. | 0.01% | Add +7.6% | 70,505 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 70,353 | $4.4M |
| Guggenheim Capital LLC | 0.03% | Add +0.9% | 65,246 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.6% | 62,182 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +52.1% | 61,834 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Add +92.0% | 61,784 | $3.9M |
| Kennedy Capital Management LLC | 0.08% | Reduce -13.6% | 60,091 | $3.8M |
| First Trust Advisors LP | 0.00% | Reduce -18.6% | 57,253 | $3.6M |
| Epoch Investment Partners, Inc. | 0.02% | Add +31.0% | 56,188 | $3.5M |
| Tudor Investment Corporation | 0.04% | Add +65.0% | 53,704 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 51,232 | $3.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.5% | 49,972 | $3.1M |
| Renaissance Group LLC | 0.12% | New | 46,491 | $2.9M |
| Quantedge Capital Pte Ltd | 0.86% | Add +22.3% | 46,000 | $2.9M |
| Axiom Advisory, LLC | 0.03% | Add +1.6% | 43,264 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -0.1% | 44,370 | $2.7M |
| New York State Teachers Retirement System | 0.01% | Add +0.8% | 42,847 | $2.7M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +977.0% | 41,981 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +202.4% | 41,521 | $2.6M |
| Focus Partners Wealth | 0.01% | New | 41,299 | $2.6M |
| Connors Investor Services Inc. | 0.25% | Reduce -2.3% | 40,756 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -51.0% | 39,205 | $2.5M |
| Deutsche Bank AG | 0.00% | Add +29.6% | 38,059 | $2.4M |
| Jefferies Financial Group Inc. | 0.04% | New | 37,800 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.4% | 36,242 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.1% | 35,214 | $2.2M |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.