Axos FinancialAX
13F holders, Q1 2025 (March 31)352holders −4
38new positions
44sold out
5famous investors
$64.49avg. 13F price*
At the end of Q1 2025, 352 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, down 4 from Q4 2024. 38 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($535.1M), Vanguard Group Inc. ($388.7M) and State Street Corp. ($188.7M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $30.9M |
| Exits | 44 | $48.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,501,984 shares bought and 3,880,735 shares sold, net −1,378,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| BlackRock, Inc. | 0.01% | Add +0.1% | 8,293,081 | $535.1M |
| Vanguard Group Inc. | 0.01% | Reduce -1.7% | 6,024,418 | $388.7M |
| State Street Corp. | 0.01% | Reduce -12.1% | 2,925,122 | $188.7M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.0% | 2,449,370 | $158.0M |
| American Century Companies Inc. | 0.09% | Add +14.8% | 2,151,229 | $138.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.9% | 1,546,008 | $99.8M |
| Davis Asset Management, L.P. | 3.91% | No change | 1,457,219 | $94.0M |
| Wasatch Advisors LP | 0.36% | Reduce -4.1% | 1,014,056 | $65.4M |
| Northern Trust Corp. | 0.01% | Reduce -1.7% | 730,135 | $47.1M |
| Geneva Capital Management LLC | 0.84% | Reduce -0.4% | 697,248 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Add +0.6% | 681,878 | $44.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.0% | 657,782 | $42.4M |
| Morgan Stanley | 0.00% | Reduce -14.0% | 605,933 | $39.1M |
| Citadel Advisors | 0.04% | Add +192.5% | 601,529 | $38.8M |
| Nuveen, LLC | 0.01% | — | 546,190 | $35.2M |
| Emerald Advisers, LLC | 1.55% | Add +11.4% | 533,586 | $34.4M |
| Boston Partners | 0.04% | Add +18.2% | 504,815 | $31.2M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -2.2% | 429,898 | $27.7M |
| Shaker Investments LLC | 13.15% | Reduce -0.7% | 423,078 | $27.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.1% | 394,144 | $25.4M |
| JARISLOWSKY, FRASER Ltd | 0.16% | Reduce -5.3% | 383,295 | $24.7M |
| Wellington Management Group LLP | 0.00% | Reduce -41.2% | 377,079 | $24.3M |
| Emerald Mutual Fund Advisers Trust | 1.72% | Add +0.2% | 364,026 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 356,161 | $23.0M |
| Bragg Financial Advisors, Inc | 0.94% | Reduce -11.2% | 353,950 | $22.8M |
| Principal Financial Group Inc. | 0.01% | Add +2.9% | 347,799 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.4% | 343,267 | $22.1M |
| Invesco Ltd. | 0.00% | Reduce -32.5% | 327,238 | $21.1M |
| Stieven Capital Advisors, L.P. | 3.55% | Add +20.4% | 283,759 | $18.3M |
| Pembroke Management, LTD | 2.58% | Add +6.3% | 274,572 | $17.7M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -29.2% | 271,553 | $17.5M |
| Ategra Capital Management, LLC | 12.26% | Add +9.7% | 235,093 | $15.2M |
| Algert Global LLC | 0.35% | Add +27.7% | 221,730 | $14.3M |
| Voss Capital, LP | 1.03% | New | 207,704 | $13.4M |
| Epoch Investment Partners, Inc. | 0.07% | Add +0.7% | 201,143 | $13.0M |
| Public Sector Pension Investment Board | 0.06% | Add +46.0% | 197,341 | $12.7M |
| Kennedy Capital Management LLC | 0.30% | Add +193.8% | 195,035 | $12.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -22.5% | 182,729 | $11.8M |
| AQR Capital Management | 0.01% | Add +38.9% | 175,146 | $11.3M |
| Two Sigma Investments, LP | 0.03% | Reduce -22.8% | 172,929 | $11.2M |
| FMR LLC | 0.00% | Reduce -65.3% | 172,106 | $11.1M |
| State of Wisconsin Investment Board | 0.03% | Add +10.9% | 171,790 | $11.1M |
| UBS Group AG | 0.00% | Add +29.4% | 167,110 | $10.8M |
| Prudential Financial Inc. | 0.02% | Add +24.9% | 166,994 | $10.8M |
| Jane Street Group, LLC | 0.02% | Add +103.1% | 164,073 | $10.6M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -19.6% | 162,272 | $10.5M |
| Millennium Management | 0.01% | Reduce -26.8% | 157,621 | $10.2M |
| Rhumbline Advisers | 0.01% | Reduce -4.1% | 156,646 | $10.1M |
| Gator Capital Management, LLC | 3.78% | Add +0.1% | 153,230 | $9.9M |
| Franklin Resources Inc. | 0.00% | Add +14.1% | 151,510 | $9.8M |
| Bank of America Corp. | 0.00% | Add +194.4% | 149,302 | $9.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +33.1% | 146,223 | $9.4M |
| Legal & General Group Plc | 0.00% | Reduce -4.0% | 144,934 | $9.4M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -3.7% | 140,114 | $9.0M |
| First Trust Advisors LP | 0.01% | Reduce -1.1% | 137,582 | $8.9M |
| Lord, Abbett & Co. LLC | 0.03% | Add +11.3% | 129,333 | $8.3M |
| Citigroup Inc. | 0.01% | Reduce -14.6% | 127,810 | $8.2M |
| Sei Investments Co. | 0.01% | Add +37.9% | 122,041 | $7.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -10.0% | 119,286 | $7.7M |
| Militia Capital Partners, LP | 5.80% | Add +825.0% | 111,000 | $7.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.2% | 109,900 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 108,986 | $7.0M |
| D. E. Shaw & Co. | 0.01% | Add +0.0% | 108,031 | $7.0M |
| Swiss National Bank | 0.00% | Reduce -1.2% | 105,100 | $6.8M |
| Kestrel Investment Management Corp. | 4.10% | No change | 104,050 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Add +155.1% | 103,888 | $6.7M |
| Barclays PLC | 0.00% | Reduce -35.5% | 99,329 | $6.4M |
| Orchard Capital Management, LLC | 4.36% | Reduce -24.0% | 98,899 | $6.4M |
| Royce & Associates LP | 0.07% | Reduce -11.3% | 93,090 | $6.0M |
| TCW Group Inc. | 0.05% | Reduce -25.1% | 92,020 | $5.9M |
| Redwood Investments, LLC | 2.19% | Add +0.0% | 90,716 | $5.9M |
| Bridgeway Capital Management, LLC | 0.14% | No change | 88,200 | $5.7M |
| Deutsche Bank AG | 0.00% | Reduce -5.5% | 87,753 | $5.7M |
| CI Investments Inc. | 0.02% | Reduce -0.4% | 86,707 | $5.6M |
| AXA S.A. | 0.02% | New | 84,600 | $5.5M |
| S&T Bank | 1.61% | Reduce -1.2% | 76,138 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.3% | 66,385 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.5% | 63,699 | $4.2M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -35.1% | 64,398 | $4.2M |
| Renaissance Group LLC | 0.18% | Add +23.8% | 64,081 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.8% | 56,919 | $3.7M |
| Edgestream Partners, L.P. | 0.12% | Add +11.5% | 55,147 | $3.6M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -61.3% | 54,619 | $3.5M |
| Van Eck Associates Corp. | 0.00% | Add +10.7% | 53,076 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.0% | 50,402 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.3% | 49,973 | $3.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.1% | 47,831 | $3.0M |
| Trexquant Investment LP | 0.03% | Add +0.8% | 44,235 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +242.4% | 43,928 | $2.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.2% | 43,026 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -39.6% | 42,822 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.5% | 42,789 | $2.8M |
| Lazard Asset Management LLC | 0.00% | Add +51.8% | 42,447 | $2.7M |
| Intech Investment Management LLC | 0.03% | Add +6.8% | 42,145 | $2.7M |
| HRT Financial LP | 0.02% | Reduce -13.4% | 41,951 | $2.7M |
| Empirical Finance, LLC | 0.16% | New | 41,515 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +1.1% | 41,165 | $2.7M |
| Connors Investor Services Inc. | 0.26% | Reduce -0.7% | 39,959 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +123.4% | 39,552 | $2.6M |
| Argent Capital Management LLC | 0.08% | Reduce -0.7% | 38,907 | $2.5M |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.