Axos FinancialAX
13F holders, Q2 2025 (June 30)364holders +12
48new positions
36sold out
4famous investors
$76.06avg. 13F price*
At the end of Q2 2025, 364 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 12 from Q1 2025. 48 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($605.6M), Vanguard Group Inc. ($451.7M) and State Street Corp. ($201.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $45.9M |
| Exits | 36 | $29.6M |
All 13F filers, Q1 2025 → Q2 2025: 2,145,934 shares bought and 3,118,113 shares sold, net −972,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 364 holders
| BlackRock, Inc. | 0.01% | Reduce -4.0% | 7,963,974 | $605.6M |
| Vanguard Group Inc. | 0.01% | Reduce -1.4% | 5,939,919 | $451.7M |
| State Street Corp. | 0.01% | Reduce -9.3% | 2,652,478 | $201.7M |
| American Century Companies Inc. | 0.10% | Add +10.6% | 2,378,121 | $180.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.0% | 2,327,530 | $177.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.6% | 1,521,624 | $115.7M |
| Davis Asset Management, L.P. | 4.31% | No change | 1,457,219 | $110.8M |
| Wasatch Advisors LP | 0.36% | Reduce -10.3% | 909,055 | $69.1M |
| Ameriprise Financial Inc. | 0.01% | Add +8.6% | 740,652 | $56.3M |
| Geneva Capital Management LLC | 0.94% | Add +6.0% | 739,374 | $56.2M |
| Northern Trust Corp. | 0.01% | Reduce -6.9% | 679,663 | $51.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.0% | 644,574 | $49.0M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 599,903 | $45.6M |
| Emerald Advisers, LLC | 1.54% | Add +3.8% | 553,591 | $42.1M |
| Nuveen, LLC | 0.01% | Reduce -5.2% | 517,848 | $39.4M |
| Citadel Advisors | 0.03% | Reduce -19.7% | 483,001 | $36.7M |
| Shaker Investments LLC | 12.77% | Reduce -3.0% | 410,372 | $31.2M |
| Millennium Management | 0.03% | Add +151.7% | 396,654 | $30.2M |
| Boston Partners | 0.03% | Reduce -24.3% | 381,931 | $29.6M |
| JARISLOWSKY, FRASER Ltd | 0.17% | Add +0.9% | 386,660 | $29.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.5% | 384,503 | $29.2M |
| Wellington Management Group LLP | 0.01% | Reduce 0.0% | 377,066 | $28.7M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -15.1% | 364,970 | $27.8M |
| Emerald Mutual Fund Advisers Trust | 1.69% | No change | 364,026 | $27.7M |
| Bragg Financial Advisors, Inc | 0.96% | Add +0.0% | 354,072 | $26.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.8% | 327,788 | $24.9M |
| Algert Global LLC | 0.50% | Add +40.7% | 312,070 | $23.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.9% | 295,436 | $22.5M |
| Stieven Capital Advisors, L.P. | 4.22% | Add +0.1% | 284,059 | $21.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.4% | 279,984 | $21.3M |
| Pembroke Management, LTD | 2.46% | Reduce -2.8% | 266,983 | $20.3M |
| Invesco Ltd. | 0.00% | Reduce -19.3% | 263,972 | $20.1M |
| Kennedy Capital Management LLC | 0.45% | Add +27.6% | 248,962 | $18.9M |
| AQR Capital Management | 0.01% | Add +34.6% | 235,766 | $17.9M |
| Ategra Capital Management, LLC | 13.31% | Reduce -6.3% | 220,216 | $16.7M |
| Public Sector Pension Investment Board | 0.07% | Add +5.0% | 207,287 | $15.8M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -29.3% | 192,038 | $14.6M |
| FMR LLC | 0.00% | Add +7.3% | 184,630 | $14.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.4% | 180,105 | $13.7M |
| Edgestream Partners, L.P. | 0.35% | Add +199.7% | 165,283 | $12.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -4.4% | 164,283 | $12.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +33.1% | 158,801 | $12.4M |
| UBS Group AG | 0.00% | Reduce -3.5% | 161,309 | $12.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -7.3% | 160,222 | $12.2M |
| Rhumbline Advisers | 0.01% | Add +1.9% | 159,604 | $12.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +42.3% | 156,351 | $11.9M |
| Gator Capital Management, LLC | 3.63% | No change | 153,230 | $11.7M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 145,962 | $11.1M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 143,423 | $10.9M |
| Prudential Financial Inc. | 0.01% | Reduce -15.7% | 140,802 | $10.7M |
| Franklin Resources Inc. | 0.00% | Reduce -8.3% | 138,987 | $10.6M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -16.7% | 135,172 | $10.3M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -3.7% | 134,914 | $10.3M |
| Barclays PLC | 0.00% | Add +32.5% | 131,585 | $10.0M |
| Militia Capital Partners, LP | 4.63% | Add +16.2% | 129,000 | $9.8M |
| Boothbay Fund Management, LLC | 0.31% | New | 126,760 | $9.6M |
| Royal Bank of Canada | 0.00% | Add +16.0% | 126,383 | $9.6M |
| D. E. Shaw & Co. | 0.01% | Add +5.8% | 114,278 | $8.7M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 103,600 | $7.9M |
| Royce & Associates LP | 0.08% | Add +11.3% | 103,593 | $7.9M |
| Citigroup Inc. | 0.01% | Reduce -21.3% | 100,652 | $7.7M |
| Kestrel Investment Management Corp. | 4.52% | Reduce -4.5% | 99,350 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -5.1% | 98,625 | $7.5M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -25.3% | 96,620 | $7.3M |
| Fred Alger Management, LLC | 0.03% | Add +1266.6% | 96,616 | $7.1M |
| TCW Group Inc. | 0.05% | Reduce -2.5% | 89,720 | $6.8M |
| Jane Street Group, LLC | 0.01% | Reduce -46.3% | 88,077 | $6.7M |
| CI Investments Inc. | 0.02% | Add +0.5% | 87,107 | $6.6M |
| Osterweis Capital Management Inc. | 0.40% | New | 84,960 | $6.5M |
| AXA S.A. | 0.02% | No change | 84,600 | $6.4M |
| Renaissance Group LLC | 0.25% | Add +31.4% | 84,190 | $6.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 82,220 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +96.7% | 77,783 | $5.9M |
| First Trust Advisors LP | 0.00% | Reduce -44.3% | 76,602 | $5.8M |
| Deutsche Bank AG | 0.00% | Reduce -13.5% | 75,929 | $5.8M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -14.7% | 75,200 | $5.7M |
| Empowered Funds, LLC | 0.06% | Add +370.7% | 74,853 | $5.7M |
| S&T Bank | 1.69% | Reduce -4.1% | 72,992 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 63,533 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.5% | 62,700 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.4% | 56,153 | $4.3M |
| Empirical Finance, LLC | 0.22% | Add +31.6% | 54,633 | $4.2M |
| PMC FIG Opportunities LLC | 6.16% | New | 54,459 | $4.1M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -15.5% | 54,402 | $4.1M |
| HRT Financial LP | 0.02% | Add +29.6% | 54,359 | $4.1M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -2.6% | 53,218 | $4.0M |
| California State Teachers Retirement System | 0.00% | No change | 49,973 | $3.8M |
| Gsa Capital Partners LLP | 0.26% | Add +116.3% | 49,519 | $3.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.5% | 45,562 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 45,403 | $3.5M |
| Epoch Investment Partners, Inc. | 0.02% | Reduce -77.4% | 45,391 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -28.8% | 45,332 | $3.5M |
| Quantedge Capital Pte Ltd | 3.13% | Add +108.3% | 45,000 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -1.1% | 43,428 | $3.3M |
| New York State Teachers Retirement System | 0.01% | No change | 43,026 | $3.3M |
| Intech Investment Management LLC | 0.03% | Add +0.3% | 42,289 | $3.2M |
| Focus Partners Wealth | 0.01% | Add +1.7% | 41,881 | $3.2M |
| Connors Investor Services Inc. | 0.27% | Add +0.2% | 40,043 | $3.0M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.13% | Add +21.5% | 39,600 | $3.0M |
| Argent Capital Management LLC | 0.09% | Add +0.9% | 39,275 | $3.0M |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.