Axos FinancialAX
13F holders, Q3 2025 (September 30)382holders +18
51new positions
31sold out
4famous investors
$84.68avg. 13F price*
At the end of Q3 2025, 382 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 18 from Q2 2025. 51 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($690.2M), Vanguard Group Inc. ($501.9M) and State Street Corp. ($227.1M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $11.8M |
| Exits | 31 | $23.8M |
All 13F filers, Q2 2025 → Q3 2025: 3,032,714 shares bought and 2,776,973 shares sold, net +255,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 382 holders
| BlackRock, Inc. | 0.01% | Add +2.4% | 8,153,348 | $690.2M |
| Vanguard Group Inc. | 0.01% | Reduce -0.2% | 5,928,680 | $501.9M |
| State Street Corp. | 0.01% | Add +1.1% | 2,682,654 | $227.1M |
| American Century Companies Inc. | 0.10% | Add +1.5% | 2,413,512 | $204.3M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -6.7% | 2,171,772 | $183.8M |
| Geode Capital Management, LLC | 0.01% | Add +12.6% | 1,713,270 | $146.5M |
| Davis Asset Management, L.P. | 4.39% | No change | 1,457,219 | $123.4M |
| FMR LLC | 0.01% | Add +653.7% | 1,391,601 | $117.8M |
| Wasatch Advisors LP | 0.41% | Reduce -0.4% | 905,479 | $76.6M |
| Geneva Capital Management LLC | 1.07% | Reduce -0.1% | 738,330 | $62.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.2% | 709,777 | $60.1M |
| Northern Trust Corp. | 0.01% | Add +1.5% | 689,760 | $58.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 669,322 | $56.7M |
| Emerald Advisers, LLC | 1.44% | Reduce -4.5% | 528,912 | $44.8M |
| Morgan Stanley | 0.00% | Reduce -20.9% | 474,770 | $40.2M |
| Wellington Management Group LLP | 0.01% | Add +18.1% | 445,412 | $37.7M |
| Nuveen, LLC | 0.01% | Reduce -14.4% | 443,439 | $37.5M |
| Franklin Resources Inc. | 0.01% | Add +198.0% | 414,178 | $35.1M |
| Shaker Investments LLC | 13.54% | Reduce -2.6% | 399,717 | $33.8M |
| Bank of New York Mellon Corp | 0.01% | Add +1.8% | 391,415 | $33.1M |
| JARISLOWSKY, FRASER Ltd | 0.18% | Reduce -1.2% | 382,183 | $32.4M |
| Boston Partners | 0.03% | Reduce -0.5% | 380,092 | $32.1M |
| Bragg Financial Advisors, Inc | 0.99% | Add +0.2% | 354,821 | $30.0M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -3.7% | 351,627 | $29.8M |
| Emerald Mutual Fund Advisers Trust | 1.49% | Reduce -6.3% | 341,262 | $28.9M |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 330,886 | $28.0M |
| Algert Global LLC | 0.47% | Add +5.6% | 329,480 | $27.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.7% | 315,621 | $26.7M |
| Kennedy Capital Management LLC | 0.51% | Add +10.5% | 275,081 | $23.3M |
| UBS Group AG | 0.00% | Add +65.7% | 267,312 | $22.6M |
| Pembroke Management, LTD | 2.20% | Reduce -2.1% | 261,492 | $22.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +62.4% | 257,843 | $21.5M |
| Invesco Ltd. | 0.00% | Reduce -8.3% | 242,181 | $20.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.6% | 237,557 | $20.1M |
| Stieven Capital Advisors, L.P. | 3.78% | Reduce -16.6% | 236,959 | $20.1M |
| AQR Capital Management | 0.01% | Reduce -4.4% | 225,299 | $19.1M |
| Public Sector Pension Investment Board | 0.07% | Add +6.1% | 219,935 | $18.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 181,599 | $15.4M |
| Two Sigma Investments, LP | 0.02% | Add +12.1% | 179,665 | $15.2M |
| Rhumbline Advisers | 0.01% | Add +1.1% | 161,346 | $13.7M |
| Millennium Management | 0.01% | Reduce -60.9% | 154,953 | $13.1M |
| Gator Capital Management, LLC | 3.34% | Add +0.5% | 154,055 | $13.0M |
| Edgestream Partners, L.P. | 0.36% | Reduce -11.0% | 147,142 | $12.5M |
| State of Wisconsin Investment Board | 0.03% | Reduce -10.8% | 146,561 | $12.4M |
| Legal & General Group Plc | 0.00% | Reduce -0.5% | 145,210 | $12.3M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 142,605 | $12.1M |
| Osterweis Capital Management Inc. | 0.71% | Add +67.1% | 141,955 | $12.0M |
| Ategra Capital Management, LLC | 7.96% | Reduce -36.3% | 140,342 | $11.9M |
| First Eagle Investment Management, LLC | 0.02% | Add +3.4% | 139,748 | $11.8M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -3.6% | 130,071 | $11.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 123,556 | $10.5M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -38.7% | 117,794 | $10.0M |
| Prudential Financial Inc. | 0.01% | Reduce -19.9% | 112,803 | $9.5M |
| Swiss National Bank | 0.01% | No change | 103,600 | $8.8M |
| Janus Henderson Group PLC | 0.00% | Add +324.7% | 101,540 | $8.6M |
| Royce & Associates LP | 0.08% | Reduce -2.9% | 100,543 | $8.5M |
| Kestrel Investment Management Corp. | 4.74% | No change | 99,350 | $8.4M |
| Empowered Funds, LLC | 0.08% | Add +30.8% | 97,879 | $8.3M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -0.4% | 96,247 | $8.1M |
| Renaissance Group LLC | 0.29% | Add +9.3% | 92,050 | $7.8M |
| Barclays PLC | 0.00% | Reduce -30.7% | 91,140 | $7.7M |
| CI Investments Inc. | 0.03% | Add +2.9% | 89,667 | $7.6M |
| Boothbay Fund Management, LLC | 0.20% | Reduce -30.4% | 88,181 | $7.5M |
| Militia Capital Partners, LP | 3.47% | Reduce -31.8% | 88,000 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -46.3% | 84,031 | $7.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.8% | 78,368 | $6.6M |
| Citigroup Inc. | 0.00% | Reduce -26.2% | 74,242 | $6.3M |
| Fred Alger Management, LLC | 0.02% | Reduce -26.1% | 71,441 | $6.0M |
| Empirical Finance, LLC | 0.28% | Add +27.7% | 69,766 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 66,584 | $5.6M |
| S&T Bank | 1.57% | Reduce -9.7% | 65,950 | $5.6M |
| Deutsche Bank AG | 0.00% | Reduce -14.1% | 65,252 | $5.5M |
| Victory Capital Management Inc. | 0.00% | Add +297.8% | 62,456 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 62,010 | $5.2M |
| Rafferty Asset Management, LLC | 0.02% | Add +9.9% | 59,789 | $5.1M |
| TCW Group Inc. | 0.04% | Reduce -33.5% | 59,620 | $5.0M |
| First Trust Advisors LP | 0.00% | Reduce -22.3% | 59,504 | $5.0M |
| Intech Investment Management LLC | 0.04% | Add +40.3% | 59,317 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.6% | 58,162 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -31.3% | 56,500 | $4.8M |
| Argent Capital Management LLC | 0.12% | Add +36.7% | 53,690 | $4.5M |
| Wells Fargo & Company | 0.00% | Add +15.0% | 52,208 | $4.4M |
| Bridgeway Capital Management, LLC | 0.09% | Reduce -30.9% | 52,000 | $4.4M |
| California State Teachers Retirement System | 0.00% | Reduce -0.2% | 49,886 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.3% | 49,346 | $4.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -57.9% | 48,149 | $4.1M |
| AlphaQuest LLC | 0.26% | Add +10897.5% | 47,839 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.4% | 47,336 | $4.0M |
| Epoch Investment Partners, Inc. | 0.02% | Reduce 0.0% | 45,389 | $3.8M |
| Fieldview Capital Management, LLC | 0.63% | Add +27.4% | 45,312 | $3.8M |
| Focus Partners Wealth | 0.01% | Add +4.9% | 43,917 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.18% | No change | 43,428 | $3.7M |
| Jane Street Group, LLC | 0.00% | Reduce -53.1% | 41,311 | $3.5M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.13% | Add +2.8% | 40,700 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +281.8% | 40,419 | $3.4M |
| PMC FIG Opportunities LLC | 5.13% | Reduce -27.3% | 39,596 | $3.4M |
| Connors Investor Services Inc. | 0.28% | Reduce -2.1% | 39,218 | $3.3M |
| Orchard Capital Management, LLC | 4.36% | Add +3.0% | 39,039 | $3.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -12.2% | 37,794 | $3.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 35,355 | $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.