Axos FinancialAX
13F holders, Q4 2025 (December 31)379holders −3
30new positions
40sold out
4famous investors
$86.21avg. 13F price*
At the end of Q4 2025, 379 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, down 3 from Q3 2025. 30 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($717.7M), Vanguard Group Inc. ($508.1M) and State Street Corp. ($232.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $60.3M |
| Exits | 40 | $18.6M |
All 13F filers, Q3 2025 → Q4 2025: 2,883,305 shares bought and 1,590,734 shares sold, net +1,292,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 379 holders
| BlackRock, Inc. | 0.01% | Add +2.2% | 8,330,302 | $717.7M |
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 5,897,415 | $508.1M |
| State Street Corp. | 0.01% | Add +0.5% | 2,696,323 | $232.3M |
| American Century Companies Inc. | 0.11% | Add +2.5% | 2,474,755 | $213.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.1% | 2,169,494 | $186.9M |
| FMR LLC | 0.01% | Add +34.4% | 1,870,781 | $161.2M |
| Geode Capital Management, LLC | 0.01% | Add +3.6% | 1,775,539 | $154.7M |
| Davis Asset Management, L.P. | 4.50% | No change | 1,457,219 | $125.6M |
| Ameriprise Financial Inc. | 0.01% | Add +6.2% | 753,598 | $64.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.8% | 721,572 | $62.2M |
| Northern Trust Corp. | 0.01% | Reduce -3.6% | 665,033 | $57.3M |
| Geneva Capital Management LLC | 1.07% | Reduce -10.6% | 659,859 | $56.9M |
| Wasatch Advisors LP | 0.32% | Reduce -31.8% | 617,711 | $53.2M |
| Morgan Stanley | 0.00% | Add +18.8% | 563,890 | $48.6M |
| Wellington Management Group LLP | 0.01% | Add +18.6% | 528,300 | $45.5M |
| Emerald Advisers, LLC | 1.38% | Reduce -1.4% | 521,379 | $44.9M |
| Franklin Resources Inc. | 0.01% | Add +9.9% | 455,161 | $39.2M |
| Nuveen, LLC | 0.01% | Reduce -7.8% | 408,747 | $35.2M |
| Shaker Investments LLC | 13.57% | Reduce -5.3% | 378,670 | $32.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.5% | 377,805 | $32.6M |
| 1832 Asset Management L.P. | 0.04% | New | 375,392 | $32.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +56.2% | 371,086 | $32.0M |
| Bragg Financial Advisors, Inc | 1.00% | Add +0.2% | 355,459 | $30.6M |
| Boston Partners | 0.03% | Reduce -8.1% | 349,273 | $30.4M |
| Algert Global LLC | 0.47% | Add +5.3% | 346,800 | $29.9M |
| Emerald Mutual Fund Advisers Trust | 1.43% | No change | 341,262 | $29.4M |
| Principal Financial Group Inc. | 0.01% | Add +6.9% | 337,324 | $29.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 320,485 | $27.6M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +21.5% | 313,216 | $27.4M |
| Kennedy Capital Management LLC | 0.56% | Add +12.3% | 308,935 | $26.6M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -12.9% | 306,206 | $26.4M |
| Pembroke Management, LTD | 2.57% | Add +10.3% | 288,555 | $24.9M |
| Public Sector Pension Investment Board | 0.08% | Add +23.4% | 271,415 | $23.4M |
| UBS Group AG | 0.00% | Reduce -4.2% | 256,224 | $22.1M |
| Stieven Capital Advisors, L.P. | 4.09% | Add +8.0% | 255,859 | $22.0M |
| AQR Capital Management | 0.01% | Add +3.3% | 232,636 | $20.0M |
| Invesco Ltd. | 0.00% | Reduce -17.0% | 200,949 | $17.3M |
| Gator Capital Management, LLC | 3.14% | Add +14.5% | 176,340 | $15.2M |
| Ategra Capital Management, LLC | 7.55% | Add +9.3% | 153,342 | $13.2M |
| Rhumbline Advisers | 0.01% | Reduce -5.5% | 152,491 | $13.1M |
| State of Wisconsin Investment Board | 0.03% | Add +3.9% | 152,215 | $13.1M |
| Edgestream Partners, L.P. | 0.37% | Add +2.7% | 151,130 | $13.0M |
| Millennium Management | 0.01% | Reduce -6.5% | 144,837 | $12.5M |
| Osterweis Capital Management Inc. | 0.70% | Add +0.5% | 142,685 | $12.3M |
| First Eagle Investment Management, LLC | 0.02% | Add +1.8% | 142,287 | $12.3M |
| Legal & General Group Plc | 0.00% | Reduce -4.0% | 139,330 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -25.6% | 135,096 | $11.6M |
| Squarepoint Ops LLC | 0.02% | Add +2049.8% | 134,773 | $11.6M |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 131,570 | $11.3M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -3.6% | 125,371 | $10.8M |
| Empowered Funds, LLC | 0.18% | Add +26.6% | 123,879 | $10.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +100.4% | 113,229 | $9.8M |
| Cerity Partners LLC | 0.01% | Add +712.9% | 112,014 | $9.7M |
| Prudential Financial Inc. | 0.01% | Reduce -2.1% | 110,378 | $9.5M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -6.5% | 110,171 | $9.5M |
| Royce & Associates LP | 0.10% | Add +8.9% | 109,507 | $9.4M |
| Swiss National Bank | 0.01% | Add +2.3% | 106,000 | $9.1M |
| Barclays PLC | 0.00% | Add +13.1% | 103,107 | $8.9M |
| Militia Capital Partners, LP | 3.24% | Add +13.6% | 100,000 | $8.6M |
| Royal Bank of Canada | 0.00% | Reduce -19.3% | 99,729 | $8.6M |
| Kestrel Investment Management Corp. | 4.70% | Reduce -3.2% | 96,150 | $8.3M |
| Empirical Finance, LLC | 0.39% | Add +37.0% | 95,566 | $8.2M |
| CI Investments Inc. | 0.03% | Add +2.4% | 91,817 | $7.9M |
| Renaissance Group LLC | 0.32% | Reduce -0.5% | 91,598 | $7.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.2% | 86,725 | $7.5M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -15.2% | 81,578 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.8% | 79,784 | $6.9M |
| Victory Capital Management Inc. | 0.00% | Add +21.2% | 75,721 | $6.5M |
| Wells Fargo & Company | 0.00% | Add +43.6% | 74,948 | $6.5M |
| WCM Investment Management, LLC | 0.01% | New | 69,971 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -61.8% | 68,678 | $5.9M |
| Deutsche Bank AG | 0.00% | Add +1.9% | 66,511 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Add +5.7% | 65,564 | $5.6M |
| Bessemer Group Inc. | 0.01% | Add +18496.8% | 64,717 | $5.6M |
| Citigroup Inc. | 0.00% | Reduce -13.1% | 64,526 | $5.6M |
| LGT Fund Management Co Ltd. | 0.43% | New | 62,450 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 60,381 | $5.2M |
| First Trust Advisors LP | 0.00% | Reduce -1.9% | 58,385 | $5.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 56,364 | $4.9M |
| S&T Bank | 1.51% | Reduce -15.9% | 55,480 | $4.8M |
| TCW Group Inc. | 0.03% | Reduce -7.5% | 55,120 | $4.7M |
| Fred Alger Management, LLC | 0.02% | Reduce -23.5% | 54,641 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.3% | 51,484 | $4.4M |
| California State Teachers Retirement System | 0.00% | Add +2.3% | 51,055 | $4.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -49.8% | 51,022 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -16.1% | 48,829 | $4.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -19.9% | 47,897 | $4.1M |
| Bridgeway Capital Management, LLC | 0.09% | Reduce -9.0% | 47,300 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.4% | 46,670 | $4.0M |
| Argent Capital Management LLC | 0.11% | Reduce -14.8% | 45,757 | $3.9M |
| Focus Partners Wealth | 0.00% | Add +2.6% | 45,066 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.18% | No change | 43,428 | $3.7M |
| AlphaQuest LLC | 0.20% | Reduce -11.8% | 42,218 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.9% | 39,662 | $3.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.14% | No change | 40,700 | $3.5M |
| Orchard Capital Management, LLC | 2.97% | Add +1.6% | 39,674 | $3.4M |
| SG Americas Securities, LLC | 0.00% | Add +67.6% | 38,444 | $3.3M |
| Connors Investor Services Inc. | 0.28% | Reduce -2.5% | 38,228 | $3.3M |
| Epoch Investment Partners, Inc. | 0.02% | Reduce -16.2% | 38,051 | $3.3M |
| State of Alaska, Department of Revenue | 0.03% | Add +22.9% | 37,686 | $3.2M |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.