Axos FinancialAX
13F holders, Q1 2026 (March 31)387holders +8
41new positions
34sold out
3famous investors
$84.99avg. 13F price*
At the end of Q1 2026, 387 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 8 from Q4 2025. 41 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($708.1M), Vanguard Portfolio Management LLC ($263.0M) and State Street Corp. ($239.7M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $28.1M |
| Exits | 34 | $35.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,818,443 shares bought and 1,993,949 shares sold, net +1,824,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 387 holders
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 8,321,298 | $708.1M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,090,775 | $263.0M |
| State Street Corp. | 0.01% | Add +4.5% | 2,816,697 | $239.7M |
| American Century Companies Inc. | 0.11% | Add +1.4% | 2,510,407 | $213.6M |
| Vanguard Capital Management LLC | 0.01% | — | 2,454,074 | $208.8M |
| FMR LLC | 0.01% | Add +30.3% | 2,437,674 | $207.4M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.3% | 2,177,003 | $185.2M |
| Geode Capital Management, LLC | 0.01% | Add +10.3% | 1,958,430 | $168.5M |
| Davis Asset Management, L.P. | 3.59% | Add +5.3% | 1,535,219 | $124.0M |
| Wellington Management Group LLP | 0.01% | Add +58.6% | 837,853 | $71.3M |
| Franklin Resources Inc. | 0.02% | Add +65.9% | 754,994 | $64.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 732,081 | $62.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.0% | 708,489 | $60.3M |
| Northern Trust Corp. | 0.01% | Add +3.0% | 684,712 | $58.3M |
| Wasatch Advisors LP | 0.35% | Reduce -0.2% | 616,381 | $52.4M |
| Geneva Capital Management LLC | 1.10% | Reduce -7.8% | 608,081 | $51.7M |
| Invesco Ltd. | 0.00% | Add +171.9% | 546,306 | $46.5M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 543,627 | $46.3M |
| Emerald Advisers, LLC | 1.34% | Reduce -4.8% | 496,232 | $42.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +38.2% | 432,739 | $37.2M |
| Boston Partners | 0.04% | Add +18.3% | 413,152 | $35.2M |
| 1832 Asset Management L.P. | 0.04% | Add +1.2% | 379,784 | $32.3M |
| Shaker Investments LLC | 14.28% | Reduce -2.6% | 368,712 | $31.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.4% | 368,667 | $31.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 368,241 | $31.3M |
| Bragg Financial Advisors, Inc | 0.96% | Add +0.1% | 355,868 | $30.3M |
| Principal Financial Group Inc. | 0.02% | Add +4.9% | 353,951 | $30.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.7% | 353,689 | $30.1M |
| Emerald Mutual Fund Advisers Trust | 1.39% | Reduce -1.3% | 336,740 | $28.7M |
| UBS Group AG | 0.00% | Add +17.8% | 301,816 | $25.7M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -2.5% | 298,514 | $25.4M |
| Public Sector Pension Investment Board | 0.08% | Add +6.5% | 289,060 | $24.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.0% | 262,853 | $21.8M |
| Nuveen, LLC | 0.01% | Reduce -38.7% | 250,394 | $21.3M |
| Stieven Capital Advisors, L.P. | 4.38% | Reduce -5.9% | 240,745 | $20.5M |
| AQR Capital Management | 0.01% | Add +0.9% | 234,747 | $20.0M |
| Kennedy Capital Management LLC | 0.42% | Reduce -25.1% | 231,387 | $19.7M |
| Bank of America Corp. | 0.00% | Add +68.5% | 221,656 | $18.9M |
| Empowered Funds, LLC | 0.12% | Add +74.7% | 216,366 | $18.4M |
| Algert Global LLC | 0.25% | Reduce -44.7% | 191,844 | $16.3M |
| Gator Capital Management, LLC | 3.39% | Add +6.0% | 186,840 | $15.9M |
| Squarepoint Ops LLC | 0.03% | Add +33.9% | 180,407 | $15.4M |
| Empirical Finance, LLC | 0.71% | Add +86.5% | 178,281 | $15.2M |
| First Eagle Investment Management, LLC | 0.02% | Add +15.7% | 164,612 | $14.0M |
| Osterweis Capital Management Inc. | 0.86% | Add +14.8% | 163,740 | $13.9M |
| CCG Wealth Management, LLC | 3.76% | Add +971.7% | 162,896 | $13.9M |
| Rhumbline Advisers | 0.01% | Add +2.5% | 156,373 | $13.3M |
| Pembroke Management, LTD | 1.83% | Reduce -48.5% | 148,591 | $12.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -5.5% | 143,781 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +6.3% | 143,565 | $12.2M |
| Brevan Howard Capital Management LP | 0.12% | Add +440.5% | 135,129 | $11.5M |
| Royce & Associates LP | 0.11% | Add +22.9% | 134,616 | $11.5M |
| Legal & General Group Plc | 0.00% | Reduce -9.1% | 126,615 | $10.8M |
| Cerity Partners LLC | 0.02% | Add +11.8% | 125,212 | $10.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +8.5% | 122,888 | $10.5M |
| Prudential Financial Inc. | 0.01% | Add +10.5% | 121,998 | $10.4M |
| Ategra Capital Management, LLC | 5.39% | Reduce -25.8% | 113,765 | $9.7M |
| Renaissance Group LLC | 0.40% | Add +23.8% | 113,384 | $9.6M |
| Swiss National Bank | 0.01% | Add +0.4% | 106,400 | $9.1M |
| Militia Capital Management LLC | 1.91% | — | 100,000 | $8.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 98,217 | $8.4M |
| Kestrel Investment Management Corp. | 4.83% | Reduce -1.0% | 95,150 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.2% | 94,671 | $8.1M |
| Victory Capital Management Inc. | 0.01% | Add +25.0% | 94,637 | $8.1M |
| Argent Capital Management LLC | 0.25% | Add +105.3% | 93,929 | $8.0M |
| WCM Investment Management, LLC | 0.02% | Add +36.3% | 95,366 | $7.9M |
| Philadelphia Financial Management of San Francisco, LLC | 2.40% | New | 88,200 | $7.5M |
| CI Investments Inc. | 0.04% | Reduce -7.4% | 85,017 | $7.2M |
| FIL Ltd | 0.01% | New | 85,000 | $7.2M |
| Bessemer Group Inc. | 0.01% | Add +30.3% | 84,354 | $7.2M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -1.9% | 79,997 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.4% | 77,537 | $6.6M |
| Citadel Advisors | 0.00% | Add +398.5% | 68,790 | $5.9M |
| Boothbay Fund Management, LLC | 0.14% | Add +311.7% | 67,780 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Add +0.7% | 66,030 | $5.7M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -42.4% | 63,455 | $5.4M |
| First Trust Advisors LP | 0.00% | Add +8.1% | 63,111 | $5.4M |
| LGT Fund Management Co Ltd. | 0.23% | No change | 62,450 | $5.3M |
| California State Teachers Retirement System | 0.01% | Add +22.2% | 62,401 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.7% | 62,145 | $5.3M |
| PMC FIG Opportunities LLC | 7.81% | Add +805.3% | 59,280 | $5.0M |
| Quantinno Capital Management LP | 0.01% | Add +236.5% | 56,525 | $4.8M |
| Citigroup Inc. | 0.00% | Reduce -13.7% | 55,702 | $4.7M |
| TCW Group Inc. | 0.03% | Reduce -2.9% | 53,520 | $4.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -8.2% | 51,756 | $4.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 51,578 | $4.4M |
| Deutsche Bank AG | 0.00% | Reduce -27.7% | 48,094 | $4.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -40.5% | 47,450 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.7% | 46,520 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.6% | 45,926 | $3.9M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.15% | Add +9.8% | 44,700 | $3.8M |
| S&T Bank | 1.35% | Reduce -23.4% | 42,514 | $3.6M |
| Focus Partners Wealth | 0.00% | Reduce -6.2% | 42,294 | $3.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -11.8% | 42,252 | $3.6M |
| New York State Teachers Retirement System | 0.01% | Add +9.8% | 40,953 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.6% | 39,879 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +141.9% | 39,364 | $3.3M |
| Global Frontier Investments LLC | 0.43% | New | 37,000 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.5% | 36,763 | $3.1M |
| Fred Alger Management, LLC | 0.01% | Reduce -34.3% | 35,888 | $3.1M |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.