Institutional Ownership Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX). We have compiled data on the 383 institutions that hold shares in the stock, with a total of 47.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
5,330
shares
|
$456,034
0.02% of portfolio
|
Q4 2024
Reduced 37.95%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
5,169
shares
|
$442,259
0.0% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
5,130
shares
|
$438,922
0.21% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
5,117
shares
|
$437,810
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,080
shares
|
$434,644
0.0% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,930
shares
|
$421,810
0.06% of portfolio
|
Q1 2025
Reduced 78.94%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
4,831
shares
|
$413,340
0.0% of portfolio
|
Q1 2025
Reduced 80.05%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
4,759
shares
|
$407,180
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
4,631
shares
|
$396,228
0.07% of portfolio
|
Q2 2024
Reduced 7.95%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,625
shares
|
$395,715
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
4,464
shares
|
$381,939
0.01% of portfolio
|
Q1 2025
Reduced 38.95%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,409
shares
|
$377,234
0.0% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
4,370
shares
|
$373,897
0.01% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
4,313
shares
|
$369,020
0.06% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,228
shares
|
$361,747
0.0% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,205
shares
|
$359,779
0.0% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,150
shares
|
$355,074
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,100
shares
|
$350,796
0.0% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,078
shares
|
$348,913
0.06% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,000
shares
|
$342,240
0.01% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
3,971
shares
|
$339,758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
3,845
shares
|
$328,978
0.0% of portfolio
|
Q1 2025
Added 27.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
3,821
shares
|
$326,924
0.01% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
3,798
shares
|
$324,956
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
3,795
shares
|
$324,700
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|