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 405 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
6,360
shares
|
$584,102
0.04% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
6,172
shares
|
$566,836
0.06% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,045
shares
|
$555,172
0.0% of portfolio
|
Q2 2023
Reduced 15.18%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,876
shares
|
$539,651
0.0% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,842
shares
|
$536,529
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
5,824
shares
|
$534,876
0.27% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
5,716
shares
|
$524,957
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
5,470
shares
|
$502,364
0.25% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,411
shares
|
$496,946
0.01% of portfolio
|
Q2 2025
Reduced 71.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,410
shares
|
$496,854
0.01% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,386
shares
|
$494,650
0.0% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
5,366
shares
|
$492,813
0.0% of portfolio
|
Q2 2025
Reduced 31.78%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,335
shares
|
$489,966
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
5,330
shares
|
$489,507
0.03% of portfolio
|
Q4 2024
Reduced 37.95%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,322
shares
|
$488,772
0.01% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,211
shares
|
$478,578
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Numerai Gp LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,113
shares
|
$469,577
0.06% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,845
shares
|
$444,964
0.0% of portfolio
|
Q2 2025
Added 26.93%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,690
shares
|
$430,729
0.01% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,631
shares
|
$425,311
0.07% of portfolio
|
Q2 2024
Reduced 7.95%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,625
shares
|
$424,760
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,600
shares
|
$422,464
0.02% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
4,541
shares
|
$417,045
0.08% of portfolio
|
Q2 2025
Added 22.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,482
shares
|
$411,626
0.01% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
4,432
shares
|
$407,034
0.01% of portfolio
|
Q2 2025
New holding
|