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 |
|---|---|---|---|---|---|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,721
shares
|
$318,368
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
3,717
shares
|
$318,026
0.01% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
3,675
shares
|
$314,433
0.0% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,659
shares
|
$313,064
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
3,613
shares
|
$309,128
0.01% of portfolio
|
Q1 2025
Reduced 78.07%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
3,600
shares
|
$308,016
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
3,532
shares
|
$302,197
0.01% of portfolio
|
Q1 2025
Reduced 56.17%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
3,525
shares
|
$301,599
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,427
shares
|
$293,214
0.0% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
3,336
shares
|
$285,428
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
May 14, 2025 Q1 2025 |
3,321
shares
|
$284,144
0.06% of portfolio
|
Q1 2025
Reduced 60.8%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,296
shares
|
$282,005
0.01% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
3,220
shares
|
$275,503
0.04% of portfolio
|
Q1 2025
Reduced 28.86%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
3,200
shares
|
$273,792
0.05% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,197
shares
|
$273,535
0.01% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3,169
shares
|
$271,139
0.0% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
3,163
shares
|
$270,626
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,111
shares
|
$266,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
3,000
shares
|
$256,680
0.0% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
2,830
shares
|
$242,134
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
2,827
shares
|
$241,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
2,769
shares
|
$236,915
0.01% of portfolio
|
Q1 2025
Reduced 94.64%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,732
shares
|
$233,749
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,649
shares
|
$226,648
0.12% of portfolio
|
Q1 2025
Added 37.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,482
shares
|
$212,359
0.0% of portfolio
|
Q1 2025
Reduced 3.87%
|