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 415 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 $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
4,432
shares
|
$345,607
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
4,370
shares
|
$340,772
0.01% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,318
shares
|
$336,717
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,218
shares
|
$328,919
0.01% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,201
shares
|
$327,593
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
4,174
shares
|
$325,488
0.02% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
4,100
shares
|
$319,718
0.0% of portfolio
|
Q3 2025
Added 20.59%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,889
shares
|
$303,264
0.0% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,821
shares
|
$297,961
0.01% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
3,799
shares
|
$296,246
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,709
shares
|
$289,227
0.0% of portfolio
|
Q2 2025
Added 49.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,700
shares
|
$288,526
0.0% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
3,673
shares
|
$286,420
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,659
shares
|
$285,328
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
3,613
shares
|
$281,741
0.01% of portfolio
|
Q1 2025
Reduced 78.07%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
3,600
shares
|
$280,728
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
3,525
shares
|
$274,879
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,433
shares
|
$267,705
0.06% of portfolio
|
Q3 2025
Reduced 15.82%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
3,393
shares
|
$264,586
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
3,356
shares
|
$261,700
0.0% of portfolio
|
Q3 2025
Reduced 90.98%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
3,252
shares
|
$253,590
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
3,220
shares
|
$251,095
0.04% of portfolio
|
Q1 2025
Reduced 28.86%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
3,200
shares
|
$249,536
0.05% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,101
shares
|
$241,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,988
shares
|
$233,004
0.0% of portfolio
|
Q2 2025
Added 2216.28%
|