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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
4,370
shares
|
$401,340
0.01% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,318
shares
|
$396,565
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,218
shares
|
$387,381
0.01% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,201
shares
|
$385,819
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
4,078
shares
|
$374,523
0.06% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
4,004
shares
|
$367,727
0.02% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,936
shares
|
$361,482
0.01% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
3,799
shares
|
$348,900
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
3,758
shares
|
$345,134
0.0% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,709
shares
|
$340,634
0.0% of portfolio
|
Q2 2025
Added 49.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,700
shares
|
$339,808
0.0% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
3,675
shares
|
$337,512
0.0% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
3,673
shares
|
$337,328
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,659
shares
|
$336,042
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
3,613
shares
|
$331,817
0.01% of portfolio
|
Q1 2025
Reduced 78.07%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
3,600
shares
|
$330,624
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
3,525
shares
|
$323,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
3,400
shares
|
$312,256
0.0% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
3,393
shares
|
$311,613
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
3,252
shares
|
$298,663
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
3,220
shares
|
$295,724
0.04% of portfolio
|
Q1 2025
Reduced 28.86%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
3,200
shares
|
$293,888
0.05% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,101
shares
|
$284,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,988
shares
|
$274,417
0.0% of portfolio
|
Q2 2025
Added 2216.28%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,881
shares
|
$264,591
0.0% of portfolio
|
Q2 2025
New holding
|