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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,976
shares
|
$232,068
0.0% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
2,957
shares
|
$230,586
0.0% of portfolio
|
Q3 2025
Reduced 19.54%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
2,866
shares
|
$223,490
0.0% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,852
shares
|
$222,398
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
2,827
shares
|
$220,449
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,775
shares
|
$216,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,732
shares
|
$213,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,643
shares
|
$206,101
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
2,614
shares
|
$203,839
0.01% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,604
shares
|
$203,059
0.15% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,600
shares
|
$202,748
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
2,550
shares
|
$198,849
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
2,514
shares
|
$196,041
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
2,461
shares
|
$191,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
2,436
shares
|
$189,959
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
2,419
shares
|
$188,633
0.08% of portfolio
|
Q3 2025
Reduced 14.52%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
2,388
shares
|
$186,216
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
2,362
shares
|
$184,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,337
shares
|
$182,239
0.0% of portfolio
|
Q2 2025
Added 21.91%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
2,157
shares
|
$168,202
0.01% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
2,042
shares
|
$159,235
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,780
shares
|
$138,804
0.0% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,592
shares
|
$124,144
0.0% of portfolio
|
Q2 2025
Reduced 35.52%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
1,536
shares
|
$119,777
0.0% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,505
shares
|
$117,359
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|