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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,026
shares
|
$94,227
0.0% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
900
shares
|
$82,656
0.0% of portfolio
|
Q4 2024
Added 1700.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
879
shares
|
$80,727
0.01% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
815
shares
|
$74,849
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
740
shares
|
$67,961
0.04% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
734
shares
|
$67,410
0.01% of portfolio
|
Q2 2025
Reduced 53.6%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
701
shares
|
$64,379
0.03% of portfolio
|
Q3 2022
Added 1.74%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
661
shares
|
$60,706
0.0% of portfolio
|
Q2 2023
Reduced 96.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
602
shares
|
$55,287
0.0% of portfolio
|
Q2 2025
Added 73.99%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
504
shares
|
$46,287
0.0% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
493
shares
|
$45,277
0.0% of portfolio
|
Q2 2025
Added 360.75%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
474
shares
|
$43,532
0.0% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
446
shares
|
$40,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
446
shares
|
$40,960
0.0% of portfolio
|
Q2 2025
Added 294.69%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
435
shares
|
$39,950
0.0% of portfolio
|
Q2 2025
Reduced 96.97%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
433
shares
|
$39,766
0.01% of portfolio
|
Q2 2025
Added 120.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
433
shares
|
$39,766
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
426
shares
|
$39,123
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
415
shares
|
$38,113
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
408
shares
|
$37,470
0.0% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$36,736
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
372
shares
|
$34,164
0.01% of portfolio
|
Q2 2025
Added 337.65%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
364
shares
|
$33,429
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
333
shares
|
$30,582
0.0% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
310
shares
|
$28,470
0.0% of portfolio
|
Q1 2023
Reduced 99.59%
|