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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
426
shares
|
$36,448
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
408
shares
|
$34,908
0.0% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
400
shares
|
$34,224
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
364
shares
|
$31,143
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
346
shares
|
$29,603
0.0% of portfolio
|
Q1 2025
Reduced 45.08%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
333
shares
|
$28,491
0.0% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
328
shares
|
$28,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
310
shares
|
$26,523
0.0% of portfolio
|
Q1 2023
Reduced 99.59%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
300
shares
|
$25,668
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
292
shares
|
$24,983
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
282
shares
|
$24,127
0.01% of portfolio
|
Q2 2022
Reduced 58.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
256
shares
|
$21,903
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
249
shares
|
$21,304
0.0% of portfolio
|
Q2 2025
Added 28.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
245
shares
|
$20,962
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
222
shares
|
$18,994
0.0% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
210
shares
|
$17,967
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
196
shares
|
$16,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
181
shares
|
$15,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
161
shares
|
$13,775
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
160
shares
|
$13,689
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
130
shares
|
$11,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
129
shares
|
$11,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
124
shares
|
$10,609
0.0% of portfolio
|
Q1 2024
Reduced 44.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
113
shares
|
$9,668
0.0% of portfolio
|
Q1 2025
Added 253.13%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
112
shares
|
$9,582
0.01% of portfolio
|
Q4 2024
New holding
|