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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
111
shares
|
$9,497
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
109
shares
|
$9,326
0.0% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
107
shares
|
$9,154
0.0% of portfolio
|
Q1 2025
Reduced 48.31%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
106
shares
|
$9,069
0.0% of portfolio
|
Q1 2025
Reduced 37.65%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$8,556
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
95
shares
|
$8,128
0.0% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
85
shares
|
$7,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
80
shares
|
$6,844
0.0% of portfolio
|
Q1 2025
Added 29.03%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
79
shares
|
$6,759
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
71
shares
|
$6,074
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
70
shares
|
$5,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
64
shares
|
$5,475
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
60
shares
|
$5,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
60
shares
|
$5,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
59
shares
|
$5,048
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$4,620
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
54
shares
|
$4,620
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
51
shares
|
$4,363
0.0% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
50
shares
|
$4,278
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
44
shares
|
$3,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$3,422
0.0% of portfolio
|
Q2 2022
Reduced 89.19%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
39
shares
|
$3,336
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
35
shares
|
$2,994
0.0% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
29
shares
|
$2,481
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
29
shares
|
$2,481
0.0% of portfolio
|
Q1 2025
New holding
|