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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
300
shares
|
$27,552
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
292
shares
|
$26,817
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
282
shares
|
$25,898
0.01% of portfolio
|
Q2 2022
Reduced 58.89%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
277
shares
|
$25,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
256
shares
|
$23,511
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
249
shares
|
$22,868
0.0% of portfolio
|
Q2 2025
Added 28.35%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
248
shares
|
$22,776
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
245
shares
|
$22,500
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
218
shares
|
$20,021
0.0% of portfolio
|
Q2 2025
Added 105.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
212
shares
|
$19,470
0.0% of portfolio
|
Q2 2025
Added 821.74%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
210
shares
|
$19,286
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
161
shares
|
$14,786
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
160
shares
|
$14,694
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
136
shares
|
$12,490
0.0% of portfolio
|
Q2 2025
Reduced 24.86%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
130
shares
|
$11,939
0.0% of portfolio
|
Q2 2025
Reduced 50.77%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
124
shares
|
$11,388
0.0% of portfolio
|
Q1 2024
Reduced 44.64%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
111
shares
|
$10,194
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
110
shares
|
$10,102
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
109
shares
|
$10,010
0.0% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
105
shares
|
$9,643
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$9,184
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
84
shares
|
$7,714
0.0% of portfolio
|
Q2 2025
Added 189.66%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
79
shares
|
$7,255
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
75
shares
|
$6,888
0.0% of portfolio
|
Q2 2025
Added 7400.0%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
70
shares
|
$6,428
0.01% of portfolio
|
Q1 2025
New holding
|