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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
67
shares
|
$6,111
0.0% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
59
shares
|
$5,381
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
57
shares
|
$5,198
0.0% of portfolio
|
Q2 2025
Reduced 74.32%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
57
shares
|
$5,198
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
54
shares
|
$4,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$4,925
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
53
shares
|
$4,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
53
shares
|
$4,834
0.0% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
50
shares
|
$4,560
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
47
shares
|
$4,286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
43
shares
|
$3,922
0.0% of portfolio
|
Q2 2025
Reduced 61.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
43
shares
|
$3,922
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$3,648
0.0% of portfolio
|
Q2 2022
Reduced 89.19%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
39
shares
|
$3,557
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
38
shares
|
$3,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
37
shares
|
$3,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
35
shares
|
$3,192
0.0% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
29
shares
|
$2,645
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
25
shares
|
$2,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
22
shares
|
$2,006
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
21
shares
|
$1,915
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
15
shares
|
$1,368
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
13
shares
|
$1,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$1,185
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
10
shares
|
$912
0.0% of portfolio
|
Q2 2025
New holding
|