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 415 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 $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
114
shares
|
$8,889
0.0% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
109
shares
|
$8,499
0.0% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
105
shares
|
$8,187
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$7,798
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
100
shares
|
$7,798
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
84
shares
|
$6,550
0.0% of portfolio
|
Q2 2025
Added 189.66%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
79
shares
|
$6,160
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
75
shares
|
$5,848
0.0% of portfolio
|
Q2 2025
Added 7400.0%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
71
shares
|
$5,536
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
70
shares
|
$5,458
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
67
shares
|
$5,224
0.0% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
59
shares
|
$4,600
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
57
shares
|
$4,444
0.0% of portfolio
|
Q2 2025
Reduced 74.32%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
57
shares
|
$4,444
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
54
shares
|
$4,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
54
shares
|
$4,210
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$4,210
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
53
shares
|
$4,132
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
50
shares
|
$3,899
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
47
shares
|
$3,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
43
shares
|
$3,353
0.0% of portfolio
|
Q2 2025
Reduced 61.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
43
shares
|
$3,353
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$3,119
0.0% of portfolio
|
Q2 2022
Reduced 89.19%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
39
shares
|
$3,041
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
38
shares
|
$2,963
0.0% of portfolio
|
Q2 2025
New holding
|