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 |
|---|---|---|---|---|---|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
27,816
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
27,034
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
26,445
shares
|
$2.41 Million
0.33% of portfolio
|
Q2 2025
Added 29.82%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
26,420
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
26,247
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
26,095
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 39.82%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
25,835
shares
|
$2.36 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
25,400
shares
|
$2.32 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
25,000
shares
|
$2.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
24,414
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
23,907
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.02%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
23,325
shares
|
$2.13 Million
0.16% of portfolio
|
Q2 2025
Reduced 13.66%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
22,226
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,979
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
21,337
shares
|
$1.95 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
21,000
shares
|
$1.92 Million
0.19% of portfolio
|
Q1 2019
Reduced 4.55%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
20,969
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 82.82%
|
|
|
Avenir Corp
Washington, DC |
Aug 14, 2025 Q2 2025 |
20,790
shares
|
$1.9 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
20,212
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
19,204
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
19,047
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 149.14%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Aug 11, 2025 Q2 2025 |
18,781
shares
|
$1.71 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
18,138
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.72%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
18,051
shares
|
$1.65 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
17,422
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 3.84%
|