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 |
|---|---|---|---|---|---|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
11,595
shares
|
$992,068
0.0% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
11,446
shares
|
$979,319
0.02% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,388
shares
|
$974,357
0.0% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,265
shares
|
$963,833
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
10,674
shares
|
$913,267
0.0% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,586
shares
|
$905,738
0.0% of portfolio
|
Q2 2025
Added 32.04%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
10,520
shares
|
$900,091
0.03% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,490
shares
|
$897,524
0.0% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
10,395
shares
|
$889,396
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
10,372
shares
|
$887,428
0.01% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,234
shares
|
$875,621
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Ejf Capital LLC
Arlington, VA |
May 15, 2025 Q1 2025 |
10,000
shares
|
$855,600
0.45% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
9,993
shares
|
$855,001
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
9,847
shares
|
$842,509
0.0% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
9,829
shares
|
$840,969
0.05% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
9,677
shares
|
$827,964
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
8,721
shares
|
$746,168
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,600
shares
|
$735,816
0.01% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,590
shares
|
$734,960
0.0% of portfolio
|
Q1 2025
Added 45.17%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
8,506
shares
|
$727,773
0.0% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
8,277
shares
|
$708,180
0.03% of portfolio
|
Q1 2025
Added 30.78%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
8,118
shares
|
$694,576
0.01% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
8,104
shares
|
$693,378
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,089
shares
|
$692,094
0.0% of portfolio
|
Q3 2023
Reduced 17.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
8,056
shares
|
$689,271
0.0% of portfolio
|
Q1 2025
Added 1.45%
|