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 399 institutions that hold shares in the stock, with a total of 47 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,546
shares
|
$333,924
0.0% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
5,546
shares
|
$333,924
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
5,528
shares
|
$332,840
0.0% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
5,500
shares
|
$331,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
5,357
shares
|
$322,544
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
5,330
shares
|
$320,919
0.02% of portfolio
|
Q4 2024
Reduced 37.95%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
5,284
shares
|
$318,149
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
5,259
shares
|
$316,644
0.02% of portfolio
|
Q4 2024
Added 19.17%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
5,130
shares
|
$308,877
0.21% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
5,113
shares
|
$307,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
5,080
shares
|
$305,866
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,012
shares
|
$301,772
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,759
shares
|
$286,539
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,737
shares
|
$285,214
0.02% of portfolio
|
Q4 2024
Reduced 81.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,718
shares
|
$284,070
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
4,694
shares
|
$282,625
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
4,668
shares
|
$281,060
0.0% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,631
shares
|
$278,832
0.06% of portfolio
|
Q2 2024
Reduced 7.95%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
4,629
shares
|
$278,712
0.02% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,625
shares
|
$278,471
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,546
shares
|
$273,714
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
4,526
shares
|
$272,510
0.06% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,425
shares
|
$266,429
0.0% of portfolio
|
Q4 2024
Added 31.19%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
4,416
shares
|
$265,887
0.09% of portfolio
|
Q2 2024
Reduced 19.19%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,126
shares
|
$248,426
0.0% of portfolio
|
Q4 2024
New holding
|