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 |
|---|---|---|---|---|---|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$240,840
0.05% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
3,971
shares
|
$239,093
0.04% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,907
shares
|
$235,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
3,885
shares
|
$233,915
0.01% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
3,830
shares
|
$230,604
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
3,821
shares
|
$230,062
0.01% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
3,768
shares
|
$226,871
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,758
shares
|
$226,269
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
3,738
shares
|
$225,064
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,699
shares
|
$222,716
0.0% of portfolio
|
Q4 2024
Reduced 94.33%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,664
shares
|
$220,609
0.0% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,659
shares
|
$220,308
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,600
shares
|
$216,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,563
shares
|
$214,528
0.0% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
3,558
shares
|
$214,227
0.0% of portfolio
|
Q4 2024
Reduced 44.61%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
3,525
shares
|
$212,240
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,418
shares
|
$205,797
0.0% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,400
shares
|
$204,714
0.01% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
3,396
shares
|
$204,473
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,395
shares
|
$204,412
0.0% of portfolio
|
Q4 2024
Added 24.68%
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,330
shares
|
$200,499
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
3,229
shares
|
$194,418
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
3,200
shares
|
$192,672
0.05% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,186
shares
|
$191,829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
3,163
shares
|
$190,444
0.21% of portfolio
|
Q4 2024
New holding
|