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 422 institutions that hold shares in the stock, with a total of 45.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,620
shares
|
$128,174
0.0% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,592
shares
|
$125,959
0.0% of portfolio
|
Q2 2025
Reduced 35.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,579
shares
|
$124,930
0.01% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
1,414
shares
|
$111,875
0.01% of portfolio
|
Q3 2025
Added 92.64%
|
|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,400
shares
|
$110,768
0.01% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,386
shares
|
$109,660
0.02% of portfolio
|
Q3 2025
Reduced 81.3%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,351
shares
|
$106,891
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
1,346
shares
|
$106,495
0.0% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,232
shares
|
$97,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
947
shares
|
$74,926
0.04% of portfolio
|
Q3 2025
Reduced 47.56%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
903
shares
|
$71,445
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
900
shares
|
$71,208
0.0% of portfolio
|
Q4 2024
Added 1700.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
837
shares
|
$66,223
0.01% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
815
shares
|
$64,482
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
737
shares
|
$58,311
0.04% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
701
shares
|
$55,463
0.03% of portfolio
|
Q3 2022
Added 1.74%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
661
shares
|
$52,298
0.0% of portfolio
|
Q2 2023
Reduced 96.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
601
shares
|
$47,551
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
499
shares
|
$39,480
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
477
shares
|
$37,740
0.0% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
473
shares
|
$37,423
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
455
shares
|
$35,999
0.0% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
432
shares
|
$34,179
0.01% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
426
shares
|
$33,705
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
419
shares
|
$33,151
0.0% of portfolio
|
Q3 2025
Reduced 16.87%
|
|