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 377 institutions that hold shares in the stock, with a total of 47.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
252
shares
|
$16,808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
245
shares
|
$16,341
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
210
shares
|
$14,007
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
206
shares
|
$13,740
0.0% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
204
shares
|
$13,606
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
198
shares
|
$13,206
0.0% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
161
shares
|
$10,738
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
160
shares
|
$10,672
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
128
shares
|
$8,537
0.0% of portfolio
|
Q3 2024
Added 103.17%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
124
shares
|
$8,270
0.0% of portfolio
|
Q1 2024
Reduced 44.64%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
119
shares
|
$7,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
111
shares
|
$7,403
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
100
shares
|
$6,670
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
96
shares
|
$6,403
0.0% of portfolio
|
Q1 2023
Reduced 96.47%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
95
shares
|
$6,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
94
shares
|
$6,269
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
86
shares
|
$5,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
81
shares
|
$5,402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
81
shares
|
$5,402
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$5,269
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
77
shares
|
$5,135
0.0% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
74
shares
|
$4,935
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
65
shares
|
$4,335
0.0% of portfolio
|
Q3 2024
Added 160.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
64
shares
|
$4,268
0.0% of portfolio
|
Q3 2024
Added 52.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
62
shares
|
$4,135
0.0% of portfolio
|
Q3 2024
Added 3.33%
|