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 397 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 $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
207
shares
|
$13,150
0.0% of portfolio
|
Q4 2024
Added 115.63%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
206
shares
|
$13,087
0.0% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
204
shares
|
$12,960
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
190
shares
|
$12,070
0.0% of portfolio
|
Q4 2024
Reduced 35.81%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
170
shares
|
$10,800
0.0% of portfolio
|
Q4 2024
Added 78.95%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
168
shares
|
$10,673
0.0% of portfolio
|
Q4 2024
Added 127.03%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
161
shares
|
$10,228
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
160
shares
|
$10,164
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
125
shares
|
$7,941
0.0% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
124
shares
|
$7,877
0.0% of portfolio
|
Q1 2024
Reduced 44.64%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
117
shares
|
$7,433
0.0% of portfolio
|
Q4 2024
Added 51.95%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
112
shares
|
$7,115
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
111
shares
|
$7,051
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
100
shares
|
$6,353
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
79
shares
|
$5,018
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
65
shares
|
$4,129
0.0% of portfolio
|
Q3 2024
Added 160.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
62
shares
|
$3,938
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
62
shares
|
$3,938
0.0% of portfolio
|
Q4 2024
Added 44.19%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
59
shares
|
$3,748
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$3,430
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
54
shares
|
$3,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
51
shares
|
$3,240
0.0% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
50
shares
|
$3,176
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$2,541
0.0% of portfolio
|
Q2 2022
Reduced 89.19%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
37
shares
|
$2,350
0.0% of portfolio
|
Q4 2023
Reduced 5.13%
|