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 421 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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
131
shares
|
$10,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
124
shares
|
$9,810
0.0% of portfolio
|
Q1 2024
Reduced 44.64%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
121
shares
|
$9,573
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
115
shares
|
$9,098
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
114
shares
|
$9,019
0.0% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
113
shares
|
$8,940
0.0% of portfolio
|
Q2 2025
Added 9538.5%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
109
shares
|
$8,624
0.0% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
100
shares
|
$7,912
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
100
shares
|
$7,912
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
89
shares
|
$7,041
0.0% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
89
shares
|
$7,041
0.0% of portfolio
|
Q3 2025
Added 106.98%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
83
shares
|
$6,566
0.0% of portfolio
|
Q3 2025
Added 76.6%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
80
shares
|
$6,329
0.0% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
79
shares
|
$6,250
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
75
shares
|
$5,934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
71
shares
|
$5,617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
70
shares
|
$5,538
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
67
shares
|
$5,301
0.0% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
59
shares
|
$4,668
0.0% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
59
shares
|
$4,668
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
57
shares
|
$4,509
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
57
shares
|
$4,509
0.0% of portfolio
|
Q2 2025
Reduced 74.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$4,272
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
54
shares
|
$4,272
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
52
shares
|
$4,114
0.0% of portfolio
|
Q3 2025
New holding
|
|