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 423 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 |
|---|---|---|---|---|---|
|
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
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
50
shares
|
$3,956
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
50
shares
|
$3,956
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$3,164
0.0% of portfolio
|
Q2 2022
Reduced 89.19%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
39
shares
|
$3,085
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
38
shares
|
$3,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
37
shares
|
$2,927
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
35
shares
|
$2,769
0.0% of portfolio
|
Q3 2025
Reduced 35.19%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
34
shares
|
$2,690
0.0% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
29
shares
|
$2,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
25
shares
|
$1,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
25
shares
|
$1,978
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
22
shares
|
$1,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
16
shares
|
$1,265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
15
shares
|
$1,186
0.0% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
13
shares
|
$1,028
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10
shares
|
$791
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
9
shares
|
$712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
8
shares
|
$632
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
8
shares
|
$632
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
8
shares
|
$632
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
6
shares
|
$474
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$395
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
5
shares
|
$395
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|