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 |
|---|---|---|---|---|---|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
8,130
shares
|
$643,245
0.13% of portfolio
|
Q3 2025
Reduced 35.42%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
8,104
shares
|
$641,188
0.01% of portfolio
|
Q3 2025
Reduced 48.51%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,089
shares
|
$640,001
0.0% of portfolio
|
Q3 2023
Reduced 17.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,842
shares
|
$620,459
0.0% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
7,538
shares
|
$596,406
0.07% of portfolio
|
Q3 2025
Added 22.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,250
shares
|
$573,620
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Ejf Capital LLC
Arlington, VA |
Nov 12, 2025 Q3 2025 |
7,195
shares
|
$569,268
0.45% of portfolio
|
Q3 2025
Reduced 29.85%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
7,142
shares
|
$565,075
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,125
shares
|
$563,730
0.0% of portfolio
|
Q3 2025
Reduced 76.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,103
shares
|
$561,989
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
6,916
shares
|
$547,193
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
6,523
shares
|
$516,099
0.03% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
6,505
shares
|
$514,675
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
6,423
shares
|
$508,187
0.0% of portfolio
|
Q2 2025
Reduced 47.03%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
6,364
shares
|
$503,519
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
6,352
shares
|
$502,570
0.0% of portfolio
|
Q3 2025
Reduced 45.64%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
6,315
shares
|
$499,642
0.01% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,269
shares
|
$496,003
0.0% of portfolio
|
Q3 2025
Reduced 33.23%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,045
shares
|
$478,280
0.0% of portfolio
|
Q2 2023
Reduced 15.18%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
6,039
shares
|
$477,805
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$474,720
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
5,891
shares
|
$466,095
0.0% of portfolio
|
Q3 2025
Reduced 19.27%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,847
shares
|
$462,614
0.06% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
5,810
shares
|
$459,687
0.01% of portfolio
|
Q3 2025
Added 94.44%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
5,798
shares
|
$458,737
0.12% of portfolio
|
Q3 2025
New holding
|
|