# AXOS FINANCIAL INC (AX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AX/

- Reporting holders: 9
- Reported value: $6.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $4.4M | 50,744 | 0.1% | 12 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.5M | 17,661 | 0.6% | 31 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $220.2K | 2,544 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $72.9K | 842 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $59.0K | 682 | 0.0% | 12 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $25.3K | 292 | 0.0% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $9.7K | 112 | 0.0% | 14 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $780 | 9 | 0.0% | 4 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $260 | 3 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $6.3M |
| Q2 2026 | 390 | $5.2B |
| Q1 2026 | 386 | $4.2B |
| Q4 2025 | 381 | $4.1B |
| Q3 2025 | 385 | $4.0B |
| Q2 2025 | 368 | $3.5B |
| Q1 2025 | 355 | $3.0B |
| Q4 2024 | 362 | $3.4B |
| Q3 2024 | 343 | $3.2B |
| Q2 2024 | 326 | $2.9B |
| Q1 2024 | 315 | $2.9B |
| Q4 2023 | 309 | $3.1B |