Skip to content
Disclosery

AX AXOS FINANCIAL INC

Follow

STOK (common), issuer CIK 1299709

350 managers (355 13F filers) reported a position in AX shares at 2024-12-31, 47,260,845 shares in all. 39 filers opened a position and 30 filers sold out during the quarter.

Managers
350
13F filers
355
New
39
Added
125
Reduced
117
Sold out
30
Shares held by filers
47,260,845

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.8,289,215$579M0.01%-63,37613F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC6,129,602$428M0.01%+49,69513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,327,720$232M0.01%+149,01213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,579,398$180M0.04%-40,16913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,874,779$131M0.08%+163,95213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,488,259$104M0.01%+43,50313F-HRTimelineGroup
Davis Asset Management, L.P.1,457,219$102M4.15%-42,78113F-HRTimeline
WASATCH ADVISORS LP1,057,576$73.9M0.37%-97,16113F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding842,518$58.8M-85,486Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP742,837$51.9M0.01%+33,20713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY704,632$49.2M<0.01%+10,03813F-HR/ATimelineGroup
GENEVA CAPITAL MANAGEMENT LLC699,900$48.9M0.85%-8,62013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC677,687$47.3M0.01%+49,37013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC677,546$47.3M0.01%+54,23813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co671,123$46.9M0.01%-1,71913F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…641,251$44.8M0.01%-164,55713F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA618,545$43.2M0.01%-96,30113F-HRTimelineGroup
FMR LLCin group FMR LLC496,419$34.7M<0.01%-266,01013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.484,561$33.8M0.01%+31,53013F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P439,734$30.7M0.04%-13,69113F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp427,085$29.9M0.04%new13F-HRTimelineGroup
SHAKER INVESTMENTS LLC/OH426,031$29.8M12.46%-13,62213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp410,881$28.7M0.01%-43,11713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO410,590$28.7M<0.01%+128,93213F-HRTimelineGroup
JARISLOWSKY, FRASER Ltd404,939$28.3M0.17%-209,39913F-HRTimeline
Bragg Financial Advisors, Inc398,364$27.8M1.13%+2,02813F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC383,655$26.8M0.09%-85,81613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding337,941$23.6M+17,176Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …289,723$20.2M0.02%-137,02013F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding278,330$19.4M-17,144Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding265,863$18.6M-15,662Timeline
Pembroke Management, LTD258,290$18M2.25%+18,38013F-HRTimeline
UBS Group AGgroup of 2 filers holding238,832$16.7M+29,711Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC235,710$16.5M0.01%13F-HR/ATimelineGroup
Stieven Capital Advisors, L.P.235,659$16.5M2.93%-49,67413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC215,241$15M0.01%-100,05013F-HRTimelineGroup
Ategra Capital Management, LLCin group Ategra Capital Management, LLC214,280$15M10.09%+69,43813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC205,635$14.4M0.01%-28,73613F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…201,772$14.1M0.03%-3,60013F-HRTimelineGroup
Epoch Investment Partners, Inc.199,662$13.9M0.07%+143,47413F-HRTimeline
ALGERT GLOBAL LLC173,634$12.1M0.29%+15,01713F-HR/ATimeline
RHUMBLINE ADVISERS163,273$11.4M0.01%-1,73013F-HR/ATimeline
STATE OF WISCONSIN INVESTMENT BOARD154,937$10.8M0.03%+9,97913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC154,112$10.8M0.01%+11,39713F-HR/ATimelineGroup
Gator Capital Management, LLC153,020$10.7M4.04%-16013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc150,895$10.5M<0.01%+2,40813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC149,627$10.5M0.01%-1,52413F-HRTimelineGroup
Assenagon Asset Management S.A.141,004$9.85M0.02%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP139,114$9.72M0.01%+81,86113F-HRTimelineGroup
Public Sector Pension Investment Board135,143$9.44M0.04%+20,27413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC133,644$9.34M0.01%-9,24013F-HRTimelineGroup
Orchard Capital Management, LLC130,157$9.21M3.63%-7,31513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …132,572$9.19M0.01%-42,59613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC126,139$8.81M0.01%+24,39613F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC122,800$8.58M0.07%-40,60013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC117,940$8.27M0.01%+111,08013F-HRTimelineGroup
LORD, ABBETT & CO. LLC116,206$8.12M0.03%-18,18213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC112,099$7.83M0.02%+50,31513F-HRTimelineGroup
Qube Research & Technologies Ltd109,857$7.67M0.01%-90,95113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.108,006$7.54M0.01%-135,74313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,971$7.54M<0.01%-3,17713F-HRTimelineGroup
Swiss National Bank106,400$7.43M<0.01%+70013F-HRTimeline
ROYCE & ASSOCIATES LP104,951$7.33M0.07%-12,05213F-HRTimeline
KESTREL INVESTMENT MANAGEMENT CORP104,050$7.27M4.01%013F-HRTimeline
Rafferty Asset Management, LLC99,301$6.94M0.02%-33,28313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\92,818$6.48M<0.01%+54,75913F-HR/ATimelineGroup
Redwood Investments, LLC90,712$6.34M1.7%+59,66713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO88,518$6.18M0.01%+18,01313F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC88,200$6.16M0.14%-14,70013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.87,044$6.08M0.02%-2,73813F-HRTimelineGroup
Quantedge Capital Pte Ltd82,700$5.78M2.11%+36,70013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC80,771$5.64M0.01%+41,56613F-HRTimelineGroup
S&T Bank/PA77,060$5.38M1.72%-10,46613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70,916$4.95M<0.01%+9,08213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.70,885$4.95M<0.01%+53213F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC66,383$4.64M0.1%+6,29213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…64,672$4.56M0.01%-13,57713F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co60,428$4.22M0.01%-1,75413F-HRTimelineGroup
RENAISSANCE GROUP LLC51,760$3.62M0.15%+5,26913F-HRTimeline
New Age Alpha Advisors, LLC51,623$3.61M0.15%new13F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,713$3.54M<0.01%-187,03713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…50,641$3.54M<0.01%-59113F-HR/ATimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson50,399$3.52M<0.01%+42713F-HRTimelineGroup
Cubist Systematic Strategies, LLC49,958$3.49M0.06%+7,97713F-HRTimeline
ExodusPoint Capital Management, LP49,753$3.48M0.04%new13F-HRTimeline
Edgestream Partners, L.P.49,465$3.46M0.15%-55,13013F-HRTimeline
HRT FINANCIAL LP48,418$3.38M0.02%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP47,951$3.35M<0.01%new13F-HRTimelineGroup
Trexquant Investment LP43,888$3.07M0.04%+26,48513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,445$3.03M<0.01%+7,20313F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…43,126$3.01M0.01%+27913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS41,500$2.9M<0.01%-2113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth40,735$2.85M0.01%-56413F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,727$2.84M<0.01%+9,73813F-HRTimelineGroup
CONNORS INVESTOR SERVICES INC40,246$2.81M0.26%-51013F-HRTimeline
TWINBEECH CAPITAL LP39,932$2.79M0.05%+36,62513F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC39,467$2.76M0.03%+12,02613F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC39,181$2.74M0.08%+5,14213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/39,075$2.73M<0.01%+3,86113F-HRTimeline
Schonfeld Strategic Advisors LLC34,806$2.43M0.02%+8,80713F-HRTimeline
FORMULA GROWTH LTD33,624$2.35M0.8%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…32,968$2.3M0.01%+1,45013F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…32,600$2.28M0.12%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …31,137$2.17M<0.01%-84013F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…31,110$2.17M<0.01%+1,20713F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management31,051$2.17M0.01%+16,43013F-HRTimelineGroup
State of Alaska, Department of Revenue30,700$2.14M0.02%-18313F-HRTimeline
Quantbot Technologies LP30,688$2.14M0.08%-44,62713F-HRTimeline
Illinois Municipal Retirement Fund29,916$2.09M0.03%+19613F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.29,081$2.03M0.01%-2,26613F-HRTimelineGroup
Van Hulzen Asset Management, LLC28,656$2M0.15%+1,31113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC27,963$1.95M<0.01%-113,70413F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.26,961$1.88M0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/26,392$1.84M<0.01%-7,24113F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…26,365$1.84M0.01%-2,44113F-HRTimelineGroup
Ensign Peak Advisors, Inc26,247$1.83M<0.01%013F-HRTimeline
Louisiana State Employees Retirement Sy…26,200$1.83M0.03%013F-HRTimeline
Fieldview Capital Management, LLC25,866$1.81M0.28%13F-HRTimeline
NFJ INVESTMENT GROUP, LLC25,559$1.79M0.06%-31413F-HRTimeline
LPL Financial LLC25,503$1.78M<0.01%+1,38113F-HRTimeline
Verition Fund Management LLC24,214$1.69M0.01%+15,87713F-HRTimeline
D.A. DAVIDSON & CO.23,935$1.67M0.01%-93613F-HRTimeline
State of Tennessee, Department of Treas…23,889$1.67M0.01%+10,58613F-HRTimeline
Numerai GP LLC23,414$1.64M0.45%-2,81613F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG23,033$1.61M0.02%-3,06213F-HRTimelineGroup
Engineers Gate Manager LP22,615$1.58M0.03%+8,93513F-HRTimeline
DekaBank Deutsche Girozentrale22,226$1.56M<0.01%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,814$1.52M<0.01%+78413F-HRTimelineGroup
NJ State Employees Deferred Compensatio…21,000$1.47M0.18%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…21,000$1.47M<0.01%new13F-HRTimeline
AVENIR CORP20,790$1.45M0.15%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC20,563$1.44M0.02%-31413F-HRTimeline
ADVISORY RESEARCH INC20,315$1.42M0.24%+8,25513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…20,034$1.4M0.47%-8913F-HRTimelineGroup
COMERICA BANK19,487$1.36M0.01%-30713F-HR/ATimeline
Ridgewood Investments LLC18,376$1.28M0.62%-10013F-HRTimeline
Maryland State Retirement & Pension Sys…18,265$1.28M0.03%-1013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17,705$1.24M<0.01%-61213F-HRTimelineGroup
Sanctuary Advisors, LLC17,313$1.21M0.01%-3,31813F-HRTimeline
Federation des caisses Desjardins du Qu…17,104$1.19M0.01%-4,98813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND16,962$1.18M<0.01%013F-HR/ATimeline
Aquatic Capital Management LLC16,906$1.18M0.03%+5,10613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC16,629$1.16M<0.01%+67113F-HRTimeline
Vestcor Inc16,478$1.15M0.04%+12,07313F-HRTimeline
ProShare Advisors LLC16,461$1.15M<0.01%+5,07013F-HRTimeline
Dynamic Technology Lab Private Ltd16,420$1.15M0.18%-6,50613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…16,374$1.14M0.01%013F-HRTimeline
Empowered Funds, LLC16,306$1.14M0.02%+3,58813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC16,263$1.14M<0.01%-1,45213F-HR/ATimelineGroup
AMALGAMATED BANK15,964$1.11M0.01%+813F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…15,962$1.11M<0.01%-20013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM15,704$1.1M0.01%+12013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC15,621$1.09M0.02%+82013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC15,200$1.06M0.59%013F-HRTimeline
KLP KAPITALFORVALTNING AS15,100$1.05M<0.01%13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC14,223$994K0.11%+1,56113F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…14,048$981K0.01%+40613F-HRTimelineGroup
SIMPLEX TRADING, LLC13,858$967K0.03%+11,37813F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A13,610$951K<0.01%013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd13,567$948K0.06%+26613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,341$946K<0.01%+2,09013F-HRTimelineGroup
HighTower Advisors, LLC13,348$932K<0.01%+5,38013F-HRTimeline
Keel Point, LLC13,298$929K0.07%013F-HRTimeline
SummerHaven Investment Management, LLC13,180$921K0.57%013F-HRTimeline
B. Riley Wealth Advisors, Inc.12,828$896K0.03%-31,54213F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,801$894K0.02%+4213F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC12,000$838K0.8%13F-HR/ATimelineGroup
Sterling Capital Management LLC11,952$835K0.01%+1,40213F-HRTimeline
Police & Firemen's Retirement System of…11,635$813K0.01%13F-HRTimeline
Handelsbanken Fonder AB11,595$810K<0.01%+1,60013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…11,579$809K0.01%+1113F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS11,512$804K<0.01%+37413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC11,321$791K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.11,301$789K<0.01%-3,16113F-HRTimelineGroup
HANCOCK WHITNEY CORP11,202$782K0.02%+27113F-HRTimeline
GSA CAPITAL PARTNERS LLP11,061$773K0.06%-7,37313F-HRTimeline
Aviso Financial Inc.10,826$756K0.04%-4,68213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,684$746K<0.01%-98,11613F-HRTimeline
TD Asset Management Inc10,548$737K<0.01%-3,89513F-HRTimeline
GREAT LAKES ADVISORS, LLC10,460$731K0.01%-8213F-HRTimeline
EJF Capital LP9,988$698K0.48%-1213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…9,847$688K<0.01%+96713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,530$666K<0.01%-58413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,155$639K<0.01%+3,81013F-HRTimeline
Premier Fund Managers Ltd8,721$618K0.02%013F-HRTimeline
Quantinno Capital Management LP8,755$612K0.01%+58813F-HRTimeline
PINNACLE ASSOCIATES LTD8,600$601K0.01%-50013F-HRTimeline
Bayesian Capital Management, LP8,527$596K0.07%new13F-HRTimeline
Advantage Alpha Capital Partners LP8,471$592K0.14%+96113F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…8,216$574K0.01%+7713F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd8,059$563K0.01%-7,97513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,992$558K<0.01%-24113F-HRTimelineGroup
XPONANCE LLC7,990$558K0.01%+2,39313F-HRTimeline
Cetera Investment Advisers7,941$555K<0.01%+78613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,747$541K0.01%+1,88313F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments7,372$515K0.03%-12,30913F-HRTimelineGroup
Bryce Point Capital, LLC7,322$511K0.15%13F-HRTimeline
PROFUND ADVISORS LLC7,312$511K0.02%+1,39213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,310$511K<0.01%+24113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,121$497K<0.01%+4813F-HRTimeline