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Who Owns Axos Financial Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Axos Financial Inc.

Who crossed 5% of AX →
Managers holding
8
as of 2026-09-30
Reported value
$6.2M
summed across filings
Shares held
72K
Added vs trimmed
1 / 4
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
ARGENT CAPITAL MANAGEMENT LLCCOM50.7K shtrimmed$4.4M
Ridgewood Investments LLCCOM17.7K shtrimmed$1.5M
GAMMA Investing LLCCommon Stock2.5K shadded$220.2K
Farther Finance Advisors, LLCStock682 shtrimmed$59K
ARMSTRONG ADVISORY GROUP, INCCOM292 shheld$25.3K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock112 shheld$9.7K
GILPIN WEALTH MANAGEMENT, LLCCOM9 shtrimmed$780
Davis Capital ManagementStock3 shheld$260

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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