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Axos Financial (AX) Institutional Ownership

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$83.01 -0.45 (-0.54%)
As of 11:13 AM Eastern
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Institutional Ownership Changes (13F Filings) for Axos Financial (NYSE:AX)

Current
Institutional Ownership
Percentage
83.79%
Number of
Institutional Buyers
(last 12 months)
228
Total
Institutional Inflows
(last 12 months)
$507.78M
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$445.92M
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AX Institutional Buying and Selling by Quarter

Axos Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025 Assenagon Asset Management S.A.22,898$1.94M0.0%-57.0%0.040%
10/2/2025 GAMMA Investing LLC2,157$183K0.0%+10.1%0.004%
9/24/2025Texas Permanent School Fund Corp42,061$3.20M0.0%+2.8%0.074%
9/4/2025Osaic Holdings Inc.4,845$368K0.0%-4.6%0.009%
8/26/2025Thrivent Financial for Lutherans45,332$3.45M0.0%-28.8%0.080%
8/22/2025Cim Investment Management Inc.8,658$631K0.1%+100.7%0.015%
8/19/2025B. Riley Wealth Advisors Inc.43,428$3.30M0.2%N/A0.077%
8/19/2025State of Wyoming734$56K0.0%-53.6%0.001%
8/19/2025Hohimer Wealth Management LLC3,393$258K0.0%N/A0.006%
8/16/2025Public Sector Pension Investment Board207,287$15.76M0.1%+5.0%0.368%
8/15/2025CANADA LIFE ASSURANCE Co56,153$4.28M0.0%-1.3%0.100%
8/15/2025Tower Research Capital LLC TRC 9,075$690K0.0%+326.5%0.016%
8/15/2025State of Tennessee Department of Treasury30,733$2.34M0.0%+28.6%0.055%
8/15/2025Wasatch Advisors LP909,055$69.13M0.4%-10.4%1.613%
8/15/2025Rafferty Asset Management LLC54,402$4.14M0.0%-15.5%0.097%
8/15/2025MML Investors Services LLC7,822$595K0.0%+33.8%0.014%
8/15/2025Militia Capital Partners LP129,000$9.81M4.6%+16.2%0.229%
8/15/2025Lazard Asset Management LLC36,772$2.80M0.0%-13.4%0.065%
8/15/2025HRT Financial LP54,359$4.13M0.0%+29.6%0.096%
8/15/2025EJF Capital LLC10,256$780K0.6%+2.6%0.018%
8/15/2025Engineers Gate Manager LP5,411$411K0.0%-72.0%0.010%
8/15/2025BI Asset Management Fondsmaeglerselskab A S1,160$88K0.0%-51.1%0.002%
8/15/2025BNP Paribas Financial Markets28,459$2.16M0.0%-10.9%0.050%
8/15/2025Boothbay Fund Management LLC126,760$9.64M0.2%N/A0.225%
8/15/2025Bridgeway Capital Management LLC75,200$5.72M0.1%-14.7%0.133%
8/15/2025Brevan Howard Capital Management LP37,049$2.82M0.0%N/A0.066%
8/15/2025Balyasny Asset Management L.P.30,228$2.30M0.0%N/A0.054%
8/15/2025Bank of America Corp DE143,423$10.91M0.0%-3.9%0.254%
8/15/2025Ameriprise Financial Inc.740,652$56.32M0.0%+8.6%1.314%
8/15/2025AQR Capital Management LLC235,766$17.93M0.0%+34.6%0.418%
8/14/2025Bragg Financial Advisors Inc354,072$26.92M1.0%+0.0%0.628%
8/14/2025Raymond James Financial Inc.180,105$13.70M0.0%-1.4%0.320%
8/14/2025Quantinno Capital Management LP14,100$1.07M0.0%+21.3%0.025%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.28,570$2.17M0.0%-12.2%0.051%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,261$96K0.0%N/A0.002%
8/14/2025Ieq Capital LLC33,065$2.51M0.0%+45.2%0.059%
8/14/2025Osterweis Capital Management Inc.84,960$6.46M0.3%N/A0.151%
8/14/2025The Manufacturers Life Insurance Company 28,605$2.18M0.0%-10.2%0.051%
8/14/2025Sei Investments Co.20,969$1.59M0.0%-76.4%0.037%
8/14/2025Quantedge Capital Pte Ltd45,000$3.42M3.1%+108.3%0.080%
8/14/2025Qube Research & Technologies Ltd12,760$970K0.0%-91.3%0.023%
8/14/2025iSAM Funds UK Ltd7,413$564K0.1%N/A0.013%
8/14/2025State Street Corp2,652,478$201.69M0.0%-9.3%4.705%
8/14/2025Cerity Partners LLC11,565$879K0.0%+10.2%0.021%
8/14/2025Federated Hermes Inc.11,456$871K0.0%+7.3%0.020%
8/14/2025Formula Growth Ltd.30,624$2.33M0.9%-8.9%0.054%
8/13/2025Jump Financial LLC5,211$396K0.0%N/A0.009%
8/13/2025Marshall Wace LLP5,366$408K0.0%-31.8%0.010%
8/13/2025Epoch Investment Partners Inc.45,391$3.45M0.0%-77.4%0.081%
8/13/2025First Trust Advisors LP76,602$5.83M0.0%-44.3%0.136%
8/13/2025Kennedy Capital Management LLC248,962$18.93M0.5%+27.6%0.442%
8/13/2025EverSource Wealth Advisors LLC446$34K0.0%+294.7%0.001%
8/13/2025Invesco Ltd.263,972$20.07M0.0%-19.3%0.468%
8/13/2025Arrowstreet Capital Limited Partnership82,220$6.25M0.0%N/A0.146%
8/13/2025Quantbot Technologies LP29,037$2.21M0.1%+50.7%0.052%
8/13/2025Van Hulzen Asset Management LLC23,325$1.77M0.1%-13.7%0.041%
8/13/2025Edgestream Partners L.P.165,283$12.57M0.3%+199.7%0.293%
8/13/2025Lido Advisors LLC5,842$444K0.0%N/A0.010%
8/13/2025Loomis Sayles & Co. L P364,970$27.75M0.0%-15.1%0.647%
8/13/2025Orchard Capital Management LLC37,886$2.88M3.2%-61.7%0.067%
8/13/2025Hsbc Holdings PLC11,686$897K0.0%+46.4%0.021%
8/13/2025Russell Investments Group Ltd.77,783$5.92M0.0%+96.7%0.138%
8/12/2025J.W. Cole Advisors Inc.4,690$357K0.0%+13.0%0.008%
8/12/2025Boston Partners381,931$29.60M0.0%-24.3%0.678%
8/12/2025Oak Associates Ltd. OH7,142$543K0.0%N/A0.013%
8/12/2025Advisors Asset Management Inc.1,536$117K0.0%-25.7%0.003%
8/12/2025Aviso Financial Inc.10,329$785K0.0%-1.8%0.018%
8/12/2025Steward Partners Investment Advisory LLC3,709$282K0.0%+49.4%0.007%
8/12/2025Summit Global Investments9,988$759K0.0%+1.6%0.018%
8/12/2025Ameritas Investment Partners Inc.5,322$405K0.0%-3.7%0.009%
8/12/2025Prudential Financial Inc.140,802$10.71M0.0%-15.7%0.250%
8/12/2025Coldstream Capital Management Inc.2,988$227K0.0%+2,216.3%0.005%
8/12/2025American Century Companies Inc.2,378,121$180.83M0.1%+10.5%4.219%
8/12/2025Rhumbline Advisers159,604$12.14M0.0%+1.9%0.283%
8/12/2025Franklin Resources Inc.138,987$10.57M0.0%-8.3%0.247%
8/12/2025Legal & General Group Plc145,962$11.10M0.0%+0.7%0.259%
8/12/2025Brandywine Global Investment Management LLC134,914$10.26M0.1%-3.7%0.239%
8/12/2025MAI Capital Management1,653$126K0.0%+10.2%0.003%
8/12/2025Stieven Capital Advisors L.P.284,059$21.60M4.2%+0.1%0.504%
8/12/2025JPMorgan Chase & Co.279,984$21.29M0.0%-21.4%0.497%
8/12/2025Entropy Technologies LP3,500$266K0.0%N/A0.006%
8/12/2025Swiss National Bank103,600$7.88M0.0%-1.4%0.184%
8/12/2025Ensign Peak Advisors Inc19,147$1.46M0.0%-27.1%0.034%
8/11/2025Empirical Finance LLC54,633$4.15M0.2%+31.6%0.097%
8/11/2025Renaissance Group LLC84,190$6.40M0.2%+31.4%0.149%
8/11/2025Inspire Advisors LLC10,565$803K0.1%+5.7%0.019%
8/11/2025Empowered Funds LLC74,853$5.69M0.1%+370.7%0.133%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH37,202$2.83M0.0%-0.6%0.066%
8/11/2025Persistent Asset Partners Ltd18,781$1.43M1.1%N/A0.033%
8/8/2025Intech Investment Management LLC42,289$3.22M0.0%+0.3%0.075%
8/8/2025Cetera Investment Advisers8,197$623K0.0%+1.8%0.015%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,750$1.05M0.0%+5.9%0.024%
8/8/2025Police & Firemen s Retirement System of New Jersey11,910$906K0.0%-1.1%0.021%
8/8/2025Geode Capital Management LLC1,521,624$115.71M0.0%-1.6%2.699%
8/8/2025PNC Financial Services Group Inc.6,619$503K0.0%-6.0%0.012%
8/8/2025KBC Group NV1,592$121K0.0%-35.5%0.003%
8/7/2025Pembroke Management LTD266,983$20.30M2.5%-2.8%0.474%
8/7/2025Boston Partners381,931$29.60M0.0%-24.3%0.678%
8/7/2025Vise Technologies Inc.4,201$319K0.0%N/A0.007%
8/7/2025ProShare Advisors LLC11,660$887K0.0%-9.3%0.021%
(Data available from 1/1/2016 forward)

AX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AX shares?

During the previous two years, 358 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were Vanguard Group Inc. ($388.70M), State Street Corp ($201.69M), American Century Companies Inc. ($180.83M), Dimensional Fund Advisors LP ($158.03M), Geode Capital Management LLC ($115.71M), Wasatch Advisors LP ($69.13M), and Davis Asset Management L.P. ($56.79M).Learn more on Axos Financial's institutional investors.

What percentage of Axos Financial's stock is owned by institutional investors?

83.79% of Axos Financial's stock is owned by institutional investors. Learn more on AX's institutional investor holdings.

Which institutional investors have been buying Axos Financial's stock?

Of the 296 institutional investors that purchased Axos Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Century Companies Inc. ($1.83M), Nuveen LLC ($546.19K), Boston Partners ($504.82K), Raymond James Financial Inc. ($471.42K), Goldman Sachs Group Inc. ($423.93K), Norges Bank ($395.11K), and Wasatch Advisors LP ($292.95K).

How much institutional buying is happening at Axos Financial?

Institutional investors have bought a total of 7,410,445 shares in the last 24 months. This purchase volume represents approximately $507.78M in transactions.

Which of Axos Financial's major shareholders have been selling company stock?

Of the 157 institutional investors that sold Axos Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($593.29K), Goldman Sachs Group Inc. ($334.42K), State Street Corp ($272.64K), Rice Hall James & Associates LLC ($255.06K), Boston Partners ($245.77K), Invesco Ltd. ($220.59K), and JARISLOWSKY FRASER Ltd ($209.40K).

How much institutional selling is happening at Axos Financial?

Institutional investors have sold a total of 6,448,964 shares in the last 24 months. This volume of shares sold represents approximately $445.92M in transactions.


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This page (NYSE:AX) was last updated on 10/9/2025 by MarketBeat.com Staff
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