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AXOS FINANCIAL (AX) Institutional Ownership

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$90.81 +4.98 (+5.81%)
Closing price 03:59 PM Eastern
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$90.79 -0.02 (-0.03%)
As of 04:10 PM 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)
$508.33M
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$451.67M
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AX Institutional Buying and Selling by Quarter

AXOS FINANCIAL Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2025Cim Investment Management Inc.8,658$631K0.1%+100.7%0.015%
8/19/2025 B. Riley Wealth Advisors Inc.43,428$3.30M0.2%N/A0.077%
8/19/2025 State of Wyoming734$56K0.0%-53.6%0.001%
8/19/2025 Hohimer Wealth Management LLC3,393$258K0.0%N/A0.006%
8/16/2025 Public Sector Pension Investment Board207,287$15.76M0.1%+5.0%0.368%
8/15/2025 CANADA LIFE ASSURANCE Co56,153$4.28M0.0%-1.3%0.100%
8/15/2025 Tower Research Capital LLC TRC 9,075$690K0.0%+326.5%0.016%
8/15/2025 State of Tennessee Department of Treasury30,733$2.34M0.0%+28.6%0.055%
8/15/2025 Wasatch Advisors LP909,055$69.13M0.4%-10.4%1.613%
8/15/2025 Rafferty Asset Management LLC54,402$4.14M0.0%-15.5%0.097%
8/15/2025 MML Investors Services LLC7,822$595K0.0%+33.8%0.014%
8/15/2025 Militia Capital Partners LP129,000$9.81M4.6%+16.2%0.229%
8/15/2025 Lazard Asset Management LLC36,772$2.80M0.0%-13.4%0.065%
8/15/2025 HRT Financial LP54,359$4.13M0.0%+29.6%0.096%
8/15/2025 EJF Capital LLC10,256$780K0.6%+2.6%0.018%
8/15/2025 Engineers Gate Manager LP5,411$411K0.0%-72.0%0.010%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S1,160$88K0.0%-51.1%0.002%
8/15/2025 BNP Paribas Financial Markets28,459$2.16M0.0%-10.9%0.050%
8/15/2025 Boothbay Fund Management LLC126,760$9.64M0.2%N/A0.225%
8/15/2025 Bridgeway Capital Management LLC75,200$5.72M0.1%-14.7%0.133%
8/15/2025 Brevan Howard Capital Management LP37,049$2.82M0.0%N/A0.066%
8/15/2025 Balyasny Asset Management L.P.30,228$2.30M0.0%N/A0.054%
8/15/2025 Bank of America Corp DE143,423$10.91M0.0%-3.9%0.254%
8/15/2025 Ameriprise Financial Inc.740,652$56.32M0.0%+8.6%1.314%
8/15/2025 AQR Capital Management LLC235,766$17.93M0.0%+34.6%0.418%
8/14/2025 Bragg Financial Advisors Inc354,072$26.92M1.0%+0.0%0.628%
8/14/2025 Raymond James Financial Inc.180,105$13.70M0.0%-1.4%0.320%
8/14/2025 Quantinno Capital Management LP14,100$1.07M0.0%+21.3%0.025%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.28,570$2.17M0.0%-12.2%0.051%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,261$96K0.0%N/A0.002%
8/14/2025 Ieq Capital LLC33,065$2.51M0.0%+45.2%0.059%
8/14/2025 Osterweis Capital Management Inc.84,960$6.46M0.3%N/A0.151%
8/14/2025 The Manufacturers Life Insurance Company 28,605$2.18M0.0%-10.2%0.051%
8/14/2025 Sei Investments Co.20,969$1.59M0.0%-76.4%0.037%
8/14/2025 Quantedge Capital Pte Ltd45,000$3.42M3.1%+108.3%0.080%
8/14/2025 Qube Research & Technologies Ltd12,760$970K0.0%-91.3%0.023%
8/14/2025 iSAM Funds UK Ltd7,413$564K0.1%N/A0.013%
8/14/2025 State Street Corp2,652,478$201.69M0.0%-9.3%4.705%
8/14/2025 Cerity Partners LLC11,565$879K0.0%+10.2%0.021%
8/14/2025 Federated Hermes Inc.11,456$871K0.0%+7.3%0.020%
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8/14/2025 Formula Growth Ltd.30,624$2.33M0.9%-8.9%0.054%
8/13/2025 Jump Financial LLC5,211$396K0.0%N/A0.009%
8/13/2025 Marshall Wace LLP5,366$408K0.0%-31.8%0.010%
8/13/2025 Epoch Investment Partners Inc.45,391$3.45M0.0%-77.4%0.081%
8/13/2025 First Trust Advisors LP76,602$5.83M0.0%-44.3%0.136%
8/13/2025 Kennedy Capital Management LLC248,962$18.93M0.5%+27.6%0.442%
8/13/2025 EverSource Wealth Advisors LLC446$34K0.0%+294.7%0.001%
8/13/2025 Invesco Ltd.263,972$20.07M0.0%-19.3%0.468%
8/13/2025 Arrowstreet Capital Limited Partnership82,220$6.25M0.0%N/A0.146%
8/13/2025 Quantbot Technologies LP29,037$2.21M0.1%+50.7%0.052%
8/13/2025 Van Hulzen Asset Management LLC23,325$1.77M0.1%-13.7%0.041%
8/13/2025 Edgestream Partners L.P.165,283$12.57M0.3%+199.7%0.293%
8/13/2025 Lido Advisors LLC5,842$444K0.0%N/A0.010%
8/13/2025 Loomis Sayles & Co. L P364,970$27.75M0.0%-15.1%0.647%
8/13/2025 Orchard Capital Management LLC37,886$2.88M3.2%-61.7%0.067%
8/13/2025 Hsbc Holdings PLC11,686$897K0.0%+46.4%0.021%
8/13/2025 Russell Investments Group Ltd.77,783$5.92M0.0%+96.7%0.138%
8/12/2025 J.W. Cole Advisors Inc.4,690$357K0.0%+13.0%0.008%
8/12/2025 Boston Partners381,931$29.60M0.0%-24.3%0.678%
8/12/2025 Oak Associates Ltd. OH7,142$543K0.0%N/A0.013%
8/12/2025 Advisors Asset Management Inc.1,536$117K0.0%-25.7%0.003%
8/12/2025 Aviso Financial Inc.10,329$785K0.0%-1.8%0.018%
8/12/2025 Steward Partners Investment Advisory LLC3,709$282K0.0%+49.4%0.007%
8/12/2025 Summit Global Investments9,988$759K0.0%+1.6%0.018%
8/12/2025 Ameritas Investment Partners Inc.5,322$405K0.0%-3.7%0.009%
8/12/2025 Prudential Financial Inc.140,802$10.71M0.0%-15.7%0.250%
8/12/2025 Coldstream Capital Management Inc.2,988$227K0.0%+2,216.3%0.005%
8/12/2025 American Century Companies Inc.2,378,121$180.83M0.1%+10.5%4.219%
8/12/2025 Rhumbline Advisers159,604$12.14M0.0%+1.9%0.283%
8/12/2025 Franklin Resources Inc.138,987$10.57M0.0%-8.3%0.247%
8/12/2025 Legal & General Group Plc145,962$11.10M0.0%+0.7%0.259%
8/12/2025 Brandywine Global Investment Management LLC134,914$10.26M0.1%-3.7%0.239%
8/12/2025 MAI Capital Management1,653$126K0.0%+10.2%0.003%
8/12/2025 Stieven Capital Advisors L.P.284,059$21.60M4.2%+0.1%0.504%
8/12/2025 JPMorgan Chase & Co.279,984$21.29M0.0%-21.4%0.497%
8/12/2025 Entropy Technologies LP3,500$266K0.0%N/A0.006%
8/12/2025 Swiss National Bank103,600$7.88M0.0%-1.4%0.184%
8/12/2025 Ensign Peak Advisors Inc19,147$1.46M0.0%-27.1%0.034%
8/11/2025 Empirical Finance LLC54,633$4.15M0.2%+31.6%0.097%
8/11/2025 Renaissance Group LLC84,190$6.40M0.2%+31.4%0.149%
8/11/2025 Inspire Advisors LLC10,565$803K0.1%+5.7%0.019%
8/11/2025 Empowered Funds LLC74,853$5.69M0.1%+370.7%0.133%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH37,202$2.83M0.0%-0.6%0.066%
8/11/2025 Persistent Asset Partners Ltd18,781$1.43M1.1%N/A0.033%
8/8/2025 Intech Investment Management LLC42,289$3.22M0.0%+0.3%0.075%
8/8/2025 Cetera Investment Advisers8,197$623K0.0%+1.8%0.015%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,750$1.05M0.0%+5.9%0.024%
8/8/2025 Police & Firemen s Retirement System of New Jersey11,910$906K0.0%-1.1%0.021%
8/8/2025 Geode Capital Management LLC1,521,624$115.71M0.0%-1.6%2.699%
8/8/2025 PNC Financial Services Group Inc.6,619$503K0.0%-6.0%0.012%
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8/8/2025 KBC Group NV1,592$121K0.0%-35.5%0.003%
8/7/2025 Pembroke Management LTD266,983$20.30M2.5%-2.8%0.474%
8/7/2025 Boston Partners381,931$29.60M0.0%-24.3%0.678%
8/7/2025 Vise Technologies Inc.4,201$319K0.0%N/A0.007%
8/7/2025 ProShare Advisors LLC11,660$887K0.0%-9.3%0.021%
8/7/2025 Profund Advisors LLC4,218$321K0.0%-5.5%0.007%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.7,448$566K0.0%N/A0.013%
8/7/2025 Parkside Financial Bank & Trust879$67K0.0%-18.8%0.002%
8/6/2025 True Wealth Design LLC433$33K0.0%+120.9%0.001%
8/6/2025 Summit Investment Advisors Inc.5,528$357K0.3%-3.3%0.010%
(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, 357 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 7,420,455 shares in the last 24 months. This purchase volume represents approximately $508.33M in transactions.

Which of AXOS FINANCIAL's major shareholders have been selling company stock?

Of the 159 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 6,567,487 shares in the last 24 months. This volume of shares sold represents approximately $451.67M in transactions.



This page (NYSE:AX) was last updated on 8/22/2025 by MarketBeat.com Staff
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