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Axos Financial (AX) Institutional Ownership

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$69.75 -2.16 (-3.00%)
As of 02:49 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)
205
Total
Institutional Inflows
(last 12 months)
$448.10M
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$370.41M
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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
5/20/2025Intech Investment Management LLC42,145$2.72M0.0%+6.8%0.075%
5/20/2025 Focus Partners Wealth41,165$2.66M0.0%+1.1%0.073%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC109,900$7.09M0.0%+0.2%0.195%
5/19/2025 Optimize Financial Inc5,864$378K0.1%+11.0%0.010%
5/16/2025 Empowered Funds LLC15,904$1.03M0.0%-2.5%0.028%
5/16/2025 United Services Automobile Association3,336$212K0.0%N/A0.006%
5/16/2025 Great Lakes Advisors LLC10,234$660K0.0%-2.2%0.018%
5/16/2025 Goldman Sachs Group Inc.343,267$22.15M0.0%-49.3%0.609%
5/16/2025 Dynamic Technology Lab Private Ltd12,590$812K0.1%-23.3%0.022%
5/16/2025 PharVision Advisers LLC5,812$375K0.5%N/A0.010%
5/16/2025 Millennium Management LLC157,621$10.17M0.0%-27.8%0.280%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.32,539$2.10M0.0%+4.6%0.058%
5/16/2025 Hancock Whitney Corp11,446$738K0.0%+2.2%0.020%
5/16/2025 AQR Capital Management LLC175,146$11.30M0.0%+38.9%0.311%
5/16/2025 Advisors Asset Management Inc.2,068$133K0.0%-18.2%0.004%
5/15/2025 Federation des caisses Desjardins du Quebec16,778$1.08M0.0%-1.9%0.030%
5/15/2025 Royal Bank of Canada108,986$7.03M0.0%+0.9%0.193%
5/15/2025 Quarry LP1,849$119K0.0%N/A0.003%
5/15/2025 Pembroke Management LTD274,572$17.72M2.6%+6.3%0.487%
5/15/2025 Trexquant Investment LP44,235$2.85M0.0%+0.8%0.078%
5/14/2025 B. Metzler seel. Sohn & Co. AG22,045$1.42M0.0%-4.3%0.039%
5/14/2025 Ieq Capital LLC22,767$1.47M0.0%+286.3%0.040%
5/14/2025 Rafferty Asset Management LLC64,398$4.16M0.0%-35.1%0.114%
5/14/2025 Epoch Investment Partners Inc.201,143$12.98M0.1%+0.7%0.357%
5/14/2025 Corebridge Financial Inc.28,523$1.84M0.0%-1.9%0.051%
5/14/2025 Comerica Bank18,934$1.22M0.0%-2.8%0.034%
5/14/2025 MetLife Investment Management LLC31,750$2.05M0.0%-3.7%0.056%
5/14/2025 AlphaQuest LLC14,367$927K0.1%+261.8%0.025%
5/14/2025 Van Hulzen Asset Management LLC27,014$1.74M0.2%-5.7%0.048%
5/14/2025 Advantage Alpha Capital Partners LP3,321$214K0.1%-60.8%0.006%
5/14/2025 Ameriprise Financial Inc.681,878$43.99M0.0%+0.6%1.210%
5/14/2025 Bragg Financial Advisors Inc353,950$22.84M0.9%-11.1%0.628%
5/14/2025 Voss Capital LP207,704$13.40M1.0%N/A0.368%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S2,374$153K0.0%-83.1%0.004%
5/14/2025 Hsbc Holdings PLC7,984$513K0.0%-93.2%0.014%
5/14/2025 Quantbot Technologies LP19,262$1.24M0.0%-37.2%0.034%
5/14/2025 Wellington Management Group LLP377,079$24.33M0.0%-41.2%0.669%
5/13/2025 Aviso Financial Inc.10,520$679K0.0%-2.8%0.019%
5/13/2025 Northern Trust Corp730,135$47.11M0.0%-1.7%1.295%
5/13/2025 Foyston Gordon & Payne Inc3,721$240K0.1%N/A0.007%
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5/13/2025 Algert Global LLC221,730$14.31M0.4%+27.7%0.393%
5/13/2025 Raymond James Financial Inc.182,729$11.79M0.0%-22.5%0.324%
5/13/2025 Cresset Asset Management LLC4,205$271K0.0%+11.9%0.007%
5/13/2025 Gator Capital Management LLC153,230$9.89M3.8%+0.1%0.272%
5/13/2025 American Century Companies Inc.2,151,229$138.80M0.1%+14.7%3.816%
5/13/2025 Brandywine Global Investment Management LLC140,114$9.04M0.1%-3.7%0.249%
5/13/2025 Dimensional Fund Advisors LP2,449,370$158.03M0.0%-5.0%4.345%
5/13/2025 Lord Abbett & CO. LLC129,333$8.35M0.0%+11.3%0.229%
5/13/2025 Boston Partners504,815$31.19M0.0%+18.2%0.895%
5/13/2025 Russell Investments Group Ltd.39,552$2.55M0.0%+123.4%0.070%
5/13/2025 HighTower Advisors LLC6,778$437K0.0%-49.2%0.012%
5/12/2025 Public Sector Pension Investment Board197,341$12.73M0.1%+46.0%0.350%
5/12/2025 Nuveen LLC546,190$35.24M0.0%N/A0.969%
5/12/2025 Aigen Investment Management LP3,220$208K0.0%-28.9%0.006%
5/12/2025 Invesco Ltd.327,238$21.11M0.0%-32.5%0.580%
5/12/2025 Townsquare Capital LLC4,100$265K0.0%+15.1%0.007%
5/12/2025 National Bank of Canada FI1,566$101K0.0%-23.7%0.003%
5/12/2025 Citigroup Inc.127,810$8.25M0.0%-14.6%0.227%
5/12/2025 Swiss National Bank105,100$6.78M0.0%-1.2%0.186%
5/12/2025 Maryland State Retirement & Pension System15,871$1.02M0.0%-13.1%0.028%
5/9/2025 Mutual of America Capital Management LLC7,899$510K0.0%-3.9%0.014%
5/9/2025 Deutsche Bank AG87,753$5.66M0.0%-5.5%0.156%
5/9/2025 Charles Schwab Investment Management Inc.657,782$42.44M0.0%-2.0%1.167%
5/9/2025 Vanguard Group Inc.6,024,418$388.70M0.0%-1.7%10.687%
5/9/2025 New Age Alpha Advisors LLC2,769$179K0.0%-94.6%0.005%
5/9/2025 Geneva Capital Management LLC697,248$44.99M0.8%-0.4%1.237%
5/9/2025 Raiffeisen Bank International AG3,845$244K0.0%+27.6%0.007%
5/9/2025 PNC Financial Services Group Inc.7,043$454K0.0%+40.5%0.012%
5/9/2025 Jupiter Asset Management Ltd.8,104$523K0.0%N/A0.014%
5/8/2025 Natixis Advisors LLC20,708$1.34M0.0%-5.1%0.037%
5/8/2025 Vestcor Inc3,613$233K0.0%-78.1%0.006%
5/8/2025 XTX Topco Ltd9,677$624K0.0%N/A0.017%
5/8/2025 GSA Capital Partners LLP22,894$1.48M0.1%+107.0%0.041%
5/8/2025 Federated Hermes Inc.10,674$689K0.0%-5.5%0.019%
5/7/2025 Ridgewood Investments LLC18,051$1.17M0.5%-1.8%0.032%
5/7/2025 TCW Group Inc.92,020$5.94M0.1%-25.1%0.163%
5/7/2025 LPL Financial LLC26,198$1.69M0.0%+16.4%0.046%
5/7/2025 Inspire Advisors LLC9,993$645K0.1%N/A0.018%
5/7/2025 Empirical Finance LLC41,515$2.68M0.2%N/A0.074%
5/7/2025 TD Asset Management Inc10,395$671K0.0%-1.5%0.018%
5/6/2025 Royce & Associates LP93,090$6.01M0.1%-11.3%0.165%
5/6/2025 Wakefield Asset Management LLLP17,279$1.12M0.3%-13.8%0.031%
5/6/2025 Venturi Wealth Management LLC4,000$258K0.0%+17.6%0.007%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH37,422$2.41M0.0%N/A0.066%
5/5/2025 Csenge Advisory Group8,277$498K0.0%+30.8%0.015%
5/2/2025 Verdence Capital Advisors LLC3,798$245K0.0%N/A0.007%
5/2/2025 Edgestream Partners L.P.55,147$3.56M0.1%+11.5%0.097%
5/1/2025 CWM LLC7,706$497K0.0%+110.3%0.013%
5/1/2025 Louisiana State Employees Retirement System25,500$1.65M0.0%-2.7%0.045%
5/1/2025 Emerald Advisers LLC533,586$34.43M1.5%+11.4%0.935%
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5/1/2025 New York State Common Retirement Fund17,143$1.11M0.0%+1.1%0.030%
5/1/2025 Mutual of America Capital Management LLC7,899$510K0.0%-3.9%0.014%
5/1/2025 Emerald Mutual Fund Advisers Trust364,026$23.49M1.7%+0.2%0.638%
5/1/2025 SkyOak Wealth LLC4,078$263K0.1%-13.1%0.007%
5/1/2025 Stieven Capital Advisors L.P.283,759$18.31M3.5%+20.4%0.497%
4/30/2025 Cerity Partners LLC10,490$677K0.0%-26.9%0.018%
4/29/2025 Envestnet Asset Management Inc.50,402$3.25M0.0%+16.0%0.088%
4/29/2025 Concurrent Investment Advisors LLC5,117$330K0.0%N/A0.009%
4/29/2025 Bank of New York Mellon Corp394,144$25.43M0.0%-4.1%0.690%
4/28/2025 Principal Financial Group Inc.347,799$22.44M0.0%+2.9%0.609%
(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, 340 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were Vanguard Group Inc. ($388.70M), State Street Corp ($199.88M), Dimensional Fund Advisors LP ($158.03M), American Century Companies Inc. ($138.80M), Geode Capital Management LLC ($103.98M), Wasatch Advisors LP ($73.87M), and Davis Asset Management L.P. ($56.79M).Learn more on AX's institutional investors.

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

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

Which institutional investors have been buying Axos Financial stock?

Of the 278 institutional investors that purchased Axos Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Century Companies Inc. ($1.61M), Nuveen LLC ($546.19K), Boston Partners ($504.82K), Raymond James Financial Inc. ($471.42K), Epoch Investment Partners Inc. ($469.59K), Goldman Sachs Group Inc. ($423.93K), and Norges Bank ($395.11K).

How much institutional buying is happening at Axos Financial?

Institutional investors have bought a total of 13,036,978 shares in the last 24 months. This purchase volume represents approximately $787.27M in transactions.

Which Axos Financial major shareholders have been selling company stock?

Of the 188 institutional investors that sold Axos Financial 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), Vanguard Group Inc. ($478.50K), Basswood Capital Management L.L.C. ($398.43K), Rice Hall James & Associates LLC ($396.86K), Goldman Sachs Group Inc. ($334.42K), Wasatch Advisors LP ($334.15K), and Redwood Investments LLC ($319.61K).

How much institutional selling is happening at Axos Financial?

Institutional investors have sold a total of 8,579,754 shares in the last 24 months. This volume of shares sold represents approximately $526.32M in transactions.



This page (NYSE:AX) was last updated on 5/21/2025 by MarketBeat.com Staff
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