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Axos Financial (AX) Institutional Ownership

Axos Financial logo
$99.13 -0.91 (-0.91%)
As of 03:58 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)
214
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$328.09M
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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
8/10/2026Csenge Advisory Group11,370$1.11M0.0%N/A0.020%
8/10/2026Denali Advisors LLC24,134$2.35M0.2%N/A0.042%
8/10/2026Great Lakes Advisors LLC10,262$999K0.0%N/A0.018%
8/7/2026 BlackRock Inc.8,389,477$817.05M0.0%N/A14.749%
8/7/2026 Pallas Capital Advisors LLC4,238$413K0.0%N/A0.007%
8/7/2026 Deutsche Bank AG57,785$5.63M0.0%N/A0.102%
8/6/2026 Global Retirement Partners LLC1,876$183K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp378,027$36.82M0.0%N/A0.665%
8/6/2026 State of Wyoming1,095$107K0.0%N/A0.002%
8/3/2026 Summit Global Investments6,778$660K0.0%N/A0.012%
7/10/2026 Wasatch Advisors LP515,576$50.21M0.3%-16.4%0.906%
7/7/2026 GAMMA Investing LLC2,427$236K0.0%+6.6%0.004%
7/2/2026 Versant Capital Management Inc708$69K0.0%+77.9%0.001%
6/18/2026Western Wealth Management LLC4,854$413K0.0%N/A0.009%
6/1/2026Keel Point LLC11,397$970K0.1%-10.5%0.020%
5/21/2026 Argent Capital Management LLC93,929$7.99M0.3%+105.3%0.165%
5/19/2026Western Wealth Management LLC4,854$413K0.0%N/A0.009%
5/19/2026Bank of America Corp DE221,656$18.86M0.0%+68.5%0.390%
5/19/2026Edgestream Partners L.P.12,835$1.09M0.0%-91.5%0.023%
5/19/2026Janus Henderson Group PLC23,907$2.04M0.0%-53.1%0.042%
5/18/2026Amundi3,047$259K0.0%N/A0.005%
5/18/2026 EverSource Wealth Advisors LLC767$65K0.0%+42.8%0.001%
5/18/2026California State Teachers Retirement System62,401$5.31M0.0%+22.2%0.110%
5/18/2026Royal Bank of Canada98,217$8.36M0.0%-1.5%0.173%
5/18/2026Empowered Funds LLC216,366$18.41M0.1%+74.7%0.380%
5/16/2026The Manufacturers Life Insurance Company26,731$2.28M0.0%-2.3%0.047%
5/16/2026Quantinno Capital Management LP56,525$4.81M0.0%+236.5%0.099%
5/15/2026Empirical Finance LLC178,281$15.17M0.7%+86.6%0.313%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund51,756$4.40M0.0%-8.2%0.091%
5/14/2026Keebeck Wealth Management6,509$554K0.1%+10.6%0.011%
5/14/2026Arrowstreet Capital Limited Partnership122,888$10.46M0.0%+8.5%0.216%
5/14/2026Oak Associates Ltd. OH7,059$601K0.0%+3.9%0.012%
5/14/2026Sei Investments Co.25,993$2.21M0.0%-4.3%0.046%
5/14/2026 Lido Advisors LLC7,060$601K0.0%+14.8%0.012%
5/14/2026 State of Wyoming350$30K0.0%N/A0.001%
5/13/2026Militia Capital Management LLC100,000$8.51M1.9%N/A0.176%
5/13/2026CI Investments Inc.85,017$7.23M0.0%-7.4%0.149%
5/13/2026First Trust Advisors LP63,111$5.37M0.0%+8.1%0.111%
5/8/2026 Summit Global Investments5,436$463K0.0%-61.7%0.010%
5/7/2026WCM Investment Management LLC95,366$7.90M0.0%+36.3%0.168%
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5/7/2026Dimensional Fund Advisors LP2,177,003$185.23M0.0%+0.3%3.827%
5/7/2026 KBC Group NV1,983$169K0.0%+24.6%0.003%
5/7/2026Swiss National Bank106,400$9.05M0.0%+0.4%0.187%
5/6/2026Bessemer Group Inc.84,354$7.18M0.0%+30.3%0.148%
5/6/2026Allspring Global Investments Holdings LLC432,739$37.20M0.1%+38.2%0.761%
5/5/2026 Kestrel Investment Management Corp95,150$8.10M4.9%-1.0%0.167%
5/5/2026 D.A. Davidson & CO.26,580$2.26M0.0%-1.5%0.047%
5/5/2026 Bank of New York Mellon Corp368,667$31.37M0.0%-2.4%0.650%
5/5/2026Illinois Municipal Retirement Fund29,118$2.48M0.0%-0.7%0.051%
5/5/2026Livforsakringsbolaget Skandia Omsesidigt44,700$3.80M0.2%+9.8%0.079%
5/4/2026 Emerald Mutual Fund Advisers Trust336,740$28.65M1.4%-1.3%0.594%
5/4/2026 Emerald Advisers LLC496,232$42.22M1.3%-4.8%0.875%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,238$361K0.0%+12.7%0.007%
5/4/2026 Principal Financial Group Inc.353,951$30.12M0.0%+4.9%0.624%
5/1/2026 Fifth Third Bancorp13,826$1.18M0.0%+3,056.6%0.024%
4/30/2026 Equitable Trust Co.6,528$555K0.0%+42.2%0.012%
4/30/2026Hsbc Holdings PLC3,060$260K0.0%-51.2%0.005%
4/28/2026 Abel Hall LLC3,652$311K0.1%-4.8%0.006%
4/28/2026 Praxis Investment Management Inc.3,442$293K0.0%-35.4%0.006%
4/27/2026Baer Investment Advisory LLC2,670$227K0.0%N/A0.005%
4/27/2026 New York State Teachers Retirement System40,953$3.49M0.0%+9.8%0.072%
4/25/2026 Strs Ohio3,300$281K0.0%-8.3%0.006%
4/24/2026 Palouse Capital Management Inc.2,158$184K0.1%-14.4%0.004%
4/24/2026 MQS Management LLC3,040$259K0.2%N/A0.005%
4/22/2026 Pictet Asset Management Holding SA9,130$777K0.0%-42.4%0.016%
4/22/2026 Sterling Capital Management LLC7,664$652K0.0%-37.8%0.014%
4/21/2026 Wasatch Advisors LP616,381$52.45M0.3%-0.2%1.087%
4/21/2026 Louisiana State Employees Retirement System25,100$2.14M0.0%N/A0.044%
4/20/2026 OP Asset Management Ltd19,397$1.65M0.0%N/A0.034%
4/16/2026 SG Americas Securities LLC25,924$2.21M0.0%-32.6%0.046%
4/16/2026Evolve Private Wealth LLC13,670$1.16M0.1%+5.9%0.024%
3/17/2026Rockefeller Capital Management L.P.2,186$188K0.0%+7.2%0.004%
3/9/2026Corient Private Wealth LLC2,696$232K0.0%+6.6%0.005%
2/19/2026Invesco Ltd.200,949$17.31M0.0%-17.0%0.355%
2/19/2026Corient Private Wealth LLC2,696$232K0.0%+6.6%0.005%
2/18/2026Mercer Global Advisors Inc. ADV11,697$1.01M0.0%+7.3%0.021%
2/18/2026 Summit Global Investments14,203$1.22M0.1%+35.7%0.025%
2/18/2026State of Tennessee Department of Treasury31,196$2.69M0.0%+29.6%0.055%
2/18/2026Mackenzie Financial Corp3,410$295K0.0%-3.3%0.006%
2/18/2026NewEdge Advisors LLC1,105$95K0.0%+22.8%0.002%
2/18/2026XTX Topco Ltd3,569$308K0.0%N/A0.006%
2/18/2026 nVerses Capital LLC2,560$221K0.5%N/A0.005%
2/18/2026Voloridge Investment Management LLC110,171$9.49M0.0%-6.5%0.194%
2/18/2026Wellington Management Group LLP528,300$45.52M0.0%+18.6%0.932%
2/18/2026Osterweis Capital Management Inc.142,685$12.29M0.5%+0.5%0.252%
2/18/2026Millennium Management LLC144,837$12.48M0.0%-6.5%0.256%
2/18/2026Janus Henderson Group PLC51,022$4.40M0.0%-49.8%0.090%
2/18/2026Evolve Private Wealth LLC12,906$1.11M0.1%N/A0.023%
2/18/2026Engineers Gate Manager LP11,693$1.01M0.0%-32.4%0.021%
2/18/2026Boothbay Fund Management LLC16,465$1.42M0.0%-81.3%0.029%
Did Trump draw a red line around this mystery stock? (Ad)

A major U.S. trading partner targeted the profits of an American energy company, and President Trump called the move a big mistake. It generated roughly $3.2 billion in operating income on a market value below $8 billion, fueling AI data centers through a multi-year Palantir agreement. After screening 23,281 publicly traded companies, only this one met every profitability, growth, dividend, and valuation requirement.tc pixel

Discover the energy stock Trump publicly defended today
2/18/2026Bridgeway Capital Management LLC47,300$4.08M0.1%-9.0%0.083%
2/17/2026Guggenheim Capital LLC10,020$863K0.0%+153.4%0.018%
2/17/2026AQR Capital Management LLC232,636$20.04M0.0%+3.3%0.410%
2/17/2026 Abel Hall LLC3,838$331K0.1%N/A0.007%
2/17/2026Cetera Investment Advisers16,547$1.43M0.0%+0.7%0.029%
2/17/2026 TCW Group Inc.55,120$4.75M0.0%-7.5%0.097%
2/17/2026Price T Rowe Associates Inc. MD51,484$4.44M0.0%+4.3%0.091%
2/17/2026Weiss Asset Management LP33,660$2.90M0.0%N/A0.059%
2/17/2026Osaic Holdings Inc.4,929$425K0.0%-6.8%0.009%
2/17/2026California State Teachers Retirement System51,055$4.40M0.0%+2.3%0.090%


AX Institutional Ownership - Frequently Asked Questions

During the previous two years, 391 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were BlackRock Inc. ($817.05M), Vanguard Group Inc. ($508.12M), State Street Corp ($232.32M), American Century Companies Inc. ($204.30M), Dimensional Fund Advisors LP ($185.23M), Geode Capital Management LLC ($154.69M), and Charles Schwab Investment Management Inc. ($62.17M).Learn more on Axos Financial's institutional investors.

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

Of the 329 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: BlackRock Inc. ($8.39M), American Century Companies Inc. ($702.69K), Nuveen LLC ($546.19K), Boston Partners ($504.82K), Raymond James Financial Inc. ($472.91K), Bank of New York Mellon Corp ($378.03K), and Franklin Resources Inc. ($316.17K).

Institutional investors have bought a total of 13,191,023 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

Of the 149 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: Wasatch Advisors LP ($498.48K), State Street Corp ($272.64K), Millennium Management LLC ($251.82K), Epoch Investment Partners Inc. ($163.09K), Dimensional Fund Advisors LP ($158.04K), Boston Partners ($155.54K), and Edgestream Partners L.P. ($138.30K).

Institutional investors have sold a total of 3,978,360 shares in the last 24 months. This volume of shares sold represents approximately $328.09M in transactions.


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Institutional ownership data for NYSE:AX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/10/2026. New 13F filings are added each quarter as they're published.
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