Axos Financial (AX) Institutional Ownership

$85.95 +2.31 (+2.76%)

Closing price 05/20/2026 03:59 PM Eastern

Extended Trading

$84.58 -1.37 (-1.60%)

As of 05/20/2026 07:53 PM Eastern

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Current Institutional Ownership Percentage: 83.79%
Number of Institutional Buyers (last 12 months): 227
Total Institutional Inflows (last 12 months): $377.75M

Number of Institutional Sellers (last 12 months): 161
Total Institutional Outflows (last 12 months): $336.62M

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AX Institutional Buying and Selling by Quarter

Axos Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Western Wealth Management LLC	4,854	$413K	0.0%	N/A	0.009%
5/19/2026	Bank of America Corp DE	221,656	$18.86M	0.0%	+68.5%	0.390%
5/19/2026	Edgestream Partners L.P.	12,835	$1.09M	0.0%	-91.5%	0.023%
5/19/2026	Janus Henderson Group PLC	23,907	$2.04M	0.0%	-53.1%	0.042%
5/18/2026	Amundi	3,047	$259K	0.0%	N/A	0.005%
5/18/2026	EverSource Wealth Advisors LLC	767	$65K	0.0%	+42.8%	0.001%
5/18/2026	California State Teachers Retirement System	62,401	$5.31M	0.0%	+22.2%	0.110%
5/18/2026	Royal Bank of Canada	98,217	$8.36M	0.0%	-1.5%	0.173%
5/18/2026	Empowered Funds LLC	216,366	$18.41M	0.1%	+74.7%	0.380%
5/16/2026	The Manufacturers Life Insurance Company	26,731	$2.28M	0.0%	-2.3%	0.047%
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5/16/2026	Quantinno Capital Management LP	56,525	$4.81M	0.0%	+236.5%	0.099%
5/15/2026	Empirical Finance LLC	178,281	$15.17M	0.7%	+86.6%	0.313%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	51,756	$4.40M	0.0%	-8.2%	0.091%
5/14/2026	Keebeck Wealth Management	6,509	$554K	0.1%	+10.6%	0.011%
5/14/2026	Arrowstreet Capital Limited Partnership	122,888	$10.46M	0.0%	+8.5%	0.216%
5/14/2026	Oak Associates Ltd. OH	7,059	$601K	0.0%	+3.9%	0.012%
5/14/2026	Sei Investments Co.	25,993	$2.21M	0.0%	-4.3%	0.046%
5/14/2026	Lido Advisors LLC	7,060	$601K	0.0%	+14.8%	0.012%
5/14/2026	State of Wyoming	350	$30K	0.0%	N/A	0.001%
5/13/2026	Militia Capital Management LLC	100,000	$8.51M	1.9%	N/A	0.176%
5/13/2026	CI Investments Inc.	85,017	$7.23M	0.0%	-7.4%	0.149%
5/13/2026	First Trust Advisors LP	63,111	$5.37M	0.0%	+8.1%	0.111%
5/8/2026	Summit Global Investments	5,436	$463K	0.0%	-61.7%	0.010%
5/7/2026	WCM Investment Management LLC	95,366	$7.90M	0.0%	+36.3%	0.168%
5/7/2026	Dimensional Fund Advisors LP	2,177,003	$185.23M	0.0%	+0.3%	3.827%
5/7/2026	KBC Group NV	1,983	$169K	0.0%	+24.6%	0.003%
5/7/2026	Swiss National Bank	106,400	$9.05M	0.0%	+0.4%	0.187%
5/6/2026	Bessemer Group Inc.	84,354	$7.18M	0.0%	+30.3%	0.148%
5/6/2026	Allspring Global Investments Holdings LLC	432,739	$37.20M	0.1%	+38.2%	0.761%
5/5/2026	Kestrel Investment Management Corp	95,150	$8.10M	4.9%	-1.0%	0.167%
5/5/2026	D.A. Davidson & CO.	26,580	$2.26M	0.0%	-1.5%	0.047%
5/5/2026	Bank of New York Mellon Corp	368,667	$31.37M	0.0%	-2.4%	0.650%
5/5/2026	Illinois Municipal Retirement Fund	29,118	$2.48M	0.0%	-0.7%	0.051%
5/5/2026	Livforsakringsbolaget Skandia Omsesidigt	44,700	$3.80M	0.2%	+9.8%	0.079%
5/4/2026	Emerald Mutual Fund Advisers Trust	336,740	$28.65M	1.4%	-1.3%	0.594%
5/4/2026	Emerald Advisers LLC	496,232	$42.22M	1.3%	-4.8%	0.875%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	4,238	$361K	0.0%	+12.7%	0.007%
5/4/2026	Principal Financial Group Inc.	353,951	$30.12M	0.0%	+4.9%	0.624%
5/1/2026	Fifth Third Bancorp	13,826	$1.18M	0.0%	+3,056.6%	0.024%
4/30/2026	Equitable Trust Co.	6,528	$555K	0.0%	+42.2%	0.012%
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4/30/2026	Hsbc Holdings PLC	3,060	$260K	0.0%	-51.2%	0.005%
4/28/2026	Abel Hall LLC	3,652	$311K	0.1%	-4.8%	0.006%
4/28/2026	Praxis Investment Management Inc.	3,442	$293K	0.0%	-35.4%	0.006%
4/27/2026	Baer Investment Advisory LLC	2,670	$227K	0.0%	N/A	0.005%
4/27/2026	New York State Teachers Retirement System	40,953	$3.49M	0.0%	+9.8%	0.072%
4/25/2026	Strs Ohio	3,300	$281K	0.0%	-8.3%	0.006%
4/24/2026	Palouse Capital Management Inc.	2,158	$184K	0.1%	-14.4%	0.004%
4/24/2026	MQS Management LLC	3,040	$259K	0.2%	N/A	0.005%
4/22/2026	Pictet Asset Management Holding SA	9,130	$777K	0.0%	-42.4%	0.016%
4/22/2026	Sterling Capital Management LLC	7,664	$652K	0.0%	-37.8%	0.014%
4/21/2026	Wasatch Advisors LP	616,381	$52.45M	0.3%	-0.2%	1.087%
4/21/2026	Louisiana State Employees Retirement System	25,100	$2.14M	0.0%	N/A	0.044%
4/20/2026	OP Asset Management Ltd	19,397	$1.65M	0.0%	N/A	0.034%
4/16/2026	SG Americas Securities LLC	25,924	$2.21M	0.0%	-32.6%	0.046%
4/16/2026	Evolve Private Wealth LLC	13,670	$1.16M	0.1%	+5.9%	0.024%
3/17/2026	Rockefeller Capital Management L.P.	2,186	$188K	0.0%	+7.2%	0.004%
3/9/2026	Corient Private Wealth LLC	2,696	$232K	0.0%	+6.6%	0.005%
2/19/2026	Invesco Ltd.	200,949	$17.31M	0.0%	-17.0%	0.355%
2/19/2026	Corient Private Wealth LLC	2,696	$232K	0.0%	+6.6%	0.005%
2/18/2026	Mercer Global Advisors Inc. ADV	11,697	$1.01M	0.0%	+7.3%	0.021%
2/18/2026	Summit Global Investments	14,203	$1.22M	0.1%	+35.7%	0.025%
2/18/2026	State of Tennessee Department of Treasury	31,196	$2.69M	0.0%	+29.6%	0.055%
2/18/2026	Mackenzie Financial Corp	3,410	$295K	0.0%	-3.3%	0.006%
2/18/2026	NewEdge Advisors LLC	1,105	$95K	0.0%	+22.8%	0.002%
2/18/2026	XTX Topco Ltd	3,569	$308K	0.0%	N/A	0.006%
2/18/2026	nVerses Capital LLC	2,560	$221K	0.5%	N/A	0.005%
2/18/2026	Voloridge Investment Management LLC	110,171	$9.49M	0.0%	-6.5%	0.194%
2/18/2026	Wellington Management Group LLP	528,300	$45.52M	0.0%	+18.6%	0.932%
2/18/2026	Osterweis Capital Management Inc.	142,685	$12.29M	0.5%	+0.5%	0.252%
2/18/2026	Millennium Management LLC	144,837	$12.48M	0.0%	-6.5%	0.256%
2/18/2026	Janus Henderson Group PLC	51,022	$4.40M	0.0%	-49.8%	0.090%
2/18/2026	Evolve Private Wealth LLC	12,906	$1.11M	0.1%	N/A	0.023%
2/18/2026	Engineers Gate Manager LP	11,693	$1.01M	0.0%	-32.4%	0.021%
2/18/2026	Boothbay Fund Management LLC	16,465	$1.42M	0.0%	-81.3%	0.029%
2/18/2026	Bridgeway Capital Management LLC	47,300	$4.08M	0.1%	-9.0%	0.083%
2/17/2026	Guggenheim Capital LLC	10,020	$863K	0.0%	+153.4%	0.018%
2/17/2026	AQR Capital Management LLC	232,636	$20.04M	0.0%	+3.3%	0.410%
2/17/2026	Abel Hall LLC	3,838	$331K	0.1%	N/A	0.007%
2/17/2026	Cetera Investment Advisers	16,547	$1.43M	0.0%	+0.7%	0.029%
2/17/2026	TCW Group Inc.	55,120	$4.75M	0.0%	-7.5%	0.097%
2/17/2026	Price T Rowe Associates Inc. MD	51,484	$4.44M	0.0%	+4.3%	0.091%
2/17/2026	Weiss Asset Management LP	33,660	$2.90M	0.0%	N/A	0.059%
2/17/2026	Osaic Holdings Inc.	4,929	$425K	0.0%	-6.8%	0.009%
2/17/2026	California State Teachers Retirement System	51,055	$4.40M	0.0%	+2.3%	0.090%
2/17/2026	Russell Investments Group Ltd.	79,784	$6.87M	0.0%	+1.8%	0.141%
2/17/2026	Maryland State Retirement & Pension System	8,326	$717K	0.0%	+2.7%	0.015%
2/17/2026	State of Wisconsin Investment Board	152,215	$13.12M	0.0%	+3.9%	0.269%
2/17/2026	Captrust Financial Advisors	2,693	$232K	0.0%	+8.0%	0.005%
2/17/2026	Fred Alger Management LLC	54,641	$4.71M	0.0%	-23.5%	0.096%
2/17/2026	Royal Bank of Canada	99,729	$8.59M	0.0%	-19.3%	0.176%
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2/17/2026	Persistent Asset Partners Ltd	2,338	$201K	0.1%	-81.6%	0.004%
2/17/2026	Militia Capital Partners LP	100,000	$8.62M	3.3%	+13.6%	0.176%
2/16/2026	MML Investors Services LLC	12,820	$1.11M	0.0%	+26.2%	0.023%
2/16/2026	Mariner LLC	9,118	$786K	0.0%	+16.3%	0.016%
2/16/2026	NFJ Investment Group LLC	15,262	$1.32M	0.0%	-4.2%	0.027%
2/16/2026	Focus Partners Wealth	45,066	$3.82M	0.0%	+2.6%	0.080%
2/16/2026	Fieldview Capital Management LLC	35,960	$3.10M	0.5%	-20.6%	0.063%
2/16/2026	Healthcare of Ontario Pension Plan Trust Fund	56,364	$4.86M	0.0%	N/A	0.099%
2/16/2026	Horizon Investment Services LLC	10,496	$904K	0.3%	-28.0%	0.019%
2/16/2026	Kennedy Capital Management LLC	308,935	$26.62M	0.6%	+12.3%	0.545%

AX Institutional Ownership - Frequently Asked Questions

During the previous two years, 394 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were 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), Charles Schwab Investment Management Inc. ($62.17M), and Ameriprise Financial Inc. ($60.08M).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 332 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. ($1.02M), Nuveen LLC ($546.19K), Boston Partners ($504.82K), Raymond James Financial Inc. ($472.91K), Allspring Global Investments Holdings LLC ($345.34K), Franklin Resources Inc. ($316.17K), and Wasatch Advisors LP ($292.95K).

Institutional investors have bought a total of 4,611,121 shares in the last 24 months. This purchase volume represents approximately $377.75M in transactions.

Of the 161 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 ($397.68K), Boston Partners ($278.43K), State Street Corp ($272.64K), Millennium Management LLC ($251.82K), Epoch Investment Partners Inc. ($163.09K), Dimensional Fund Advisors LP ($158.04K), and Edgestream Partners L.P. ($138.30K).

Institutional investors have sold a total of 4,120,132 shares in the last 24 months. This volume of shares sold represents approximately $336.62M in transactions.

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This page (NYSE:AX) was last updated on 5/21/2026 by MarketBeat.com Staff.

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Axos Financial (AX) Institutional Ownership

AX Institutional Buying and Selling by Quarter

Axos Financial Major Shareholders & Ownership History

AX Institutional Ownership - Frequently Asked Questions

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Axos Financial (AX) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Axos Financial (NYSE:AX)

AX Institutional Buying and Selling by Quarter

Axos Financial Major Shareholders & Ownership History

AX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AX shares?

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

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

How much institutional buying is happening at Axos Financial?

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

How much institutional selling is happening at Axos Financial?

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