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Axos Financial (AX) Institutional Ownership

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$86.45 -1.92 (-2.17%)
Closing price 03:59 PM Eastern
Extended Trading
$86.58 +0.13 (+0.15%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
218
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$277.48M
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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
10/14/2026B. Riley Wealth Advisors Inc.43,475$3.76M0.1%N/A0.076%
10/9/2026GAMMA Investing LLC2,544$220K0.0%+4.8%0.004%
10/8/2026Farther Finance Advisors LLC682$59K0.0%-18.4%0.001%
10/5/2026Ridgewood Investments LLC17,661$1.53M0.5%-1.0%0.031%
10/5/2026Argent Capital Management LLC50,744$4.39M0.0%-2.1%0.089%
10/2/2026 Versant Capital Management Inc842$73K0.0%+18.9%0.001%
9/29/2026Cim Investment Management Inc.4,571$445K0.1%+7.9%0.008%
9/11/2026Bullseye Investment Management LLC15,786$1.54M0.8%N/A0.028%
9/9/2026Tidal Investments LLC2,203$215K0.0%N/A0.004%
9/9/2026Van Hulzen Asset Management LLC13,424$1.31M0.1%-17.0%0.024%
9/9/2026Engineers Gate Manager LP11,663$1.14M0.0%+6.0%0.021%
9/9/2026Integrated Wealth Concepts LLC820$80K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC900$88K0.0%-18.6%0.002%
9/9/2026IFP Advisors Inc888$86K0.0%+75.1%0.002%
9/9/2026Squarepoint Ops LLC63,581$6.19M0.0%-64.8%0.112%
9/9/2026Arcus Capital Partners LLC2,775$270K0.1%+5.3%0.005%
9/8/2026Arizona State Retirement System14,075$1.37M0.0%-4.9%0.025%
9/8/2026Empirical Finance LLC152,847$14.89M0.6%-14.3%0.269%
8/27/2026Corient Private Wealth LP18,403$1.79M0.0%+545.9%0.032%
8/26/2026HighTower Advisors LLC4,994$486K0.0%-15.2%0.009%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al13,155$1.28M0.0%N/A0.023%
8/22/2026TD Waterhouse Canada Inc.10,650$1.06M0.0%-2.0%0.019%
8/22/2026Concurrent Investment Advisors LLC7,726$752K0.0%-6.0%0.014%
8/21/2026B. Metzler seel. Sohn & Co. AG12,628$1.23M0.0%-2.7%0.022%
8/20/2026Two Sigma Securities LLC2,874$280K0.0%N/A0.005%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC92,990$9.06M0.0%-1.8%0.163%
8/19/2026Hsbc Holdings PLC10,018$970K0.0%+227.4%0.018%
8/19/2026Wellington Management Group LLP470,586$45.83M0.0%-43.8%0.827%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt44,700$4.35M0.1%N/A0.079%
8/18/2026Empowered Funds LLC251,087$24.45M0.1%N/A0.441%
8/18/2026Formula Growth Ltd.30,624$2.98M1.0%N/A0.054%
8/18/2026Jefferies Financial Group Inc.2,187$213K0.0%N/A0.004%
8/18/2026Public Employees Retirement System of Ohio484$47K0.0%N/A0.001%
8/17/2026Capstone Investment Advisors LLC2,118$206K0.0%N/A0.004%
8/17/2026Transamerica Financial Advisors LLC1,206$117K0.0%N/A0.002%
8/17/2026Corient Private Wealth LP17,674$1.72M0.0%N/A0.031%
8/17/2026Bank of America Corp DE168,773$16.44M0.0%N/A0.297%
8/15/2026Freestone Grove Partners LP4,612$449K0.0%N/A0.008%
8/15/2026Western Wealth Management LLC4,800$467K0.0%N/A0.008%
8/15/2026Jupiter Topco LLC23,907$2.33M0.0%N/A0.042%
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8/14/2026Hsbc Holdings PLC10,018$970K0.0%N/A0.018%
8/14/2026Canada Pension Plan Investment Board4,000$390K0.0%N/A0.007%
8/14/2026Osterweis Capital Management Inc.165,685$16.14M0.8%N/A0.291%
8/14/2026Ategra Capital Management LLC113,765$11.08M5.0%N/A0.200%
8/14/2026Legal & General Group Plc127,673$12.43M0.0%N/A0.224%
8/14/2026The Manufacturers Life Insurance Company29,440$2.87M0.0%N/A0.052%
8/14/2026Van Hulzen Asset Management LLC13,424$1.31M0.1%N/A0.024%
8/14/2026Fiduciary Financial Advisors971$94K0.0%N/A0.002%
8/14/2026Cetera Trust Company N.A5,620$547K0.3%N/A0.010%
8/14/2026Algert Global LLC157,663$15.36M0.2%-17.8%0.277%
8/13/2026Sanctuary Advisors LLC4,109$400K0.0%N/A0.007%
8/13/2026Davis Asset Management L.P.1,535,219$149.52M3.8%N/A2.699%
8/12/2026Foyston Gordon & Payne Inc5,282$514K0.1%N/A0.009%
8/12/2026Quantbot Technologies LP24,231$2.36M0.1%N/A0.043%
8/12/2026Evolve Private Wealth LLC14,380$1.40M0.1%N/A0.025%
8/12/2026Orchard Capital Management LLC22,491$2.19M2.1%N/A0.040%
8/12/2026Ieq Capital LLC9,540$929K0.0%N/A0.017%
8/12/2026Keebeck Wealth Management6,185$602K0.1%N/A0.011%
8/11/2026B. Metzler seel. Sohn & Co. AG12,628$1.23M0.0%N/A0.022%
8/11/2026Vise Technologies Inc.3,544$345K0.0%N/A0.006%
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%
8/7/2026BlackRock Inc.8,389,477$817.05M0.0%N/A14.749%
8/7/2026Pallas Capital Advisors LLC4,238$413K0.0%N/A0.007%
8/7/2026Deutsche Bank AG57,785$5.63M0.0%N/A0.102%
8/6/2026Global Retirement Partners LLC1,876$183K0.0%N/A0.003%
8/6/2026Bank of New York Mellon Corp378,027$36.82M0.0%N/A0.665%
8/6/2026State of Wyoming1,095$107K0.0%N/A0.002%
8/3/2026Summit Global Investments6,778$660K0.0%N/A0.012%
7/10/2026Wasatch Advisors LP515,576$50.21M0.3%-16.4%0.906%
7/7/2026GAMMA 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%
5/21/2026Argent 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%
5/18/2026EverSource 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%
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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%
5/14/2026Lido Advisors LLC7,060$601K0.0%+14.8%0.012%
5/14/2026State 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%
5/8/2026Summit Global Investments5,436$463K0.0%-61.7%0.010%
5/7/2026WCM Investment Management LLC95,366$7.90M0.0%+36.3%0.168%


AX Institutional Ownership - Frequently Asked Questions

During the previous two years, 398 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 Davis Asset Management L.P. ($149.52M).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 339 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), Davis Asset Management L.P. ($1.54M), American Century Companies Inc. ($702.69K), Nuveen LLC ($546.19K), Boston Partners ($504.82K), Raymond James Financial Inc. ($472.91K), and Empowered Funds LLC ($444.83K).

Institutional investors have bought a total of 14,753,300 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

Of the 146 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 ($393.48K), Wellington Management Group LLP ($367.27K), Millennium Management LLC ($251.82K), Dimensional Fund Advisors LP ($158.04K), Edgestream Partners L.P. ($138.30K), Squarepoint Ops LLC ($116.83K), and Boothbay Fund Management LLC ($110.30K).

Institutional investors have sold a total of 3,162,532 shares in the last 24 months. This volume of shares sold represents approximately $277.48M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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