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Axos Financial (AX) Institutional Ownership

Axos Financial logo
$96.56 +0.21 (+0.22%)
As of 11:16 AM 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)
227
Total
Institutional Inflows
(last 12 months)
$375.67M
Number of
Institutional Sellers
(last 12 months)
160
Total
Institutional Outflows
(last 12 months)
$336.20M
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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
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 Company 26,731$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%
5/14/2026Lido 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%
5/7/2026Dimensional Fund Advisors LP2,177,003$185.23M0.0%+0.3%3.827%
5/7/2026KBC 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%
5/5/2026Kestrel Investment Management Corp95,150$8.10M4.9%-1.0%0.167%
5/5/2026D.A. Davidson & CO.26,580$2.26M0.0%-1.5%0.047%
5/5/2026Bank 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%
5/4/2026Emerald Mutual Fund Advisers Trust336,740$28.65M1.4%-1.3%0.594%
5/4/2026Emerald Advisers LLC496,232$42.22M1.3%-4.8%0.875%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,238$361K0.0%+12.7%0.007%
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5/4/2026Principal Financial Group Inc.353,951$30.12M0.0%+4.9%0.624%
5/1/2026Fifth Third Bancorp13,826$1.18M0.0%+3,056.6%0.024%
4/30/2026Equitable Trust Co.6,528$555K0.0%+42.2%0.012%
4/30/2026Hsbc Holdings PLC3,060$260K0.0%-51.2%0.005%
4/28/2026Abel Hall LLC3,652$311K0.1%-4.8%0.006%
4/28/2026Praxis Investment Management Inc.3,442$293K0.0%-35.4%0.006%
4/27/2026Baer Investment Advisory LLC2,670$227K0.0%N/A0.005%
4/27/2026New York State Teachers Retirement System40,953$3.49M0.0%+9.8%0.072%
4/25/2026Strs Ohio3,300$281K0.0%-8.3%0.006%
4/24/2026Palouse Capital Management Inc.2,158$184K0.1%-14.4%0.004%
4/24/2026MQS Management LLC3,040$259K0.2%N/A0.005%
4/22/2026Pictet Asset Management Holding SA9,130$777K0.0%-42.4%0.016%
4/22/2026Sterling Capital Management LLC7,664$652K0.0%-37.8%0.014%
4/21/2026Wasatch Advisors LP616,381$52.45M0.3%-0.2%1.087%
4/21/2026Louisiana State Employees Retirement System25,100$2.14M0.0%N/A0.044%
4/20/2026OP Asset Management Ltd19,397$1.65M0.0%N/A0.034%
4/16/2026SG 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%
2/18/2026Summit 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%
2/18/2026nVerses 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%
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%
2/17/2026Abel Hall LLC3,838$331K0.1%N/A0.007%
2/17/2026Cetera Investment Advisers16,547$1.43M0.0%+0.7%0.029%
2/17/2026TCW 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%
2/17/2026Russell Investments Group Ltd.79,784$6.87M0.0%+1.8%0.141%
2/17/2026Maryland State Retirement & Pension System8,326$717K0.0%+2.7%0.015%
2/17/2026State of Wisconsin Investment Board152,215$13.12M0.0%+3.9%0.269%
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2/17/2026Captrust Financial Advisors2,693$232K0.0%+8.0%0.005%
2/17/2026Fred Alger Management LLC54,641$4.71M0.0%-23.5%0.096%
2/17/2026Royal Bank of Canada99,729$8.59M0.0%-19.3%0.176%
2/17/2026Persistent Asset Partners Ltd2,338$201K0.1%-81.6%0.004%
2/17/2026Militia Capital Partners LP100,000$8.62M3.3%+13.6%0.176%
2/16/2026MML Investors Services LLC12,820$1.11M0.0%+26.2%0.023%
2/16/2026Mariner LLC9,118$786K0.0%+16.3%0.016%
2/16/2026NFJ Investment Group LLC15,262$1.32M0.0%-4.2%0.027%
2/16/2026Focus Partners Wealth45,066$3.82M0.0%+2.6%0.080%
2/16/2026Fieldview Capital Management LLC35,960$3.10M0.5%-20.6%0.063%


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 4,562,147 shares in the last 24 months. This purchase volume represents approximately $375.67M in transactions.

Of the 160 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 4,113,251 shares in the last 24 months. This volume of shares sold represents approximately $336.20M in transactions.


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This page (NYSE:AX) was last updated on 6/30/2026 by MarketBeat.com Staff.
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