Axos Financial (AX) Institutional Ownership

$62.34

-0.64 (-1.02%)

(As of 09/10/2024 ET)

Current Institutional Ownership Percentage: 83.79%
Number of Institutional Buyers (last 12 months): 139
Total Institutional Inflows (last 12 months): $286.77M

Number of Institutional Sellers (last 12 months): 98
Total Institutional Outflows (last 12 months): $159.21M

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AX Institutional Buying and Selling by Quarter

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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
9/5/2024	Sanctuary Advisors LLC	10,379	$551K	0.0%	N/A	0.018%
8/21/2024	Truist Financial Corp	20,517	$1.17M	0.0%	+4.9%	0.036%
8/19/2024	B. Riley Wealth Advisors Inc.	44,392	$2.54M	0.1%	-0.9%	0.078%
8/16/2024	Algert Global LLC	183,352	$10.48M	0.3%	+9.9%	0.322%
8/16/2024	Cim Investment Management Inc.	4,416	$252K	0.1%	-19.2%	0.008%
8/15/2024	Mackenzie Financial Corp	3,525	$201K	0.0%	N/A	0.006%
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8/15/2024	The Manufacturers Life Insurance Company	30,866	$1.76M	0.0%	+3.0%	0.054%
8/15/2024	Millennium Management LLC	367,251	$20.99M	0.0%	+107.9%	0.645%
8/15/2024	Maverick Capital Ltd.	36,200	$2.07M	0.0%	+287.4%	0.064%
8/15/2024	Earnest Partners LLC	3,600	$206K	0.0%	N/A	0.006%
8/15/2024	AQR Capital Management LLC	121,804	$6.96M	0.0%	-31.4%	0.214%
8/15/2024	Caxton Associates LP	9,153	$523K	0.0%	-44.8%	0.016%
8/14/2024	Cubist Systematic Strategies LLC	3,898	$223K	0.0%	-97.3%	0.007%
8/14/2024	Xponance Inc.	6,523	$373K	0.0%	+20.4%	0.011%
8/14/2024	Bank of Montreal Can	40,604	$2.33M	0.0%	-9.9%	0.071%
8/14/2024	Public Sector Pension Investment Board	111,569	$6.38M	0.0%	+7.5%	0.196%
8/14/2024	Epoch Investment Partners Inc.	42,904	$2.45M	0.0%	-70.4%	0.075%
8/14/2024	ProShare Advisors LLC	8,347	$477K	0.0%	-23.8%	0.015%
8/14/2024	Profund Advisors LLC	4,910	$281K	0.0%	-15.6%	0.009%
8/13/2024	Hancock Whitney Corp	10,789	$617K	0.0%	-13.4%	0.019%
8/13/2024	Thrivent Financial for Lutherans	80,965	$4.63M	0.0%	+67.6%	0.142%
8/13/2024	Sei Investments Co.	65,520	$3.74M	0.0%	+33.1%	0.115%
8/13/2024	Orchard Capital Management LLC	155,519	$8.89M	2.7%	-1.3%	0.273%
8/13/2024	Hollencrest Capital Management	431	$25K	0.0%	N/A	0.001%
8/13/2024	Public Employees Retirement Association of Colorado	6,553	$375K	0.0%	-9.7%	0.012%
8/12/2024	Intech Investment Management LLC	15,767	$901K	0.0%	N/A	0.028%
8/12/2024	XTX Topco Ltd	6,188	$354K	0.0%	N/A	0.011%
8/12/2024	Palouse Capital Management Inc.	2,525	$144K	0.1%	-6.6%	0.004%
8/12/2024	First Eagle Investment Management LLC	213,572	$12.21M	0.0%	+13.9%	0.375%
8/12/2024	Hsbc Holdings PLC	7,731	$438K	0.0%	+27.4%	0.014%
8/12/2024	Mercer Global Advisors Inc. ADV	5,291	$302K	0.0%	+5.3%	0.009%
8/12/2024	Amalgamated Bank	15,634	$893K	0.0%	-4.0%	0.027%
8/10/2024	Connors Investor Services Inc.	41,702	$2.38M	0.2%	-3.9%	0.073%
8/9/2024	Edgestream Partners L.P.	53,702	$3.07M	0.1%	-24.3%	0.094%
8/9/2024	Renaissance Technologies LLC	88,837	$5.08M	0.0%	N/A	0.156%
8/9/2024	Quantbot Technologies LP	46,789	$2.67M	0.1%	+44.3%	0.082%
8/9/2024	Dimensional Fund Advisors LP	2,653,367	$151.63M	0.0%	-1.2%	4.658%
8/8/2024	DekaBank Deutsche Girozentrale	21,795	$1.20M	0.0%	-1.9%	0.038%
8/8/2024	Cornercap Investment Counsel Inc.	27,883	$1.59M	0.3%	-0.8%	0.049%
8/8/2024	American Century Companies Inc.	1,549,748	$88.57M	0.1%	+26.2%	2.720%
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8/8/2024	State of New Jersey Common Pension Fund D	34,829	$1.99M	0.0%	N/A	0.061%
8/8/2024	Rice Hall James & Associates LLC	333,887	$19.08M	1.1%	-14.0%	0.586%
8/7/2024	Van Hulzen Asset Management LLC	26,449	$1.51M	0.1%	+4.3%	0.046%
8/7/2024	Texas Permanent School Fund Corp	58,843	$3.36M	0.0%	+32.8%	0.103%
8/7/2024	Ashton Thomas Private Wealth LLC	3,144	$180K	0.0%	N/A	0.006%
8/6/2024	Quest Partners LLC	5,569	$318K	0.0%	+305.0%	0.010%
8/6/2024	Emerald Advisers LLC	442,086	$25.27M	1.1%	-3.4%	0.776%
8/6/2024	Emerald Mutual Fund Advisers Trust	382,276	$21.85M	1.1%	+9.6%	0.671%
8/6/2024	Wakefield Asset Management LLLP	20,436	$1.17M	0.4%	-1.8%	0.036%
8/5/2024	Foundry Partners LLC	5,779	$330K	0.0%	+5.8%	0.010%
8/5/2024	Victory Capital Management Inc.	100,219	$5.73M	0.0%	-38.8%	0.176%
8/3/2024	National Bank of Canada FI	2,241	$128K	0.0%	-8.3%	0.004%
8/1/2024	Rhumbline Advisers	167,534	$9.58M	0.0%	+0.5%	0.294%
8/1/2024	Versor Investments LP	8,800	$503K	0.1%	N/A	0.015%
8/1/2024	Pembroke Management LTD	308,899	$17.65M	2.4%	-8.0%	0.542%
8/1/2024	Natixis Advisors LLC	18,303	$1.05M	0.0%	+3.4%	0.032%
8/1/2024	Stieven Capital Advisors L.P.	328,433	$18.77M	4.2%	+1.4%	0.577%
7/31/2024	nVerses Capital LLC	2,700	$154K	0.1%	+237.5%	0.005%
7/31/2024	Picton Mahoney Asset Management	2,894	$166K	0.0%	N/A	0.005%
7/30/2024	Jaffetilchin Investment Partners LLC	6,698	$383K	0.0%	-40.2%	0.012%
7/30/2024	Maryland State Retirement & Pension System	17,677	$1.01M	0.0%	-3.1%	0.031%
7/29/2024	Crossmark Global Holdings Inc.	3,674	$210K	0.0%	-6.8%	0.006%
7/29/2024	Principal Financial Group Inc.	250,700	$14.33M	0.0%	-4.9%	0.440%
7/26/2024	Legato Capital Management LLC	4,135	$236K	0.0%	-5.2%	0.007%
7/26/2024	Allspring Global Investments Holdings LLC	239,781	$13.70M	0.0%	+15.3%	0.421%
7/26/2024	Shaker Investments LLC OH	460,000	$26.29M	11.4%	-1.3%	0.807%
7/26/2024	Bank of New York Mellon Corp	500,483	$28.60M	0.0%	-2.1%	0.879%
7/24/2024	Argent Capital Management LLC	8,374	$479K	0.0%	+39.6%	0.015%
7/24/2024	Louisiana State Employees Retirement System	25,500	$1.46M	0.0%	+1.6%	0.045%
7/24/2024	SummerHaven Investment Management LLC	17,645	$1.01M	0.7%	+1.6%	0.031%
7/23/2024	1620 Investment Advisors Inc.	855	$49K	0.0%	N/A	0.002%
7/22/2024	Summit Global Investments	19,199	$1.10M	0.1%	-3.2%	0.034%
7/19/2024	Raymond James & Associates	84,806	$4.85M	0.0%	-4.0%	0.149%
7/19/2024	TCW Group Inc.	216,100	$12.35M	0.1%	-25.6%	0.379%
7/16/2024	M&G Plc	171,740	$9.79M	0.1%	+12.4%	0.301%
7/15/2024	Livforsakringsbolaget Skandia Omsesidigt	26,200	$1.50M	0.1%	+85.8%	0.046%
7/12/2024	SG Americas Securities LLC	32,124	$1.84M	0.0%	+453.9%	0.056%
7/10/2024	CWM LLC	5,208	$298K	0.0%	+5.4%	0.009%
6/4/2024	DekaBank Deutsche Girozentrale	22,226	$1.18M	0.0%	-4.1%	0.039%
5/17/2024	Comerica Bank	22,545	$1.22M	0.0%	-10.2%	0.040%
5/17/2024	Hancock Whitney Corp	12,461	$673K	0.0%	+213.6%	0.022%
5/17/2024	Tidal Investments LLC	28,294	$1.53M	0.0%	+10.9%	0.050%
5/16/2024	California State Teachers Retirement System	54,831	$2.96M	0.0%	-7.3%	0.096%
5/16/2024	EJF Capital LLC	52,393	$2.83M	2.0%	-45.4%	0.092%
5/16/2024	B. Riley Wealth Advisors Inc.	44,796	$2.42M	0.1%	+1.6%	0.079%
5/16/2024	Janus Henderson Group PLC	55,640	$3.01M	0.0%	+130.1%	0.098%
5/16/2024	Kennedy Capital Management LLC	74,629	$4.03M	0.1%	-33.1%	0.131%
5/16/2024	Caxton Associates LP	16,575	$896K	0.1%	N/A	0.029%
5/15/2024	Price T Rowe Associates Inc. MD	33,095	$1.79M	0.0%	+5.9%	0.058%
5/15/2024	Lazard Asset Management LLC	260,100	$14.06M	0.0%	+6.1%	0.457%
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5/15/2024	Epoch Investment Partners Inc.	144,877	$7.83M	0.0%	N/A	0.254%
5/15/2024	Quadrature Capital Ltd	10,030	$542K	0.0%	+38.4%	0.018%
5/14/2024	Advisors Asset Management Inc.	901	$49K	0.0%	+122.5%	0.002%
5/14/2024	EntryPoint Capital LLC	495	$27K	0.0%	+816.7%	0.001%
5/14/2024	Stieven Capital Advisors L.P.	324,033	$17.51M	3.6%	+14.6%	0.569%
5/14/2024	CANADA LIFE ASSURANCE Co	50,460	$2.73M	0.0%	+19.7%	0.089%
5/14/2024	American International Group Inc.	29,340	$1.59M	0.0%	-2.3%	0.052%
5/11/2024	Covestor Ltd	2,684	$145K	0.1%	+41.0%	0.005%
5/11/2024	Edgestream Partners L.P.	70,915	$3.83M	0.2%	+82.7%	0.124%
5/10/2024	Connors Investor Services Inc.	43,383	$2.34M	0.2%	-6.6%	0.076%

(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, 256 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were Vanguard Group Inc. ($317.25M), BlackRock Inc. ($293.20M), Dimensional Fund Advisors LP ($151.63M), American Century Companies Inc. ($88.57M), Davis Asset Management L.P. ($56.79M), Wasatch Advisors LP ($56.20M), and Ameriprise Financial Inc. ($52.12M).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 197 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. ($1.36M), CCG Wealth Management LLC ($431.30K), Goldman Sachs Group Inc. ($423.93K), Dimensional Fund Advisors LP ($409.13K), Davis Asset Management L.P. ($408.28K), Norges Bank ($395.11K), and Epoch Investment Partners Inc. ($324.64K).

How much institutional buying is happening at Axos Financial?: Institutional investors have bought a total of 10,373,224 shares in the last 24 months. This purchase volume represents approximately $547.21M in transactions.
Which Axos Financial major shareholders have been selling company stock?: Of the 147 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: Basswood Capital Management L.L.C. ($438.87K), Redwood Investments LLC ($419.33K), Vanguard Group Inc. ($373.32K), Rice Hall James & Associates LLC ($352.11K), Epoch Investment Partners Inc. ($282.62K), Wasatch Advisors LP ($236.99K), and Orchard Capital Management LLC ($183.26K).
How much institutional selling is happening at Axos Financial?: Institutional investors have sold a total of 5,182,122 shares in the last 24 months. This volume of shares sold represents approximately $269.87M in transactions.