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Axos Financial (AX) Institutional Ownership

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$84.01 -0.70 (-0.83%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$84.08 +0.07 (+0.08%)
As of 07/11/2025 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 Polygon.io. 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)
207
Total
Institutional Inflows
(last 12 months)
$454.43M
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$371.00M
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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
7/11/2025Assenagon Asset Management S.A.53,218$4.05M0.0%-2.6%0.094%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt39,600$3.01M0.1%+21.5%0.070%
7/10/2025 Exchange Traded Concepts LLC16,810$1.28M0.0%+6.1%0.030%
7/10/2025 Wealth Enhancement Advisory Services LLC10,586$888K0.0%+32.0%0.019%
7/9/2025 Pallas Capital Advisors LLC4,370$332K0.0%+16.0%0.008%
7/9/2025 Livforsakringsbolaget Skandia Omsesidigt37,960$2.89M0.0%+16.4%0.067%
6/18/2025Voya Investment Management LLC14,667$946K0.0%-9.8%0.026%
6/6/2025Militia Capital Partners LP111,000$7.16M5.7%+825.0%0.197%
5/29/2025Rhumbline Advisers156,646$10.11M0.0%-4.1%0.278%
5/28/2025Strs Ohio3,000$194K0.0%N/A0.005%
5/20/2025Intech Investment Management LLC42,145$2.72M0.0%+6.8%0.075%
5/20/2025Focus Partners Wealth41,165$2.66M0.0%+1.1%0.073%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC109,900$7.09M0.0%+0.2%0.195%
5/19/2025Optimize Financial Inc5,864$378K0.1%+11.0%0.010%
5/16/2025Empowered Funds LLC15,904$1.03M0.0%-2.5%0.028%
5/16/2025United Services Automobile Association3,336$212K0.0%N/A0.006%
5/16/2025Great Lakes Advisors LLC10,234$660K0.0%-2.2%0.018%
5/16/2025Goldman Sachs Group Inc.343,267$22.15M0.0%-49.3%0.609%
5/16/2025Dynamic Technology Lab Private Ltd12,590$812K0.1%-23.3%0.022%
5/16/2025PharVision Advisers LLC5,812$375K0.5%N/A0.010%
5/16/2025Millennium Management LLC157,621$10.17M0.0%-27.8%0.280%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.32,539$2.10M0.0%+4.6%0.058%
5/16/2025Hancock Whitney Corp11,446$738K0.0%+2.2%0.020%
5/16/2025AQR Capital Management LLC175,146$11.30M0.0%+38.9%0.311%
5/16/2025Advisors Asset Management Inc.2,068$133K0.0%-18.2%0.004%
5/15/2025Federation des caisses Desjardins du Quebec16,778$1.08M0.0%-1.9%0.030%
5/15/2025Royal Bank of Canada108,986$7.03M0.0%+0.9%0.193%
5/15/2025Quarry LP1,849$119K0.0%N/A0.003%
5/15/2025Pembroke Management LTD274,572$17.72M2.6%+6.3%0.487%
5/15/2025Trexquant Investment LP44,235$2.85M0.0%+0.8%0.078%
5/14/2025B. Metzler seel. Sohn & Co. AG22,045$1.42M0.0%-4.3%0.039%
5/14/2025Ieq Capital LLC22,767$1.47M0.0%+286.3%0.040%
5/14/2025Rafferty Asset Management LLC64,398$4.16M0.0%-35.1%0.114%
5/14/2025Epoch Investment Partners Inc.201,143$12.98M0.1%+0.7%0.357%
5/14/2025Corebridge Financial Inc.28,523$1.84M0.0%-1.9%0.051%
5/14/2025Comerica Bank18,934$1.22M0.0%-2.8%0.034%
5/14/2025MetLife Investment Management LLC31,750$2.05M0.0%-3.7%0.056%
5/14/2025AlphaQuest LLC14,367$927K0.1%+261.8%0.025%
5/14/2025Van Hulzen Asset Management LLC27,014$1.74M0.2%-5.7%0.048%
5/14/2025Advantage Alpha Capital Partners LP3,321$214K0.1%-60.8%0.006%
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5/14/2025Ameriprise Financial Inc.681,878$43.99M0.0%+0.6%1.210%
5/14/2025Bragg Financial Advisors Inc353,950$22.84M0.9%-11.1%0.628%
5/14/2025Voss Capital LP207,704$13.40M1.0%N/A0.368%
5/14/2025BI Asset Management Fondsmaeglerselskab A S2,374$153K0.0%-83.1%0.004%
5/14/2025Hsbc Holdings PLC7,984$513K0.0%-93.2%0.014%
5/14/2025Quantbot Technologies LP19,262$1.24M0.0%-37.2%0.034%
5/14/2025Wellington Management Group LLP377,079$24.33M0.0%-41.2%0.669%
5/13/2025Aviso Financial Inc.10,520$679K0.0%-2.8%0.019%
5/13/2025Northern Trust Corp730,135$47.11M0.0%-1.7%1.295%
5/13/2025Foyston Gordon & Payne Inc3,721$240K0.1%N/A0.007%
5/13/2025Algert Global LLC221,730$14.31M0.4%+27.7%0.393%
5/13/2025Raymond James Financial Inc.182,729$11.79M0.0%-22.5%0.324%
5/13/2025Cresset Asset Management LLC4,205$271K0.0%+11.9%0.007%
5/13/2025Gator Capital Management LLC153,230$9.89M3.8%+0.1%0.272%
5/13/2025American Century Companies Inc.2,151,229$138.80M0.1%+14.7%3.816%
5/13/2025Brandywine Global Investment Management LLC140,114$9.04M0.1%-3.7%0.249%
5/13/2025Dimensional Fund Advisors LP2,449,370$158.03M0.0%-5.0%4.345%
5/13/2025Lord Abbett & CO. LLC129,333$8.35M0.0%+11.3%0.229%
5/13/2025Boston Partners504,815$31.19M0.0%+18.2%0.895%
5/13/2025Russell Investments Group Ltd.39,552$2.55M0.0%+123.4%0.070%
5/13/2025HighTower Advisors LLC6,778$437K0.0%-49.2%0.012%
5/12/2025Public Sector Pension Investment Board197,341$12.73M0.1%+46.0%0.350%
5/12/2025Nuveen LLC546,190$35.24M0.0%N/A0.969%
5/12/2025Aigen Investment Management LP3,220$208K0.0%-28.9%0.006%
5/12/2025Invesco Ltd.327,238$21.11M0.0%-32.5%0.580%
5/12/2025Townsquare Capital LLC4,100$265K0.0%+15.1%0.007%
5/12/2025National Bank of Canada FI1,566$101K0.0%-23.7%0.003%
5/12/2025Citigroup Inc.127,810$8.25M0.0%-14.6%0.227%
5/12/2025Swiss National Bank105,100$6.78M0.0%-1.2%0.186%
5/12/2025Maryland State Retirement & Pension System15,871$1.02M0.0%-13.1%0.028%
5/9/2025Mutual of America Capital Management LLC7,899$510K0.0%-3.9%0.014%
5/9/2025Deutsche Bank AG87,753$5.66M0.0%-5.5%0.156%
5/9/2025Charles Schwab Investment Management Inc.657,782$42.44M0.0%-2.0%1.167%
5/9/2025Vanguard Group Inc.6,024,418$388.70M0.0%-1.7%10.687%
5/9/2025New Age Alpha Advisors LLC2,769$179K0.0%-94.6%0.005%
5/9/2025Geneva Capital Management LLC697,248$44.99M0.8%-0.4%1.237%
5/9/2025Raiffeisen Bank International AG3,845$244K0.0%+27.6%0.007%
5/9/2025PNC Financial Services Group Inc.7,043$454K0.0%+40.5%0.012%
5/9/2025Jupiter Asset Management Ltd.8,104$523K0.0%N/A0.014%
5/8/2025Natixis Advisors LLC20,708$1.34M0.0%-5.1%0.037%
5/8/2025Vestcor Inc3,613$233K0.0%-78.1%0.006%
5/8/2025XTX Topco Ltd9,677$624K0.0%N/A0.017%
5/8/2025GSA Capital Partners LLP22,894$1.48M0.1%+107.0%0.041%
5/8/2025Federated Hermes Inc.10,674$689K0.0%-5.5%0.019%
5/7/2025Ridgewood Investments LLC18,051$1.17M0.5%-1.8%0.032%
5/7/2025TCW Group Inc.92,020$5.94M0.1%-25.1%0.163%
5/7/2025LPL Financial LLC26,198$1.69M0.0%+16.4%0.046%
5/7/2025Inspire Advisors LLC9,993$645K0.1%N/A0.018%
5/7/2025Empirical Finance LLC41,515$2.68M0.2%N/A0.074%
5/7/2025TD Asset Management Inc10,395$671K0.0%-1.5%0.018%
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5/6/2025Royce & Associates LP93,090$6.01M0.1%-11.3%0.165%
5/6/2025Wakefield Asset Management LLLP17,279$1.12M0.3%-13.8%0.031%
5/6/2025Venturi Wealth Management LLC4,000$258K0.0%+17.6%0.007%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH37,422$2.41M0.0%N/A0.066%
5/5/2025Csenge Advisory Group8,277$498K0.0%+30.8%0.015%
5/2/2025Verdence Capital Advisors LLC3,798$245K0.0%N/A0.007%
5/2/2025Edgestream Partners L.P.55,147$3.56M0.1%+11.5%0.097%
5/1/2025CWM LLC7,706$497K0.0%+110.3%0.013%
5/1/2025Louisiana State Employees Retirement System25,500$1.65M0.0%-2.7%0.045%
5/1/2025Emerald Advisers LLC533,586$34.43M1.5%+11.4%0.935%
(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, 338 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were Vanguard Group Inc. ($388.70M), State Street Corp ($199.88M), Dimensional Fund Advisors LP ($158.03M), American Century Companies Inc. ($138.80M), Geode Capital Management LLC ($103.98M), Wasatch Advisors LP ($73.87M), and Davis Asset Management L.P. ($56.79M).Learn more on Axos Financial's institutional investors.

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

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

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

Of the 277 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. ($1.61M), Nuveen LLC ($546.19K), Boston Partners ($504.82K), Raymond James Financial Inc. ($471.42K), Epoch Investment Partners Inc. ($469.59K), Goldman Sachs Group Inc. ($423.93K), and Norges Bank ($395.11K).

How much institutional buying is happening at Axos Financial?

Institutional investors have bought a total of 6,948,895 shares in the last 24 months. This purchase volume represents approximately $454.43M in transactions.

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

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: Wellington Management Group LLP ($593.29K), Goldman Sachs Group Inc. ($334.42K), Rice Hall James & Associates LLC ($309.43K), Cubist Systematic Strategies LLC ($280.51K), JARISLOWSKY FRASER Ltd ($209.40K), Dimensional Fund Advisors LP ($202.06K), and TCW Group Inc. ($198.48K).

How much institutional selling is happening at Axos Financial?

Institutional investors have sold a total of 5,667,443 shares in the last 24 months. This volume of shares sold represents approximately $371.00M in transactions.


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This page (NYSE:AX) was last updated on 7/12/2025 by MarketBeat.com Staff
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