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S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
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S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
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Closing prices for crude oil, gold and other commodities
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Axos Financial (AX) Institutional Ownership

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$48.87
-0.09 (-0.18%)
(As of 04/17/2024 ET)
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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)
183
Total
Institutional Inflows
(last 12 months)
$589.78M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$397.64M
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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
4/17/2024Investment Research & Advisory Group Inc.504$27K0.0%N/A0.001%
4/16/2024Toth Financial Advisory Corp11,430$618K0.1%N/A0.020%
4/10/2024 Ridgewood Investments LLC19,038$1.03M0.5%-4.6%0.033%
4/5/2024 First Hawaiian Bank4,555$246K0.0%-65.0%0.008%
4/5/2024 GAMMA Investing LLC519$28K0.0%-41.4%0.001%
3/28/2024Newbridge Financial Services Group Inc.470$26K0.0%N/A0.001%
3/27/2024Nomura Holdings Inc.100,647$5.50M0.0%N/A0.177%
3/25/2024Quadrature Capital Ltd7,247$395K0.0%-24.7%0.013%
3/22/2024PNC Financial Services Group Inc.5,318$290K0.0%+8.0%0.009%
3/15/2024B. Riley Wealth Advisors Inc.44,112$2.41M0.1%-1.5%0.078%
3/11/2024Vanguard Group Inc.5,933,947$323.99M0.0%-0.7%10.429%
3/5/2024Wellington Management Group LLP214,950$11.74M0.0%+162.7%0.378%
3/1/2024Goldman Sachs Group Inc.795,381$43.43M0.0%+114.1%1.398%
2/28/2024American International Group Inc.30,035$1.64M0.0%-3.1%0.053%
2/26/2024Virtu Financial LLC6,967$380K0.0%N/A0.012%
2/22/2024Scarborough Advisors LLC4,871$253K0.0%N/A0.009%
2/16/2024Price T Rowe Associates Inc. MD31,242$1.71M0.0%+2.9%0.055%
2/16/2024GSA Capital Partners LLP14,152$773K0.1%+11.4%0.025%
2/15/2024Legal & General Group Plc146,324$7.99M0.0%-1.5%0.257%
2/15/2024Barclays PLC303,612$16.58M0.0%+182.1%0.534%
2/15/2024Vanguard Group Inc.5,933,947$323.99M0.0%-0.7%10.429%
2/15/2024Voloridge Investment Management LLC377,698$20.62M0.1%+341.4%0.664%
2/15/2024Voya Investment Management LLC22,229$1.21M0.0%-2.6%0.039%
2/15/2024Nuveen Asset Management LLC856,252$46.75M0.0%-0.2%1.505%
2/15/2024Occudo Quantitative Strategies LP11,484$627K0.1%N/A0.020%
2/15/2024Orchard Capital Management LLC313,313$17.11M5.4%+5.3%0.551%
2/15/2024Prelude Capital Management LLC3,876$212K0.0%-41.0%0.007%
2/15/2024Price T Rowe Associates Inc. MD31,242$1.71M0.0%+2.9%0.055%
2/15/2024Profund Advisors LLC6,567$359K0.0%N/A0.012%
2/15/2024Public Sector Pension Investment Board106,623$5.82M0.0%+64.4%0.187%
2/15/2024Bridgeway Capital Management LLC110,400$6.03M0.1%N/A0.194%
2/15/2024Bayesian Capital Management LP17,015$929K0.1%N/A0.030%
2/15/2024Bragg Financial Advisors Inc357,188$19.50M0.9%+1.0%0.628%
2/15/2024Comerica Bank25,111$1.37M0.0%-5.2%0.044%
2/14/2024Royal Bank of Canada136,140$7.43M0.0%+4.5%0.239%
2/14/2024Avenir Corp20,790$1.14M0.1%N/A0.037%
2/14/2024Point72 Asset Management L.P.4,724$258K0.0%-70.0%0.008%
2/14/2024Cubist Systematic Strategies LLC369,759$20.19M0.1%+167.9%0.650%
2/14/2024Putnam Investments LLC137,834$7.53M0.0%-6.5%0.242%
2/14/2024Hancock Whitney Corp3,973$217K0.0%N/A0.007%
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2/14/2024Wasatch Advisors LP1,068,209$58.32M0.3%-11.7%1.877%
2/14/2024Balyasny Asset Management L.P.27,068$1.48M0.0%-36.2%0.048%
2/14/2024Nomura Holdings Inc.100,647$5.50M0.0%N/A0.177%
2/14/2024Basswood Capital Management L.L.C.270,072$14.75M1.0%-59.6%0.475%
2/14/2024State of Tennessee Treasury Department30,092$1.64M0.0%-2.6%0.053%
2/14/2024Verition Fund Management LLC11,675$637K0.0%-25.7%0.021%
2/14/2024Sei Investments Co.44,863$2.45M0.0%-56.4%0.079%
2/14/2024Capital Fund Management S.A.78,401$4.28M0.0%N/A0.138%
2/14/2024Quadrature Capital Ltd7,247$395K0.0%-24.7%0.013%
2/14/2024Scout Investments Inc.146,849$8.02M0.2%+2.7%0.258%
2/14/2024Seven Eight Capital LP12,628$689K0.1%-19.8%0.022%
2/13/2024Envestnet Asset Management Inc.24,472$1.34M0.0%-14.1%0.043%
2/13/2024Northern Trust Corp769,182$42.00M0.0%-1.4%1.352%
2/13/2024American International Group Inc.30,035$1.64M0.0%-3.1%0.053%
2/13/2024Public Employees Retirement Association of Colorado7,253$396K0.0%-68.9%0.013%
2/13/2024Crossmark Global Holdings Inc.3,886$212K0.0%N/A0.007%
2/13/2024Tower Research Capital LLC TRC 4,932$269K0.0%-66.8%0.009%
2/13/2024First Trust Advisors LP70,630$3.86M0.0%+24.9%0.124%
2/13/2024Goldman Sachs Group Inc.795,381$43.43M0.0%+114.1%1.398%
2/13/2024Rafferty Asset Management LLC162,804$8.89M0.0%+170.9%0.286%
2/13/2024The Manufacturers Life Insurance Company 27,688$1.51M0.0%-1.1%0.049%
2/13/2024Jones Financial Companies Lllp2,419$132K0.0%N/A0.004%
2/13/2024KBC Group NV1,565$85K0.0%-59.9%0.003%
2/13/2024California State Teachers Retirement System59,144$3.23M0.0%-0.8%0.104%
2/13/2024FinTrust Capital Advisors LLC815$44K0.0%N/A0.001%
2/12/2024Eagle Asset Management Inc.136,828$7.47M0.0%N/A0.240%
2/12/2024Capstone Investment Advisors LLC4,093$223K0.0%N/A0.007%
2/12/2024TFO Wealth Partners LLC2,714$164K0.0%+90,366.7%0.005%
2/12/2024Olympiad Research LP3,876$212K0.2%-41.0%0.007%
2/12/2024Stifel Financial Corp6,693$365K0.0%-60.0%0.012%
2/12/2024TD Asset Management Inc27,678$1.51M0.0%-5.8%0.049%
2/12/2024Steward Partners Investment Advisory LLC2,762$151K0.0%+11.3%0.005%
2/12/2024JARISLOWSKY FRASER Ltd825,667$45.08M0.3%-2.2%1.451%
2/12/2024Hsbc Holdings PLC32,808$1.81M0.0%N/A0.058%
2/9/2024US Bancorp DE1,321$72K0.0%+265.9%0.002%
2/9/2024Affinity Investment Advisors LLC11,562$631K0.4%N/A0.020%
2/9/2024Bayview Asset Management LLC15,000$819K0.3%-70.0%0.026%
2/9/2024Quest Partners LLC1,830$100K0.0%N/A0.003%
2/9/2024Trexquant Investment LP31,924$1.74M0.0%N/A0.056%
2/9/2024D.A. Davidson & CO.25,264$1.38M0.0%+3.5%0.044%
2/9/2024UBS Group AG66,224$3.62M0.0%+1,051.3%0.116%
2/9/2024PNC Financial Services Group Inc.5,318$290K0.0%+8.0%0.009%
2/9/2024Norges Bank395,108$21.57M0.0%N/A0.694%
2/8/2024Great Lakes Advisors LLC10,331$564K0.0%N/A0.018%
2/8/2024First Eagle Investment Management LLC174,922$9.55M0.0%+59.0%0.307%
2/8/2024 ARGA Investment Management LP10,140$554K0.0%N/A0.018%
2/8/2024Massachusetts Financial Services Co. MA4,799$262K0.0%N/A0.008%
2/7/2024Gratus Capital LLC48,593$2.65M0.1%-0.9%0.085%
2/7/2024Principal Financial Group Inc.268,236$14.65M0.0%-5.3%0.471%
2/7/2024Dimensional Fund Advisors LP2,724,331$148.76M0.0%+5.2%4.788%
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2/7/2024BNP Paribas Financial Markets33,400$1.82M0.0%-43.9%0.059%
2/7/2024Teacher Retirement System of Texas15,550$849K0.0%-61.1%0.027%
2/7/2024Versor Investments LP3,792$207K0.0%N/A0.007%
2/7/2024Van Hulzen Asset Management LLC23,376$1.28M0.1%-26.1%0.041%
2/7/2024Geneva Capital Management LLC728,143$39.76M0.8%+0.1%1.280%
2/6/2024Charles Schwab Investment Management Inc.613,391$33.49M0.0%+1.8%1.078%
2/6/2024Maryland State Retirement & Pension System18,674$1.02M0.0%-3.4%0.033%
2/6/2024National Bank of Canada FI2,793$154K0.0%-8.9%0.005%
2/6/2024Amalgamated Bank20,385$1.11M0.0%-3.9%0.036%
2/6/2024Natixis Advisors L.P.17,081$932K0.0%-8.5%0.030%
(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, 300 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were BlackRock Inc. ($332.74M), Vanguard Group Inc. ($323.99M), Dimensional Fund Advisors LP ($148.76M), State Street Corp ($116.99M), Wasatch Advisors Inc. ($84.98M), Wasatch Advisors LP ($58.32M), and Davis Asset Management L.P. ($56.79M).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 255 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. ($1.10M), State Street Corp ($1.09M), Norges Bank ($943.39K), Goldman Sachs Group Inc. ($912.53K), Jarislowsky Fraser Ltd ($890.49K), Dimensional Fund Advisors LP ($599.30K), and Basswood Capital Management L.L.C. ($539.42K).

How much institutional buying is happening at Axos Financial?

Institutional investors have bought a total of 16,417,648 shares in the last 24 months. This purchase volume represents approximately $976.58M in transactions.

Which Axos Financial major shareholders have been selling company stock?

Of the 187 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: Fred Alger Management LLC ($1.03M), FMR LLC ($876.59K), Robeco Institutional Asset Management B.V. ($490K), Basswood Capital Management L.L.C. ($438.87K), Redwood Investments LLC ($419.33K), BlackRock Inc. ($418.46K), and Vanguard Group Inc. ($349.40K).

How much institutional selling is happening at Axos Financial?

Institutional investors have sold a total of 10,060,099 shares in the last 24 months. This volume of shares sold represents approximately $620.66M in transactions.


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This page (NYSE:AX) was last updated on 4/17/2024 by MarketBeat.com Staff

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