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Axos Financial (AX) Institutional Ownership

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$87.79 -1.34 (-1.50%)
Closing price 09/23/2026 03:59 PM Eastern
Extended Trading
$87.61 -0.18 (-0.21%)
As of 06:13 AM 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)
217
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$280.58M
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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
9/11/2026 Bullseye Investment Management LLC15,786$1.54M0.8%N/A0.028%
9/9/2026 Tidal Investments LLC2,203$215K0.0%N/A0.004%
9/9/2026 Van Hulzen Asset Management LLC13,424$1.31M0.1%-17.0%0.024%
9/9/2026 Engineers Gate Manager LP11,663$1.14M0.0%+6.0%0.021%
9/9/2026 Integrated Wealth Concepts LLC820$80K0.0%N/A0.001%
9/9/2026 NewEdge Advisors LLC900$88K0.0%-18.6%0.002%
9/9/2026 IFP Advisors Inc888$86K0.0%+75.1%0.002%
9/9/2026 Squarepoint Ops LLC63,581$6.19M0.0%-64.8%0.112%
9/9/2026 Arcus Capital Partners LLC2,775$270K0.1%+5.3%0.005%
9/8/2026 Arizona State Retirement System14,075$1.37M0.0%-4.9%0.025%
9/8/2026 Empirical Finance LLC152,847$14.89M0.6%-14.3%0.269%
8/27/2026 Corient Private Wealth LP18,403$1.79M0.0%+545.9%0.032%
8/26/2026 HighTower Advisors LLC4,994$486K0.0%-15.2%0.009%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al13,155$1.28M0.0%N/A0.023%
8/22/2026 TD Waterhouse Canada Inc.10,650$1.06M0.0%-2.0%0.019%
8/22/2026 Concurrent Investment Advisors LLC7,726$752K0.0%-6.0%0.014%
8/21/2026 B. Metzler seel. Sohn & Co. AG12,628$1.23M0.0%-2.7%0.022%
8/20/2026 Two Sigma Securities LLC2,874$280K0.0%N/A0.005%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC92,990$9.06M0.0%-1.8%0.163%
8/19/2026 Hsbc Holdings PLC10,018$970K0.0%+227.4%0.018%
8/19/2026 Wellington Management Group LLP470,586$45.83M0.0%-43.8%0.827%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt44,700$4.35M0.1%N/A0.079%
8/18/2026 Empowered Funds LLC251,087$24.45M0.1%N/A0.441%
8/18/2026 Formula Growth Ltd.30,624$2.98M1.0%N/A0.054%
8/18/2026Jefferies Financial Group Inc.2,187$213K0.0%N/A0.004%
8/18/2026 Public Employees Retirement System of Ohio484$47K0.0%N/A0.001%
8/17/2026 Capstone Investment Advisors LLC2,118$206K0.0%N/A0.004%
8/17/2026 Transamerica Financial Advisors LLC1,206$117K0.0%N/A0.002%
8/17/2026 Corient Private Wealth LP17,674$1.72M0.0%N/A0.031%
8/17/2026 Bank of America Corp DE168,773$16.44M0.0%N/A0.297%
8/15/2026 Freestone Grove Partners LP4,612$449K0.0%N/A0.008%
8/15/2026 Western Wealth Management LLC4,800$467K0.0%N/A0.008%
8/15/2026 Jupiter Topco LLC23,907$2.33M0.0%N/A0.042%
8/14/2026 Hsbc Holdings PLC10,018$970K0.0%N/A0.018%
8/14/2026 Canada Pension Plan Investment Board4,000$390K0.0%N/A0.007%
8/14/2026 Osterweis Capital Management Inc.165,685$16.14M0.8%N/A0.291%
8/14/2026 Ategra Capital Management LLC113,765$11.08M5.0%N/A0.200%
8/14/2026 Legal & General Group Plc127,673$12.43M0.0%N/A0.224%
8/14/2026 The Manufacturers Life Insurance Company29,440$2.87M0.0%N/A0.052%
8/14/2026 Van Hulzen Asset Management LLC13,424$1.31M0.1%N/A0.024%
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8/14/2026 Fiduciary Financial Advisors971$94K0.0%N/A0.002%
8/14/2026 Cetera Trust Company N.A5,620$547K0.3%N/A0.010%
8/14/2026 Algert Global LLC157,663$15.36M0.2%-17.8%0.277%
8/13/2026 Sanctuary Advisors LLC4,109$400K0.0%N/A0.007%
8/13/2026 Davis Asset Management L.P.1,535,219$149.52M3.8%N/A2.699%
8/12/2026 Foyston Gordon & Payne Inc5,282$514K0.1%N/A0.009%
8/12/2026 Quantbot Technologies LP24,231$2.36M0.1%N/A0.043%
8/12/2026 Evolve Private Wealth LLC14,380$1.40M0.1%N/A0.025%
8/12/2026 Orchard Capital Management LLC22,491$2.19M2.1%N/A0.040%
8/12/2026 Ieq Capital LLC9,540$929K0.0%N/A0.017%
8/12/2026 Keebeck Wealth Management6,185$602K0.1%N/A0.011%
8/11/2026 B. Metzler seel. Sohn & Co. AG12,628$1.23M0.0%N/A0.022%
8/11/2026 Vise Technologies Inc.3,544$345K0.0%N/A0.006%
8/10/2026 Csenge Advisory Group11,370$1.11M0.0%N/A0.020%
8/10/2026 Denali Advisors LLC24,134$2.35M0.2%N/A0.042%
8/10/2026 Great Lakes Advisors LLC10,262$999K0.0%N/A0.018%
8/7/2026 BlackRock Inc.8,389,477$817.05M0.0%N/A14.749%
8/7/2026 Pallas Capital Advisors LLC4,238$413K0.0%N/A0.007%
8/7/2026 Deutsche Bank AG57,785$5.63M0.0%N/A0.102%
8/6/2026 Global Retirement Partners LLC1,876$183K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp378,027$36.82M0.0%N/A0.665%
8/6/2026 State of Wyoming1,095$107K0.0%N/A0.002%
8/3/2026 Summit Global Investments6,778$660K0.0%N/A0.012%
7/10/2026 Wasatch Advisors LP515,576$50.21M0.3%-16.4%0.906%
7/7/2026 GAMMA Investing LLC2,427$236K0.0%+6.6%0.004%
7/2/2026 Versant Capital Management Inc708$69K0.0%+77.9%0.001%
6/18/2026 Western Wealth Management LLC4,854$413K0.0%N/A0.009%
6/1/2026 Keel Point LLC11,397$970K0.1%-10.5%0.020%
5/21/2026 Argent Capital Management LLC93,929$7.99M0.3%+105.3%0.165%
5/19/2026 Western Wealth Management LLC4,854$413K0.0%N/A0.009%
5/19/2026 Bank of America Corp DE221,656$18.86M0.0%+68.5%0.390%
5/19/2026 Edgestream 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%
5/18/2026 Amundi3,047$259K0.0%N/A0.005%
5/18/2026 EverSource Wealth Advisors LLC767$65K0.0%+42.8%0.001%
5/18/2026 California State Teachers Retirement System62,401$5.31M0.0%+22.2%0.110%
5/18/2026 Royal Bank of Canada98,217$8.36M0.0%-1.5%0.173%
5/18/2026 Empowered Funds LLC216,366$18.41M0.1%+74.7%0.380%
5/16/2026 The Manufacturers Life Insurance Company26,731$2.28M0.0%-2.3%0.047%
5/16/2026 Quantinno Capital Management LP56,525$4.81M0.0%+236.5%0.099%
5/15/2026 Empirical Finance LLC178,281$15.17M0.7%+86.6%0.313%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund51,756$4.40M0.0%-8.2%0.091%
5/14/2026 Keebeck Wealth Management6,509$554K0.1%+10.6%0.011%
5/14/2026 Arrowstreet Capital Limited Partnership122,888$10.46M0.0%+8.5%0.216%
5/14/2026 Oak Associates Ltd. OH7,059$601K0.0%+3.9%0.012%
5/14/2026 Sei Investments Co.25,993$2.21M0.0%-4.3%0.046%
5/14/2026 Lido Advisors LLC7,060$601K0.0%+14.8%0.012%
5/14/2026 State of Wyoming350$30K0.0%N/A0.001%
5/13/2026 Militia Capital Management LLC100,000$8.51M1.9%N/A0.176%
5/13/2026 CI Investments Inc.85,017$7.23M0.0%-7.4%0.149%
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5/13/2026 First Trust Advisors LP63,111$5.37M0.0%+8.1%0.111%
5/8/2026 Summit Global Investments5,436$463K0.0%-61.7%0.010%
5/7/2026 WCM Investment Management LLC95,366$7.90M0.0%+36.3%0.168%
5/7/2026 Dimensional Fund Advisors LP2,177,003$185.23M0.0%+0.3%3.827%
5/7/2026 KBC Group NV1,983$169K0.0%+24.6%0.003%
5/7/2026 Swiss National Bank106,400$9.05M0.0%+0.4%0.187%
5/6/2026 Bessemer Group Inc.84,354$7.18M0.0%+30.3%0.148%
5/6/2026 Allspring Global Investments Holdings LLC432,739$37.20M0.1%+38.2%0.761%
5/5/2026 Kestrel Investment Management Corp95,150$8.10M4.9%-1.0%0.167%
5/5/2026 D.A. Davidson & CO.26,580$2.26M0.0%-1.5%0.047%


AX Institutional Ownership - Frequently Asked Questions

During the previous two years, 401 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 342 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 14,723,850 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 3,199,262 shares in the last 24 months. This volume of shares sold represents approximately $280.58M in transactions.


Related Companies

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 9/11/2026. New 13F filings are added each quarter as they're published.
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