Axos Financial AX Institutional Ownership

NYSE AX

$86.68 +0.39 (+0.46%)

As of: Sep 30, 2026 · 3:59 PM EDT

Institutions by Trading Activity

385 Institutions

Increased 193 50.1%

Unchanged 69 17.9%

Reduced 123 31.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

86.38%

▲+2.34 pp QoQ

Shares Held by Institutions

48.94Mn

of 56.66Mn outstanding

▲+4.19% QoQ

Shares Outstanding

56.66Mn

7.72Mn held outside 13F filers

Institutional Investors

385

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+1.97Mn

accumulated since last quarter

Value of Holdings

$4.22Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Axos Financial, Inc. (NYSE:AX) has 384 institutional investors with active 13F positions as of June 2026.

These investors held 86.4% of outstanding shares in June 2026, up from 84.0% in March 2026.
They increased total shares held in AX by 4.19% quarter over quarter, and investors in Axos Financial increased 5.79% from a year ago.
During the quarter, 192 of these 384 funds increased positions in AX, 123 reduced exposure, and 69 held steady.
Institutional investors collectively held 48.93Mn shares in Axos Financial as of June 2026, up by 1.97Mn shares quarter on quarter, and up 5.18Mn shares year over year.
BlackRock, Inc. leads ownership in AX with 8.39Mn shares as of June 30, 2026, equal to 14.81% of outstanding shares.
Top purchasers of AX stock for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (751.93K), FMR LLC (531.57K), CITADEL ADVISORS LLC (306.96K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (286.79K), State Street Corp (207.21K).
The biggest sellers of Axos Financial for the quarter ending June 2026 included WELLINGTON MANAGEMENT GROUP LLP (367.27K), CCG WEALTH MANAGEMENT, LLC (152.9K), GENEVA CAPITAL MANAGEMENT LLC (131.07K), Squarepoint Ops LLC (116.83K), Allspring Global Investments Holdings, LLC (114.88K).
Business Quant data shows the 10 biggest positions in Axos Financial as of June 2026 are held by BlackRock, Inc. (8.39Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.14Mn), State Street Corp (3.02Mn), FMR LLC (2.97Mn), AMERICAN CENTURY COMPANIES INC (2.71Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.47Mn), DIMENSIONAL FUND ADVISORS LP (2.2Mn), GEODE CAPITAL MANAGEMENT, LLC (1.97Mn), Davis Asset Management, L.P. (1.54Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (751.93K).

Form 13F Holdings

384 Institutional Holders

Report period 30 Jun, 2026

Total shares held 48.94Mn

Of outstanding 86.38%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	8,389,477	14.81%	▲68,179	+0.82%	$817.05Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,136,801	5.54%	▲46,026	+1.49%	$305.49Mn
3	State Street Corp	0000093751	3,023,908	5.34%	▲207,211	+7.36%	$294.49Mn
4	FMR LLC	0000315066	2,969,246	5.24%	▲531,572	+21.81%	$289.17Mn
5	AMERICAN CENTURY COMPANIES INC	0000748054	2,705,653	4.78%	▲195,246	+7.78%	$263.50Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,466,744	4.35%	▲12,670	+0.52%	$240.24Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	2,197,135	3.88%	▲20,132	+0.92%	$213.98Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,967,141	3.47%	▲8,711	+0.44%	$194.12Mn
9	Davis Asset Management, L.P.	0001945894	1,535,219	2.71%	0	0.00%	$149.51Mn
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	751,934	1.33%	▲19,853	+2.71%	$73.23Mn
10	Sixth Street Partners Management Company, L.P.	0001812095	751,934	1.33%	▲751,934	0.00%	$73.23Mn
11	Franklin Templeton Inc	0000038777	714,462	1.26%	▼40,532	-5.37%	$69.58Mn
12	Northern Trust Corp	0000073124	710,371	1.25%	▲25,659	+3.75%	$69.18Mn
13	Ameriprise Financial Inc	0000820027	654,362	1.15%	▼54,127	-7.64%	$63.73Mn
14	Invesco Ltd.	0000914208	617,610	1.09%	▲71,304	+13.05%	$60.15Mn
15	Morgan Stanley	0000895421	591,123	1.04%	▲47,496	+8.74%	$57.57Mn
16	EMERALD ADVISERS, LLC	0001015083	536,162	0.95%	▲39,930	+8.05%	$52.22Mn
17	WASATCH ADVISORS LP	0000814133	515,576	0.91%	▼100,805	-16.35%	$50.21Mn
18	GENEVA CAPITAL MANAGEMENT LLC	0001009232	477,009	0.84%	▼131,072	-21.56%	$46.46Mn
19	WELLINGTON MANAGEMENT GROUP LLP	0000902219	470,586	0.83%	▼367,267	-43.83%	$45.83Mn

Showing 1 to 20 of 384 holders