Axos Financial, Inc. (AX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

57,913,402Shares Outstanding
1,945,774Shares held by institutions
$168,815,352Value of institutional holdings
77.89%Institutional ownership %
2.37%Shares Changed QoQ
374No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of September 2025 show that 374 institutional investors hold a position in Axos Financial, Inc. (NYSE:AX).

374 Institutional Holders

1,945,774 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 30 Sep, 2025 8,153,348 189,374 2.38% $690,180,907.00
VANGUARD GROUP INC 30 Sep, 2025 5,928,680 -11,239 -0.19% $501,862,762.00
STATE STREET CORP 30 Sep, 2025 2,682,654 30,176 1.14% $227,086,661.00
AMERICAN CENTURY COMPANIES INC 30 Sep, 2025 2,413,512 35,391 1.49% $204,303,791.00
DIMENSIONAL FUND ADVISORS LP 30 Sep, 2025 2,171,772 -155,758 -6.69% $183,847,629.00
GEODE CAPITAL MANAGEMENT, LLC 30 Sep, 2025 1,713,270 191,646 12.59% $146,518,355.00
Davis Asset Management, L.P. 30 Sep, 2025 1,457,219 0 0.00% $123,353,588.00
FMR LLC 30 Sep, 2025 1,391,601 1,206,971 653.72% $117,799,049.00
WASATCH ADVISORS LP 30 Sep, 2025 905,479 -3,576 -0.39% $76,648,797.00
GENEVA CAPITAL MANAGEMENT LLC 30 Sep, 2025 738,330 -1,044 -0.14% $62,499,649.00
AMERIPRISE FINANCIAL INC 30 Sep, 2025 709,777 -30,875 -4.17% $60,082,775.00
NORTHERN TRUST CORP 30 Sep, 2025 689,760 10,097 1.49% $58,388,186.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30 Sep, 2025 669,322 24,748 3.84% $56,658,107.00
EMERALD ADVISERS, LLC 30 Sep, 2025 528,912 -24,679 -4.46% $44,772,401.00
MORGAN STANLEY 30 Sep, 2025 474,770 -125,133 -20.86% $40,189,384.00
WELLINGTON MANAGEMENT GROUP LLP 30 Sep, 2025 445,412 68,346 18.13% $37,704,126.00
Nuveen, LLC 30 Sep, 2025 443,439 -74,409 -14.37% $37,537,112.00
FRANKLIN RESOURCES INC 30 Sep, 2025 414,178 275,191 198.00% $35,060,168.00
SHAKER INVESTMENTS LLC/OH 30 Sep, 2025 399,717 -10,655 -2.60% $33,836,044.00
Bank of New York Mellon Corp 30 Sep, 2025 391,415 6,912 1.80% $33,133,251.00