Axos Financial AX Institutional Ownership

Ownership Summary

Axos Financial, Inc. (NYSE:AX) has 377 institutional investors that have filed 13F reports for the period ending March 2026.

• These investors collectively held 6656.7% of Axos Financial's outstanding shares in March 2026, up from 6504.0% in December 2025.
• They increased total shares held in Axos Financial by 20.4% from last quarter, and the number of investors in AX increased 6.8% annually.
• Of these 377 funds, 191 grew their exposure to Axos Financial, 132 cut back, and 54 maintained positions.
• The aggregate institutional position in Axos Financial amounted to 47.73Mn shares as of March 2026, up by 8.09Mn shares quarter on quarter, and down 467.67K shares year over year.
• As of March 31, 2026, BlackRock, Inc. held the largest stake in Axos Financial with 8.32Mn shares, accounting for 1160.57% of total shares outstanding.
• The largest buyers of Axos Financial for the quarter ending March 2026 were VANGUARD PORTFOLIO MANAGEMENT LLC (3.09Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.45Mn), FMR LLC (566.89K), VANGUARD FIDUCIARY TRUST CO (368.24K), Invesco Ltd. (345.36K).
• The largest sales of AX for the quarter ending March 2026 came from Goldman Sachs Group Inc (388.48K), Nuveen, LLC (158.35K), ALGERT GLOBAL LLC (154.96K), Pembroke Management, LTD (139.96K), Edgestream Partners, L.P. (138.3K).
• Business Quant data shows the 10 biggest positions in Axos Financial as of March 2026 are held by BlackRock, Inc. (8.32Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.09Mn), State Street Corp (2.82Mn), AMERICAN CENTURY COMPANIES INC (2.51Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.45Mn), FMR LLC (2.44Mn), DIMENSIONAL FUND ADVISORS LP (2.18Mn), GEODE CAPITAL MANAGEMENT, LLC (1.96Mn), Davis Asset Management, L.P. (1.54Mn), WELLINGTON MANAGEMENT GROUP LLP (837.85K).