Axos Financial, Inc. (AX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

58,169,427Shares Outstanding

2,187,664Shares held by institutions

$213,428,500Value of institutional holdings

78.12%Institutional ownership %

3.67%Shares Changed QoQ

354No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 354 institutional investors hold a position in Axos Financial, Inc. (NYSE:AX).

Institutional ownership in Axos Financial edged up to 78.1% in December 2025, compared to 77.4% in September 2025.
Institutional share ownership changed by 3.67% QoQ, while the number of institutional owners saw an increase of 0.28% YoY.
A review of institutional activity for Axos Financial shows 180 of 354 filers increasing their positions, while 117 reduced their stake, and 57 remained unchanged.
The aggregate institutional position in Axos Financial now stands at 45.44Mn shares as of December 2025, after investors increased their holdings (up by 1.61Mn shares quarter on quarter which is down 2.03Mn shares year over year).
With 8.33Mn shares, BlackRock, Inc. commands the largest institutional position in Axos Financial as of December 31, 2025, equating to 14.32% of the company.
Among the most significant buyers of Axos Financial during December 2025 were FMR LLC (479.18K), 1832 Asset Management L.P. (375.39K), BlackRock, Inc. (176.95K), GOLDMAN SACHS GROUP INC (133.53K), Squarepoint Ops LLC (128.40K).
Leading sellers of Axos Financial stock in December 2025 included WASATCH ADVISORS LP (287.77K), TWO SIGMA INVESTMENTS, LP (110.99K), GENEVA CAPITAL MANAGEMENT LLC (78.47K), BOOTHBAY FUND MANAGEMENT, LLC (71.72K), JANE STREET GROUP, LLC (52.81K).
The top 10 institutional holders of Axos Financial for the quarter ending December 2025 included BlackRock, Inc. (8.33Mn), VANGUARD GROUP INC (5.90Mn), STATE STREET CORP (2.70Mn), AMERICAN CENTURY COMPANIES INC (2.47Mn), DIMENSIONAL FUND ADVISORS LP (2.17Mn), FMR LLC (1.87Mn), GEODE CAPITAL MANAGEMENT, LLC (1.78Mn), Davis Asset Management, L.P. (1.46Mn), AMERIPRISE FINANCIAL INC (753.60K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (721.57K).

354 Institutional Holders

2,187,664 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	8,330,302	176,954	2.17%	$717,738,822.00
VANGUARD GROUP INC	31 Dec, 2025	5,897,415	-31,265	-0.53%	$508,121,276.00
STATE STREET CORP	31 Dec, 2025	2,696,323	13,669	0.51%	$232,315,190.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	2,474,755	61,243	2.54%	$213,224,891.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,169,494	-2,278	-0.10%	$186,925,598.00
FMR LLC	31 Dec, 2025	1,870,781	479,180	34.43%	$161,186,527.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,775,539	62,269	3.63%	$154,686,519.00
Davis Asset Management, L.P.	31 Dec, 2025	1,457,219	0	0.00%	$125,553,989.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	753,598	43,821	6.17%	$64,930,185.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	721,572	52,250	7.81%	$62,170,644.00
NORTHERN TRUST CORP	31 Dec, 2025	665,033	-24,727	-3.58%	$57,299,244.00
GENEVA CAPITAL MANAGEMENT LLC	31 Dec, 2025	659,859	-78,471	-10.63%	$56,853,484.00
WASATCH ADVISORS LP	31 Dec, 2025	617,711	-287,768	-31.78%	$53,221,980.00
MORGAN STANLEY	31 Dec, 2025	563,890	89,120	18.77%	$48,584,850.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	528,300	82,888	18.61%	$45,518,328.00
EMERALD ADVISERS, LLC	31 Dec, 2025	521,379	-7,533	-1.42%	$44,922,015.00
FRANKLIN RESOURCES INC	31 Dec, 2025	455,161	40,983	9.90%	$39,216,672.00
Nuveen, LLC	31 Dec, 2025	408,747	-34,692	-7.82%	$35,217,641.00
SHAKER INVESTMENTS LLC/OH	31 Dec, 2025	378,670	-21,047	-5.27%	$32,626,207.00
Bank of New York Mellon Corp	31 Dec, 2025	377,805	-13,610	-3.48%	$32,551,647.00

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