Axos Financial, Inc. (AX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

57,836,486Shares Outstanding

2,123,437Shares held by institutions

$206,567,951Value of institutional holdings

67.70%Institutional ownership %

3.33%Shares Changed QoQ

288No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 288 institutional investors hold a position in Axos Financial, Inc. (NYSE:AX).

These investors collectively held 67.7% of the company's total shares outstanding in December 2025, down from 77.9% in September 2025.
The company experienced a 3.33% quarterly change in institutional shares held, alongside a decrease of 18.41% in total owners annually.
The latest 13F cycle for Axos Financial reveals that of 288 total investors, 144 funds grew their exposure, whereas 92 reduced theirs and 52 made no changes.
This class of investors increased its holdings in Axos Financial to 39.15Mn shares for the 13F-cycle ending December 2025, up by 1.26Mn shares quarter on quarter, and down 8.32Mn shares year over year.
As of December 31, 2025, BlackRock, Inc. held Axos Financial's largest shareholding position with over 8.33Mn shares, representing 14.40% of total outstanding shares.
Among the most significant buyers of Axos Financial during December 2025 were 1832 Asset Management L.P. (375.39K), BlackRock, Inc. (176.95K), GOLDMAN SACHS GROUP INC (133.53K), Squarepoint Ops LLC (128.40K), Cerity Partners LLC (98.23K).
Leading sellers of Axos Financial stock in December 2025 included WASATCH ADVISORS LP (287.77K), GENEVA CAPITAL MANAGEMENT LLC (78.47K), JANE STREET GROUP, LLC (52.81K), LOOMIS SAYLES & CO L P (45.42K), Nuveen, LLC (34.69K).
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), GEODE CAPITAL MANAGEMENT, LLC (1.78Mn), Davis Asset Management, L.P. (1.46Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (721.57K), GENEVA CAPITAL MANAGEMENT LLC (659.86K), WASATCH ADVISORS LP (617.71K).

288 Institutional Holders

2,123,437 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
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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	721,572	52,250	7.81%	$62,170,644.00
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
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
1832 Asset Management L.P.	31 Dec, 2025	375,392	375,392	0.00%	$32,343,775.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	371,086	133,529	56.21%	$31,972,770.00
Bragg Financial Advisors, Inc	31 Dec, 2025	355,459	638	0.18%	$30,626,348.00
Boston Partners	31 Dec, 2025	349,273	-30,819	-8.11%	$30,394,751.00

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