Axos Financial AX Institutional Ownership

NYSE AX

$92.66 +0.23 (+0.25%)

At close: Nov 6, 2026 · 4:00 PM EST

Institutions by Trading Activity

387 Institutions

Increased 192 49.6%

Unchanged 70 18.1%

Reduced 125 32.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

84.95%

▲+1.14 pp QoQ

Shares Held by Institutions

48.20Mn

of 56.73Mn outstanding

▲+1.10% QoQ

Shares Outstanding

56.73Mn

8.54Mn held outside 13F filers

Institutional Investors

387

filed 13F for Jun 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

+522.99K

accumulated since last quarter

Value of Holdings

$4.45Bn

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

Updated Nov 4, 2026

Axos Financial, Inc. (NYSE:AX) was held by 387 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors held 84.95% of outstanding shares in Q2 2026, up from 83.81% the quarter before.
Total holdings of Axos Financial shares rose 1.10% from Q1 2026, and the number of holders rose 6.32% from Q2 2025.
Of the 387 holders of AX in Q2 2026, 192 added to their positions, 125 reduced their stakes and 70 left their positions unchanged.
Combined, institutional investors held 48.2Mn shares of AX as of Q2 2026, up 522.99K from the prior quarter and up 4.44Mn from a year earlier.
BlackRock, Inc. held the largest position in AX at 8.39Mn shares as of June 30, 2026, or 14.79% of shares outstanding.
Among existing holders, the largest additions to Axos Financial in Q2 2026 came from FMR LLC (+531.57K shares), Citadel Advisors LLC (+306.96K shares), Arrowstreet Capital, Limited Partnership (+286.79K shares), State Street Corp (+207.21K shares) and American Century Companies Inc (+195.25K shares).
On the other side, among holders that kept a position in Axos Financial, the largest reductions in Q2 2026 came from Wellington Management Group LLP (-367.27K shares), CCG Wealth Management, LLC (-152.9K shares), Geneva Capital Management LLC (-131.07K shares), Squarepoint Ops LLC (-116.83K shares) and Allspring Global Investments Holdings, LLC (-114.89K shares).
Per Business Quant, the top 10 investors in AX for the quarter ended June 30, 2026 were BlackRock, Inc. (8.39Mn shares), Vanguard Portfolio Management LLC (3.14Mn shares), State Street Corp (3.02Mn shares), FMR LLC (2.97Mn shares), American Century Companies Inc (2.71Mn shares), Vanguard Capital Management LLC (2.47Mn shares), Dimensional Fund Advisors LP (2.2Mn shares), Geode Capital Management, LLC (1.97Mn shares), Davis Asset Management, L.P. (1.54Mn shares) and Charles Schwab Investment Management Inc (751.93K shares).

Form 13F Holdings

387 Institutional Holders

Report period 30 Jun, 2026

Total shares held 48.20Mn

Of outstanding 84.95%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	8,389,477	14.79%	▲68,179	+0.82%	$817.05Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,136,801	5.53%	▲46,026	+1.49%	$305.49Mn
3	State Street Corp	0000093751	3,023,908	5.33%	▲207,211	+7.36%	$294.49Mn
4	FMR LLC	0000315066	2,969,246	5.23%	▲531,572	+21.81%	$289.17Mn
5	AMERICAN CENTURY COMPANIES INC	0000748054	2,705,653	4.77%	▲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	3.87%	▲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
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
20	Goldman Sachs Group Inc	0000886982	453,375	0.80%	▲99,686	+28.18%	$44.15Mn

Showing 1 to 20 of 387 holders