Institutional Ownership Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX). We have compiled data on the 376 institutions that hold shares in the stock, with a total of 47.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,193,599
shares
|
$594 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
6,079,907
shares
|
$441 Million
0.01% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,178,708
shares
|
$230 Million
0.01% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
2,619,567
shares
|
$190 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
1,710,827
shares
|
$124 Million
0.06% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
1,500,000
shares
|
$109 Million
3.87% of portfolio
|
Q3 2023
Added 5.26%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,444,756
shares
|
$105 Million
0.01% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
1,154,737
shares
|
$83.7 Million
0.36% of portfolio
|
Q3 2024
Added 33.99%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
866,721
shares
|
$62.8 Million
1.77% of portfolio
|
Q2 2022
Added 11.83%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
805,808
shares
|
$58.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
714,846
shares
|
$51.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
709,630
shares
|
$51.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
708,520
shares
|
$51.3 Million
0.76% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
694,594
shares
|
$50.3 Million
0.0% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
672,842
shares
|
$48.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
628,317
shares
|
$45.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
623,308
shares
|
$45.2 Million
0.01% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
614,338
shares
|
$44.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
505,544
shares
|
$36.6 Million
1.32% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
469,471
shares
|
$34 Million
0.11% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
453,425
shares
|
$32.9 Million
0.04% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
453,031
shares
|
$32.8 Million
0.01% of portfolio
|
Q3 2024
Added 55.98%
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
439,653
shares
|
$31.9 Million
11.55% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
426,743
shares
|
$30.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
422,460
shares
|
$30.6 Million
1.5% of portfolio
|
Q3 2024
Added 10.51%
|