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 423 institutions that hold shares in the stock, with a total of 45.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.59 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
|
$648 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
5,928,680
shares
|
$469 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,682,654
shares
|
$212 Million
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,413,512
shares
|
$191 Million
0.11% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,171,772
shares
|
$172 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,713,270
shares
|
$136 Million
0.01% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Nov 14, 2025 Q3 2025 |
1,457,219
shares
|
$115 Million
4.39% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
905,479
shares
|
$71.6 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
866,721
shares
|
$68.6 Million
1.77% of portfolio
|
Q2 2022
Added 11.83%
|
|
|
Geneva Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
738,330
shares
|
$58.4 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
709,777
shares
|
$56.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
689,760
shares
|
$54.6 Million
0.01% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
669,322
shares
|
$53 Million
0.01% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
618,545
shares
|
$48.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
528,912
shares
|
$41.8 Million
1.53% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
474,770
shares
|
$37.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.86%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
445,412
shares
|
$35.2 Million
0.01% of portfolio
|
Q3 2025
Added 18.13%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
443,439
shares
|
$35.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
414,178
shares
|
$32.8 Million
0.01% of portfolio
|
Q3 2025
Added 198.0%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
399,717
shares
|
$31.6 Million
14.01% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
382,183
shares
|
$30.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
380,092
shares
|
$30.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
354,821
shares
|
$28.1 Million
1.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
351,627
shares
|
$27.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
341,262
shares
|
$27 Million
1.65% of portfolio
|
Q3 2025
Reduced 6.25%
|
|