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 405 institutions that hold shares in the stock, with a total of 46.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$721 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
5,939,919
shares
|
$523 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,652,478
shares
|
$234 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
2,378,121
shares
|
$209 Million
0.1% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,327,530
shares
|
$205 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,521,624
shares
|
$134 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Aug 12, 2025 Q2 2025 |
1,457,219
shares
|
$128 Million
4.31% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
909,055
shares
|
$80 Million
0.37% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
866,721
shares
|
$76.3 Million
1.77% of portfolio
|
Q2 2022
Added 11.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
740,652
shares
|
$65.2 Million
0.01% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Geneva Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
739,374
shares
|
$65.1 Million
0.96% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
679,663
shares
|
$59.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
644,574
shares
|
$56.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
618,545
shares
|
$54.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
599,903
shares
|
$52.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Emerald Advisers, LLC
|
Aug 04, 2025 Q2 2025 |
553,591
shares
|
$48.7 Million
1.66% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
517,848
shares
|
$45.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
483,001
shares
|
$42.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Shaker Investments LLC
|
Jul 31, 2025 Q2 2025 |
410,372
shares
|
$36.1 Million
13.14% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
396,654
shares
|
$34.9 Million
0.02% of portfolio
|
Q2 2025
Added 151.65%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
386,660
shares
|
$34 Million
0.19% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
381,931
shares
|
$33.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.34%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
377,066
shares
|
$33.2 Million
0.01% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
364,970
shares
|
$32.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Aug 04, 2025 Q2 2025 |
364,026
shares
|
$32.1 Million
1.88% of portfolio
|
Q1 2025
Added 0.17%
|