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 383 institutions that hold shares in the stock, with a total of 47.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 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
|
$701 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
6,024,418
shares
|
$515 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
2,925,122
shares
|
$250 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
2,449,370
shares
|
$210 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
2,151,229
shares
|
$184 Million
0.09% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,546,008
shares
|
$132 Million
0.01% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
May 12, 2025 Q1 2025 |
1,457,219
shares
|
$125 Million
3.93% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
1,014,056
shares
|
$86.8 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
866,721
shares
|
$74.2 Million
1.77% of portfolio
|
Q2 2022
Added 11.83%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
730,135
shares
|
$62.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
697,248
shares
|
$59.7 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
681,878
shares
|
$58.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
657,782
shares
|
$56.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
618,545
shares
|
$52.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
605,933
shares
|
$51.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
601,529
shares
|
$51.5 Million
0.01% of portfolio
|
Q1 2025
Added 192.52%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
546,190
shares
|
$46.7 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Emerald Advisers, LLC
|
May 01, 2025 Q1 2025 |
533,586
shares
|
$45.7 Million
1.71% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
504,815
shares
|
$43.2 Million
0.04% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
429,898
shares
|
$36.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
423,078
shares
|
$36.2 Million
13.48% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
386,660
shares
|
$33.1 Million
0.19% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
377,079
shares
|
$32.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
364,026
shares
|
$31.1 Million
1.91% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
356,161
shares
|
$30.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.26%
|