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 336 institutions that hold shares in the stock, with a total of 47.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
8,265,413
shares
|
$445 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
5,870,571
shares
|
$316 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
3,326,617
shares
|
$179 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
2,685,234
shares
|
$145 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
Davis Asset Management, L.P.
Sausalito, CA |
May 13, 2024 Q1 2024 |
1,500,000
shares
|
$80.8 Million
3.72% of portfolio
|
Q3 2023
Added 5.26%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
1,361,962
shares
|
$73.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
1,273,728
shares
|
$68.6 Million
0.01% of portfolio
|
Q1 2024
Added 11.13%
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
1,228,254
shares
|
$66.2 Million
0.04% of portfolio
|
Q1 2024
Added 26.48%
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Apr 18, 2024 Q1 2024 |
1,040,022
shares
|
$56 Million
0.3% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
866,721
shares
|
$46.7 Million
1.77% of portfolio
|
Q2 2022
Added 11.83%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
858,934
shares
|
$46.3 Million
0.01% of portfolio
|
Q1 2024
Added 0.31%
|
|
Geneva Capital Management LLC
|
May 03, 2024 Q1 2024 |
723,960
shares
|
$39 Million
0.7% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
722,646
shares
|
$38.9 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
714,215
shares
|
$38.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.15%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
684,547
shares
|
$36.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.4%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
683,266
shares
|
$36.8 Million
0.01% of portfolio
|
Q1 2024
Added 11.39%
|
|
Jarislowsky, Fraser LTD
|
May 13, 2024 Q1 2024 |
651,835
shares
|
$35.1 Million
0.2% of portfolio
|
Q1 2024
Reduced 21.05%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
588,369
shares
|
$31.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
Shaker Investments LLC
|
Apr 25, 2024 Q1 2024 |
466,277
shares
|
$25.1 Million
10.75% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Loomis Sayles & CO L P
|
May 14, 2024 Q1 2024 |
463,915
shares
|
$25 Million
0.04% of portfolio
|
Q1 2024
Added 11.21%
|
|
Emerald Advisers, LLC
|
May 08, 2024 Q1 2024 |
457,424
shares
|
$24.6 Million
1.05% of portfolio
|
Q1 2024
Added 28.3%
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2024 Q1 2024 |
441,778
shares
|
$23.8 Million
0.09% of portfolio
|
Q1 2024
Added 16.97%
|
|
Rice Hall James & Associates, LLC
|
Apr 23, 2024 Q1 2024 |
388,256
shares
|
$20.9 Million
1.28% of portfolio
|
Q1 2024
Reduced 15.17%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2024 Q1 2024 |
358,528
shares
|
$19.3 Million
0.88% of portfolio
|
Q1 2024
Added 0.38%
|
|
Emerald Mutual Fund Advisers Trust
|
May 08, 2024 Q1 2024 |
348,910
shares
|
$18.8 Million
1.04% of portfolio
|
Q1 2024
Added 16.58%
|