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 400 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 $2.99 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
|
$520 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
6,129,602
shares
|
$389 Million
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,327,720
shares
|
$211 Million
0.01% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,579,398
shares
|
$164 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
1,874,779
shares
|
$119 Million
0.08% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,488,259
shares
|
$94.5 Million
0.01% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Feb 14, 2025 Q4 2024 |
1,457,219
shares
|
$92.5 Million
4.18% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
1,057,576
shares
|
$67.1 Million
0.37% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
866,721
shares
|
$55 Million
1.77% of portfolio
|
Q2 2022
Added 11.83%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
742,837
shares
|
$47.2 Million
0.01% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
704,632
shares
|
$44.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
699,900
shares
|
$44.4 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
677,687
shares
|
$43 Million
0.01% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
677,546
shares
|
$43 Million
0.01% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
671,123
shares
|
$42.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
618,545
shares
|
$39.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Emerald Advisers, LLC
|
May 01, 2025 Q1 2025 |
533,586
shares
|
$33.9 Million
1.71% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
484,561
shares
|
$30.8 Million
0.01% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
439,734
shares
|
$27.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
427,085
shares
|
$27.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
423,078
shares
|
$26.9 Million
13.48% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
410,590
shares
|
$26.1 Million
0.0% of portfolio
|
Q4 2024
Added 45.78%
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
404,939
shares
|
$25.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 34.09%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
398,364
shares
|
$25.3 Million
1.15% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
383,655
shares
|
$24.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 18.28%
|