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 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
356,161
shares
|
$32.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
354,072
shares
|
$32.3 Million
0.99% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
327,788
shares
|
$29.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
312,070
shares
|
$28.5 Million
0.5% of portfolio
|
Q2 2025
Added 40.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
295,436
shares
|
$26.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
May 01, 2025 Q1 2025 |
283,759
shares
|
$25.9 Million
3.68% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Pembroke Management, LTD
|
Aug 07, 2025 Q2 2025 |
266,983
shares
|
$24.4 Million
2.53% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
263,972
shares
|
$24.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
248,962
shares
|
$22.7 Million
0.48% of portfolio
|
Q2 2025
Added 27.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
235,766
shares
|
$21.5 Million
0.02% of portfolio
|
Q2 2025
Added 34.61%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Aug 14, 2025 Q2 2025 |
220,216
shares
|
$20.1 Million
13.25% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
207,287
shares
|
$18.9 Million
0.07% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2025 Q2 2025 |
192,038
shares
|
$17.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
180,105
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
165,283
shares
|
$15.1 Million
0.36% of portfolio
|
Q2 2025
Added 199.71%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
164,283
shares
|
$15 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
161,309
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
160,222
shares
|
$14.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
159,604
shares
|
$14.6 Million
0.01% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
158,801
shares
|
$14.5 Million
0.02% of portfolio
|
Q2 2025
Added 33.13%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
156,351
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Added 42.27%
|
|
|
Gator Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
153,230
shares
|
$14 Million
3.69% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
145,962
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
143,423
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
140,802
shares
|
$12.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.68%
|