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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
353,950
shares
|
$30.3 Million
0.95% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
347,799
shares
|
$29.8 Million
0.01% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
343,267
shares
|
$29.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.35%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
327,238
shares
|
$28 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.47%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
May 01, 2025 Q1 2025 |
283,759
shares
|
$24.3 Million
3.68% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Pembroke Management, LTD
|
May 14, 2025 Q1 2025 |
274,572
shares
|
$23.5 Million
2.65% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
271,553
shares
|
$23.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
May 15, 2025 Q1 2025 |
235,093
shares
|
$20.1 Million
11.79% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
221,730
shares
|
$19 Million
0.35% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
Voss Capital, LLC
Houston, TX |
May 14, 2025 Q1 2025 |
207,704
shares
|
$17.8 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
May 14, 2025 Q1 2025 |
201,143
shares
|
$17.2 Million
0.07% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
197,341
shares
|
$16.9 Million
0.06% of portfolio
|
Q1 2025
Added 46.02%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
195,035
shares
|
$16.7 Million
0.32% of portfolio
|
Q1 2025
Added 193.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
182,729
shares
|
$15.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
175,146
shares
|
$15 Million
0.01% of portfolio
|
Q1 2025
Added 38.85%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
172,929
shares
|
$14.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
171,790
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
167,110
shares
|
$14.3 Million
0.0% of portfolio
|
Q1 2025
Added 29.42%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
166,994
shares
|
$14.3 Million
0.02% of portfolio
|
Q1 2025
Added 24.95%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
164,073
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Added 103.13%
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
162,272
shares
|
$13.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
157,621
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
156,646
shares
|
$13.4 Million
0.01% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Gator Capital Management, LLC
|
May 13, 2025 Q1 2025 |
153,230
shares
|
$13.1 Million
3.83% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
151,510
shares
|
$13 Million
0.0% of portfolio
|
Q1 2025
Added 14.08%
|