Axos Financial, Inc. - COMMON STOCK (AX) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
AX on NYSE
Shares outstanding
56,435,702
Price per share
$86.16
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
45,067,734
Total reported value
$3,816,247,837
% of total 13F portfolios
0.01%
Share change
+208,566
Value change
+$20,755,950
Number of holders
374
Price from insider filings
$86.16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Axos Financial, Inc. - COMMON STOCK (AX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
STATE STREET CORP 4.7% $183,074,032 2,652,478 STATE STREET CORPORATION 30 Jun 2025

As of 30 Sep 2025, 374 institutional investors reported holding 45,067,734 shares of Axos Financial, Inc. - COMMON STOCK (AX). This represents 80% of the company’s total 56,435,702 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Axos Financial, Inc. - COMMON STOCK (AX) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 8,153,348 +2.4% 0.01% $690,180,907
VANGUARD GROUP INC 11% 5,928,680 -0.19% 0.01% $501,862,762
STATE STREET CORP 4.8% 2,682,654 +1.1% 0.01% $227,086,661
AMERICAN CENTURY COMPANIES INC 4.3% 2,413,512 +1.5% 0.1% $204,303,791
DIMENSIONAL FUND ADVISORS LP 3.8% 2,171,772 -6.7% 0.04% $183,847,629
GEODE CAPITAL MANAGEMENT, LLC 3% 1,713,270 +13% 0.01% $146,518,355
Davis Asset Management, L.P. 2.6% 1,457,219 0% 4.4% $123,353,588
FMR LLC 2.5% 1,391,601 +654% 0.01% $117,799,049
WASATCH ADVISORS LP 1.6% 905,479 -0.39% 0.41% $76,648,797
GENEVA CAPITAL MANAGEMENT LLC 1.3% 738,330 -0.14% 1.1% $62,499,649
AMERIPRISE FINANCIAL INC 1.3% 709,777 -4.2% 0.01% $60,082,775
NORTHERN TRUST CORP 1.2% 689,760 +1.5% 0.01% $58,388,186
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 669,322 +3.8% 0.01% $56,658,107
EMERALD ADVISERS, LLC 0.94% 528,912 -4.5% 1.4% $44,772,401
MORGAN STANLEY 0.84% 474,770 -21% 0% $40,189,384
WELLINGTON MANAGEMENT GROUP LLP 0.79% 445,412 +18% 0.01% $37,704,126
Nuveen, LLC 0.79% 443,439 -14% 0.01% $37,537,112
FRANKLIN RESOURCES INC 0.73% 414,178 +198% 0.01% $35,060,168
SHAKER INVESTMENTS LLC/OH 0.71% 399,717 -2.6% 14% $33,836,044
Bank of New York Mellon Corp 0.69% 391,415 +1.8% 0.01% $33,133,251
JARISLOWSKY, FRASER Ltd 0.68% 382,183 -1.2% 0.18% $32,351,790
Boston Partners 0.67% 380,092 -0.48% 0.03% $32,137,360
Bragg Financial Advisors, Inc 0.63% 354,821 +0.21% 0.99% $30,035,598
LOOMIS SAYLES & CO L P 0.62% 351,627 -3.7% 0.04% $29,765,226
EMERALD MUTUAL FUND ADVISERS TRUST 0.6% 341,262 -6.3% 1.5% $28,887,828

Institutional Holders of Axos Financial, Inc. - COMMON STOCK (AX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 541,167 $47,290,252 +$3,554,200 $86.16 33
2025 Q3 45,067,734 $3,816,247,837 +$20,755,950 $84.65 374
2025 Q2 44,821,843 $3,408,986,980 -$65,485,096 $76.04 360
2025 Q1 45,843,007 $2,956,232,827 -$89,875,678 $64.52 347
2024 Q4 47,248,029 $3,300,447,275 -$33,865,204 $69.85 349
2024 Q3 47,757,472 $3,003,460,355 -$71,756,422 $62.88 340
2024 Q2 48,548,221 $2,774,291,590 +$18,984,592 $57.15 318
2024 Q1 48,480,950 $2,619,304,209 -$46,246,638 $54.04 307
2023 Q4 1,133,366 $61,881,783 +$177,668 $54.60 3
2023 Q3 47,233,611 $1,788,495,260 -$5,556,757 $37.86 254
2023 Q2 47,209,655 $1,863,018,544 +$17,306,832 $39.44 249
2023 Q1 46,819,085 $1,728,564,364 +$5,186,321 $36.92 245
2022 Q4 46,789,623 $1,788,432,876 +$9,191,986 $38.22 234
2022 Q3 46,096,131 $1,577,917,791 +$2,708,154 $34.23 230
2022 Q2 46,575,677 $1,672,477,581 +$31,854,170 $35.85 220
2022 Q1 45,770,948 $2,123,680,876 +$12,944,745 $46.39 232
2021 Q4 45,218,764 $2,526,527,601 -$59,954,630 $55.91 236
2021 Q3 46,253,599 $2,378,681,334 +$35,256,953 $51.54 227
2021 Q2 45,587,095 $2,114,707,645 +$36,443,504 $46.39 230
2021 Q1 44,822,208 $2,106,638,662 -$18,702,025 $47.01 230
2020 Q4 45,168,945 $1,696,117,278 -$157,297 $37.53 225
2020 Q3 44,929,410 $1,048,064,915 +$3,843,415 $23.31 194
2020 Q2 44,864,005 $989,797,891 -$12,661,395 $22.08 209
2020 Q1 45,515,104 $824,828,877 -$50,986,913 $18.13 183
2019 Q4 46,211,881 $1,399,135,339 +$27,375,393 $30.28 208
2019 Q3 45,009,714 $1,244,818,856 +$11,543,443 $27.65 211
2019 Q2 44,577,220 $1,212,785,406 +$14,620,335 $27.25 212
2019 Q1 44,882,342 $1,296,976,405 -$33,515,813 $28.96 221
2018 Q4 46,093,503 $1,157,610,177 +$813,207 $25.18 227
2018 Q3 45,769,008 $1,569,789,723 +$1,568,427,194 $34.39 208
2018 Q2 910 $37,228 $0 $40.91 1
2018 Q1 910 $36,882 $0 $40.53 1
2017 Q4 910 $27,209 $0 $29.90 1
2017 Q3 910 $25,908 $0 $28.47 1
2017 Q2 910 $21,585 $0 $23.72 1
2017 Q1 910 $23,778 $0 $26.13 1
2016 Q4 910 $25,981 $0 $28.55 1
2016 Q3 910 $20,384 $0 $22.40 1
2016 Q2 910 $16,116 +$6,092 $17.71 1
2016 Q1 566 $12,078 $0 $21.34 1