Axos Financial Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 8.33 M | $717.74 M | 2.17% | 14.65% |
| VANGUARD GROUP INC | 01/29/2026 | 5.90 M | $508.12 M | -0.53% | 10.37% |
| STATE STREET CORP | 02/13/2026 | 2.70 M | $232.32 M | 0.51% | 4.74% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 2.47 M | $213.22 M | 2.54% | 4.35% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.17 M | $186.93 M | -0.10% | 3.82% |
| FMR LLC | 02/17/2026 | 1.87 M | $161.19 M | 34.43% | 3.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.78 M | $154.69 M | 3.63% | 3.12% |
| DAVIS ASSET MANAGEMENT, L.P. | 02/13/2026 | 1.46 M | $125.55 M | 0.00% | 2.56% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 753.60 K | $64.93 M | 6.17% | 1.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 721.57 K | $62.17 M | 7.81% | 1.27% |
| NORTHERN TRUST CORP | 02/17/2026 | 665.03 K | $57.30 M | -3.58% | 1.17% |
| GENEVA CAPITAL MANAGEMENT LLC | 02/12/2026 | 659.86 K | $56.85 M | -10.63% | 1.16% |
| WASATCH ADVISORS LP | 02/12/2026 | 617.71 K | $53.22 M | -31.78% | 1.09% |
| MORGAN STANLEY | 02/13/2026 | 563.89 K | $48.58 M | 18.77% | 0.99% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 528.30 K | $45.52 M | 18.61% | 0.93% |
| EMERALD ADVISERS, LLC | 02/09/2026 | 521.38 K | $44.92 M | -1.42% | 0.92% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 455.16 K | $39.22 M | 9.90% | 0.80% |
| NUVEEN, LLC | 02/12/2026 | 408.75 K | $35.22 M | -7.82% | 0.72% |
| SHAKER INVESTMENTS LLC/OH | 01/30/2026 | 378.67 K | $32.63 M | -5.27% | 0.67% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 377.81 K | $32.55 M | -3.48% | 0.66% |
| 1832 ASSET MANAGEMENT L.P. | 02/13/2026 | 375.39 K | $32.34 M | 100.00% | 0.66% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 371.09 K | $31.97 M | 56.21% | 0.65% |
| BRAGG FINANCIAL ADVISORS, INC | 02/13/2026 | 355.46 K | $30.63 M | 0.18% | 0.63% |
| BOSTON PARTNERS | 02/13/2026 | 349.27 K | $30.39 M | -8.11% | 0.61% |
| ALGERT GLOBAL LLC | 02/17/2026 | 346.80 K | $29.88 M | 5.26% | 0.61% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/09/2026 | 341.26 K | $29.40 M | 0.00% | 0.60% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 337.32 K | $29.06 M | 6.88% | 0.59% |
| JPMORGAN CHASE & CO | 02/11/2026 | 320.49 K | $27.61 M | -3.14% | 0.56% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 313.22 K | $27.37 M | 21.48% | 0.55% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 308.94 K | $26.62 M | 12.31% | 0.54% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 306.21 K | $26.38 M | -12.92% | 0.54% |
| PEMBROKE MANAGEMENT, LTD | 02/12/2026 | 288.56 K | $24.86 M | 10.35% | 0.51% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 271.42 K | $23.39 M | 23.41% | 0.48% |
| UBS GROUP AG | 01/29/2026 | 256.22 K | $22.08 M | -4.15% | 0.45% |
| STIEVEN CAPITAL ADVISORS, L.P. | 02/06/2026 | 255.86 K | $22.04 M | 7.98% | 0.45% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 232.64 K | $20.04 M | 3.26% | 0.41% |
| INVESCO LTD. | 02/19/2026 | 200.95 K | $17.31 M | -17.03% | 0.35% |
| GATOR CAPITAL MANAGEMENT, LLC | 02/13/2026 | 176.34 K | $15.19 M | 14.47% | 0.31% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 02/17/2026 | 153.34 K | $13.21 M | 9.26% | 0.27% |
| RHUMBLINE ADVISERS | 02/13/2026 | 152.49 K | $13.14 M | -5.49% | 0.27% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 152.22 K | $13.11 M | 3.86% | 0.27% |
| EDGESTREAM PARTNERS, L.P. | 02/13/2026 | 151.13 K | $13.02 M | 2.71% | 0.27% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 144.84 K | $12.48 M | -6.53% | 0.25% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 02/17/2026 | 142.69 K | $12.29 M | 0.51% | 0.25% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 142.29 K | $12.26 M | 1.82% | 0.25% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 139.33 K | $12.00 M | -4.05% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 135.10 K | $11.64 M | -25.61% | 0.24% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 134.77 K | $11.61 M | 2,049.83% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 131.57 K | $11.34 M | -7.74% | 0.23% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 125.37 K | $10.80 M | -3.61% | 0.22% |
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Axos Financial Inc. institutional Ownership - FAQ's
During the previous two years, 493 institutional investors and hedge funds held shares of Axos Financial Inc.. The most heavily invested institutionals were:
WASATCH ADVISORS LP: 616,381
EMERALD ADVISERS, LLC: 496,232
Allspring Global Investments Holdings, LLC: 432,739
SHAKER INVESTMENTS LLC/OH: 368,712
Bank of New York Mellon Corp: 368,667
PRINCIPAL FINANCIAL GROUP INC: 353,951
80.77% of Axos Financial Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 59.78 M shares in the last 24 months. This purchase volume represents approximately $5.11 B in transactions.