Axos Financial Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 8.32 M | $708.06 M | -0.11% | 14.63% |
| 05/08/2026 | 3.09 M | $262.99 M | 100.00% | 5.44% | |
| STATE STREET CORP | 05/15/2026 | 2.82 M | $239.67 M | 4.46% | 4.95% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 2.51 M | $213.61 M | 1.44% | 4.41% |
| 05/15/2026 | 2.45 M | $208.82 M | 100.00% | 4.32% | |
| FMR LLC | 05/15/2026 | 2.44 M | $207.42 M | 30.30% | 4.29% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.18 M | $185.23 M | 0.35% | 3.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.96 M | $168.53 M | 10.30% | 3.44% |
| DAVIS ASSET MANAGEMENT, L.P. | 05/15/2026 | 1.54 M | $123.99 M | 5.35% | 2.70% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 837.85 K | $71.29 M | 58.59% | 1.47% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 754.99 K | $64.24 M | 65.87% | 1.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 732.08 K | $62.29 M | 1.46% | 1.29% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 708.49 K | $60.29 M | -5.99% | 1.25% |
| NORTHERN TRUST CORP | 05/14/2026 | 684.71 K | $58.26 M | 2.96% | 1.20% |
| WASATCH ADVISORS LP | 04/21/2026 | 616.38 K | $52.45 M | -0.22% | 1.08% |
| GENEVA CAPITAL MANAGEMENT LLC | 05/06/2026 | 608.08 K | $51.74 M | -7.85% | 1.07% |
| INVESCO LTD. | 05/12/2026 | 546.31 K | $46.49 M | 171.86% | 0.96% |
| MORGAN STANLEY | 05/15/2026 | 543.63 K | $46.26 M | -3.59% | 0.96% |
| EMERALD ADVISERS, LLC | 05/04/2026 | 496.23 K | $42.22 M | -4.82% | 0.87% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 432.74 K | $37.20 M | 38.16% | 0.76% |
| BOSTON PARTNERS | 05/11/2026 | 413.15 K | $35.17 M | 18.29% | 0.73% |
| 1832 ASSET MANAGEMENT L.P. | 05/14/2026 | 379.78 K | $32.32 M | 1.17% | 0.67% |
| SHAKER INVESTMENTS LLC/OH | 05/05/2026 | 368.71 K | $31.37 M | -2.63% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 368.67 K | $31.37 M | -2.42% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 368.24 K | $31.33 M | 100.00% | 0.65% |
| BRAGG FINANCIAL ADVISORS, INC | 05/15/2026 | 355.87 K | $30.28 M | 0.12% | 0.63% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 353.95 K | $30.12 M | 4.93% | 0.62% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 353.69 K | $30.10 M | -4.69% | 0.62% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 05/04/2026 | 336.74 K | $28.65 M | -1.33% | 0.59% |
| UBS GROUP AG | 05/05/2026 | 301.82 K | $25.68 M | 17.79% | 0.53% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 298.51 K | $25.40 M | -2.51% | 0.53% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 289.06 K | $24.60 M | 6.50% | 0.51% |
| JPMORGAN CHASE & CO | 05/13/2026 | 262.85 K | $21.79 M | -17.98% | 0.46% |
| NUVEEN, LLC | 04/30/2026 | 250.39 K | $21.31 M | -38.74% | 0.44% |
| STIEVEN CAPITAL ADVISORS, L.P. | 05/15/2026 | 240.75 K | $20.48 M | -5.91% | 0.42% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 234.75 K | $19.97 M | 0.91% | 0.41% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 231.39 K | $19.69 M | -25.10% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 221.66 K | $18.86 M | 68.47% | 0.39% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 216.37 K | $18.41 M | 74.66% | 0.38% |
| ALGERT GLOBAL LLC | 05/14/2026 | 191.84 K | $16.32 M | -44.68% | 0.34% |
| GATOR CAPITAL MANAGEMENT, LLC | 05/13/2026 | 186.84 K | $15.90 M | 5.95% | 0.33% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 180.41 K | $15.35 M | 33.86% | 0.32% |
| EMPIRICAL FINANCE, LLC | 05/15/2026 | 178.28 K | $15.17 M | 86.55% | 0.31% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 164.61 K | $14.01 M | 15.69% | 0.29% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 05/15/2026 | 163.74 K | $13.93 M | 14.76% | 0.29% |
| CCG WEALTH MANAGEMENT, LLC | 04/08/2026 | 162.90 K | $13.86 M | 971.68% | 0.29% |
| RHUMBLINE ADVISERS | 05/12/2026 | 156.37 K | $13.31 M | 2.55% | 0.28% |
| PEMBROKE MANAGEMENT, LTD | 05/14/2026 | 148.59 K | $12.64 M | -48.51% | 0.26% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 143.78 K | $12.23 M | -5.54% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 143.57 K | $12.22 M | 6.27% | 0.25% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Axos Financial Inc. institutional Ownership - FAQ's
During the previous two years, 478 institutional investors and hedge funds held shares of Axos Financial Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 8.32 M
STATE STREET CORP: 2.82 M
AMERICAN CENTURY COMPANIES INC: 2.51 M
FMR LLC: 2.44 M
DIMENSIONAL FUND ADVISORS LP: 2.18 M
GEODE CAPITAL MANAGEMENT, LLC: 1.96 M
83.82% of Axos Financial Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 59.81 M shares in the last 24 months. This purchase volume represents approximately $5.12 B in transactions.