Axos Financial Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 8.39 M | $817.05 M | 0.82% | 14.81% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 3.14 M | $305.49 M | 1.49% | 5.54% |
| STATE STREET CORP | 08/07/2026 | 3.02 M | $294.49 M | 7.36% | 5.34% |
| FMR LLC | 08/13/2026 | 2.97 M | $289.17 M | 21.81% | 5.24% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 2.71 M | $263.50 M | 7.78% | 4.78% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.47 M | $240.24 M | 0.52% | 4.35% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.20 M | $213.98 M | 0.92% | 3.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.97 M | $194.12 M | 0.44% | 3.47% |
| DAVIS ASSET MANAGEMENT, L.P. | 08/12/2026 | 1.54 M | $149.51 M | 0.00% | 2.71% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 751.93 K | $73.23 M | 2.71% | 1.33% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 751.93 K | $73.23 M | 100.00% | 1.33% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 714.46 K | $69.58 M | -5.37% | 1.26% |
| NORTHERN TRUST CORP | 08/13/2026 | 710.37 K | $69.18 M | 3.75% | 1.25% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 654.36 K | $63.73 M | -7.64% | 1.16% |
| INVESCO LTD. | 08/14/2026 | 617.61 K | $60.15 M | 13.05% | 1.09% |
| MORGAN STANLEY | 08/13/2026 | 591.12 K | $57.57 M | 8.74% | 1.04% |
| EMERALD ADVISERS, LLC | 08/05/2026 | 536.16 K | $52.22 M | 8.05% | 0.95% |
| WASATCH ADVISORS LP | 07/10/2026 | 515.58 K | $50.21 M | -16.35% | 0.91% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/06/2026 | 477.01 K | $46.46 M | -21.56% | 0.84% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 470.59 K | $45.83 M | -43.83% | 0.83% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 453.38 K | $44.15 M | 28.18% | 0.80% |
| BOSTON PARTNERS | 08/04/2026 | 433.65 K | $42.25 M | 4.96% | 0.77% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 426.29 K | $41.52 M | 84.23% | 0.75% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 409.68 K | $39.90 M | 233.38% | 0.72% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 379.19 K | $36.93 M | 2.97% | 0.67% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 378.03 K | $36.82 M | 2.54% | 0.67% |
| BRAGG FINANCIAL ADVISORS, INC | 08/12/2026 | 377.23 K | $36.74 M | 6.00% | 0.67% |
| CITADEL ADVISORS LLC | 09/02/2026 | 375.75 K | $36.59 M | 446.23% | 0.66% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 08/05/2026 | 366.71 K | $35.71 M | 8.90% | 0.65% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 362.68 K | $35.32 M | 2.47% | 0.64% |
| SHAKER INVESTMENTS LLC/OH | 07/15/2026 | 356.38 K | $34.71 M | -3.35% | 0.63% |
| 1832 ASSET MANAGEMENT L.P. | 08/13/2026 | 347.07 K | $33.80 M | -8.61% | 0.61% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 317.85 K | $31.45 M | -26.55% | 0.56% |
| UBS GROUP AG | 08/13/2026 | 316.78 K | $30.85 M | 4.96% | 0.56% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 290.69 K | $28.31 M | -2.62% | 0.51% |
| STIEVEN CAPITAL ADVISORS, L.P. | 08/14/2026 | 256.35 K | $24.97 M | 6.48% | 0.45% |
| NUVEEN, LLC | 08/11/2026 | 256.33 K | $24.96 M | 2.37% | 0.45% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 251.09 K | $24.45 M | 16.05% | 0.44% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 249.86 K | $24.33 M | -13.56% | 0.44% |
| JPMORGAN CHASE & CO | 08/12/2026 | 237.79 K | $23.16 M | -9.53% | 0.42% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/24/2026 | 213.31 K | $20.77 M | 29.58% | 0.38% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 201.87 K | $19.66 M | -14.01% | 0.36% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 201.21 K | $19.60 M | 49.47% | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 174.91 K | $17.03 M | 21.83% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 168.77 K | $16.44 M | -23.86% | 0.30% |
| GATOR CAPITAL MANAGEMENT, LLC | 08/13/2026 | 166.48 K | $16.21 M | -10.90% | 0.29% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 08/14/2026 | 165.69 K | $16.14 M | 1.19% | 0.29% |
| ALGERT GLOBAL LLC | 08/13/2026 | 157.66 K | $15.35 M | -17.82% | 0.28% |
| EMPIRICAL FINANCE, LLC | 08/14/2026 | 152.85 K | $14.89 M | -14.27% | 0.27% |
| PEMBROKE MANAGEMENT, LTD | 08/13/2026 | 143.15 K | $13.94 M | -3.66% | 0.25% |
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Axos Financial Inc. institutional Ownership - FAQ's
During the previous two years, 520 institutional investors and hedge funds held shares of Axos Financial Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 8.39 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 3.14 M
STATE STREET CORP: 3.02 M
FMR LLC: 2.97 M
AMERICAN CENTURY COMPANIES INC: 2.71 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.47 M
86.67% of Axos Financial Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 66.96 M shares in the last 24 months. This purchase volume represents approximately $5.73 B in transactions.