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
+$20,755,966
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% $223,126,449 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 +$3,554,199 $86.16 33
2025 Q3 45,067,734 $3,816,247,837 +$20,755,966 $84.65 374
2025 Q2 44,821,843 $3,408,986,980 -$65,485,088 $76.04 360
2025 Q1 45,843,207 $2,956,245,797 -$89,875,672 $64.52 348
2024 Q4 47,259,326 $3,301,266,641 -$33,914,228 $69.85 350
2024 Q3 47,757,472 $3,003,459,926 -$71,440,478 $62.88 332
2024 Q2 48,789,436 $2,788,077,451 -$234,342 $57.15 314
2024 Q1 48,806,858 $2,636,915,875 -$33,845,482 $54.04 304
2023 Q4 49,481,100 $2,701,838,411 +$88,058,030 $54.60 301
2023 Q3 48,105,538 $1,821,506,242 -$6,709,754 $37.86 260
2023 Q2 48,140,051 $1,899,713,753 +$34,651,160 $39.44 256
2023 Q1 47,278,221 $1,745,515,464 +$5,994,733 $36.92 251
2022 Q4 47,134,510 $1,801,615,351 +$8,705,099 $38.22 239
2022 Q3 46,982,750 $1,608,263,971 +$4,460,853 $34.23 238
2022 Q2 46,762,592 $1,679,979,689 +$35,847,272 $35.85 226
2022 Q1 45,864,577 $2,128,024,813 +$15,354,911 $46.39 235
2021 Q4 45,433,433 $2,538,528,080 -$58,022,108 $55.91 239
2021 Q3 46,237,369 $2,377,615,827 +$34,175,298 $51.54 227
2021 Q2 45,587,415 $2,114,722,150 +$36,568,080 $46.39 231
2021 Q1 44,811,456 $2,106,237,495 -$17,367,840 $47.01 231
2020 Q4 45,388,617 $1,704,362,350 -$246,929 $37.53 230
2020 Q3 45,287,668 $1,056,415,436 +$4,021,078 $23.31 199
2020 Q2 45,065,594 $994,249,343 -$11,972,707 $22.08 213
2020 Q1 45,782,425 $829,677,192 -$54,185,365 $18.13 189
2019 Q4 46,508,305 $1,408,110,789 +$26,216,823 $30.28 211
2019 Q3 45,354,716 $1,254,358,410 +$12,156,372 $27.65 216
2019 Q2 44,995,974 $1,224,195,303 +$995,692 $27.25 217
2019 Q1 45,221,260 $1,306,790,444 -$35,136,056 $28.96 227
2018 Q4 46,310,683 $1,163,787,282 +$3,131,547 $25.18 231
2018 Q3 45,823,552 $1,571,665,547 +$1,571,054,062 $34.39 212
2018 Q2 910 $37,228 $40.91 1
2018 Q1 910 $36,882 $40.53 1
2017 Q4 910 $27,209 $29.90 1
2017 Q3 910 $25,908 $28.47 1
2017 Q2 910 $21,585 $23.72 1
2017 Q1 910 $23,778 $26.13 1
2016 Q4 910 $25,981 $28.55 1
2016 Q3 910 $20,384 $22.40 1
2016 Q2 910 $16,116 +$6,092 $17.71 1
2016 Q1 566 $12,078 $21.34 1