Latest Period
Q2 2026
Security Snapshot
Axos Financial, Inc. - COMMON STOCK (AX) Institutional Ownership
CUSIP: 05465C100
13F Institutional Holders and Ownership History from Q1 2016 to Q2 2026
Institutions Reporting
379
Shares (Excl. Options)
48,264,871
Price
$97.39
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- AX on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 48,264,871
- Total 13F value
- $4,702,621,759
- Portfolio coverage rank
- 0.01%
- Share change
- +683,638
- Value change
- +$72,720,192
- Number of holders
- 379
- Shares outstanding
- 57,054,868
- SEC-reported price per share
- $98.48
- Insider filing price
- $98.48
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AX - Axos Financial, Inc. - COMMON STOCK is tracked under CUSIP 05465C100.
- 379 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 383 to 379 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $4,050,302,765 to $4,702,621,759.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 379 institutions filings for Q2 2026.
Security key
05465C100
Latest holder period
Q2 2026
13F holders
379
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
AX full holder history
Axos Financial, Inc. SEC filings
Axos Financial, Inc. company facts
Axos Financial, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 05465C100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
AX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5% | $265,319,271 | 3,118,098 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| STATE STREET CORP | 5.3% | +12% | $294,528,639 | +$36,177,282 | 3,023,908 | +14% | STATE STREET CORPORATION | 30 Jun 2026 |
| FMR LLC | 5.2% | $289,204,529 | 2,969,246 | FMR LLC | 30 Jun 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.1% | $245,578,623 | 2,886,101 | Vanguard Capital Management | 31 Mar 2026 |
As of 30 Jun 2026, 379 institutional investors reported holding 48,264,871 shares of Axos Financial, Inc. - COMMON STOCK (AX). This represents 85% of the company’s total 57,054,868 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
65%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15% | 8,389,477 | +0.82% | 0.01% | $817,051,165 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5% | 3,136,801 | +1.5% | 0.01% | $305,493,049 |
| STATE STREET CORP | 5.3% | 3,023,908 | +7.4% | 0.01% | $294,492,702 |
| FMR LLC | 5.2% | 2,969,246 | +22% | 0.01% | $289,174,838 |
| AMERICAN CENTURY COMPANIES INC | 4.7% | 2,705,653 | +7.8% | 0.12% | $263,503,545 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 2,466,744 | +0.52% | 0.01% | $240,236,198 |
| DIMENSIONAL FUND ADVISORS LP | 3.9% | 2,197,135 | +0.92% | 0.04% | $213,975,506 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.4% | 1,967,141 | +0.44% | 0.01% | $194,115,088 |
| Davis Asset Management, L.P. | 2.7% | 1,535,219 | 0% | 3.8% | $149,514,978 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 751,934 | +2.7% | 0.01% | $73,230,852 |
| FRANKLIN RESOURCES INC | 1.3% | 714,462 | -5.4% | 0.02% | $69,581,456 |
| NORTHERN TRUST CORP | 1.2% | 710,371 | +3.7% | 0.01% | $69,183,032 |
| AMERIPRISE FINANCIAL INC | 1.1% | 654,362 | -7.6% | 0.01% | $63,732,154 |
| Invesco Ltd. | 1.1% | 617,610 | +13% | 0% | $60,149,037 |
| MORGAN STANLEY | 1% | 591,123 | +8.7% | 0% | $57,569,676 |
| EMERALD ADVISERS, LLC | 0.94% | 536,162 | +8% | 1.2% | $52,216,817 |
| WASATCH ADVISORS LP | 0.9% | 515,576 | -16% | 0.33% | $50,211,947 |
| GENEVA CAPITAL MANAGEMENT LLC | 0.84% | 477,009 | -22% | 1.1% | $46,455,874 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.82% | 470,586 | -44% | 0.01% | $45,830,371 |
| GOLDMAN SACHS GROUP INC | 0.79% | 453,375 | +28% | 0% | $44,154,192 |
| Boston Partners | 0.76% | 433,647 | +5% | 0.04% | $42,253,007 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.75% | 426,294 | +84% | 0.74% | $41,516,773 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.72% | 409,682 | +233% | 0.02% | $39,898,930 |
| VANGUARD FIDUCIARY TRUST CO | 0.66% | 379,189 | +3% | 0.01% | $36,929,217 |
| Bank of New York Mellon Corp | 0.66% | 378,027 | +2.5% | 0.01% | $36,816,035 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
42
Latest
Q2 2026
Rows shown
1-25 of 42
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 48,264,871 | $4,702,621,759 | +$72,720,192 | $97.39 | 379 |
| 2026 Q1 | 47,658,521 | $4,050,302,765 | +$150,459,006 | $85.09 | 383 |
| 2025 Q4 | 45,939,794 | $3,960,521,716 | +$110,392,211 | $86.16 | 377 |
| 2025 Q3 | 45,048,533 | $3,814,622,800 | +$23,917,288 | $84.65 | 376 |
| 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 |