Latest Period
Q1 2026
Security Snapshot
Axos Financial, Inc. - Common Stock (AX) Institutional Ownership
CUSIP: 05465C100
13F Institutional Holders and Ownership History from Q1 2016 to Q1 2026
Institutions Reporting
379
Shares (Excl. Options)
47,645,625
Price
$85.09
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- Type / Class
- Equity / Common Stock
- Symbol
- AX on NYSE
- Shares outstanding
- 56,701,395
- Price per share
- $98.51
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 47,645,625
- Total reported value
- $4,049,205,545
- % of total 13F portfolios
- 0.01%
- Share change
- +1,767,579
- Value change
- +$150,585,322
- Number of holders
- 379
- Price from insider filings
- $98.51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- AX - Axos Financial, Inc. - Common Stock is tracked under CUSIP 05465C100.
- 379 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 376 to 379 between Q4 2025 and Q1 2026.
- Reported value moved from $3,960,485,443 to $4,049,205,545.
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 Q1 2026.
Security key
05465C100
Latest holder period
Q1 2026
13F holders
379
13D/G owners
3
CIK / CUSIP context first
Open Q1 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:
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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5% | $265,319,271 | 3,118,098 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.1% | $245,578,623 | 2,886,101 | Vanguard Capital Management | 31 Mar 2026 | |||
| STATE STREET CORP | 4.7% | $223,126,449 | 2,652,478 | STATE STREET CORPORATION | 30 Jun 2025 |
As of 31 Mar 2026, 379 institutional investors reported holding 47,645,625 shares of Axos Financial, Inc. - Common Stock (AX). This represents 84% of the company’s total 56,701,395 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Axos Financial, Inc. - Common Stock (AX) together control 64% 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. | 15% | 8,321,298 | -0.11% | 0.01% | $708,059,247 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5% | 3,090,775 | 0% | 0.01% | $262,994,045 |
| STATE STREET CORP | 5% | 2,816,697 | +4.5% | 0.01% | $239,672,748 |
| AMERICAN CENTURY COMPANIES INC | 4.4% | 2,510,407 | +1.4% | 0.11% | $213,610,531 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 2,454,074 | 0% | 0.01% | $208,817,157 |
| FMR LLC | 4.3% | 2,437,674 | +30% | 0.01% | $207,421,660 |
| DIMENSIONAL FUND ADVISORS LP | 3.8% | 2,177,003 | +0.35% | 0.04% | $185,234,220 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.5% | 1,958,430 | +10% | 0.01% | $168,529,314 |
| Davis Asset Management, L.P. | 2.7% | 1,535,219 | +5.4% | 3.6% | $123,994,765 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.5% | 837,853 | +59% | 0.01% | $71,292,912 |
| FRANKLIN RESOURCES INC | 1.3% | 754,994 | +66% | 0.02% | $64,242,440 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 732,081 | +1.5% | 0.01% | $62,292,772 |
| AMERIPRISE FINANCIAL INC | 1.2% | 708,489 | -6% | 0.01% | $60,285,494 |
| NORTHERN TRUST CORP | 1.2% | 684,712 | +3% | 0.01% | $58,262,146 |
| WASATCH ADVISORS LP | 1.1% | 616,381 | -0.22% | 0.35% | $52,447,859 |
| GENEVA CAPITAL MANAGEMENT LLC | 1.1% | 608,081 | -7.8% | 1.1% | $51,741,578 |
| Invesco Ltd. | 0.96% | 546,306 | +172% | 0.01% | $46,485,178 |
| MORGAN STANLEY | 0.96% | 543,627 | -3.6% | 0% | $46,257,345 |
| EMERALD ADVISERS, LLC | 0.88% | 496,232 | -4.8% | 1.3% | $42,224,381 |
| Allspring Global Investments Holdings, LLC | 0.76% | 432,739 | +38% | 0.06% | $37,202,572 |
| Boston Partners | 0.73% | 413,152 | +18% | 0.04% | $35,172,251 |
| 1832 Asset Management L.P. | 0.67% | 379,784 | +1.2% | 0.04% | $32,315,821 |
| SHAKER INVESTMENTS LLC/OH | 0.65% | 368,712 | -2.6% | 14% | $31,373,704 |
| Bank of New York Mellon Corp | 0.65% | 368,667 | -2.4% | 0.01% | $31,369,856 |
| VANGUARD FIDUCIARY TRUST CO | 0.65% | 368,241 | 0% | 0.01% | $31,333,627 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 47,645,625 | $4,049,205,545 | +$150,585,322 | $85.09 | 379 |
| 2025 Q4 | 45,939,373 | $3,960,485,443 | +$110,392,211 | $86.16 | 376 |
| 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 |
| 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 |