Axos Financial, Inc. - Common Stock (AX)

CUSIP: 05465C100

Q1 2021 13F Holders as of 31 Mar 2021

Holder snapshot 7 signals
Share change
-539,006
Put/Call ratio
34%
SEC-reported price per share
$47.01
Number of holders
231
Value change
-$17,367,840
Number of buys
79
Open additional details 1 more signal available
Number of sells
128
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
56,701,395

Security key

05465C100

Report period

Q1 2021

Institutions

231

Top holders

10

Ownership snapshot

Top reported holders of AX - Axos Financial, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
31 Dec 2020
13F Lead comparable stake: 15% Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. leads the comparable SEC ownership view at 15%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock Finance, Inc. 15%
VANGUARD GROUP INC 9%
DIMENSIONAL FUND ADVISORS LP 4.3%
STATE STREET CORP 3.3%
Epoch Investment Partners, Inc. 3.3%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
15%
$315,471,000
8,405,887 shares
31 Dec 2020
VANGUARD GROUP INC
13F
Company
13F
9%
$192,348,000
5,125,164 shares
31 Dec 2020
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
4.3%
$91,507,000
2,438,254 shares
31 Dec 2020
STATE STREET CORP
13F
Company
13F
3.3%
$70,826,000
1,887,194 shares
31 Dec 2020
Epoch Investment Partners, Inc.
13F
Company
13F
3.3%
$69,728,000
1,857,922 shares
31 Dec 2020
AMERIPRISE FINANCIAL INC
13F
Company
13F
2.8%
$59,883,000
1,595,665 shares
31 Dec 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
231
Shares
44,811,456
Rows available
231
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2021 vs Q4 2020 Across Filers

Q4 2020 holders
230
Q1 2021 holders
231
Holder diff
1
Investor Q4 2020 Shares Q1 2021 Shares Share Diff Share Chg % Q4 2020 value Q1 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .