Axos Financial, Inc. - COMMON STOCK (AX)

CUSIP: 05465C100

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 7 signals
Share change
+1,435,751
Put/Call ratio
123%
SEC-reported price per share
$54.60
Number of holders
301
Value change
+$88,058,030
Number of buys
130
Open additional details 1 more signal available
Number of sells
141
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
57,054,868

Security key

05465C100

Report period

Q4 2023

Institutions

301

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
30 Sep 2023
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 10%
STATE STREET CORP 4.7%
DIMENSIONAL FUND ADVISORS LP 4.5%
Davis Asset Management, L.P. 2.6%

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%
$320,332,172
8,460,966 shares
30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
10%
$226,153,150
5,973,406 shares
30 Sep 2023
STATE STREET CORP
13F
Company
13F
4.7%
$101,203,301
2,673,093 shares
30 Sep 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
4.5%
$98,059,070
2,590,065 shares
30 Sep 2023
Davis Asset Management, L.P.
13F
Company
13F
2.6%
$56,790,000
1,500,000 shares
30 Sep 2023
AMERICAN CENTURY COMPANIES INC
13F
Company
13F
2.4%
$52,841,770
1,395,715 shares
30 Sep 2023
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 Q4 2023

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

Institutions
301
Shares
49,481,100
Rows available
301
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 Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
260
Q4 2023 holders
301
Holder diff
41
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %
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