Axos Financial, Inc. - Common Stock (AX)

CUSIP: 05465C100

Q2 2024 13F Holders as of 30 Jun 2024

Holder snapshot 7 signals
Share change
-48,546
Put/Call ratio
149%
SEC-reported price per share
$57.15
Number of holders
314
Value change
-$234,342
Number of buys
138
Open additional details 1 more signal available
Number of sells
159
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
56,701,395

Security key

05465C100

Report period

Q2 2024

Institutions

314

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 Mar 2024
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 5.9%
DIMENSIONAL FUND ADVISORS LP 4.7%
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%
$446,662,921
8,265,413 shares
31 Mar 2024
VANGUARD GROUP INC
13F
Company
13F
10%
$317,245,656
5,870,571 shares
31 Mar 2024
STATE STREET CORP
13F
Company
13F
5.9%
$179,770,383
3,326,617 shares
31 Mar 2024
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
4.7%
$145,110,045
2,685,234 shares
31 Mar 2024
Davis Asset Management, L.P.
13F
Company
13F
2.6%
$81,060,000
1,500,000 shares
31 Mar 2024
CITADEL ADVISORS LLC
13F
Company
13F
2.4%
$73,600,427
1,361,962 shares
31 Mar 2024
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 Q2 2024

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

Institutions
314
Shares
48,789,436
Rows available
314
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 Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
304
Q2 2024 holders
314
Holder diff
10
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 value Q2 2024 value Value change Value Chg %
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 .