- Type / Class
- Equity / Common Stock
- Shares outstanding
- 56,435,702
- Total 13F shares
- 21,576
- Share change
- +1,011
- Total reported value
- $1,836,460
- Price per share
- $85.09
- Number of holders
- 6
- Value change
- +$86,493
- Number of buys
- 4
Quarterly Holders Quick Answers
What is CUSIP 05465C100?
CUSIP 05465C100 identifies AX - Axos Financial, Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 05465C100:
Top shareholders of AX - Axos Financial, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
15%
|
8,330,302
|
$717,738,822 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
5,897,415
|
$508,121,276 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
13D/G
|
Company · STATE STREET CORPORATION |
4.7%
from 13D/G
|
2,696,323
|
$232,315,190 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
4.4%
|
2,474,755
|
$213,224,891 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.8%
|
2,169,494
|
$186,925,598 | — | 31 Dec 2025 | |
| Gregory Garrabrants |
3/4/5
|
President and CEO, Director |
—
mixed-class rows
|
2,184,578
mixed-class rows
|
$185,608,580 | -$4,290,392 | 04 Feb 2026 | |
| FMR LLC |
13F
|
Company |
3.3%
|
1,870,781
|
$161,186,527 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
3.1%
|
1,775,539
|
$154,686,519 | — | 31 Dec 2025 | |
| Davis Asset Management, L.P. |
13F
|
Company |
2.6%
|
1,457,219
|
$125,553,989 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.3%
|
753,598
|
$64,930,185 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
721,572
|
$62,170,644 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
665,033
|
$57,299,244 | — | 31 Dec 2025 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.2%
|
659,859
|
$56,853,484 | — | 31 Dec 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
1.1%
|
617,711
|
$53,221,980 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1%
|
563,890
|
$48,584,850 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.94%
|
528,300
|
$45,518,328 | — | 31 Dec 2025 | |
| EMERALD ADVISERS, LLC |
13F
|
Company |
0.92%
|
521,379
|
$44,922,015 | — | 31 Dec 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.81%
|
455,161
|
$39,216,672 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.72%
|
408,747
|
$35,217,641 | — | 31 Dec 2025 | |
| SHAKER INVESTMENTS LLC/OH |
13F
|
Company |
0.67%
|
378,670
|
$32,626,207 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.67%
|
377,805
|
$32,551,647 | — | 31 Dec 2025 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.67%
|
375,392
|
$32,343,775 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.66%
|
371,086
|
$31,972,770 | — | 31 Dec 2025 | |
| Bragg Financial Advisors, Inc |
13F
|
Company |
0.63%
|
355,459
|
$30,626,348 | — | 31 Dec 2025 | |
| Boston Partners |
13F
|
Company |
0.62%
|
349,273
|
$30,394,751 | — | 31 Dec 2025 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.61%
|
346,800
|
$29,880,000 | — | 31 Dec 2025 | |
| EMERALD MUTUAL FUND ADVISERS TRUST |
13F
|
Company |
0.6%
|
341,262
|
$29,403,134 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.6%
|
337,324
|
$29,063,836 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.57%
|
320,485
|
$27,612,988 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.55%
|
313,216
|
$27,368,814 | — | 31 Dec 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.55%
|
308,935
|
$26,617,840 | — | 31 Dec 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.54%
|
306,206
|
$26,382,709 | — | 31 Dec 2025 | |
| Pembroke Management, LTD |
13F
|
Company |
0.51%
|
288,555
|
$24,861,899 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.48%
|
271,415
|
$23,385,116 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.45%
|
256,224
|
$22,076,261 | — | 31 Dec 2025 | |
| Stieven Capital Advisors, L.P. |
13F
|
Company |
0.45%
|
255,859
|
$22,044,811 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.41%
|
232,636
|
$20,043,918 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.36%
|
200,949
|
$17,313,765 | — | 31 Dec 2025 | |
| Gator Capital Management, LLC |
13F
|
Company |
0.31%
|
176,340
|
$15,193,454 | — | 31 Dec 2025 | |
| Eshel Bar-Adon |
3/4/5
|
EVP Strategic Partnerships an |
—
mixed-class rows
|
146,150
mixed-class rows
|
$13,914,771 | — | 20 Mar 2026 | |
| Ategra Capital Management, LLC |
13F
|
Company |
0.27%
|
153,342
|
$13,211,947 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.27%
|
152,491
|
$13,138,600 | — | 31 Dec 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.27%
|
152,215
|
$13,114,844 | — | 31 Dec 2025 | |
| Edgestream Partners, L.P. |
13F
|
Company |
0.27%
|
151,130
|
$13,021,361 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.26%
|
144,837
|
$12,479,156 | — | 31 Dec 2025 | |
| OSTERWEIS CAPITAL MANAGEMENT INC |
13F
|
Company |
0.25%
|
142,685
|
$12,293,740 | — | 31 Dec 2025 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
0.25%
|
142,287
|
$12,259,448 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.25%
|
139,330
|
$12,004,672 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.24%
|
135,096
|
$11,639,864 | — | 31 Dec 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.24%
|
134,773
|
$11,612,042 | — | 31 Dec 2025 |
Institutional Holders of Axos Financial, Inc. - Common Stock (AX) as of Q1 2026
As of 31 Mar 2026,
Axos Financial, Inc. - Common Stock (AX) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,576 shares.
The largest 6 holders included
Ridgewood Investments LLC, GAMMA Investing LLC, Farther Finance Advisors, LLC, Versant Capital Management, Inc, SIGNATUREFD, LLC, and CoreCap Advisors, LLC.
This page lists
6
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
371
Q1 2026 holders
6
Holder diff
-365
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.