Axos Financial, Inc. - COMMON STOCK (AX) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
AX on NYSE
Shares outstanding
56,435,702
Price per share
$94.45
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
45,897,095
Total reported value
$3,956,844,274
% of total 13F portfolios
0.01%
Share change
+1,254,803
Value change
+$108,755,630
Number of holders
369
Price from insider filings
$94.45
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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
STATE STREET CORP 4.7% $223,126,449 2,652,478 STATE STREET CORPORATION 30 Jun 2025

As of 31 Dec 2025, 369 institutional investors reported holding 45,897,095 shares of Axos Financial, Inc. - COMMON STOCK (AX). This represents 81% of the company’s total 56,435,702 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Axos Financial, Inc. - COMMON STOCK (AX) together control 62% 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% 8,330,302 +2.2% 0.01% $717,738,822
VANGUARD GROUP INC 10% 5,897,415 -0.53% 0.01% $508,121,276
STATE STREET CORP 4.8% 2,696,323 +0.51% 0.01% $232,315,190
AMERICAN CENTURY COMPANIES INC 4.4% 2,474,755 +2.5% 0.11% $213,224,891
DIMENSIONAL FUND ADVISORS LP 3.8% 2,169,494 -0.1% 0.04% $186,925,598
FMR LLC 3.3% 1,870,781 +34% 0.01% $161,186,527
GEODE CAPITAL MANAGEMENT, LLC 3.1% 1,775,539 +3.6% 0.01% $154,686,519
Davis Asset Management, L.P. 2.6% 1,457,219 0% 4.5% $125,553,989
AMERIPRISE FINANCIAL INC 1.3% 753,598 +6.2% 0.01% $64,930,185
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 721,572 +7.8% 0.01% $62,170,644
NORTHERN TRUST CORP 1.2% 665,033 -3.6% 0.01% $57,299,244
GENEVA CAPITAL MANAGEMENT LLC 1.2% 659,859 -11% 1.1% $56,853,484
WASATCH ADVISORS LP 1.1% 617,711 -32% 0.32% $53,221,980
MORGAN STANLEY 1% 563,890 +19% 0% $48,584,850
WELLINGTON MANAGEMENT GROUP LLP 0.94% 528,300 +19% 0.01% $45,518,328
EMERALD ADVISERS, LLC 0.92% 521,379 -1.4% 1.4% $44,922,015
FRANKLIN RESOURCES INC 0.81% 455,161 +9.9% 0.01% $39,216,672
Nuveen, LLC 0.72% 408,747 -7.8% 0.01% $35,217,641
SHAKER INVESTMENTS LLC/OH 0.67% 378,670 -5.3% 14% $32,626,207
Bank of New York Mellon Corp 0.67% 377,805 -3.5% 0.01% $32,551,647
1832 Asset Management L.P. 0.67% 375,392 0.04% $32,343,775
GOLDMAN SACHS GROUP INC 0.66% 371,086 +56% 0% $31,972,770
Bragg Financial Advisors, Inc 0.63% 355,459 +0.18% 1% $30,626,348
Boston Partners 0.62% 349,273 -8.1% 0.03% $30,394,751
ALGERT GLOBAL LLC 0.61% 346,800 +5.3% 0.47% $29,880,000

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
2025 Q4 45,897,095 $3,956,844,274 +$108,755,630 $86.16 369
2025 Q3 45,068,014 $3,816,271,867 +$23,954,026 $84.65 377
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