Who owns Axos Financial, Inc.?
Institutional ownership of AX from SEC Form 13F filings across 249 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
249
13F holders
$3.38B
value, 2026 filers
62%
of shares outstanding (35.1M sh)
36
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.4M | $817.1M | 0.0% | 14.8% | +0.8% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1M | $305.5M | 0.0% | 5.5% | +1.5% |
| 3 | FMR LLC | 3.0M | $289.2M | 0.0% | 5.2% | +21.8% |
| 4 | AMERICAN CENTURY COMPANIES INC | 2.7M | $263.5M | 0.1% | 4.8% | +7.8% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $240.2M | 0.0% | 4.4% | -49.7% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $194.1M | 0.0% | 3.5% | +0.4% |
| 7 | Sixth Street Partners Management Company, L.P.NEW | 751,934 | $73.2M | 12.6% | 1.3% | new |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 751,934 | $73.2M | 0.0% | 1.3% | +2.7% |
| 9 | FRANKLIN RESOURCES INC | 714,462 | $69.6M | 0.0% | 1.3% | -5.4% |
| 10 | NORTHERN TRUST CORP | 710,371 | $69.2M | 0.0% | 1.3% | +3.7% |
| 11 | AMERIPRISE FINANCIAL INC | 654,362 | $63.7M | 0.0% | 1.2% | -7.6% |
| 12 | Invesco Ltd. | 617,610 | $60.1M | 0.0% | 1.1% | +13.1% |
| 13 | MORGAN STANLEY | 591,123 | $57.6M | 0.0% | 1% | +8.7% |
| 14 | Public Sector Pension Investment Board | 499,726 | $48.7M | 0.1% | 0.9% | +72.9% |
| 15 | WELLINGTON MANAGEMENT GROUP LLP | 470,586 | $45.8M | 0.0% | 0.8% | -43.8% |
| 16 | GOLDMAN SACHS GROUP INC | 453,375 | $44.2M | 0.0% | 0.8% | +28.2% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 409,682 | $39.9M | 0.0% | 0.7% | +233.4% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 379,189 | $36.9M | 0.0% | 0.7% | +3.0% |
| 19 | Bank of New York Mellon Corp | 378,027 | $36.8M | 0.0% | 0.7% | +2.5% |
| 20 | CITADEL ADVISORS LLC | 375,753 | $36.6M | 0.0% | 0.7% | +446.2% |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 362,676 | $35.3M | 0.0% | 0.6% | +2.5% |
| 22 | Allspring Global Investments Holdings, LLC | 317,854 | $31.4M | 0.0% | 0.6% | -26.5% |
| 23 | UBS Group AG | 316,780 | $30.9M | 0.0% | 0.6% | +5.0% |
| 24 | Nuveen, LLC | 256,326 | $25.0M | 0.0% | 0.5% | +2.4% |
| 25 | JPMORGAN CHASE & CO | 237,791 | $23.2M | 0.0% | 0.4% | -9.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.