Who owns Axos Financial, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AX from SEC Form 13F filings across 386 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.
As of the 2026-06-30 reporting period, 386 institutions disclosed 48.2M shares of Axos Financial, Inc. worth $4.70B — about 85.1% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
386
13F holders
$4.70B
value, 2026 filers
85.1%
of shares outstanding (48.2M sh)
59
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 | STATE STREET CORP | 3.0M | $294.5M | 0.0% | 5.3% | +7.4% |
| 4 | FMR LLC | 3.0M | $289.2M | 0.0% | 5.2% | +21.8% |
| 5 | AMERICAN CENTURY COMPANIES INC | 2.7M | $263.5M | 0.1% | 4.8% | +7.8% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $240.2M | 0.0% | 4.4% | +0.5% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 2.2M | $214.0M | 0.0% | 3.9% | +0.9% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $194.1M | 0.0% | 3.5% | +0.4% |
| 9 | Davis Asset Management, L.P. | 1.5M | $149.5M | 3.8% | 2.7% | 0.0% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 751,934 | $73.2M | 0.0% | 1.3% | +2.7% |
| 11 | FRANKLIN RESOURCES INC | 714,462 | $69.6M | 0.0% | 1.3% | -5.4% |
| 12 | NORTHERN TRUST CORP | 710,371 | $69.2M | 0.0% | 1.3% | +3.7% |
| 13 | AMERIPRISE FINANCIAL INC | 654,362 | $63.7M | 0.0% | 1.2% | -7.6% |
| 14 | Invesco Ltd. | 617,610 | $60.1M | 0.0% | 1.1% | +13.1% |
| 15 | MORGAN STANLEY | 591,123 | $57.6M | 0.0% | 1% | +8.7% |
| 16 | EMERALD ADVISERS, LLC | 536,162 | $52.2M | 1.2% | 0.9% | +8.0% |
| 17 | WASATCH ADVISORS LP | 515,576 | $50.2M | 0.3% | 0.9% | -16.4% |
| 18 | GENEVA CAPITAL MANAGEMENT LLC | 477,009 | $46.5M | 1.1% | 0.8% | -21.6% |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 470,586 | $45.8M | 0.0% | 0.8% | -43.8% |
| 20 | GOLDMAN SACHS GROUP INC | 453,375 | $44.2M | 0.0% | 0.8% | +28.2% |
| 21 | Boston Partners | 433,647 | $42.3M | 0.0% | 0.8% | +5.0% |
| 22 | KENNEDY CAPITAL MANAGEMENT LLC | 426,294 | $41.5M | 0.7% | 0.8% | +84.2% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 409,682 | $39.9M | 0.0% | 0.7% | +233.4% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 379,189 | $36.9M | 0.0% | 0.7% | +3.0% |
| 25 | Bank of New York Mellon Corp | 378,027 | $36.8M | 0.0% | 0.7% | +2.5% |
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.