Axos Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 8.15 M | $690.18 M | 2.38% | 14.46% |
| VANGUARD GROUP INC | 11/07/2025 | 5.93 M | $501.86 M | -0.19% | 10.51% |
| STATE STREET CORP | 11/14/2025 | 2.68 M | $227.09 M | 1.14% | 4.76% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 2.41 M | $204.30 M | 1.49% | 4.28% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.17 M | $183.85 M | -6.69% | 3.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.71 M | $146.52 M | 12.59% | 3.04% |
| DAVIS ASSET MANAGEMENT, L.P. | 11/14/2025 | 1.46 M | $123.35 M | 0.00% | 2.58% |
| FMR LLC | 11/13/2025 | 1.39 M | $117.80 M | 653.72% | 2.47% |
| WASATCH ADVISORS LP | 11/14/2025 | 905.48 K | $76.65 M | -0.39% | 1.61% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/13/2025 | 738.33 K | $62.50 M | -0.14% | 1.31% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 709.78 K | $60.08 M | -4.17% | 1.26% |
| NORTHERN TRUST CORP | 11/14/2025 | 689.76 K | $58.39 M | 1.49% | 1.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 669.32 K | $56.66 M | 3.84% | 1.19% |
| EMERALD ADVISERS, LLC | 10/30/2025 | 528.91 K | $44.77 M | -4.46% | 0.94% |
| MORGAN STANLEY | 11/14/2025 | 474.77 K | $40.19 M | -20.86% | 0.84% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 445.41 K | $37.70 M | 18.13% | 0.79% |
| NUVEEN, LLC | 11/12/2025 | 443.44 K | $37.54 M | -14.37% | 0.79% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 414.18 K | $35.06 M | 198.00% | 0.73% |
| SHAKER INVESTMENTS LLC/OH | 10/17/2025 | 399.72 K | $33.84 M | -2.60% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 391.42 K | $33.13 M | 1.80% | 0.69% |
| JARISLOWSKY, FRASER LTD | 10/21/2025 | 382.18 K | $32.35 M | -1.16% | 0.68% |
| BOSTON PARTNERS | 11/13/2025 | 380.09 K | $32.14 M | -0.48% | 0.67% |
| BRAGG FINANCIAL ADVISORS, INC | 11/13/2025 | 354.82 K | $30.04 M | 0.21% | 0.63% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 351.63 K | $29.77 M | -3.66% | 0.62% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/30/2025 | 341.26 K | $28.89 M | -6.25% | 0.61% |
| JPMORGAN CHASE & CO | 11/26/2025 | 330.89 K | $28.01 M | 18.18% | 0.59% |
| ALGERT GLOBAL LLC | 11/14/2025 | 329.48 K | $27.89 M | 5.58% | 0.58% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 315.62 K | $26.72 M | -3.71% | 0.56% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 275.08 K | $23.29 M | 10.49% | 0.49% |
| UBS GROUP AG | 11/13/2025 | 267.31 K | $22.63 M | 65.71% | 0.47% |
| PEMBROKE MANAGEMENT, LTD | 10/28/2025 | 261.49 K | $22.14 M | -2.06% | 0.46% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 257.84 K | $21.54 M | 62.37% | 0.46% |
| INVESCO LTD. | 11/13/2025 | 242.18 K | $20.50 M | -8.26% | 0.43% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 237.56 K | $20.11 M | -19.59% | 0.42% |
| STIEVEN CAPITAL ADVISORS, L.P. | 11/13/2025 | 236.96 K | $20.06 M | -16.58% | 0.42% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 225.30 K | $19.07 M | -4.44% | 0.40% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 219.94 K | $18.62 M | 6.10% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 181.60 K | $15.37 M | 0.83% | 0.32% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 179.67 K | $15.21 M | 12.14% | 0.32% |
| RHUMBLINE ADVISERS | 11/06/2025 | 161.35 K | $13.66 M | 1.09% | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 154.95 K | $13.12 M | -60.94% | 0.27% |
| GATOR CAPITAL MANAGEMENT, LLC | 11/13/2025 | 154.06 K | $13.04 M | 0.54% | 0.27% |
| EDGESTREAM PARTNERS, L.P. | 11/12/2025 | 147.14 K | $12.46 M | -10.98% | 0.26% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 146.56 K | $12.41 M | -10.79% | 0.26% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 145.21 K | $12.29 M | -0.52% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 142.61 K | $12.07 M | -0.57% | 0.25% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 11/14/2025 | 141.96 K | $12.02 M | 67.08% | 0.25% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 11/14/2025 | 140.34 K | $11.88 M | -36.27% | 0.25% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 139.75 K | $11.83 M | 3.39% | 0.25% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 130.07 K | $11.01 M | -3.59% | 0.23% |
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Axos Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 473 institutional investors and hedge funds held shares of Axos Financial, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 8.15 M
VANGUARD GROUP INC: 5.93 M
STATE STREET CORP: 2.68 M
AMERICAN CENTURY COMPANIES INC: 2.41 M
DIMENSIONAL FUND ADVISORS LP: 2.17 M
GEODE CAPITAL MANAGEMENT, LLC: 1.71 M
79.89% of Axos Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 56.28 M shares in the last 24 months. This purchase volume represents approximately $4.75 B in transactions.