Recent Quarter Total Invested
$2.77 B
Recent Quarter Institutional Ownership Percentage
85.26%
Total Invested of Last Quarter
$2.61 B
Ownership Percentage of Last Quarter
84.82%
Axos Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 8.19 M | $468.26 M | -0.87% | 14.39% |
| VANGUARD GROUP INC | 08/13/2024 | 5.57 M | $318.09 M | -5.19% | 9.78% |
| STATE STREET CORP | 08/14/2024 | 3.01 M | $172.23 M | -9.41% | 5.29% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 2.65 M | $151.63 M | -1.19% | 4.66% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 1.55 M | $88.57 M | 26.17% | 2.72% |
| DAVIS ASSET MANAGEMENT, L.P. | 08/13/2024 | 1.50 M | $85.73 M | 0.00% | 2.63% |
| CITADEL ADVISORS LLC | 08/14/2024 | 1.38 M | $78.98 M | 1.46% | 2.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.35 M | $77.33 M | 6.22% | 2.38% |
| WASATCH ADVISORS LP | 08/14/2024 | 861,785 | $49.25 M | -17.14% | 1.51% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 853,042 | $48.75 M | -0.69% | 1.50% |
| FMR LLC | 08/13/2024 | 827,058 | $47.27 M | -22.94% | 1.45% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 805,804 | $46.05 M | 11.51% | 1.42% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/14/2024 | 706,544 | $40.38 M | -2.41% | 1.24% |
| NORTHERN TRUST CORP | 08/14/2024 | 702,793 | $40.16 M | -1.60% | 1.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 681,387 | $38.94 M | -0.28% | 1.20% |
| MORGAN STANLEY | 08/14/2024 | 674,294 | $38.54 M | -1.50% | 1.18% |
| JARISLOWSKY, FRASER LTD | 08/12/2024 | 634,041 | $36.24 M | -2.73% | 1.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 633,300 | $36.19 M | 88.48% | 1.11% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 626,391 | $35.80 M | 91.09% | 1.10% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 543,708 | $31.07 M | -7.59% | 0.96% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 500,483 | $28.60 M | -2.06% | 0.88% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 466,417 | $26.66 M | 5.58% | 0.82% |
| SHAKER INVESTMENTS LLC/OH | 07/26/2024 | 460,000 | $26.29 M | -1.35% | 0.81% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 442,347 | $25.28 M | 94.40% | 0.78% |
| EMERALD ADVISERS, LLC | 08/06/2024 | 442,086 | $25.27 M | -3.35% | 0.78% |
| LOOMIS SAYLES & CO L P | 08/13/2024 | 414,334 | $23.68 M | -10.69% | 0.73% |
| BRAGG FINANCIAL ADVISORS, INC | 08/15/2024 | 394,650 | $22.55 M | 10.08% | 0.69% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 08/06/2024 | 382,276 | $21.85 M | 9.56% | 0.67% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 367,251 | $20.99 M | 107.88% | 0.65% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 344,795 | $19.71 M | 168.91% | 0.61% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 339,048 | $19.38 M | 8.18% | 0.60% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2024 | 333,887 | $19.08 M | -14.00% | 0.59% |
| STIEVEN CAPITAL ADVISORS, L.P. | 08/01/2024 | 328,433 | $18.77 M | 1.36% | 0.58% |
| PEMBROKE MANAGEMENT, LTD | 08/01/2024 | 308,899 | $17.65 M | -8.01% | 0.54% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2024 | 297,620 | $17.01 M | 14.43% | 0.52% |
| INVESCO LTD. | 08/13/2024 | 290,433 | $16.60 M | -2.13% | 0.51% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2024 | 258,937 | $14.80 M | -4.12% | 0.45% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 250,700 | $14.33 M | -4.86% | 0.44% |
| JPMORGAN CHASE & CO | 08/12/2024 | 249,563 | $14.26 M | -12.78% | 0.44% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 239,781 | $13.70 M | 15.34% | 0.42% |
| TCW GROUP INC | 07/19/2024 | 216,100 | $12.35 M | -25.61% | 0.38% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/12/2024 | 213,572 | $12.21 M | 13.86% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 188,342 | $10.76 M | -43.78% | 0.33% |
| ALGERT GLOBAL LLC | 08/15/2024 | 183,352 | $10.48 M | 9.85% | 0.32% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 174,227 | $9.96 M | 0.09% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 172,800 | $9.88 M | -34.89% | 0.30% |
| M&G PLC | 07/16/2024 | 171,740 | $9.79 M | 12.42% | 0.30% |
| RHUMBLINE ADVISERS | 08/01/2024 | 167,534 | $9.57 M | 0.54% | 0.29% |
| LORD, ABBETT & CO. LLC | 08/14/2024 | 157,540 | $9.00 M | -3.70% | 0.28% |
| GATOR CAPITAL MANAGEMENT, LLC | 08/13/2024 | 157,180 | $8.98 M | 100.00% | 0.28% |
Axos Financial, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of AX shares?
During the previous two years, 393 institutional investors and hedge funds held shares of Axos Financial, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 8.19 M
VANGUARD GROUP INC: 5.57 M
STATE STREET CORP: 3.01 M
DIMENSIONAL FUND ADVISORS LP: 2.65 M
AMERICAN CENTURY COMPANIES INC: 1.55 M
Davis Asset Management, L.P.: 1.5 M
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What percentage of Axos Financial, Inc. stock is owned by institutional investors?
85.26% of Axos Financial, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at AX ?
Institutional investors have bought a total of 50.53 M shares in the last 24 months. This purchase volume represents approximately $3.11 B in transactions.