Axos Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 8.35 M | $525.21 M | 100.00% | 14.52% |
| VANGUARD GROUP INC | 11/13/2024 | 6.08 M | $382.30 M | 9.23% | 10.57% |
| STATE STREET CORP | 11/14/2024 | 3.18 M | $199.88 M | 5.47% | 5.53% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.62 M | $164.72 M | -1.27% | 4.56% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.71 M | $107.58 M | 10.39% | 2.97% |
| DAVIS ASSET MANAGEMENT, L.P. | 11/12/2024 | 1.50 M | $94.32 M | 0.00% | 2.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.44 M | $90.86 M | 6.78% | 2.51% |
| WASATCH ADVISORS LP | 11/14/2024 | 1.15 M | $72.61 M | 33.99% | 2.01% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 805,808 | $50.67 M | 0.00% | 1.40% |
| FMR LLC | 11/13/2024 | 762,429 | $47.94 M | -7.81% | 1.33% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 714,846 | $44.95 M | -16.20% | 1.24% |
| NORTHERN TRUST CORP | 11/13/2024 | 709,630 | $44.62 M | 0.97% | 1.23% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/05/2024 | 708,520 | $44.55 M | 0.28% | 1.23% |
| MORGAN STANLEY | 11/14/2024 | 694,594 | $43.68 M | 3.01% | 1.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 672,842 | $42.31 M | -1.25% | 1.17% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 628,317 | $39.51 M | 0.31% | 1.09% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 623,308 | $39.19 M | 14.64% | 1.08% |
| JARISLOWSKY, FRASER LTD | 11/13/2024 | 614,338 | $38.63 M | -3.11% | 1.07% |
| EMERALD ADVISERS, LLC | 10/29/2024 | 505,544 | $31.79 M | 14.35% | 0.88% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 469,471 | $29.52 M | 0.65% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 453,998 | $28.55 M | -9.29% | 0.79% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 453,425 | $28.51 M | 9.43% | 0.79% |
| INVESCO LTD. | 11/12/2024 | 453,031 | $28.49 M | 55.98% | 0.79% |
| SHAKER INVESTMENTS LLC/OH | 10/10/2024 | 439,653 | $27.65 M | -4.42% | 0.76% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 426,743 | $26.83 M | -3.53% | 0.74% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/29/2024 | 422,460 | $26.56 M | 10.51% | 0.73% |
| BRAGG FINANCIAL ADVISORS, INC | 11/14/2024 | 396,336 | $24.92 M | 0.43% | 0.69% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 337,100 | $21.20 M | -46.77% | 0.59% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 320,717 | $20.17 M | 27.93% | 0.56% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 315,291 | $19.83 M | -14.15% | 0.55% |
| STIEVEN CAPITAL ADVISORS, L.P. | 11/07/2024 | 285,333 | $17.94 M | -13.12% | 0.50% |
| JPMORGAN CHASE & CO | 12/26/2024 | 281,658 | $17.71 M | 12.86% | 0.49% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2024 | 258,937 | $16.28 M | 0.00% | 0.45% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 254,709 | $16.02 M | -26.13% | 0.44% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 243,749 | $15.33 M | -28.11% | 0.42% |
| PEMBROKE MANAGEMENT, LTD | 10/29/2024 | 239,910 | $15.09 M | -22.33% | 0.42% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 237,750 | $14.95 M | 26.23% | 0.41% |
| CITADEL ADVISORS LLC | 11/14/2024 | 234,371 | $14.74 M | -83.04% | 0.41% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 205,372 | $12.91 M | -3.84% | 0.36% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 200,808 | $12.63 M | 8,957.65% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 187,900 | $11.82 M | 8.74% | 0.33% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 175,168 | $11.01 M | -26.95% | 0.30% |
| RHUMBLINE ADVISERS | 11/12/2024 | 165,003 | $10.38 M | -1.51% | 0.29% |
| TCW GROUP INC | 11/19/2024 | 163,400 | $10.27 M | -24.39% | 0.28% |
| ALGERT GLOBAL LLC | 11/12/2024 | 158,617 | $9.97 M | -13.49% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 153,509 | $9.65 M | 3.70% | 0.27% |
| GATOR CAPITAL MANAGEMENT, LLC | 11/14/2024 | 153,180 | $9.63 M | -2.54% | 0.27% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 152,141 | $9.87 M | -2.69% | 0.26% |
| CITIGROUP INC | 11/12/2024 | 151,151 | $9.50 M | 3.19% | 0.26% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 144,958 | $9.11 M | 2.19% | 0.25% |
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Axos Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 390 institutional investors and hedge funds held shares of Axos Financial, Inc.. The most heavily invested institutionals were:
ARGENT CAPITAL MANAGEMENT LLC: 39,181
Ridgewood Investments LLC: 18,376
Empowered Funds, LLC: 16,306
EXCHANGE TRADED CONCEPTS, LLC: 15,621
CCG WEALTH MANAGEMENT, LLC: 15,200
SummerHaven Investment Management, LLC: 13,180
83.09% of Axos Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 57.35 M shares in the last 24 months. This purchase volume represents approximately $3.98 B in transactions.