Axos Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 8.29 M | $579.00 M | -0.76% | 14.52% |
| VANGUARD GROUP INC | 02/11/2025 | 6.13 M | $428.15 M | 0.82% | 10.53% |
| STATE STREET CORP | 02/14/2025 | 3.33 M | $232.44 M | 4.69% | 5.83% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.58 M | $180.18 M | -1.53% | 4.43% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 1.87 M | $130.95 M | 9.58% | 3.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.49 M | $103.98 M | 3.01% | 2.56% |
| DAVIS ASSET MANAGEMENT, L.P. | 02/14/2025 | 1.46 M | $101.79 M | -2.85% | 2.50% |
| WASATCH ADVISORS LP | 02/13/2025 | 1.06 M | $73.87 M | -8.41% | 1.82% |
| GENEVA CAPITAL MANAGEMENT LLC | 02/06/2025 | 699,900 | $48.89 M | -1.22% | 1.23% |
| MORGAN STANLEY | 02/14/2025 | 704,632 | $49.22 M | 1.45% | 1.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 671,123 | $46.88 M | -0.26% | 1.18% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 677,687 | $47.34 M | 7.86% | 1.16% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 677,546 | $47.33 M | 8.70% | 1.16% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 641,251 | $44.79 M | -20.42% | 1.12% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 618,545 | $43.21 M | -13.47% | 1.06% |
| FMR LLC | 02/13/2025 | 496,419 | $34.67 M | -34.89% | 0.85% |
| EMERALD ADVISERS, LLC | 02/11/2025 | 479,120 | $33.47 M | -5.23% | 0.84% |
| INVESCO LTD. | 02/13/2025 | 484,561 | $33.85 M | 6.96% | 0.83% |
| LOOMIS SAYLES & CO L P | 02/12/2025 | 439,734 | $30.72 M | -3.02% | 0.77% |
| BOSTON PARTNERS | 02/11/2025 | 427,085 | $29.92 M | 100.00% | 0.75% |
| SHAKER INVESTMENTS LLC/OH | 01/29/2025 | 426,031 | $29.76 M | -3.10% | 0.75% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 410,881 | $28.70 M | -9.50% | 0.71% |
| JPMORGAN CHASE & CO | 02/12/2025 | 410,590 | $28.68 M | 45.78% | 0.71% |
| JARISLOWSKY, FRASER LTD | 02/14/2025 | 404,939 | $28.28 M | -34.09% | 0.70% |
| BRAGG FINANCIAL ADVISORS, INC | 02/13/2025 | 398,364 | $27.83 M | 0.51% | 0.68% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 383,655 | $26.80 M | -18.28% | 0.66% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/14/2025 | 363,398 | $25.38 M | -13.98% | 0.62% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 337,918 | $23.60 M | 5.36% | 0.58% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 289,723 | $20.24 M | -32.11% | 0.51% |
| PEMBROKE MANAGEMENT, LTD | 01/31/2025 | 258,290 | $18.04 M | 7.66% | 0.45% |
| STIEVEN CAPITAL ADVISORS, L.P. | 01/30/2025 | 235,659 | $16.46 M | -17.41% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 235,710 | $16.46 M | 100.00% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 230,500 | $16.10 M | -31.62% | 0.40% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 224,047 | $15.65 M | -12.04% | 0.38% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 02/14/2025 | 214,280 | $14.97 M | 47.94% | 0.38% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 215,241 | $15.03 M | -31.73% | 0.37% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 201,772 | $14.09 M | -1.75% | 0.35% |
| CITADEL ADVISORS LLC | 02/14/2025 | 205,635 | $14.36 M | -12.26% | 0.35% |
| EPOCH INVESTMENT PARTNERS, INC. | 02/13/2025 | 199,662 | $13.95 M | 255.35% | 0.34% |
| ALGERT GLOBAL LLC | 02/14/2025 | 173,634 | $12.13 M | 9.47% | 0.30% |
| PEAK6 LLC | 02/13/2025 | 166,200 | $11.61 M | 100.00% | 0.29% |
| RHUMBLINE ADVISERS | 01/30/2025 | 163,273 | $11.40 M | -1.05% | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 159,100 | $11.11 M | -15.33% | 0.27% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/14/2025 | 154,937 | $10.82 M | 6.88% | 0.27% |
| BARCLAYS PLC | 02/13/2025 | 154,112 | $10.76 M | 7.99% | 0.26% |
| GATOR CAPITAL MANAGEMENT, LLC | 02/13/2025 | 153,020 | $10.69 M | -0.10% | 0.26% |
| CITIGROUP INC | 02/12/2025 | 149,627 | $10.45 M | -1.01% | 0.26% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 150,895 | $10.54 M | -1.70% | 0.26% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/12/2025 | 145,524 | $10.16 M | -4.35% | 0.25% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 141,004 | $9.85 M | 100.00% | 0.25% |
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Axos Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 417 institutional investors and hedge funds held shares of Axos Financial, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 8.29 M
VANGUARD GROUP INC: 6.13 M
STATE STREET CORP: 3.33 M
DIMENSIONAL FUND ADVISORS LP: 2.58 M
AMERICAN CENTURY COMPANIES INC: 1.87 M
GEODE CAPITAL MANAGEMENT, LLC: 1.49 M
82.78% of Axos Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 57.82 M shares in the last 24 months. This purchase volume represents approximately $3.71 B in transactions.