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Axos Financial (AX) Institutional Ownership

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(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Axos Financial (NYSE:AX)

Current
Institutional Ownership
Percentage
83.79%
Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$339.17M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$155.91M
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AX Institutional Buying and Selling by Quarter

Axos Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank22,545$1.22M0.0%-10.2%0.040%
5/17/2024 Hancock Whitney Corp12,461$673K0.0%+213.6%0.022%
5/17/2024 Tidal Investments LLC28,294$1.53M0.0%+10.9%0.050%
5/16/2024 California State Teachers Retirement System54,831$2.96M0.0%-7.3%0.096%
5/16/2024 EJF Capital LLC52,393$2.83M2.0%-45.4%0.092%
5/16/2024 B. Riley Wealth Advisors Inc.44,796$2.42M0.1%+1.6%0.079%
5/16/2024 Janus Henderson Group PLC55,640$3.01M0.0%+130.1%0.098%
5/16/2024 Kennedy Capital Management LLC74,629$4.03M0.1%-33.1%0.131%
5/16/2024 Caxton Associates LP16,575$896K0.1%N/A0.029%
5/15/2024 Price T Rowe Associates Inc. MD33,095$1.79M0.0%+5.9%0.058%
5/15/2024 Lazard Asset Management LLC260,100$14.06M0.0%+6.1%0.457%
5/15/2024 Epoch Investment Partners Inc.144,877$7.83M0.0%N/A0.254%
5/15/2024 Quadrature Capital Ltd10,030$542K0.0%+38.4%0.018%
5/14/2024 Advisors Asset Management Inc.901$49K0.0%+122.5%0.002%
5/14/2024 EntryPoint Capital LLC495$27K0.0%+816.7%0.001%
5/14/2024 Stieven Capital Advisors L.P.324,033$17.51M3.6%+14.6%0.569%
5/14/2024 CANADA LIFE ASSURANCE Co50,460$2.73M0.0%+19.7%0.089%
5/14/2024 American International Group Inc.29,340$1.59M0.0%-2.3%0.052%
5/11/2024 Covestor Ltd2,684$145K0.1%+41.0%0.005%
5/11/2024 Edgestream Partners L.P.70,915$3.83M0.2%+82.7%0.124%
5/10/2024 Connors Investor Services Inc.43,383$2.34M0.2%-6.6%0.076%
5/10/2024 Vanguard Group Inc.5,870,571$317.25M0.0%-1.1%10.305%
5/10/2024 M&G Plc152,762$8.25M0.0%N/A0.268%
5/9/2024 Lord Abbett & CO. LLC163,586$8.84M0.0%-13.1%0.287%
5/9/2024 Scout Investments Inc.138,059$7.24M0.2%-6.0%0.242%
5/9/2024 First Eagle Investment Management LLC187,572$10.14M0.0%+7.2%0.329%
5/9/2024 Pembroke Management LTD335,800$18.15M2.2%-3.2%0.589%
5/9/2024 Foundry Partners LLC5,463$295K0.0%-14.3%0.010%
5/9/2024 State Board of Administration of Florida Retirement System25,012$1.35M0.0%+54.0%0.044%
5/8/2024 ProShare Advisors LLC10,948$592K0.0%+5.9%0.019%
5/8/2024 Russell Investments Group Ltd.18,447$997K0.0%+36.7%0.032%
5/7/2024 Sei Investments Co.49,233$2.66M0.0%+9.7%0.086%
5/7/2024 Swiss National Bank108,200$5.85M0.0%-2.1%0.190%
5/7/2024 Illinois Municipal Retirement Fund30,132$1.63M0.0%+9.6%0.053%
5/7/2024 SG Americas Securities LLC5,800$313K0.0%+24.5%0.010%
5/6/2024 Quantbot Technologies LP32,424$1.75M0.1%-41.9%0.057%
5/6/2024 Duality Advisers LP10,434$564K0.1%-32.7%0.018%
5/4/2024 Geneva Capital Management LLC723,960$39.12M0.7%-0.6%1.271%
5/3/2024 GSA Capital Partners LLP31,440$1.70M0.1%+122.2%0.055%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S13,064$706K0.0%N/A0.023%
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5/2/2024 Mutual of America Capital Management LLC8,724$471K0.0%-3.0%0.015%
5/1/2024 BNP Paribas Financial Markets45,960$2.48M0.0%+37.6%0.081%
5/1/2024 Mirae Asset Global Investments Co. Ltd.24,948$1.35M0.0%-3.7%0.044%
4/30/2024 Argent Capital Management LLC5,999$324K0.0%+10.4%0.011%
4/29/2024 Principal Financial Group Inc.263,499$14.24M0.0%-1.8%0.463%
4/26/2024 Yousif Capital Management LLC22,901$1.24M0.0%-10.0%0.040%
4/25/2024 Shaker Investments LLC OH466,277$25.20M10.7%-0.3%0.819%
4/23/2024 Rice Hall James & Associates LLC388,256$20.98M1.2%-15.2%0.682%
4/23/2024 Louisiana State Employees Retirement System25,100$1.36M0.0%-2.3%0.044%
4/22/2024 Raymond James & Associates88,301$4.77M0.0%+7.8%0.155%
4/20/2024 Maryland State Retirement & Pension System18,248$986K0.0%-2.3%0.032%
4/19/2024 State of Alaska Department of Revenue30,850$1.67M0.0%-2.4%0.054%
4/18/2024 Wasatch Advisors LP1,040,022$56.20M0.3%-2.6%1.828%
4/18/2024 Allspring Global Investments Holdings LLC207,891$11.23M0.0%+96.7%0.365%
4/18/2024 AlphaMark Advisors LLC5,576$301K0.1%-12.6%0.010%
4/18/2024 CCG Wealth Management LLC54,211$2.93M1.8%+441.5%0.095%
4/17/2024 Investment Research & Advisory Group Inc.504$27K0.0%N/A0.001%
4/16/2024 Toth Financial Advisory Corp11,430$618K0.1%N/A0.020%
4/10/2024 Ridgewood Investments LLC19,038$1.03M0.5%-4.6%0.033%
4/5/2024 First Hawaiian Bank4,555$246K0.0%-65.0%0.008%
4/5/2024 GAMMA Investing LLC519$28K0.0%-41.4%0.001%
3/28/2024 Newbridge Financial Services Group Inc.470$26K0.0%N/A0.001%
3/27/2024 Nomura Holdings Inc.100,647$5.50M0.0%N/A0.177%
3/25/2024 Quadrature Capital Ltd7,247$395K0.0%-24.7%0.013%
3/22/2024 PNC Financial Services Group Inc.5,318$290K0.0%+8.0%0.009%
3/15/2024 B. Riley Wealth Advisors Inc.44,112$2.41M0.1%-1.5%0.078%
3/11/2024 Vanguard Group Inc.5,933,947$323.99M0.0%-0.7%10.429%
3/5/2024 Wellington Management Group LLP214,950$11.74M0.0%+162.7%0.378%
3/1/2024 Goldman Sachs Group Inc.795,381$43.43M0.0%+114.1%1.398%
2/26/2024Virtu Financial LLC6,967$380K0.0%N/A0.012%
2/22/2024 Scarborough Advisors LLC4,871$253K0.0%N/A0.009%
2/15/2024 Orchard Capital Management LLC313,313$17.11M5.4%+5.3%0.551%
2/15/2024 Bragg Financial Advisors Inc357,188$19.50M0.9%+1.0%0.628%
2/15/2024 Comerica Bank25,111$1.37M0.0%-5.2%0.044%
2/14/2024 Avenir Corp20,790$1.14M0.1%N/A0.037%
2/14/2024 Cubist Systematic Strategies LLC369,759$20.19M0.1%+167.9%0.650%
2/14/2024 Wasatch Advisors LP1,068,209$58.32M0.3%-11.7%1.877%
2/14/2024 Nomura Holdings Inc.100,647$5.50M0.0%N/A0.177%
2/14/2024 Basswood Capital Management L.L.C.270,072$14.75M1.0%-59.6%0.475%
2/14/2024 Scout Investments Inc.146,849$8.02M0.2%+2.7%0.258%
2/14/2024 Seven Eight Capital LP12,628$689K0.1%-19.8%0.022%
2/13/2024 Rafferty Asset Management LLC162,804$8.89M0.0%+170.9%0.286%
2/13/2024 Jones Financial Companies Lllp2,419$132K0.0%N/A0.004%
2/13/2024 FinTrust Capital Advisors LLC815$44K0.0%N/A0.001%
2/12/2024 Eagle Asset Management Inc.136,828$7.47M0.0%N/A0.240%
2/12/2024 Capstone Investment Advisors LLC4,093$223K0.0%N/A0.007%
2/12/2024 TFO Wealth Partners LLC2,714$164K0.0%+90,366.7%0.005%
2/12/2024 Olympiad Research LP3,876$212K0.2%-41.0%0.007%
2/12/2024 TD Asset Management Inc27,678$1.51M0.0%-5.8%0.049%
2/12/2024 JARISLOWSKY FRASER Ltd825,667$45.08M0.3%-2.2%1.451%
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2/12/2024 Hsbc Holdings PLC32,808$1.81M0.0%N/A0.058%
2/9/2024 Affinity Investment Advisors LLC11,562$631K0.4%N/A0.020%
2/9/2024 Bayview Asset Management LLC15,000$819K0.3%-70.0%0.026%
2/9/2024 Quest Partners LLC1,830$100K0.0%N/A0.003%
2/9/2024 Trexquant Investment LP31,924$1.74M0.0%N/A0.056%
2/9/2024 D.A. Davidson & CO.25,264$1.38M0.0%+3.5%0.044%
2/9/2024 PNC Financial Services Group Inc.5,318$290K0.0%+8.0%0.009%
2/9/2024 Norges Bank395,108$21.57M0.0%N/A0.694%
2/8/2024 Great Lakes Advisors LLC10,331$564K0.0%N/A0.018%
2/8/2024 First Eagle Investment Management LLC174,922$9.55M0.0%+59.0%0.307%
(Data available from 1/1/2016 forward)

AX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AX shares?

During the previous two years, 244 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were Vanguard Group Inc. ($317.25M), BlackRock Inc. ($293.20M), Dimensional Fund Advisors LP ($148.76M), Davis Asset Management L.P. ($56.79M), Wasatch Advisors LP ($56.20M), American Century Companies Inc. ($52.84M), and Ameriprise Financial Inc. ($52.12M).Learn more on AX's institutional investors.

What percentage of Axos Financial stock is owned by institutional investors?

83.79% of Axos Financial stock is owned by institutional investors. Learn more on AX's institutional investor holdings.

Which institutional investors have been buying Axos Financial stock?

Of the 198 institutional investors that purchased Axos Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Century Companies Inc. ($1.04M), Jarislowsky Fraser Ltd ($890.49K), Basswood Capital Management L.L.C. ($539.42K), CCG Wealth Management LLC ($431.30K), Goldman Sachs Group Inc. ($423.93K), Dimensional Fund Advisors LP ($409.13K), and Davis Asset Management L.P. ($408.28K).

How much institutional buying is happening at Axos Financial?

Institutional investors have bought a total of 11,286,958 shares in the last 24 months. This purchase volume represents approximately $627.15M in transactions.

Which Axos Financial major shareholders have been selling company stock?

Of the 137 institutional investors that sold Axos Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Basswood Capital Management L.L.C. ($438.87K), Redwood Investments LLC ($419.33K), Vanguard Group Inc. ($373.32K), Robeco Institutional Asset Management B.V. ($340K), Rice Hall James & Associates LLC ($328.74K), Wasatch Advisors LP ($236.99K), and Orchard Capital Management LLC ($181.24K).

How much institutional selling is happening at Axos Financial?

Institutional investors have sold a total of 5,287,350 shares in the last 24 months. This volume of shares sold represents approximately $286.85M in transactions.


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This page (NYSE:AX) was last updated on 5/19/2024 by MarketBeat.com Staff

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