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Axos Financial (AX) Institutional Ownership

Axos Financial logo
$80.16 -0.42 (-0.52%)
(As of 11/15/2024 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)
144
Total
Institutional Inflows
(last 12 months)
$314.98M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$198.51M
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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
11/16/2024 Geode Capital Management LLC1,444,756$90.86M0.0%+6.8%2.531%
11/15/2024Barclays PLC142,715$8.97M0.0%+32.6%0.250%
11/15/2024Y Intercept Hong Kong Ltd13,301$836K0.1%N/A0.023%
11/15/2024MML Investors Services LLC3,373$212K0.0%N/A0.006%
11/15/2024 State Street Corp3,178,708$199.88M0.0%+5.5%5.568%
11/15/2024 Quadrature Capital Ltd16,034$1.01M0.0%+182.3%0.028%
11/15/2024 Quarry LP463$29K0.0%-68.3%0.001%
11/15/2024 Point72 DIFC Ltd2,245$141K0.0%N/A0.004%
11/15/2024 NFJ Investment Group LLC25,873$1.63M0.0%N/A0.045%
11/15/2024 Janus Henderson Group PLC49,972$3.14M0.0%-5.5%0.088%
11/14/2024 Wasatch Advisors LP1,154,737$72.61M0.4%+34.0%2.023%
11/14/2024 Edgestream Partners L.P.104,595$6.58M0.3%+94.8%0.183%
11/14/2024 Verition Fund Management LLC8,337$524K0.0%-60.5%0.015%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC87,406$5.50M0.0%-13.5%0.153%
11/14/2024 Public Sector Pension Investment Board114,869$7.22M0.0%+3.0%0.201%
11/13/2024 Townsquare Capital LLC3,643$229K0.0%N/A0.006%
11/13/2024 BNP Paribas Financial Markets41,521$2.61M0.0%+202.4%0.073%
11/13/2024 Quantbot Technologies LP75,315$4.74M0.2%+61.0%0.132%
11/13/2024 Advantage Alpha Capital Partners LP7,510$472K0.1%+8.5%0.013%
11/13/2024 FMR LLC762,429$47.94M0.0%-7.8%1.335%
11/13/2024 D.A. Davidson & CO.24,871$1.56M0.0%-1.7%0.044%
11/13/2024 The Manufacturers Life Insurance Company 31,977$2.01M0.0%+3.6%0.056%
11/13/2024 Bank of Montreal Can33,633$2.10M0.0%-17.2%0.059%
11/13/2024 Hancock Whitney Corp10,931$687K0.0%+1.3%0.019%
11/13/2024 Loomis Sayles & Co. L P453,425$28.51M0.0%+9.4%0.794%
11/13/2024 Dynamic Technology Lab Private Ltd22,926$1.44M0.2%N/A0.040%
11/12/2024 Algert Global LLC158,617$9.97M0.3%-13.5%0.278%
11/12/2024 Cerity Partners LLC12,251$770K0.0%+27.2%0.021%
11/12/2024 Citigroup Inc.151,151$9.50M0.0%+3.2%0.265%
11/12/2024 Raymond James Trust N.A.3,659$230K0.0%N/A0.006%
11/12/2024 Charles Schwab Investment Management Inc.672,842$42.31M0.0%-1.3%1.179%
11/9/2024 Intech Investment Management LLC27,441$1.73M0.0%+74.0%0.048%
11/8/2024 Advisors Asset Management Inc.1,961$123K0.0%+33.9%0.003%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG26,095$1.64M0.0%N/A0.046%
11/7/2024 Quest Partners LLC5,291$333K0.0%-5.0%0.009%
11/7/2024 Swiss National Bank105,700$6.65M0.0%-0.6%0.185%
11/7/2024 Stieven Capital Advisors L.P.285,333$17.94M3.4%-13.1%0.500%
11/7/2024 Thrivent Financial for Lutherans78,249$4.92M0.0%-3.4%0.137%
11/6/2024 Mutual of America Capital Management LLC8,139$512K0.0%-2.3%0.014%
11/6/2024 Natixis Advisors LLC21,030$1.32M0.0%+14.9%0.037%
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11/6/2024 Empowered Funds LLC12,718$800K0.0%N/A0.022%
11/6/2024 Royce & Associates LP117,003$7.36M0.1%-8.7%0.205%
11/6/2024 Cornercap Investment Counsel Inc.3,897$245K0.1%-86.0%0.007%
11/6/2024 Huntington National Bank2,723$171K0.0%-8.5%0.005%
11/5/2024 Geneva Capital Management LLC708,520$44.55M0.7%+0.3%1.241%
11/5/2024 Victory Capital Management Inc.15,958$1.00M0.0%-84.1%0.028%
11/5/2024 Aigen Investment Management LP5,155$324K0.1%N/A0.009%
11/5/2024 GSA Capital Partners LLP18,434$1.16M0.1%N/A0.032%
11/4/2024 Versor Investments LP3,800$239K0.0%-56.8%0.007%
11/4/2024 Venturi Wealth Management LLC3,000$189K0.0%N/A0.005%
11/4/2024 Ashton Thomas Securities LLC653$41K0.0%N/A0.001%
11/4/2024 State of New Jersey Common Pension Fund D28,806$1.81M0.0%-17.3%0.050%
11/4/2024 Crossmark Global Holdings Inc.3,836$241K0.0%+4.4%0.007%
11/2/2024 Covestor Ltd1,832$115K0.1%-10.9%0.003%
11/1/2024 Summit Global Investments19,681$1.24M0.1%+2.5%0.035%
10/31/2024 Principal Financial Group Inc.320,717$20.17M0.0%+27.9%0.563%
10/30/2024 Amalgamated Bank15,956$1.00M0.0%+2.1%0.028%
10/29/2024 Emerald Advisers LLC505,544$31.79M1.2%+14.4%0.888%
10/29/2024 Pembroke Management LTD239,910$15.09M2.0%-22.3%0.421%
10/29/2024 Emerald Mutual Fund Advisers Trust422,460$26.56M1.4%+10.5%0.742%
10/29/2024 Farther Finance Advisors LLC648$41K0.0%+881.8%0.001%
10/28/2024 Rice Hall James & Associates LLC78,831$4.96M0.3%-76.4%0.138%
10/28/2024 US Bancorp DE1,029$65K0.0%+325.2%0.002%
10/25/2024 New York State Teachers Retirement System42,847$2.69M0.0%+0.8%0.075%
10/24/2024 Nisa Investment Advisors LLC11,321$712K0.0%-2.1%0.020%
10/24/2024 State of Alaska Department of Revenue30,883$1.94M0.0%+3.7%0.054%
10/24/2024 DekaBank Deutsche Girozentrale22,226$1.38M0.0%+2.0%0.039%
10/23/2024 Louisiana State Employees Retirement System26,200$1.65M0.0%+2.7%0.046%
10/23/2024 Argent Capital Management LLC34,039$2.14M0.1%+306.5%0.060%
10/19/2024 Allspring Global Investments Holdings LLC175,168$11.02M0.0%-26.9%0.307%
10/18/2024Raymond James & Associates109,964$6.92M0.0%+29.7%0.193%
10/17/2024 AlphaMark Advisors LLC5,091$320K0.1%-7.9%0.009%
10/16/2024 nVerses Capital LLC5,100$321K0.1%+88.9%0.009%
10/16/2024 Vontobel Holding Ltd.6,424$404K0.0%-6.4%0.011%
10/16/2024 CCG Wealth Management LLC15,200$956K0.5%-72.0%0.027%
10/11/2024 Wesbanco Bank Inc.5,300$333K0.0%N/A0.009%
10/11/2024 Kathleen S. Wright Associates Inc.426$27K0.0%N/A0.001%
10/10/2024 Shaker Investments LLC OH439,653$27.65M11.5%-4.4%0.772%
10/10/2024 Exchange Traded Concepts LLC14,801$931K0.0%-13.1%0.026%
10/10/2024 Inspire Investing LLC12,662$796K0.1%N/A0.022%
10/10/2024 Livforsakringsbolaget Skandia Omsesidigt32,600$2.05M0.1%+24.4%0.057%
10/8/2024 CWM LLC3,359$211K0.0%-35.5%0.006%
10/8/2024 Axiom Advisory LLC43,264$2.84M0.0%+1.6%0.076%
10/7/2024 GAMMA Investing LLC982$62K0.0%+45.7%0.002%
10/5/2024 Ridgewood Investments LLC18,476$1.16M0.6%-3.0%0.032%
10/3/2024 SG Americas Securities LLC7,344$462K0.0%-77.1%0.013%
9/16/2024 Cubist Systematic Strategies LLC3,898$223K0.0%-97.3%0.007%
9/5/2024Sanctuary Advisors LLC10,379$551K0.0%N/A0.018%
8/21/2024 Truist Financial Corp20,517$1.17M0.0%+4.9%0.036%
8/19/2024B. Riley Wealth Advisors Inc.44,392$2.54M0.1%-0.9%0.078%
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8/16/2024 Algert Global LLC183,352$10.48M0.3%+9.9%0.322%
8/16/2024Cim Investment Management Inc.4,416$252K0.1%-19.2%0.008%
8/15/2024 Mackenzie Financial Corp3,525$201K0.0%N/A0.006%
8/15/2024 The Manufacturers Life Insurance Company30,866$1.76M0.0%+3.0%0.054%
8/15/2024 Millennium Management LLC367,251$20.99M0.0%+107.9%0.645%
8/15/2024 Maverick Capital Ltd.36,200$2.07M0.0%+287.4%0.064%
8/15/2024 Earnest Partners LLC3,600$206K0.0%N/A0.006%
8/15/2024 AQR Capital Management LLC121,804$6.96M0.0%-31.4%0.214%
8/15/2024 Caxton Associates LP9,153$523K0.0%-44.8%0.016%
8/14/2024 Cubist Systematic Strategies LLC3,898$223K0.0%-97.3%0.007%
(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, 260 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were Vanguard Group Inc. ($317.25M), State Street Corp ($199.88M), Dimensional Fund Advisors LP ($151.63M), Geode Capital Management LLC ($90.86M), American Century Companies Inc. ($88.57M), Wasatch Advisors LP ($72.61M), and Davis Asset Management L.P. ($56.79M).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 205 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. ($1.36M), Wasatch Advisors LP ($470.68K), Goldman Sachs Group Inc. ($423.93K), Davis Asset Management L.P. ($408.28K), Norges Bank ($395.11K), Dimensional Fund Advisors LP ($373.60K), and Epoch Investment Partners Inc. ($324.64K).

How much institutional buying is happening at Axos Financial?

Institutional investors have bought a total of 10,009,276 shares in the last 24 months. This purchase volume represents approximately $565.76M in transactions.

Which Axos Financial major shareholders have been selling company stock?

Of the 146 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: Rice Hall James & Associates LLC ($450.85K), Basswood Capital Management L.L.C. ($438.87K), Vanguard Group Inc. ($373.32K), Redwood Investments LLC ($327.44K), Cubist Systematic Strategies LLC ($280.51K), Epoch Investment Partners Inc. ($266.06K), and Victory Capital Management Inc. ($261.78K).

How much institutional selling is happening at Axos Financial?

Institutional investors have sold a total of 5,266,460 shares in the last 24 months. This volume of shares sold represents approximately $298.67M in transactions.


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This page (NYSE:AX) was last updated on 11/17/2024 by MarketBeat.com Staff
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