Axos Financial (AX) Institutional Ownership

$65.41 -0.36 (-0.54%)

Closing price 03/26/2025 03:58 PM Eastern

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$65.51 +0.10 (+0.15%)

As of 03/26/2025 04:05 PM Eastern

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Current Institutional Ownership Percentage: 83.79%
Number of Institutional Buyers (last 12 months): 193
Total Institutional Inflows (last 12 months): $376.26M

Number of Institutional Sellers (last 12 months): 126
Total Institutional Outflows (last 12 months): $282.90M

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AX Institutional Buying and Selling by Quarter

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Axos Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/24/2025	Wellington Management Group LLP	641,251	$44.79M	0.0%	-20.4%	1.123%
3/18/2025	California State Teachers Retirement System	50,641	$3.54M	0.0%	-1.2%	0.089%
3/17/2025	Wealth Enhancement Advisory Services LLC	4,116	$288K	0.0%	N/A	0.007%
2/25/2025	Heck Capital Advisors LLC	500	$35K	0.0%	N/A	0.001%
2/25/2025	B. Riley Wealth Advisors Inc.	12,828	$896K	0.0%	-71.1%	0.022%
2/18/2025	Western Wealth Management LLC	4,800	$335K	0.1%	N/A	0.008%
2/18/2025	GTS Securities LLC	4,737	$331K	0.0%	-86.5%	0.008%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	109,710	$7.66M	0.0%	+25.5%	0.192%
2/17/2025	Voloridge Investment Management LLC	383,655	$26.80M	0.1%	-18.3%	0.672%
2/17/2025	Twinbeech Capital LP	39,932	$2.79M	0.0%	+1,107.5%	0.070%
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2/17/2025	Two Sigma Advisers LP	41,816	$2.92M	0.0%	+55.9%	0.073%
2/17/2025	Two Sigma Investments LP	224,047	$15.65M	0.0%	-12.0%	0.392%
2/17/2025	Rafferty Asset Management LLC	99,301	$6.94M	0.0%	-25.1%	0.174%
2/17/2025	Raiffeisen Bank International AG	3,013	$214K	0.0%	N/A	0.005%
2/17/2025	Point72 Asia Singapore Pte. Ltd.	2,937	$205K	0.1%	N/A	0.005%
2/17/2025	Redwood Investments LLC	90,712	$6.34M	1.7%	+192.2%	0.159%
2/17/2025	ProShare Advisors LLC	16,461	$1.15M	0.0%	+44.5%	0.029%
2/17/2025	Quantedge Capital Pte Ltd	82,700	$5.78M	2.1%	+79.8%	0.145%
2/17/2025	Quantinno Capital Management LP	8,755	$612K	0.0%	+7.2%	0.015%
2/17/2025	Nuveen Asset Management LLC	618,545	$43.21M	0.0%	-13.5%	1.083%
2/17/2025	Numerai GP LLC	23,414	$1.64M	0.4%	-10.7%	0.041%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31,110	$2.17M	0.0%	+4.0%	0.054%
2/17/2025	Lazard Asset Management LLC	27,963	$1.95M	0.0%	-80.3%	0.049%
2/17/2025	Janus Henderson Group PLC	50,399	$3.52M	0.0%	+0.9%	0.088%
2/17/2025	JARISLOWSKY FRASER Ltd	404,939	$28.29M	0.2%	-34.1%	0.709%
2/17/2025	Ground Swell Capital LLC	3,738	$261K	0.4%	N/A	0.007%
2/17/2025	Focus Partners Wealth	40,735	$2.85M	0.0%	-1.4%	0.071%
2/17/2025	Fred Alger Management LLC	7,070	$494K	0.0%	N/A	0.012%
2/17/2025	D. E. Shaw & Co. Inc.	108,006	$7.54M	0.0%	-62.8%	0.189%
2/17/2025	Deutsche Bank AG	92,818	$6.48M	0.0%	+143.9%	0.163%
2/17/2025	Cubist Systematic Strategies LLC	49,958	$3.49M	0.0%	+19.0%	0.087%
2/17/2025	Cetera Investment Advisers	7,941	$555K	0.0%	+11.0%	0.014%
2/17/2025	Bridgeway Capital Management LLC	88,200	$6.16M	0.1%	-14.3%	0.154%
2/17/2025	Brevan Howard Capital Management LP	5,500	$384K	0.0%	N/A	0.010%
2/17/2025	Bridgefront Capital LLC	2,879	$201K	0.1%	N/A	0.005%
2/17/2025	Balyasny Asset Management L.P.	31,051	$2.17M	0.0%	+112.4%	0.054%
2/17/2025	Bayesian Capital Management LP	8,527	$596K	0.1%	N/A	0.015%
2/17/2025	Bank of America Corp DE	50,713	$3.54M	0.0%	-78.7%	0.089%
2/17/2025	Ameriprise Financial Inc.	677,546	$47.33M	0.0%	+8.7%	1.187%
2/17/2025	Algert Global LLC	173,634	$12.13M	0.3%	+9.5%	0.304%
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2/17/2025	Ategra Capital Management LLC	214,280	$14.97M	9.9%	+47.9%	0.375%
2/14/2025	Mercer Global Advisors Inc. ADV	9,155	$639K	0.0%	+71.3%	0.016%
2/14/2025	Connors Investor Services Inc.	40,246	$2.81M	0.3%	-1.3%	0.070%
2/14/2025	Comerica Bank	19,487	$1.36M	0.0%	-1.6%	0.034%
2/14/2025	Schonfeld Strategic Advisors LLC	34,806	$2.43M	0.0%	+33.9%	0.061%
2/14/2025	AQR Capital Management LLC	126,139	$8.81M	0.0%	+24.0%	0.221%
2/14/2025	Emerald Mutual Fund Advisers Trust	363,398	$25.38M	1.5%	-14.0%	0.636%
2/14/2025	Northern Trust Corp	742,837	$51.89M	0.0%	+4.7%	1.301%
2/14/2025	The Manufacturers Life Insurance Company	31,137	$2.18M	0.0%	-2.6%	0.055%
2/14/2025	Aquatic Capital Management LLC	16,906	$1.18M	0.0%	+43.3%	0.030%
2/14/2025	Lord Abbett & CO. LLC	116,206	$8.12M	0.0%	-13.5%	0.204%
2/14/2025	Hancock Whitney Corp	11,202	$782K	0.0%	+2.5%	0.020%
2/14/2025	Voya Investment Management LLC	16,263	$1.14M	0.0%	-8.2%	0.028%
2/14/2025	Price T Rowe Associates Inc. MD	39,075	$2.73M	0.0%	+11.0%	0.068%
2/14/2025	Hsbc Holdings PLC	117,940	$8.27M	0.0%	+1,619.2%	0.207%
2/14/2025	Stifel Financial Corp	7,310	$511K	0.0%	+3.4%	0.013%
2/14/2025	State of Tennessee Department of Treasury	23,889	$1.67M	0.0%	+79.6%	0.042%
2/14/2025	TD Waterhouse Canada Inc.	467	$33K	0.0%	-25.6%	0.001%
2/14/2025	Tower Research Capital LLC TRC	7,747	$541K	0.0%	+32.1%	0.014%
2/14/2025	MetLife Investment Management LLC	32,968	$2.30M	0.0%	+4.6%	0.058%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	14,048	$981K	0.0%	+3.0%	0.025%
2/14/2025	Dimensional Fund Advisors LP	2,579,398	$180.18M	0.0%	-1.5%	4.517%
2/14/2025	First Trust Advisors LP	139,114	$9.72M	0.0%	+143.0%	0.244%
2/14/2025	Epoch Investment Partners Inc.	199,662	$13.95M	0.1%	+255.3%	0.350%
2/13/2025	CANADA LIFE ASSURANCE Co	60,428	$4.22M	0.0%	-2.8%	0.106%
2/13/2025	Farringdon Capital Ltd.	5,357	$374K	0.2%	N/A	0.009%
2/13/2025	Advisory Research Inc.	20,315	$1.42M	0.2%	+68.4%	0.036%
2/13/2025	Wasatch Advisors LP	1,057,576	$73.87M	0.4%	-8.4%	1.852%
2/13/2025	NewEdge Advisors LLC	900	$63K	0.0%	+1,700.0%	0.002%
2/13/2025	NFJ Investment Group LLC	25,559	$1.79M	0.1%	-1.2%	0.045%
2/13/2025	Guggenheim Capital LLC	3,699	$258K	0.0%	-94.3%	0.006%
2/13/2025	Defined Financial Planning LLC	3,163	$221K	0.2%	N/A	0.006%
2/13/2025	Mariner LLC	6,403	$447K	0.0%	+9.3%	0.011%
2/13/2025	Barclays PLC	154,112	$10.76M	0.0%	+8.0%	0.270%
2/13/2025	Summit Investment Advisors Inc.	5,717	$399K	0.4%	+4.6%	0.010%
2/13/2025	Bragg Financial Advisors Inc	398,364	$27.83M	1.1%	+0.5%	0.698%
2/13/2025	Optimize Financial Inc	5,284	$369K	0.3%	N/A	0.009%
2/13/2025	Sterling Capital Management LLC	11,952	$835K	0.0%	+13.3%	0.021%
2/13/2025	Covestor Ltd	2,274	$158K	0.1%	+24.1%	0.004%
2/13/2025	Kennedy Capital Management LLC	66,383	$4.64M	0.1%	+10.5%	0.116%
2/13/2025	Raymond James Financial Inc.	235,710	$16.46M	0.0%	N/A	0.413%
2/13/2025	Renaissance Group LLC	51,760	$3.62M	0.1%	+11.3%	0.091%
2/13/2025	Renaissance Technologies LLC	10,684	$746K	0.0%	-90.2%	0.019%
2/13/2025	Legal & General Group Plc	150,895	$10.54M	0.0%	-1.7%	0.264%
2/13/2025	Invesco Ltd.	484,561	$33.85M	0.0%	+7.0%	0.849%
2/13/2025	Bank of Montreal Can	26,392	$1.84M	0.0%	-21.5%	0.046%
2/13/2025	Cerity Partners LLC	14,341	$946K	0.0%	+17.1%	0.025%
2/13/2025	Federated Hermes Inc.	11,301	$789K	0.0%	-21.9%	0.020%
2/13/2025	Gator Capital Management LLC	153,020	$10.69M	4.0%	-0.1%	0.268%
2/13/2025	Russell Investments Group Ltd.	17,705	$1.24M	0.0%	-3.3%	0.031%
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2/13/2025	Envestnet Asset Management Inc.	43,445	$3.04M	0.0%	+19.9%	0.076%
2/13/2025	Dynamic Technology Lab Private Ltd	16,420	$1.15M	0.2%	-28.4%	0.029%
2/13/2025	Wells Fargo & Company MN	70,916	$4.95M	0.0%	+14.7%	0.124%
2/12/2025	ExodusPoint Capital Management LP	49,753	$3.48M	0.0%	N/A	0.087%
2/12/2025	World Investment Advisors	3,821	$267K	0.0%	+8.5%	0.007%
2/12/2025	Bryce Point Capital LLC	7,322	$511K	0.1%	N/A	0.013%
2/12/2025	Huntington National Bank	3,395	$237K	0.0%	+24.7%	0.006%
2/12/2025	Trexquant Investment LP	43,888	$3.07M	0.0%	+152.2%	0.077%
2/12/2025	Geode Capital Management LLC	1,488,259	$103.98M	0.0%	+3.0%	2.606%
2/12/2025	Franklin Resources Inc.	132,806	$9.28M	0.0%	-7.3%	0.233%

(Data available from 1/1/2016 forward)

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AX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AX shares?: During the previous two years, 333 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were Vanguard Group Inc. ($428.15M), State Street Corp ($199.88M), Dimensional Fund Advisors LP ($180.18M), American Century Companies Inc. ($130.95M), Geode Capital Management LLC ($103.98M), Wasatch Advisors LP ($73.87M), 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 270 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. ($1.42M), Raymond James Financial Inc. ($471.42K), Wasatch Advisors LP ($470.68K), Epoch Investment Partners Inc. ($468.11K), Boston Partners ($427.09K), Goldman Sachs Group Inc. ($423.93K), and Norges Bank ($395.11K).

How much institutional buying is happening at Axos Financial?: Institutional investors have bought a total of 12,167,850 shares in the last 24 months. This purchase volume represents approximately $739.52M in transactions.
Which Axos Financial major shareholders have been selling company stock?: Of the 173 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 ($448.99K), Basswood Capital Management L.L.C. ($438.87K), Vanguard Group Inc. ($373.32K), Wasatch Advisors LP ($334.15K), Wellington Management Group LLP ($329.11K), Redwood Investments LLC ($319.61K), and Cubist Systematic Strategies LLC ($280.51K).
How much institutional selling is happening at Axos Financial?: Institutional investors have sold a total of 7,458,885 shares in the last 24 months. This volume of shares sold represents approximately $458.74M in transactions.

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This page (NYSE:AX) was last updated on 3/27/2025 by MarketBeat.com Staff

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Axos Financial (AX) Institutional Ownership

AX Institutional Buying and Selling by Quarter

Axos Financial Major Shareholders & Ownership History

AX Institutional Ownership - Frequently Asked Questions

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Axos Financial (AX) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Axos Financial (NYSE:AX)

AX Institutional Buying and Selling by Quarter

Axos Financial Major Shareholders & Ownership History

AX Institutional Ownership - Frequently Asked Questions

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