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Axos Financial (AX) Institutional Ownership

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$58.98 +0.65 (+1.11%)
Closing price 04/15/2025 03:59 PM Eastern
Extended Trading
$58.58 -0.40 (-0.67%)
As of 06:26 AM Eastern
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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)
192
Total
Institutional Inflows
(last 12 months)
$379.50M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$288.41M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025SummerHaven Investment Management LLC13,386$864K0.6%+1.6%0.023%
4/15/2025Assenagon Asset Management S.A.54,619$3.52M0.0%-61.3%0.096%
4/15/2025SG Americas Securities LLC11,630$750K0.0%N/A0.020%
4/15/2025 GAMMA Investing LLC1,834$118K0.0%+39.2%0.003%
4/14/2025 Yousif Capital Management LLC20,137$1.30M0.0%-2.1%0.035%
4/14/2025 Pallas Capital Advisors LLC3,768$243K0.0%N/A0.007%
4/8/2025 Rhumbline Advisers156,646$10.11M0.0%-4.1%0.274%
4/7/2025 Summit Global Investments9,829$634K0.0%+33.3%0.017%
4/7/2025 GAMMA Investing LLC118,330$7.64M0.0%+8,878.0%0.207%
3/24/2025Wellington Management Group LLP641,251$44.79M0.0%-20.4%1.123%
3/18/2025California State Teachers Retirement System50,641$3.54M0.0%-1.2%0.089%
3/17/2025Wealth Enhancement Advisory Services LLC4,116$288K0.0%N/A0.007%
2/25/2025Heck Capital Advisors LLC500$35K0.0%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.12,828$896K0.0%-71.1%0.022%
2/18/2025Western Wealth Management LLC4,800$335K0.1%N/A0.008%
2/18/2025GTS Securities LLC4,737$331K0.0%-86.5%0.008%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC109,710$7.66M0.0%+25.5%0.192%
2/17/2025Voloridge Investment Management LLC383,655$26.80M0.1%-18.3%0.672%
2/17/2025Twinbeech Capital LP39,932$2.79M0.0%+1,107.5%0.070%
2/17/2025Two Sigma Advisers LP41,816$2.92M0.0%+55.9%0.073%
2/17/2025Two Sigma Investments LP224,047$15.65M0.0%-12.0%0.392%
2/17/2025Rafferty Asset Management LLC99,301$6.94M0.0%-25.1%0.174%
2/17/2025Raiffeisen Bank International AG3,013$214K0.0%N/A0.005%
2/17/2025Point72 Asia Singapore Pte. Ltd.2,937$205K0.1%N/A0.005%
2/17/2025Redwood Investments LLC90,712$6.34M1.7%+192.2%0.159%
2/17/2025ProShare Advisors LLC16,461$1.15M0.0%+44.5%0.029%
2/17/2025Quantedge Capital Pte Ltd82,700$5.78M2.1%+79.8%0.145%
2/17/2025Quantinno Capital Management LP8,755$612K0.0%+7.2%0.015%
2/17/2025Nuveen Asset Management LLC618,545$43.21M0.0%-13.5%1.083%
2/17/2025Numerai GP LLC23,414$1.64M0.4%-10.7%0.041%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.31,110$2.17M0.0%+4.0%0.054%
2/17/2025Lazard Asset Management LLC27,963$1.95M0.0%-80.3%0.049%
2/17/2025Janus Henderson Group PLC50,399$3.52M0.0%+0.9%0.088%
2/17/2025JARISLOWSKY FRASER Ltd404,939$28.29M0.2%-34.1%0.709%
2/17/2025Ground Swell Capital LLC3,738$261K0.4%N/A0.007%
2/17/2025Focus Partners Wealth40,735$2.85M0.0%-1.4%0.071%
2/17/2025Fred Alger Management LLC7,070$494K0.0%N/A0.012%
2/17/2025D. E. Shaw & Co. Inc.108,006$7.54M0.0%-62.8%0.189%
2/17/2025Deutsche Bank AG92,818$6.48M0.0%+143.9%0.163%
2/17/2025Cubist Systematic Strategies LLC49,958$3.49M0.0%+19.0%0.087%
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2/17/2025Cetera Investment Advisers7,941$555K0.0%+11.0%0.014%
2/17/2025Bridgeway Capital Management LLC88,200$6.16M0.1%-14.3%0.154%
2/17/2025Brevan Howard Capital Management LP5,500$384K0.0%N/A0.010%
2/17/2025Bridgefront Capital LLC2,879$201K0.1%N/A0.005%
2/17/2025Balyasny Asset Management L.P.31,051$2.17M0.0%+112.4%0.054%
2/17/2025Bayesian Capital Management LP8,527$596K0.1%N/A0.015%
2/17/2025Bank of America Corp DE50,713$3.54M0.0%-78.7%0.089%
2/17/2025Ameriprise Financial Inc.677,546$47.33M0.0%+8.7%1.187%
2/17/2025Algert Global LLC173,634$12.13M0.3%+9.5%0.304%
2/17/2025Ategra Capital Management LLC214,280$14.97M9.9%+47.9%0.375%
2/14/2025Mercer Global Advisors Inc. ADV9,155$639K0.0%+71.3%0.016%
2/14/2025Connors Investor Services Inc.40,246$2.81M0.3%-1.3%0.070%
2/14/2025Comerica Bank19,487$1.36M0.0%-1.6%0.034%
2/14/2025Schonfeld Strategic Advisors LLC34,806$2.43M0.0%+33.9%0.061%
2/14/2025AQR Capital Management LLC126,139$8.81M0.0%+24.0%0.221%
2/14/2025Emerald Mutual Fund Advisers Trust363,398$25.38M1.5%-14.0%0.636%
2/14/2025Northern Trust Corp742,837$51.89M0.0%+4.7%1.301%
2/14/2025The Manufacturers Life Insurance Company 31,137$2.18M0.0%-2.6%0.055%
2/14/2025Aquatic Capital Management LLC16,906$1.18M0.0%+43.3%0.030%
2/14/2025Lord Abbett & CO. LLC116,206$8.12M0.0%-13.5%0.204%
2/14/2025Hancock Whitney Corp11,202$782K0.0%+2.5%0.020%
2/14/2025Voya Investment Management LLC16,263$1.14M0.0%-8.2%0.028%
2/14/2025Price T Rowe Associates Inc. MD39,075$2.73M0.0%+11.0%0.068%
2/14/2025Hsbc Holdings PLC117,940$8.27M0.0%+1,619.2%0.207%
2/14/2025Stifel Financial Corp7,310$511K0.0%+3.4%0.013%
2/14/2025State of Tennessee Department of Treasury23,889$1.67M0.0%+79.6%0.042%
2/14/2025TD Waterhouse Canada Inc.467$33K0.0%-25.6%0.001%
2/14/2025Tower Research Capital LLC TRC 7,747$541K0.0%+32.1%0.014%
2/14/2025MetLife Investment Management LLC32,968$2.30M0.0%+4.6%0.058%
2/14/2025BI Asset Management Fondsmaeglerselskab A S14,048$981K0.0%+3.0%0.025%
2/14/2025Dimensional Fund Advisors LP2,579,398$180.18M0.0%-1.5%4.517%
2/14/2025First Trust Advisors LP139,114$9.72M0.0%+143.0%0.244%
2/14/2025Epoch Investment Partners Inc.199,662$13.95M0.1%+255.3%0.350%
2/13/2025CANADA LIFE ASSURANCE Co60,428$4.22M0.0%-2.8%0.106%
2/13/2025Farringdon Capital Ltd.5,357$374K0.2%N/A0.009%
2/13/2025Advisory Research Inc.20,315$1.42M0.2%+68.4%0.036%
2/13/2025Wasatch Advisors LP1,057,576$73.87M0.4%-8.4%1.852%
2/13/2025NewEdge Advisors LLC900$63K0.0%+1,700.0%0.002%
2/13/2025NFJ Investment Group LLC25,559$1.79M0.1%-1.2%0.045%
2/13/2025Guggenheim Capital LLC3,699$258K0.0%-94.3%0.006%
2/13/2025Defined Financial Planning LLC3,163$221K0.2%N/A0.006%
2/13/2025Mariner LLC6,403$447K0.0%+9.3%0.011%
2/13/2025Barclays PLC154,112$10.76M0.0%+8.0%0.270%
2/13/2025Summit Investment Advisors Inc.5,717$399K0.4%+4.6%0.010%
2/13/2025Bragg Financial Advisors Inc398,364$27.83M1.1%+0.5%0.698%
2/13/2025Optimize Financial Inc5,284$369K0.3%N/A0.009%
2/13/2025Sterling Capital Management LLC11,952$835K0.0%+13.3%0.021%
2/13/2025Covestor Ltd2,274$158K0.1%+24.1%0.004%
2/13/2025Kennedy Capital Management LLC66,383$4.64M0.1%+10.5%0.116%
2/13/2025Raymond James Financial Inc.235,710$16.46M0.0%N/A0.413%
What to do with your collapsing portfolio… (Ad)

There might be only one way to save your retirement in this volatile time. After watching investors lose $6 trillion in market cap in a matter of DAYS... And after seeing businesses bleeding dry as trade tensions spiral out of control... What the acclaimed “Market Wizard” Larry Benedict — who beat the market by 103% during the 2008 crash — is about to reveal could not only save your retirement from Trump's tariffs…

Click here to access this emergency briefing BEFORE the next tariff announcement...
2/13/2025Renaissance Group LLC51,760$3.62M0.1%+11.3%0.091%
2/13/2025Renaissance Technologies LLC10,684$746K0.0%-90.2%0.019%
2/13/2025Legal & General Group Plc150,895$10.54M0.0%-1.7%0.264%
2/13/2025Invesco Ltd.484,561$33.85M0.0%+7.0%0.849%
2/13/2025Bank of Montreal Can26,392$1.84M0.0%-21.5%0.046%
2/13/2025Cerity Partners LLC14,341$946K0.0%+17.1%0.025%
2/13/2025Federated Hermes Inc.11,301$789K0.0%-21.9%0.020%
2/13/2025Gator Capital Management LLC153,020$10.69M4.0%-0.1%0.268%
2/13/2025Russell Investments Group Ltd.17,705$1.24M0.0%-3.3%0.031%
2/13/2025Envestnet Asset Management Inc.43,445$3.04M0.0%+19.9%0.076%
(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, 334 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 269 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 12,239,407 shares in the last 24 months. This purchase volume represents approximately $743.56M 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 7,532,305 shares in the last 24 months. This volume of shares sold represents approximately $463.30M in transactions.


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This page (NYSE:AX) was last updated on 4/16/2025 by MarketBeat.com Staff
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