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Axos Financial (AX) Institutional Ownership

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$72.03 +1.07 (+1.50%)
As of 03:59 PM 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)
147
Total
Institutional Inflows
(last 12 months)
$300.45M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$189.81M
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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
1/17/2025Inspire Investing LLC14,223$994K0.1%+12.3%0.025%
1/17/2025Avior Wealth Management LLC1,486$104K0.0%+83.5%0.003%
1/17/2025Dakota Wealth Management2,867$200K0.0%N/A0.005%
1/17/2025Bourgeon Capital Management LLC3,200$224K0.0%-20.0%0.006%
1/14/2025 Argent Capital Management LLC39,181$2.74M0.1%+15.1%0.069%
1/14/2025 Assenagon Asset Management S.A.141,004$9.85M0.0%N/A0.247%
1/3/2025 Everence Capital Management Inc.5,330$372K0.0%-38.0%0.009%
1/3/2025 GAMMA Investing LLC1,318$92K0.0%+34.2%0.002%
12/26/2024JPMorgan Chase & Co.281,658$17.71M0.0%+12.9%0.493%
12/19/2024Principal Financial Group Inc.320,717$20.17M0.0%+27.9%0.562%
12/13/2024Lord Abbett & CO. LLC134,388$8.45M0.0%-14.7%0.235%
11/27/2024Franklin Resources Inc.143,333$9.30M0.0%-17.7%0.251%
11/25/2024World Investment Advisors LLC3,521$221K0.0%N/A0.006%
11/25/2024Sanctuary Advisors LLC20,631$1.30M0.0%+98.8%0.036%
11/20/2024Virtu Financial LLC4,413$277K0.0%N/A0.008%
11/19/2024TCW Group Inc.163,400$10.28M0.1%-24.4%0.286%
11/16/2024Geode 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%
11/15/2024State Street Corp3,178,708$199.88M0.0%+5.5%5.568%
11/15/2024Quadrature Capital Ltd16,034$1.01M0.0%+182.3%0.028%
11/15/2024Quarry LP463$29K0.0%-68.3%0.001%
11/15/2024Point72 DIFC Ltd2,245$141K0.0%N/A0.004%
11/15/2024NFJ Investment Group LLC25,873$1.63M0.0%N/A0.045%
11/15/2024Janus Henderson Group PLC49,972$3.14M0.0%-5.5%0.088%
11/14/2024Wasatch Advisors LP1,154,737$72.61M0.4%+34.0%2.023%
11/14/2024Edgestream Partners L.P.104,595$6.58M0.3%+94.8%0.183%
11/14/2024Verition Fund Management LLC8,337$524K0.0%-60.5%0.015%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC87,406$5.50M0.0%-13.5%0.153%
11/14/2024Public Sector Pension Investment Board114,869$7.22M0.0%+3.0%0.201%
11/13/2024Townsquare Capital LLC3,643$229K0.0%N/A0.006%
11/13/2024BNP Paribas Financial Markets41,521$2.61M0.0%+202.4%0.073%
11/13/2024Quantbot Technologies LP75,315$4.74M0.2%+61.0%0.132%
11/13/2024Advantage Alpha Capital Partners LP7,510$472K0.1%+8.5%0.013%
11/13/2024FMR LLC762,429$47.94M0.0%-7.8%1.335%
11/13/2024D.A. Davidson & CO.24,871$1.56M0.0%-1.7%0.044%
11/13/2024The Manufacturers Life Insurance Company31,977$2.01M0.0%+3.6%0.056%
11/13/2024Bank of Montreal Can33,633$2.10M0.0%-17.2%0.059%
11/13/2024Hancock Whitney Corp10,931$687K0.0%+1.3%0.019%
11/13/2024Loomis Sayles & Co. L P453,425$28.51M0.0%+9.4%0.794%
11/13/2024Dynamic Technology Lab Private Ltd22,926$1.44M0.2%N/A0.040%
11/12/2024Algert Global LLC158,617$9.97M0.3%-13.5%0.278%
11/12/2024Cerity Partners LLC12,251$770K0.0%+27.2%0.021%
11/12/2024Citigroup Inc.151,151$9.50M0.0%+3.2%0.265%
11/12/2024Raymond James Trust N.A.3,659$230K0.0%N/A0.006%
11/12/2024Charles Schwab Investment Management Inc.672,842$42.31M0.0%-1.3%1.179%
11/9/2024Intech Investment Management LLC27,441$1.73M0.0%+74.0%0.048%
11/8/2024Advisors Asset Management Inc.1,961$123K0.0%+33.9%0.003%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG26,095$1.64M0.0%N/A0.046%
11/7/2024Quest Partners LLC5,291$333K0.0%-5.0%0.009%
11/7/2024Swiss National Bank105,700$6.65M0.0%-0.6%0.185%
11/7/2024Stieven Capital Advisors L.P.285,333$17.94M3.4%-13.1%0.500%
11/7/2024Thrivent Financial for Lutherans78,249$4.92M0.0%-3.4%0.137%
11/6/2024Mutual of America Capital Management LLC8,139$512K0.0%-2.3%0.014%
11/6/2024Natixis Advisors LLC21,030$1.32M0.0%+14.9%0.037%
11/6/2024Empowered Funds LLC12,718$800K0.0%N/A0.022%
11/6/2024Royce & Associates LP117,003$7.36M0.1%-8.7%0.205%
11/6/2024Cornercap Investment Counsel Inc.3,897$245K0.1%-86.0%0.007%
11/6/2024Huntington National Bank2,723$171K0.0%-8.5%0.005%
11/5/2024Geneva Capital Management LLC708,520$44.55M0.7%+0.3%1.241%
11/5/2024Victory Capital Management Inc.15,958$1.00M0.0%-84.1%0.028%
11/5/2024Aigen Investment Management LP5,155$324K0.1%N/A0.009%
11/5/2024GSA Capital Partners LLP18,434$1.16M0.1%N/A0.032%
11/4/2024Versor Investments LP3,800$239K0.0%-56.8%0.007%
11/4/2024Venturi Wealth Management LLC3,000$189K0.0%N/A0.005%
11/4/2024Ashton Thomas Securities LLC653$41K0.0%N/A0.001%
11/4/2024State of New Jersey Common Pension Fund D28,806$1.81M0.0%-17.3%0.050%
11/4/2024Crossmark Global Holdings Inc.3,836$241K0.0%+4.4%0.007%
11/2/2024Covestor Ltd1,832$115K0.1%-10.9%0.003%
11/1/2024Summit Global Investments19,681$1.24M0.1%+2.5%0.035%
10/31/2024Principal Financial Group Inc.320,717$20.17M0.0%+27.9%0.563%
10/30/2024Amalgamated Bank15,956$1.00M0.0%+2.1%0.028%
10/29/2024Emerald Advisers LLC505,544$31.79M1.2%+14.4%0.888%
10/29/2024Pembroke Management LTD239,910$15.09M2.0%-22.3%0.421%
10/29/2024Emerald Mutual Fund Advisers Trust422,460$26.56M1.4%+10.5%0.742%
10/29/2024Farther Finance Advisors LLC648$41K0.0%+881.8%0.001%
10/28/2024Rice Hall James & Associates LLC78,831$4.96M0.3%-76.4%0.138%
10/28/2024US Bancorp DE1,029$65K0.0%+325.2%0.002%
10/25/2024New York State Teachers Retirement System42,847$2.69M0.0%+0.8%0.075%
10/24/2024Nisa Investment Advisors LLC11,321$712K0.0%-2.1%0.020%
10/24/2024State of Alaska Department of Revenue30,883$1.94M0.0%+3.7%0.054%
10/24/2024DekaBank Deutsche Girozentrale22,226$1.38M0.0%+2.0%0.039%
10/23/2024Louisiana 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%
10/19/2024Allspring 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%
10/17/2024AlphaMark Advisors LLC5,091$320K0.1%-7.9%0.009%
10/16/2024nVerses Capital LLC5,100$321K0.1%+88.9%0.009%
10/16/2024Vontobel Holding Ltd.6,424$404K0.0%-6.4%0.011%
10/16/2024CCG Wealth Management LLC15,200$956K0.5%-72.0%0.027%
10/11/2024Wesbanco Bank Inc.5,300$333K0.0%N/A0.009%
10/11/2024Kathleen S. Wright Associates Inc.426$27K0.0%N/A0.001%
10/10/2024Shaker Investments LLC OH439,653$27.65M11.5%-4.4%0.772%
10/10/2024Exchange Traded Concepts LLC14,801$931K0.0%-13.1%0.026%
10/10/2024Inspire Investing LLC12,662$796K0.1%N/A0.022%
10/10/2024Livforsakringsbolaget Skandia Omsesidigt32,600$2.05M0.1%+24.4%0.057%
10/8/2024CWM LLC3,359$211K0.0%-35.5%0.006%
10/8/2024Axiom Advisory LLC43,264$2.84M0.0%+1.6%0.076%
10/7/2024 GAMMA Investing LLC982$62K0.0%+45.7%0.002%
(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, 263 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 207 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 10,278,036 shares in the last 24 months. This purchase volume represents approximately $583.80M in transactions.

Which Axos Financial major shareholders have been selling company stock?

Of the 147 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 5,321,742 shares in the last 24 months. This volume of shares sold represents approximately $303.72M in transactions.


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This page (NYSE:AX) was last updated on 1/17/2025 by MarketBeat.com Staff
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