Axos Financial (AX) Institutional Ownership → Must-See: Elon’s New Invention is Absolutely Insane (From InvestorPlace) (Ad) Free AX Stock Alerts $61.52 +0.38 (+0.62%) (As of 05/17/2024 08:53 PM ET) Add Compare Share Share OwnershipStock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaStock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media Institutional Ownership Changes (13F Filings) for Axos Financial (NYSE:AX)CurrentInstitutional OwnershipPercentage83.79%Number ofInstitutional Buyers(last 12 months)135TotalInstitutional Inflows(last 12 months)$339.17MNumber ofInstitutional Sellers(last 12 months)94TotalInstitutional Outflows(last 12 months)$155.91M Get AX Insider Trade Alerts Want to know when executives and insiders are buying or selling Axos Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AX Institutional Buying and Selling by Quarter Ad InvestorPlaceCrypto Pioneer Says: “The last crypto bull market has begun.”Right now, there’s over $6 trillion in potential investment money waiting on the sidelines. That means this crypto bull market has a lot more room to run before it comes close to being a bubble.Click here if you’d like to learn more about these five cryptos… Axos Financial Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/17/2024 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% Get the Latest News and Ratings for AX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Axos Financial and its competitors with MarketBeat's FREE daily newsletter. 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% Crypto Pioneer Says: “The last crypto bull market has begun.” (Ad)Right now, there’s over $6 trillion in potential investment money waiting on the sidelines. That means this crypto bull market has a lot more room to run before it comes close to being a bubble.Click here if you’d like to learn more about these five cryptos…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% Crypto Pioneer Says: “The last crypto bull market has begun.” (Ad)Right now, there’s over $6 trillion in potential investment money waiting on the sidelines. That means this crypto bull market has a lot more room to run before it comes close to being a bubble.Click here if you’d like to learn more about these five cryptos…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. Related Companies: TFSL Major Shareholders EBC Major Shareholders BKU Major Shareholders CLBK Major Shareholders PFS Major Shareholders MPW Major Shareholders ABCB Major Shareholders SFBS Major Shareholders CTRE Major Shareholders CLSK Major Shareholders This page (NYSE:AX) was last updated on 5/20/2024 by MarketBeat.com Staff From Our PartnersShocking: One AI startup's revenue could surge 4,735%Manward PressThe Overlooked Retirement Asset You Probably Don’t OwnCrypto 101 MediaNext President (Not Trump. Not Biden.)The Freeport SocietyUrgent Nvidia WarningAltimetryElon’s New Device is About to Shock the WorldInvestorPlace"The Biggest Drug Ever" Is ComingBehind the MarketsCEO of Biggest AI Chipmaker Just Dropped a Bombshell…Banyan Hill PublishingExposed: 10 CENT Crypto to Explode May 20th?True Market Insiders Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Axos Financial, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.