AXOS FINANCIAL INC (AX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
364
Reporting holders
$4.8B
Reported value
85.8%
Of shares outstanding
0.7%
Held as options
+3
Holder change
Institutions report 48,784,266 shares against 56,884,635 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted; share count carried from an earlier filing (concept 2026-04-17).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $817.1M | 8,389,477 | 0.01% | 8q | +0.8%+$6.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $305.5M | 3,136,801 | 0.01% | 2q | +1.5%+$4.5M |
| STATE STREET CORP | $294.5M | 3,023,908 | 0.01% | 31q | +7.4%+$20.2M |
| FMR LLC | $289.2M | 2,969,246 | 0.01% | 31q | +21.8%+$51.8M |
| AMERICAN CENTURY COMPANIES INC | $263.5M | 2,705,653 | 0.12% | 27q | +7.8%+$19.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $240.2M | 2,466,744 | 0.01% | 2q | +0.5%+$1.2M |
| DIMENSIONAL FUND ADVISORS LP | $214.0M | 2,197,135 | 0.04% | 31q | +0.9%+$2.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $194.1M | 1,967,141 | 0.01% | 31q | HELD |
| Davis Asset Management, L.P. | $149.5M | 1,535,219 | 3.79% | 16q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73.2M | 751,934 | 0.01% | 31q | +2.7%+$1.9M |
| Sixth Street Partners Management Company, L.P. | $73.2M | 751,934 | 0.01% | new | NEW |
| FRANKLIN RESOURCES INC | $69.6M | 714,462 | 0.02% | 13q | -5.4%-$3.9M |
| NORTHERN TRUST CORP | $69.2M | 710,371 | 0.01% | 31q | +3.7%+$2.5M |
| AMERIPRISE FINANCIAL INC | $63.7M | 654,362 | 0.01% | 31q | -53.8%-$74.3M |
| Invesco Ltd. | $60.1M | 617,610 | 0.00% | 31q | +13.1%+$6.9M |
| MORGAN STANLEY | $57.6M | 591,123 | 0.00% | 32q | +8.7%+$4.6M |
| EMERALD ADVISERS, LLC | $52.2M | 536,162 | 1.23% | 14q | +8.0%+$3.9M |
| WASATCH ADVISORS LP | $50.2M | 515,576 | 0.33% | 31q | -16.4%-$9.8M |
| Public Sector Pension Investment Board | $48.7M | 499,726 | 0.06% | 31q | +72.9%+$20.5M |
| GENEVA CAPITAL MANAGEMENT LLC | $46.5M | 477,009 | 1.07% | 26q | -21.6%-$12.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $45.8M | 470,586 | 0.01% | 31q | -43.8%-$35.8M |
| GOLDMAN SACHS GROUP INC | $44.2M | 453,375 | 0.00% | 31q | +28.2%+$9.7M |
| Boston Partners | $42.3M | 433,647 | 0.04% | 7q | +5.0%+$2.0M |
| KENNEDY CAPITAL MANAGEMENT LLC | $41.5M | 426,294 | 0.74% | 31q | +84.2%+$19.0M |
| CITADEL ADVISORS LLC | $41.3M | 375,753 | 0.00% | 31q | +446.2%+$33.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $39.9M | 409,682 | 0.02% | 5q | +233.4%+$27.9M |
| UBS Group AG | $38.2M | 316,780 | 0.00% | 31q | +5.0%+$1.8M |
| VANGUARD FIDUCIARY TRUST CO | $36.9M | 379,189 | 0.01% | 2q | +3.0%+$1.1M |
| Bank of New York Mellon Corp | $36.8M | 378,027 | 0.01% | 31q | +2.5%+$911.6K |
| Bragg Financial Advisors, Inc | $36.7M | 377,229 | 0.98% | 30q | +6.0%+$2.1M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $35.7M | 366,712 | 1.26% | 21q | +8.9%+$2.9M |
| PRINCIPAL FINANCIAL GROUP INC | $35.3M | 362,676 | 0.02% | 31q | +2.5%+$849.7K |
| SHAKER INVESTMENTS LLC/OH | $34.7M | 356,376 | 12.47% | 31q | -3.3%-$1.2M |
| 1832 Asset Management L.P. | $33.8M | 347,070 | 0.02% | 3q | -8.6%-$3.2M |
| Allspring Global Investments Holdings, LLC | $31.4M | 317,854 | 0.05% | 19q | -26.5%-$11.4M |
| LOOMIS SAYLES & CO L P | $28.3M | 290,688 | 0.04% | 22q | -2.6%-$762.2K |
| Stieven Capital Advisors, L.P. | $25.0M | 256,345 | 4.77% | 31q | +6.5%+$1.5M |
| Nuveen, LLC | $25.0M | 256,326 | 0.01% | 6q | +2.4%+$577.7K |
| Empowered Funds, LLC | $24.5M | 251,087 | 0.13% | 8q | +16.0%+$3.4M |
| JPMORGAN CHASE & CO | $23.2M | 237,791 | 0.00% | 31q | -9.5%-$2.4M |
| First Eagle Investment Management, LLC | $20.8M | 213,312 | 0.03% | 21q | +29.6%+$4.7M |
| AQR CAPITAL MANAGEMENT LLC | $19.7M | 201,867 | 0.01% | 13q | -14.0%-$3.2M |
| ROYCE & ASSOCIATES LP | $19.6M | 201,214 | 0.16% | 31q | +49.5%+$6.5M |
| RAYMOND JAMES FINANCIAL INC | $17.0M | 174,909 | 0.00% | 7q | +21.8%+$3.1M |
| BANK OF AMERICA CORP /DE/ | $16.4M | 168,773 | 0.00% | 31q | -23.9%-$5.2M |
| Gator Capital Management, LLC | $16.2M | 166,475 | 3.40% | 9q | -10.9%-$2.0M |
| OSTERWEIS CAPITAL MANAGEMENT INC | $16.1M | 165,685 | 0.76% | 5q | +1.2%+$189.4K |
| ALGERT GLOBAL LLC | $15.4M | 157,663 | 0.18% | 18q | -58.9%-$22.0M |
| Empirical Finance, LLC | $14.9M | 152,847 | 0.62% | 6q | -14.3%-$2.5M |
| Pembroke Management, LTD | $13.9M | 143,152 | 0.99% | 30q | -3.7%-$529.7K |
| RHUMBLINE ADVISERS | $13.6M | 139,543 | 0.01% | 31q | -10.8%-$1.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $13.5M | 138,730 | 0.02% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $13.3M | 136,086 | 0.03% | 31q | -5.4%-$749.4K |
| Brevan Howard Capital Management LP | $12.5M | 128,644 | 0.09% | 3q | -4.8%-$631.6K |
| Legal & General Group Plc | $12.4M | 127,673 | 0.00% | 31q | +0.8%+$103.0K |
| Ategra Capital Management, LLC | $11.1M | 113,765 | 4.98% | 18q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.3M | 6,172 | 0.00% | 31q | -84.3%-$55.2M |
| Swiss National Bank | $10.0M | 102,400 | 0.01% | 31q | -3.8%-$389.6K |
| Militia Capital Management LLC | $9.7M | 100,000 | 0.29% | 2q | -50.0%-$9.7M |
| KESTREL INVESTMENT MANAGEMENT CORP | $9.3M | 95,150 | 5.04% | 13q | HELD |
| RENAISSANCE GROUP LLC | $9.2M | 94,091 | 0.37% | 8q | -17.0%-$1.9M |
| FIRST TRUST ADVISORS LP | $9.2M | 93,953 | 0.01% | 31q | +48.9%+$3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.1M | 92,990 | 0.00% | 31q | -1.8%-$163.7K |
| VICTORY CAPITAL MANAGEMENT INC | $8.8M | 90,295 | 0.00% | 31q | -4.6%-$422.9K |
| JANE STREET GROUP, LLC | $8.5M | 3,232 | 0.00% | 14q | HELD |
| Quantinno Capital Management LP | $8.4M | 86,261 | 0.01% | 25q | +52.6%+$2.9M |
| FIL Ltd | $8.3M | 85,000 | 0.01% | 2q | HELD |
| PRUDENTIAL FINANCIAL INC | $7.9M | 80,808 | 0.01% | 31q | -33.8%-$4.0M |
| ENVESTNET ASSET MANAGEMENT INC | $7.9M | 80,614 | 0.00% | 31q | +4.0%+$299.7K |
| Russell Investments Group, Ltd. | $7.6M | 77,525 | 0.01% | 31q | +63.4%+$2.9M |
| CI INVESTMENTS INC. | $7.4M | 76,417 | 0.02% | 21q | -10.1%-$837.6K |
| CITIGROUP INC | $6.6M | 67,670 | 0.00% | 31q | +21.5%+$1.2M |
| Squarepoint Ops LLC | $6.2M | 63,581 | 0.01% | 23q | -64.8%-$11.4M |
| LGT Fund Management Co Ltd. | $6.1M | 62,450 | 0.25% | 3q | HELD |
| ALLIANCEBERNSTEIN L.P. | $6.0M | 70,074 | 0.00% | 31q | +6.1%+$344.1K |
| WELLS FARGO & COMPANY/MN | $5.6M | 57,963 | 0.00% | 31q | -17.6%-$1.2M |
| DEUTSCHE BANK AG\ | $5.6M | 57,785 | 0.00% | 32q | +20.2%+$943.8K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $5.2M | 53,867 | 0.11% | new | NEW |
| TCW GROUP INC | $5.2M | 53,520 | 0.04% | 14q | HELD |
| ARGENT CAPITAL MANAGEMENT LLC | $5.0M | 51,811 | 0.16% | 11q | -44.8%-$4.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.0M | 51,693 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $5.0M | 51,068 | 0.00% | 31q | -48.0%-$4.6M |
| BOOTHBAY FUND MANAGEMENT, LLC | $4.8M | 49,401 | 0.06% | 5q | -27.1%-$1.8M |
| Merit Financial Group, LLC | $4.7M | 48,294 | 0.01% | 5q | +1413.0%+$4.4M |
| Edgestream Partners, L.P. | $4.6M | 46,953 | 0.14% | 13q | +265.8%+$3.3M |
| Louisiana State Employees Retirement System | $4.6M | 50,000 | 0.04% | 31q | +99.2%+$2.3M |
| Livforsakringsbolaget Skandia, Omsesidigt | $4.4M | 44,700 | 0.14% | 10q | HELD |
| Focus Partners Wealth | $4.1M | 41,730 | 0.00% | 8q | -1.3%-$54.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.1M | 41,598 | 0.01% | 7q | +4.3%+$167.4K |
| S&T Bank/PA | $3.5M | 36,451 | 1.07% | 31q | -14.3%-$590.5K |
| Corient Private Wealth LP | $3.4M | 35,348 | 0.00% | 4q | +1140.7%+$3.2M |
| BW Gestao de Investimentos Ltda. | $3.4M | 35,000 | 0.07% | new | NEW |
| LPL Financial LLC | $3.2M | 33,261 | 0.00% | 31q | -1.8%-$60.9K |
| BNP PARIBAS FINANCIAL MARKETS | $3.2M | 33,241 | 0.00% | 31q | +19.1%+$519.4K |
| CONNORS INVESTOR SERVICES INC | $3.2M | 32,946 | 0.28% | 29q | HELD |
| Rafferty Asset Management, LLC | $3.2M | 32,490 | 0.01% | 14q | -23.1%-$950.7K |
| MetLife Investment Management, LLC | $3.1M | 32,274 | 0.01% | 32q | +8.8%+$253.5K |
| FORMULA GROWTH LTD | $3.0M | 30,624 | 1.05% | 31q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.9M | 30,200 | 0.05% | 11q | HELD |
| Illinois Municipal Retirement Fund | $2.9M | 29,515 | 0.03% | 12q | +1.4%+$38.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.3% |
| 2026-08-06 | 13G | FMR LLCwith 1 co-filers | 5.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 364 | $4.8B | 48,784,266 | 51 | 122 | 110 | 0.7% |
| Q1 2026 | 361 | $4.1B | 48,090,730 | 37 | 125 | 111 | 0.7% |
| Q4 2025 | 352 | $4.0B | 45,677,718 | 30 | 121 | 111 | 1.6% |
| Q3 2025 | 351 | $3.9B | 45,173,250 | 48 | 109 | 119 | 1.7% |
| Q2 2025 | 334 | $3.4B | 44,543,921 | 46 | 110 | 112 | 1.7% |
| Q1 2025 | 319 | $2.9B | 44,837,375 | 35 | 93 | 109 | 1.3% |
| Q4 2024 | 325 | $3.3B | 46,131,306 | 35 | 107 | 97 | 2.7% |
| Q3 2024 | 303 | $3.0B | 46,728,707 | 48 | 90 | 102 | 3.6% |
| Q2 2024 | 290 | $2.8B | 47,019,099 | 41 | 78 | 108 | 4.0% |
| Q1 2024 | 277 | $2.7B | 48,776,047 | 39 | 71 | 106 | 3.4% |
| Q4 2023 | 269 | $2.9B | 49,896,471 | 54 | 64 | 94 | 6.9% |
| Q3 2023 | 226 | $1.8B | 46,016,742 | 25 | 77 | 77 | 4.9% |
| Q2 2023 | 227 | $1.9B | 46,283,133 | 27 | 67 | 88 | 2.1% |
| Q1 2023 | 228 | $1.8B | 46,256,627 | 42 | 74 | 70 | 3.3% |
| Q4 2022 | 197 | $1.6B | 40,582,668 | 22 | 64 | 56 | 1.1% |
| Q3 2022 | 250 | $1.7B | 47,018,385 | 30 | 85 | 82 | 3.9% |
| Q2 2022 | 240 | $1.8B | 46,764,635 | 34 | 80 | 75 | 5.2% |
| Q1 2022 | 245 | $2.2B | 45,876,074 | 31 | 76 | 87 | 1.5% |
| Q4 2021 | 246 | $2.6B | 45,564,380 | 30 | 69 | 74 | 0.2% |
| Q3 2021 | 233 | $2.4B | 46,254,139 | 16 | 64 | 72 | 0.5% |
| Q2 2021 | 235 | $2.1B | 45,592,742 | 22 | 66 | 88 | 0.6% |
| Q1 2021 | 236 | $2.1B | 44,827,974 | 30 | 49 | 96 | 0.9% |
| Q4 2020 | 239 | $1.7B | 45,476,465 | 46 | 54 | 72 | 1.2% |
| Q3 2020 | 210 | $1.1B | 45,233,405 | 18 | 65 | 73 | 1.0% |
| Q2 2020 | 219 | $1.0B | 45,069,128 | 38 | 61 | 67 | 1.7% |
| Q1 2020 | 198 | $844.3M | 46,187,384 | 25 | 60 | 67 | 1.0% |
| Q4 2019 | 223 | $1.5B | 47,238,357 | 22 | 65 | 82 | 2.6% |
| Q3 2019 | 225 | $1.3B | 45,422,174 | 21 | 62 | 71 | 2.2% |
| Q2 2019 | 229 | $1.3B | 45,339,818 | 26 | 69 | 65 | 3.4% |
| Q1 2019 | 235 | $1.3B | 45,570,258 | 23 | 60 | 93 | 2.4% |
| Q4 2018 | 243 | $1.2B | 48,231,999 | 4 | 3 | 4 | 2.2% |