AXOS FINANCIAL INC (AX) Institutional Ownership

AX is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.44M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is First Eagle U.S. Value, which reported ownership valued at approximately $14.01M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, First Eagle U.S. Value's AX position is now estimated to be worth approximately $14.48M, representing an estimated gain of +3.40% since the filing period.

Major shareholders tracked on this page include First Eagle U.S. Value, Polen Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward AXOS FINANCIAL INC (AX).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$15,440,516181,461
Q4 20253$13,445,355156,051
Q3 20252$12,606,670148,927
Q2 20251$10,278,479135,172
Q1 20251$10,469,789162,272
Q4 20242$14,840,051212,456
Q3 20242$19,755,135314,172
Q2 20242$17,282,675302,409
Q1 20241$10,136,391187,572
Q4 20231$9,550,741174,922
Q3 20231$4,163,956109,983
Q2 20231$3,003,67276,158
AX Institutional Ownership and 13F Activity Q1 2026 | InsiderSet