AXOS FINANCIAL INC (AX) Institutional Shareholders
AXOS FINANCIAL INC (AX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.63B in AX holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of AX tracked by InsiderSet, reporting ownership valued at approximately $817.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $761.68M, representing an estimated loss of -6.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed AX value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in AXOS FINANCIAL INC (AX).
This page ranks the largest institutional AX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
371
Total Reported Value
$4.63B
Largest Holder
Blackrock, Inc.
Largest Position
$817.05M
Insider Transactions (90d)
21
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 8,389,477 | $817,051,165 | $761,680,617 | -$55,370,548 | -6.78% | |
| Vanguard Portfolio Management Llc | 0.01% | 3,136,801 | $305,493,049 | $284,790,163 | -$20,702,886 | -6.78% | |
| State Street Corp | 0.01% | 3,023,908 | $294,492,702 | $274,540,607 | -$19,952,095 | -6.78% | |
| Fmr Llc | 0.01% | 2,969,246 | $289,174,838 | $269,577,844 | -$19,596,994 | -6.78% | |
| American Century Companies Inc | 0.12% | 2,705,653 | $263,503,545 | $245,646,236 | -$17,857,309 | -6.78% | |
| Vanguard Capital Management Llc | 0.01% | 2,466,744 | $240,236,198 | $223,955,688 | -$16,280,510 | -6.78% | |
| Dimensional Fund Advisors Lp | 0.04% | 2,197,135 | $213,975,506 | $199,477,887 | -$14,497,619 | -6.78% | |
| Geode Capital Management, Llc | 0.01% | 1,967,141 | $194,115,088 | $178,596,731 | -$15,518,357 | -7.99% | |
| Davis Asset Management, L.P. | 3.79% | 1,535,219 | $149,514,978 | $139,382,533 | -$10,132,445 | -6.78% | |
| Charles Schwab Investment Management Inc | 0.01% | 751,934 | $73,230,852 | $68,268,088 | -$4,962,764 | -6.78% | |
| Northern Trust Corp | 0.01% | 710,371 | $69,183,032 | $64,494,583 | -$4,688,449 | -6.78% | |
| Ameriprise Financial Inc | 0.01% | 654,362 | $63,732,154 | $59,409,526 | -$4,322,628 | -6.78% | |
| Invesco Ltd. | 0.00% | 617,610 | $60,149,037 | $56,072,812 | -$4,076,225 | -6.78% | |
| Morgan Stanley | 0.00% | 591,123 | $57,569,676 | $53,668,057 | -$3,901,619 | -6.78% | |
| Emerald Advisers, Llc | 1.23% | 536,162 | $52,216,817 | $48,678,148 | -$3,538,669 | -6.78% | |
| Wasatch Advisors Lp | 0.33% | 515,576 | $50,211,947 | $46,809,145 | -$3,402,802 | -6.78% | |
| Geneva Capital Management Llc | 1.07% | 477,009 | $46,455,874 | $43,307,647 | -$3,148,227 | -6.78% | |
| Wellington Management Group Llp | 0.01% | 470,586 | $45,830,371 | $42,724,503 | -$3,105,868 | -6.78% | |
| Goldman Sachs Group Inc | 0.00% | 453,375 | $44,154,192 | $41,161,916 | -$2,992,276 | -6.78% | |
| Boston Partners | 0.04% | 433,647 | $42,253,007 | $39,370,811 | -$2,882,196 | -6.82% | |
| Kennedy Capital Management Llc | 0.74% | 426,294 | $41,516,773 | $38,703,232 | -$2,813,541 | -6.78% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 409,682 | $39,898,930 | $37,195,029 | -$2,703,901 | -6.78% | |
| Vanguard Fiduciary Trust Co | 0.01% | 379,189 | $36,929,217 | $34,426,569 | -$2,502,648 | -6.78% | |
| Bank Of New York Mellon Corp | 0.01% | 378,027 | $36,816,035 | $34,321,071 | -$2,494,964 | -6.78% | |
| Bragg Financial Advisors, Inc | 0.98% | 377,229 | $36,738,333 | $34,248,621 | -$2,489,712 | -6.78% | |
| Citadel Advisors Llc | 0.02% | 375,753 | $36,594,585 | $34,114,615 | -$2,479,970 | -6.78% | |
| Emerald Mutual Fund Advisers Trust | 1.26% | 366,712 | $35,714,082 | $33,293,782 | -$2,420,300 | -6.78% | |
| Principal Financial Group Inc | 0.02% | 362,676 | $35,321,016 | $32,927,354 | -$2,393,662 | -6.78% | |
| Shaker Investments Llc/Oh | 12.47% | 356,376 | $34,707,459 | $32,355,377 | -$2,352,082 | -6.78% | |
| 1832 Asset Management L.P. | 0.04% | 347,070 | $33,801,147 | $31,510,485 | -$2,290,662 | -6.78% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 317,854 | $31,448,475 | $28,857,965 | -$2,590,510 | -8.24% | |
| Ubs Group Ag | 0.00% | 316,780 | $30,851,204 | $28,760,456 | -$2,090,748 | -6.78% | |
| Loomis Sayles & Co L P | 0.04% | 290,688 | $28,310,105 | $26,391,564 | -$1,918,541 | -6.78% | |
| Stieven Capital Advisors, L.P. | 4.77% | 256,345 | $24,965,440 | $23,273,563 | -$1,691,877 | -6.78% | |
| Nuveen, Llc | 0.01% | 256,326 | $24,963,590 | $23,271,838 | -$1,691,752 | -6.78% | |
| Empowered Funds, Llc | 0.13% | 251,087 | $24,453,364 | $22,796,189 | -$1,657,175 | -6.78% | |
| Public Sector Pension Investment Board | 0.06% | 249,863 | $24,334,158 | $22,685,062 | -$1,649,096 | -6.78% | |
| Jpmorgan Chase & Co | 0.00% | 237,791 | $23,158,590 | $21,589,045 | -$1,569,545 | -6.78% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.03% | 213,312 | $20,774,456 | $19,366,596 | -$1,407,860 | -6.78% |
| Aqr Capital Management Llc | 0.01% | 201,867 | $19,659,828 | $18,327,505 | -$1,332,323 | -6.78% | |
| Royce & Associates Lp | 0.16% | 201,214 | $19,596,231 | $18,268,219 | -$1,328,012 | -6.78% | |
| Raymond James Financial Inc | 0.00% | 174,909 | $17,034,388 | $15,879,988 | -$1,154,400 | -6.78% | |
| Bank Of America Corp | 0.00% | 168,773 | $16,436,803 | $15,322,901 | -$1,113,902 | -6.78% | |
| Gator Capital Management, Llc | 3.49% | 166,475 | $16,213,000 | $15,114,265 | -$1,098,735 | -6.78% | |
| Osterweis Capital Management Inc | 0.76% | 165,685 | $16,136,062 | $15,042,541 | -$1,093,521 | -6.78% | |
| Algert Global Llc | 0.18% | 157,663 | $15,354,800 | $14,314,224 | -$1,040,576 | -6.78% | |
| Empirical Finance, Llc | 0.62% | 152,847 | $14,885,769 | $13,876,979 | -$1,008,790 | -6.78% | |
| Pembroke Management, Ltd | 1.80% | 143,152 | $13,941,573 | $12,996,770 | -$944,803 | -6.78% | |
| Rhumbline Advisers | 0.01% | 139,543 | $13,590,069 | $12,669,109 | -$920,960 | -6.78% | |
| Nomura Asset Management International Inc. | 0.02% | 138,730 | $13,511,000 | $12,595,297 | -$915,703 | -6.78% |
Frequently asked questions about AX
Who owns the most AX stock?
The largest holders of AX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AXOS FINANCIAL INC (AX).
Is AX widely held by superinvestors?
Many widely followed stocks like AX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.