AX Institutional Ownership & Shareholders
AXOS FINANCIAL INC (AX) is currently held by 374 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.59B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $758.24M, representing an estimated loss of -7.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% 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
374
Total Reported Value
$4.59B
Largest Holder
Blackrock, Inc.
Largest Position
$817.05M
Insider Transactions (90d)
19
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $758,240,931 | -$58,810,234 | -7.20% | |
| Vanguard Portfolio Management Llc | 0.01% | 3,136,801 | $305,493,049 | $283,504,074 | -$21,988,975 | -7.20% | |
| State Street Corp | 0.01% | 3,023,908 | $294,492,702 | $273,300,805 | -$21,191,897 | -7.20% | |
| Fmr Llc | 0.01% | 2,969,246 | $289,174,838 | $268,360,453 | -$20,814,385 | -7.20% | |
| American Century Companies Inc | 0.12% | 2,705,653 | $263,503,545 | $244,536,918 | -$18,966,627 | -7.20% | |
| Vanguard Capital Management Llc | 0.01% | 2,466,744 | $240,236,198 | $222,944,323 | -$17,291,875 | -7.20% | |
| Dimensional Fund Advisors Lp | 0.04% | 2,197,135 | $213,975,506 | $198,577,061 | -$15,398,445 | -7.20% | |
| Geode Capital Management, Llc | 0.01% | 1,967,141 | $194,115,088 | $177,790,204 | -$16,324,884 | -8.41% | |
| Davis Asset Management, L.P. | 3.79% | 1,535,219 | $149,514,978 | $138,753,093 | -$10,761,885 | -7.20% | |
| Charles Schwab Investment Management Inc | 0.01% | 751,934 | $73,230,852 | $67,959,795 | -$5,271,057 | -7.20% | |
| Northern Trust Corp | 0.01% | 710,371 | $69,183,032 | $64,203,331 | -$4,979,701 | -7.20% | |
| Ameriprise Financial Inc | 0.01% | 654,362 | $63,732,154 | $59,141,238 | -$4,590,916 | -7.20% | |
| Invesco Ltd. | 0.00% | 617,610 | $60,149,037 | $55,819,592 | -$4,329,445 | -7.20% | |
| Morgan Stanley | 0.00% | 591,123 | $57,569,676 | $53,425,697 | -$4,143,979 | -7.20% | |
| Emerald Advisers, Llc | 1.23% | 536,162 | $52,216,817 | $48,458,322 | -$3,758,495 | -7.20% | |
| Geneva Capital Management Llc | 1.07% | 477,009 | $46,455,874 | $43,112,073 | -$3,343,801 | -7.20% | |
| Wellington Management Group Llp | 0.01% | 470,586 | $45,830,371 | $42,531,563 | -$3,298,808 | -7.20% | |
| Goldman Sachs Group Inc | 0.00% | 453,375 | $44,154,192 | $40,976,033 | -$3,178,160 | -7.20% | |
| Boston Partners | 0.04% | 433,647 | $42,253,007 | $39,193,016 | -$3,059,991 | -7.24% | |
| Kennedy Capital Management Llc | 0.74% | 426,294 | $41,516,773 | $38,528,452 | -$2,988,321 | -7.20% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 409,682 | $39,898,930 | $37,027,059 | -$2,871,871 | -7.20% | |
| Vanguard Fiduciary Trust Co | 0.01% | 379,189 | $36,929,217 | $34,271,102 | -$2,658,115 | -7.20% | |
| Bank Of New York Mellon Corp | 0.01% | 378,027 | $36,816,035 | $34,166,080 | -$2,649,955 | -7.20% | |
| Bragg Financial Advisors, Inc | 0.98% | 377,229 | $36,738,333 | $34,093,957 | -$2,644,376 | -7.20% | |
| Citadel Advisors Llc | 0.02% | 375,753 | $36,594,585 | $33,960,556 | -$2,634,029 | -7.20% | |
| Emerald Mutual Fund Advisers Trust | 1.26% | 366,712 | $35,714,082 | $33,143,431 | -$2,570,651 | -7.20% | |
| Shaker Investments Llc/Oh | 12.47% | 356,376 | $34,707,459 | $32,209,263 | -$2,498,196 | -7.20% | |
| Wasatch Advisors Lp | 0.26% | 399,908 | $34,620,036 | $36,143,685 | +$1,523,649 | +4.40% | |
| 1832 Asset Management L.P. | 0.04% | 347,070 | $33,801,147 | $31,368,187 | -$2,432,960 | -7.20% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 317,854 | $31,448,475 | $28,727,645 | -$2,720,830 | -8.65% | |
| Ubs Group Ag | 0.00% | 316,780 | $30,851,204 | $28,630,576 | -$2,220,628 | -7.20% | |
| Loomis Sayles & Co L P | 0.04% | 290,688 | $28,310,105 | $26,272,381 | -$2,037,724 | -7.20% | |
| Stieven Capital Advisors, L.P. | 4.77% | 256,345 | $24,965,440 | $23,168,461 | -$1,796,979 | -7.20% | |
| Nuveen, Llc | 0.01% | 256,326 | $24,963,590 | $23,166,744 | -$1,796,846 | -7.20% | |
| Empowered Funds, Llc | 0.13% | 251,087 | $24,453,364 | $22,693,243 | -$1,760,121 | -7.20% | |
| Public Sector Pension Investment Board | 0.06% | 249,863 | $24,334,158 | $22,582,618 | -$1,751,540 | -7.20% | |
| Principal Financial Group Inc | 0.01% | 271,556 | $23,508,603 | $24,543,231 | +$1,034,628 | +4.40% | |
| Jpmorgan Chase & Co | 0.00% | 237,791 | $23,158,590 | $21,491,551 | -$1,667,039 | -7.20% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.03% | 213,312 | $20,774,456 | $19,279,139 | -$1,495,317 | -7.20% |
| Aqr Capital Management Llc | 0.01% | 201,867 | $19,659,828 | $18,244,739 | -$1,415,089 | -7.20% | |
| Royce & Associates Lp | 0.16% | 201,214 | $19,596,231 | $18,185,721 | -$1,410,510 | -7.20% | |
| Raymond James Financial Inc | 0.00% | 174,909 | $17,034,388 | $15,808,275 | -$1,226,113 | -7.20% | |
| Bank Of America Corp | 0.00% | 168,773 | $16,436,803 | $15,253,704 | -$1,183,099 | -7.20% | |
| Gator Capital Management, Llc | 3.49% | 166,475 | $16,213,000 | $15,046,011 | -$1,166,990 | -7.20% | |
| Osterweis Capital Management Inc | 0.76% | 165,685 | $16,136,062 | $14,974,610 | -$1,161,452 | -7.20% | |
| Algert Global Llc | 0.18% | 157,663 | $15,354,800 | $14,249,582 | -$1,105,218 | -7.20% | |
| Empirical Finance, Llc | 0.62% | 152,847 | $14,885,769 | $13,814,312 | -$1,071,457 | -7.20% | |
| Rhumbline Advisers | 0.01% | 139,543 | $13,590,069 | $12,611,896 | -$978,173 | -7.20% | |
| Nomura Asset Management International Inc. | 0.02% | 138,730 | $13,511,000 | $12,538,417 | -$972,583 | -7.20% | |
| State Of Wisconsin Investment Board | 0.03% | 136,086 | $13,253,416 | $12,299,453 | -$953,963 | -7.20% |
Frequently asked questions about AX
Who are the largest institutional holders of AX?
The largest institutional holders of AX reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, Fmr Llc, and American Century Companies Inc. InsiderSet ranks institutional holders by their latest reported AX position.
What is AX institutional ownership?
This page tracks AX positions reported by institutional investment managers through SEC Form 13F. AXOS FINANCIAL INC (AX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AX?
InsiderSet currently tracks 374 institutional managers reporting AX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AX shareholders.
How much AX stock do institutions own?
Institutional investment managers disclosed approximately $4.59B in AX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AX institutional ownership last updated?
The latest AX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AX position after the reporting date.
Are institutions buying or selling AX?
Institutional buying and selling can be analyzed by comparing AX positions across consecutive 13F reporting periods. InsiderSet's AX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AX ownership changes.
How has AX institutional ownership changed over time?
InsiderSet tracks AX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.