AXOS FINANCIAL INC (AX) Institutional Ownership Changes & 13F Activity

AXOS FINANCIAL INC (AX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Invesco Ltd., Wellington Management Group Llp, Citadel Advisors Llc, and State Street Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cim Investment Management IncBuy+336+7.9%4,571$445.17KQ2 2026Sep 29, 2026
Envestnet Asset Management IncBuy+3,077+4.0%80,614$7.85MQ2 2026Sep 23, 2026
State Street CorpBuy+207,211+7.4%3,023,908$294.49MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheBuy+2,709+10.1%29,440$2.87MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-25-2.4%1,014$98.75KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+306,963+446.2%375,753$36.59MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+15,554+545.9%18,403$1.79MQ2 2026Aug 27, 2026
First Eagle U.S. ValueBuy+48,700+29.6%213,312$20.77MQ2 2026Aug 24, 2026
California State Teachers Retirement SystemSell-4,209-6.7%58,192$5.67MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+646+5.1%13,375$1.30MQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+122—122$11.76KQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+34,721+16.0%251,087$24.45MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Sell-3,552-61.9%2,187$212.99KQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcBuy+2,118—2,118$206.27KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+153+14.5%1,206$117.45KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+31+6.8%484$47.14KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+654,362—654,362$63.73MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+617,610—617,610$60.15MQ2 2026Aug 14, 2026
Wellington Management Group LlpSell-367,267-43.8%470,586$45.83MQ2 2026Aug 14, 2026
Kennedy Capital Management LlcBuy+194,907+84.2%426,294$41.52MQ2 2026Aug 14, 2026
Nomura Asset Management International Inc.Buy+138,730—138,730$13.51MQ2 2026Aug 14, 2026
Squarepoint Ops LlcSell-116,826-64.8%63,581$6.19MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-112,903-90.2%12,309$1.20MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+99,686+28.2%453,375$44.15MQ2 2026Aug 14, 2026
Royce & Associates LpBuy+66,598+49.5%201,214$19.60MQ2 2026Aug 14, 2026
Bank Of America CorpSell-52,883-23.9%168,773$16.44MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-47,149-48.0%51,068$4.97MQ2 2026Aug 14, 2026
Global Frontier Investments LlcBuy+37,000—37,000$3.60MQ2 2026Aug 14, 2026
Bw Gestao De Investimentos Ltda.Buy+35,000—35,000$3.41MQ2 2026Aug 14, 2026
Pmc Fig Opportunities LlcSell-33,681-56.8%25,599$2.49MQ2 2026Aug 14, 2026
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Frequently asked questions about AX activity

  • Which institutional owners are buying AX?

    Institutional owners buying AX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AX activity?

    "Buy" means an investor increased their reported position in AX compared to the prior reporting period. This reflects growing exposure to AXOS FINANCIAL INC (AX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AX increasing?

    Institutional interest in AX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.