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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cim Investment Management Inc | Buy | +336 | +7.9% | 4,571 | $445.17K | Q2 2026 | Sep 29, 2026 |
| Envestnet Asset Management Inc | Buy | +3,077 | +4.0% | 80,614 | $7.85M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +207,211 | +7.4% | 3,023,908 | $294.49M | Q2 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +2,709 | +10.1% | 29,440 | $2.87M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -25 | -2.4% | 1,014 | $98.75K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +306,963 | +446.2% | 375,753 | $36.59M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +15,554 | +545.9% | 18,403 | $1.79M | Q2 2026 | Aug 27, 2026 |
| First Eagle U.S. Value | Buy | +48,700 | +29.6% | 213,312 | $20.77M | Q2 2026 | Aug 24, 2026 |
| California State Teachers Retirement System | Sell | -4,209 | -6.7% | 58,192 | $5.67M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +646 | +5.1% | 13,375 | $1.30M | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +122 | — | 122 | $11.76K | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Buy | +34,721 | +16.0% | 251,087 | $24.45M | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Sell | -3,552 | -61.9% | 2,187 | $212.99K | Q2 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Buy | +2,118 | — | 2,118 | $206.27K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +153 | +14.5% | 1,206 | $117.45K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +31 | +6.8% | 484 | $47.14K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +654,362 | — | 654,362 | $63.73M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +617,610 | — | 617,610 | $60.15M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Sell | -367,267 | -43.8% | 470,586 | $45.83M | Q2 2026 | Aug 14, 2026 |
| Kennedy Capital Management Llc | Buy | +194,907 | +84.2% | 426,294 | $41.52M | Q2 2026 | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Buy | +138,730 | — | 138,730 | $13.51M | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Sell | -116,826 | -64.8% | 63,581 | $6.19M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -112,903 | -90.2% | 12,309 | $1.20M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +99,686 | +28.2% | 453,375 | $44.15M | Q2 2026 | Aug 14, 2026 |
| Royce & Associates Lp | Buy | +66,598 | +49.5% | 201,214 | $19.60M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -52,883 | -23.9% | 168,773 | $16.44M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -47,149 | -48.0% | 51,068 | $4.97M | Q2 2026 | Aug 14, 2026 |
| Global Frontier Investments Llc | Buy | +37,000 | — | 37,000 | $3.60M | Q2 2026 | Aug 14, 2026 |
| Bw Gestao De Investimentos Ltda. | Buy | +35,000 | — | 35,000 | $3.41M | Q2 2026 | Aug 14, 2026 |
| Pmc Fig Opportunities Llc | Sell | -33,681 | -56.8% | 25,599 | $2.49M | Q2 2026 | Aug 14, 2026 |
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.
Related AX Institutional Insights
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