Axos Financial Ownership | Who Owns Axos Financial?
Axos Financial Ownership Summary
Axos Financial is owned by 83.10% institutional investors, 4.42% insiders, and 12.48% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.83% of AX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.10% of its assets in Axos Financial shares.
AX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Axos Financial | 83.10% | 4.42% | 12.48% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Regional Banks Stocks | 38.12% | 12.89% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.39M | 14.83% | $817.05M |
| Blackrock | 8.19M | 14.39% | $468.26M |
| Vanguard group | 5.90M | 10.37% | $508.12M |
| State street | 3.02M | 5.34% | $294.49M |
| American century companies | 2.71M | 4.78% | $263.50M |
| Fmr | 2.44M | 4.29% | $207.42M |
| Dimensional fund advisors lp | 2.20M | 3.88% | $213.98M |
| Geode capital management | 1.97M | 3.48% | $194.12M |
| Davis asset management | 1.54M | 2.71% | $149.51M |
| Wellington management group llp | 837.85K | 1.47% | $71.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Shaker investments llc/oh | 356.38K | 12.47% | $34.71M |
| Pmc fig opportunities | 59.28K | 7.75% | $5.04M |
| Kestrel investment management | 95.15K | 5.04% | $9.27M |
| Ategra capital management | 113.77K | 4.81% | $9.68M |
| Stieven capital advisors | 240.75K | 4.38% | $20.48M |
| Davis asset management | 1.54M | 3.79% | $149.51M |
| Militia capital partners, lp | 88.00K | 3.51% | $7.45M |
| Gator capital management | 166.47K | 3.40% | $16.21M |
| Philadelphia financial management of san francisco | 88.20K | 2.17% | $7.50M |
| Orchard capital management | 22.49K | 2.13% | $2.19M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 2.44M | 0.01% | 566.89K |
| Vanguard fiduciary trust | 368.24K | 0.01% | 368.24K |
| Invesco | 546.31K | 0.01% | 345.36K |
| Wellington management group llp | 837.85K | 0.01% | 309.55K |
| Franklin resources | 754.99K | 0.02% | 299.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | - | - | -258.94K |
| Voss capital | - | - | -207.70K |
| M&g | - | - | -171.74K |
| Algert global | 191.84K | 0.25% | -154.96K |
| Ccg wealth management | 10.00K | 0.23% | -152.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 368.24K | 0.01% | 368.24K | $31.33M |
| Philadelphia financial management of san francisco | 88.20K | 2.17% | 88.20K | $7.50M |
| Fil | 85.00K | 0.01% | 85.00K | $7.23M |
| Kornitzer capital management inc /ks | 53.87K | 0.11% | 53.87K | $5.25M |
| Vanguard asset management | 51.58K | 0.00% | 51.58K | $4.39M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Curio wealth | -2.00 |
| Innealta capital | -2.00 |
| Tortoise investment management | -2.00 |
| Tfo-tdc | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 382 | -1.55% | 47,253,803 | 2.86% | 83 | 1.27% | 186 | -1.06% | 133 | 2.31% |
| Dec 31, 2025 | 129 | -66.84% | 9,961,357 | -77.90% | 17 | 0.27% | 56 | -70.21% | 41 | -70.50% |
| Sep 30, 2025 | 156 | -57.02% | 11,553,051 | -73.09% | 20 | 0.35% | 75 | -57.87% | 53 | -56.20% |
| Jun 30, 2025 | 369 | 2.50% | 44,637,279 | -2.55% | 79 | 1.23% | 177 | 14.19% | 125 | -0.79% |
| Mar 31, 2025 | 6 | -98.40% | 424,553 | -99.10% | - | 0.01% | 4 | -97.80% | 1 | -99.16% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.46M | 6.10% | -3.31K |
| Avantis US Small Cap Value ETF | 1.77M | 3.13% | 1.73K |
| Vanguard Total Stock Mkt Idx Inv | 1.72M | 3.02% | -4.21K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.72M | 3.02% | -4.21K |
| Vanguard US Total Market Shares ETF | 1.71M | 2.99% | 169.27K |
| Strategic Advisers Fidelity US TtlStk | 1.47M | 2.59% | 38.95K |
| iShares Russell 2000 ETF | 1.36M | 2.40% | - |
| Vanguard Small Cap Index | 1.24M | 2.18% | 21.00 |
| Vanguard Small Cap Value Index Inv | 786.81K | 1.38% | -11.43K |
| Vanguard Morn Small Cap Value Index | 786.81K | 1.38% | -11.43K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 05, 2026 | Santi Roque A | - | Sell | $52.65K |
| Jun 08, 2026 | Constantine Thomas M | EVP, Chief Credit Officer | Sell | $176.57K |
| May 19, 2026 | Watson Michael James | EVP, Head of Axos Securities | Sell | $138.47K |
| May 08, 2026 | Santi Roque A | - | Sell | $43.88K |
| Feb 17, 2026 | Nick Mosich | - | Sell | $124.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 6 |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 5 |
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