Axos Financial Ownership | Who Owns Axos Financial?
Axos Financial Ownership Summary
Axos Financial is owned by 20.49% institutional investors, 4.52% insiders, and 74.99% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.65% of AX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.64% of its assets in Axos Financial shares.
AX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Axos Financial | 20.49% | 4.52% | 74.99% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.94% | 12.65% | 48.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.33M | 14.65% | $717.74M |
| Blackrock | 8.19M | 14.39% | $468.26M |
| Vanguard group | 5.90M | 10.37% | $508.12M |
| State street | 2.68M | 4.76% | $227.09M |
| American century companies | 2.41M | 4.28% | $204.30M |
| Dimensional fund advisors lp | 2.17M | 3.82% | $186.93M |
| Geode capital management | 1.78M | 3.12% | $154.69M |
| Davis asset management | 1.46M | 2.56% | $125.55M |
| Fmr | 1.39M | 2.47% | $117.80M |
| Ameriprise financial | 709.78K | 1.26% | $60.08B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Shaker investments llc/oh | 378.67K | 13.57% | $32.63M |
| Ategra capital management | 140.34K | 7.01% | $11.88M |
| Pmc fig opportunities | 39.60K | 5.06% | $3.35M |
| Kestrel investment management | 96.15K | 4.70% | $8.28M |
| Davis asset management | 1.46M | 4.50% | $125.55M |
| Stieven capital advisors | 255.86K | 4.09% | $22.04M |
| Militia capital partners, lp | 88.00K | 3.51% | $7.45M |
| Gator capital management | 154.06K | 3.31% | $13.04M |
| Orchard capital management | 39.67K | 2.97% | $3.42M |
| Pembroke management | 288.56K | 2.57% | $24.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 1.39M | 0.01% | 1.21M |
| Blackrock funding, inc. /de | 8.33M | 0.01% | 176.95K |
| Goldman sachs group | 371.09K | 0.00% | 133.53K |
| Cerity partners | 112.01K | 0.01% | 98.23K |
| Morgan stanley | 563.89K | 0.00% | 89.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | 617.71K | 0.32% | -287.77K |
| Basswood capital management | - | - | -258.94K |
| Voss capital | - | - | -207.70K |
| M&g | - | - | -171.74K |
| Bank of america corp /de/ | 188.34K | 0.00% | -146.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wcm investment management | 69.97K | 0.01% | 69.97K | $6.07M |
| Lgt fund management | 62.45K | 0.43% | 62.45K | $5.42M |
| Axiom advisory | 42.59K | 0.03% | 42.59K | $2.32M |
| Axa investment managers | 28.33K | 0.01% | 28.33K | $2.40M |
| Maltese capital management | 10.00K | 0.13% | 10.00K | $846.50K |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Tortoise investment management | -2.00 |
| Innealta capital | -2.00 |
| Tfo-tdc | -3.00 |
| Claris advisors, llc / mo / | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 367 | 1.38% | 47,236,305 | -1.14% | 82 | 1.23% | 177 | 3.51% | 117 | 0.86% |
| Sep 30, 2024 | 358 | 5.92% | 47,713,612 | -1.72% | 82 | 1.14% | 170 | 20.57% | 115 | -14.81% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.18M | 5.64% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.69M | 3.00% | -45.66K |
| Vanguard US Total Market Shares ETF | 1.71M | 2.99% | 169.27K |
| Avantis US Small Cap Value ETF | 1.38M | 2.44% | 3.70K |
| Vanguard Small Cap Index | 1.30M | 2.30% | -8.21K |
| iShares Russell 2000 ETF | 1.27M | 2.24% | - |
| Vanguard Small Cap Value Index Inv | 835.30K | 1.48% | 328.00 |
| American Century U.S. Small Cap Value | 605.00K | 1.07% | 20.00K |
| American Century Small Cap Value Inv | 605.00K | 1.07% | 20.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 575.12K | 1.02% | -248.85K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 11, 2026 | Nick Mosich | - | Sell | $97.00K |
| Feb 06, 2026 | Constantine Thomas M | EVP, Chief Credit Officer | Sell | $326.00K |
| Feb 06, 2026 | Walsh Derrick | EVP, Chief Financial Officer | Sell | $490.46K |
| Feb 06, 2026 | COURT JAMES JOHN | - | Sell | $1.13M |
| Feb 04, 2026 | Garrabrants Gregory | President and CEO | Sell | $4.29M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 5 |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 5 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | 1 | - |
AX Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools