Axos Financial Ownership | Who Owns Axos Financial?

Overview Forecast RevenueFinancials Chart Transcripts

Axos Financial Ownership Summary

Axos Financial is owned by 86.54% institutional investors, 4.59% insiders, and 8.87% 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	86.54%	4.59%	8.87%
Sector	Financial Services Stocks	736.16%	13.84%	-650.00%
Industry	Regional Banks Stocks	53.66%	12.44%	33.90%

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
Fmr	2.97M	5.25%	$289.17M
American century companies	2.71M	4.78%	$263.50M
Vanguard capital management	2.47M	4.36%	$240.24M
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

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Shaker investments llc/oh	356.38K	12.47%	$34.71M
Kestrel investment management	95.15K	5.04%	$9.27M
Ategra capital management	113.77K	4.98%	$11.08M
Stieven capital advisors	256.35K	4.77%	$24.97M
Pmc fig opportunities	25.60K	3.98%	$2.49M
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
Orchard capital management	22.49K	2.13%	$2.19M
Redwood investments	90.71K	1.70%	$6.34M

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	751.93K	0.01%	751.93K
Fmr	2.97M	0.01%	531.57K
Citadel advisors	375.75K	0.00%	306.96K
Arrowstreet capital, limited partnership	409.68K	0.02%	286.79K
State street	3.02M	0.01%	207.21K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	470.59K	0.01%	-367.27K
Basswood capital management	-	-	-258.94K
Voss capital	-	-	-207.70K
M&g	-	-	-171.74K
Ccg wealth management	10.00K	0.23%	-152.90K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	751.93K	0.01%	751.93K	$73.23M
Macquarie management	138.73K	0.02%	138.73K	$13.51M
Kornitzer capital management inc /ks	53.87K	0.11%	53.87K	$5.25M
Axiom advisory	42.59K	0.03%	42.59K	$2.32M
Bw gestao de investimentos ltda.	35.00K	0.07%	35.00K	$3.41M

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 %
Jun 30, 2026	389	-1.52%	48,971,983	2.75%	86	1.23%	188	-2.59%	124	-8.82%
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%

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 MStar Total Stk Mkt Idx Invest	1.73M	3.04%	6.86K
Vanguard Morn Total Stk Mkt Idx Investor	1.72M	3.02%	-4.21K
Vanguard Total Stock Mkt Idx Inv	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	2.19%	2.71K
Vanguard MStar Small Cap Value Index	789.04K	1.39%	2.24K

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

AX Ownership FAQ

Who Owns Axos Financial?

Axos Financial shareholders are primarily institutional investors at 86.54%, followed by 4.59% insiders and 8.87% retail investors. The average institutional ownership in Axos Financial's industry, Regional Banks Stocks, is 53.66%, which Axos Financial exceeds.

Who owns the most shares of Axos Financial?

Axos Financial’s largest shareholders are Blackrock funding, inc. /de (8.39M shares, 14.83%), Blackrock (8.19M shares, 14.39%), and Vanguard group (5.9M shares, 10.37%). Together, they hold 39.59% of Axos Financial’s total shares outstanding.

Does Blackrock own Axos Financial?

Yes, BlackRock owns 14.39% of Axos Financial, totaling 8.19M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 468.26M$. In the last quarter, BlackRock decreased its holdings by -71.814K shares, a -0.87% change.

Who is Axos Financial’s biggest shareholder by percentage of total assets invested?

Shaker investments llc/oh is Axos Financial’s biggest shareholder by percentage of total assets invested, with 12.47% of its assets in 356.38K Axos Financial shares, valued at 34.71M$.

Who is the top mutual fund holder of Axos Financial shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Axos Financial shares, with 6.10% of its total shares outstanding invested in 3.46M Axos Financial shares.

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