Axos Financial Ownership | Who Owns Axos Financial?

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Axos Financial Ownership Summary

Axos Financial is owned by 79.15% institutional investors, 3.95% insiders, and 16.89% retail investors. Blackrock is the largest institutional shareholder, holding 14.39% 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	79.15%	3.95%	16.89%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.19M	14.39%	$468.26M
Blackrock funding, inc. /de	7.96M	14.12%	$605.58M
Vanguard group	6.13M	10.53%	$428.15M
State street	3.33M	5.83%	$232.44M
Dimensional fund advisors lp	2.58M	4.43%	$180.18M
American century companies	2.38M	4.22%	$180.83M
Davis asset management	1.46M	2.58%	$110.81M
Geode capital management	1.49M	2.56%	$103.98M
Wasatch advisors lp	909.05K	1.61%	$69.12M
Geneva capital management	739.37K	1.31%	$56.22M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Shaker investments llc/oh	399.72K	13.54%	$33.84M
Ategra capital management	235.09K	11.79%	$15.17M
Militia capital partners, lp	129.00K	4.57%	$9.81M
Davis asset management	1.46M	4.31%	$110.81M
Stieven capital advisors	284.06K	4.22%	$21.60M
Kestrel investment management	104.05K	4.01%	$7.27M
Gator capital management	153.23K	3.61%	$11.65M
Orchard capital management	37.89K	3.19%	$2.88M
Quantedge capital pte	45.00K	3.13%	$3.42M
Pembroke management	266.98K	2.46%	$20.30M

Top Buyers

Holder	Shares	% Assets	Change
Boston partners	427.08K	0.04%	427.08K
American century companies	2.38M	0.10%	226.89K
State street	3.33M	0.01%	149.01K
Jpmorgan chase	410.59K	0.00%	128.93K
Boothbay fund management	126.76K	0.19%	126.76K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	7.96M	0.01%	-329.11K
Fmr	496.42K	0.00%	-266.01K
Basswood capital management	-	-	-258.94K
Voss capital	-	-	-207.70K
M&g	-	-	-171.74K

New Positions

Holder	Shares	% Assets	Change	Value
Boston partners	427.08K	0.04%	427.08K	$29.92M
Boothbay fund management	126.76K	0.19%	126.76K	$9.64M
Osterweis capital management	84.96K	0.31%	84.96K	$6.46M
Axiom advisory	42.59K	0.03%	42.59K	$2.32M
Horizon investments	25.84K	0.03%	25.84K	$1.96M

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Innealta capital	-2.00
Tfo-tdc	-3.00
Mendota financial group	-4.00
Claris advisors, llc / mo /	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	335	3.40%	48,541,429	0.52%	85	1.19%	140	2.19%	134	8.94%

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
Sep 10, 2025	Constantine Thomas M	EVP, Chief Credit Officer	Sell	$135.79K
Sep 03, 2025	THIELE CANDACE L	EVP, Chief Administrative Offi	Sell	$63.09K
Sep 02, 2025	Nick Mosich	-	Sell	$394.25K
Sep 03, 2025	Nick Mosich	-	Sell	$56.11K
Aug 04, 2025	Micheletti Andrew J	EVP, Finance	Sell	$1.19M

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	5
2025 Q2	-	2
2025 Q1	1	-
2024 Q4	-	9
2024 Q3	-	3

AX Ownership FAQ

Who Owns Axos Financial?

Axos Financial shareholders are primarily institutional investors at 79.15%, followed by 3.95% insiders and 16.90% retail investors. The average institutional ownership in Axos Financial's industry, Regional Banks Stocks, is 53.95%, which Axos Financial exceeds.

Who owns the most shares of Axos Financial?

Axos Financial’s largest shareholders are Blackrock (8.19M shares, 14.39%), Blackrock funding, inc. /de (7.96M shares, 14.12%), and Vanguard group (6.13M shares, 10.53%). Together, they hold 39.04% 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 13.54% of its assets in 399.72K Axos Financial shares, valued at 33.84M$.

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 5.64% of its total shares outstanding invested in 3.18M Axos Financial shares.

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