Axos Financial Ownership | Who Owns Axos Financial?

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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 14.46% 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	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	8.15M	14.46%	$690.18M
Blackrock	8.19M	14.39%	$468.26M
Vanguard group	5.93M	10.51%	$501.86M
State street	2.68M	4.76%	$227.09M
American century companies	2.41M	4.28%	$204.30M
Dimensional fund advisors lp	2.17M	3.85%	$183.85M
Geode capital management	1.71M	3.04%	$146.52M
Davis asset management	1.46M	2.58%	$123.35M
Fmr	1.39M	2.47%	$117.80M
Wasatch advisors lp	905.48K	1.61%	$76.65M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Shaker investments llc/oh	399.72K	13.54%	$33.84M
Ategra capital management	140.34K	7.01%	$11.88M
Pmc fig opportunities	39.60K	5.06%	$3.35M
Kestrel investment management	99.35K	4.74%	$8.41M
Davis asset management	1.46M	4.39%	$123.35M
Stieven capital advisors	236.96K	3.78%	$20.06M
Militia capital partners, lp	88.00K	3.51%	$7.45M
Gator capital management	154.06K	3.31%	$13.04M
Orchard capital management	39.04K	2.86%	$3.30M
Pembroke management	261.49K	2.20%	$22.14M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	1.39M	0.01%	1.21M
Franklin resources	414.18K	0.01%	275.19K
Geode capital management	1.71M	0.01%	191.65K
Blackrock funding, inc. /de	8.15M	0.01%	189.37K
Ubs group	267.31K	0.00%	106.00K

Top Sellers

Holder	Shares	% Assets	Change
Basswood capital management	-	-	-258.94K
Voss capital	-	-	-207.70K
M&g	-	-	-171.74K
Dimensional fund advisors lp	2.17M	0.04%	-155.76K
Bank of america corp /de/	188.34K	0.00%	-146.65K

New Positions

Holder	Shares	% Assets	Change	Value
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
Polen capital management	9.18K	0.00%	9.18K	$777.00K
Y-intercept (hong kong)	6.92K	0.01%	6.92K	$585.44K

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 %
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
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 Q4	-	-
2025 Q3	-	5
2025 Q2	-	2
2025 Q1	1	-
2024 Q4	-	9

AX Ownership FAQ

Who Owns Axos Financial?

Axos Financial shareholders are primarily institutional investors at 20.49%, followed by 4.52% insiders and 74.99% retail investors. The average institutional ownership in Axos Financial's industry, Regional Banks Stocks, is 38.26%, which Axos Financial falls below.

Who owns the most shares of Axos Financial?

Axos Financial’s largest shareholders are Blackrock funding, inc. /de (8.15M shares, 14.46%), Blackrock (8.19M shares, 14.39%), and Vanguard group (5.93M shares, 10.51%). Together, they hold 39.36% 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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