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Axos Financial Ownership | Who Owns Axos Financial?

OverviewForecastRevenueFinancialsChartTranscripts

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 5.66% of its assets in Axos Financial shares.

AX Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAxos Financial79.15%3.95%16.89%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks54.08%12.36%33.57%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock8.19M14.39%$468.26M
Blackrock funding, inc. /de7.96M14.12%$605.58M
Vanguard group6.13M10.53%$428.15M
State street3.33M5.83%$232.44M
Dimensional fund advisors lp2.58M4.43%$180.18M
American century companies2.38M4.22%$180.83M
Davis asset management1.46M2.58%$110.81M
Geode capital management1.49M2.56%$103.98M
Wasatch advisors lp909.05K1.61%$69.12M
Geneva capital management739.37K1.31%$56.22M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Shaker investments llc/oh426.03K12.46%$29.76M
Ategra capital management235.09K11.79%$15.17M
Militia capital partners, lp129.00K4.57%$9.81M
Davis asset management1.46M4.31%$110.81M
Stieven capital advisors284.06K4.22%$21.60M
Kestrel investment management104.05K4.01%$7.27M
Gator capital management153.23K3.61%$11.65M
Orchard capital management37.89K3.19%$2.88M
Quantedge capital pte45.00K3.13%$3.42M
Pembroke management266.98K2.46%$20.30M

Top Buyers

HolderShares% AssetsChange
Boston partners427.08K0.04%427.08K
American century companies2.38M0.10%226.89K
State street3.33M0.01%149.01K
Jpmorgan chase410.59K0.00%128.93K
Boothbay fund management126.76K0.19%126.76K

Top Sellers

HolderShares% AssetsChange
Blackrock funding, inc. /de7.96M0.01%-329.11K
Fmr496.42K0.00%-266.01K
Basswood capital management---258.94K
Voss capital---207.70K
M&g---171.74K

New Positions

HolderShares% AssetsChangeValue
Boston partners427.08K0.04%427.08K$29.92M
Boothbay fund management126.76K0.19%126.76K$9.64M
Osterweis capital management84.96K0.31%84.96K$6.46M
Axiom advisory42.59K0.03%42.59K$2.32M
Horizon investments25.84K0.03%25.84K$1.96M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20253692.50%44,637,279-2.55%791.23%17714.19%125-0.79%
Mar 31, 20256-98.40%424,553-99.10%-0.01%4-97.80%1-99.16%
Dec 31, 20243671.38%47,236,305-1.14%821.23%1773.51%1170.86%
Sep 30, 20243585.92%47,713,612-1.72%821.14%17020.57%115-14.81%
Jun 30, 20243353.40%48,541,4290.52%851.19%1402.19%1348.94%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.20M5.66%460.00
Vanguard Total Stock Mkt Idx Inv1.69M3.00%-45.66K
Vanguard US Total Market Shares ETF1.71M2.99%169.27K
Avantis US Small Cap Value ETF1.34M2.37%1.09K
Vanguard Small Cap Index1.30M2.30%-8.21K
iShares Russell 2000 ETF1.23M2.18%-23.41K
Vanguard Small Cap Value Index Inv835.30K1.48%328.00
American Century U.S. Small Cap Value605.00K1.07%20.00K
American Century Small Cap Value Inv605.00K1.07%20.00K
Vanguard Institutional Extnd Mkt Idx Tr575.12K1.02%-248.85K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 04, 2025Micheletti Andrew J EVP, FinanceSell$1.19M
May 14, 2025Constantine Thomas M EVP, Chief Credit OfficerSell$125.01K
May 05, 2025Grinberg Paul-Sell$2.04M
Mar 04, 2025Wardell-Smith Sara-Buy$194.20K
Nov 26, 2024PARK DAVID X EVP, Commercial Banking & TreaSell$121.65K

Insider Transactions Trends

DateBuySell
2025 Q3-1
2025 Q2-2
2025 Q11-
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 54.08%, 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 12.46% of its assets in 426.03K Axos Financial shares, valued at 29.76M$.

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 5.66% of its total shares outstanding invested in 3.2M Axos Financial shares.

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