Axos Financial Ownership | Who Owns Axos Financial?
Axos Financial Ownership Summary
Axos Financial is owned by 0.74% institutional investors, 8.72% insiders, and 90.53% 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 5.84% of its assets in Axos Financial shares.
AX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Axos Financial | 0.74% | 8.72% | 90.53% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.19M | 14.39% | $468.26M |
| Blackrock funding, inc. /de | 8.29M | 14.24% | $579.00M |
| 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 | 1.87M | 3.22% | $130.95M |
| Geode capital management | 1.49M | 2.56% | $103.98M |
| Davis asset management | 1.46M | 2.50% | $101.79M |
| Wasatch advisors lp | 1.06M | 1.82% | $73.87M |
| Northern trust | 702.79K | 1.23% | $40.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Shaker investments llc/oh | 426.03K | 12.46% | $29.76M |
| Ategra capital management | 235.09K | 11.79% | $15.17M |
| Davis asset management | 1.46M | 4.15% | $101.79M |
| Gator capital management | 153.02K | 4.02% | $10.69M |
| Kestrel investment management | 104.05K | 4.01% | $7.27M |
| Orchard capital management | 130.16K | 3.63% | $9.21M |
| Stieven capital advisors | 235.66K | 2.93% | $16.46M |
| Pembroke management | 258.29K | 2.25% | $18.04M |
| Quantedge capital pte | 82.70K | 2.11% | $5.78M |
| S&t bank/pa | 77.06K | 1.72% | $5.38M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 427.08K | 0.04% | 427.08K |
| Raymond james financial | 235.71K | 0.01% | 235.71K |
| American century companies | 1.87M | 0.08% | 163.95K |
| State street | 3.33M | 0.01% | 149.01K |
| Epoch investment partners | 199.66K | 0.07% | 143.47K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | - | - | -289.72K |
| Fmr | 496.42K | 0.00% | -266.01K |
| Basswood capital management | - | - | -258.94K |
| Jarislowsky, fraser | 404.94K | 0.17% | -209.40K |
| M&g | - | - | -171.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Boston partners | 427.08K | 0.04% | 427.08K | $29.92M |
| Raymond james financial | 235.71K | 0.01% | 235.71K | $16.46M |
| Assenagon asset management | 141.00K | 0.02% | 141.00K | $9.85M |
| New age alpha advisors | 51.62K | 0.15% | 51.62K | $3.61M |
| Van eck associates | 47.95K | 0.00% | 47.95K | $3.35M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 324 | -1.22% | 48,290,562 | -1.78% | 84 | 1.15% | 137 | -6.80% | 123 | 3.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.29M | 5.84% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.73M | 3.07% | 24.83K |
| Vanguard US Total Market Shares ETF | 1.71M | 2.99% | 169.27K |
| iShares Russell 2000 ETF | 1.40M | 2.49% | - |
| Vanguard Small Cap Index | 1.36M | 2.42% | 7.34K |
| Avantis US Small Cap Value ETF | 1.28M | 2.27% | 1.04K |
| Vanguard Small Cap Value Index Inv | 880.33K | 1.56% | 2.78K |
| Vanguard Institutional Extnd Mkt Idx Tr | 836.44K | 1.48% | 11.30K |
| American Century U.S. Small Cap Value | 585.00K | 1.02% | 135.00K |
| American Century Small Cap Value Inv | 585.00K | 1.02% | 135.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 14, 2025 | Constantine Thomas M | EVP, Chief Credit Officer | Sell | $125.01K |
| May 05, 2025 | Grinberg Paul | - | Sell | $2.04M |
| Mar 04, 2025 | Wardell-Smith Sara | - | Buy | $194.20K |
| Nov 26, 2024 | PARK DAVID X | EVP, Commercial Banking & Trea | Sell | $121.65K |
| Nov 20, 2024 | Nick Mosich | - | Sell | $114.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 2 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | 9 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | - |
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