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Equibles

AX

Axos Financial, Inc.

Company with tickers: AX

CIK
1299709
CUSIP
05465C100
Shares Outstanding
56,884,635
13F Activity (30d)
233 filings 223 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 386
Total Value: $4,079,327,669
Total Shares: 47,941,332
Showing 1–100 of 394 holdings by value · page 1 of 4

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 386 13F filers · Δ vs Dec 31, 2025
Top Holder
17.4%
Jun 2023 → Mar 2026 · range 16.0% – 18.0%
−0.6 pts
Top 5
40.0%
Jun 2023 → Mar 2026 · range 40.0% – 47.2%
−6.4 pts
Top 10
58.7%
Jun 2023 → Mar 2026 · range 53.4% – 60.7%
−2.0 pts
HHI
536
Jun 2023 → Mar 2026 · range 526 – 638
Broadly held −102

Quarterly Activity

vs Dec 31, 2025
New
49
Increased
143
Decreased
135
Sold Out
43
Unchanged
59
Holder count: +6
Institutional value: +2.0%
Shares held: +3.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega FMR LLC +566,893 2,437,674
Mega Invesco Ltd. +345,357 546,306
Mega WELLINGTON MANAGEMENT GROUP LLP +309,553 837,853
Mega FRANKLIN RESOURCES INC +299,833 754,994
Mega GEODE CAPITAL MANAGEMENT, LLC +182,891 1,958,430

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega Nuveen, LLC −158,353 250,394
Mid ALGERT GLOBAL LLC −154,956 191,844
Small Pembroke Management, LTD −139,964 148,591
Mid Edgestream Partners, L.P. −138,295 12,835
Large PEAK6 LLC −125,900 5,800

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 3,090,775 $262,994,044
Mega VANGUARD CAPITAL MANAGEMENT LLC 2,454,074 $208,817,156
Mega VANGUARD FIDUCIARY TRUST CO 368,241 $31,333,626
Small Militia Capital Management LLC 100,000 $8,509,000
Small Philadelphia Financial Management of San Francisco, LLC 88,200 $7,504,938

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 5,897,415 $508,121,275
Mega MILLENNIUM MANAGEMENT LLC 144,837 $12,479,155
Large Brandywine Global Investment Management, LLC 125,371 $10,801,965
Small Militia Capital Partners, LP 100,000 $8,616,000
Mid B. Riley Wealth Advisors, Inc. 43,428 $3,741,756
Filter: New 49 Increased 143 Reduced 135 Sold out 43 Unchanged 59
Showing 100 of 394
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $708,059,239 17.36% 8,321,298
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $262,994,044 6.45% 3,090,775
Mega STATE STREET CORP $239,672,747 5.88% 2,816,697
Mega AMERICAN CENTURY COMPANIES INC $213,610,531 5.24% 2,510,407
Mega VANGUARD CAPITAL MANAGEMENT LLC $208,817,156 5.12% 2,454,074
Mega FMR LLC $207,421,679 5.08% 2,437,674
Mega DIMENSIONAL FUND ADVISORS LP $185,241,182 4.54% 2,177,003
Mega GEODE CAPITAL MANAGEMENT, LLC $166,642,808 4.09% 1,958,430
Mid Davis Asset Management, L.P. $130,631,784 3.20% 1,535,219
Mega WELLINGTON MANAGEMENT GROUP LLP $71,292,911 1.75% 837,853
Mega FRANKLIN RESOURCES INC $64,242,436 1.57% 754,994
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $62,292,772 1.53% 732,081
Mega AMERIPRISE FINANCIAL INC $60,285,327 1.48% 708,489
Mega NORTHERN TRUST CORP Bank $58,262,139 1.43% 684,712
Large WASATCH ADVISORS LP $52,447,859 1.29% 616,381
Mid GENEVA CAPITAL MANAGEMENT LLC $51,741,611 1.27% 608,081
Mega Invesco Ltd. $46,485,174 1.14% 546,306
Mega MORGAN STANLEY $46,257,217 1.13% 543,627
Mid EMERALD ADVISERS, LLC $42,224,380 1.04% 496,232
Large Allspring Global Investments Holdings, LLC $36,821,761 0.90% 432,739
Large Boston Partners $35,155,102 0.86% 413,152
Large 1832 Asset Management L.P. $32,315,820 0.79% 379,784
Small SHAKER INVESTMENTS LLC/OH $31,373,704 0.77% 368,712
Mega Bank of New York Mellon Corp Bank $31,369,869 0.77% 368,667
Mega VANGUARD FIDUCIARY TRUST CO Bank $31,333,626 0.77% 368,241
Mid Bragg Financial Advisors, Inc $30,280,808 0.74% 355,868
Mega PRINCIPAL FINANCIAL GROUP INC $30,117,689 0.74% 353,951
Mega GOLDMAN SACHS GROUP INC $30,095,396 0.74% 353,689
Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund $28,653,206 0.70% 336,740
Mega UBS Group AG $25,681,522 0.63% 301,816
Large LOOMIS SAYLES & CO L P $25,400,555 0.62% 298,514
Large Public Sector Pension Investment Board Pension $24,596,115 0.60% 289,060
Mega JPMORGAN CHASE & CO $22,366,158 0.55% 262,853
Mega Nuveen, LLC $21,306,025 0.52% 250,394
Small Stieven Capital Advisors, L.P. $20,484,992 0.50% 240,745
Mega AQR CAPITAL MANAGEMENT LLC $19,974,619 0.49% 234,747
Mid KENNEDY CAPITAL MANAGEMENT LLC $19,688,719 0.48% 231,387
Mega BANK OF AMERICA CORP /DE/ Bank $18,860,707 0.46% 221,656
Large Empowered Funds, LLC $18,410,581 0.45% 216,366
Mid ALGERT GLOBAL LLC $16,324,005 0.40% 191,844
Small Gator Capital Management, LLC $15,898,215 0.39% 186,840
Large Squarepoint Ops LLC $15,350,831 0.38% 180,407
Mid Empirical Finance, LLC $15,169,930 0.37% 178,281
Large First Eagle Investment Management, LLC $14,006,834 0.34% 164,612
Mid OSTERWEIS CAPITAL MANAGEMENT INC $13,932,636 0.34% 163,740
Small CCG WEALTH MANAGEMENT, LLC $13,860,820 0.34% 162,896
Mega RHUMBLINE ADVISERS $13,305,778 0.33% 156,373
Small Pembroke Management, LTD $12,643,608 0.31% 148,591
Large STATE OF WISCONSIN INVESTMENT BOARD $12,234,325 0.30% 143,781
Mega RAYMOND JAMES FINANCIAL INC $12,215,944 0.30% 143,565
Mid Brevan Howard Capital Management LP $11,498,126 0.28% 135,129
Mid ROYCE & ASSOCIATES LP $11,454,475 0.28% 134,616
Mega Legal & General Group Plc $10,773,668 0.26% 126,615
Large Cerity Partners LLC $10,654,288 0.26% 125,212
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $10,456,539 0.26% 122,888
Large PRUDENTIAL FINANCIAL INC $10,380,809 0.25% 121,998
Small Ategra Capital Management, LLC $9,680,263 0.24% 113,765
Mid RENAISSANCE GROUP LLC $9,647,844 0.24% 113,384
Mega Swiss National Bank Bank $9,053,576 0.22% 106,400
Small Militia Capital Management LLC $8,509,000 0.21% 100,000
Mega ROYAL BANK OF CANADA Bank $8,357,282 0.20% 98,217
Large WCM INVESTMENT MANAGEMENT, LLC $8,114,692 0.20% 95,366
Small KESTREL INVESTMENT MANAGEMENT CORP $8,096,313 0.20% 95,150
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $8,055,553 0.20% 94,671
Mega VICTORY CAPITAL MANAGEMENT INC $8,052,662 0.20% 94,637
Mid ARGENT CAPITAL MANAGEMENT LLC $7,992,418 0.20% 93,929
Small Philadelphia Financial Management of San Francisco, LLC $7,504,938 0.18% 88,200
Mega JANE STREET GROUP, LLC $7,479,411 0.18% 87,900
Large CI INVESTMENTS INC. $7,234,096 0.18% 85,017
Mega FIL Ltd $7,232,650 0.18% 85,000
Large BESSEMER GROUP INC $7,177,681 0.18% 84,354
Large LORD, ABBETT & CO. LLC $6,806,944 0.17% 79,997
Mega ENVESTNET ASSET MANAGEMENT INC $6,597,623 0.16% 77,537
Mega UBS Group AG $6,381,750 0.16% 75,000
Mega CITADEL ADVISORS LLC $5,853,340 0.14% 68,790
Mid BOOTHBAY FUND MANAGEMENT, LLC $5,767,400 0.14% 67,780
Mega ALLIANCEBERNSTEIN L.P. $5,618,492 0.14% 66,030
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $5,399,385 0.13% 63,455
Mega FIRST TRUST ADVISORS LP $5,370,114 0.13% 63,111
Mid LGT Fund Management Co Ltd. $5,313,870 0.13% 62,450
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $5,309,701 0.13% 62,401
Mega PRICE T ROWE ASSOCIATES INC /MD/ $5,287,918 0.13% 62,145
Micro PMC FIG Opportunities LLC $5,044,135 0.12% 59,280
Large Quantinno Capital Management LP $4,809,712 0.12% 56,525
Mega CITIGROUP INC $4,739,682 0.12% 55,702
Large TCW GROUP INC $4,554,016 0.11% 53,520
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $4,403,918 0.11% 51,756
Mega VANGUARD ASSET MANAGEMENT, Ltd $4,388,772 0.11% 51,578
Mega DEUTSCHE BANK AG\ Bank $4,092,318 0.10% 48,094
Large Russell Investments Group, Ltd. $4,037,518 0.10% 47,450
Large CANADA LIFE ASSURANCE Co Insurance $3,958,386 0.10% 46,520
Large Thrivent Financial for Lutherans $3,907,842 0.10% 45,926
Mid Livforsakringsbolaget Skandia, Omsesidigt $3,803,523 0.09% 44,700
Small S&T Bank/PA $3,617,516 0.09% 42,514
Large Focus Partners Wealth $3,598,796 0.09% 42,294
Large Rafferty Asset Management, LLC $3,595,222 0.09% 42,252
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $3,484,690 0.09% 40,953
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,393,304 0.08% 39,879
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,349,482 0.08% 39,364
Small Global Frontier Investments LLC $3,148,330 0.08% 37,000

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