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Axos Financial, Inc.
$97.90 -1.04 (-1.05%) At close · Jul 2
Market Cap
$5.57B
Shares
56,884,635

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 386
Total Value: $3,816,403,529
Total Shares: 44,851,260
Showing 1–100 of 394 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 386 13F filers
Top Holder
18.6%
Jun 2023 → Mar 2026 · range 16.0% – 18.6%
of institutional value
Top 5
41.3%
Jun 2023 → Mar 2026 · range 41.3% – 47.2%
of institutional value
Top 10
57.5%
Jun 2023 → Mar 2026 · range 53.4% – 60.7%
of institutional value
HHI
564
Jun 2023 → Mar 2026 · range 526 – 638
Broadly held
Showing 100 of 394
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $708,059,239 18.55% 8,321,298
Mega STATE STREET CORP $239,672,747 6.28% 2,816,697
Mega AMERICAN CENTURY COMPANIES INC $213,610,531 5.60% 2,510,407
Mega VANGUARD CAPITAL MANAGEMENT LLC $208,817,156 5.47% 2,454,074
Mega FMR LLC $207,421,679 5.44% 2,437,674
Mega DIMENSIONAL FUND ADVISORS LP $185,241,182 4.85% 2,177,003
Mega GEODE CAPITAL MANAGEMENT, LLC $166,642,808 4.37% 1,958,430
Mid Davis Asset Management, L.P. $130,631,784 3.42% 1,535,219
Mega WELLINGTON MANAGEMENT GROUP LLP $71,292,911 1.87% 837,853
Mega FRANKLIN RESOURCES INC $64,242,436 1.68% 754,994
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $62,292,772 1.63% 732,081
Mega AMERIPRISE FINANCIAL INC $60,285,327 1.58% 708,489
Mega NORTHERN TRUST CORP Bank $58,262,139 1.53% 684,712
Large WASATCH ADVISORS LP $52,447,859 1.37% 616,381
Mid GENEVA CAPITAL MANAGEMENT LLC $51,741,611 1.36% 608,081
Mega Invesco Ltd. $46,485,174 1.22% 546,306
Mega MORGAN STANLEY $46,257,217 1.21% 543,627
Mid EMERALD ADVISERS, LLC $42,224,380 1.11% 496,232
Large Allspring Global Investments Holdings, LLC $36,821,761 0.96% 432,739
Large Boston Partners $35,155,102 0.92% 413,152
Large 1832 Asset Management L.P. $32,315,820 0.85% 379,784
Small SHAKER INVESTMENTS LLC/OH $31,373,704 0.82% 368,712
Mega Bank of New York Mellon Corp Bank $31,369,869 0.82% 368,667
Mega VANGUARD FIDUCIARY TRUST CO Bank $31,333,626 0.82% 368,241
Mid Bragg Financial Advisors, Inc $30,280,808 0.79% 355,868
Mega PRINCIPAL FINANCIAL GROUP INC $30,117,689 0.79% 353,951
Mega GOLDMAN SACHS GROUP INC $30,095,396 0.79% 353,689
Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund $28,653,206 0.75% 336,740
Mega UBS Group AG $25,681,522 0.67% 301,816
Large LOOMIS SAYLES & CO L P $25,400,555 0.67% 298,514
Large Public Sector Pension Investment Board Pension $24,596,115 0.64% 289,060
Mega JPMORGAN CHASE & CO $22,366,158 0.59% 262,853
Mega Nuveen, LLC $21,306,025 0.56% 250,394
Small Stieven Capital Advisors, L.P. $20,484,992 0.54% 240,745
Mega AQR CAPITAL MANAGEMENT LLC $19,974,619 0.52% 234,747
Mid KENNEDY CAPITAL MANAGEMENT LLC $19,688,719 0.52% 231,387
Mega BANK OF AMERICA CORP /DE/ Bank $18,860,707 0.49% 221,656
Large Empowered Funds, LLC $18,410,581 0.48% 216,366
Mid ALGERT GLOBAL LLC $16,324,005 0.43% 191,844
Small Gator Capital Management, LLC $15,898,215 0.42% 186,840
Large Squarepoint Ops LLC $15,350,831 0.40% 180,407
Mid Empirical Finance, LLC $15,169,930 0.40% 178,281
Large First Eagle Investment Management, LLC $14,006,834 0.37% 164,612
Mid OSTERWEIS CAPITAL MANAGEMENT INC $13,932,636 0.37% 163,740
Small CCG WEALTH MANAGEMENT, LLC $13,860,820 0.36% 162,896
Mega RHUMBLINE ADVISERS $13,305,778 0.35% 156,373
Small Pembroke Management, LTD $12,643,608 0.33% 148,591
Large STATE OF WISCONSIN INVESTMENT BOARD $12,234,325 0.32% 143,781
Mega RAYMOND JAMES FINANCIAL INC $12,215,944 0.32% 143,565
Mid Brevan Howard Capital Management LP $11,498,126 0.30% 135,129
Mid ROYCE & ASSOCIATES LP $11,454,475 0.30% 134,616
Mega Legal & General Group Plc $10,773,668 0.28% 126,615
Large Cerity Partners LLC $10,654,288 0.28% 125,212
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $10,456,539 0.27% 122,888
Large PRUDENTIAL FINANCIAL INC $10,380,809 0.27% 121,998
Small Ategra Capital Management, LLC $9,680,263 0.25% 113,765
Mid RENAISSANCE GROUP LLC $9,647,844 0.25% 113,384
Mega Swiss National Bank Bank $9,053,576 0.24% 106,400
Small Militia Capital Management LLC $8,509,000 0.22% 100,000
Mega ROYAL BANK OF CANADA Bank $8,357,282 0.22% 98,217
Large WCM INVESTMENT MANAGEMENT, LLC $8,114,692 0.21% 95,366
Small KESTREL INVESTMENT MANAGEMENT CORP $8,096,313 0.21% 95,150
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $8,055,553 0.21% 94,671
Mega VICTORY CAPITAL MANAGEMENT INC $8,052,662 0.21% 94,637
Mid ARGENT CAPITAL MANAGEMENT LLC $7,992,418 0.21% 93,929
Small Philadelphia Financial Management of San Francisco, LLC $7,504,938 0.20% 88,200
Mega JANE STREET GROUP, LLC $7,479,411 0.20% 87,900
Large CI INVESTMENTS INC. $7,234,096 0.19% 85,017
Mega FIL Ltd $7,232,650 0.19% 85,000
Large BESSEMER GROUP INC $7,177,681 0.19% 84,354
Large LORD, ABBETT & CO. LLC $6,806,944 0.18% 79,997
Mega ENVESTNET ASSET MANAGEMENT INC $6,597,623 0.17% 77,537
Mega UBS Group AG $6,381,750 0.17% 75,000
Mega CITADEL ADVISORS LLC $5,853,340 0.15% 68,790
Mid BOOTHBAY FUND MANAGEMENT, LLC $5,767,400 0.15% 67,780
Mega ALLIANCEBERNSTEIN L.P. $5,618,492 0.15% 66,030
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $5,399,385 0.14% 63,455
Mega FIRST TRUST ADVISORS LP $5,370,114 0.14% 63,111
Mid LGT Fund Management Co Ltd. $5,313,870 0.14% 62,450
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $5,309,701 0.14% 62,401
Mega PRICE T ROWE ASSOCIATES INC /MD/ $5,287,918 0.14% 62,145
Micro PMC FIG Opportunities LLC $5,044,135 0.13% 59,280
Large Quantinno Capital Management LP $4,809,712 0.13% 56,525
Mega CITIGROUP INC $4,739,682 0.12% 55,702
Large TCW GROUP INC $4,554,016 0.12% 53,520
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $4,403,918 0.12% 51,756
Mega VANGUARD ASSET MANAGEMENT, Ltd $4,388,772 0.11% 51,578
Mega DEUTSCHE BANK AG\ Bank $4,092,318 0.11% 48,094
Large Russell Investments Group, Ltd. $4,037,518 0.11% 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 0.10% 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 0.09% 39,879
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,349,482 0.09% 39,364
Small Global Frontier Investments LLC $3,148,330 0.08% 37,000
Mid State of Alaska, Department of Revenue $3,128,162 0.08% 36,763
Key facts CIK 1299709 CUSIP 05465C100 13F (30d) 5 filings 4 filers Visit website Investor relations

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