AXOS FINANCIAL INC AX
$97.90
-1.1% 52w: $72.04 – $101.01
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data72.0486.53101.01
Jun 20, 2025 Jul 2, 2026
Institutional holders
384
+6 QoQ
13F value
$4.06B
+2.5% QoQ
Smart-money holders
19
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
1.3×
$13.6M calls / $10.5M puts
Institutional value by quarter
Number of holders
Who owns AX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 8.3M | $708.1M | 0.0% | -0.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 3.1M | $263.0M | 0.0% | — |
| STATE STREET CORP | Index provider | 2.8M | $239.7M | 0.0% | +4.5% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 2.5M | $213.6M | 0.1% | +1.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.5M | $208.8M | 0.0% | — |
| FMR LLC | Long only active | 2.4M | $207.4M | 0.0% | +30.3% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.2M | $185.2M | 0.0% | +0.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 2.0M | $168.5M | 0.0% | +10.3% |
| Davis Asset Management, L.P. ★3 | Fundamental concentrated | 1.5M | $124.0M | 3.6% | +5.4% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 837.9K | $71.3M | 0.0% | +58.6% |
| FRANKLIN RESOURCES INC | Long only active | 755.0K | $64.2M | 0.0% | +65.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 732.1K | $62.3M | 0.0% | +1.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 708.5K | $60.3M | 0.0% | -6.0% |
| NORTHERN TRUST CORP | Index provider | 684.7K | $58.3M | 0.0% | +3.0% |
| WASATCH ADVISORS LP | Other | 616.4K | $52.4M | 0.3% | -0.2% |
| GENEVA CAPITAL MANAGEMENT LLC | Other | 608.1K | $51.7M | 1.1% | -7.8% |
| Invesco Ltd. | Index provider | 546.3K | $46.5M | 0.0% | +171.9% |
| MORGAN STANLEY | Bank broker | 543.6K | $46.3M | 0.0% | -3.6% |
| EMERALD ADVISERS, LLC | Other | 496.2K | $42.2M | 1.3% | -4.8% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 432.7K | $37.2M | 0.1% | +38.2% |
| Boston Partners | Other | 413.2K | $35.2M | 0.0% | +18.3% |
| 1832 Asset Management L.P. | Other | 379.8K | $32.3M | 0.0% | +1.2% |
| SHAKER INVESTMENTS LLC/OH ★2 | Fundamental diversified | 368.7K | $31.4M | 14.3% | -2.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 368.7K | $31.4M | 0.0% | -2.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 368.2K | $31.3M | 0.0% | — |
| Bragg Financial Advisors, Inc | Other | 355.9K | $30.3M | 1.0% | +0.1% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 354.0K | $30.1M | 0.0% | +4.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 353.7K | $30.1M | 0.0% | -4.7% |
| EMERALD MUTUAL FUND ADVISERS TRUST | Other | 336.7K | $28.7M | 1.4% | -1.3% |
| UBS Group AG | Bank broker | 301.8K | $25.7M | 0.0% | +17.8% |
| LOOMIS SAYLES & CO L P | Other | 298.5K | $25.4M | 0.0% | -2.5% |
| Public Sector Pension Investment Board | Pension sovereign | 289.1K | $24.6M | 0.1% | +6.5% |
| JPMORGAN CHASE & CO | Bank broker | 262.9K | $21.8M | 0.0% | -18.0% |
| Nuveen, LLC | Diversified mechanical | 250.4K | $21.3M | 0.0% | -38.7% |
| Stieven Capital Advisors, L.P. ★2 | Fundamental diversified | 240.7K | $20.5M | 4.4% | -5.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 234.7K | $20.0M | 0.0% | +0.9% |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 231.4K | $19.7M | 0.4% | -25.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 221.7K | $18.9M | 0.0% | +68.5% |
| Empowered Funds, LLC | Diversified mechanical | 216.4K | $18.4M | 0.1% | +74.7% |
| Militia Capital Management LLC | Other | 200.0K | $17.0M | 1.9% | — |
| ALGERT GLOBAL LLC | Diversified mechanical | 191.8K | $16.3M | 0.2% | -44.7% |
| Gator Capital Management, LLC ★2 | Fundamental diversified | 186.8K | $15.9M | 3.4% | +6.0% |
| Squarepoint Ops LLC | Quant stat arb | 180.4K | $15.4M | 0.0% | +33.9% |
| Empirical Finance, LLC | Other | 178.3K | $15.2M | 0.7% | +86.6% |
| First Eagle Investment Management, LLC | Other | 164.6K | $14.0M | 0.0% | +15.7% |
| OSTERWEIS CAPITAL MANAGEMENT INC | Other | 163.7K | $13.9M | 0.9% | +14.8% |
| CCG WEALTH MANAGEMENT, LLC | Wealth advisor | 162.9K | $13.9M | 3.8% | +971.7% |
| RHUMBLINE ADVISERS | Diversified mechanical | 156.4K | $13.3M | 0.0% | +2.5% |
| Pembroke Management, LTD ★2 | Fundamental diversified | 148.6K | $12.6M | 1.8% | -48.5% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 143.8K | $12.2M | 0.0% | -5.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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