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Axos Financial Ownership | Who Owns Axos Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Axos Financial Ownership Summary

Axos Financial is owned by 85.26% institutional investors, 8.71% insiders, and 6.03% 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 6.01% of its assets in Axos Financial shares.

AX Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAxos Financial85.26%8.71%6.03%
SectorFinancial Services Stocks 43.07%12.53%44.40%
IndustryRegional Banks Stocks49.28%11.59%39.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock8.19M14.39%$468.26M
Vanguard group5.57M9.78%$318.09M
State street3.01M5.29%$172.23M
Dimensional fund advisors lp2.65M4.66%$151.63M
American century companies1.55M2.72%$88.57M
Davis asset management1.50M2.63%$85.72M
Geode capital management1.35M2.38%$77.33M
Wasatch advisors lp861.78K1.51%$49.25M
Nuveen asset management853.04K1.50%$48.75M
Fmr827.06K1.45%$47.27M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Shaker investments llc/oh460.00K11.43%$26.29M
Gator capital management157.18K4.56%$8.98M
Stieven capital advisors328.43K4.16%$18.77M
Davis asset management1.50M3.85%$85.72M
Kestrel investment management98.45K3.73%$5.63M
Orchard capital management155.52K2.68%$8.89M
Pembroke management308.90K2.37%$17.65M
Ccg wealth management54.20K1.75%$3.10M
S&t bank/pa94.25K1.37%$5.39M
Ejf capital30.94K1.31%$1.77M

Top Buyers

HolderShares% AssetsChange
American century companies1.55M0.05%321.49K
Goldman sachs group626.39K0.01%298.59K
Two sigma investments, lp344.80K0.04%216.57K
Arrowstreet capital, limited partnership442.35K0.02%214.81K
Millennium management367.25K0.01%190.58K

Top Sellers

HolderShares% AssetsChange
State street3.01M0.01%-312.91K
Vanguard group5.57M0.01%-304.61K
Fmr827.06K0.00%-246.24K
Wasatch advisors lp861.78K0.26%-178.24K
Bank of america corp /de/188.34K0.00%-146.65K

New Positions

HolderShares% AssetsChangeValue
Segall bryant & hamill104.67K0.11%104.67K$5.98M
Renaissance88.84K0.01%88.84K$5.08M
Axiom advisory42.59K0.03%42.59K$2.32M
State of new jersey common pension fund d34.83K0.01%34.83K$1.99M
Corebridge financial31.53K0.01%31.53K$1.80M

Sold Out

HolderChange
Financial gravity asset management-1.00
Tfo-tdc-3.00
Newedge advisors-9.00
Systm wealth solutions-19.00
Harbor investment advisory-39.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20243353.40%48,541,4290.52%851.19%1402.19%1348.94%
Mar 31, 2024324-1.22%48,290,562-1.78%841.15%137-6.80%1233.36%
Dec 31, 202332817.56%49,166,9913.71%851.33%14713.08%11929.35%
Sep 30, 20232791.82%47,409,075-0.95%801.25%13010.17%92-10.68%
Jun 30, 20232741.11%47,862,3781.79%801.30%118-13.87%10321.18%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.43M6.01%-
Vanguard Total Stock Mkt Idx Inv1.71M2.99%169.27K
iShares Russell 2000 ETF1.42M2.48%-
Vanguard Small Cap Index1.35M2.37%126.64K
Avantis US Small Cap Value ETF1.08M1.89%-
Vanguard Small Cap Value Index Inv916.21K1.60%94.39K
Vanguard Institutional Extnd Mkt Idx Tr777.52K1.36%9.63K
SPDR® S&P Regional Banking ETF724.58K1.27%3.56K
Wasatch Small Cap Value570.53K1.00%192.09K
Fidelity Small Cap Index559.97K0.98%-13.80K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 06, 2024Constantine Thomas M EVP, Chief Credit OfficerSell$358.75K
Nov 06, 2024Garrabrants Gregory President and CEOSell$8.69M
Nov 06, 2024Garrabrants Gregory President and CEOSell$1.54M
Nov 05, 2024COURT JAMES JOHN-Sell$1.14M
Sep 10, 2024Micheletti Andrew J EVP, FinanceSell$2.43M

Insider Transactions Trends

DateBuySell
2024 Q4-4
2024 Q3-3
2024 Q2--
2024 Q127
2023 Q4-2

AX Ownership FAQ

Who Owns Axos Financial?

Axos Financial shareholders are primarily institutional investors at 85.26%, followed by 8.71% insiders and 6.03% retail investors. The average institutional ownership in Axos Financial's industry, Regional Banks Stocks, is 49.28%, which Axos Financial exceeds.

Who owns the most shares of Axos Financial?

Axos Financial’s largest shareholders are Blackrock (8.19M shares, 14.39%), Vanguard group (5.57M shares, 9.78%), and State street (3.01M shares, 5.29%). Together, they hold 29.46% 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 11.43% of its assets in 460K Axos Financial shares, valued at 26.29M$.

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 6.01% of its total shares outstanding invested in 3.43M Axos Financial shares.

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