Axos Financial Ownership | Who Owns Axos Financial?

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Axos Financial Ownership Summary

Axos Financial is owned by 82.97% institutional investors, 8.69% insiders, and 8.34% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Axos Financial	82.97%	8.69%	8.34%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.19M	14.39%	$468.26M
Vanguard group	5.57M	9.78%	$318.09M
State street	3.01M	5.29%	$172.23M
Dimensional fund advisors lp	2.65M	4.66%	$151.63M
American century companies	1.55M	2.72%	$88.57M
Davis asset management	1.50M	2.63%	$85.72M
Geode capital management	1.35M	2.38%	$77.33M
Wasatch advisors lp	861.78K	1.51%	$49.25M
Nuveen asset management	853.04K	1.50%	$48.75M
Fmr	827.06K	1.45%	$47.27M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Shaker investments llc/oh	460.00K	11.43%	$26.29M
Gator capital management	157.18K	4.56%	$8.98M
Stieven capital advisors	328.43K	4.16%	$18.77M
Davis asset management	1.50M	3.85%	$85.72M
Kestrel investment management	98.45K	3.73%	$5.63M
Orchard capital management	155.52K	2.68%	$8.89M
Pembroke management	308.90K	2.37%	$17.65M
Ccg wealth management	54.20K	1.75%	$3.10M
S&t bank/pa	94.25K	1.37%	$5.39M
Ejf capital	30.94K	1.31%	$1.77M

Top Buyers

Holder	Shares	% Assets	Change
American century companies	1.55M	0.05%	321.49K
Goldman sachs group	626.39K	0.01%	298.59K
Two sigma investments, lp	344.80K	0.04%	216.57K
Arrowstreet capital, limited partnership	442.35K	0.02%	214.81K
Millennium management	367.25K	0.01%	190.58K

Top Sellers

Holder	Shares	% Assets	Change
State street	3.01M	0.01%	-312.91K
Vanguard group	5.57M	0.01%	-304.61K
Fmr	827.06K	0.00%	-246.24K
Wasatch advisors lp	861.78K	0.26%	-178.24K
M&g	-	-	-171.74K

New Positions

Holder	Shares	% Assets	Change	Value
Renaissance	88.84K	0.01%	88.84K	$5.08M
Axiom advisory	42.59K	0.03%	42.59K	$2.32M
State of new jersey common pension fund d	34.83K	0.01%	34.83K	$1.99M
Corebridge financial	31.53K	0.01%	31.53K	$1.80M
Mirae asset global etfs	27.66K	0.00%	27.66K	$1.58M

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Innealta capital	-2.00
Tfo-tdc	-3.00
Newedge advisors	-9.00
Systm wealth solutions	-19.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	328	17.56%	49,166,991	3.71%	85	1.33%	147	13.08%	119	29.35%
Sep 30, 2023	279	1.82%	47,409,075	-0.95%	80	1.25%	130	10.17%	92	-10.68%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.43M	6.01%	-
Vanguard Total Stock Mkt Idx Inv	1.70M	2.98%	-7.63K
iShares Russell 2000 ETF	1.42M	2.48%	-
Vanguard Small Cap Index	1.36M	2.37%	2.65K
Avantis US Small Cap Value ETF	1.08M	1.89%	-
Vanguard Small Cap Value Index Inv	915.90K	1.60%	-316.00
Vanguard Institutional Extnd Mkt Idx Tr	774.66K	1.36%	-2.86K
SPDR® S&P Regional Banking ETF	724.58K	1.27%	3.56K
Wasatch Small Cap Value	570.53K	1.00%	192.09K
Fidelity Small Cap Index	559.97K	0.98%	-13.80K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 26, 2024	PARK DAVID X	EVP, Commercial Banking & Trea	Sell	$121.65K
Nov 20, 2024	Nick Mosich	-	Sell	$114.84K
Nov 20, 2024	Nick Mosich	-	Sell	$114.84K
Nov 15, 2024	Ratinoff Edward James	-	Sell	$317.78K
Nov 15, 2024	Nick Mosich	-	Sell	$408.16K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	9
2024 Q3	-	3
2024 Q2	-	-
2024 Q1	2	7
2023 Q4	-	2

AX Ownership FAQ

Who Owns Axos Financial?

Axos Financial shareholders are primarily institutional investors at 82.97%, followed by 8.69% insiders and 8.34% retail investors. The average institutional ownership in Axos Financial's industry, Regional Banks Stocks, is 51.67%, 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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