Axos Financial Ownership | Who Owns Axos Financial?

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Axos Financial Ownership Summary

Axos Financial is owned by 82.73% institutional investors, 9.10% insiders, and 8.17% 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 5.88% of its assets in Axos Financial shares.

AX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Axos Financial	82.73%	9.10%	8.17%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.19M	14.39%	$468.26M
Blackrock funding, inc. /de	8.29M	14.24%	$579.00M
Vanguard group	6.13M	10.53%	$428.15M
State street	3.33M	5.83%	$232.44M
Dimensional fund advisors lp	2.58M	4.43%	$180.18M
American century companies	1.87M	3.22%	$130.95M
Geode capital management	1.49M	2.56%	$103.98M
Davis asset management	1.46M	2.50%	$101.79M
Wasatch advisors lp	1.06M	1.82%	$73.87M
Northern trust	702.79K	1.23%	$40.16M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Shaker investments llc/oh	426.03K	12.46%	$29.76M
Ategra capital management	214.28K	9.90%	$14.97M
Davis asset management	1.46M	4.15%	$101.79M
Gator capital management	153.02K	4.02%	$10.69M
Kestrel investment management	104.05K	4.01%	$7.27M
Orchard capital management	130.16K	3.63%	$9.21M
Stieven capital advisors	235.66K	2.93%	$16.46M
Pembroke management	258.29K	2.25%	$18.04M
Quantedge capital pte	82.70K	2.11%	$5.78M
S&t bank/pa	77.06K	1.72%	$5.38M

Top Buyers

Holder	Shares	% Assets	Change
Boston partners	427.08K	0.04%	427.08K
Raymond james financial	235.71K	0.01%	235.71K
American century companies	1.87M	0.08%	163.95K
State street	3.33M	0.01%	149.01K
Epoch investment partners	199.66K	0.07%	143.47K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	496.42K	0.00%	-266.01K
Basswood capital management	-	-	-258.94K
Jarislowsky, fraser	404.94K	0.17%	-209.40K
M&g	-	-	-171.74K
Wellington management group llp	641.25K	0.01%	-164.56K

New Positions

Holder	Shares	% Assets	Change	Value
Boston partners	427.08K	0.04%	427.08K	$29.92M
Raymond james financial	235.71K	0.01%	235.71K	$16.46M
Assenagon asset management	141.00K	0.02%	141.00K	$9.85M
New age alpha advisors	51.62K	0.15%	51.62K	$3.61M
Exoduspoint capital management, lp	49.75K	0.02%	49.75K	$3.48M

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Innealta capital	-2.00
Tfo-tdc	-3.00
Mendota financial group	-4.00
Claris advisors, llc / mo /	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	367	1.38%	47,236,305	-1.14%	82	1.23%	177	3.51%	117	0.86%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.36M	5.88%	-
Vanguard US Total Market Shares ETF	1.71M	2.99%	169.27K
Vanguard Total Stock Mkt Idx Inv	1.70M	2.98%	1.11K
iShares Russell 2000 ETF	1.44M	2.51%	-
Vanguard Small Cap Index	1.38M	2.43%	1.13K
Avantis US Small Cap Value ETF	1.25M	2.19%	690.00
Vanguard Small Cap Value Index Inv	912.34K	1.60%	-2.88K
Vanguard Institutional Extnd Mkt Idx Tr	820.74K	1.44%	1.10K
Fidelity Small Cap Index	539.35K	0.94%	-10.10K
SPDR® S&P Regional Banking ETF	514.05K	0.90%	2.56K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 04, 2025	Wardell-Smith Sara	-	Buy	$194.20K
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

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	1	-
2024 Q4	-	9
2024 Q3	-	3
2024 Q2	-	-
2024 Q1	2	7

AX Ownership FAQ

Who Owns Axos Financial?

Axos Financial shareholders are primarily institutional investors at 82.73%, followed by 9.10% insiders and 8.17% retail investors. The average institutional ownership in Axos Financial's industry, Regional Banks Stocks, is 42.21%, which Axos Financial exceeds.

Who owns the most shares of Axos Financial?

Axos Financial’s largest shareholders are Blackrock (8.19M shares, 14.39%), Blackrock funding, inc. /de (8.29M shares, 14.24%), and Vanguard group (6.13M shares, 10.53%). Together, they hold 39.16% 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 12.46% of its assets in 426.03K Axos Financial shares, valued at 29.76M$.

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 5.88% of its total shares outstanding invested in 3.36M Axos Financial shares.

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