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Axos Financial, Inc. (AX) Institutional Ownership & Insider Trading

384 institutions reported holding Axos Financial, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 12 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

AXAxos Financial, Inc.Follow AX — free
Banks - Regional · Financials
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Price chart with a free account
Market cap
5.2B
P/E TTM
10.8
Dividend yield
—
52-week
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Next earnings
29 Oct, in 5 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

384 institutions held 85.6% of the shares. Across filers that reported both quarters, shares held changed +1.5%.

Increased+115New+37Decreased-116Closed-37

Largest moves, shares (millions)

FMR+0.5MCitadel Advisors+0.3MArrowstreet Capital,…+0.3MWellington Management Group-0.4MMilitia Capital Management-0.2MCcg Wealth Management-0.2M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-1.8Sep 24-0.9Dec 24-1.5Mar 25-1.0Jun 25+0.5Sep 25+0.9Dec 25+1.6Mar 26+0.7Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2638449+1.5%1153711637
Mar 2638148+4.3%1233111427
Dec 2537046+1.9%1172310832
Sep 2537145+1.2%1133812324
Jun 2536045-2.2%1114311527
Mar 2534446-3.3%963211235
Dec 2434947-1.8%1093210025
Sep 2433248-4.4%944710531

Axos Financial, Inc. — questions

Who owns Axos Financial, Inc. stock?
384 institutions reported Axos Financial, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (14.8%), VANGUARD PORTFOLIO MANAGEMENT LLC (5.5%), STATE STREET CORP (5.3%).
Are Axos Financial, Inc. insiders buying or selling?
12 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Axos Financial, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.