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Axos Financial (AX) Institutional Ownership

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(As of 05/7/2024 ET)
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Institutional Ownership Changes (13F Filings) for Axos Financial (NYSE:AX)

Current
Institutional Ownership
Percentage
83.79%
Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$353.06M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$169.15M
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AX Institutional Buying and Selling by Quarter

Axos Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Sei Investments Co.49,233$2.66M0.0%+9.7%0.086%
5/7/2024Swiss National Bank108,200$5.85M0.0%-2.1%0.190%
5/7/2024Illinois Municipal Retirement Fund30,132$1.63M0.0%+9.6%0.053%
5/7/2024 SG Americas Securities LLC5,800$313K0.0%+24.5%0.010%
5/6/2024 Quantbot Technologies LP32,424$1.75M0.1%-41.9%0.057%
5/6/2024 Duality Advisers LP10,434$564K0.1%-32.7%0.018%
5/4/2024 Geneva Capital Management LLC723,960$39.12M0.7%-0.6%1.271%
5/3/2024 GSA Capital Partners LLP31,440$1.70M0.1%+122.2%0.055%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S13,064$706K0.0%N/A0.023%
5/2/2024 Mutual of America Capital Management LLC8,724$471K0.0%-3.0%0.015%
5/1/2024 BNP Paribas Financial Markets45,960$2.48M0.0%+37.6%0.081%
5/1/2024 Mirae Asset Global Investments Co. Ltd.24,948$1.35M0.0%-3.7%0.044%
4/30/2024 Argent Capital Management LLC5,999$324K0.0%+10.4%0.011%
4/29/2024 Principal Financial Group Inc.263,499$14.24M0.0%-1.8%0.463%
4/26/2024 Yousif Capital Management LLC22,901$1.24M0.0%-10.0%0.040%
4/25/2024 Shaker Investments LLC OH466,277$25.20M10.7%-0.3%0.819%
4/23/2024 Rice Hall James & Associates LLC388,256$20.98M1.2%-15.2%0.682%
4/23/2024 Louisiana State Employees Retirement System25,100$1.36M0.0%-2.3%0.044%
4/22/2024 Raymond James & Associates88,301$4.77M0.0%+7.8%0.155%
4/20/2024 Maryland State Retirement & Pension System18,248$986K0.0%-2.3%0.032%
4/19/2024 State of Alaska Department of Revenue30,850$1.67M0.0%-2.4%0.054%
4/18/2024 Wasatch Advisors LP1,040,022$56.20M0.3%-2.6%1.828%
4/18/2024 Allspring Global Investments Holdings LLC207,891$11.23M0.0%+96.7%0.365%
4/18/2024 AlphaMark Advisors LLC5,576$301K0.1%-12.6%0.010%
4/18/2024 CCG Wealth Management LLC54,211$2.93M1.8%+441.5%0.095%
4/17/2024 Investment Research & Advisory Group Inc.504$27K0.0%N/A0.001%
4/16/2024 Toth Financial Advisory Corp11,430$618K0.1%N/A0.020%
4/10/2024 Ridgewood Investments LLC19,038$1.03M0.5%-4.6%0.033%
4/5/2024 First Hawaiian Bank4,555$246K0.0%-65.0%0.008%
4/5/2024 GAMMA Investing LLC519$28K0.0%-41.4%0.001%
3/28/2024 Newbridge Financial Services Group Inc.470$26K0.0%N/A0.001%
3/27/2024Nomura Holdings Inc.100,647$5.50M0.0%N/A0.177%
3/25/2024Quadrature Capital Ltd7,247$395K0.0%-24.7%0.013%
3/22/2024PNC Financial Services Group Inc.5,318$290K0.0%+8.0%0.009%
3/15/2024B. Riley Wealth Advisors Inc.44,112$2.41M0.1%-1.5%0.078%
3/11/2024Vanguard Group Inc.5,933,947$323.99M0.0%-0.7%10.429%
3/5/2024Wellington Management Group LLP214,950$11.74M0.0%+162.7%0.378%
3/1/2024Goldman Sachs Group Inc.795,381$43.43M0.0%+114.1%1.398%
2/26/2024Virtu Financial LLC6,967$380K0.0%N/A0.012%
2/22/2024Scarborough Advisors LLC4,871$253K0.0%N/A0.009%
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2/15/2024Orchard Capital Management LLC313,313$17.11M5.4%+5.3%0.551%
2/15/2024Bragg Financial Advisors Inc357,188$19.50M0.9%+1.0%0.628%
2/15/2024Comerica Bank25,111$1.37M0.0%-5.2%0.044%
2/14/2024Avenir Corp20,790$1.14M0.1%N/A0.037%
2/14/2024Cubist Systematic Strategies LLC369,759$20.19M0.1%+167.9%0.650%
2/14/2024 Wasatch Advisors LP1,068,209$58.32M0.3%-11.7%1.877%
2/14/2024Nomura Holdings Inc.100,647$5.50M0.0%N/A0.177%
2/14/2024Basswood Capital Management L.L.C.270,072$14.75M1.0%-59.6%0.475%
2/14/2024Scout Investments Inc.146,849$8.02M0.2%+2.7%0.258%
2/14/2024Seven Eight Capital LP12,628$689K0.1%-19.8%0.022%
2/13/2024Rafferty Asset Management LLC162,804$8.89M0.0%+170.9%0.286%
2/13/2024Jones Financial Companies Lllp2,419$132K0.0%N/A0.004%
2/13/2024 FinTrust Capital Advisors LLC815$44K0.0%N/A0.001%
2/12/2024Eagle Asset Management Inc.136,828$7.47M0.0%N/A0.240%
2/12/2024 Capstone Investment Advisors LLC4,093$223K0.0%N/A0.007%
2/12/2024TFO Wealth Partners LLC2,714$164K0.0%+90,366.7%0.005%
2/12/2024Olympiad Research LP3,876$212K0.2%-41.0%0.007%
2/12/2024TD Asset Management Inc27,678$1.51M0.0%-5.8%0.049%
2/12/2024JARISLOWSKY FRASER Ltd825,667$45.08M0.3%-2.2%1.451%
2/12/2024Hsbc Holdings PLC32,808$1.81M0.0%N/A0.058%
2/9/2024 Affinity Investment Advisors LLC11,562$631K0.4%N/A0.020%
2/9/2024Bayview Asset Management LLC15,000$819K0.3%-70.0%0.026%
2/9/2024Quest Partners LLC1,830$100K0.0%N/A0.003%
2/9/2024Trexquant Investment LP31,924$1.74M0.0%N/A0.056%
2/9/2024D.A. Davidson & CO.25,264$1.38M0.0%+3.5%0.044%
2/9/2024PNC Financial Services Group Inc.5,318$290K0.0%+8.0%0.009%
2/9/2024Norges Bank395,108$21.57M0.0%N/A0.694%
2/8/2024Great Lakes Advisors LLC10,331$564K0.0%N/A0.018%
2/8/2024First Eagle Investment Management LLC174,922$9.55M0.0%+59.0%0.307%
2/8/2024 ARGA Investment Management LP10,140$554K0.0%N/A0.018%
2/8/2024Massachusetts Financial Services Co. MA4,799$262K0.0%N/A0.008%
2/7/2024Gratus Capital LLC48,593$2.65M0.1%-0.9%0.085%
2/7/2024 Principal Financial Group Inc.268,236$14.65M0.0%-5.3%0.471%
2/7/2024Dimensional Fund Advisors LP2,724,331$148.76M0.0%+5.2%4.788%
2/7/2024 BNP Paribas Financial Markets33,400$1.82M0.0%-43.9%0.059%
2/7/2024 Teacher Retirement System of Texas15,550$849K0.0%-61.1%0.027%
2/7/2024Versor Investments LP3,792$207K0.0%N/A0.007%
2/7/2024 Van Hulzen Asset Management LLC23,376$1.28M0.1%-26.1%0.041%
2/7/2024 Geneva Capital Management LLC728,143$39.76M0.8%+0.1%1.280%
2/6/2024Charles Schwab Investment Management Inc.613,391$33.49M0.0%+1.8%1.078%
2/6/2024 Maryland State Retirement & Pension System18,674$1.02M0.0%-3.4%0.033%
2/6/2024National Bank of Canada FI2,793$154K0.0%-8.9%0.005%
2/6/2024 Amalgamated Bank20,385$1.11M0.0%-3.9%0.036%
2/6/2024 Natixis Advisors L.P.17,081$932K0.0%-8.5%0.030%
2/6/2024Swiss National Bank110,500$6.03M0.0%-5.5%0.194%
2/6/2024 New York Life Investment Management LLC9,353$511K0.0%-3.0%0.016%
2/5/2024 Victory Capital Management Inc.166,892$9.11M0.0%-38.8%0.293%
2/5/2024 SummerHaven Investment Management LLC17,185$938K0.6%+1.2%0.030%
2/5/2024Russell Investments Group Ltd.13,490$737K0.0%-65.2%0.024%
2/2/2024Truist Financial Corp19,523$1.07M0.0%-16.0%0.034%
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2/2/2024 Semanteon Capital Management LP8,663$473K0.3%N/A0.015%
2/1/2024 Yousif Capital Management LLC25,445$1.39M0.0%-2.1%0.044%
2/1/2024 GAMMA Investing LLC886$49K0.0%N/A0.002%
2/1/2024New York State Common Retirement Fund24,257$1.32M0.0%+2.1%0.042%
2/1/2024Illinois Municipal Retirement Fund27,483$1.50M0.0%-11.3%0.048%
2/1/2024 Duality Advisers LP15,510$847K0.1%-31.8%0.027%
2/1/2024Foundry Partners LLC6,376$348K0.0%-20.3%0.011%
2/1/2024Cetera Trust Company N.A5,565$304K0.2%N/A0.010%
2/1/2024 CWM LLC4,104$224K0.0%-6.0%0.007%
2/1/2024 Carmel Capital Partners LLC4,801$262K0.1%+508.5%0.008%
(Data available from 1/1/2016 forward)

AX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AX shares?

During the previous two years, 243 institutional investors and hedge funds held shares of Axos Financial. The most heavily invested institutionals were Vanguard Group Inc. ($323.99M), BlackRock Inc. ($293.20M), Dimensional Fund Advisors LP ($148.76M), Davis Asset Management L.P. ($56.79M), Wasatch Advisors LP ($56.20M), American Century Companies Inc. ($52.84M), and Ameriprise Financial Inc. ($52.12M).Learn more on AX's institutional investors.

What percentage of Axos Financial stock is owned by institutional investors?

83.79% of Axos Financial stock is owned by institutional investors. Learn more on AX's institutional investor holdings.

Which institutional investors have been buying Axos Financial stock?

Of the 191 institutional investors that purchased Axos Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Century Companies Inc. ($1.10M), Jarislowsky Fraser Ltd ($890.49K), Basswood Capital Management L.L.C. ($539.42K), CCG Wealth Management LLC ($431.30K), Goldman Sachs Group Inc. ($423.93K), Dimensional Fund Advisors LP ($409.13K), and Davis Asset Management L.P. ($408.28K).

How much institutional buying is happening at Axos Financial?

Institutional investors have bought a total of 11,096,392 shares in the last 24 months. This purchase volume represents approximately $628.36M in transactions.

Which Axos Financial major shareholders have been selling company stock?

Of the 141 institutional investors that sold Axos Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Basswood Capital Management L.L.C. ($438.87K), Redwood Investments LLC ($419.33K), Robeco Institutional Asset Management B.V. ($340K), Rice Hall James & Associates LLC ($328.74K), Vanguard Group Inc. ($309.94K), Wasatch Advisors LP ($236.99K), and Orchard Capital Management LLC ($181.24K).

How much institutional selling is happening at Axos Financial?

Institutional investors have sold a total of 5,193,047 shares in the last 24 months. This volume of shares sold represents approximately $285.86M in transactions.


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This page (NYSE:AX) was last updated on 5/8/2024 by MarketBeat.com Staff

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