AX Axos Financial, Inc.
Axos Financial, Inc. (AX) Institutional Ownership
What the institutions did with AX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 8.4M | 15.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5.7M | 10.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1M | 5.8% |
| STATE STREET CORP | 3.0M | 5.6% |
| FMR LLC | 3.0M | 5.5% |
| AMERICAN CENTURY COMPANIES INC | 2.7M | 5.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | 4.6% |
| DIMENSIONAL FUND ADVISORS LP | 2.2M | 4.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.0M | 3.6% |
| Davis Asset Management, L.P. | 1.5M | 2.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 751.9K | 1.4% |
| FRANKLIN RESOURCES INC | 714.5K | 1.3% |
| NORTHERN TRUST CORP | 710.4K | 1.3% |
| AMERIPRISE FINANCIAL INC | 654.4K | 1.2% |
| Invesco Ltd. | 617.6K | 1.1% |
| MORGAN STANLEY | 591.1K | 1.1% |
| EMERALD ADVISERS, LLC | 536.2K | 1.0% |
| WASATCH ADVISORS LP | 515.6K | 1.0% |
| GENEVA CAPITAL MANAGEMENT LLC | 477.0K | 0.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 470.6K | 0.9% |
| GOLDMAN SACHS GROUP INC | 453.4K | 0.8% |
| Boston Partners | 433.6K | 0.8% |
| First Eagle Investment Management, LLC | 426.6K | 0.8% |
| KENNEDY CAPITAL MANAGEMENT LLC | 426.3K | 0.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 409.7K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Increased | 62.4K | 5.7M | +5.6M |
| FMR LLC | Increased | 2.4M | 3.0M | +531.6K |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 837.9K | 470.6K | -367.3K |
| CITADEL ADVISORS LLC | Increased | 68.8K | 375.8K | +307.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 122.9K | 409.7K | +286.8K |
| First Eagle Investment Management, LLC | Increased | 164.6K | 426.6K | +262.0K |
| STATE STREET CORP | Increased | 2.8M | 3.0M | +207.2K |
| Militia Capital Management LLC | Reduced | 300.0K | 100.0K | -200.0K |
| AMERICAN CENTURY COMPANIES INC | Increased | 2.5M | 2.7M | +195.2K |
| KENNEDY CAPITAL MANAGEMENT LLC | Increased | 231.4K | 426.3K | +194.9K |
| CCG WEALTH MANAGEMENT, LLC | Reduced | 162.9K | 10.0K | -152.9K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | New | 0 | 138.7K | +138.7K |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | 608.1K | 477.0K | -131.1K |
| Squarepoint Ops LLC | Reduced | 180.4K | 63.6K | -116.8K |
| Allspring Global Investments Holdings, LLC | Reduced | 432.7K | 317.9K | -114.9K |
| Cerity Partners LLC | Reduced | 125.2K | 12.3K | -112.9K |
| WASATCH ADVISORS LP | Reduced | 616.4K | 515.6K | -100.8K |
| GOLDMAN SACHS GROUP INC | Increased | 353.7K | 453.4K | +99.7K |
| Philadelphia Financial Management of San Francisco, LLC | Sold Out | 88.2K | 0 | -88.2K |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | 95.4K | 23.6K | -71.7K |
| Invesco Ltd. | Increased | 546.3K | 617.6K | +71.3K |
| BlackRock, Inc. | Increased | 8.3M | 8.4M | +68.2K |
| ROYCE & ASSOCIATES LP | Increased | 134.6K | 201.2K | +66.6K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold Out | 63.5K | 0 | -63.5K |
| AMERIPRISE FINANCIAL INC | Reduced | 708.5K | 654.4K | -54.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.