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.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 8.4M | 17.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1M | 6.5% |
| STATE STREET CORP | 3.0M | 6.2% |
| FMR LLC | 3.0M | 6.1% |
| AMERICAN CENTURY COMPANIES INC | 2.7M | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | 5.1% |
| DIMENSIONAL FUND ADVISORS LP | 2.2M | 4.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.0M | 4.1% |
| Davis Asset Management, L.P. | 1.5M | 3.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 751.9K | 1.5% |
| FRANKLIN RESOURCES INC | 714.5K | 1.5% |
| NORTHERN TRUST CORP | 710.4K | 1.5% |
| AMERIPRISE FINANCIAL INC | 654.4K | 1.3% |
| Invesco Ltd. | 617.6K | 1.3% |
| MORGAN STANLEY | 591.1K | 1.2% |
| EMERALD ADVISERS, LLC | 536.2K | 1.1% |
| WASATCH ADVISORS LP | 515.6K | 1.1% |
| GENEVA CAPITAL MANAGEMENT LLC | 477.0K | 1.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 470.6K | 1.0% |
| GOLDMAN SACHS GROUP INC | 453.4K | 0.9% |
| Boston Partners | 433.6K | 0.9% |
| First Eagle Investment Management, LLC | 426.6K | 0.9% |
| KENNEDY CAPITAL MANAGEMENT LLC | 426.3K | 0.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 409.7K | 0.8% |
| VANGUARD FIDUCIARY TRUST CO | 379.2K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| 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 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | New | 0 | 53.9K | +53.9K |
| BANK OF AMERICA CORP /DE/ | Reduced | 221.7K | 168.8K | -52.9K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold Out | 51.8K | 0 | -51.8K |
| MORGAN STANLEY | Increased | 543.6K | 591.1K | +47.5K |
| ROYAL BANK OF CANADA | Reduced | 98.2K | 51.1K | -47.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 3.1M | 3.1M | +46.0K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 93.9K | 51.8K | -42.1K |
| PRUDENTIAL FINANCIAL INC | Reduced | 122.0K | 80.8K | -41.2K |
| FRANKLIN RESOURCES INC | Reduced | 755.0K | 714.5K | -40.5K |
| EMERALD ADVISERS, LLC | Increased | 496.2K | 536.2K | +39.9K |
| Public Sector Pension Investment Board | Reduced | 289.1K | 249.9K | -39.2K |
| FRED ALGER MANAGEMENT, LLC | Sold Out | 35.9K | 0 | -35.9K |
| BW Gestao de Investimentos Ltda. | New | 0 | 35.0K | +35.0K |
| Empowered Funds, LLC | Increased | 216.4K | 251.1K | +34.7K |
| ALGERT GLOBAL LLC | Reduced | 191.8K | 157.7K | -34.2K |
| Edgestream Partners, L.P. | Increased | 12.8K | 47.0K | +34.1K |
| PMC FIG Opportunities LLC | Reduced | 59.3K | 25.6K | -33.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 39.4K | 6.2K | -33.2K |
| AQR CAPITAL MANAGEMENT LLC | Reduced | 234.7K | 201.9K | -32.9K |
| 1832 Asset Management L.P. | Reduced | 379.8K | 347.1K | -32.7K |
| TWO SIGMA INVESTMENTS, LP | Sold Out | 31.6K | 0 | -31.6K |
| RAYMOND JAMES FINANCIAL INC | Increased | 143.6K | 174.9K | +31.3K |
| FIRST TRUST ADVISORS LP | Increased | 63.1K | 94.0K | +30.8K |
| Russell Investments Group, Ltd. | Increased | 47.5K | 77.5K | +30.1K |
| EMERALD MUTUAL FUND ADVISERS TRUST | Increased | 336.7K | 366.7K | +30.0K |
| Quantinno Capital Management LP | Increased | 56.5K | 86.3K | +29.7K |
| NORTHERN TRUST CORP | Increased | 684.7K | 710.4K | +25.7K |
| Empirical Finance, LLC | Reduced | 178.3K | 152.8K | -25.4K |
| JPMORGAN CHASE & CO | Reduced | 262.9K | 237.8K | -25.1K |
| Integrated Quantitative Investments LLC | Sold Out | 24.3K | 0 | -24.3K |
| DENALI ADVISORS LLC | New | 0 | 24.1K | +24.1K |
| Persistent Asset Partners Ltd | Sold Out | 23.3K | 0 | -23.3K |
| WELLS FARGO & COMPANY/MN | Increased | 35.2K | 58.0K | +22.8K |
| Bragg Financial Advisors, Inc | Increased | 355.9K | 377.2K | +21.4K |
| Merit Financial Group, LLC | Increased | 3.2K | 24.1K | +21.0K |
| Boston Partners | Increased | 413.2K | 433.6K | +20.5K |
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.