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 September 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 |
|---|---|---|
| FMR LLC | 2.3M | 17.3% |
| DIMENSIONAL FUND ADVISORS LP | 2.2M | 17.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6M | 12.4% |
| EMERALD ADVISERS, LLC | 539.8K | 4.1% |
| Allspring Global Investments Holdings, LLC | 417.7K | 3.2% |
| GENEVA CAPITAL MANAGEMENT LLC | 415.6K | 3.2% |
| WASATCH ADVISORS LP | 399.9K | 3.1% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 381.3K | 2.9% |
| SHAKER INVESTMENTS LLC/OH | 353.4K | 2.7% |
| Bank of New York Mellon Corp | 350.3K | 2.7% |
| 1832 Asset Management L.P. | 326.5K | 2.5% |
| Public Sector Pension Investment Board | 315.7K | 2.4% |
| Nuveen, LLC | 308.5K | 2.4% |
| PRINCIPAL FINANCIAL GROUP INC | 271.6K | 2.1% |
| First Eagle Investment Management, LLC | 253.4K | 1.9% |
| UBS Group AG | 204.9K | 1.6% |
| ROYCE & ASSOCIATES LP | 153.2K | 1.2% |
| Squarepoint Ops LLC | 151.8K | 1.2% |
| Pembroke Management, LTD | 148.4K | 1.1% |
| RHUMBLINE ADVISERS | 138.1K | 1.1% |
| KESTREL INVESTMENT MANAGEMENT CORP | 90.6K | 0.7% |
| FIL Ltd | 85.0K | 0.7% |
| BESSEMER GROUP INC | 84.3K | 0.6% |
| Russell Investments Group, Ltd. | 67.6K | 0.5% |
| Edgestream Partners, L.P. | 59.4K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FMR LLC | Reduced | 3.0M | 2.3M | -705.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 2.0M | 1.6M | -350.1K |
| First Eagle Investment Management, LLC | Reduced | 426.6K | 253.4K | -173.2K |
| WASATCH ADVISORS LP | Reduced | 515.6K | 399.9K | -115.7K |
| UBS Group AG | Reduced | 316.8K | 204.9K | -111.9K |
| Allspring Global Investments Holdings, LLC | Increased | 317.9K | 417.7K | +99.8K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 362.7K | 271.6K | -91.1K |
| Squarepoint Ops LLC | Increased | 63.6K | 151.8K | +88.3K |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 90.3K | 18.4K | -71.9K |
| Public Sector Pension Investment Board | Increased | 249.9K | 315.7K | +65.9K |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | 477.0K | 415.6K | -61.4K |
| Mawer Investment Management Ltd. | New | 0 | 52.5K | +52.5K |
| Nuveen, LLC | Increased | 256.3K | 308.5K | +52.1K |
| ROYCE & ASSOCIATES LP | Reduced | 201.2K | 153.2K | -48.0K |
| B. Riley Wealth Advisors, Inc. | New | 0 | 43.5K | +43.5K |
| Bank of New York Mellon Corp | Reduced | 378.0K | 350.3K | -27.7K |
| TCW GROUP INC | Reduced | 53.5K | 28.3K | -25.2K |
| WCM INVESTMENT MANAGEMENT, LLC | Sold Out | 23.6K | 0 | -23.6K |
| Livforsakringsbolaget Skandia, Omsesidigt | Reduced | 44.7K | 21.4K | -23.3K |
| CITIGROUP INC | Reduced | 67.7K | 45.5K | -22.1K |
| 1832 Asset Management L.P. | Reduced | 347.1K | 326.5K | -20.5K |
| CenterBook Partners LP | Increased | 6.6K | 26.7K | +20.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.2M | 2.2M | +16.5K |
| EMERALD MUTUAL FUND ADVISERS TRUST | Increased | 366.7K | 381.3K | +14.6K |
| Savant Capital, LLC | Increased | 2.1K | 16.4K | +14.3K |
| BARCLAYS PLC | Increased | 25.0K | 37.7K | +12.6K |
| Edgestream Partners, L.P. | Increased | 47.0K | 59.4K | +12.4K |
| INTECH INVESTMENT MANAGEMENT LLC | Reduced | 12.6K | 2.7K | -10.0K |
| Russell Investments Group, Ltd. | Reduced | 77.5K | 67.6K | -9.9K |
| State of Alaska, Department of Revenue | Reduced | 27.5K | 18.2K | -9.3K |
| LPL Financial LLC | Increased | 33.3K | 41.9K | +8.6K |
| Y-Intercept (Hong Kong) Ltd | Increased | 3.6K | 11.4K | +7.8K |
| Counterpoint Mutual Funds LLC | New | 0 | 6.8K | +6.8K |
| Advisory Advocates, LLC | New | 0 | 6.6K | +6.6K |
| ALPS ADVISORS INC | Sold Out | 5.9K | 0 | -5.9K |
| Pembroke Management, LTD | Increased | 143.2K | 148.4K | +5.2K |
| Yorktown Management & Research Co Inc | Increased | 6.0K | 11.2K | +5.2K |
| Sumitomo Mitsui Trust Group, Inc. | Sold Out | 5.0K | 0 | -5.0K |
| Western Wealth Management, LLC | Sold Out | 4.8K | 0 | -4.8K |
| KESTREL INVESTMENT MANAGEMENT CORP | Reduced | 95.2K | 90.6K | -4.6K |
| IEQ CAPITAL, LLC | Reduced | 9.5K | 5.0K | -4.6K |
| Maryland State Retirement & Pension System | Increased | 8.3K | 12.6K | +4.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 5.2K | 9.4K | +4.2K |
| Atria Investments, Inc | New | 0 | 4.1K | +4.1K |
| DEUTSCHE BANK AG\ | Reduced | 57.8K | 53.8K | -3.9K |
| EMERALD ADVISERS, LLC | Increased | 536.2K | 539.8K | +3.6K |
| PICTON MAHONEY ASSET MANAGEMENT | New | 0 | 3.6K | +3.6K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 38.7K | 35.5K | -3.2K |
| VICTORY FINANCIAL GROUP, LLC | Sold Out | 3.1K | 0 | -3.1K |
| BANQUE PICTET & CIE SA | Sold Out | 3.0K | 0 | -3.0K |
| SHAKER INVESTMENTS LLC/OH | Reduced | 356.4K | 353.4K | -2.9K |
| B. Metzler seel. Sohn & Co. AG | Reduced | 12.6K | 9.7K | -2.9K |
| Jefferies Financial Group Inc. | Increased | 2.2K | 4.7K | +2.5K |
| Kestra Advisory Services, LLC | New | 0 | 2.3K | +2.3K |
| CHICAGO TRUST Co NA | Sold Out | 2.2K | 0 | -2.2K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Increased | 23.0K | 25.0K | +2.0K |
| STRS OHIO | Increased | 4.3K | 6.1K | +1.8K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Increased | 13.9K | 15.4K | +1.5K |
| Strive Financial Group ,LLC | New | 0 | 1.5K | +1.5K |
| SEI INVESTMENTS CO | Increased | 26.2K | 27.7K | +1.5K |
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.