Axos Financial, Inc. - AX

Sector: Financial · Industry: Savings Institution, Federally Chartered

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Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$4.735B

QoQ value delta ($000)

+$654.8M (+16.05%)

Implied price effect (QoQ)

+14.63%

Total shares

48,603,345

QoQ shares delta

+593,404 (+1.24%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 2026 data: 388 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BlackRock, Inc.	817,051	8,389,477	0.01%
VANGUARD PORTFOLIO MANAGEMENT LLC	305,493	3,136,801	0.01%
STATE STREET CORP	294,492	3,023,908	0.01%
FMR LLC	289,174	2,969,246	0.01%
AMERICAN CENTURY COMPANIES INC	263,503	2,705,653	0.12%
VANGUARD CAPITAL MANAGEMENT LLC	240,236	2,466,744	0.01%
DIMENSIONAL FUND ADVISORS LP	213,975	2,197,135	0.04%
GEODE CAPITAL MANAGEMENT, LLC	194,115	1,967,141	0.01%
Davis Asset Management, L.P.	149,514	1,535,219	3.79%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	73,230	751,934	0.01%
FRANKLIN RESOURCES INC	69,581	714,462	0.02%
NORTHERN TRUST CORP	69,183	710,371	0.01%
AMERIPRISE FINANCIAL INC	63,732	654,362	0.01%
Invesco Ltd.	60,149	617,610	0.0%
MORGAN STANLEY	57,569	591,123	0.0%
EMERALD ADVISERS, LLC	52,216	536,162	1.23%
WASATCH ADVISORS LP	50,211	515,576	0.33%
GENEVA CAPITAL MANAGEMENT LLC	46,455	477,009	1.07%
WELLINGTON MANAGEMENT GROUP LLP	45,830	470,586	0.01%
GOLDMAN SACHS GROUP INC	44,154	453,375	0.0%
Boston Partners	42,253	433,647	0.04%
KENNEDY CAPITAL MANAGEMENT LLC	41,516	426,294	0.73%
CITADEL ADVISORS LLC	41,269	423,753	0.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	39,898	409,682	0.02%
UBS Group AG	38,155	391,780	0.0%