AX · Company research
Axos Financial, Inc. Common Stock (AX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29440 | 2867162 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15421 | 1501851 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82 | 7986 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Csenge Advisory Group | 1715593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11370 | 1107324 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 194780 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 584 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12796 | 1246202 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Bragg Financial Advisors, Inc | 1327055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 377229 | 36738333 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 8766 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90295 | 8793830 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LORD, ABBETT & CO. LLC | 728100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79548 | 7747 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10400 | 1012856 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keebeck Wealth Management | 1803675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6185 | 602357 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11497 | 1119693 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103 | 10032 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 839 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| D.A. DAVIDSON & CO. | 1080107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21117 | 2056585 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46953 | 4572753 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Creative Capital Management Investments LLC | 1957363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 2045 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| GILPIN WEALTH MANAGEMENT, LLC | 2058144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 974 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 390 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89799 | 8745607 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHELSEA COUNSEL CO | 1276755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 9739 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ROYCE & ASSOCIATES LP | 906304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201214 | 19596231 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6515 | 634496 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5428 | 528633 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 820 | 79860 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 1234074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1400 | 136346 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4305 | 419264 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16831 | 1639171 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2036295 | 198314673 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Western Wealth Management, LLC | 1767902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4800 | 467472 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 563467 | 54876051 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5254 | 511687 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 97 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37354 | 3638 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CI INVESTMENTS INC. | 1163648 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76417 | 7442252 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Prestige Wealth Management Group LLC | 1772715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 1267 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSTERWEIS CAPITAL MANAGEMENT INC | 1007524 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165685 | 16136062 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13375 | 1302558 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13122 | 1278080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HOHIMER WEALTH MANAGEMENT, LLC | 1802533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2554 | 248734 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15239 | 1484 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Leonard Rickey Investment Advisors P.L.L.C. | 1731447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2213 | 215524 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Yorktown Management & Research Co Inc | 1313559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 584340 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Mutual Advisors, LLC | 1694080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4598 | 447799 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOURGEON CAPITAL MANAGEMENT LLC | 1088731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3200 | 311648 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12142 | 1183 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BANK OF NOVA SCOTIA TRUST CO | 1335382 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2715 | 264414 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Premier Fund Managers Ltd | 1673907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2581 | 249 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Signature Equity Partners, LLC | 2109813 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 494 | 48111 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160 | 15582 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| GENEVA CAPITAL MANAGEMENT LLC | 1009232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330531 | 32190382 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Global Frontier Investments LLC | 1821219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37000 | 3603 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 503 | 48987 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Pictet Asset Management Holding SA | 1993888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8765 | 853623 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432 | 42073 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4300 | 418777 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| OAK ASSOCIATES LTD /OH/ | 836372 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7059 | 687476 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOOTHBAY FUND MANAGEMENT, LLC | 1549230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49401 | 4811163 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 751934 | 73230852 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 486950 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 375 | 36521 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| National Philanthropic Trust | 1785342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7658 | 745813 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24231 | 2359857 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tidemark, LLC | 2009591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 224 | 21815 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32490 | 3164201 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pallas Capital Advisors LLC | 1862282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4238 | 412739 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23622 | 2301000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13155 | 1281165 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| EJF Capital LP | 1353254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 486950 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3028 | 294897 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6638 | 646475 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11800 | 1149202 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5667319 | 58192 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13900 | 1353721 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GREAT LAKES ADVISORS, LLC | 1078013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10262 | 999416 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 379189 | 36929217 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10650 | 1055122 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12628 | 1229841 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.