384 institutional investment managers reported AX positions in their Form 13F filings for Q2 2026, holding 48,550,274 shares worth $4.7B in total. BlackRock, Inc. reported the largest position.

Are funds buying or selling AX?

In Q2 2026, 50 managers opened new AX positions, 134 added, 123 trimmed and 47 sold out. Managers that filed in both quarters added a net 899,608 shares.

How current is this AX institutional ownership data?

It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Funds · AX

Who owns AX?

Institutional ownership of Axos Financial Inc. from Form 13F, Q2 2026

384 institutional managers reported holding Axos Financial Inc. (AX) in Form 13F filings for Q2 2026, with 48,550,274 shares worth $4.7B. The largest reported holder was BlackRock, Inc. Managers that filed both quarters added a net 899,608 shares (+1.9%). 50 opened new positions and 47 sold out.

Funds holding: 384
Value held: $4.7B
New / sold out: 50 / 47
Net shares, same filers: +1.9%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of AX

Fund	Value	Share of 13F holdings	Shares	Move
BlackRock, Inc.	$817M	17.3%	8,389,477	Added
Vanguard Portfolio Management LLC	$305M	6.5%	3,136,801	Added
State Street Corp	$294M	6.2%	3,023,908	Added
FMR LLC	$289M	6.1%	2,969,246	Added
American Century Companies Inc	$264M	5.6%	2,705,653	Added
Vanguard Capital Management LLC	$240M	5.1%	2,466,744	Added
Dimensional Fund Advisors LP	$214M	4.5%	2,197,135	Added
Geode Capital Management, LLC	$194M	4.1%	1,967,141	Added
Davis Asset Management, L.P.	$150M	3.2%	1,535,219	Unchanged
Charles Schwab Investment Management Inc	$73.2M	1.5%	751,934	Added
Franklin Resources Inc	$69.6M	1.5%	714,462	Trimmed
Northern Trust Corp	$69.2M	1.5%	710,371	Added
Ameriprise Financial Inc	$63.7M	1.3%	654,362	Trimmed
Invesco Ltd.	$60.1M	1.3%	617,610	Added
Morgan Stanley	$57.6M	1.2%	591,123	Added
Emerald Advisers, LLC	$52.2M	1.1%	536,162	Added
Wasatch Advisors LP	$50.2M	1.1%	515,576	Trimmed
Geneva Capital Management LLC	$46.5M	1.0%	477,009	Trimmed
Wellington Management Group LLP	$45.8M	1.0%	470,586	Trimmed
Goldman Sachs Group Inc	$44.2M	0.9%	453,375	Added
Boston Partners	$42.3M	0.9%	433,647	Added
First Eagle Investment Management, LLC	$41.5M	0.9%	426,624	Added
Kennedy Capital Management LLC	$41.5M	0.9%	426,294	Added
Arrowstreet Capital, Limited Partnership	$39.9M	0.8%	409,682	Added
Vanguard Fiduciary Trust Co	$36.9M	0.8%	379,189	Added

Share of 13F holdings is each fund's shares as a share of the 48,550,274 AX shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

FMR LLC Added+$51.8M
Citadel Advisors LLC Added+$29.9M
Arrowstreet Capital, Limited Partnership Added+$27.9M
First Eagle Investment Management, LLC Added+$25.5M
State Street Corp Added+$20.2M
American Century Companies Inc Added+$19.0M
Kennedy Capital Management LLC Added+$19.0M
Nomura Asset Management International Inc. New+$13.5M
Goldman Sachs Group Inc Added+$9.7M
Invesco Ltd. Added+$6.9M

Biggest sellers in Q2 2026

Wellington Management Group LLP Trimmed-$35.8M
CCG Wealth Management, LLC Trimmed-$14.9M
Geneva Capital Management LLC Trimmed-$12.8M
Squarepoint Ops LLC Trimmed-$11.4M
Allspring Global Investments Holdings, LLC Trimmed-$11.4M
Cerity Partners LLC Trimmed-$11.0M
Wasatch Advisors LP Trimmed-$9.8M
Philadelphia Financial Management of San Francisco, LLC Sold out-$7.5M
WCM Investment Management, LLC Trimmed-$6.9M
Voloridge Investment Management, LLC Sold out-$5.4M

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $332M and sold $238M; 134 added and 123 trimmed.

Schedule 13D and 13G filings on AX

Owners of more than 5% must file within days, so these can be newer than the 13F data.

2026-08-07STATE STREET CORP SCHEDULE 13G filed by Axos Financial Inc.Schedule 13G
2026-08-06FMR LLC SCHEDULE 13G filed by Axos Financial Inc.Schedule 13G
2025-08-11STATE STREET CORP SCHEDULE 13G filed by Axos Financial Inc.Schedule 13G

Questions about AX ownership

Who owns AX stock?: 384 institutional investment managers reported AX positions in their Form 13F filings for Q2 2026, holding 48,550,274 shares worth $4.7B in total. BlackRock, Inc. reported the largest position.
Are funds buying or selling AX?: In Q2 2026, 50 managers opened new AX positions, 134 added, 123 trimmed and 47 sold out. Managers that filed in both quarters added a net 899,608 shares.
How current is this AX institutional ownership data?: It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to AX by CUSIP. Options are left out. AX news and filings · AX insider trades · Top funds