Who Holds Axos Financial, Inc. (AX)? 384 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 384 holders, $4.7 billion in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| BlackRock, Inc. | 8,389,477 | $817 million | +1% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,136,801 | $305 million | +1% | 13F |
| STATE STREET CORP | 3,023,908 | $294 million | +7% | 13F |
| FMR LLC | 2,969,246 | $289 million | +22% | 13F |
| AMERICAN CENTURY COMPANIES INC | 2,705,653 | $264 million | +8% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,466,744 | $240 million | +1% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 2,197,135 | $214 million | +1% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 1,967,141 | $194 million | +0% | 13F |
| Davis Asset Management, L.P. | 1,535,219 | $150 million | +0% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 751,934 | $73 million | +3% | 13F |
| FRANKLIN RESOURCES INC | 714,462 | $70 million | -5% | 13F |
| NORTHERN TRUST CORP | 710,371 | $69 million | +4% | 13F |
| AMERIPRISE FINANCIAL INC | 654,362 | $64 million | -8% | 13F |
| Invesco Ltd. | 617,610 | $60 million | +13% | 13F |
| MORGAN STANLEY | 591,123 | $58 million | +9% | 13F |
| EMERALD ADVISERS, LLC | 536,162 | $52 million | +8% | 13F |
| WASATCH ADVISORS LP | 515,576 | $50 million | -16% | 13F |
| GENEVA CAPITAL MANAGEMENT LLC | 477,009 | $46 million | -22% | 13F |
| WELLINGTON MANAGEMENT GROUP LLP | 470,586 | $46 million | -44% | 13F |
| GOLDMAN SACHS GROUP INC | 453,375 | $44 million | +28% | 13F |
| Boston Partners | 433,647 | $42 million | +5% | 13F |
| KENNEDY CAPITAL MANAGEMENT LLC | 426,294 | $42 million | +84% | 13F |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 409,682 | $40 million | +233% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 379,189 | $37 million | +3% | 13F |
| Bank of New York Mellon Corp | 378,027 | $37 million | +3% | 13F |
| Bragg Financial Advisors, Inc | 377,229 | $37 million | +6% | 13F |
| CITADEL ADVISORS LLC | 375,753 | $37 million | +446% | 13F |
| EMERALD MUTUAL FUND ADVISERS TRUST | 366,712 | $36 million | +9% | 13F |
| PRINCIPAL FINANCIAL GROUP INC | 362,676 | $35 million | +2% | 13F |
| SHAKER INVESTMENTS LLC/OH | 356,376 | $35 million | -3% | 13F |
| 1832 Asset Management L.P. | 347,070 | $34 million | -9% | 13F |
| Allspring Global Investments Holdings, LLC | 317,854 | $31 million | -27% | 13F |
| UBS Group AG | 316,780 | $31 million | +5% | 13F |
| LOOMIS SAYLES & CO L P | 290,688 | $28 million | -3% | 13F |
| Stieven Capital Advisors, L.P. | 256,345 | $25 million | +6% | 13F |
| Nuveen, LLC | 256,326 | $25 million | +2% | 13F |
| Empowered Funds, LLC | 251,087 | $24 million | +16% | 13F |
| Public Sector Pension Investment Board | 249,863 | $24 million | -14% | 13F |
| JPMORGAN CHASE & CO | 237,791 | $23 million | -10% | 13F |
| First Eagle Investment Management, LLC | 213,312 | $21 million | +30% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 201,867 | $20 million | -14% | 13F |
| ROYCE & ASSOCIATES LP | 201,214 | $20 million | +49% | 13F |
| RAYMOND JAMES FINANCIAL INC | 174,909 | $17 million | +22% | 13F |
| BANK OF AMERICA CORP /DE/ | 168,773 | $16 million | -24% | 13F |
| Gator Capital Management, LLC | 166,475 | $16 million | -11% | 13F |
| OSTERWEIS CAPITAL MANAGEMENT INC | 165,685 | $16 million | +1% | 13F |
| ALGERT GLOBAL LLC | 157,663 | $15 million | -18% | 13F |
| Empirical Finance, LLC | 152,847 | $15 million | -14% | 13F |
| Pembroke Management, LTD | 143,152 | $14 million | -4% | 13F |
| RHUMBLINE ADVISERS | 139,543 | $14 million | -11% | 13F |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 138,730 | $14 million | New | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | 136,086 | $13 million | -5% | 13F |
| Brevan Howard Capital Management LP | 128,644 | $13 million | -5% | 13F |
| Legal & General Group Plc | 127,673 | $12 million | +1% | 13F |
| Ategra Capital Management, LLC | 113,765 | $11 million | +0% | 13F |
| Swiss National Bank | 102,400 | $10 million | -4% | 13F |
| Militia Capital Management LLC | 100,000 | $10 million | +0% | 13F |
| KESTREL INVESTMENT MANAGEMENT CORP | 95,150 | $9 million | +0% | 13F |
| RENAISSANCE GROUP LLC | 94,091 | $9 million | -17% | 13F |
| FIRST TRUST ADVISORS LP | 93,953 | $9 million | +49% | 13F |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 92,990 | $9 million | -2% | 13F |
| VICTORY CAPITAL MANAGEMENT INC | 90,295 | $9 million | -5% | 13F |
| Quantinno Capital Management LP | 86,261 | $8 million | +53% | 13F |
| FIL Ltd | 85,000 | $8 million | +0% | 13F |
| PRUDENTIAL FINANCIAL INC | 80,808 | $8 million | -34% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 80,614 | $8 million | +4% | 13F |
| Russell Investments Group, Ltd. | 77,525 | $8 million | +63% | 13F |
| CI INVESTMENTS INC. | 76,417 | $7 million | -10% | 13F |
| CITIGROUP INC | 67,670 | $7 million | +21% | 13F |
| Squarepoint Ops LLC | 63,581 | $6 million | -65% | 13F |
| LGT Fund Management Co Ltd. | 62,450 | $6 million | +0% | 13F |
| ALLIANCEBERNSTEIN L.P. | 70,074 | $6 million | +6% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 58,192 | $6 million | -7% | 13F |
| WELLS FARGO & COMPANY/MN | 57,963 | $6 million | +65% | 13F |
| DEUTSCHE BANK AG\ | 57,785 | $6 million | +20% | 13F |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 53,867 | $5 million | New | 13F |
| TCW GROUP INC | 53,520 | $5 million | +0% | 13F |
| ARGENT CAPITAL MANAGEMENT LLC | 51,811 | $5 million | -45% | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 51,693 | $5 million | +0% | 13F |
| ROYAL BANK OF CANADA | 51,068 | $5 million | -48% | 13F |
| BOOTHBAY FUND MANAGEMENT, LLC | 49,401 | $5 million | -27% | 13F |
| Edgestream Partners, L.P. | 46,953 | $5 million | +266% | 13F |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,700 | $4 million | +0% | 13F |
| Focus Partners Wealth | 41,730 | $4 million | -1% | 13F |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 41,598 | $4 million | +4% | 13F |
| S&T Bank/PA | 36,451 | $4 million | -14% | 13F |
| BW Gestao de Investimentos Ltda. | 35,000 | $3 million | New | 13F |
| LPL Financial LLC | 33,261 | $3 million | -2% | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 33,241 | $3 million | +19% | 13F |
| CONNORS INVESTOR SERVICES INC | 32,946 | $3 million | 0% | 13F |
| Rafferty Asset Management, LLC | 32,490 | $3 million | -23% | 13F |
| MetLife Investment Management, LLC | 32,274 | $3 million | +9% | 13F |
| FORMULA GROWTH LTD | 30,624 | $3 million | +0% | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 30,200 | $3 million | +0% | 13F |
| Illinois Municipal Retirement Fund | 29,515 | $3 million | +1% | 13F |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 29,440 | $3 million | +10% | 13F |
| SEI INVESTMENTS CO | 26,178 | $3 million | +1% | 13F |
| PMC FIG Opportunities LLC | 25,599 | $2 million | -57% | 13F |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 25,560 | $2 million | +0% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | 25,262 | $2 million | +34% | 13F |
Questions and answers
- How many institutions hold Axos Financial, Inc.?
- 384 managers reported Axos Financial, Inc. on Form 13F for the quarter ended 30 June 2026, against 386 the quarter before.
- Who is the largest institutional holder of Axos Financial, Inc.?
- BlackRock, Inc., with 8,389,477 shares worth $817 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Axos Financial, Inc. in Q2 2026?
- 52 managers reported a new position and 54 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Axos Financial, Inc., Q2 2026", https://app.tamarly.ai/holders/axos-financial, built from SEC EDGAR.
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