AX · NYSE · Banks - Regional

Axos Financial (AX)

Provides digital banking, specialized lending, securities clearing, custody, and investing services.

$88.63
vs last close−0.50 (−0.56%)

13F · 13D/G · Form 4

Institutions86.55%49.11M shares
396 holders · as of Jun 30, 2026
Insiders1.49%843.9K shares
22 holders · as of Sep 16, 2026
Other11.96%6.79M shares
remainder

56.73M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
14.79%8.39Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.53%3.14Mas of Jun 30, 2026
State Street CorpInstitution
5.33%3.02Mas of Jun 30, 2026
FMR LLCInstitution
5.23%2.97Mas of Jun 30, 2026
American Century Companies IncInstitution
4.77%2.71Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.35%2.47Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
3.87%2.20Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
3.47%1.97Mas of Jun 30, 2026
Davis Asset Management, L.P.Institution
2.71%1.54Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.33%751,934as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.33%751,934as of Jun 30, 2026
Franklin Resources IncInstitution
1.26%714,462as of Jun 30, 2026
Northern Trust CorpInstitution
1.25%710,371as of Jun 30, 2026
Ameriprise Financial IncInstitution
1.15%654,362as of Jun 30, 2026
Invesco Ltd.Institution
1.09%617,610as of Jun 30, 2026
Morgan StanleyInstitution
1.04%591,123as of Jun 30, 2026
Emerald Advisers, LLCInstitution
0.95%536,162as of Jun 30, 2026
Wasatch Advisors LPInstitution
0.91%515,576as of Jun 30, 2026
Geneva Capital Management LLCInstitution
0.84%477,009as of Jun 30, 2026
Wellington Management Group LLPInstitution
0.83%470,586as of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.80%453,375as of Jun 30, 2026
Boston PartnersInstitution
0.76%433,647as of Jun 30, 2026
Kennedy Capital Management LLCInstitution
0.75%426,294as of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
0.72%409,682as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.67%379,189as of Jun 30, 2026

13F, as of Jun 30, 2026

396 holders · 49.11M shares · 53 new positions · 189 increased · 129 reduced · 55 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.8.39M14.79%+68.2KAug 7, 2026
Vanguard Portfolio Management LLC3.14M5.53%+46.0KAug 13, 2026
State Street Corp3.02M5.33%+207.2KAug 7, 2026
FMR LLC2.97M5.23%+531.6KAug 13, 2026
American Century Companies Inc2.71M4.77%+195.2KAug 12, 2026
Vanguard Capital Management LLC2.47M4.35%+12.7KAug 13, 2026
Dimensional Fund Advisors LP2.20M3.87%+20.1KAug 11, 2026
Geode Capital Management, LLC1.97M3.47%+8.7KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Portfolio Management5.50%3.12M13GApr 28, 2026
State Street Corporation5.30%3.02M13GAug 7, 2026
Vanguard Capital Management5.09%2.89M13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Feb 17, 2026
Mosich Nickdirector
Sale1,275$98.0064,849
Aug 5, 2026
Roque A. Santidirector
Sale500$105.307,146
Jun 8, 2026
Thomas M. Constantineother: EVP, Chief Credit Officer
Sale1,994$88.5516,195
May 19, 2026
Michael James Watsonother: EVP, Head of Axos Securities
Sale1,653$83.774,592
May 8, 2026
Roque A. Santidirector
Sale500$87.777,646
Feb 11, 2026
Mosich Nickdirector
Sale1,000$97.0081,217
Feb 6, 2026
Thomas M. Constantineother: EVP, Chief Credit Officer
Sale3,260$100.0016,077
Feb 4, 2026
Gregory Garrabrantsdirector, officer: President and CEO
Sale43,294$99.101,418,751
Feb 6, 2026
James John Courtdirector
Sale11,163$101.0132,169
Feb 6, 2026
Derrick Walshofficer: EVP, Chief Financial Officer
Sale4,846$101.2137,936

House and Senate disclosures

Not reported.