AXAxos Financial, Inc.

$98.13

Who owns AX

376 institutions reported holding AX for 2026Q1, together 84% of the company, more than the 373 a quarter earlier.

376

Institutions reporting a position · as of 2026Q1 · up from 373 the quarter before

Shares held by institutions
47.5M

Shares held by institutions · 84% of the company · long US equity positions only, as reported on Form 13F

Reported value
$4.04B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
39%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
31
New positions
42
Positions exited
42
Added to
130
Reduced
120
Top 10 holdersof the company
52%
Institutional ownership by quarter, 2018Q3 to 2026Q1
QuarterFilersSharesReported value
2026Q137647.5M$4.04B
2025Q437345.9M$3.96B
2025Q337844.9M$3.80B
2025Q236044.6M$3.39B
2025Q134745.6M$2.94B
2024Q435347.1M$3.29B
2024Q333447.8M$3.00B
2024Q231748.7M$2.78B
2024Q130848.9M$2.64B
2023Q429949.4M$2.70B
2023Q325848.1M$1.82B
2023Q225748.0M$1.89B
2023Q125347.3M$1.75B
2022Q424347.1M$1.80B
2022Q324946.9M$1.61B
2022Q223446.7M$1.68B
Largest reported holders, 2026Q1
HolderShares% of companyValue
BlackRock Inc.8.3M15%$708M
VANGUARD GROUP INC6.0M11%$511M
STATE STREET CORP2.8M5.0%$240M
AMERICAN CENTURY COMPANIES INC2.5M4.4%$214M
FMR LLC2.4M4.3%$207M
DIMENSIONAL FUND ADVISORS LP2.2M3.8%$185M
GEODE CAPITAL MANAGEMENT LLC2.0M3.5%$169M
Davis Asset Management, L.P.1.5M2.7%$124M
WELLINGTON MANAGEMENT GROUP LLP0.8M1.5%$71M
FRANKLIN RESOURCES INC0.8M1.3%$64M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

reading the register…