AX Institutional Ownership
Who owns Axos Financial, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 387 funds reported holding AX at Jun 30, 2026, together owning 85.6% of the company.
- ●184 buying vs 175 selling
- ▲Held by funds +1.2 pts
- ●Funds holding -1
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 387 | 388 | −0.3% |
| In funds' top 10 | 8 | 9 | −11.1% |
| 13F shares | 48.6M | 47.9M | +1.4% |
| Held by funds | 85.6% | 84.5% | +1.2 pts |
| New positions | 49 | 40 | +22.5% |
| Increased | 135 | 141 | −4.3% |
| Reduced | 128 | 134 | −4.5% |
| Sold out | 47 | 35 | +34.3% |
| Calls (shares) | 4,700 | 15K | −68.7% |
| Puts (shares) | 800 | 18K | −95.5% |
| Put/call ratio | 0.17 | 1.17 | −85.5% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in AX
All superinvestors →
Who owns AX
share of fund held shares- Index and passive funds49.4%
- Active managers and hedge funds41.0%
- Banks and brokers7.9%
- Pensions, insurers and other1.7%
The top 10 holders own 60.0% of all AX shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
88 funds changed their position- Wasatch Advisors LPTrimmed−116K sh
- Principal Financial Group IncTrimmed−91K sh
- B. Riley Wealth Advisors, Inc.New+43K sh
- Livforsakringsbolaget Skandia, OmsesidigtTrimmed−23K sh
- CenterBook Partners LPAdded+20K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.79% | 8.4M | $817M | +68K |
| 2 | Vanguard Portfolio Management LLC | 5.53% | 3.1M | $305M | +46K |
| 3 | State Street Corp | 5.33% | 3M | $294M | +207K |
| 4 | Fmr LLC | 5.23% | 3M | $289M | +532K |
| 5 | American Century Companies Inc | 4.77% | 2.7M | $264M | +195K |
| 6 | Vanguard Capital Management LLC | 4.35% | 2.5M | $240M | +13K |
| 7 | Dimensional Fund Advisors LP | 3.87% | 2.2M | $214M | +20K |
| 8 | Geode Capital Management, LLC | 3.47% | 2M | $194M | +8,711 |
| 9 | Davis Asset Management, L.P. | 2.71% | 1.5M | $150M | 0 |
| 10 | Charles Schwab Investment Management Inc | 1.33% | 752K | $73.2M | +20K |
- Fmr LLC+532K sh+$51.8M
- Citadel Advisors LLC+307K sh+$29.9M
- Arrowstreet Capital, Limited Partnership+287K sh+$27.9M
- First Eagle Investment Management, LLC+262K sh+$25.5M
- State Street Corp+207K sh+$20.2M
- American Century Companies Inc+195K sh+$19M
- Kennedy Capital Management LLC+195K sh+$19M
- Nomura Asset Management International Inc.+139K sh+$13.5M
- Wellington Management Group LLP−367K sh−$35.8M
- Militia Capital Management LLC−200K sh−$19.5M
- Ccg Wealth Management, LLC−153K sh−$14.9M
- Geneva Capital Management LLC−131K sh−$12.8M
- Squarepoint Ops LLC−117K sh−$11.4M
- Allspring Global Investments Holdings, LLC−115K sh−$11.4M
- Cerity Partners LLC−113K sh−$11M
- Wasatch Advisors LP−101K sh−$9.8M
AX institutional ownership FAQ
Who owns the most AX stock?
In Q2 2026 13F filings the largest holder of AX was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and State Street Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of AX is owned by institutions?
Funds that file 13F reports held 85.6% of AX's shares at Jun 30, 2026, compared with 84.5% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying AX?
In Q2 2026, 184 funds bought AX (49 of them new positions) and 175 sold (47 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for AX is bullish.
What is AX's institutional put/call ratio?
Funds reported $78K of AX puts against $458K of calls, a put/call ratio of 0.17 (1.17 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this AX ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.