13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
AX

AXOS FINANCIAL INC

405 institutions still hold AXOS FINANCIAL INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 05465c100·405 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.8%
vs prior quarter
13F value held
$2.9B
53.0% inst. owned
of float
Holders
405
+103 QoQ
filers reporting
Activity
+107 / −7
+918 added · −932 reduced
this quarter
Concentration
24.32%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

405 institutions reported AX in Q1 2026. BlackRock, Inc. leads at 24.3% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$708M8.3M0.01%Q1 202602
Vanguard Portfolio Management
CIK 0002100121
$263M3.1M0.01%Q1 202603
STATE STREET CORP
CIK 0000093751
$240M2.8M0.01%Q1 202604
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$214M2.5M0.11%Q1 202605
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$209M2.5M0.01%Q1 202606
FMR LLC
CIK 0000315066
$207M2.4M0.01%Q1 202607
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$185M2.2M0.04%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$169M2.0M0.01%Q1 202609
Davis Asset Management, L.P.
CIK 0001945894
$124M1.5M3.59%Q1 202610
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$71M838K0.01%Q1 202611
FRANKLIN RESOURCES INC
CIK 0000038777
$64M755K0.02%Q1 202612
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$62M732K0.01%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$60M708K0.01%Q1 202614
NORTHERN TRUST CORP
CIK 0000073124· Index
$58M685K0.01%Q1 202615
WASATCH ADVISORS LP
CIK 0000814133
$52M616K0.35%Q1 202616
GENEVA CAPITAL MANAGEMENT LLC
CIK 0001009232
$52M608K1.10%Q1 202617
Invesco Ltd.
CIK 0000914208
$46M546K0.01%Q1 202618
MORGAN STANLEY
CIK 0000895421
$46M544K0.00%Q1 202619
EMERALD ADVISERS, LLC
CIK 0001015083
$42M496K1.34%Q1 202620
Allspring Global Investments Holdings, LLC
CIK 0001890906
$37M433K0.06%Q1 2026
Page 1 of 21
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