13F Insight
DOSSIER · 13F Holders · Q2 2026Financial Services · Savings Institution, Federally Chartered
AX

AXOS FINANCIAL INC

414 institutions still hold AXOS FINANCIAL INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 05465C100·Savings Institution, Federally Chartered·414 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.4B
visible holders
Holders
414
filers reporting
Concentration
24.03%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

414 institutions reported AX in Q2 2026. BlackRock, Inc. leads at 24.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$817M8.4M0.01%Q2 202602
Vanguard Portfolio Management
CIK 0002100121· Index
$305M3.1M0.01%Q2 202603
STATE STREET CORP
CIK 0000093751
$294M3.0M0.01%Q2 202604
FMR LLC
CIK 0000315066
$289M3.0M0.01%Q2 202605
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$264M2.7M0.12%Q2 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$240M2.5M0.01%Q2 202607
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$214M2.2M0.04%Q2 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$194M2.0M0.01%Q2 202609
Davis Asset Management, L.P.
CIK 0001945894
$150M1.5M3.79%Q2 202610
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$73M752K0.01%Q2 202611
FRANKLIN RESOURCES INC
CIK 0000038777
$70M714K0.02%Q2 202612
NORTHERN TRUST CORP
CIK 0000073124· Index
$69M710K0.01%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$64M654K0.01%Q2 202614
Invesco Ltd.
CIK 0000914208
$60M618K0.00%Q2 202615
MORGAN STANLEY
CIK 0000895421
$58M591K0.00%Q2 202616
EMERALD ADVISERS, LLC
CIK 0001015083
$52M536K1.23%Q2 202617
WASATCH ADVISORS LP
CIK 0000814133
$50M516K0.33%Q2 202618
GENEVA CAPITAL MANAGEMENT LLC
CIK 0001009232
$46M477K1.06%Q2 202619
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$46M471K0.01%Q2 202620
GOLDMAN SACHS GROUP INC
CIK 0000886982
$44M453K0.00%Q2 2026
Page 1 of 21
394 more holders available. Log in →
Insiders at AXOS FINANCIAL INC
Garrabrants Gregory →Santi Roque A →Constantine Thomas M →Watson Michael James →Thiele Candace L →Tolla John Charles →Crow David M →Gill Ann →