DOSSIER · 13F Holders · Q1 2026Financial Services · Savings Institution, Federally Chartered
AX

AXOS FINANCIAL INC

411 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·Savings Institution, Federally Chartered·411 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$2.9B
visible holders
Holders
411
filers reporting
Concentration
24.34%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

411 institutions reported AX in Q1 2026. BlackRock, Inc. leads at 24.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$708M8.3M0.01%Q1 2026
02
Vanguard Portfolio Management
CIK 0002100121· Index
$263M3.1M0.01%Q1 2026
03
STATE STREET CORP
CIK 0000093751
$240M2.8M0.01%Q1 2026
04
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$214M2.5M0.11%Q1 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$209M2.5M0.01%Q1 2026
06
FMR LLC
CIK 0000315066
$207M2.4M0.01%Q1 2026
07
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$185M2.2M0.04%Q1 2026
08
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$169M2.0M0.01%Q1 2026
09
Davis Asset Management, L.P.
CIK 0001945894
$124M1.5M3.59%Q1 2026
10
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$71M838K0.01%Q1 2026
11
FRANKLIN RESOURCES INC
CIK 0000038777
$64M755K0.02%Q1 2026
12
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$62M732K0.01%Q1 2026
13
AMERIPRISE FINANCIAL INC
CIK 0000820027
$60M708K0.01%Q1 2026
14
NORTHERN TRUST CORP
CIK 0000073124· Index
$58M685K0.01%Q1 2026
15
GENEVA CAPITAL MANAGEMENT LLC
CIK 0001009232
$52M608K1.10%Q1 2026
16
WASATCH ADVISORS LP
CIK 0000814133
$50M516K0.33%Q2 2026
17
Invesco Ltd.
CIK 0000914208
$46M546K0.00%Q1 2026
18
MORGAN STANLEY
CIK 0000895421
$46M544K0.00%Q1 2026
19
EMERALD ADVISERS, LLC
CIK 0001015083
$42M496K1.34%Q1 2026
20
Allspring Global Investments Holdings, LLC
CIK 0001890906
$37M433K0.06%Q1 2026
Page 1 of 21
391 more holders available. Log in →
Insiders at AXOS FINANCIAL INC
Garrabrants GregoryConstantine Thomas MWatson Michael JamesSanti Roque AThiele Candace LTolla John CharlesCrow David MGill Ann