Save your place

Sign in to WhoBought

Please try again later.

Axos Financial, Inc. (AX) institutional ownership

Latest close $95.83 Jul 24, 2026
Market cap$4.8B 52-week range SectorFinancial Services
Funds holding · Q1 2026
349
reported AX position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
183 buyers · 166 sellers

Axos Financial, Inc. (AX) price and institutional activity

Dates

Q1 2026

$0 bought by 183 investors
FMR LLCInvesco Ltd. +181 more
$0 sold by 166 investors
Nuveen, LLCAlgert Global LLC +164 more
Bought Sold Totals per quarter; hover a bar for the names.

Axos Financial, Inc. (AX) institutional activity · 349

Investor Type Est. change Change Δ Own Date
FMR LLC · Added
Change +567K Δ Own +30.3% Date Q1 2026
FMR LLC Added· Q1 2026 +567K +30.3% Q1 2026
Invesco Ltd. · Added
Change +345K Δ Own +171.9% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +345K +171.9% Q1 2026
Wellington Management Group LLP · Added
Change +310K Δ Own +58.6% Date Q1 2026
Wellington Management Group LLP Added· Q1 2026 +310K +58.6% Q1 2026
Geode · Added
Change +183K Date Q1 2026
Geode Added· Q1 2026 +183K Q1 2026
Nuveen, LLC · Reduced
Change −158K Date Q1 2026
Nuveen, LLC Reduced· Q1 2026 −158K Q1 2026
Algert Global LLC · Reduced
Change −155K Date Q1 2026
Algert Global LLC Reduced· Q1 2026 −155K Q1 2026
Ccg Wealth Management, LLC · Added
Change +148K Date Q1 2026
Ccg Wealth Management, LLC Added· Q1 2026 +148K Q1 2026
Millennium Management LLC · Exited
Change −145K Δ Own −100.0% Date Q1 2026
Millennium Management LLC Exited· Q1 2026 −145K −100.0% Q1 2026
Pembroke Management, Ltd · Reduced
Change −140K Date Q1 2026
Pembroke Management, Ltd Reduced· Q1 2026 −140K Q1 2026
Edgestream Partners, L.P. · Reduced
Change −138K Date Q1 2026
Edgestream Partners, L.P. Reduced· Q1 2026 −138K Q1 2026
State Street · Added
Change +120K Date Q1 2026
State Street Added· Q1 2026 +120K Q1 2026
Allspring Global Investments Holdings, LLC · Added
Change +120K Date Q1 2026
Allspring Global Investments Holdings, LLC Added· Q1 2026 +120K Q1 2026
Brevan Howard Capital Management LP · Added
Change +110K Date Q1 2026
Brevan Howard Capital Management LP Added· Q1 2026 +110K Q1 2026
Vanguard · Added
Change +108K Date Q1 2026
Vanguard Added· Q1 2026 +108K Q1 2026
Militia Capital Management LLC · New
Change +100K Date Q1 2026
Militia Capital Management LLC New· Q1 2026 +100K Q1 2026
Data through Q1 2026 · filed Jun 4, 2026
15 of 349

Famous investor activity in Axos Financial, Inc. (AX)

Axos Financial, Inc. (AX) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Garrabrants Gregory · Director Exercise or conversion (M/X/C) -202K
Owned 393K Trade date Jun 30, 2026 Filed date Jul 1, 2026
Garrabrants Gregory Director Exercise or conversion (M/X/C) -202K 393K Jun 30, 2026 Jul 1, 2026
Garrabrants Gregory · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$11M
Price $97.39 Qty -109K Owned 1.5M ΔOwn −6.7% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Garrabrants Gregory Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $97.39 -109K -$11M 1.5M −6.7% Jun 30, 2026 Jul 1, 2026
Garrabrants Gregory · Director Grant (A) $20M
Price $97.39 Qty 202K Owned 1.6M ΔOwn +14.3% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Garrabrants Gregory Director Grant (A) $97.39 202K $20M 1.6M +14.3% Jun 30, 2026 Jul 1, 2026
Constantine Thomas M. · Other Sell −$177K
Price $88.55 Qty −2K Owned 16K Trade date Jun 8, 2026 Filed date Jun 9, 2026
Constantine Thomas M. Other Sell $88.55 −2K −$177K 16K Jun 8, 2026 Jun 9, 2026
Watson Michael James · Other Sell −$138K
Price $83.77 Qty −2K Owned 5K Trade date May 19, 2026 Filed date May 21, 2026
Watson Michael James Other Sell $83.77 −2K −$138K 5K May 19, 2026 May 21, 2026
Argalas James S. · Director Gift (G) -$178K
Price $84.66 Qty -2K Owned 71K Trade date May 12, 2026 Filed date May 14, 2026
Argalas James S. Director Gift (G) $84.66 -2K -$178K 71K May 12, 2026 May 14, 2026
Santi Roque A. · Director Sell −$44K
Price $87.77 Qty −500 Owned 8K Trade date May 8, 2026 Filed date May 12, 2026
Santi Roque A. Director Sell $87.77 −500 −$44K 8K May 8, 2026 May 12, 2026
Watson Michael James · Officer 2 operations 0
Price $82.93 Owned 11K Trade date Mar 20, 2026 Filed date Mar 24, 2026
Watson Michael James Officer 2 operations $82.93 0 11K Mar 20, 2026 Mar 24, 2026
Watson Michael James · Officer Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$41K
Price $82.93 Qty -491 Owned 6K Trade date Mar 20, 2026 Filed date Mar 24, 2026
Watson Michael James Officer Shares transferred outside the market (D), often for tax or as a gift, not a market sale $82.93 -491 -$41K 6K Mar 20, 2026 Mar 24, 2026
Walsh Derrick · CFO 2 operations 0
Price $82.93 Owned 179K Trade date Mar 20, 2026 Filed date Mar 24, 2026
Walsh Derrick CFO 2 operations $82.93 0 179K Mar 20, 2026 Mar 24, 2026
Walsh Derrick · CFO Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$61K
Price $82.93 Qty -733 Owned 40K Trade date Mar 20, 2026 Filed date Mar 24, 2026
Walsh Derrick CFO Shares transferred outside the market (D), often for tax or as a gift, not a market sale $82.93 -733 -$61K 40K Mar 20, 2026 Mar 24, 2026
Tolla John Charles · Officer 4 operations 0
Price $82.93 Owned 22K Trade date Mar 20, 2026 Filed date Mar 24, 2026
Tolla John Charles Officer 4 operations $82.93 0 22K Mar 20, 2026 Mar 24, 2026
Tolla John Charles · Officer 2 operations -$184K
Price $82.93 Qty -2K Owned 29K Trade date Mar 20, 2026 Filed date Mar 24, 2026
Tolla John Charles Officer 2 operations $82.93 -2K -$184K 29K Mar 20, 2026 Mar 24, 2026
Thiele Candace L. · Officer 2 operations 0
Price $82.93 Owned 5K Trade date Mar 20, 2026 Filed date Mar 24, 2026
Thiele Candace L. Officer 2 operations $82.93 0 5K Mar 20, 2026 Mar 24, 2026
Thiele Candace L. · Officer Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$18K
Price $82.93 Qty -217 Owned 1K Trade date Mar 20, 2026 Filed date Mar 24, 2026
Thiele Candace L. Officer Shares transferred outside the market (D), often for tax or as a gift, not a market sale $82.93 -217 -$18K 1K Mar 20, 2026 Mar 24, 2026
15 of 122
15 of 122 Sign in to continue to older insider transactions.

Axos Financial, Inc. (AX) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 8.3M
% of shares outstanding 14.4% Filing date Jan 23, 2024
BlackRock Inc. 8.3M 14.4% Jan 23, 2024
Vanguard Group Inc 5.9M
% of shares outstanding 10.3% Filing date Feb 13, 2024
Vanguard Group Inc 5.9M 10.3% Feb 13, 2024
State Street Corp
% of shares outstanding 6.1% Filing date Jan 24, 2024
State Street Corp 6.1% Jan 24, 2024
Vanguard Portfolio Management LLC 3.1M
% of shares outstanding 5.5% Filing date Apr 28, 2026
Vanguard Portfolio Management LLC 3.1M 5.5% Apr 28, 2026
Vanguard Capital Management LLC 2.9M
% of shares outstanding 5.1% Filing date Apr 29, 2026
Vanguard Capital Management LLC 2.9M 5.1% Apr 29, 2026
Hankey Don 2.8M
% of shares outstanding 4.7% Filing date Sep 25, 2023
Hankey Don 2.8M 4.7% Sep 25, 2023
6 of 6

Axos Financial, Inc. (AX) ownership FAQ

Who owns AX?

349 reporting institutions disclosed AX position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.