Axos Financial, Inc. (AX) Ownership
AX ownership summary
as of October 17, 2026- Institutions
- 88.2% of shares outstanding
- Insiders
- 4.36% of shares outstanding
- Shares outstanding
- 56.9M
- Float
- 54.2M shares available to trade
- Short interest
- 8.02% 3.2M shares short
- Days to cover
- 8.27 short interest up 5.7% vs prior month
- Institutions 88.24%
- Insiders 4.36%
- Other investors 7.40%
AX top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 14.76% | 8.4M | $739.4M | +68,179 (+0.8%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 5.52% | 3.1M | $276.5M | +46,026 (+1.5%) | June 30, 2026 |
| 3 | State Street Corp | 5.32% | 3.0M | $266.5M | +207,211 (+7.4%) | June 30, 2026 |
| 4 | FMR Inc | 5.22% | 3.0M | $261.7M | +531,572 (+21.8%) | June 30, 2026 |
| 5 | American Century Companies Inc | 4.76% | 2.7M | $238.5M | +195,246 (+7.8%) | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 4.34% | 2.5M | $217.4M | +12,670 (+0.5%) | June 30, 2026 |
| 7 | Dimensional Fund Advisors, Inc. | 3.86% | 2.2M | $193.7M | +20,132 (+0.9%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 3.46% | 2.0M | $173.4M | +8,711 (+0.4%) | June 30, 2026 |
| 9 | Davis Asset Management, L.P. | 2.70% | 1.5M | $135.3M | — | June 30, 2026 |
| 10 | Charles Schwab Investment Management Inc | 1.32% | 752K | $66.3M | +19,853 (+2.7%) | June 30, 2026 |
| 11 | Franklin Templeton Inc | 1.26% | 714K | $63.0M | −40,532 (−5.4%) | June 30, 2026 |
| 12 | Northern Trust Corp | 1.25% | 710K | $62.6M | +25,659 (+3.7%) | June 30, 2026 |
| 13 | Ameriprise Financial Inc | 1.15% | 654K | $57.7M | −54,127 (−7.6%) | June 30, 2026 |
| 14 | Amvescap Plc. | 1.09% | 618K | $54.4M | +71,304 (+13.1%) | June 30, 2026 |
| 15 | Morgan Stanley - Brokerage Accounts | 1.04% | 591K | $52.1M | +47,496 (+8.7%) | June 30, 2026 |
| 16 | Emerald Advisers, LLC | 0.94% | 536K | $47.3M | +39,930 (+8.0%) | June 30, 2026 |
| 17 | Wasatch Advisors LP | 0.91% | 516K | $45.4M | −100,805 (−16.4%) | June 30, 2026 |
| 18 | Geneva Capital Management | 0.84% | 477K | $42.0M | −131,072 (−21.6%) | June 30, 2026 |
| 19 | Wellington Management Company LLP | 0.83% | 471K | $41.5M | −367,267 (−43.8%) | June 30, 2026 |
| 20 | The Goldman Sachs Group Inc | 0.80% | 453K | $40.0M | +99,686 (+28.2%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 1.4M shares and 5 cut 694K.
AX top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.97% | 3.4M | $299.4M | — | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.03% | 1.7M | $151.8M | −2,597 (−0.2%) | August 31, 2026 |
| 3 | Avantis US Small Cap Value ETF | 2.95% | 1.7M | $147.9M | +2,472 (+0.1%) | September 30, 2026 |
| 4 | iShares Russell 2000 ETF | 2.39% | 1.4M | $119.9M | — | September 30, 2026 |
| 5 | Vanguard Small Cap Index | 2.19% | 1.2M | $109.7M | +1,854 (+0.1%) | August 31, 2026 |
| 6 | Strategic Advisers Fidelity US TtlStk | 2.05% | 1.2M | $102.8M | +20,568 (+1.8%) | August 31, 2026 |
| 7 | Vanguard MStar Small Cap Value Index | 1.39% | 790K | $69.6M | +608 (+0.1%) | August 31, 2026 |
| 8 | Fidelity Small Cap Index | 1.06% | 605K | $53.4M | +5,025 (+0.8%) | July 31, 2026 |
| 9 | iShares S&P Small-Cap 600 Growth ETF | 0.93% | 526K | $46.4M | — | September 30, 2026 |
| 10 | State Street SPDR Port S&P 600 Sm CpETF | 0.91% | 516K | $45.5M | — | September 30, 2026 |
| 11 | State Street® SPDR® S&PRgnllBkgETF | 0.82% | 467K | $41.1M | +13,920 (+3.1%) | September 30, 2026 |
| 12 | Fidelity Small Cap Value Fund | 0.80% | 456K | $40.1M | +25,500 (+5.9%) | July 31, 2026 |
| 13 | DFA US Targeted Value I | 0.73% | 416K | $36.7M | — | August 31, 2026 |
| 14 | iShares Russell 2000 Value ETF | 0.73% | 413K | $36.4M | — | September 30, 2026 |
| 15 | Landseer Glb Artfcll Intlgc I USD UnHAcc | 0.72% | 409K | $36.0M | — | July 31, 2026 |
| 16 | Fidelity Stock Selector Small Cap | 0.66% | 373K | $32.9M | +15,300 (+4.3%) | July 31, 2026 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 0.65% | 369K | $32.6M | — | August 31, 2026 |
| 18 | Columbia Small Cap Growth Inst | 0.63% | 358K | $31.5M | +65,596 (+22.5%) | August 31, 2026 |
| 19 | FPA Queens Road Small Cap Value Inv | 0.61% | 345K | $30.4M | +21,703 (+6.7%) | June 30, 2026 |
| 20 | Dimensional US Targeted Value ETF | 0.59% | 338K | $29.8M | +94 (+0.0%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
AX insider transactions
latest 8| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-06 | Derrick Walsh | Sell | $101.21 | 4,846 | $490,464 |
| 2026-02-06 | James John Court | Sell | $101.01 | 11,163 | $1.1M |
| 2026-02-04 | Gregory Garrabrants | Sell | $99.10 | 43,294 | $4.3M |
| 2025-12-08 | Tamara N Bohlig | Sell | $86.23 | 2,145 | $184,963 |
| 2025-12-05 | Edward James Ratinoff | Sell | $84.59 | 2,145 | $181,446 |
| 2025-09-03 | Candace L Thiele | Sell | $90.14 | 700 | $63,098 |
| 2025-08-04 | Andrew J Micheletti | Sell | $85.38 | 13,960 | $1.2M |
| 2025-05-05 | Paul Grinberg | Sell | $68.09 | 30,000 | $2.0M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
AX shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns AX
Institutional investors own 88.2% of Axos Financial's shares and insiders 4.36%. The largest holder is BlackRock Inc with 14.76% of the shares (8.4M), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 5 reduced their stake in the latest filings. Short interest is 8.02% of the float, or 8.27 days of average trading volume. The share count fell 4.6% since 2014.
Related: AX analyst forecast, AX key metrics. See the AX stock overview for the latest quote and news.
AX ownership FAQ
Who owns the most Axos Financial stock?
The largest shareholders of Axos Financial are BlackRock Inc (14.76%), Vanguard Portfolio Management, LLC (5.52%), State Street Corp (5.32%), FMR Inc (5.22%), American Century Companies Inc (4.76%).
What percentage of Axos Financial is owned by institutions?
Institutions hold 88.2% of Axos Financial's shares outstanding; insiders hold 4.36%.
Which funds own Axos Financial?
The largest fund holders of Axos Financial are iShares Core S&P Small-Cap ETF (5.97%), Vanguard MStar Total Stk Mkt Idx Invest (3.03%), Avantis US Small Cap Value ETF (2.95%), iShares Russell 2000 ETF (2.39%), Vanguard Small Cap Index (2.19%).
What is Axos Financial's short interest?
3.2M shares of Axos Financial were sold short, 8.02% of the float; at the average daily volume it would take 8.27 days to cover.
Are insiders buying or selling Axos Financial?
Of the latest 8 reported insider transactions in Axos Financial (since May 5, 2025), 0 were purchases and 8 were sales.
How many shares of Axos Financial are outstanding?
Axos Financial has 56.9M shares outstanding, of which 54.2M are in the public float.