Axos Financial, Inc. — Institutional Ownership
Which tracked institutions hold AX, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
26
Funds holding
$1361654026
Total value held
Buying
17 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $708059247 | 8321298 | -9004 | -0.11% |
| 2 | State Street Corp | $239672748 | 2816697 | +120374 | +4.46% |
| 3 | Franklin Resources Inc | $64242440 | 754994 | +299833 | +65.87% |
| 4 | Ameriprise Financial Inc | $60285494 | 708489 | -45109 | -5.99% |
| 5 | Northern Trust Corp | $58262146 | 684712 | +19679 | +2.96% |
| 6 | Morgan Stanley | $46257345 | 543627 | -20263 | -3.59% |
| 7 | Bank Of New York Mellon Corp | $31369856 | 368667 | -9138 | -2.42% |
| 8 | Principal Financial Group Inc | $30117691 | 353951 | +16627 | +4.93% |
| 9 | Goldman Sachs Group Inc | $30095397 | 353689 | -17397 | -4.69% |
| 10 | Bank Of America Corp /De/ | $18860710 | 221656 | +90086 | +68.47% |
| 11 | Invesco Ltd. | $17313765 | 200949 | -41232 | -17.03% |
| 12 | Raymond James Financial Inc | $12215938 | 143565 | +8469 | +6.27% |
| 13 | Prudential Financial Inc | $10380810 | 121998 | +11620 | +10.53% |
| 14 | Royal Bank Of Canada | $8357000 | 98217 | — | NEW BUY |
| 15 | Wells Fargo & Company/Mn | $6457536 | 74948 | +22740 | +43.56% |
| 16 | Citigroup Inc | $5559560 | 64526 | -9716 | -13.09% |
| 17 | Barclays Plc | $2678975 | 31484 | — | NEW BUY |
| 18 | Sei Investments Co | $2212050 | 25993 | — | NEW BUY |
| 19 | Janus Henderson Group Plc | $2036040 | 23907 | — | NEW BUY |
| 20 | Bank Of Montreal /Can/ | $1947284 | 22885 | — | NEW BUY |
| 21 | Us Bancorp \De\ | $1377522 | 16189 | +1709 | +11.80% |
| 22 | Fifth Third Bancorp | $1176401 | 13826 | +13388 | +3056.62% |
| 23 | Truist Financial Corp | $1148374 | 13496 | +1498 | +12.49% |
| 24 | Hancock Whitney Corp | $1080900 | 11208 | -471 | -4.03% |
| 25 | Pnc Financial Services Group, Inc. | $487650 | 5731 | -33 | -0.57% |
| 26 | Amalgamated Financial Corp. | $1147 | 24735 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.