Axos Financial, Inc. — Institutional Ownership
Which tracked institutions hold AX, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
34
Funds holding
$1687590407
Total value held
Buying
25 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $817051165 | 8389477 | +68179 | +0.82% |
| 2 | State Street Corp | $294492702 | 3023908 | +207211 | +7.36% |
| 3 | Franklin Resources Inc | $69581456 | 714462 | -40532 | -5.37% |
| 4 | Northern Trust Corp | $69183032 | 710371 | +25659 | +3.75% |
| 5 | Ameriprise Financial Inc | $63732154 | 654362 | +654362 | NEW BUY |
| 6 | Invesco Ltd. | $60149037 | 617610 | +617610 | NEW BUY |
| 7 | Morgan Stanley | $57569676 | 591123 | +47496 | +8.74% |
| 8 | Goldman Sachs Group Inc | $44154192 | 453375 | +99686 | +28.18% |
| 9 | Ubs Group Ag | $38155454 | 391780 | +391780 | NEW BUY |
| 10 | Bank Of New York Mellon Corp | $36816035 | 378027 | +9360 | +2.54% |
| 11 | Principal Financial Group Inc | $35321016 | 362676 | +8725 | +2.47% |
| 12 | Jpmorgan Chase & Co | $23158590 | 237791 | -25062 | -9.53% |
| 13 | Raymond James Financial Inc | $17034388 | 174909 | +31344 | +21.83% |
| 14 | Bank Of America Corp /De/ | $16436803 | 168773 | -52883 | -23.86% |
| 15 | Prudential Financial Inc | $7869891 | 80808 | -41190 | -33.76% |
| 16 | Citigroup Inc | $6590381 | 67670 | +3144 | +4.87% |
| 17 | Wells Fargo & Company/Mn | $5645036 | 57963 | +22808 | +64.88% |
| 18 | Royal Bank Of Canada | $4974000 | 51068 | -47149 | -48.00% |
| 19 | Sei Investments Co | $2549604 | 26178 | +185 | +0.71% |
| 20 | Barclays Plc | $2437477 | 25028 | -6456 | -20.51% |
| 21 | Bank Of Montreal /Can/ | $2203157 | 22622 | -263 | -1.15% |
| 22 | Federated Hermes, Inc. | $2162058 | 22200 | +22200 | NEW BUY |
| 23 | Janus Henderson Group Plc | $2036040 | 23907 | +23907 | NEW BUY |
| 24 | Allstate Corp | $1639171 | 16831 | +16831 | NEW BUY |
| 25 | Truist Financial Corp | $1402221 | 14398 | +902 | +6.68% |
| 26 | Us Bancorp \De\ | $1339989 | 13759 | -2430 | -15.01% |
| 27 | Fifth Third Bancorp | $1312013 | 13471 | -355 | -2.57% |
| 28 | Hancock Whitney Corp | $1116090 | 11460 | +252 | +2.25% |
| 29 | Stifel Financial Corp | $695949 | 7146 | +7146 | NEW BUY |
| 30 | Pnc Financial Services Group, Inc. | $565251 | 5804 | +73 | +1.27% |
| 31 | Jefferies Financial Group Inc. | $212992 | 2187 | +2187 | NEW BUY |
| 32 | Cullen/Frost Bankers, Inc. | $2143 | 22 | +22 | NEW BUY |
| 33 | Amalgamated Financial Corp. | $1147 | 24735 | +24735 | NEW BUY |
| 34 | Zions Bancorporation, National Association /Ut/ | $97 | 1 | +1 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.