Companies: 10,795·Total market cap: $144.5T
Axos Financial, Inc.

Axos Financial, Inc.

AXNYSEFinancial Services● Active
$87.89
+$0.08(+0.09%)
Market Cap$5.0B
P/E Ratio—
52W High$101.92
52W Low$69.19
OwnershipInsider TradesEmployees

Axos Financial, Inc. (AX) Stock Ownership

Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.

SEC 13F · FMP · AX · as of Mar 31, 2025

Ownership Breakdown

Institutions 80.63%
Insiders 4.39%
Public 14.98%

365

Institutional Holders

▼ 17 vs Q4

$2.96B

Total Inst. Value

▼ $343.84M vs Q4

56.88M

Shares Outstanding

freeFloat 95.61%

45.87M

13F Shares Held

▼ 1.42M vs Q4

Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.

Top Institutional Holders

AX largest shareholders · institutional ownership

Q1 2025 · SEC 13F

Showing top 10 holders

HolderShares% OwnedWeightValueReportedChange

BLACKROCK, INC.

savings institution, federally chartered

8.29M14.54%

14.54%

$535.07BMay 2, 2025▲ 3.9K

VANGUARD GROUP INC

savings institution, federally chartered

6.02M10.56%

10.56%

$388.70BMay 9, 2025▼ 105.2K

STATE STREET CORP

savings institution, federally chartered

2.93M5.13%

5.13%

$188.73BMay 15, 2025▼ 402.6K

DIMENSIONAL FUND ADVISORS LP

savings institution, federally chartered

2.45M4.29%

4.29%

$158.03BMay 13, 2025▼ 130.0K

AMERICAN CENTURY COMPANIES INC

savings institution, federally chartered

2.15M3.77%

3.77%

$138.80BMay 13, 2025▲ 276.4K

GEODE CAPITAL MANAGEMENT, LLC

savings institution, federally chartered

1.55M2.71%

2.71%

$99.77BMay 13, 2025▲ 57.7K

DAVIS ASSET MANAGEMENT, L.P.

savings institution, federally chartered

1.46M2.56%

2.56%

$94.02BMay 12, 2025— held

WASATCH ADVISORS LP

savings institution, federally chartered

1.01M1.78%

1.78%

$65.43BMay 15, 2025▼ 43.5K

NORTHERN TRUST CORP

savings institution, federally chartered

730.1K1.28%

1.28%

$47.11BMay 13, 2025▼ 12.7K

GENEVA CAPITAL MANAGEMENT LLC

savings institution, federally chartered

697.2K1.22%

1.22%

$44.99BMay 9, 2025▼ 2.7K

Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).

Institutional Activity

Q1 2025 vs prior quarter

Q1 2025

Net institutional sentimentBullish — more buying than selling

23

Increased

+1.45M shares

2

New Positions

first time holders

24

Decreased

−2.36M shares

0

Sold Out

fully exited

Net shares change (top 50)

912.9K

+1.45M / −2.36M

Net new holders

+1

2 new / 0 exited

Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).

Insider Buying vs Selling

AX insider trading · insider activity

Source: SEC Form 4

↑ Buy 0%Active transactions only100% Sell ↓

Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.

0

Buy transactions

3

Sell transactions

0.00

Buy/Sell ratio

$0M

Total disposed

Recent Insider Transactions

Showing 10 most recent · Common Stock only

Name · RoleDateTypeSharesPriceValueAfter Trans.Filing

Watson Michael James

EVP, Head of Axos Securities

May 19, 2026Sale1,653$83.77$138.5K4.6KForm 4 ↗

Argalas James S

director

May 12, 2026Gift2,100$84.66$177.8K71.2KForm 4 ↗

Santi Roque A

director

May 8, 2026Sale500$87.77$43.9K7.6KForm 4 ↗

Watson Michael James

EVP, Head of Axos Securities

Mar 20, 2026D-Return491$82.93$40.7K6.2KForm 4 ↗

Walsh Derrick

EVP, Chief Financial Officer

Mar 20, 2026D-Return733$82.93$60.8K40.2KForm 4 ↗

Tolla John Charles

EVP, Chief Risk Officer

Mar 20, 2026D-Return1,587$82.93$131.6K29.9KForm 4 ↗

Tolla John Charles

EVP, Chief Risk Officer

Mar 20, 2026D-Return634$82.93$52.6K29.3KForm 4 ↗

THIELE CANDACE L

EVP, Chief Administrative Offi

Mar 20, 2026D-Return217$82.93$18.0K1.0KForm 4 ↗

Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.

About institutional & insider ownership

Axos Financial, Inc. (AX) is primarily owned by institutional investors, who hold approximately 80.6% of total shares outstanding. Company insiders own approximately 4.39%, while retail and public investors account for the remaining 14.98%.

The largest institutional shareholder of Axos Financial, Inc. is BLACKROCK, INC., holding approximately 8.29 million shares — equal to 14.54% of outstanding shares — as of March 31, 2025.

A total of 365 institutional investors currently hold AX stock, with a combined institutional value of approximately $2.96 billion as of the most recent 13F filing period.

Insider tradesSEC filingsShares outstandingFinancialsMarket capStock splits

Frequently asked questions

AX ownership

Axos Financial, Inc. (AX) is primarily owned by institutional investors, who hold approximately 80.6% of shares. The largest shareholder is BLACKROCK, INC. with a 14.54% stake. Company insiders hold 4.39%. Data sourced from SEC Form 13F as of March 31, 2025.

who owns AX stockAX ownership structureSEC Form 13F institutional holdingsAX float vs institutions
Source: FMP · SEC Form 13F · SEC Form 4As of March 31, 2025