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

Axos Financial, Inc.

AXNYSEFinancial Services● Active
$87.85
+$0.04(+0.05%)
Market Cap$5.0B
P/E Ratio—
52W High$101.92
52W Low$69.25
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 Sep 30, 2025

Ownership Breakdown

Institutions 79.29%
Insiders 4.39%
Public 16.33%

394

Institutional Holders

▲ 15 vs Q2

$3.82B

Total Inst. Value

▲ $407.67M vs Q2

56.88M

Shares Outstanding

freeFloat 95.61%

45.10M

13F Shares Held

▲ 247,448 vs Q2

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

Q3 2025 · SEC 13F

Showing top 10 holders

HolderShares% OwnedWeightValueReportedChange

BLACKROCK, INC.

savings institution, federally chartered

8.15M14.46%

14.46%

$690.18BNov 12, 2025▲ 189.4K

VANGUARD GROUP INC

savings institution, federally chartered

5.93M10.51%

10.51%

$501.86BNov 7, 2025▼ 11.2K

STATE STREET CORP

savings institution, federally chartered

2.68M4.76%

4.76%

$227.09BNov 14, 2025▲ 30.2K

AMERICAN CENTURY COMPANIES INC

savings institution, federally chartered

2.41M4.28%

4.28%

$204.30BNov 12, 2025▲ 35.4K

DIMENSIONAL FUND ADVISORS LP

savings institution, federally chartered

2.17M3.85%

3.85%

$183.85BNov 12, 2025▼ 155.8K

GEODE CAPITAL MANAGEMENT, LLC

savings institution, federally chartered

1.71M3.04%

3.04%

$146.52BNov 12, 2025▲ 191.6K

DAVIS ASSET MANAGEMENT, L.P.

savings institution, federally chartered

1.46M2.58%

2.58%

$123.35BNov 14, 2025— held

FMR LLC

savings institution, federally chartered

1.39M2.47%

2.47%

$117.80BNov 13, 2025▲ 1.21M

WASATCH ADVISORS LP

savings institution, federally chartered

905.5K1.61%

1.61%

$76.65BNov 14, 2025▼ 3.6K

GENEVA CAPITAL MANAGEMENT LLC

savings institution, federally chartered

738.3K1.31%

1.31%

$62.50BNov 13, 2025▼ 1.0K

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

Institutional Activity

Q3 2025 vs prior quarter

Q3 2025

Net institutional sentimentBearish — more selling than buying

23

Increased

+2.44M shares

0

New Positions

first time holders

26

Decreased

−998.5K shares

0

Sold Out

fully exited

Net shares change (top 50)

+1.44M

+2.44M / −998.5K

Net new holders

-3

0 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 79.3% of total shares outstanding. Company insiders own approximately 4.39%, while retail and public investors account for the remaining 16.33%.

The largest institutional shareholder of Axos Financial, Inc. is BLACKROCK, INC., holding approximately 8.15 million shares — equal to 14.46% of outstanding shares — as of September 30, 2025.

A total of 394 institutional investors currently hold AX stock, with a combined institutional value of approximately $3.82 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 79.3% of shares. The largest shareholder is BLACKROCK, INC. with a 14.46% stake. Company insiders hold 4.39%. Data sourced from SEC Form 13F as of September 30, 2025.

who owns AX stockAX ownership structureSEC Form 13F institutional holdingsAX float vs institutions
Source: FMP · SEC Form 13F · SEC Form 4As of September 30, 2025