$AX

$92.30 +$0.53 (0.58%) Close

$AX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 56.7M shares outstanding

Who owns AX?

By type of holder

Institutions 85.0% Insiders 4.5% Everyone else 10.5%

Concentration Top 10 holders own 53.0%

BlackRock, Inc. 14.8% · Vanguard Portfolio Management LLC 5.5%

Institutional ownership

85.0%

+1.0 pts vs last qtr

Institutional holders

385

+1 vs last qtr

Net shares bought

+555.2K

by institutions in Q2 2026

New / sold out

52 / 51

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +531.6K
Citadel Advisors LLC +307.0K

Biggest sellers in Q2 2026

Wellington Management Group LLP −367.3K
CCG Wealth Management, LLC −152.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$12.2M

14 notices from 11 people

Shares covered

124.2K

0.22% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Gregory Garrabrants Officer $4.29M
Paul Grinberg Officer $3.22M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−11.0%

−1.29% a year

Each share's claim on the business

+12.4%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$373M vs $270M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years80% 3–5 years9% 1–3 years8% Under 1 year3%

Quarterly turnover

6.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	8.4M	14.79%	+68.2K (+0.8%)	≤2021	0.0%
Shares held by quarter Peak holding8.4M (Q2'26) Change over 8 quarters+36.9K Share of the company14.790% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	3.1M	5.53%	+46.0K (+1.5%)	≤2021	0.0%
Shares held by quarter Peak holding3.1M (Q2'26) Change over 8 quarters+3.1M Share of the company5.530% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

8.4M

% of company

14.79%

Change vs last qtr

+68.2K (+0.8%)

Held since

≤2021

Vanguard Portfolio Management LLC

3.1M

% of company

5.53%

Change vs last qtr

+46.0K (+1.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Axos Financial, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AX on Form N-PORT; together they hold 51.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$333M	3.4M	6.03%	0.30%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$167M	1.7M	3.03%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$333M

% of company

6.03%

% of the fund

0.30%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$167M

% of company

3.03%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Axos Financial, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GG Garrabrants Gregory Insider	1.7M	2.97%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.970% Garrabrants Gregory's insider activity →
BE Bar-Adon Eshel Insider	134.4K	0.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.240% Bar-Adon Eshel's insider activity →

Garrabrants Gregory

Insider

1.7M

% of company

2.97%

Change vs last qtr

—

Held since

—

Bar-Adon Eshel

Insider

134.4K

% of company

0.24%

Change vs last qtr

—

Held since

—

21 more holders behind a free account

See every insider and 5%+ holder of Axos Financial, Inc..

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