AXOS FINANCIAL INC (AX) is held by 170 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling AX?

In Q1 2026, 95 institutions opened or increased positions in AXOS FINANCIAL INC while 78 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AX?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for AXOS FINANCIAL INC.

How many hedge funds hold AX?

170 institutional investors report holding AXOS FINANCIAL INC (AX) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into AX?

As of Q1 2026, tracked institutions in AXOS FINANCIAL INC show 95 buyers versus 78 sellers — net inflows.

AXOS FINANCIAL INC

AX·05465C100·US·Common Stock·Financial Services - Banks - Regional-13D/G

170

Holders

Avg rating(35 Elite)

$3.4B

Total Value

55% (184)

Fund Consensus

95 buying - 78 selling

Smart Money Verdict

View all

Held by 170 funds

35 elite

Who's Trading

InsiderWJWatson Michael JamesSell $138KMay 19, 2026

InsiderSASanti Roque ASell $44KMay 8, 2026

ActivistVAVanguard Capital Management5.1%Apr 29, 2026

ActivistVPVanguard Portfolio Management5.5%Apr 28, 2026

Activist

The Vanguard Group0.0%Mar 26, 2026

InsiderNMNick MosichSell $125KFeb 17, 2026

InsiderBNBohlig Tamara NSell $185KDec 8, 2025

InsiderRJRatinoff Edward JamesSell $181KDec 5, 2025

InsiderCMConstantine Thomas MSell $136KSep 10, 2025

InsiderNMNick MosichSell $56KSep 3, 2025

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	8.3M(-0.1%)	$708.1M	0.0%	+36.06%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	3.1M	$263M	0.0%	+8.26%	43
STATE STREET CORP	Increased	2.8M(+4.5%)	$239.7M	0.0%	+68.94%	32
AMERICAN CENTURY COMPANIES INC	Increased	2.5M(+1.4%)	$213.6M	0.1%	+77.91%	37
VAVANGUARD CAPITAL MANAGEMENT LLC	New	2.5M	$208.8M	0.0%	+8.26%	42
FMR LLC	Increased	2.4M(+30.3%)	$207.4M	0.0%	+13.11%	39
DIMENSIONAL FUND ADVISORS LP	Increased	2.2M(+0.3%)	$185.2M	0.0%	+156.86%	30
GEODE CAPITAL MANAGEMENT, LLC	Increased	2M(+10.3%)	$168.5M	0.0%	+97.49%	34
WELLINGTON MANAGEMENT GROUP LLP	Increased	837,853(+58.6%)	$71.3M	0.0%	+34.07%	42
FRANKLIN RESOURCES INC	Increased	754,994(+65.9%)	$64.2M	0.0%	+19.24%	43
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	732,081(+1.5%)	$62.3M	0.0%	+151.45%	30
AMERIPRISE FINANCIAL INC	Decreased	708,489(-6.0%)	$60.3M	0.0%	+112.33%	0
NORTHERN TRUST CORP	Increased	684,712(+3.0%)	$58.3M	0.0%	+202.15%	30
WASATCH ADVISORS LP	Decreased	616,381(-0.2%)	$52.4M	0.3%	+117.80%	0
Invesco Ltd.	Increased	546,306(+171.9%)	$46.5M	0.0%	+28.59%	47
MORGAN STANLEY	Decreased	543,627(-3.6%)	$46.3M	0.0%	+56.80%	0
Allspring Global Investments Holdings, LLC	Increased	432,739(+38.2%)	$37.2M	0.1%	+26.88%	38
Boston Partners	Increased	413,152(+18.3%)	$35.2M	0.0%	+33.63%	34
1A1832 Asset Management L.P.	Increased	379,784(+1.2%)	$32.3M	0.0%	+12.22%	29
Bank of New York Mellon Corp	Decreased	368,667(-2.4%)	$31.4M	0.0%	+149.32%	0