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Of the 8 tracked institutions holding AX, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +4.7pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 8 tracked institutional investors we monitor, AX (AXOS FINANCIAL INC) is held with a combined value of $1.77B across 20,676,619 shares. The largest holder is BlackRock, Inc. with a position worth $708.06M (0.01% of their portfolio). 6 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$1.77B
Total Shares Held
20,676,619
Institutional Holders
8
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $708.06M | 0.01% | -0.1% |
| 2 | VANGUARD GROUP INC | $508.12M | 0.01% | -0.5% |
| 3 | STATE STREET CORP | $239.67M | 0.01% | +4.5% |
| 4 | FMR LLC | $207.42M | 0.01% | +30.3% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $71.29M | 0.01% | +58.6% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $19.97M | 0.01% | +0.9% |
| 7 | CITADEL ADVISORS LLC | $5.85M | 0.00% | +398.5% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.29M | 0.00% | +20.7% |
| Member | Type | Date |
|---|---|---|
| Patrick J Toomey | Sell | Jan 28, 2019 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of AX with a position worth $708.06M, representing 0.01% of their portfolio. In total, 8 institutional investors hold AX with a combined value of $1.77B.
Institutional investors hold $1.77B worth of AX stock across 8 positions. The largest institutional holder is BlackRock, Inc. with $708.06M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For AX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their AX positions.
Last Close
$95.88
2026-07-27
YTD
+9.7%
80% of 52-week range
