Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Axos Financial Inc (AX)  
$59.93 0.72 (1.22%) as of 4:30 Wed 5/8


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 293    27
Total shares held : 
49,071,623  
% of shares held : 
82.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
1,808,603  
% of shares held change : 
  3.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$37.44  
Last Quarter's Ending Price : 
$54.60  
Last Quarter's Average Price
$41.73  
Change from last quarter's     
avg. price to the last closing  : 
18.20 (43.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 1,555,580
 3.17%
 
Increased Positions :
79
 5,140,518
 10.48%
 
Unchanged Positions :
49
 2,241,407
 4.57%
 
Decreased Positions :
116
-4,311,390
-8.79%
 
Closed Positions :
22
-576,105
-1.17%
 
Guru Positions :
2
33,134
 0.07%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   STATE STREET CORP 874 - 2023-12-31 3,501,675 $191,191,000 828,582
   DIMENSIONAL FUND ADVISORS INC 582 - 2023-12-31 2,724,331 $148,755,000 134,266
   CITADEL ADVISORS LLC 326 - 2023-12-31 1,369,263 $74,762,000 1,117,413
   GEODE CAPITAL MANAGEMENT LLC 1197 - 2023-12-31 1,146,188 $62,589,000 28,683
   FMR LLC 1306 - 2023-12-31 860,237 $46,969,000 19,631
   GOLDMAN SACHS GROUP INC/ 1069 - 2023-12-31 795,381 $43,428,000 423,930
   MORGAN STANLEY 1919 - 2023-12-31 764,026 $41,716,000 89,584
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1264 - 2023-12-31 613,391 $33,491,000 10,716
   VOLORIDGE INVESTMENT MANAGEMENT LLC 312 - 2023-12-31 377,698 $20,622,000 292,126
   Cubist Systematic Strategies LLC 80 - 2023-12-31 369,759 $20,189,000 231,722
   BRAGG FINANCIAL ADVISORS INC 27 - 2023-12-31 357,188 $19,502,000 3,527
   EMERALD ADVISERS INC/PA 50 - 2023-12-31 356,525 $19,466,000 180,129
   D E SHAW & CO INC 510 - 2023-12-31 346,097 $18,897,000 145,093
   Orchard Capital Managment LLC 1 - 2023-12-31 313,313 $17,107,000 15,677
   BARCLAYS PLC 798 - 2023-12-31 303,612 $16,577,000 196,004
   EMERALD MUTUAL FUND ADVISERS TRUST 47 - 2023-12-31 299,285 $16,341,000 136,981
   STIEVEN CAPITAL ADVISORS LP 9 - 2023-12-31 282,633 $15,432,000 12,500
   INVESCO LTD 1547 - 2023-12-31 277,046 $15,127,000 44,311
   BANK OF AMERICA CORP /DE/ 2071 - 2023-12-31 256,264 $13,992,000 187,335
   LAZARD ASSET MANAGEMENT LLC 373 - 2023-12-31 245,147 $13,384,000 132,574
   WELLINGTON MANAGEMENT CO LLP 1041 - 2023-12-31 214,950 $11,736,000 133,113
   CITIGROUP INC 832 - 2023-12-31 188,709 $10,304,000 139,438
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 151 - 2023-12-31 174,922 $9,551,000 64,939
   RAFFERTY ASSET MANAGEMENT LLC 311 - 2023-12-31 162,804 $8,889,000 102,704
   STATE OF WISCONSIN INVESTMENT BOARD 686 - 2023-12-31 161,172 $8,800,000 11,224
   PRUDENTIAL FINANCIAL INC 733 - 2023-12-31 149,252 $8,149,000 28,671
   SCOUT INVESTMENT ADVISORS INC 153 - 2023-12-31 146,849 $8,018,000 3,848
   ROYAL BANK OF CANADA 1639 - 2023-12-31 136,140 $7,434,000 5,819
   PUBLIC SECTOR PENSION INVESTMENT BOARD 299 - 2023-12-31 106,623 $5,822,000 41,785
   RAYMOND JAMES & ASSOCIATES 1609 - 2024-03-31 88,301 $4,772,000 6,362
   ALGERT COLDIRON INVESTORS LLC 181 - 2023-12-31 79,581 $4,345,000 15,655
   THRIVENT FINANCIAL FOR LUTHERANS 893 - 2023-12-31 73,805 $4,029,000 23,064
   FIRST TRUST ADVISORS LP 1407 - 2023-12-31 70,630 $3,856,000 14,068
   UBS Group AG 2273 - 2023-12-31 66,224 $3,616,000 60,472
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1397 - 2023-12-31 61,978 $3,384,000 18,295
   CREDIT SUISSE/ 1544 - 2023-12-31 61,752 $3,372,000 7,270
   BANK OF MONTREAL /CAN/ 1200 - 2023-12-31 52,962 $2,995,000 1,677
   CCG WEALTH MANAGEMENT LLC 13 - 2024-03-31 54,211 $2,930,000 44,200
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1479 - 2023-12-31 49,555 $2,706,000 2,524
   CONNORS INVESTOR SERVICES INC 73 - 2023-12-31 46,445 $2,536,000 597
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 45,960 $2,484,000 12,560
   DEUTSCHE BANK AG 1526 - 2023-12-31 44,715 $2,441,000 10,324
   ExodusPoint Capital Management LP 488 - 2023-12-31 44,297 $2,419,000 34,258
   VIRGINIA RETIREMENT SYSTEMS ET AL 307 - 2023-09-30 59,800 $2,264,000 9,100
   AQR CAPITAL MANAGEMENT LLC 1382 - 2023-12-31 33,501 $1,829,000 13,236
   PRICE T ROWE ASSOCIATES INC /MD/ 1612 - 2023-12-31 31,242 $1,706,000 878
   GSA CAPITAL PARTNERS LLP 170 - 2024-03-31 31,440 $1,699,000 17,288
   CORNERCAP INVESTMENT COUNSEL INC 113 - 2023-12-31 28,111 $1,535,000 408
   LPL FINANCIAL CORP 2655 - 2023-12-31 27,095 $1,479,000 10,364
   DAVIDSON D A & CO 609 - 2023-12-31 25,264 $1,379,000 861
   NEW YORK STATE COMMON RETIREMENT FUND 1585 - 2023-12-31 24,257 $1,324,000 493
   Semanteon Capital Management LP 19 - 2024-03-31 24,336 $1,315,000 15,673
   GROUP ONE TRADING, L.P. 353 - 2023-12-31 21,295 $1,163,000 5,854
   Wakefield Asset Management LLLP - 2024-03-31 20,810 $1,125,000 94
   WELLS FARGO & CO/MN 2908 - 2023-12-31 19,842 $1,083,000 3,621
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1232 - 2024-03-31 17,700 $957,000 619
   SummerHaven Investment Management LLC 59 - 2024-03-31 17,364 $938,000 179
   Bayesian Capital Management LP 245 - 2023-12-31 17,015 $929,000 17,015
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 15,686 $856,000 537
   JAFFETILCHIN INVESTMENT PARTNERS LLC 191 - 2023-12-31 11,198 $611,000 300
   PROSHARE ADVISORS LLC 971 - 2023-12-31 10,336 $564,000 1,779
   Quantinno Capital Management LP 862 - 2023-12-31 7,779 $425,000 9
   VIRTU FINANCIAL LLC 498 - 2023-12-31 6,967 $380,000 6,967
   AMUNDI 1389 - 2023-12-31 6,855 $371,000 209
   PROFUND ADVISORS LLC 685 - 2023-12-31 6,567 $359,000 6,567
   JAMES INVESTMENT RESEARCH INC 250 - 2024-03-31 6,174 $334,000 3
   Hartland & Co. LLC 377 - 2023-12-31 6,026 $329,000 260
   ARGENT CAPITAL MANAGEMENT LLC - 2024-03-31 5,999 $324,000 567
   PNC FINANCIAL SERVICES GROUP INC 1886 - 2023-12-31 5,318 $290,000 394
   Alpha Cubed Investments LLC 218 - 2024-03-31 5,020 $271,000 5,020
   CWM LLC 1370 - 2024-03-31 4,939 $267,000 835
   RAYMOND JAMES TRUST CO 1159 - 2024-03-31 3,958 $214,000 202
   Crossmark Global Holdings Inc. 1227 - 2023-12-31 3,886 $212,000 3,886
   ARP AMERICAS LLC 650 - 2023-12-31 3,792 $207,000 3,792
   Steward Partners Investment Advisory LLC 1487 - 2023-12-31 2,762 $151,000 280
   HUNTINGTON NATIONAL BANK - 2024-03-31 2,469 $133,000 219
   Covestor Ltd 470 - 2023-12-31 1,903 $104,000 601
   STRS OHIO 1713 - 2023-12-31 1,600 $87,000 1,100
   US BANCORP 2468 - 2023-12-31 1,321 $72,000 960
   State of Wyoming 1207 - 2023-12-31 1,289 $70,000 466
   Quarry LP 314 - 2023-12-31 831 $45,000 163
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 821 $44,000 11
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 412 $22,000 100
   SIGNATUREFD, LLC - 2024-03-31 192 $10,000 32
   West Tower Group LLC 407 - 2023-12-31 113 $6,000 58
   MASSMUTUAL TRUST CO FSB/ADV 1319 - 2024-03-31 80 $4,000 74
   TD Waterhouse Canada Inc. 1476 - 2023-12-31 29 $2,000 19
   Steward Financial Group LLC 1014 - 2023-09-30 54 $2,000 54
   UMB BANK N A/MO 1787 - 2024-03-31 21 $1,000 21

  89 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results