Axos Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BST:BB4 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Sep 25	Sell€115,858	Thomas Constantine	Individual	1,476	€78.49
03 Sep 25	Sell€54,028	Candace Thiele	Individual	700	€77.18
03 Sep 25	Sell€385,645	Nicholas Mosich	Individual	5,000	€77.50
04 Aug 25	Sell€1,030,402	Andrew Micheletti	Individual	13,960	€73.81
14 May 25	Sell€111,593	Thomas Constantine	Individual	1,717	€64.99
05 May 25	Sell€1,803,091	Paul Grinberg	Individual	30,000	€60.10
04 Mar 25	Buy€184,416	Sara Wardell-Smith	Individual	3,000	€61.47
26 Nov 24	Sell€116,177	David Park	Individual	1,427	€81.41
20 Nov 24	Sell€218,423	Nicholas Mosich	Individual	2,862	€76.32

Insider Trading Volume

Insider Buying: BB4 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of BB4?
Owner Type	Number of Shares	Ownership Percentage
State or Government	30,733	0.0543%
Individual Insiders	2,683,974	4.74%
General Public	8,190,151	14.5%
Institutions	45,739,144	80.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 62.21% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.4%	BlackRock, Inc.	8,153,348	€560.2m	2.38%	0.01%
10.5%	The Vanguard Group, Inc.	5,928,680	€407.3m	-0.19%	0.01%
4.68%	State Street Global Advisors, Inc.	2,652,478	€182.2m	-9.32%	0.01%
4.26%	American Century Investment Management Inc	2,413,512	€165.8m	1.49%	0.08%
3.83%	Dimensional Fund Advisors LP	2,171,772	€149.2m	-6.69%	0.02%
3.23%	Gregory Garrabrants	1,829,426	€125.7m	11.9%	no data
3.02%	Geode Capital Management, LLC	1,713,270	€117.7m	12.6%	0.01%
2.57%	Davis Capital Partners, LLC	1,457,219	€100.1m	0%	4.48%
1.6%	Wasatch Advisors LP	909,055	€62.5m	-10.4%	0.25%
1.54%	Emerald Advisers, LLC	870,174	€59.8m	-5.17%	1.36%
1.31%	Columbia Management Investment Advisers, LLC	740,652	€50.9m	8.62%	0.01%
1.31%	Nationwide Fund Advisors	739,374	€50.8m	0%	0.29%
1.2%	Northern Trust Global Investments	679,663	€46.7m	-6.91%	0.01%
1.18%	Charles Schwab Investment Management, Inc.	669,322	€46.0m	3.84%	0.01%
0.85%	Citadel Advisors LLC	483,001	€33.2m	-19.7%	0.03%
0.77%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	438,439	€30.1m	-14.3%	0.01%
0.71%	Shaker Investments, L.L.C.	399,717	€27.5m	-2.6%	12.94%
0.7%	Millennium Management LLC	396,654	€27.3m	152%	0.02%
0.69%	BNY Asset Management	389,671	€26.8m	2.25%	0.01%
0.67%	Jarislowsky, Fraser Limited	382,183	€26.3m	-1.16%	0.15%
0.67%	Boston Partners Global Investors, Inc.	381,931	€26.2m	0%	0.02%
0.67%	Wellington Management Group LLP	377,066	€25.9m	0%	no data
0.64%	Loomis Sayles & Company, L.P.	364,970	€25.1m	-15.1%	0.03%
0.63%	Bragg Financial Advisors, Inc.	354,072	€24.3m	0.03%	0.97%
0.61%	Eaton Vance Management	343,215	€23.6m	0%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/14 19:32
End of Day Share Price	2025/11/14 00:00
Earnings	2025/09/30
Annual Earnings	2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Axos Financial, Inc. is covered by 16 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Moss	B. Riley Securities, Inc.
Bradley Berning	Craig-Hallum Capital Group LLC
null null	D.A. Davidson & Co.