Who owns Axon Enterprise (AXON)
Which tracked institutional funds hold AXON, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AXON company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AXON is one-sided between 2026-Q1 and 2026-Q2: 512 added or opened and 165 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AXON’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes AXON more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AXON divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1059 tracked filers holding AXON, 640 increased or opened the position and 502 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AXON between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 72
- Winslow Capital Management, LLC$283M
- CONGRESS ASSET MANAGEMENT CO$78M
- DigitalBridge Group, Inc.$63M
- AMI ASSET MANAGEMENT CORP$58M
- GILDER GAGNON HOWE & CO LLC$51M
- Quadrature Capital Ltd$33M
Full exits 115
- Capital World Investors$332M
- Amundi$185M
- BESSEMER GROUP INC$98M
- COATUE MANAGEMENT LLC$88M
- Altimeter Capital Management, LP$63M
- Atreides Management, LP$43M
Largest adds
- BlackRock, Inc.$1.8B
- Invesco Ltd.$1.1B
- VANGUARD CAPITAL MANAGEMENT LLC$734M
- PRICE T ROWE ASSOCIATES INC /MD/$714M
- FMR LLC$684M
- BAILLIE GIFFORD & CO$671M
Largest trims
- JENNISON ASSOCIATES LLC$304M
- EDGEWOOD MANAGEMENT LLC$231M
- 1832 Asset Management L.P.$100M
- CITADEL ADVISORS LLC$59M
- FRANKLIN RESOURCES INC$51M
- Champlain Investment Partners, LLC$45M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 8,334,551 | $4.7B | 13.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,130,199 | $2.9B | 8.0% | 2026-Q2 |
| STATE STREET CORP added | 3,885,570 | $2.2B | 6.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,684,814 | $2.1B | 5.7% | 2026-Q2 |
| Invesco Ltd. added | 3,229,060 | $1.8B | 5.0% | 2026-Q2 |
| BAILLIE GIFFORD & CO added | 3,059,487 | $1.7B | 4.8% | 2026-Q2 |
| FMR LLC added | 3,024,957 | $1.7B | 4.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,312,765 | $1.3B | 3.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,103,142 | $1.2B | 3.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,871,812 | $1.0B | 2.9% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 1,491,490 | $836M | 2.3% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 1,480,817 | $830M | 2.3% | 2026-Q2 |
| EDGEWOOD MANAGEMENT LLC trimmed | 1,124,675 | $631M | 1.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,089,164 | $611M | 1.7% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,019,560 | $574M | 1.6% | 2026-Q2 |
| NORGES BANK added | 931,827 | $522M | 1.5% | 2026-Q2 |
| UBS Group AG added | 927,111 | $520M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 825,444 | $463M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 774,281 | $434M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 730,899 | $410M | 1.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 701,731 | $393M | 1.1% | 2026-Q2 |
| BROADWOOD CAPITAL INC | 693,504 | $389M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 647,298 | $363M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 631,247 | $354M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 586,940 | $329M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 586,714 | $300M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 511,379 | $287M | 0.8% | 2026-Q2 |
| Winslow Capital Management, LLC trimmed | 504,819 | $283M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 459,263 | $257M | 0.7% | 2026-Q2 |
| Clearbridge Investments, LLC added | 445,112 | $250M | 0.7% | 2026-Q2 |
| Legal & General Group Plc added | 436,433 | $245M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 407,432 | $228M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 393,304 | $220M | 0.6% | 2026-Q2 |
| Strategy Capital LLC trimmed | 386,596 | $217M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 381,944 | $214M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 354,241 | $199M | 0.6% | 2026-Q2 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC added | 302,151 | $169M | 0.5% | 2026-Q2 |
| Artemis Investment Management LLP added | 269,751 | $151M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 267,434 | $150M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 250,963 | $141M | 0.4% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 218,364 | $122M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 216,886 | $122M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 215,460 | $121M | 0.3% | 2026-Q2 |
| Hyperion Asset Management Ltd trimmed | 213,509 | $120M | 0.3% | 2026-Q2 |
| TimesSquare Capital Management, LLC added | 206,573 | $116M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 202,892 | $114M | 0.3% | 2026-Q2 |
| Styrax Capital, LP | 200,000 | $112M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 195,019 | $109M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 180,339 | $101M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 179,502 | $101M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 174,206 | $103M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 173,505 | $97M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 172,566 | $97M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 171,492 | $96M | 0.3% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 169,154 | $95M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 166,628 | $93M | 0.3% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 165,210 | $93M | 0.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 160,757 | $90M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 158,579 | $89M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 157,811 | $88M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 155,613 | $87M | 0.2% | 2026-Q2 |
| BAMCO INC /NY/ added | 153,615 | $86M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 152,157 | $85M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 150,968 | $85M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 145,209 | $80M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 144,614 | $81M | 0.2% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. added | 143,349 | $78M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO new | 138,822 | $78M | 0.2% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ added | 133,820 | $75M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 130,982 | $73M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 123,428 | $69M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 120,294 | $67M | 0.2% | 2026-Q2 |
| National Pension Service added | 118,234 | $66M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 115,556 | $65M | 0.2% | 2026-Q2 |
| NZS Capital, LLC added | 114,386 | $64M | 0.2% | 2026-Q2 |
| DigitalBridge Group, Inc. new | 112,894 | $63M | 0.2% | 2026-Q2 |
| Hood River Capital Management LLC added | 107,147 | $60M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 106,596 | $60M | 0.2% | 2026-Q2 |
| AMI ASSET MANAGEMENT CORP new | 104,067 | $58M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 104,043 | $58M | 0.2% | 2026-Q2 |
| Capital Impact Advisors, LLC added | 100,954 | $57M | 0.2% | 2026-Q2 |
| Granahan Investment Management, LLC added | 96,829 | $54M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 94,634 | $53M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 93,914 | $53M | 0.1% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 93,054 | $52M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 92,034 | $52M | 0.1% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 91,999 | $52M | 0.1% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC added | 90,804 | $51M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 89,719 | $50M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 89,078 | $50M | 0.1% | 2026-Q2 |
| Swedbank AB trimmed | 88,890 | $50M | 0.1% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 87,285 | $49M | 0.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 84,617 | $47M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 84,309 | $47M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 84,224 | $47M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 83,287 | $47M | 0.1% | 2026-Q2 |
| Stony Point Capital LLC added | 82,534 | $46M | 0.1% | 2026-Q2 |
| Capula Management Ltd added | 80,000 | $45M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 76,437 | $43M | 0.1% | 2026-Q2 |
| USS Investment Management Ltd added | 76,122 | $43M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.