Who owns AXON (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 134 added or opened and 515 trimmed or exited — on balance reducing.
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, VANGUARD GROUP 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 1048 tracked filers holding AXON, 552 increased or opened the position and 576 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 56
- VANGUARD CAPITAL MANAGEMENT LLC$2.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B
- VANGUARD FIDUCIARY TRUST CO$192M
- 1832 Asset Management L.P.$128M
- Styrax Capital, LP$85M
- Vanguard Global Advisers, LLC$73M
Full exits 76
- VANGUARD GROUP INC$5.3B
- Winslow Capital Management, LLC$314M
- CIBC Private Wealth Group LLC$74M
- AGF MANAGEMENT LTD$68M
- Munro Partners$55M
- Artisan Partners Limited Partnership$54M
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$158M
- WELLINGTON MANAGEMENT GROUP LLP$152M
- BAILLIE GIFFORD & CO$112M
- UBS Group AG$79M
- BROWN ADVISORY INC$48M
- MILLENNIUM MANAGEMENT LLC$41M
Largest trims
- BlackRock, Inc.$1.8B
- STATE STREET CORP$453M
- FMR LLC$450M
- GEODE CAPITAL MANAGEMENT, LLC$311M
- SANDS CAPITAL MANAGEMENT, LLC$250M
- FRANKLIN RESOURCES INC$196M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 6,771,049 | $2.9B | 9.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,043,125 | $2.1B | 6.8% | 2026-Q1 |
| STATE STREET CORP added | 3,681,962 | $1.6B | 5.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,604,673 | $1.5B | 4.8% | 2026-Q1 |
| BAILLIE GIFFORD & CO added | 2,459,727 | $1.0B | 3.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 2,418,116 | $1.0B | 3.3% | 2026-Q1 |
| FMR LLC trimmed | 2,382,439 | $1.0B | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,256,286 | $955M | 3.0% | 2026-Q1 |
| EDGEWOOD MANAGEMENT LLC added | 2,028,423 | $861M | 2.7% | 2026-Q1 |
| Invesco Ltd. added | 1,687,391 | $717M | 2.3% | 2026-Q1 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 1,564,504 | $664M | 2.1% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 1,064,134 | $452M | 1.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,047,473 | $445M | 1.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,014,829 | $433M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 980,936 | $417M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 736,824 | $388M | 1.2% | 2026-Q1 |
| UBS Group AG added | 897,169 | $381M | 1.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 826,680 | $351M | 1.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 788,636 | $335M | 1.1% | 2026-Q1 |
| Capital World Investors trimmed | 781,518 | $332M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 764,804 | $325M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 708,831 | $301M | 1.0% | 2026-Q1 |
| BROADWOOD CAPITAL INC | 693,504 | $295M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 659,109 | $280M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 633,617 | $269M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 639,542 | $265M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 585,748 | $249M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 561,268 | $238M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 471,657 | $200M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 452,430 | $192M | 0.6% | 2026-Q1 |
| Amundi trimmed | 436,435 | $185M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 425,516 | $181M | 0.6% | 2026-Q1 |
| Strategy Capital LLC added | 397,898 | $169M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 401,154 | $168M | 0.5% | 2026-Q1 |
| Clearbridge Investments, LLC added | 372,326 | $158M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 368,651 | $157M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 311,847 | $132M | 0.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 305,134 | $129M | 0.4% | 2026-Q1 |
| 1832 Asset Management L.P. added | 300,350 | $128M | 0.4% | 2026-Q1 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC trimmed | 288,211 | $122M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 252,717 | $107M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 244,702 | $104M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 239,754 | $102M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC added | 231,839 | $98M | 0.3% | 2026-Q1 |
| Hyperion Asset Management Ltd added | 220,956 | $94M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 220,020 | $93M | 0.3% | 2026-Q1 |
| COATUE MANAGEMENT LLC | 155,387 | $88M | 0.3% | 2026-Q1 |
| TimesSquare Capital Management, LLC added | 205,881 | $87M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 205,147 | $87M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 200,642 | $85M | 0.3% | 2026-Q1 |
| Styrax Capital, LP new | 200,000 | $85M | 0.3% | 2026-Q1 |
| Champlain Investment Partners, LLC added | 191,280 | $81M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 188,728 | $80M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 184,412 | $78M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 177,369 | $75M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 172,374 | $73M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 168,230 | $71M | 0.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 161,740 | $69M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 159,535 | $68M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 158,370 | $67M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 153,746 | $65M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 153,101 | $65M | 0.2% | 2026-Q1 |
| Altimeter Capital Management, LP new | 148,986 | $63M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 146,995 | $62M | 0.2% | 2026-Q1 |
| Resona Asset Management Co.,Ltd. added | 136,615 | $58M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 135,940 | $58M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 135,508 | $58M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 134,595 | $57M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 124,563 | $53M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC added | 123,843 | $53M | 0.2% | 2026-Q1 |
| BAMCO INC /NY/ added | 117,942 | $50M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 115,567 | $49M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 114,856 | $49M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 113,405 | $48M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 108,605 | $46M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 107,298 | $46M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 79,934 | $45M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 105,721 | $45M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 104,995 | $44M | 0.1% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 105,830 | $44M | 0.1% | 2026-Q1 |
| Stephens Investment Management Group LLC added | 103,486 | $44M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 102,701 | $44M | 0.1% | 2026-Q1 |
| Atreides Management, LP trimmed | 102,095 | $43M | 0.1% | 2026-Q1 |
| Hood River Capital Management LLC added | 101,762 | $43M | 0.1% | 2026-Q1 |
| National Pension Service added | 99,836 | $42M | 0.1% | 2026-Q1 |
| Swedbank AB trimmed | 99,584 | $42M | 0.1% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC added | 96,728 | $41M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 9,331,840 | $5.3B | 16.8% | 2025-Q4 stale |
| Winslow Capital Management, LLC added | 547,802 | $314M | 1.0% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 208,842 | $150M | 0.5% | 2025-Q3 stale |
| AXA S.A. trimmed | 167,210 | $138M | 0.4% | 2025-Q2 stale |
| Zurich Insurance Group Ltd/FI trimmed | 137,473 | $99M | 0.3% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC trimmed | 130,999 | $74M | 0.2% | 2025-Q4 stale |
| AGF MANAGEMENT LTD trimmed | 119,896 | $68M | 0.2% | 2025-Q4 stale |
| Analog Century Management LP trimmed | 69,459 | $58M | 0.2% | 2025-Q2 stale |
| Munro Partners trimmed | 97,662 | $55M | 0.2% | 2025-Q4 stale |
| Artisan Partners Limited Partnership trimmed | 95,671 | $54M | 0.2% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 73,418 | $53M | 0.2% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 53,482 | $44M | 0.1% | 2025-Q2 stale |
| Capital International Investors trimmed | 58,669 | $42M | 0.1% | 2025-Q3 stale |
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.