Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AXON held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.0M | $3.39B | -3.0% | 9.916% | 0.06% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 5.0M | $2.14B | — | 6.259% | 0.05% |
| 3 | STATE STREET CORP | 3.7M | $1.56B | +3.7% | 4.570% | 0.05% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | $1.53B | — | 4.474% | 0.08% |
| 5 | BAILLIE GIFFORD & CO | 2.5M | $1.04B | +49.8% | 3.053% | 1.07% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 2.4M | $1.03B | +57.0% | 3.001% | 0.19% |
| 7 | FMR LLC | 2.4M | $1.02B | -6.9% | 2.974% | 0.05% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $954.9M | +1.4% | 2.800% | 0.06% |
| 9 | EDGEWOOD MANAGEMENT LLC | 2.0M | $861.5M | +36.1% | 2.518% | 5.56% |
| 10 | SANDS CAPITAL MANAGEMENT, LLC | 1.6M | $664.4M | -2.8% | 1.942% | 2.61% |
| 11 | Invesco Ltd. | 1.2M | $524.2M | -19.3% | 1.532% | 0.08% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1M | $469.2M | +10.3% | 1.371% | 0.05% |
| 13 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.1M | $451.9M | +28.0% | 1.321% | 1.90% |
| 14 | FRANKLIN RESOURCES INC | 1.0M | $444.9M | -7.1% | 1.300% | 0.11% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.0M | $433.3M | +21.1% | 1.260% | 0.15% |
| 16 | MORGAN STANLEY | 981K | $416.6M | +9.3% | 1.218% | 0.03% |
| 17 | UBS Group AG | 931K | $395.2M | +49.8% | 1.155% | 0.06% |
| 18 | JENNISON ASSOCIATES LLC | 827K | $351.1M | -8.2% | 1.026% | 0.24% |
| 19 | Capital World Investors | 782K | $331.9M | -8.6% | 0.970% | 0.05% |
| 20 | NORTHERN TRUST CORP | 765K | $324.8M | +2.9% | 0.949% | 0.04% |
| 21 | Bank of New York Mellon Corp | 709K | $301.0M | -0.9% | 0.880% | 0.06% |
| 22 | BROADWOOD CAPITAL INC | 694K | $294.5M | 0.0% | 0.861% | 20.76% |
| 23 | BANK OF AMERICA CORP /DE/ | 659K | $279.9M | -1.4% | 0.818% | 0.02% |
| 24 | UBS ASSET MANAGEMENT AMERICAS INC | 634K | $269.1M | +8.2% | 0.786% | 0.06% |
| 25 | CITADEL ADVISORS LLC | 608K | $258.3M | -5.8% | 0.755% | 0.12% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AXON — a direct measure of their conviction.
Filings activity in AXON during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,018 | 8.1% | 79.44% | 24.48 pp | $28.27B | 24% |
| Q4 2025 | 1,108 | 2.3% | 103.92% | 21.92 pp | $36.98B | 17% |
| Q3 2025 | 1,134 | 1.4% | 125.84% | 17.00 pp | $44.79B | 12% |
| Q2 2025 | 1,150 | +15% | 142.84% | +56.50 pp | $50.84B | +65% |
| Q1 2025 | 1,004 | 0.1% | 86.34% | 11.91 pp | $30.73B | 12% |
| Q4 2024 | 1,005 | +23% | 98.25% | +33.39 pp | $34.97B | +51% |
| Q3 2024 | 820 | +13% | 64.86% | +6.62 pp | $23.09B | +11% |
| Q2 2024 | 728 | — | 58.24% | — | $20.73B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AXON stock.
Based on Q1 2026 13F filings, institutional ownership of Axon Enterprise, Inc. stands at 79.4%, held across 1,018 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AXON, with approximately 7,989,186 shares worth $3.39B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of AXON, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for AXON is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
147 institutions opened new positions in AXON during Q1 2026, while 237 fully exited. 152 added to existing positions and 715 trimmed.
AXON institutional ownership fell by 24.48 percentage points quarter-over-quarter, with a net change of -90 holders.
The top 10 institutions account for 50.2% of all reported 13F value in AXON, and the top 25 account for 69.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Axon Enterprise, Inc. (AXON) Institutional Ownership