Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AXTI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.6M | $206.3M | +152.9% | 8.240% | 0.02% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $129.8M | β | 5.185% | 0.00% |
| 3 | CITADEL ADVISORS LLC | 1.6M | $88.9M | +58.6% | 3.552% | 0.04% |
| 4 | Assenagon Asset Management S.A. | 1.5M | $85.8M | +161.9% | 3.426% | 0.14% |
| 5 | MORGAN STANLEY | 1.4M | $82.3M | +62.1% | 3.285% | 0.00% |
| 6 | WT Asset Management Ltd | 1.3M | $76.8M | β | 3.066% | 1.61% |
| 7 | Anther Capital Ltd | 1.3M | $74.5M | β | 2.975% | 1.95% |
| 8 | E Fund Management Co., Ltd. | 1.3M | $71.9M | β | 2.873% | 2.14% |
| 9 | BlackRock, Inc. | 1.1M | $63.8M | +33.8% | 2.548% | 0.00% |
| 10 | UBS Group AG | 1.1M | $62.5M | +999.5% | 2.496% | 0.01% |
| 11 | CITIGROUP INC | 953K | $54.3M | +10331.4% | 2.168% | 0.02% |
| 12 | Point72 Asset Management, L.P. | 949K | $54.1M | -37.4% | 2.160% | 0.08% |
| 13 | GOLDMAN SACHS GROUP INC | 933K | $53.2M | +246.5% | 2.124% | 0.01% |
| 14 | D. E. Shaw & Co., Inc. | 911K | $51.9M | +105.3% | 2.074% | 0.05% |
| 15 | BANK OF AMERICA CORP /DE/ | 776K | $44.2M | +112.0% | 1.767% | 0.00% |
| 16 | MILLENNIUM MANAGEMENT LLC | 739K | $42.1M | +259.7% | 1.682% | 0.03% |
| 17 | Ariose Capital Management Ltd | 686K | $39.1M | β | 1.560% | 26.23% |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 588K | $33.5M | +19.4% | 1.337% | 0.00% |
| 19 | Hood River Capital Management LLC | 527K | $30.0M | -73.8% | 1.199% | 0.30% |
| 20 | Anatole Investment Management Ltd | 463K | $26.4M | β | 1.054% | 3.68% |
| 21 | IMC-Chicago, LLC | 456K | $26.0M | β | 1.038% | 0.39% |
| 22 | DRIEHAUS CAPITAL MANAGEMENT LLC | 385K | $21.9M | β | 0.875% | 0.16% |
| 23 | BNP PARIBAS ARBITRAGE, SA | 377K | $21.5M | +96.6% | 0.858% | 0.01% |
| 24 | STATE STREET CORP | 338K | $19.3M | +35.6% | 0.769% | 0.00% |
| 25 | CloudAlpha Capital Management Limited/Hong Kong | 334K | $19.1M | -75.9% | 0.761% | 1.27% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AXTI β a direct measure of their conviction.
Filings activity in AXTI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 185 | +68% | 43.17% | +33.03 pp | $1.84B | +326% |
| Q4 2025 | 110 | +72% | 10.14% | +8.92 pp | $433M | +733% |
| Q3 2025 | 64 | +3.2% | 1.22% | +0.70 pp | $52M | +132% |
| Q2 2025 | 62 | 11% | 0.52% | +0.17 pp | $22M | +50% |
| Q1 2025 | 70 | 14% | 0.35% | 0.49 pp | $15M | 58% |
| Q4 2024 | 81 | 1.2% | 0.84% | 0.22 pp | $36M | 21% |
| Q3 2024 | 82 | 11% | 1.06% | 0.61 pp | $45M | 37% |
| Q2 2024 | 92 | β | 1.67% | β | $71M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AXTI stock.
Based on Q1 2026 13F filings, institutional ownership of AXT, Inc. stands at 43.2%, held across 185 reporting institutions.
SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest reported institutional holder of AXTI, with approximately 3,621,015 shares worth $0.21B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of AXTI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, Point72 Asset Management, L.P., MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for AXTI is 83 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
105 institutions opened new positions in AXTI during Q1 2026, while 30 fully exited. 65 added to existing positions and 15 trimmed.
AXTI institutional ownership rose by 33.03 percentage points quarter-over-quarter, with a net change of +75 holders.
The top 10 institutions account for 51.1% of all reported 13F value in AXTI, and the top 25 account for 80.2%.
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.
AXT, Inc. (AXTI) Institutional Ownership