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ORIX (IX) Institutional Ownership

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$20.11 +0.05 (+0.25%)
Closing price 03:59 PM Eastern
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$20.09 -0.02 (-0.10%)
As of 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for ORIX (NYSE:IX)

Current
Institutional Ownership
Percentage
1.73%
Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$59.51M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$2.47M
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IX Institutional Buying and Selling by Quarter

ORIX Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Kathmere Capital Management LLC26,855$561K0.0%+437.1%0.002%
5/1/2025Ballentine Partners LLC10,250$214K0.0%+390.4%0.001%
5/1/2025Cromwell Holdings LLC3,050$64K0.0%+400.0%0.000%
4/30/2025Cerity Partners LLC132,802$2.77M0.0%+611.8%0.012%
4/30/2025Parr Mcknight Wealth Management Group LLC67,287$1.41M0.2%+392.5%0.006%
4/30/2025Greenleaf Trust43,750$914K0.0%+400.0%0.004%
4/30/2025Crossmark Global Holdings Inc.134,339$2.81M0.0%+309.5%0.012%
4/29/2025 Financial Counselors Inc.13,087$273K0.0%+260.9%0.001%
4/29/2025 Callan Capital LLC69,576$1.45M0.1%+496.8%0.006%
4/29/2025 Envestnet Asset Management Inc.148,222$3.10M0.0%+446.3%0.013%
4/29/2025 Bank of New York Mellon Corp112,927$2.36M0.0%+433.2%0.010%
4/29/2025 Wayfinding Financial LLC1,642$34K0.0%N/A0.000%
4/29/2025 Checchi Capital Advisers LLC13,605$284K0.0%+457.4%0.001%
4/28/2025 Ativo Capital Management LLC57,653$1.20M1.0%+395.8%0.005%
4/28/2025 Aaron Wealth Advisors LLC22,057$461K0.1%+426.7%0.002%
4/25/2025 Henry James International Management Inc.278,869$5.83M2.0%+400.0%0.024%
4/24/2025 Allspring Global Investments Holdings LLC240,475$5.01M0.0%+482.5%0.021%
4/24/2025 PDS Planning Inc10,849$227K0.0%+467.1%0.001%
4/23/2025 Sequoia Financial Advisors LLC20,505$428K0.0%+352.1%0.002%
4/23/2025 Bessemer Group Inc.2,283$48K0.0%+3,582.3%0.000%
4/17/2025 QRG Capital Management Inc.247,085$5.16M0.1%+352.5%0.022%
4/17/2025 Ritholtz Wealth Management83,424$1.74M0.1%+372.9%0.007%
4/16/2025 Elevation Point Wealth Partners LLC23,025$481K0.0%+426.3%0.002%
4/15/2025 Net Worth Advisory Group11,522$241K0.1%+373.8%0.001%
4/15/2025 Fifth Third Bancorp36,580$764K0.0%+379.0%0.003%
4/15/2025 GAMMA Investing LLC5,708$119K0.0%+343.2%0.001%
4/14/2025 Yousif Capital Management LLC11,300$236K0.0%+202.9%0.001%
4/14/2025 Bruce G. Allen Investments LLC1,270$27K0.0%+388.5%0.000%
4/14/2025 Farther Finance Advisors LLC1,563$33K0.0%+234.7%0.000%
4/11/2025 First Affirmative Financial Network14,712$307K0.2%+360.0%0.001%
4/10/2025 Gilman Hill Asset Management LLC195,964$4.09M0.7%+435.6%0.017%
4/10/2025 Naples Global Advisors LLC91,601$1.93M0.2%+411.2%0.008%
4/8/2025 Rhumbline Advisers43,196$902K0.0%+305.7%0.004%
4/8/2025 BTC Capital Management Inc.97,618$2.04M0.2%+486.6%0.009%
4/8/2025 Parallel Advisors LLC9,235$193K0.0%+400.0%0.001%
4/7/2025 Summit Global Investments16,423$343K0.0%+63.5%0.001%
4/7/2025 GAMMA Investing LLC119,240$2.49M0.0%+9,157.8%0.010%
4/3/2025 Versant Capital Management Inc15,799$330K0.1%+9,139.2%0.001%
4/3/2025 Boston Common Asset Management LLC283,088$5.91M0.2%+528.1%0.025%
2/19/2025Parr Mcknight Wealth Management Group LLC13,663$1.45M0.2%N/A0.006%
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2/18/2025Vise Technologies Inc.5,668$602K0.1%N/A0.002%
2/17/2025Two Sigma Investments LP2,567$273K0.0%N/A0.001%
2/17/2025Quantinno Capital Management LP45,376$4.82M0.0%+28.9%0.019%
2/17/2025Millennium Management LLC6,535$694K0.0%N/A0.003%
2/17/2025Laird Norton Wetherby Wealth Management LLC8,235$875K0.0%-9.5%0.003%
2/17/2025Ethic Inc.2,038$216K0.0%-53.4%0.001%
2/17/2025D. E. Shaw & Co. Inc.9,183$976K0.0%+316.5%0.004%
2/17/2025Eagle Global Advisors LLC80,704$8.57M0.4%+3.2%0.033%
2/17/2025Citadel Advisors LLC6,612$702K0.0%+59.4%0.003%
2/17/2025Bank of America Corp DE424,770$45.12M0.0%+1.3%0.175%
2/17/2025BNP Paribas Financial Markets3,437$365K0.0%+18.5%0.001%
2/17/2025Ameriprise Financial Inc.3,615$385K0.0%-8.2%0.001%
2/14/2025Mercer Global Advisors Inc. ADV35,163$3.74M0.0%-10.8%0.014%
2/14/2025Lido Advisors LLC2,380$253K0.0%N/A0.001%
2/14/2025Northern Trust Corp213,971$22.73M0.0%+62.8%0.088%
2/14/2025Aquatic Capital Management LLC1,410$150K0.0%+1,310.0%0.001%
2/14/2025Teachers Retirement System of The State of Kentucky211,780$22.50M0.2%+7.2%0.087%
2/14/2025First Trust Advisors LP17,386$1.85M0.0%N/A0.007%
2/13/2025Marshall Wace LLP2,132$226K0.0%N/A0.001%
2/13/2025Mariner LLC13,536$1.44M0.0%-20.5%0.006%
2/13/2025Savvy Advisors Inc.2,692$286K0.0%N/A0.001%
2/13/2025Townsquare Capital LLC3,734$397K0.0%+23.8%0.002%
2/13/2025Neuberger Berman Group LLC3,316$352K0.0%-6.7%0.001%
2/13/2025Raymond James Financial Inc.2,941$312K0.0%N/A0.001%
2/13/2025Cerity Partners LLC18,657$2.05M0.0%-8.4%0.008%
2/13/2025 Envestnet Asset Management Inc.27,132$2.88M0.0%+5.8%0.011%
2/13/2025Wells Fargo & Company MN158,296$16.82M0.0%-10.0%0.065%
2/12/2025National Bank of Canada FI5,000$531K0.0%N/A0.002%
2/12/2025Franklin Resources Inc.3,141$334K0.0%+10.6%0.001%
2/12/2025O Shaughnessy Asset Management LLC49,471$5.26M0.0%-6.8%0.020%
2/12/2025Arrowstreet Capital Limited Partnership34,240$3.64M0.0%-23.0%0.014%
2/12/2025Orion Portfolio Solutions LLC11,353$1.21M0.0%+38.7%0.005%
2/12/2025JPMorgan Chase & Co.10,233$1.09M0.0%+39.2%0.004%
2/12/2025Wambolt & Associates LLC20,742$2.20M0.7%-3.8%0.009%
2/11/2025LPL Financial LLC2,648$281K0.0%+48.7%0.001%
2/11/2025Sei Investments Co.22,715$2.41M0.0%+1.6%0.009%
2/11/2025American Century Companies Inc.85,114$9.04M0.0%+1.3%0.035%
2/11/2025 Summit Global Investments10,046$1.07M0.1%N/A0.004%
2/11/2025Whittier Trust Co. of Nevada Inc.3,036$323K0.0%+111.1%0.001%
2/11/2025Whittier Trust Co.13,655$1.45M0.0%+50.1%0.006%
2/10/2025 PDS Planning Inc1,913$203K0.0%-14.2%0.001%
2/10/2025Signaturefd LLC3,627$385K0.0%-10.9%0.001%
2/10/2025Corient Private Wealth LLC4,484$476K0.0%-31.8%0.002%
2/10/2025Gitterman Wealth Management LLC1,927$205K0.1%+9.2%0.001%
2/10/2025 Envestnet Portfolio Solutions Inc.2,024$215K0.0%N/A0.001%
2/10/2025Natixis Advisors LLC39,824$4.23M0.0%+0.7%0.016%
2/7/2025 Sequoia Financial Advisors LLC4,536$482K0.0%+6.4%0.002%
2/7/2025HighTower Advisors LLC9,770$1.04M0.0%+40.6%0.004%
2/7/2025Dorsey & Whitney Trust CO LLC2,225$236K0.0%+9.7%0.001%
2/7/2025PNC Financial Services Group Inc.6,908$734K0.0%+3.2%0.003%
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2/7/2025Callan Family Office LLC8,287$880K0.1%N/A0.004%
2/6/2025Raymond James Financial Inc.2,941$312K0.0%N/A0.001%
2/6/2025Assetmark Inc.5,914$628K0.0%-68.5%0.003%
2/6/2025Charles Schwab Investment Management Inc.27,859$2.96M0.0%+6.3%0.012%
2/5/2025Smartleaf Asset Management LLC1,274$136K0.0%+282.6%0.001%
2/5/2025US Bancorp DE7,776$826K0.0%+28.9%0.003%
2/5/2025 Henry James International Management Inc.55,773$5.93M2.1%+2.2%0.024%
2/5/2025 QRG Capital Management Inc.54,607$5.80M0.1%+2.2%0.024%
2/4/2025Todd Asset Management LLC346,220$36.78M0.9%+0.6%0.149%
2/4/2025 Bank of New York Mellon Corp21,181$2.25M0.0%+2.3%0.009%
(Data available from 1/1/2016 forward)

IX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IX shares?

During the previous two years, 139 institutional investors and hedge funds held shares of ORIX. The most heavily invested institutionals were FMR LLC ($75.16M), Bank of America Corp DE ($45.12M), Todd Asset Management LLC ($36.78M), Northern Trust Corp ($22.73M), Teachers Retirement System of The State of Kentucky ($22.50M), Wells Fargo & Company MN ($16.82M), and American Century Companies Inc. ($9.04M).Learn more on IX's institutional investors.

What percentage of ORIX stock is owned by institutional investors?

1.73% of ORIX stock is owned by institutional investors. Learn more on IX's institutional investor holdings.

Which institutional investors have been buying ORIX stock?

Of the 128 institutional investors that purchased ORIX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: QRG Capital Management Inc. ($247.09K), Allspring Global Investments Holdings LLC ($240.60K), Boston Common Asset Management LLC ($239.36K), Henry James International Management Inc. ($228.14K), Gilman Hill Asset Management LLC ($167.42K), Cerity Partners LLC ($124.78K), and GAMMA Investing LLC ($123.91K).

How much institutional buying is happening at ORIX?

Institutional investors have bought a total of 3,204,569 shares in the last 24 months. This purchase volume represents approximately $66.73M in transactions.

Which ORIX major shareholders have been selling company stock?

Of the 53 institutional investors that sold ORIX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($250.58K), O Shaughnessy Asset Management LLC ($24.47K), Boston Common Asset Management LLC ($20.45K), Wells Fargo & Company MN ($17.62K), US Bancorp DE ($17.20K), Assetmark Inc. ($15.06K), and Arrowstreet Capital Limited Partnership ($10.20K).

How much institutional selling is happening at ORIX?

Institutional investors have sold a total of 428,590 shares in the last 24 months. This volume of shares sold represents approximately $8.19M in transactions.


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This page (NYSE:IX) was last updated on 5/1/2025 by MarketBeat.com Staff
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