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Orix Corp Ads (IX) Institutional Ownership

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$23.08 -0.11 (-0.45%)
Closing price 03:59 PM Eastern
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$23.08 +0.00 (+0.02%)
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Institutional Ownership Changes (13F Filings) for Orix Corp Ads (NYSE:IX)

Current
Institutional Ownership
Percentage
1.73%
Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$170.39M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$4.97M
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IX Institutional Buying and Selling by Quarter

Orix Corp Ads Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Sequoia Financial Advisors LLC19,448$438K0.0%-5.2%0.002%
7/25/2025Yousif Capital Management LLC12,225$275K0.0%+8.2%0.001%
7/25/2025Allspring Global Investments Holdings LLC234,358$5.33M0.0%-2.5%0.021%
7/25/2025CWM LLC42,318$953K0.0%+970.5%0.004%
7/25/2025Vanguard Personalized Indexing Management LLC181,457$4.09M0.0%+16.5%0.016%
7/24/2025 Lester Murray Antman dba SimplyRich45,636$1.03M0.3%+45.1%0.004%
7/24/2025 Callan Family Office LLC66,285$1.49M0.0%+129.5%0.006%
7/24/2025 US Bancorp DE54,052$1.22M0.0%+22.6%0.005%
7/23/2025 Optas LLC10,484$236K0.0%N/A0.001%
7/23/2025 Venturi Wealth Management LLC9,656$217K0.0%N/A0.001%
7/22/2025 Boston Common Asset Management LLC269,617$6.07M0.2%-4.8%0.024%
7/22/2025 Checchi Capital Advisers LLC12,082$272K0.0%-11.2%0.001%
7/21/2025 QRG Capital Management Inc.250,177$5.63M0.0%+1.3%0.022%
7/21/2025 Ascent Group LLC11,749$265K0.0%-6.8%0.001%
7/18/2025 Naples Global Advisors LLC92,365$2.08M0.2%+0.8%0.008%
7/17/2025 Greenleaf Trust37,035$834K0.0%-15.3%0.003%
7/16/2025 Signaturefd LLC16,750$377K0.0%-7.7%0.001%
7/16/2025 Eagle Global Advisors LLC313,165$7.05M0.3%-21.2%0.027%
7/16/2025 Kathmere Capital Management LLC20,807$469K0.0%-22.5%0.002%
7/14/2025 GAMMA Investing LLC5,243$118K0.0%-8.1%0.000%
7/14/2025 Park Avenue Securities LLC17,677$398K0.0%N/A0.002%
7/11/2025 BTC Capital Management Inc.101,497$2.29M0.2%+4.0%0.009%
7/9/2025 Sivia Capital Partners LLC10,970$247K0.1%N/A0.001%
7/9/2025 Gilman Hill Asset Management LLC196,669$4.43M0.7%+0.4%0.017%
7/9/2025 Aaron Wealth Advisors LLC25,970$585K0.1%+17.7%0.002%
5/29/2025Rhumbline Advisers43,196$902K0.0%+305.7%0.004%
5/21/2025Geneos Wealth Management Inc.2,080$43K0.0%+4,325.5%0.000%
5/16/2025 Ascent Group LLC12,605$263K0.0%N/A0.001%
5/16/2025RNC Capital Management LLC12,770$267K0.0%+400.8%0.001%
5/16/2025Goldman Sachs Group Inc.96,454$2.02M0.0%+568.7%0.008%
5/16/2025Systematic Alpha Investments LLC24,810$518K0.0%+400.0%0.002%
5/16/2025Jones Financial Companies Lllp5,565$116K0.0%+8,083.8%0.000%
5/16/2025Millennium Management LLC203,967$4.26M0.0%+3,021.1%0.018%
5/16/2025Curi RMB Capital LLC52,803$1.10M0.0%N/A0.005%
5/16/2025AQR Capital Management LLC44,547$931K0.0%+433.3%0.004%
5/16/2025Advisors Asset Management Inc.39,447$824K0.0%+414.2%0.003%
5/15/2025Royal Bank of Canada38,081$796K0.0%+336.1%0.003%
5/15/2025Trexquant Investment LP20,393$426K0.0%N/A0.002%
5/14/2025Campbell & CO Investment Adviser LLC71,034$1.48M0.1%+757.9%0.006%
5/14/2025Smartleaf Asset Management LLC7,374$156K0.0%+478.8%0.001%
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5/14/2025Gitterman Wealth Management LLC9,824$205K0.1%+409.8%0.001%
5/14/2025Compound Planning Inc.15,861$331K0.0%+512.9%0.001%
5/14/2025Dorsey & Whitney Trust CO LLC10,588$221K0.0%+375.9%0.001%
5/13/2025Northern Trust Corp1,070,093$22.35M0.0%+400.1%0.094%
5/13/2025Brooklyn Investment Group1,329$28K0.0%+132,800.0%0.000%
5/13/2025American Century Companies Inc.467,365$9.76M0.0%+449.1%0.041%
5/13/2025Neuberger Berman Group LLC14,095$294K0.0%+325.1%0.001%
5/13/2025 Callan Family Office LLC28,885$603K0.0%+248.6%0.003%
5/13/2025HighTower Advisors LLC42,512$888K0.0%+335.1%0.004%
5/12/2025 Eagle Global Advisors LLC397,500$8.30M0.3%+392.5%0.035%
5/12/2025Todd Asset Management LLC1,727,984$36.10M0.8%+399.1%0.152%
5/12/2025Townsquare Capital LLC17,617$368K0.0%+371.8%0.002%
5/12/2025Savvy Advisors Inc.15,080$315K0.0%+460.2%0.001%
5/12/2025National Bank of Canada FI56,000$1.17M0.0%+1,020.0%0.005%
5/12/2025Wambolt & Associates LLC106,352$2.22M0.8%+412.7%0.009%
5/9/2025Charles Schwab Investment Management Inc.145,592$3.04M0.0%+422.6%0.013%
5/9/2025PNC Financial Services Group Inc.34,346$717K0.0%+397.2%0.003%
5/8/2025 US Bancorp DE44,073$921K0.0%+466.8%0.004%
5/8/2025Brentview Investment Management LLC1,760$37K0.0%N/A0.000%
5/8/2025Natixis Advisors LLC175,847$3.67M0.0%+341.6%0.015%
5/7/2025 Knights of Columbus Asset Advisors LLC7,774$162K0.0%+376.9%0.001%
5/6/2025Assetmark Inc.29,430$615K0.0%+397.6%0.003%
5/6/2025Choreo LLC16,084$336K0.0%+447.6%0.001%
5/6/2025Paradigm Asset Management Co. LLC72,500$1.52M0.4%+400.0%0.006%
5/5/2025Teachers Retirement System of The State of Kentucky1,058,900$22.12M0.2%+400.0%0.093%
5/2/2025 Hardy Reed LLC13,425$280K0.0%+400.0%0.001%
5/2/2025Whittier Trust Co. of Nevada Inc.23,243$485K0.0%+665.6%0.002%
5/2/2025Whittier Trust Co.76,311$1.59M0.0%+458.9%0.007%
5/2/2025 Signaturefd LLC18,156$379K0.0%+400.6%0.002%
5/1/2025CWM LLC3,953$83K0.0%+347.2%0.000%
5/1/2025 Kathmere Capital Management LLC26,855$561K0.0%+437.1%0.002%
5/1/2025 Ballentine Partners LLC10,250$214K0.0%+390.4%0.001%
5/1/2025 Cromwell 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%
4/30/2025 Greenleaf Trust43,750$914K0.0%+400.0%0.004%
4/30/2025Crossmark Global Holdings Inc.134,339$2.81M0.0%+309.5%0.012%
4/29/2025Financial Counselors Inc.13,087$273K0.0%+260.9%0.001%
4/29/2025Callan Capital LLC69,576$1.45M0.1%+496.8%0.006%
4/29/2025Envestnet Asset Management Inc.148,222$3.10M0.0%+446.3%0.013%
4/29/2025Bank of New York Mellon Corp112,927$2.36M0.0%+433.2%0.010%
4/29/2025Wayfinding Financial LLC1,642$34K0.0%N/A0.000%
4/29/2025 Checchi Capital Advisers LLC13,605$284K0.0%+457.4%0.001%
4/28/2025Ativo 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%
4/25/2025Henry James International Management Inc.278,869$5.83M2.0%+400.0%0.024%
4/24/2025Allspring 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%
4/23/2025Sequoia Financial Advisors LLC20,505$428K0.0%+352.1%0.002%
4/23/2025Bessemer Group Inc.2,283$48K0.0%+3,582.3%0.000%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
4/17/2025 QRG Capital Management Inc.247,085$5.16M0.1%+352.5%0.022%
4/17/2025Ritholtz Wealth Management83,424$1.74M0.1%+372.9%0.007%
4/16/2025Elevation 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%
4/14/2025Yousif 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%
4/11/2025First Affirmative Financial Network14,712$307K0.2%+360.0%0.001%
(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, 154 institutional investors and hedge funds held shares of Orix Corp Ads. The most heavily invested institutionals were FMR LLC ($75.16M), Bank of America Corp DE ($45.12M), Todd Asset Management LLC ($36.10M), Northern Trust Corp ($22.35M), Teachers Retirement System of The State of Kentucky ($22.12M), Wells Fargo & Company MN ($16.82M), and American Century Companies Inc. ($9.76M).Learn more on Orix Corp Ads' institutional investors.

What percentage of Orix Corp Ads' stock is owned by institutional investors?

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

Which institutional investors have been buying Orix Corp Ads' stock?

Of the 146 institutional investors that purchased Orix Corp Ads' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Todd Asset Management LLC ($1.43M), Northern Trust Corp ($938.65K), Teachers Retirement System of The State of Kentucky ($936.66K), American Century Companies Inc. ($391.95K), Eagle Global Advisors LLC ($321.30K), QRG Capital Management Inc. ($250.18K), and Allspring Global Investments Holdings LLC ($240.60K).

How much institutional buying is happening at Orix Corp Ads?

Institutional investors have bought a total of 8,112,434 shares in the last 24 months. This purchase volume represents approximately $170.39M in transactions.

Which of Orix Corp Ads' major shareholders have been selling company stock?

Of the 45 institutional investors that sold Orix Corp Ads' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Eagle Global Advisors LLC ($84.34K), Boston Common Asset Management LLC ($24.36K), Wells Fargo & Company MN ($17.62K), Assetmark Inc. ($12.83K), Arrowstreet Capital Limited Partnership ($10.20K), Greenleaf Trust ($6.72K), and Kathmere Capital Management LLC ($6.27K).

How much institutional selling is happening at Orix Corp Ads?

Institutional investors have sold a total of 224,745 shares in the last 24 months. This volume of shares sold represents approximately $4.97M in transactions.



This page (NYSE:IX) was last updated on 7/25/2025 by MarketBeat.com Staff
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