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Orix Corp Ads (IX) Institutional Ownership

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$25.08 +0.37 (+1.50%)
Closing price 03:59 PM Eastern
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$25.05 -0.03 (-0.12%)
As of 04:10 PM Eastern
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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)
144
Total
Institutional Inflows
(last 12 months)
$189.24M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$7.42M
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Skip Chart & View Institutional Buying and Selling Data

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
10/15/2025CWM LLC93,913$2.45M0.0%+121.9%0.008%
10/15/2025Optas LLC11,324$296K0.1%+8.0%0.001%
10/15/2025Net Worth Advisory Group10,747$281K0.1%-5.8%0.001%
10/10/2025 Lester Murray Antman dba SimplyRich46,281$1.21M0.3%+1.4%0.004%
10/3/2025 Aaron Wealth Advisors LLC21,383$559K0.0%-17.7%0.002%
10/2/2025 GAMMA Investing LLC6,274$164K0.0%+19.7%0.001%
9/26/2025Corient Private Wealth LLC31,567$711K0.0%+50.9%0.003%
8/27/2025Orion Porfolio Solutions LLC56,265$1.27M0.0%+31.9%0.005%
8/16/2025Parr Mcknight Wealth Management Group LLC67,964$1.53M0.2%+1.0%0.006%
8/16/2025Evergreen Capital Management LLC10,933$246K0.0%N/A0.001%
8/15/2025Corient Private Wealth LLC31,566$711K0.0%+50.9%0.003%
8/15/2025Smartleaf Asset Management LLC6,744$150K0.0%-8.5%0.001%
8/15/2025Orion Porfolio Solutions LLC21,409$482K0.0%-49.8%0.002%
8/15/2025Henry James International Management Inc.242,969$5.47M1.8%-12.9%0.021%
8/15/2025Curi Capital LLC61,772$1.39M0.0%+17.0%0.005%
8/15/2025BNP Paribas Financial Markets16,041$361K0.0%-44.1%0.001%
8/15/2025Bank of America Corp DE2,353,948$53.01M0.0%+4.4%0.207%
8/15/2025Ameriprise Financial Inc.30,710$692K0.0%+56.8%0.003%
8/14/2025Raymond James Financial Inc.17,157$386K0.0%+2.7%0.002%
8/14/2025Quantinno Capital Management LP481,327$10.84M0.0%+88.2%0.042%
8/14/2025Sei Investments Co.126,198$2.84M0.0%+4.7%0.011%
8/14/2025Qube Research & Technologies Ltd28,002$631K0.0%+16.0%0.002%
8/14/2025Cerity Partners LLC134,984$3.04M0.0%+1.6%0.012%
8/13/2025Marshall Wace LLP31,623$712K0.0%N/A0.003%
8/13/2025First Trust Advisors LP68,357$1.54M0.0%-4.2%0.006%
8/13/2025EverSource Wealth Advisors LLC6,364$143K0.0%+611.9%0.001%
8/13/2025Arrowstreet Capital Limited Partnership236,604$5.33M0.0%+13.9%0.021%
8/13/2025Lido Advisors LLC12,884$290K0.0%-15.2%0.001%
8/13/2025Elevation Point Wealth Partners LLC32,473$731K0.1%+41.0%0.003%
8/13/2025Quadrant Capital Group LLC73,134$1.65M0.1%+32.5%0.006%
8/13/2025Wambolt & Associates LLC97,031$2.21M0.7%-8.8%0.009%
8/13/2025Choreo LLC17,359$391K0.0%+7.9%0.002%
8/12/2025Advisors Asset Management Inc.44,196$995K0.0%+12.0%0.004%
8/12/2025Summit Global Investments19,157$431K0.0%+16.6%0.002%
8/12/2025Soundwatch Capital LLC1,125$25K0.0%N/A0.000%
8/12/2025American Century Companies Inc.543,509$12.24M0.0%+16.3%0.048%
8/12/2025AlphaCore Capital LLC1,195$27K0.0%N/A0.000%
8/12/2025JPMorgan Chase & Co.150,478$3.39M0.0%+64.3%0.013%
8/11/2025Pinnacle Wealth Planning Services Inc.9,243$208K0.0%N/A0.001%
8/8/2025Creative Planning26,837$604K0.0%+11.7%0.002%
8/8/2025PNC Financial Services Group Inc.38,571$869K0.0%+12.3%0.003%
8/7/2025Vise Technologies Inc.39,597$892K0.0%N/A0.003%
8/7/2025Addison Advisors LLC1,537$35K0.0%+480.0%0.000%
8/7/2025Midwest Trust Co13,384$301K0.0%N/A0.001%
8/7/2025Campbell & CO Investment Adviser LLC89,988$2.03M0.1%+26.7%0.008%
8/6/2025Vestmark Advisory Solutions Inc.23,837$537K0.0%N/A0.002%
8/6/2025Savant Capital LLC16,735$377K0.0%+61.4%0.001%
8/5/2025NewSquare Capital LLC2,659$60K0.0%+628.5%0.000%
8/4/2025Simon Quick Advisors LLC14,997$338K0.0%N/A0.001%
8/4/2025Savvy Advisors Inc.17,844$402K0.0%+18.3%0.002%
8/4/2025Assetmark Inc.28,145$634K0.0%-4.4%0.002%
8/4/2025Hantz Financial Services Inc.2,484$56K0.0%+1,105.8%0.000%
8/1/2025Y Intercept Hong Kong Ltd21,735$489K0.0%N/A0.002%
8/1/2025Envestnet Asset Management Inc.144,045$3.24M0.0%-2.8%0.013%
7/31/2025R Squared Ltd10,204$230K0.1%N/A0.001%
7/30/2025RNC Capital Management LLC14,420$325K0.0%+12.9%0.001%
7/30/2025Ethic Inc.11,783$261K0.0%+8.9%0.001%
7/30/2025Whittier Trust Co.55,908$1.26M0.0%-26.7%0.005%
7/28/2025Ritholtz Wealth Management77,119$1.74M0.0%-7.6%0.007%
7/28/2025Naviter Wealth LLC14,699$331K0.0%N/A0.001%
7/28/2025Ativo Capital Management LLC55,853$1.26M1.1%-3.1%0.005%
7/25/2025Sequoia Financial Advisors LLC19,448$438K0.0%-5.2%0.002%
7/25/2025 Yousif 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%
7/24/2025Callan Family Office LLC66,285$1.49M0.0%+129.5%0.006%
7/24/2025US Bancorp DE54,052$1.22M0.0%+22.6%0.005%
7/23/2025Optas LLC10,484$236K0.0%N/A0.001%
7/23/2025Venturi Wealth Management LLC9,656$217K0.0%N/A0.001%
7/22/2025Boston Common Asset Management LLC269,617$6.07M0.2%-4.8%0.024%
7/22/2025Checchi Capital Advisers LLC12,082$272K0.0%-11.2%0.001%
7/21/2025QRG Capital Management Inc.250,177$5.63M0.0%+1.3%0.022%
7/21/2025Ascent Group LLC11,749$265K0.0%-6.8%0.001%
7/18/2025Naples Global Advisors LLC92,365$2.08M0.2%+0.8%0.008%
7/17/2025Greenleaf Trust37,035$834K0.0%-15.3%0.003%
7/16/2025Signaturefd LLC16,750$377K0.0%-7.7%0.001%
7/16/2025Eagle Global Advisors LLC313,165$7.05M0.3%-21.2%0.027%
7/16/2025Kathmere Capital Management LLC20,807$469K0.0%-22.5%0.002%
7/14/2025 GAMMA Investing LLC5,243$118K0.0%-8.1%0.000%
7/14/2025Park Avenue Securities LLC17,677$398K0.0%N/A0.002%
7/11/2025BTC Capital Management Inc.101,497$2.29M0.2%+4.0%0.009%
7/9/2025Sivia Capital Partners LLC10,970$247K0.1%N/A0.001%
7/9/2025Gilman 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%
5/16/2025Ascent 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%
(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, 168 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 ($53.01M), 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. ($12.24M).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 163 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 ($1.38M), Northern Trust Corp ($938.65K), Teachers Retirement System of The State of Kentucky ($913.66K), American Century Companies Inc. ($468.10K), Eagle Global Advisors LLC ($321.30K), QRG Capital Management Inc. ($250.18K), and Quantinno Capital Management LP ($241.62K).

How much institutional buying is happening at Orix Corp Ads?

Institutional investors have bought a total of 8,940,448 shares in the last 24 months. This purchase volume represents approximately $189.24M in transactions.

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

Of the 46 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), Henry James International Management Inc. ($41.93K), Orion Porfolio Solutions LLC ($21.25K), Whittier Trust Co. ($20.40K), Wells Fargo & Company MN ($17.62K), Boston Common Asset Management LLC ($16.92K), and Assetmark Inc. ($14.12K).

How much institutional selling is happening at Orix Corp Ads?

Institutional investors have sold a total of 332,618 shares in the last 24 months. This volume of shares sold represents approximately $7.42M in transactions.



This page (NYSE:IX) was last updated on 10/15/2025 by MarketBeat.com Staff
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