Free Trial

ORIX (IX) Institutional Ownership

→ Better than Bitcoin? The Biotech Stock with 46,751% Potential (From Behind the Markets) (Ad)
Free IX Stock Alerts
$102.36
-0.13 (-0.13%)
(As of 04/26/2024 ET)
Compare
Stock AnalysisChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for ORIX (NYSE:IX)

Current
Institutional Ownership
Percentage
1.73%
Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$36.38M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$28.71M
Get IX Insider Trade Alerts

Want to know when executives and insiders are buying or selling ORIX stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IX Institutional Buying and Selling by Quarter

ORIX Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Aaron Wealth Advisors LLC3,480$383K0.1%+40.6%0.001%
4/23/2024 Fifth Third Bancorp9,274$1.02M0.0%-9.9%0.004%
4/19/2024 First Trust Direct Indexing L.P.18,441$2.03M0.2%-5.0%0.008%
4/18/2024 Allspring Global Investments Holdings LLC842$93K0.0%+135.9%0.000%
4/16/2024Kathmere Capital Management LLC4,244$468K0.1%+3.1%0.002%
4/15/2024 DGS Capital Management LLC6,181$681K0.2%+8.9%0.003%
4/12/2024 Gilman Hill Asset Management LLC32,090$3.54M0.6%+7.1%0.014%
4/11/2024 BTC Capital Management Inc.14,876$1.64M0.1%N/A0.006%
4/5/2024 GAMMA Investing LLC840$93K0.0%+27.7%0.000%
2/26/2024Teachers Retirement System of The State of Kentucky145,240$13.56M0.1%-2.7%0.063%
2/14/2024Strategic Global Advisors LLC5,737$536K0.1%-18.6%0.002%
2/13/2024Crossmark Global Holdings Inc.20,985$1.96M0.0%+6.2%0.009%
2/13/2024Tower Research Capital LLC TRC 410$38K0.0%+94.3%0.000%
2/13/2024Lake Street Advisors Group LLC2,922$273K0.0%N/A0.001%
2/12/2024Paradigm Asset Management Co. LLC15,900$1.49M0.4%-2.5%0.007%
2/9/2024Eagle Global Advisors LLC78,289$7.31M0.4%-0.2%0.034%
2/9/2024Orion Portfolio Solutions LLC8,448$820K0.0%-1.3%0.004%
2/9/2024US Bancorp DE6,530$610K0.0%+2.2%0.003%
2/9/2024Assetmark Inc.17,332$1.62M0.0%+2.2%0.007%
2/9/2024Wells Fargo & Company MN326,790$30.52M0.0%+0.6%0.141%
2/8/2024Vanguard Personalized Indexing Management LLC12,502$1.17M0.0%+25.3%0.005%
2/7/2024Checchi Capital Advisers LLC2,451$229K0.0%+9.8%0.001%
2/7/2024QRG Capital Management Inc.49,455$4.62M0.1%+0.7%0.021%
2/7/2024Johnson Investment Counsel Inc.2,959$276K0.0%+20.3%0.001%
2/6/2024Todd Asset Management LLC279,896$26.14M0.6%-2.1%0.121%
2/6/2024Natixis Advisors L.P.34,272$3.20M0.0%+10.3%0.015%
2/6/2024 First Trust Direct Indexing L.P.19,421$1.81M0.2%+14.2%0.008%
2/1/2024 GAMMA Investing LLC658$63K0.0%N/A0.000%
1/31/2024Greenleaf Trust8,750$817K0.0%-14.3%0.004%
1/31/2024Knights of Columbus Asset Advisors LLC1,970$184K0.0%N/A0.001%
1/30/2024 DGS Capital Management LLC5,678$530K0.2%-2.0%0.002%
1/29/2024AlphaQ Advisors LLC4,034$377K0.3%+17.6%0.002%
1/26/2024Cerity Partners LLC12,071$1.13M0.0%+14.8%0.005%
1/26/2024Aaron Wealth Advisors LLC2,475$231K0.0%+5.5%0.001%
1/26/2024Sequoia Financial Advisors LLC4,295$401K0.0%+6.2%0.002%
1/25/2024 International Assets Investment Management LLC29,138$2.72M0.0%N/A0.012%
1/24/2024 International Assets Investment Management LLC29,138$2.72M0.0%N/A0.012%
1/24/2024XY Capital Ltd6,687$624K0.4%N/A0.003%
1/19/2024 Fifth Third Bancorp10,290$961K0.0%-2.8%0.004%
1/18/2024Blue Trust Inc.613$57K0.0%+107.8%0.000%
Better than Bitcoin? The Biotech Stock with 46,751% Potential (Ad)

4x Better than Bitcoin Bitcoin would have to go from $68,000 to $314,000 to match the 463% gains we saw with Immunogen in December.

Get the name of the stock here >>>
1/11/2024Whittier Trust Co.6,487$606K0.0%+15.6%0.003%
1/11/2024Naples Global Advisors LLC18,088$1.69M0.2%+1.9%0.008%
1/11/2024 Gilman Hill Asset Management LLC29,950$2.80M0.5%-6.9%0.013%
1/11/2024 Bruce G. Allen Investments LLC309$29K0.0%N/A0.000%
1/11/2024 BKM Wealth Management LLC268$25K0.0%N/A0.000%
1/9/2024 Boston Common Asset Management LLC54,808$5.12M0.1%-9.6%0.023%
1/8/2024 First Affirmative Financial Network2,184$204K0.2%N/A0.001%
11/30/2023American Century Companies Inc.68,564$6.44M0.0%+6.0%0.029%
11/15/2023Mercer Global Advisors Inc. ADV38,693$3.63M0.0%+7.1%0.016%
11/15/2023Advisors Asset Management Inc.3,664$344K0.0%+34.8%0.002%
11/14/2023O Shaughnessy Asset Management LLC81,404$7.64M0.1%-4.0%0.034%
11/13/2023Natixis Advisors L.P.31,082$2.92M0.0%+9.3%0.013%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund47,400$4.45M0.0%N/A0.020%
11/13/2023Mariner LLC7,721$725K0.0%+3.0%0.003%
11/13/2023FMR LLC439,129$41.23M0.0%+4.2%0.186%
11/13/2023QRG Capital Management Inc.49,126$4.61M0.1%N/A0.021%
11/13/2023PNC Financial Services Group Inc.7,302$686K0.0%+3.0%0.003%
11/8/2023Campbell & CO Investment Adviser LLC3,020$284K0.0%N/A0.001%
11/8/2023Vanguard Personalized Indexing Management LLC9,976$937K0.0%+5.1%0.004%
11/8/2023Janney Montgomery Scott LLC5,903$554K0.0%+6.3%0.002%
11/7/2023Wambolt & Associates LLC20,723$1.91M0.4%+4.2%0.009%
11/2/2023Todd Asset Management LLC285,888$26.84M0.6%-1.0%0.121%
11/1/2023Orion Portfolio Solutions LLC8,558$803K0.0%-2.4%0.004%
10/31/2023Paradigm Asset Management Co. LLC16,300$1.53M0.4%+9.4%0.007%
10/31/2023 Fifth Third Bancorp10,591$994K0.0%-1.1%0.004%
10/30/2023Eagle Global Advisors LLC78,479$7.37M0.5%+2.6%0.033%
10/30/2023 First Trust Direct Indexing L.P.17,001$1.60M0.2%-1.6%0.007%
10/27/2023Assetmark Inc.16,965$1.59M0.0%-2.3%0.007%
10/27/2023AlphaQ Advisors LLC3,431$322K0.3%-6.9%0.001%
10/27/2023Whittier Trust Co.5,610$527K0.0%+12.0%0.002%
10/26/2023 Park Avenue Securities LLC2,608$245K0.0%N/A0.001%
10/26/2023Advisor Partners II LLC11,972$1.12M0.0%+8.4%0.005%
10/24/2023Bank of New York Mellon Corp14,007$1.32M0.0%+5.0%0.006%
10/19/2023Aaron Wealth Advisors LLC2,346$220K0.0%N/A0.001%
10/17/2023 BTC Capital Management Inc.14,955$1.40M0.2%+1.7%0.006%
10/16/2023Naples Global Advisors LLC17,758$1.69M0.2%-2.2%0.008%
10/11/2023 Boston Common Asset Management LLC60,595$5.69M0.1%-2.5%0.026%
10/11/2023Kathmere Capital Management LLC3,923$368K0.1%+49.4%0.002%
8/21/2023Teachers Retirement System of The State of Kentucky149,340$13.62M0.1%+18.2%0.063%
8/14/2023Cerity Partners LLC11,463$1.05M0.0%+12.0%0.005%
8/11/2023Huntington National Bank631$58K0.0%+21.8%0.000%
8/11/2023O Shaughnessy Asset Management LLC84,826$7.74M0.1%+3.5%0.036%
8/11/2023PNC Financial Services Group Inc.7,089$647K0.0%+15.9%0.003%
8/10/2023US Bancorp DE7,972$727K0.0%-43.7%0.003%
8/10/2023Checchi Capital Advisers LLC2,251$205K0.0%N/A0.001%
8/4/2023Envestnet Asset Management Inc.61,994$5.65M0.0%-79.8%0.026%
8/4/2023Quantinno Capital Management LP12,865$1.17M0.1%+36.7%0.005%
8/3/2023Henry James International Management Inc.58,958$5.38M2.3%+6.9%0.025%
8/2/2023MAI Capital Management3,011$275K0.0%N/A0.001%
8/2/2023Yousif Capital Management LLC4,087$373K0.0%-2.9%0.002%
Better than Bitcoin? The Biotech Stock with 46,751% Potential (Ad)

4x Better than Bitcoin Bitcoin would have to go from $68,000 to $314,000 to match the 463% gains we saw with Immunogen in December.

Get the name of the stock here >>>
8/1/2023Todd Asset Management LLC288,836$26.35M0.6%+19.0%0.122%
7/31/2023Crossmark Global Holdings Inc.20,276$1.96M0.0%-2.7%0.009%
7/28/2023Vanguard Personalized Indexing Management LLC9,490$866K0.0%+20.8%0.004%
7/27/2023Financial Counselors Inc.3,012$275K0.0%+19.2%0.001%
7/26/2023Janney Montgomery Scott LLC5,553$506K0.0%+58.7%0.002%
7/26/2023 Fifth Third Bancorp10,712$977K0.0%+25.0%0.005%
7/25/2023 Raymond James Financial Services Advisors Inc.2,367$216K0.0%N/A0.001%
7/24/2023 Boston Common Asset Management LLC62,167$5.67M0.1%+2.2%0.026%
7/21/2023Eagle Global Advisors LLC76,479$6.98M0.5%-1.8%0.032%
7/21/2023Creative Planning4,264$389K0.0%+29.1%0.002%
(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, 99 institutional investors and hedge funds held shares of ORIX. The most heavily invested institutionals were FMR LLC ($41.23M), Wells Fargo & Company MN ($30.52M), Todd Asset Management LLC ($26.14M), Teachers Retirement System of The State of Kentucky ($13.56M), O Shaughnessy Asset Management LLC ($7.64M), Eagle Global Advisors LLC ($7.31M), and American Century Companies Inc. ($6.44M).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 86 institutional investors that purchased ORIX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Teachers Retirement System of The State of Kentucky ($172.64K), Todd Asset Management LLC ($123.24K), International Assets Investment Management LLC ($58.28K), QRG Capital Management Inc. ($49.46K), Healthcare of Ontario Pension Plan Trust Fund ($47.40K), FMR LLC ($30.98K), and Natixis Advisors L.P. ($26.64K).

How much institutional buying is happening at ORIX?

Institutional investors have bought a total of 810,289 shares in the last 24 months. This purchase volume represents approximately $71.21M in transactions.

Which ORIX major shareholders have been selling company stock?

Of the 46 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. ($255.19K), Crossmark Global Holdings Inc. ($118.66K), Todd Asset Management LLC ($78.88K), US Bancorp DE ($26.16K), O Shaughnessy Asset Management LLC ($16.45K), Boston Common Asset Management LLC ($14.48K), and Summit Global Investments ($10.92K).

How much institutional selling is happening at ORIX?

Institutional investors have sold a total of 616,313 shares in the last 24 months. This volume of shares sold represents approximately $54.57M in transactions.


Related Companies:
This page (NYSE:IX) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners
These AI trades triggered this morning (545% return)
Prosper Trading Academy
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
He Is Giving Away Bitcoin
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Fed launches fourth dollar overhaul
Stansberry Research
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
Exposed: 10 CENT Crypto to Explode April 20th?
True Market Insiders
A.I. is a Tidal Wave - Here’s What to Buy
Chaikin Analytics