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Orix Corp Ads (IX) Institutional Ownership

Orix Corp Ads logo
$36.94 +0.25 (+0.68%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$36.95 +0.01 (+0.03%)
As of 10/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Orix Corp Ads (NYSE:IX)

Current
Institutional Ownership
Percentage
1.73%
Number of
Institutional Buyers
(last 12 months)
141
Total
Institutional Inflows
(last 12 months)
$79.95M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$32.50M
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Wedmont Private Capital7,843$288K0.0%N/A0.001%
10/9/2026GAMMA Investing LLC11,552$436K0.0%+10.7%0.001%
10/8/2026Farther Finance Advisors LLC4,437$167K0.0%+13.9%0.000%
10/8/2026Gradient Investments LLC160,643$6.06M0.1%-2.7%0.014%
10/8/2026Plan A Wealth LLC27,772$1.05M0.4%+2.0%0.003%
10/2/2026 Versant Capital Management Inc20,593$777K0.1%+2.1%0.002%
9/23/2026QRG Capital Management Inc.166,395$6.33M0.0%+8.5%0.015%
9/23/2026Envestnet Portfolio Solutions Inc.6,740$256K0.0%N/A0.001%
9/9/2026Sequoia Financial Advisors LLC26,360$1.00M0.0%+1.4%0.002%
9/9/2026Integrated Wealth Concepts LLC3,581$136K0.0%N/A0.000%
9/2/2026Range Advisory LLC5,763$219K0.0%N/A0.001%
8/27/2026Corient Private Wealth LP45,724$1.74M0.0%+7.3%0.004%
8/23/2026HB Wealth Management LLC16,751$637K0.0%+12.1%0.002%
8/22/2026Plan A Wealth LLC27,237$1.04M0.4%+8.1%0.002%
8/22/2026Syon Capital LLC29,862$1.14M0.0%+4.5%0.003%
8/22/2026TD Waterhouse Canada Inc.28,548$1.10M0.0%N/A0.003%
8/20/2026Greenleaf Trust36,300$1.38M0.0%-2.9%0.003%
7/9/2026Hennion & Walsh Asset Management Inc.27,576$1.05M0.0%+94.9%0.002%
7/8/2026Gradient Investments LLC165,151$6.28M0.1%+4.9%0.015%
7/8/202655 North Private Wealth LLC5,610$213K0.0%N/A0.001%
7/7/2026Baron Wealth Management LLC8,584$327K0.1%N/A0.001%
7/7/2026GAMMA Investing LLC10,439$397K0.0%+17.8%0.001%
7/2/2026 Versant Capital Management Inc20,175$767K0.1%-4.5%0.002%
6/3/2026Parallel Advisors LLC10,272$308K0.0%+11.3%0.001%
5/26/2026Glenmede Trust Co. NA19,761$593K0.0%+8.5%0.002%
5/19/2026Bank of America Corp DE2,893,892$86.79M0.0%+0.9%0.261%
5/18/2026Royal Bank of Canada88,450$2.65M0.0%+116.2%0.008%
5/16/2026Quantinno Capital Management LP924,415$27.72M0.0%+16.3%0.083%
5/15/2026Wealth Alliance LLC7,786$234K0.0%N/A0.001%
5/15/2026Bridgewater Advisors Inc.5,714$171K0.0%N/A0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund114,400$3.43M0.0%+75.5%0.010%
5/14/2026Renaissance Technologies LLC109,600$3.29M0.0%N/A0.010%
5/14/2026Compound Planning Inc.23,160$695K0.0%+23.5%0.002%
5/14/2026Arrowstreet Capital Limited Partnership19,215$576K0.0%N/A0.002%
5/14/2026Sei Investments Co.159,528$4.79M0.0%+12.2%0.014%
5/14/2026Lido Advisors LLC23,233$697K0.0%+35.1%0.002%
5/13/2026Cetera Investment Advisers27,615$828K0.0%+88.1%0.002%
5/13/2026First Trust Advisors LP66,574$2.00M0.0%+21.1%0.006%
5/8/2026PNC Financial Services Group Inc.46,661$1.40M0.0%+5.9%0.004%
5/7/2026Parallel Advisors LLC10,272$308K0.0%+11.3%0.001%
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5/6/2026Assetmark Inc.13,476$404K0.0%-3.9%0.001%
5/6/2026Allspring Global Investments Holdings LLC29,743$906K0.0%+5.8%0.003%
5/5/2026Marks Group Wealth Management Inc16,124$484K0.0%N/A0.001%
5/5/2026Bank of New York Mellon Corp154,477$4.63M0.0%+20.3%0.014%
5/5/2026Sanctuary Advisors LLC23,337$700K0.0%N/A0.002%
5/5/2026Checchi Capital Advisers LLC11,820$354K0.0%-6.2%0.001%
5/4/2026Calamos Wealth Management LLC163,340$4.90M0.2%+16.3%0.015%
5/4/2026Calamos Advisors LLC163,340$4.90M0.0%N/A0.015%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,295$459K0.0%+14.3%0.001%
5/1/2026Ferguson Wellman Capital Management Inc.27,960$839K0.0%N/A0.003%
5/1/2026Sequoia Financial Advisors LLC25,987$779K0.0%+2.6%0.002%
4/28/2026Kathmere Capital Management LLC29,705$891K0.1%+12.9%0.003%
4/28/2026Abel Hall LLC11,447$343K0.1%+25.7%0.001%
4/28/2026DGS Capital Management LLC64,937$1.95M0.3%+17.6%0.006%
4/28/2026V Square Quantitative Management LLC1,617$48K0.0%+40.7%0.000%
4/28/2026QRG Capital Management Inc.153,303$4.60M0.0%+22.9%0.014%
4/27/2026HB Wealth Management LLC14,949$448K0.0%+13.6%0.001%
4/27/2026Elevation Point Wealth Partners LLC8,457$254K0.0%+20.3%0.001%
4/25/2026Keybank National Association OH8,555$257K0.0%N/A0.001%
4/23/2026Tred Avon Family Wealth LLC25,190$755K0.3%-12.9%0.002%
4/22/2026Janney Montgomery Scott LLC11,448$343K0.0%N/A0.001%
4/22/2026Venturi Wealth Management LLC20,275$608K0.0%+4.8%0.002%
4/21/2026Aaron Wealth Advisors LLC34,001$1.02M0.1%+44.5%0.003%
4/20/2026Ritholtz Wealth Management104,097$3.12M0.1%+32.3%0.009%
4/20/2026BTC Capital Management Inc.52,285$1.57M0.1%-38.4%0.005%
3/17/2026Rockefeller Capital Management L.P.5,548$162K0.0%+63.5%0.000%
3/9/2026Corient Private Wealth LLC35,114$1.03M0.0%+1.1%0.003%
2/24/2026DGS Capital Management LLC55,225$1.61M0.3%+2.4%0.005%
2/24/2026SG Trading Solutions LLC19,731$577K0.1%N/A0.002%
2/19/2026Compound Planning Inc.18,756$548K0.0%+11.1%0.002%
2/19/2026Corient Private Wealth LLC35,114$1.03M0.0%+1.1%0.003%
2/18/2026Mercer Global Advisors Inc. ADV153,268$4.48M0.0%-0.5%0.013%
2/18/2026Summit Global Investments20,036$585K0.0%-13.6%0.002%
2/17/2026AQR Capital Management LLC132,107$3.86M0.0%+27.3%0.012%
2/17/2026Henry James International Management Inc.200,785$5.87M1.8%-16.2%0.018%
2/17/2026Abel Hall LLC9,106$266K0.1%N/A0.001%
2/17/2026Cetera Investment Advisers14,684$429K0.0%+6.2%0.001%
2/17/2026Laird Norton Wetherby Trust Company LLC72,885$2.13M0.0%+443.9%0.006%
2/17/2026Trexquant Investment LP16,886$493K0.0%+31.3%0.001%
2/17/2026Russell Investments Group Ltd.1,494$44K0.0%-66.8%0.000%
2/17/2026&PARTNERS61,980$1.81M0.0%+13.2%0.005%
2/17/2026Royal Bank of Canada40,906$1.20M0.0%+33.3%0.004%
2/16/2026Strategic Global Advisors LLC26,193$765K0.1%+12.8%0.002%
2/16/2026Vanguard Personalized Indexing Management LLC181,361$5.30M0.1%-12.8%0.016%
2/16/2026Verition Fund Management LLC12,734$372K0.0%N/A0.001%
2/16/2026MML Investors Services LLC21,101$617K0.0%+11.3%0.002%
2/16/2026Mariner LLC70,221$2.05M0.0%+18.2%0.006%
2/16/2026Arax Advisory Partners2,048$60K0.0%-75.1%0.000%
2/16/2026Atlas Capital Advisors Inc.968$28K0.0%N/A0.000%
2/13/2026Kestra Advisory Services LLC1,198$35K0.0%N/A0.000%
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2/13/2026Smartleaf Asset Management LLC9,222$271K0.0%+9.0%0.001%
2/13/2026Morgan Stanley5,117,942$149.55M0.0%+1.5%0.449%
2/13/2026First Trust Advisors LP54,955$1.61M0.0%+8.6%0.005%
2/13/2026OpenArc Corporate Advisory LLC7,973$233K0.0%N/A0.001%
2/13/2026Charles Schwab Investment Management Inc.284,170$8.30M0.0%+29.7%0.025%
2/13/2026Ieq Capital LLC46,343$1.35M0.0%+34.0%0.004%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,397$450K0.0%N/A0.001%
2/12/2026Advisors Asset Management Inc.50,472$1.48M0.0%+9.2%0.004%
2/12/2026Brooklyn Investment Group11,374$336K0.0%N/A0.001%
2/12/2026Orion Porfolio Solutions LLC54,225$1.58M0.0%+3.5%0.005%


IX Institutional Ownership - Frequently Asked Questions

During the previous two years, 216 institutional investors and hedge funds held shares of Orix Corp Ads. The most heavily invested institutionals were Morgan Stanley ($149.55M), Bank of America Corp DE ($86.79M), FMR LLC ($75.16M), Todd Asset Management LLC ($53.40M), Teachers Retirement System of The State of Kentucky ($29.96M), Quantinno Capital Management LP ($27.72M), and Northern Trust Corp ($22.35M).Learn more on Orix Corp Ads' institutional investors.

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

Of the 205 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 ($1.49M), Teachers Retirement System of The State of Kentucky ($949.36K), Northern Trust Corp ($938.65K), American Century Companies Inc. ($555.26K), Quantinno Capital Management LP ($371.36K), Eagle Global Advisors LLC ($341.13K), and QRG Capital Management Inc. ($247.84K).

Institutional investors have bought a total of 2,781,457 shares in the last 24 months. This purchase volume represents approximately $79.95M in transactions.

Of the 47 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: Millennium Management LLC ($333.30K), Allspring Global Investments Holdings LLC ($208.19K), QRG Capital Management Inc. ($134.21K), BTC Capital Management Inc. ($56.85K), Campbell & CO Investment Adviser LLC ($47.83K), Henry James International Management Inc. ($42.18K), and Boston Common Asset Management LLC ($34.54K).

Institutional investors have sold a total of 1,202,780 shares in the last 24 months. This volume of shares sold represents approximately $32.50M in transactions.


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Institutional ownership data for NYSE:IX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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