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Orix Corp Ads (IX) Institutional Ownership

Orix Corp Ads logo
$39.67 -0.42 (-1.05%)
As of 03:02 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)
143
Total
Institutional Inflows
(last 12 months)
$91.77M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$34.32M
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IX Institutional Buying and Selling by Quarter

Orix Corp Ads Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Hennion & Walsh Asset Management Inc.27,576$1.05M0.0%+94.9%0.002%
7/8/2026 Gradient Investments LLC165,151$6.28M0.1%+4.9%0.015%
7/8/2026 55 North Private Wealth LLC5,610$213K0.0%N/A0.001%
7/7/2026 Baron Wealth Management LLC8,584$327K0.1%N/A0.001%
7/7/2026 GAMMA Investing LLC10,439$397K0.0%+17.8%0.001%
7/2/2026 Versant Capital Management Inc20,175$767K0.1%-4.5%0.002%
6/3/2026 Parallel 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%
5/15/2026 Bridgewater 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%
5/14/2026 Compound 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%
5/14/2026 Lido 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%
5/8/2026 PNC Financial Services Group Inc.46,661$1.40M0.0%+5.9%0.004%
5/7/2026 Parallel Advisors LLC10,272$308K0.0%+11.3%0.001%
5/6/2026 Assetmark Inc.13,476$404K0.0%-3.9%0.001%
5/6/2026Allspring Global Investments Holdings LLC29,743$906K0.0%+5.8%0.003%
5/5/2026 Marks Group Wealth Management Inc16,124$484K0.0%N/A0.001%
5/5/2026 Bank of New York Mellon Corp154,477$4.63M0.0%+20.3%0.014%
5/5/2026Sanctuary Advisors LLC23,337$700K0.0%N/A0.002%
5/5/2026 Checchi Capital Advisers LLC11,820$354K0.0%-6.2%0.001%
5/4/2026 Calamos Wealth Management LLC163,340$4.90M0.2%+16.3%0.015%
5/4/2026 Calamos Advisors LLC163,340$4.90M0.0%N/A0.015%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,295$459K0.0%+14.3%0.001%
5/1/2026 Ferguson Wellman Capital Management Inc.27,960$839K0.0%N/A0.003%
5/1/2026 Sequoia Financial Advisors LLC25,987$779K0.0%+2.6%0.002%
4/28/2026 Kathmere Capital Management LLC29,705$891K0.1%+12.9%0.003%
4/28/2026 Abel Hall LLC11,447$343K0.1%+25.7%0.001%
4/28/2026DGS Capital Management LLC64,937$1.95M0.3%+17.6%0.006%
4/28/2026 V Square Quantitative Management LLC1,617$48K0.0%+40.7%0.000%
4/28/2026 QRG Capital Management Inc.153,303$4.60M0.0%+22.9%0.014%
4/27/2026 HB Wealth Management LLC14,949$448K0.0%+13.6%0.001%
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4/27/2026Elevation Point Wealth Partners LLC8,457$254K0.0%+20.3%0.001%
4/25/2026 Keybank National Association OH8,555$257K0.0%N/A0.001%
4/23/2026Tred Avon Family Wealth LLC25,190$755K0.3%-12.9%0.002%
4/22/2026 Janney Montgomery Scott LLC11,448$343K0.0%N/A0.001%
4/22/2026 Venturi Wealth Management LLC20,275$608K0.0%+4.8%0.002%
4/21/2026 Aaron Wealth Advisors LLC34,001$1.02M0.1%+44.5%0.003%
4/20/2026Ritholtz Wealth Management104,097$3.12M0.1%+32.3%0.009%
4/20/2026 BTC 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%
2/19/2026 Compound 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%
2/18/2026 Summit Global Investments20,036$585K0.0%-13.6%0.002%
2/17/2026AQR Capital Management LLC132,107$3.86M0.0%+27.3%0.012%
2/17/2026 Henry James International Management Inc.200,785$5.87M1.8%-16.2%0.018%
2/17/2026 Abel 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%
2/17/2026 Russell 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%
2/16/2026 MML 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%
2/13/2026 Kestra Advisory Services LLC1,198$35K0.0%N/A0.000%
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%
2/13/2026 OpenArc 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%
2/12/2026Callan Family Office LLC102,703$3.00M0.1%+99.7%0.009%
2/12/2026Dimensional Fund Advisors LP32,556$951K0.0%-39.5%0.003%
2/12/2026Elevation Point Wealth Partners LLC7,029$205K0.0%N/A0.001%
2/12/2026 Campbell & CO Investment Adviser LLC42,163$1.23M0.1%-18.2%0.004%
2/12/2026Bank of Montreal Can7,071$207K0.0%N/A0.001%
2/11/2026Dorsey & Whitney Trust CO LLC9,515$278K0.0%+20.6%0.001%
2/11/2026Cerity Partners LLC107,107$3.13M0.0%-13.2%0.009%
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2/11/2026 LPL Financial LLC32,456$948K0.0%+3.7%0.003%
2/11/2026O Shaughnessy Asset Management LLC248,110$7.25M0.0%+4.5%0.022%
2/11/2026JPMorgan Chase & Co.158,513$4.63M0.0%-6.3%0.014%
2/11/2026Palladiem LLC8,957$264K0.2%N/A0.001%
2/11/2026Syon Capital LLC29,795$871K0.0%+26.0%0.003%
2/11/2026Vise Technologies Inc.66,989$1.96M0.1%+66.7%0.006%
2/10/2026 Sivia Capital Partners LLC12,033$352K0.1%+9.4%0.001%
2/10/2026Goldman Sachs Group Inc.81,636$2.39M0.0%+1.8%0.007%
2/10/2026Dynasty Wealth Management LLC26,751$782K0.0%+13.6%0.002%
2/10/2026Natixis Advisors LLC163,944$4.79M0.0%-8.9%0.014%


IX Institutional Ownership - Frequently Asked Questions

During the previous two years, 211 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 202 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 ($971.36K), Northern Trust Corp ($938.65K), American Century Companies Inc. ($555.26K), Quantinno Capital Management LP ($371.36K), Eagle Global Advisors LLC ($341.13K), and Allspring Global Investments Holdings LLC ($240.95K).

Institutional investors have bought a total of 3,358,889 shares in the last 24 months. This purchase volume represents approximately $91.77M in transactions.

Of the 50 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), Henry James International Management Inc. ($78.08K), BTC Capital Management Inc. ($56.85K), Campbell & CO Investment Adviser LLC ($47.83K), and Boston Common Asset Management LLC ($34.54K).

Institutional investors have sold a total of 1,286,825 shares in the last 24 months. This volume of shares sold represents approximately $34.32M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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