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ORIX (IX) Institutional Ownership

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$21.51 +0.10 (+0.45%)
Closing price 06/9/2025 03:59 PM Eastern
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$21.52 +0.01 (+0.06%)
As of 06/9/2025 05:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for ORIX (NYSE:IX)

Current
Institutional Ownership
Percentage
1.73%
Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$166.30M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$2.29M
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IX Institutional Buying and Selling by Quarter

ORIX Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Rhumbline Advisers43,196$902K0.0%+305.7%0.004%
5/21/2025 Geneos Wealth Management Inc.2,080$43K0.0%+4,325.5%0.000%
5/16/2025 Ascent Group LLC12,605$263K0.0%N/A0.001%
5/16/2025 RNC Capital Management LLC12,770$267K0.0%+400.8%0.001%
5/16/2025 Goldman Sachs Group Inc.96,454$2.02M0.0%+568.7%0.008%
5/16/2025 Systematic Alpha Investments LLC24,810$518K0.0%+400.0%0.002%
5/16/2025 Jones Financial Companies Lllp5,565$116K0.0%+8,083.8%0.000%
5/16/2025 Millennium Management LLC203,967$4.26M0.0%+3,021.1%0.018%
5/16/2025 Curi RMB Capital LLC52,803$1.10M0.0%N/A0.005%
5/16/2025 AQR Capital Management LLC44,547$931K0.0%+433.3%0.004%
5/16/2025 Advisors Asset Management Inc.39,447$824K0.0%+414.2%0.003%
5/15/2025 Royal Bank of Canada38,081$796K0.0%+336.1%0.003%
5/15/2025 Trexquant Investment LP20,393$426K0.0%N/A0.002%
5/14/2025 Campbell & CO Investment Adviser LLC71,034$1.48M0.1%+757.9%0.006%
5/14/2025 Smartleaf Asset Management LLC7,374$156K0.0%+478.8%0.001%
5/14/2025 Gitterman Wealth Management LLC9,824$205K0.1%+409.8%0.001%
5/14/2025 Compound Planning Inc.15,861$331K0.0%+512.9%0.001%
5/14/2025 Dorsey & Whitney Trust CO LLC10,588$221K0.0%+375.9%0.001%
5/13/2025 Northern Trust Corp1,070,093$22.35M0.0%+400.1%0.094%
5/13/2025 Brooklyn Investment Group1,329$28K0.0%+132,800.0%0.000%
5/13/2025 American Century Companies Inc.467,365$9.76M0.0%+449.1%0.041%
5/13/2025 Neuberger Berman Group LLC14,095$294K0.0%+325.1%0.001%
5/13/2025 Callan Family Office LLC28,885$603K0.0%+248.6%0.003%
5/13/2025 HighTower Advisors LLC42,512$888K0.0%+335.1%0.004%
5/12/2025 Eagle Global Advisors LLC397,500$8.30M0.3%+392.5%0.035%
5/12/2025 Todd Asset Management LLC1,727,984$36.10M0.8%+399.1%0.152%
5/12/2025 Townsquare Capital LLC17,617$368K0.0%+371.8%0.002%
5/12/2025 Savvy Advisors Inc.15,080$315K0.0%+460.2%0.001%
5/12/2025 National Bank of Canada FI56,000$1.17M0.0%+1,020.0%0.005%
5/12/2025 Wambolt & Associates LLC106,352$2.22M0.8%+412.7%0.009%
5/9/2025 Charles Schwab Investment Management Inc.145,592$3.04M0.0%+422.6%0.013%
5/9/2025 PNC 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%
5/8/2025 Brentview Investment Management LLC1,760$37K0.0%N/A0.000%
5/8/2025 Natixis 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%
5/6/2025 Assetmark Inc.29,430$615K0.0%+397.6%0.003%
5/6/2025 Choreo LLC16,084$336K0.0%+447.6%0.001%
5/6/2025 Paradigm Asset Management Co. LLC72,500$1.52M0.4%+400.0%0.006%
5/5/2025 Teachers Retirement System of The State of Kentucky1,058,900$22.12M0.2%+400.0%0.093%
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5/2/2025 Hardy Reed LLC13,425$280K0.0%+400.0%0.001%
5/2/2025 Whittier Trust Co. of Nevada Inc.23,243$485K0.0%+665.6%0.002%
5/2/2025 Whittier Trust Co.76,311$1.59M0.0%+458.9%0.007%
5/2/2025 Signaturefd LLC18,156$379K0.0%+400.6%0.002%
5/1/2025 CWM 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%
4/30/2025 Cerity Partners LLC132,802$2.77M0.0%+611.8%0.012%
4/30/2025 Parr 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%
4/30/2025 Crossmark Global Holdings Inc.134,339$2.81M0.0%+309.5%0.012%
4/29/2025 Financial Counselors Inc.13,087$273K0.0%+260.9%0.001%
4/29/2025 Callan Capital LLC69,576$1.45M0.1%+496.8%0.006%
4/29/2025 Envestnet Asset Management Inc.148,222$3.10M0.0%+446.3%0.013%
4/29/2025 Bank of New York Mellon Corp112,927$2.36M0.0%+433.2%0.010%
4/29/2025 Wayfinding Financial LLC1,642$34K0.0%N/A0.000%
4/29/2025 Checchi Capital Advisers LLC13,605$284K0.0%+457.4%0.001%
4/28/2025 Ativo 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%
4/25/2025 Henry James International Management Inc.278,869$5.83M2.0%+400.0%0.024%
4/24/2025 Allspring 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%
4/23/2025 Sequoia Financial Advisors LLC20,505$428K0.0%+352.1%0.002%
4/23/2025 Bessemer Group Inc.2,283$48K0.0%+3,582.3%0.000%
4/17/2025 QRG Capital Management Inc.247,085$5.16M0.1%+352.5%0.022%
4/17/2025 Ritholtz Wealth Management83,424$1.74M0.1%+372.9%0.007%
4/16/2025 Elevation 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%
4/14/2025 Yousif 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%
4/11/2025 First Affirmative Financial Network14,712$307K0.2%+360.0%0.001%
4/10/2025 Gilman Hill Asset Management LLC195,964$4.09M0.7%+435.6%0.017%
4/10/2025 Naples Global Advisors LLC91,601$1.93M0.2%+411.2%0.008%
4/8/2025 Rhumbline Advisers43,196$902K0.0%+305.7%0.004%
4/8/2025 BTC Capital Management Inc.97,618$2.04M0.2%+486.6%0.009%
4/8/2025 Parallel Advisors LLC9,235$193K0.0%+400.0%0.001%
4/7/2025 Summit Global Investments16,423$343K0.0%+63.5%0.001%
4/7/2025 GAMMA Investing LLC119,240$2.49M0.0%+9,157.8%0.010%
4/3/2025 Versant Capital Management Inc15,799$330K0.1%+9,139.2%0.001%
4/3/2025 Boston Common Asset Management LLC283,088$5.91M0.2%+528.1%0.025%
2/19/2025 Parr Mcknight Wealth Management Group LLC13,663$1.45M0.2%N/A0.006%
2/18/2025Vise Technologies Inc.5,668$602K0.1%N/A0.002%
2/17/2025 Two Sigma Investments LP2,567$273K0.0%N/A0.001%
2/17/2025 Quantinno Capital Management LP45,376$4.82M0.0%+28.9%0.019%
2/17/2025 Millennium Management LLC6,535$694K0.0%N/A0.003%
2/17/2025Laird Norton Wetherby Wealth Management LLC8,235$875K0.0%-9.5%0.003%
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2/17/2025 Ethic Inc.2,038$216K0.0%-53.4%0.001%
2/17/2025 D. E. Shaw & Co. Inc.9,183$976K0.0%+316.5%0.004%
2/17/2025 Eagle Global Advisors LLC80,704$8.57M0.4%+3.2%0.033%
2/17/2025 Citadel Advisors LLC6,612$702K0.0%+59.4%0.003%
2/17/2025 Bank of America Corp DE424,770$45.12M0.0%+1.3%0.175%
2/17/2025 BNP Paribas Financial Markets3,437$365K0.0%+18.5%0.001%
2/17/2025 Ameriprise Financial Inc.3,615$385K0.0%-8.2%0.001%
2/14/2025 Mercer Global Advisors Inc. ADV35,163$3.74M0.0%-10.8%0.014%
2/14/2025 Lido Advisors LLC2,380$253K0.0%N/A0.001%
2/14/2025 Northern Trust Corp213,971$22.73M0.0%+62.8%0.088%
(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, 151 institutional investors and hedge funds held shares of ORIX. 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 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 142 institutional investors that purchased ORIX 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. ($247.09K), and Allspring Global Investments Holdings LLC ($240.60K).

How much institutional buying is happening at ORIX?

Institutional investors have bought a total of 8,341,967 shares in the last 24 months. This purchase volume represents approximately $174.22M in transactions.

Which ORIX major shareholders have been selling company stock?

Of the 53 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. ($250.58K), Boston Common Asset Management LLC ($20.45K), Wells Fargo & Company MN ($17.62K), Assetmark Inc. ($13.23K), O Shaughnessy Asset Management LLC ($11.44K), Arrowstreet Capital Limited Partnership ($10.20K), and Todd Asset Management LLC ($8.94K).

How much institutional selling is happening at ORIX?

Institutional investors have sold a total of 402,983 shares in the last 24 months. This volume of shares sold represents approximately $7.77M in transactions.


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This page (NYSE:IX) was last updated on 6/10/2025 by MarketBeat.com Staff
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