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ORIX (IX) Institutional Ownership

ORIX logo
$107.87 -0.46 (-0.42%)
(As of 11/15/2024 ET)
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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)
70
Total
Institutional Inflows
(last 12 months)
$42.21M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$6.44M
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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
11/15/2024MML Investors Services LLC3,298$383K0.0%+12.1%0.001%
11/15/2024Orion Portfolio Solutions LLC8,183$950K0.0%+1.7%0.004%
11/15/2024 Quantinno Capital Management LP35,200$4.09M0.1%+20.0%0.015%
11/14/2024 Captrust Financial Advisors2,315$269K0.0%+8.9%0.001%
11/14/2024 Financial Counselors Inc.3,626$421K0.0%+9.6%0.002%
11/13/2024 Glenmede Trust Co. NA2,804$325K0.0%+6.3%0.001%
11/13/2024 Townsquare Capital LLC3,016$350K0.0%N/A0.001%
11/13/2024 BNP Paribas Financial Markets2,900$337K0.0%-3.4%0.001%
11/13/2024 FMR LLC647,689$75.16M0.0%+9.9%0.279%
11/12/2024 Pitcairn Co.2,181$253K0.0%-6.5%0.001%
11/12/2024 Cerity Partners LLC20,370$2.36M0.0%+47.0%0.009%
11/12/2024 Charles Schwab Investment Management Inc.26,209$3.04M0.0%+12.8%0.011%
11/8/2024 Advisors Asset Management Inc.7,474$867K0.0%+18.2%0.003%
11/7/2024 Caprock Group LLC4,271$496K0.0%+7.6%0.002%
11/7/2024 Pathstone Holdings LLC27,603$3.20M0.0%-2.2%0.012%
11/6/2024 Natixis Advisors LLC39,530$4.59M0.0%+2.6%0.017%
11/4/2024 Crossmark Global Holdings Inc.28,722$3.33M0.1%+52.1%0.012%
10/30/2024 PDS Planning Inc2,229$259K0.0%+7.0%0.001%
10/30/2024 QRG Capital Management Inc.53,429$6.20M0.1%+1.3%0.023%
10/30/2024 Henry James International Management Inc.54,555$6.33M2.2%-9.9%0.023%
10/28/2024 US Bancorp DE6,034$700K0.0%-3.4%0.003%
10/25/2024 First Trust Direct Indexing L.P.16,229$1.88M0.1%-9.5%0.007%
10/22/2024 International Assets Investment Management LLC36,672$4.26M0.0%N/A0.016%
10/22/2024 Sequoia Financial Advisors LLC4,263$495K0.0%-4.2%0.002%
10/21/2024 Whittier Trust Co. of Nevada Inc.1,438$167K0.0%+26.9%0.001%
10/21/2024 Whittier Trust Co.9,098$1.06M0.0%+7.5%0.004%
10/19/2024 Allspring Global Investments Holdings LLC17,688$2.05M0.0%+469.8%0.008%
10/18/2024Blue Trust Inc.4,599$512K0.0%+186.9%0.002%
10/18/2024Net Worth Advisory Group2,488$289K0.1%N/A0.001%
10/17/2024Aaron Wealth Advisors LLC3,929$456K0.1%+7.3%0.002%
10/11/2024 Creative Planning4,676$543K0.0%+6.6%0.002%
10/10/2024 Gilman Hill Asset Management LLC33,815$3.92M0.7%+5.6%0.015%
10/10/2024 Ritholtz Wealth Management18,146$2.11M0.1%+11.1%0.008%
10/10/2024 First Affirmative Financial Network3,195$371K0.2%+27.7%0.001%
10/9/2024 Boston Common Asset Management LLC48,519$5.63M0.1%-13.3%0.021%
10/8/2024 Atomi Financial Group Inc.2,776$322K0.0%+23.9%0.001%
10/7/2024 GAMMA Investing LLC1,533$178K0.0%+44.6%0.001%
10/3/2024 Park Avenue Securities LLC2,649$307K0.0%-14.4%0.001%
8/26/2024Teachers Retirement System of The State of Kentucky197,640$22.00M0.2%+12.5%0.085%
8/21/2024 Truist Financial Corp1,915$213K0.0%+4.7%0.001%
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8/16/2024 Kathmere Capital Management LLC4,780$532K0.1%+12.6%0.002%
8/15/2024 AQR Capital Management LLC3,762$419K0.0%+79.3%0.002%
8/13/2024 Sei Investments Co.20,673$2.30M0.0%+6.2%0.009%
8/13/2024 Callan Capital LLC9,455$1.05M0.1%+23.7%0.004%
8/12/2024 Vanguard Personalized Indexing Management LLC23,956$2.66M0.1%+20.8%0.010%
8/12/2024 Mercer Global Advisors Inc. ADV37,902$4.22M0.0%+0.5%0.016%
8/9/2024 Dimensional Fund Advisors LP12,904$1.44M0.0%-6.6%0.006%
8/8/2024 Envestnet Asset Management Inc.25,165$2.80M0.0%-18.0%0.011%
8/8/2024 Wambolt & Associates LLC20,473$2.27M0.7%+3.4%0.009%
8/8/2024 Johnson Investment Counsel Inc.2,159$240K0.0%-27.0%0.001%
8/8/2024 American Century Companies Inc.85,051$9.47M0.0%+6.0%0.037%
8/7/2024 Choreo LLC2,831$314K0.0%N/A0.001%
8/6/2024 Ballentine Partners LLC2,020$225K0.0%N/A0.001%
8/6/2024 Caprock Group LLC3,971$442K0.0%N/A0.002%
8/6/2024 Lake Street Advisors Group LLC2,854$318K0.0%-5.0%0.001%
8/5/2024 Addison Advisors LLC259$29K0.0%N/A0.000%
8/1/2024 Rhumbline Advisers10,407$1.16M0.0%-3.6%0.004%
8/1/2024 Financial Counselors Inc.3,309$368K0.0%+8.5%0.001%
8/1/2024 Natixis Advisors LLC38,537$4.29M0.0%+9.6%0.017%
8/1/2024 Ritholtz Wealth Management16,328$1.82M0.1%-2.7%0.007%
7/29/2024 Crossmark Global Holdings Inc.18,883$2.10M0.0%-1.4%0.008%
7/29/2024 Whittier Trust Co. of Nevada Inc.1,133$126K0.0%+143.7%0.000%
7/29/2024 Whittier Trust Co.8,465$942K0.0%+10.9%0.004%
7/26/2024 Atomi Financial Group Inc.2,241$249K0.0%+16.2%0.001%
7/26/2024 Allspring Global Investments Holdings LLC3,104$345K0.0%+268.6%0.001%
7/26/2024 Bank of New York Mellon Corp19,461$2.17M0.0%+6.5%0.008%
7/22/2024Aaron Wealth Advisors LLC3,660$407K0.1%+5.2%0.002%
7/22/2024Fifth Third Bancorp10,095$1.12M0.0%+8.9%0.004%
7/19/2024 BTC Capital Management Inc.14,062$1.57M0.1%-5.5%0.006%
7/18/2024Blue Trust Inc.1,603$177K0.0%+635.3%0.001%
7/17/2024 Cottonwood Capital Advisors LLC1,869$211K0.2%N/A0.001%
7/16/2024 Sequoia Financial Advisors LLC4,451$495K0.0%+4.5%0.002%
7/12/2024 QRG Capital Management Inc.52,757$5.87M0.1%+1.7%0.023%
7/10/2024 First Affirmative Financial Network2,502$278K0.2%+9.8%0.001%
7/10/2024 CWM LLC956$106K0.0%+10.8%0.000%
7/8/2024 Boston Common Asset Management LLC55,961$6.23M0.2%-3.8%0.024%
7/2/2024 GAMMA Investing LLC1,060$118K0.0%+26.2%0.000%
7/1/2024 Kathmere Capital Management LLC4,118$458K0.1%-3.0%0.002%
6/11/2024 EverSource Wealth Advisors LLC453$46K0.0%+44.7%0.000%
5/28/2024Teachers Retirement System of The State of Kentucky175,640$19.36M0.2%+20.9%0.076%
5/15/2024 Ascent Group LLC1,925$212K0.0%N/A0.001%
5/15/2024 Mount Yale Investment Advisors LLC4,293$473K0.0%-37.2%0.002%
5/14/2024 Advisors Asset Management Inc.5,611$618K0.0%+22.3%0.002%
5/14/2024 Pitcairn Co.2,069$228K0.0%N/A0.001%
5/13/2024 O Shaughnessy Asset Management LLC67,550$7.44M0.1%-6.1%0.029%
5/9/2024 Dorsey & Whitney Trust CO LLC1,989$219K0.0%N/A0.001%
5/8/2024 US Bancorp DE6,324$697K0.0%-3.2%0.003%
5/8/2024 QRG Capital Management Inc.51,899$5.72M0.1%+4.9%0.022%
5/7/2024 Sei Investments Co.19,473$2.15M0.0%+21.8%0.008%
5/7/2024 Atomi Financial Group Inc.1,929$213K0.0%N/A0.001%
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5/3/2024 Callan Capital LLC7,643$842K0.1%N/A0.003%
5/3/2024 Whittier Trust Co. of Nevada Inc.465$51K0.0%+573.9%0.000%
5/3/2024 Whittier Trust Co.7,634$841K0.0%+17.7%0.003%
5/2/2024 PDS Planning Inc2,131$235K0.0%N/A0.001%
5/1/2024 BNP Paribas Financial Markets3,801$419K0.0%+26.7%0.002%
5/1/2024 Prosperity Consulting Group LLC2,271$250K0.0%N/A0.001%
5/1/2024 Wambolt & Associates LLC19,800$2.08M0.6%-4.7%0.009%
4/30/2024 Naples Global Advisors LLC17,913$1.98M0.2%-1.0%0.008%
4/30/2024 Allspring Global Investments Holdings LLC842$93K0.0%+135.9%0.000%
4/25/2024Aaron Wealth Advisors LLC3,480$383K0.1%+40.6%0.001%
(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, 109 institutional investors and hedge funds held shares of ORIX. The most heavily invested institutionals were FMR LLC ($75.16M), Wells Fargo & Company MN ($30.52M), Todd Asset Management LLC ($26.14M), Teachers Retirement System of The State of Kentucky ($22.00M), American Century Companies Inc. ($9.47M), O Shaughnessy Asset Management LLC ($7.44M), and Eagle Global Advisors LLC ($7.31M).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 97 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 ($201.74K), International Assets Investment Management LLC ($94.95K), FMR LLC ($75.88K), QRG Capital Management Inc. ($53.43K), Todd Asset Management LLC ($51.78K), Healthcare of Ontario Pension Plan Trust Fund ($47.40K), and XY Capital Ltd ($19.94K).

How much institutional buying is happening at ORIX?

Institutional investors have bought a total of 860,987 shares in the last 24 months. This purchase volume represents approximately $81.96M in transactions.

Which ORIX major shareholders have been selling company stock?

Of the 44 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. ($259.93K), Boston Common Asset Management LLC ($24.13K), O Shaughnessy Asset Management LLC ($20.84K), US Bancorp DE ($17.20K), Allspring Global Investments Holdings LLC ($9.75K), Todd Asset Management LLC ($8.94K), and Ritholtz Wealth Management ($6.04K).

How much institutional selling is happening at ORIX?

Institutional investors have sold a total of 399,614 shares in the last 24 months. This volume of shares sold represents approximately $36.65M in transactions.


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This page (NYSE:IX) was last updated on 11/17/2024 by MarketBeat.com Staff
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