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ORIX (IX) Institutional Ownership

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$20.37 -0.61 (-2.91%)
As of 12:03 PM Eastern

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

Current
Institutional Ownership
Percentage
1.73%
Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$13.66M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$2.52M
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IX Institutional Buying and Selling by Quarter

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ORIX Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025Parr Mcknight Wealth Management Group LLC13,663$1.45M0.2%N/A0.006%
2/18/2025Vise Technologies Inc.5,668$602K0.1%N/A0.002%
2/17/2025Two Sigma Investments LP2,567$273K0.0%N/A0.001%
2/17/2025Quantinno Capital Management LP45,376$4.82M0.0%+28.9%0.019%
2/17/2025Millennium Management LLC6,535$694K0.0%N/A0.003%
2/17/2025Laird Norton Wetherby Wealth Management LLC8,235$875K0.0%-9.5%0.003%
2/17/2025Ethic Inc.2,038$216K0.0%-53.4%0.001%
2/17/2025D. E. Shaw & Co. Inc.9,183$976K0.0%+316.5%0.004%
2/17/2025Eagle Global Advisors LLC80,704$8.57M0.4%+3.2%0.033%
2/17/2025Citadel Advisors LLC6,612$702K0.0%+59.4%0.003%
2/17/2025Bank of America Corp DE424,770$45.12M0.0%+1.3%0.175%
2/17/2025BNP Paribas Financial Markets3,437$365K0.0%+18.5%0.001%
2/17/2025Ameriprise Financial Inc.3,615$385K0.0%-8.2%0.001%
2/14/2025Mercer Global Advisors Inc. ADV35,163$3.74M0.0%-10.8%0.014%
2/14/2025Lido Advisors LLC2,380$253K0.0%N/A0.001%
2/14/2025Northern Trust Corp213,971$22.73M0.0%+62.8%0.088%
2/14/2025Aquatic Capital Management LLC1,410$150K0.0%+1,310.0%0.001%
2/14/2025Teachers Retirement System of The State of Kentucky211,780$22.50M0.2%+7.2%0.087%
2/14/2025First Trust Advisors LP17,386$1.85M0.0%N/A0.007%
2/13/2025Marshall Wace LLP2,132$226K0.0%N/A0.001%
2/13/2025Mariner LLC13,536$1.44M0.0%-20.5%0.006%
2/13/2025Savvy Advisors Inc.2,692$286K0.0%N/A0.001%
2/13/2025Townsquare Capital LLC3,734$397K0.0%+23.8%0.002%
2/13/2025Neuberger Berman Group LLC3,316$352K0.0%-6.7%0.001%
2/13/2025Raymond James Financial Inc.2,941$312K0.0%N/A0.001%
2/13/2025Cerity Partners LLC18,657$2.05M0.0%-8.4%0.008%
2/13/2025Envestnet Asset Management Inc.27,132$2.88M0.0%+5.8%0.011%
2/13/2025Wells Fargo & Company MN158,296$16.82M0.0%-10.0%0.065%
2/12/2025National Bank of Canada FI5,000$531K0.0%N/A0.002%
2/12/2025Franklin Resources Inc.3,141$334K0.0%+10.6%0.001%
2/12/2025O Shaughnessy Asset Management LLC49,471$5.26M0.0%-6.8%0.020%
2/12/2025Arrowstreet Capital Limited Partnership34,240$3.64M0.0%-23.0%0.014%
2/12/2025Orion Portfolio Solutions LLC11,353$1.21M0.0%+38.7%0.005%
2/12/2025JPMorgan Chase & Co.10,233$1.09M0.0%+39.2%0.004%
2/12/2025Wambolt & Associates LLC20,742$2.20M0.7%-3.8%0.009%
2/11/2025LPL Financial LLC2,648$281K0.0%+48.7%0.001%
2/11/2025Sei Investments Co.22,715$2.41M0.0%+1.6%0.009%
2/11/2025American Century Companies Inc.85,114$9.04M0.0%+1.3%0.035%
2/11/2025Summit Global Investments10,046$1.07M0.1%N/A0.004%
2/11/2025Whittier Trust Co. of Nevada Inc.3,036$323K0.0%+111.1%0.001%
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2/11/2025Whittier Trust Co.13,655$1.45M0.0%+50.1%0.006%
2/10/2025PDS Planning Inc1,913$203K0.0%-14.2%0.001%
2/10/2025Signaturefd LLC3,627$385K0.0%-10.9%0.001%
2/10/2025Corient Private Wealth LLC4,484$476K0.0%-31.8%0.002%
2/10/2025Gitterman Wealth Management LLC1,927$205K0.1%+9.2%0.001%
2/10/2025Envestnet Portfolio Solutions Inc.2,024$215K0.0%N/A0.001%
2/10/2025Natixis Advisors LLC39,824$4.23M0.0%+0.7%0.016%
2/7/2025Sequoia Financial Advisors LLC4,536$482K0.0%+6.4%0.002%
2/7/2025HighTower Advisors LLC9,770$1.04M0.0%+40.6%0.004%
2/7/2025Dorsey & Whitney Trust CO LLC2,225$236K0.0%+9.7%0.001%
2/7/2025PNC Financial Services Group Inc.6,908$734K0.0%+3.2%0.003%
2/7/2025Callan Family Office LLC8,287$880K0.1%N/A0.004%
2/6/2025Raymond James Financial Inc.2,941$312K0.0%N/A0.001%
2/6/2025Assetmark Inc.5,914$628K0.0%-68.5%0.003%
2/6/2025Charles Schwab Investment Management Inc.27,859$2.96M0.0%+6.3%0.012%
2/5/2025Smartleaf Asset Management LLC1,274$136K0.0%+282.6%0.001%
2/5/2025US Bancorp DE7,776$826K0.0%+28.9%0.003%
2/5/2025Henry James International Management Inc.55,773$5.93M2.1%+2.2%0.024%
2/5/2025QRG Capital Management Inc.54,607$5.80M0.1%+2.2%0.024%
2/4/2025Todd Asset Management LLC346,220$36.78M0.9%+0.6%0.149%
2/4/2025Bank of New York Mellon Corp21,181$2.25M0.0%+2.3%0.009%
2/3/2025Callan Capital LLC11,658$1.24M0.1%-16.5%0.005%
2/3/2025Ativo Capital Management LLC11,629$1.24M1.2%-1.7%0.005%
2/3/2025Paradigm Asset Management Co. LLC14,500$1.54M0.4%-28.9%0.006%
1/30/2025ABC Arbitrage SA8,139$865K0.1%N/A0.004%
1/29/2025Allspring Global Investments Holdings LLC41,283$4.38M0.0%+133.4%0.018%
1/27/2025Choreo LLC2,937$313K0.0%-13.8%0.001%
1/23/2025Caprock Group LLC4,419$469K0.0%+3.5%0.002%
1/23/2025BTC Capital Management Inc.16,641$1.76M0.2%+12.1%0.007%
1/22/2025Mount Yale Investment Advisors LLC4,375$465K0.0%+3.0%0.002%
1/22/2025Blue Trust Inc.7,279$845K0.0%+58.3%0.003%
1/21/2025Fifth Third Bancorp7,637$811K0.0%-24.8%0.003%
1/21/2025DGS Capital Management LLC7,894$839K0.2%-1.8%0.003%
1/17/2025SG Americas Securities LLC1,157$123K0.0%N/A0.000%
1/17/2025Atomi Financial Group Inc.2,588$275K0.0%-6.8%0.001%
1/16/2025Crossmark Global Holdings Inc.32,806$3.49M0.1%+14.2%0.014%
1/16/2025Gilman Hill Asset Management LLC36,590$3.89M0.7%+8.2%0.016%
1/15/2025Aaron Wealth Advisors LLC4,188$445K0.1%+6.6%0.002%
1/15/2025Boston Common Asset Management LLC45,074$4.79M0.1%-7.1%0.019%
1/15/2025Ritholtz Wealth Management17,641$1.87M0.1%-2.8%0.008%
1/14/2025Park Avenue Securities LLC3,460$368K0.0%+30.6%0.001%
1/14/2025Kathmere Capital Management LLC5,000$531K0.0%-4.3%0.002%
1/3/2025GAMMA Investing LLC1,288$137K0.0%-16.0%0.001%
12/26/2024JPMorgan Chase & Co.7,353$853K0.0%+198.9%0.003%
12/10/2024DGS Capital Management LLC8,036$933K0.3%+21.8%0.003%
11/25/2024Wilmington Savings Fund Society FSB687$80K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC22,403$2.60M0.1%N/A0.010%
11/20/2024Virtu Financial LLC9,452$1.10M0.1%N/A0.004%
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%
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11/15/2024Quantinno Capital Management LP35,200$4.09M0.1%+20.0%0.015%
11/14/2024Captrust Financial Advisors2,315$269K0.0%+8.9%0.001%
11/14/2024Financial Counselors Inc.3,626$421K0.0%+9.6%0.002%
11/13/2024Glenmede Trust Co. NA2,804$325K0.0%+6.3%0.001%
11/13/2024Townsquare Capital LLC3,016$350K0.0%N/A0.001%
11/13/2024BNP Paribas Financial Markets2,900$337K0.0%-3.4%0.001%
11/13/2024FMR LLC647,689$75.16M0.0%+9.9%0.279%
11/12/2024Pitcairn Co.2,181$253K0.0%-6.5%0.001%
11/12/2024Cerity Partners LLC20,370$2.36M0.0%+47.0%0.009%
11/12/2024Charles Schwab Investment Management Inc.26,209$3.04M0.0%+12.8%0.011%
(Data available from 1/1/2016 forward)

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IX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IX shares?

During the previous two years, 138 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 ($36.78M), Northern Trust Corp ($22.73M), Teachers Retirement System of The State of Kentucky ($22.50M), Wells Fargo & Company MN ($16.82M), and American Century Companies Inc. ($9.04M).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 121 institutional investors that purchased ORIX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($94.95K), Teachers Retirement System of The State of Kentucky ($89.54K), Northern Trust Corp ($82.53K), FMR LLC ($75.88K), QRG Capital Management Inc. ($54.61K), Todd Asset Management LLC ($52.02K), and Healthcare of Ontario Pension Plan Trust Fund ($47.40K).

How much institutional buying is happening at ORIX?

Institutional investors have bought a total of 997,269 shares in the last 24 months. This purchase volume represents approximately $20.58M in transactions.

Which ORIX major shareholders have been selling company stock?

Of the 56 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), O Shaughnessy Asset Management LLC ($24.47K), Boston Common Asset Management LLC ($20.45K), Wells Fargo & Company MN ($17.62K), US Bancorp DE ($17.20K), Assetmark Inc. ($15.06K), and Arrowstreet Capital Limited Partnership ($10.20K).

How much institutional selling is happening at ORIX?

Institutional investors have sold a total of 438,800 shares in the last 24 months. This volume of shares sold represents approximately $8.36M in transactions.



This page (NYSE:IX) was last updated on 4/3/2025 by MarketBeat.com Staff
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