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ORIX (IX) Institutional Ownership

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$103.64 +0.90 (+0.88%)
As of 04:00 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)
73
Total
Institutional Inflows
(last 12 months)
$46.95M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$6.18M
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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
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%
1/15/2025 Aaron Wealth Advisors LLC4,188$445K0.1%+6.6%0.002%
1/15/2025 Boston Common Asset Management LLC45,074$4.79M0.1%-7.1%0.019%
1/15/2025 Ritholtz Wealth Management17,641$1.87M0.1%-2.8%0.008%
1/14/2025 Park Avenue Securities LLC3,460$368K0.0%+30.6%0.001%
1/14/2025 Kathmere Capital Management LLC5,000$531K0.0%-4.3%0.002%
1/3/2025 GAMMA 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%
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%
11/8/2024Advisors Asset Management Inc.7,474$867K0.0%+18.2%0.003%
11/7/2024Caprock Group LLC4,271$496K0.0%+7.6%0.002%
11/7/2024Pathstone Holdings LLC27,603$3.20M0.0%-2.2%0.012%
11/6/2024Natixis Advisors LLC39,530$4.59M0.0%+2.6%0.017%
11/4/2024Crossmark Global Holdings Inc.28,722$3.33M0.1%+52.1%0.012%
10/30/2024PDS Planning Inc2,229$259K0.0%+7.0%0.001%
10/30/2024QRG Capital Management Inc.53,429$6.20M0.1%+1.3%0.023%
10/30/2024Henry James International Management Inc.54,555$6.33M2.2%-9.9%0.023%
10/28/2024US Bancorp DE6,034$700K0.0%-3.4%0.003%
10/25/2024First 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%
10/22/2024Sequoia Financial Advisors LLC4,263$495K0.0%-4.2%0.002%
10/21/2024Whittier Trust Co. of Nevada Inc.1,438$167K0.0%+26.9%0.001%
10/21/2024Whittier Trust Co.9,098$1.06M0.0%+7.5%0.004%
10/19/2024Allspring 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%
10/17/2024 Aaron Wealth Advisors LLC3,929$456K0.1%+7.3%0.002%
10/11/2024Creative Planning4,676$543K0.0%+6.6%0.002%
10/10/2024Gilman 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%
10/10/2024First 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%
10/8/2024Atomi 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%
8/21/2024Truist Financial Corp1,915$213K0.0%+4.7%0.001%
8/16/2024 Kathmere Capital Management LLC4,780$532K0.1%+12.6%0.002%
8/15/2024AQR Capital Management LLC3,762$419K0.0%+79.3%0.002%
8/13/2024Sei Investments Co.20,673$2.30M0.0%+6.2%0.009%
8/13/2024Callan Capital LLC9,455$1.05M0.1%+23.7%0.004%
8/12/2024Vanguard Personalized Indexing Management LLC23,956$2.66M0.1%+20.8%0.010%
8/12/2024Mercer Global Advisors Inc. ADV37,902$4.22M0.0%+0.5%0.016%
8/9/2024Dimensional Fund Advisors LP12,904$1.44M0.0%-6.6%0.006%
8/8/2024Envestnet Asset Management Inc.25,165$2.80M0.0%-18.0%0.011%
8/8/2024Wambolt & Associates LLC20,473$2.27M0.7%+3.4%0.009%
8/8/2024Johnson Investment Counsel Inc.2,159$240K0.0%-27.0%0.001%
8/8/2024American Century Companies Inc.85,051$9.47M0.0%+6.0%0.037%
8/7/2024Choreo LLC2,831$314K0.0%N/A0.001%
8/6/2024Ballentine Partners LLC2,020$225K0.0%N/A0.001%
8/6/2024Caprock Group LLC3,971$442K0.0%N/A0.002%
8/6/2024Lake Street Advisors Group LLC2,854$318K0.0%-5.0%0.001%
8/5/2024Addison Advisors LLC259$29K0.0%N/A0.000%
8/1/2024Rhumbline Advisers10,407$1.16M0.0%-3.6%0.004%
8/1/2024Financial Counselors Inc.3,309$368K0.0%+8.5%0.001%
8/1/2024Natixis Advisors LLC38,537$4.29M0.0%+9.6%0.017%
8/1/2024 Ritholtz Wealth Management16,328$1.82M0.1%-2.7%0.007%
7/29/2024Crossmark Global Holdings Inc.18,883$2.10M0.0%-1.4%0.008%
7/29/2024Whittier Trust Co. of Nevada Inc.1,133$126K0.0%+143.7%0.000%
7/29/2024Whittier Trust Co.8,465$942K0.0%+10.9%0.004%
7/26/2024Atomi Financial Group Inc.2,241$249K0.0%+16.2%0.001%
7/26/2024Allspring Global Investments Holdings LLC3,104$345K0.0%+268.6%0.001%
7/26/2024Bank of New York Mellon Corp19,461$2.17M0.0%+6.5%0.008%
7/22/2024 Aaron Wealth Advisors LLC3,660$407K0.1%+5.2%0.002%
7/22/2024Fifth Third Bancorp10,095$1.12M0.0%+8.9%0.004%
7/19/2024BTC 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%
7/17/2024Cottonwood Capital Advisors LLC1,869$211K0.2%N/A0.001%
7/16/2024Sequoia Financial Advisors LLC4,451$495K0.0%+4.5%0.002%
7/12/2024QRG Capital Management Inc.52,757$5.87M0.1%+1.7%0.023%
7/10/2024First Affirmative Financial Network2,502$278K0.2%+9.8%0.001%
7/10/2024CWM 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%
6/11/2024EverSource 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%
5/15/2024Ascent Group LLC1,925$212K0.0%N/A0.001%
5/15/2024Mount Yale Investment Advisors LLC4,293$473K0.0%-37.2%0.002%
5/14/2024Advisors Asset Management Inc.5,611$618K0.0%+22.3%0.002%
5/14/2024Pitcairn Co.2,069$228K0.0%N/A0.001%
5/13/2024O Shaughnessy Asset Management LLC67,550$7.44M0.1%-6.1%0.029%
(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, 114 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 102 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), FMR LLC ($75.88K), Teachers Retirement System of The State of Kentucky ($75.40K), QRG Capital Management Inc. ($53.43K), Todd Asset Management LLC ($51.78K), Healthcare of Ontario Pension Plan Trust Fund ($47.40K), and World Investment Advisors LLC ($22.40K).

How much institutional buying is happening at ORIX?

Institutional investors have bought a total of 782,609 shares in the last 24 months. This purchase volume represents approximately $78.50M in transactions.

Which ORIX major shareholders have been selling company stock?

Of the 45 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 ($27.58K), 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 ($6.54K).

How much institutional selling is happening at ORIX?

Institutional investors have sold a total of 403,512 shares in the last 24 months. This volume of shares sold represents approximately $37.08M in transactions.


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This page (NYSE:IX) was last updated on 1/17/2025 by MarketBeat.com Staff
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