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ORIX (IX) Institutional Ownership

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$100.27 -1.41 (-1.39%)
As of 01:22 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)
92
Total
Institutional Inflows
(last 12 months)
$68.32M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$12.99M
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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
2/19/2025 Parr Mcknight Wealth Management Group LLC13,663$1.45M0.2%N/A0.006%
2/18/2025 Vise 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%
2/17/2025 Laird Norton Wetherby Wealth Management LLC8,235$875K0.0%-9.5%0.003%
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%
2/14/2025 Aquatic Capital Management LLC1,410$150K0.0%+1,310.0%0.001%
2/14/2025 Teachers Retirement System of The State of Kentucky211,780$22.50M0.2%+7.2%0.087%
2/14/2025 First Trust Advisors LP17,386$1.85M0.0%N/A0.007%
2/13/2025 Marshall Wace LLP2,132$226K0.0%N/A0.001%
2/13/2025 Mariner LLC13,536$1.44M0.0%-20.5%0.006%
2/13/2025 Savvy Advisors Inc.2,692$286K0.0%N/A0.001%
2/13/2025 Townsquare Capital LLC3,734$397K0.0%+23.8%0.002%
2/13/2025 Neuberger Berman Group LLC3,316$352K0.0%-6.7%0.001%
2/13/2025 Raymond James Financial Inc.2,941$312K0.0%N/A0.001%
2/13/2025 Cerity Partners LLC18,657$2.05M0.0%-8.4%0.008%
2/13/2025 Envestnet Asset Management Inc.27,132$2.88M0.0%+5.8%0.011%
2/13/2025 Wells Fargo & Company MN158,296$16.82M0.0%-10.0%0.065%
2/12/2025 National Bank of Canada FI5,000$531K0.0%N/A0.002%
2/12/2025 Franklin Resources Inc.3,141$334K0.0%+10.6%0.001%
2/12/2025 O Shaughnessy Asset Management LLC49,471$5.26M0.0%-6.8%0.020%
2/12/2025 Arrowstreet Capital Limited Partnership34,240$3.64M0.0%-23.0%0.014%
2/12/2025 Orion Portfolio Solutions LLC11,353$1.21M0.0%+38.7%0.005%
2/12/2025 JPMorgan Chase & Co.10,233$1.09M0.0%+39.2%0.004%
2/12/2025 Wambolt & Associates LLC20,742$2.20M0.7%-3.8%0.009%
2/11/2025 LPL Financial LLC2,648$281K0.0%+48.7%0.001%
2/11/2025 Sei Investments Co.22,715$2.41M0.0%+1.6%0.009%
2/11/2025 American Century Companies Inc.85,114$9.04M0.0%+1.3%0.035%
2/11/2025 Summit Global Investments10,046$1.07M0.1%N/A0.004%
2/11/2025 Whittier Trust Co. of Nevada Inc.3,036$323K0.0%+111.1%0.001%
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2/11/2025 Whittier Trust Co.13,655$1.45M0.0%+50.1%0.006%
2/10/2025 PDS Planning Inc1,913$203K0.0%-14.2%0.001%
2/10/2025 Signaturefd LLC3,627$385K0.0%-10.9%0.001%
2/10/2025 Corient Private Wealth LLC4,484$476K0.0%-31.8%0.002%
2/10/2025 Gitterman Wealth Management LLC1,927$205K0.1%+9.2%0.001%
2/10/2025 Envestnet Portfolio Solutions Inc.2,024$215K0.0%N/A0.001%
2/10/2025 Natixis Advisors LLC39,824$4.23M0.0%+0.7%0.016%
2/7/2025 Sequoia Financial Advisors LLC4,536$482K0.0%+6.4%0.002%
2/7/2025 HighTower Advisors LLC9,770$1.04M0.0%+40.6%0.004%
2/7/2025 Dorsey & Whitney Trust CO LLC2,225$236K0.0%+9.7%0.001%
2/7/2025 PNC Financial Services Group Inc.6,908$734K0.0%+3.2%0.003%
2/7/2025 Callan Family Office LLC8,287$880K0.1%N/A0.004%
2/6/2025 Raymond James Financial Inc.2,941$312K0.0%N/A0.001%
2/6/2025 Assetmark Inc.5,914$628K0.0%-68.5%0.003%
2/6/2025 Charles Schwab Investment Management Inc.27,859$2.96M0.0%+6.3%0.012%
2/5/2025 Smartleaf Asset Management LLC1,274$136K0.0%+282.6%0.001%
2/5/2025 US Bancorp DE7,776$826K0.0%+28.9%0.003%
2/5/2025 Henry James International Management Inc.55,773$5.93M2.1%+2.2%0.024%
2/5/2025 QRG Capital Management Inc.54,607$5.80M0.1%+2.2%0.024%
2/4/2025 Todd Asset Management LLC346,220$36.78M0.9%+0.6%0.149%
2/4/2025 Bank of New York Mellon Corp21,181$2.25M0.0%+2.3%0.009%
2/3/2025 Callan Capital LLC11,658$1.24M0.1%-16.5%0.005%
2/3/2025 Ativo Capital Management LLC11,629$1.24M1.2%-1.7%0.005%
2/3/2025 Paradigm Asset Management Co. LLC14,500$1.54M0.4%-28.9%0.006%
1/30/2025 ABC Arbitrage SA8,139$865K0.1%N/A0.004%
1/29/2025 Allspring Global Investments Holdings LLC41,283$4.38M0.0%+133.4%0.018%
1/27/2025 Choreo LLC2,937$313K0.0%-13.8%0.001%
1/23/2025 Caprock Group LLC4,419$469K0.0%+3.5%0.002%
1/23/2025 BTC Capital Management Inc.16,641$1.76M0.2%+12.1%0.007%
1/22/2025 Mount Yale Investment Advisors LLC4,375$465K0.0%+3.0%0.002%
1/22/2025 Blue Trust Inc.7,279$845K0.0%+58.3%0.003%
1/21/2025 Fifth Third Bancorp7,637$811K0.0%-24.8%0.003%
1/21/2025 DGS Capital Management LLC7,894$839K0.2%-1.8%0.003%
1/17/2025 SG Americas Securities LLC1,157$123K0.0%N/A0.000%
1/17/2025 Atomi Financial Group Inc.2,588$275K0.0%-6.8%0.001%
1/16/2025 Crossmark Global Holdings Inc.32,806$3.49M0.1%+14.2%0.014%
1/16/2025 Gilman 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%
12/26/2024 JPMorgan Chase & Co.7,353$853K0.0%+198.9%0.003%
12/10/2024 DGS Capital Management LLC8,036$933K0.3%+21.8%0.003%
11/25/2024 Wilmington Savings Fund Society FSB687$80K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC22,403$2.60M0.1%N/A0.010%
11/20/2024 Virtu Financial LLC9,452$1.10M0.1%N/A0.004%
11/15/2024 MML Investors Services LLC3,298$383K0.0%+12.1%0.001%
11/15/2024 Orion Portfolio Solutions LLC8,183$950K0.0%+1.7%0.004%
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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%
(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, 139 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 122 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 998,132 shares in the last 24 months. This purchase volume represents approximately $102.98M 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 $41.79M in transactions.


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This page (NYSE:IX) was last updated on 2/21/2025 by MarketBeat.com Staff
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