Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $416 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
22,348
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
21,560
shares
|
$2.29 Million
0.68% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
20,400
shares
|
$2.16 Million
0.89% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,370
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
Added 47.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
18,746
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
18,146
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
17,913
shares
|
$1.9 Million
0.2% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
17,688
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 469.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,034
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
16,229
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
15,163
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
14,850
shares
|
$1.57 Million
0.15% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
14,114
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
13,956
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Added 47.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,062
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 19.15%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,972
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2023
Added 8.36%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,829
shares
|
$1.25 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
10,771
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,657
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,479
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
10,162
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
9,452
shares
|
$1 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
9,098
shares
|
$964,478
0.01% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,095
shares
|
$964,160
0.05% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
8,750
shares
|
$927,587
0.01% of portfolio
|
Q4 2023
Reduced 14.31%
|