Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 4.07 Million shares, which have been reported (via 13F filing form) to have a value of $85.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
22,715
shares
|
$474,516
0.0% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
20,742
shares
|
$433,300
0.71% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,657
shares
|
$389,744
0.0% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
17,920
shares
|
$374,348
0.18% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
17,641
shares
|
$368,520
0.06% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
17,386
shares
|
$363,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
16,641
shares
|
$347,630
0.16% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
14,500
shares
|
$302,905
0.62% of portfolio
|
Q4 2024
Reduced 28.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
14,424
shares
|
$301,317
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
13,663
shares
|
$285,420
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
13,655
shares
|
$285,252
0.02% of portfolio
|
Q4 2024
Added 50.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,536
shares
|
$282,767
0.0% of portfolio
|
Q4 2024
Reduced 20.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,972
shares
|
$250,095
0.05% of portfolio
|
Q3 2023
Added 8.36%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
11,658
shares
|
$243,535
0.09% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
11,629
shares
|
$242,929
1.32% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
11,353
shares
|
$237,164
0.01% of portfolio
|
Q4 2024
Added 38.74%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,771
shares
|
$225,006
0.0% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
10,648
shares
|
$222,436
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,479
shares
|
$218,906
0.06% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,233
shares
|
$213,767
0.0% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
10,046
shares
|
$209,860
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
9,770
shares
|
$204,095
0.0% of portfolio
|
Q4 2024
Added 40.62%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,183
shares
|
$191,832
0.0% of portfolio
|
Q4 2024
Added 316.46%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
8,750
shares
|
$182,787
0.01% of portfolio
|
Q4 2023
Reduced 14.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,732
shares
|
$182,411
0.0% of portfolio
|
Q4 2024
Added 1.52%
|