Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 236 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $519 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
51,421
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 22.42%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
50,581
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.0%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
46,281
shares
|
$1.21 Million
0.33% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
46,205
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,663
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 275.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
40,868
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
40,174
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
40,090
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 30.54%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
37,437
shares
|
$981,972
0.01% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
35,962
shares
|
$943,283
0.04% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
34,747
shares
|
$911,413
0.0% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
34,593
shares
|
$907,374
0.0% of portfolio
|
Q3 2025
Added 140.71%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
34,563
shares
|
$906,587
0.0% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
34,100
shares
|
$894,443
1.44% of portfolio
|
Q3 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
33,229
shares
|
$871,596
0.0% of portfolio
|
Q3 2025
Reduced 90.93%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
32,135
shares
|
$842,901
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
31,284
shares
|
$820,579
0.0% of portfolio
|
Q3 2025
Added 27.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
30,692
shares
|
$805,051
0.0% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
30,007
shares
|
$787,083
0.0% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
29,985
shares
|
$786,506
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
28,963
shares
|
$759,699
0.0% of portfolio
|
Q3 2025
Reduced 32.95%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
26,563
shares
|
$696,747
0.0% of portfolio
|
Q3 2025
Reduced 20.79%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
26,167
shares
|
$686,360
0.0% of portfolio
|
Q3 2025
Reduced 88.83%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
25,410
shares
|
$666,504
0.02% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
25,301
shares
|
$663,645
0.05% of portfolio
|
Q3 2025
Added 21.6%
|
|