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 |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
24,810
shares
|
$650,766
0.02% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
24,766
shares
|
$649,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
23,656
shares
|
$620,496
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
23,639
shares
|
$620,050
0.03% of portfolio
|
Q3 2025
Added 96.45%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
23,542
shares
|
$617,506
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
23,225
shares
|
$609,191
0.1% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
23,187
shares
|
$608,195
0.04% of portfolio
|
Q3 2025
Added 21.04%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
22,922
shares
|
$601,244
0.3% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
21,383
shares
|
$560,876
0.03% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
21,117
shares
|
$553,898
0.0% of portfolio
|
Q3 2025
Added 33.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
19,954
shares
|
$523,393
0.01% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
19,589
shares
|
$513,819
0.02% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
19,364
shares
|
$507,917
0.0% of portfolio
|
Q1 2025
Added 601.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
18,957
shares
|
$497,242
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
18,586
shares
|
$487,510
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
18,039
shares
|
$473,162
0.0% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
17,691
shares
|
$464,034
0.0% of portfolio
|
Q3 2025
Reduced 37.14%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
17,524
shares
|
$459,654
0.0% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
17,197
shares
|
$451,077
0.0% of portfolio
|
Q3 2025
Added 33.48%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
17,064
shares
|
$447,588
0.0% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
16,889
shares
|
$442,998
0.01% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
16,750
shares
|
$439,352
0.01% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
16,258
shares
|
$426,447
0.05% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
16,147
shares
|
$423,535
0.0% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
15,585
shares
|
$408,794
0.02% of portfolio
|
Q3 2025
Added 8.08%
|
|