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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,536
shares
|
$94,757
0.0% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
4,484
shares
|
$93,670
0.0% of portfolio
|
Q4 2024
Reduced 31.8%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,419
shares
|
$92,312
0.02% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,375
shares
|
$91,393
0.04% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,188
shares
|
$87,487
0.05% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,847
shares
|
$80,363
0.0% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,734
shares
|
$78,003
0.0% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
3,730
shares
|
$77,919
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,627
shares
|
$75,768
0.01% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
3,626
shares
|
$75,747
0.01% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,615
shares
|
$75,517
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,503
shares
|
$73,177
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,460
shares
|
$72,279
0.0% of portfolio
|
Q4 2024
Added 30.62%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,316
shares
|
$69,271
0.0% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,212
shares
|
$67,098
0.0% of portfolio
|
Q4 2024
Reduced 41.59%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
3,198
shares
|
$66,806
0.2% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
3,141
shares
|
$65,615
0.0% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
3,036
shares
|
$63,422
0.01% of portfolio
|
Q4 2024
Added 111.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,941
shares
|
$61,437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,937
shares
|
$61,353
0.0% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,866
shares
|
$59,870
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,806
shares
|
$58,617
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,762
shares
|
$57,698
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,692
shares
|
$56,235
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
2,685
shares
|
$56,089
0.03% of portfolio
|
Q2 2024
New holding
|