Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 204 institutions that hold shares in the stock, with a total of 5.14 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,806
shares
|
$55,334
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,762
shares
|
$54,466
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,692
shares
|
$53,086
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
2,685
shares
|
$52,948
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,648
shares
|
$52,218
0.0% of portfolio
|
Q4 2024
Added 48.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
2,588
shares
|
$51,035
0.01% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,567
shares
|
$50,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,554
shares
|
$50,364
0.02% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
2,550
shares
|
$50,286
0.02% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,494
shares
|
$49,181
0.02% of portfolio
|
Q2 2022
Reduced 6.49%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
2,441
shares
|
$48,136
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,380
shares
|
$46,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
2,225
shares
|
$43,877
0.01% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
2,224
shares
|
$43,857
0.01% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,159
shares
|
$42,575
0.0% of portfolio
|
Q2 2024
Reduced 27.04%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
2,132
shares
|
$42,043
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
2,090
shares
|
$41,214
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,038
shares
|
$40,189
0.0% of portfolio
|
Q4 2024
Reduced 53.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
2,024
shares
|
$39,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,980
shares
|
$39,045
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,927
shares
|
$38,000
0.09% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
1,913
shares
|
$37,724
0.02% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,811
shares
|
$35,712
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
1,630
shares
|
$32,143
0.01% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,563
shares
|
$30,822
0.0% of portfolio
|
Q1 2025
Added 234.69%
|