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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
15,217
shares
|
$399,141
0.06% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
15,154
shares
|
$397,489
0.0% of portfolio
|
Q3 2025
Added 28.9%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
15,038
shares
|
$394,446
0.01% of portfolio
|
Q3 2025
Added 37.55%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
14,704
shares
|
$385,685
0.03% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
14,645
shares
|
$384,138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
13,821
shares
|
$362,524
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
13,679
shares
|
$358,800
0.01% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
13,400
shares
|
$351,482
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
13,077
shares
|
$343,009
0.17% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
12,858
shares
|
$337,265
0.0% of portfolio
|
Q3 2025
Reduced 44.11%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
12,420
shares
|
$325,776
0.02% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
12,243
shares
|
$321,133
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
12,225
shares
|
$320,661
0.0% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,972
shares
|
$314,025
0.05% of portfolio
|
Q3 2023
Added 8.36%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
11,795
shares
|
$309,382
0.02% of portfolio
|
Q3 2025
Added 22.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
11,669
shares
|
$306,077
0.0% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
11,324
shares
|
$297,028
0.05% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
11,287
shares
|
$296,058
0.02% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
11,263
shares
|
$295,428
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
11,001
shares
|
$288,556
0.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
10,747
shares
|
$281,893
0.08% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
10,545
shares
|
$276,595
0.03% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,479
shares
|
$274,864
0.06% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,428
shares
|
$273,526
0.01% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
9,559
shares
|
$250,732
0.14% of portfolio
|
Q3 2025
New holding
|
|