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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,252
shares
|
$242,679
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
8,795
shares
|
$230,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8,464
shares
|
$222,010
0.01% of portfolio
|
Q3 2025
Added 25.5%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
8,280
shares
|
$217,184
0.0% of portfolio
|
Q3 2025
Reduced 43.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,233
shares
|
$215,951
0.0% of portfolio
|
Q3 2025
Added 576.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
8,206
shares
|
$215,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,190
shares
|
$214,823
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
8,077
shares
|
$211,859
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
7,964
shares
|
$208,895
0.01% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
7,894
shares
|
$207,059
0.22% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
7,888
shares
|
$206,902
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
7,596
shares
|
$199,243
0.05% of portfolio
|
Q2 2022
Added 0.62%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
6,274
shares
|
$164,567
0.01% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,045
shares
|
$158,560
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,597
shares
|
$146,809
0.01% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4,716
shares
|
$123,700
0.0% of portfolio
|
Q3 2025
Added 89.86%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
4,497
shares
|
$117,956
0.0% of portfolio
|
Q3 2025
Added 217.36%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
4,164
shares
|
$109,221
0.0% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,503
shares
|
$91,883
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,393
shares
|
$88,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
3,050
shares
|
$80,001
0.04% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,866
shares
|
$75,175
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,806
shares
|
$73,601
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,494
shares
|
$65,417
0.02% of portfolio
|
Q2 2022
Reduced 6.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,052
shares
|
$53,823
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|