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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,823
shares
|
$47,817
0.02% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,811
shares
|
$47,502
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,787
shares
|
$46,873
0.01% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
1,760
shares
|
$46,164
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,545
shares
|
$40,525
0.03% of portfolio
|
Q2 2025
Added 21.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,534
shares
|
$40,236
0.0% of portfolio
|
Q3 2025
Added 21.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,506
shares
|
$39,502
0.0% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,500
shares
|
$39,345
0.0% of portfolio
|
Q1 2025
Added 351.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,444
shares
|
$37,876
0.0% of portfolio
|
Q3 2025
Added 58.16%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
965
shares
|
$25,311
0.01% of portfolio
|
Q3 2025
Reduced 17.52%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
905
shares
|
$23,738
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
884
shares
|
$23,187
0.0% of portfolio
|
Q3 2025
Added 43.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
750
shares
|
$19,672
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
740
shares
|
$19,410
0.0% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
726
shares
|
$19,042
0.01% of portfolio
|
Q3 2025
Added 97.28%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
685
shares
|
$17,967
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
633
shares
|
$16,603
0.0% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
500
shares
|
$13,115
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
495
shares
|
$12,983
0.0% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
490
shares
|
$12,852
0.0% of portfolio
|
Q2 2025
Reduced 82.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
487
shares
|
$12,774
0.0% of portfolio
|
Q3 2025
Reduced 48.52%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
483
shares
|
$12,669
0.0% of portfolio
|
Q2 2025
Reduced 47.61%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
475
shares
|
$12,459
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
473
shares
|
$12,406
0.0% of portfolio
|
Q3 2025
Added 3538.46%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
427
shares
|
$11,200
0.0% of portfolio
|
Q3 2025
Added 16.99%
|
|