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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
128
shares
|
$2,673
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
125
shares
|
$2,611
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
100
shares
|
$2,089
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
95
shares
|
$1,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
95
shares
|
$1,984
0.0% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
85
shares
|
$1,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
74
shares
|
$1,545
0.0% of portfolio
|
Q2 2024
Reduced 44.78%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
72
shares
|
$1,504
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
68
shares
|
$1,420
0.0% of portfolio
|
Q4 2024
Added 325.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
65
shares
|
$1,357
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
64
shares
|
$1,336
0.0% of portfolio
|
Q2 2024
Reduced 58.17%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
63
shares
|
$1,316
0.0% of portfolio
|
Q4 2021
Reduced 5.97%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
62
shares
|
$1,295
0.0% of portfolio
|
Q4 2024
Added 226.32%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
62
shares
|
$1,295
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
58
shares
|
$1,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
53
shares
|
$1,107
0.0% of portfolio
|
Q1 2024
Added 130.43%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
53
shares
|
$1,107
0.0% of portfolio
|
Q4 2024
Reduced 82.27%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
53
shares
|
$1,107
0.0% of portfolio
|
Q3 2024
Added 278.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$1,044
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
47
shares
|
$981
0.0% of portfolio
|
Q3 2024
Added 235.71%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
42
shares
|
$877
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
37
shares
|
$772
0.0% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
36
shares
|
$752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
35
shares
|
$731
0.0% of portfolio
|
Q4 2024
Reduced 73.08%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
34
shares
|
$710
0.0% of portfolio
|
Q4 2024
New holding
|