Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 20.4 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
368
shares
|
$9,365
0.01% of portfolio
|
Q2 2025
Added 268.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
365
shares
|
$9,289
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
361
shares
|
$9,187
0.0% of portfolio
|
Q2 2025
Added 1344.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
334
shares
|
$8,500
0.0% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
290
shares
|
$7,380
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
265
shares
|
$6,744
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
260
shares
|
$6,617
0.0% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
245
shares
|
$6,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
215
shares
|
$5,471
0.01% of portfolio
|
Q2 2022
Reduced 34.85%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
210
shares
|
$5,344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
198
shares
|
$5,039
0.0% of portfolio
|
Q2 2025
Reduced 91.33%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
185
shares
|
$4,708
0.0% of portfolio
|
Q2 2025
Added 42.31%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
175
shares
|
$4,453
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
168
shares
|
$4,275
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
165
shares
|
$4,199
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
140
shares
|
$3,563
0.0% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
135
shares
|
$3,435
0.0% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
120
shares
|
$3,054
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
115
shares
|
$2,926
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
105
shares
|
$2,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
101
shares
|
$2,570
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
81
shares
|
$2,061
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
76
shares
|
$1,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
70
shares
|
$1,781
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
65
shares
|
$1,654
0.0% of portfolio
|
Q1 2025
Added 150.0%
|