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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
360
shares
|
$9,442
0.0% of portfolio
|
Q3 2025
Added 453.85%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
355
shares
|
$9,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
322
shares
|
$8,446
0.0% of portfolio
|
Q3 2025
Added 62.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
320
shares
|
$8,393
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
290
shares
|
$7,606
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
268
shares
|
$7,029
0.0% of portfolio
|
Q3 2025
Added 44.86%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
265
shares
|
$6,950
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
260
shares
|
$6,819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
260
shares
|
$6,819
0.0% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
245
shares
|
$6,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
215
shares
|
$5,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
215
shares
|
$5,639
0.01% of portfolio
|
Q2 2022
Reduced 34.85%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
210
shares
|
$5,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
189
shares
|
$4,957
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
180
shares
|
$4,721
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
175
shares
|
$4,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
168
shares
|
$4,406
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
165
shares
|
$4,327
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
140
shares
|
$3,672
0.0% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
140
shares
|
$3,672
0.0% of portfolio
|
Q3 2025
Added 180.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
135
shares
|
$3,541
0.0% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
120
shares
|
$3,147
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
115
shares
|
$3,016
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
105
shares
|
$2,754
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
101
shares
|
$2,649
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|