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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
34
shares
|
$710
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
31
shares
|
$647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
28
shares
|
$584
0.0% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
27
shares
|
$564
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
26
shares
|
$543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
26
shares
|
$543
0.0% of portfolio
|
Q1 2022
Reduced 81.97%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
26
shares
|
$543
0.0% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
23
shares
|
$480
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
23
shares
|
$480
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$376
0.0% of portfolio
|
Q4 2024
Reduced 58.14%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
16
shares
|
$334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
13
shares
|
$271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
13
shares
|
$271
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10
shares
|
$208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
9
shares
|
$188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
8
shares
|
$167
0.0% of portfolio
|
Q2 2023
Added 14.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7
shares
|
$146
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
7
shares
|
$146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
6
shares
|
$125
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
6
shares
|
$125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
6
shares
|
$125
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
4
shares
|
$83
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$83
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
3
shares
|
$62
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
2
shares
|
$41
0.0% of portfolio
|
Q4 2024
New holding
|