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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,043,469
shares
|
$132 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,375,278
shares
|
$62.3 Million
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Todd Asset Management LLC
|
Nov 07, 2025 Q3 2025 |
1,847,014
shares
|
$48.4 Million
1.02% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
1,147,000
shares
|
$30.1 Million
0.23% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,089,613
shares
|
$28.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
639,305
shares
|
$16.8 Million
0.01% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
628,109
shares
|
$16.5 Million
0.05% of portfolio
|
Q3 2025
Added 30.5%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
314,910
shares
|
$8.26 Million
0.33% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Henry James International Management Inc.
|
Oct 27, 2025 Q3 2025 |
239,544
shares
|
$6.28 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
237,483
shares
|
$6.23 Million
0.04% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
235,079
shares
|
$6.17 Million
0.34% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
219,103
shares
|
$5.75 Million
0.0% of portfolio
|
Q3 2025
Added 42.9%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
207,869
shares
|
$5.45 Million
0.06% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
205,388
shares
|
$5.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.19%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
198,391
shares
|
$5.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
196,944
shares
|
$5.17 Million
0.83% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
179,870
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
169,101
shares
|
$4.44 Million
0.0% of portfolio
|
Q3 2025
Added 84.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
154,095
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
134,217
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
134,141
shares
|
$3.52 Million
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
131,509
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
125,085
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.71%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
123,384
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
117,320
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2025
Added 4.9%
|
|