Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,029,222
shares
|
$111 Million
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
419,469
shares
|
$45.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Todd Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
343,996
shares
|
$37.1 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
198,391
shares
|
$21.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
197,640
shares
|
$21.3 Million
0.2% of portfolio
|
Q2 2024
Added 12.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
175,915
shares
|
$19 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
131,442
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
84,050
shares
|
$9.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
78,199
shares
|
$8.44 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Henry James International Management Inc.
|
Oct 29, 2024 Q3 2024 |
54,555
shares
|
$5.89 Million
2.26% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
53,429
shares
|
$5.77 Million
0.07% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
53,107
shares
|
$5.73 Million
0.06% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
48,519
shares
|
$5.24 Million
0.15% of portfolio
|
Q3 2024
Reduced 13.3%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
47,400
shares
|
$5.12 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
44,444
shares
|
$4.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
39,530
shares
|
$4.27 Million
0.01% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
39,434
shares
|
$4.26 Million
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
36,672
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
35,200
shares
|
$3.8 Million
0.05% of portfolio
|
Q3 2024
Added 20.01%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
33,815
shares
|
$3.65 Million
0.66% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
28,722
shares
|
$3.1 Million
0.06% of portfolio
|
Q3 2024
Added 52.11%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
28,679
shares
|
$3.1 Million
0.05% of portfolio
|
Q3 2024
Added 19.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
27,603
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
26,209
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
25,636
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Added 1.87%
|