Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 4.82 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
28,780
shares
|
$601,214
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
27,859
shares
|
$581,974
0.0% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
27,548
shares
|
$575,477
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
27,132
shares
|
$566,787
0.0% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
22,715
shares
|
$474,516
0.0% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
20,742
shares
|
$433,300
0.71% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,657
shares
|
$389,744
0.0% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
17,641
shares
|
$368,520
0.06% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
17,386
shares
|
$363,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
16,423
shares
|
$343,076
0.02% of portfolio
|
Q1 2025
Added 63.48%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
15,799
shares
|
$330,041
0.06% of portfolio
|
Q1 2025
Added 9139.18%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
14,712
shares
|
$307,333
0.2% of portfolio
|
Q1 2025
Added 360.04%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
14,500
shares
|
$302,905
0.62% of portfolio
|
Q4 2024
Reduced 28.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
14,424
shares
|
$301,317
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
13,663
shares
|
$285,420
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
13,655
shares
|
$285,252
0.02% of portfolio
|
Q4 2024
Added 50.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,536
shares
|
$282,767
0.0% of portfolio
|
Q4 2024
Reduced 20.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,972
shares
|
$250,095
0.05% of portfolio
|
Q3 2023
Added 8.36%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
11,658
shares
|
$243,535
0.09% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
11,629
shares
|
$242,929
1.32% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
11,353
shares
|
$237,164
0.01% of portfolio
|
Q4 2024
Added 38.74%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,771
shares
|
$225,006
0.0% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,479
shares
|
$218,906
0.06% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,233
shares
|
$213,767
0.0% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
9,770
shares
|
$204,095
0.0% of portfolio
|
Q4 2024
Added 40.62%
|