Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 225 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $551 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
134,130
shares
|
$3.62 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
126,198
shares
|
$3.4 Million
0.0% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
111,844
shares
|
$3.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
101,497
shares
|
$2.74 Million
0.19% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
97,031
shares
|
$2.62 Million
0.75% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
96,548
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
92,365
shares
|
$2.49 Million
0.18% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
91,609
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 795.23%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
89,988
shares
|
$2.43 Million
0.13% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
79,972
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Added 79.52%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
77,119
shares
|
$2.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
73,134
shares
|
$1.97 Million
0.06% of portfolio
|
Q2 2025
Added 32.51%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
72,500
shares
|
$1.95 Million
0.62% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
69,576
shares
|
$1.88 Million
0.11% of portfolio
|
Q1 2025
Added 496.81%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
68,357
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
67,964
shares
|
$1.83 Million
0.21% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
66,390
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 33.22%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
66,285
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2025
Added 129.48%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
61,772
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
57,983
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
56,265
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 162.81%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
56,000
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 1020.0%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
55,908
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
55,853
shares
|
$1.51 Million
1.25% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
54,052
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 22.64%
|