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 |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
53,855
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
45,636
shares
|
$1.23 Million
0.29% of portfolio
|
Q2 2025
Added 45.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
45,202
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
44,196
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
43,195
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,663
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 275.79%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
42,318
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 970.53%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
39,597
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Added 598.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
38,571
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
37,035
shares
|
$998,463
0.01% of portfolio
|
Q2 2025
Reduced 15.35%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
36,933
shares
|
$995,713
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
36,581
shares
|
$986,223
0.04% of portfolio
|
Q2 2025
Added 344.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
33,956
shares
|
$915,453
0.0% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
33,533
shares
|
$904,049
0.0% of portfolio
|
Q2 2025
Reduced 70.54%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
32,473
shares
|
$875,472
0.06% of portfolio
|
Q2 2025
Added 41.03%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
32,135
shares
|
$866,359
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
31,623
shares
|
$852,556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
31,566
shares
|
$851,019
0.0% of portfolio
|
Q2 2025
Added 50.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
30,710
shares
|
$827,941
0.0% of portfolio
|
Q2 2025
Added 56.8%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
29,375
shares
|
$791,950
0.11% of portfolio
|
Q2 2025
Added 29.95%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
28,145
shares
|
$758,789
0.0% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
28,002
shares
|
$754,933
0.0% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
26,837
shares
|
$723,525
0.0% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
25,970
shares
|
$700,151
0.06% of portfolio
|
Q2 2025
Added 17.74%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
24,810
shares
|
$668,877
0.02% of portfolio
|
Q1 2025
Added 400.0%
|