Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
44,073
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Added 466.78%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
43,750
shares
|
$992,687
0.01% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
43,196
shares
|
$980,117
0.0% of portfolio
|
Q4 2024
Reduced 75.35%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,663
shares
|
$968,023
0.01% of portfolio
|
Q1 2025
Added 275.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
42,512
shares
|
$964,597
0.0% of portfolio
|
Q1 2025
Added 335.13%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
39,447
shares
|
$895,052
0.02% of portfolio
|
Q1 2025
Added 414.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
38,081
shares
|
$864,057
0.0% of portfolio
|
Q1 2025
Added 336.11%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
36,580
shares
|
$830,000
0.0% of portfolio
|
Q1 2025
Added 378.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
34,346
shares
|
$779,310
0.0% of portfolio
|
Q1 2025
Added 397.19%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
32,135
shares
|
$729,143
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
31,448
shares
|
$713,555
0.19% of portfolio
|
Q1 2025
Added 406.41%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
29,430
shares
|
$667,766
0.0% of portfolio
|
Q1 2025
Added 397.63%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
28,885
shares
|
$655,400
0.05% of portfolio
|
Q1 2025
Added 248.56%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
26,855
shares
|
$609,339
0.05% of portfolio
|
Q1 2025
Added 437.1%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
25,970
shares
|
$589,259
0.06% of portfolio
|
Q2 2025
Added 17.74%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
24,810
shares
|
$562,938
0.02% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
24,131
shares
|
$547,532
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
24,034
shares
|
$545,331
0.0% of portfolio
|
Q1 2025
Added 388.3%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
23,675
shares
|
$537,185
0.02% of portfolio
|
Q1 2025
Added 435.75%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
23,243
shares
|
$527,383
0.01% of portfolio
|
Q1 2025
Added 665.58%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
23,025
shares
|
$522,437
0.04% of portfolio
|
Q1 2025
Added 426.29%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
22,604
shares
|
$512,884
0.09% of portfolio
|
Q1 2025
Added 389.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
20,924
shares
|
$474,765
0.0% of portfolio
|
Q1 2025
Added 366.64%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
20,505
shares
|
$465,258
0.0% of portfolio
|
Q1 2025
Added 352.05%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
20,393
shares
|
$462,717
0.01% of portfolio
|
Q1 2025
New holding
|