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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,609
shares
|
$929,341
0.01% of portfolio
|
Q4 2022
Added 13.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,601
shares
|
$928,477
0.0% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
8,183
shares
|
$883,354
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
8,036
shares
|
$867,486
0.26% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
7,596
shares
|
$819,988
0.05% of portfolio
|
Q2 2022
Added 0.62%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
7,474
shares
|
$806,818
0.02% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
7,353
shares
|
$793,756
0.0% of portfolio
|
Q3 2024
Added 198.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,948
shares
|
$750,036
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,697
shares
|
$722,941
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,647
shares
|
$717,543
0.0% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
6,575
shares
|
$709,771
0.0% of portfolio
|
Q3 2024
Added 42.47%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
6,279
shares
|
$677,818
0.2% of portfolio
|
Q4 2022
Reduced 4.46%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,034
shares
|
$651,370
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,888
shares
|
$635,609
0.0% of portfolio
|
Q3 2024
Added 56.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,499
shares
|
$593,617
0.0% of portfolio
|
Q3 2024
Added 146.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
5,225
shares
|
$564,038
0.06% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
4,962
shares
|
$535,647
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,676
shares
|
$504,774
0.0% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,611
shares
|
$497,757
0.11% of portfolio
|
Q3 2024
Added 59.66%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,599
shares
|
$496,462
0.01% of portfolio
|
Q3 2024
Added 186.9%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,375
shares
|
$472,281
0.01% of portfolio
|
Q3 2024
Added 64.47%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,348
shares
|
$469,366
0.0% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
4,271
shares
|
$461,054
0.02% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,263
shares
|
$460,190
0.01% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,246
shares
|
$458,355
0.05% of portfolio
|
Q3 2024
Reduced 1.89%
|