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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
24,606
shares
|
$663,377
0.0% of portfolio
|
Q2 2025
Added 63.13%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
23,837
shares
|
$642,645
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
23,675
shares
|
$638,278
0.02% of portfolio
|
Q1 2025
Added 435.75%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
23,004
shares
|
$620,187
0.01% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
22,529
shares
|
$607,381
0.01% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
21,735
shares
|
$585,975
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
20,807
shares
|
$560,956
0.04% of portfolio
|
Q2 2025
Reduced 22.52%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
20,210
shares
|
$544,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
19,364
shares
|
$522,053
0.0% of portfolio
|
Q1 2025
Added 601.09%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
19,157
shares
|
$516,472
0.03% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
18,726
shares
|
$504,852
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
17,844
shares
|
$481,074
0.03% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
17,677
shares
|
$476,571
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
17,359
shares
|
$467,998
0.01% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
17,157
shares
|
$462,552
0.0% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
16,750
shares
|
$451,580
0.01% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
16,735
shares
|
$451,175
0.0% of portfolio
|
Q2 2025
Added 61.41%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
16,733
shares
|
$451,121
0.06% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
15,847
shares
|
$427,235
0.0% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
15,702
shares
|
$423,325
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
15,371
shares
|
$414,402
0.01% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,997
shares
|
$404,319
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
14,712
shares
|
$396,635
0.2% of portfolio
|
Q1 2025
Added 360.04%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
14,699
shares
|
$396,285
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
14,592
shares
|
$393,400
0.0% of portfolio
|
Q2 2025
Added 6.76%
|