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 |
|---|---|---|---|---|---|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
14,420
shares
|
$388,763
0.02% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,371
shares
|
$387,442
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
13,525
shares
|
$364,634
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
13,400
shares
|
$361,264
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
13,384
shares
|
$360,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,884
shares
|
$347,352
0.0% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
12,225
shares
|
$329,586
0.0% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
12,082
shares
|
$325,730
0.02% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,033
shares
|
$324,409
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,972
shares
|
$322,765
0.05% of portfolio
|
Q3 2023
Added 8.36%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
11,783
shares
|
$317,669
0.0% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
11,756
shares
|
$316,941
0.0% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
11,749
shares
|
$316,753
0.01% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
11,413
shares
|
$307,694
0.06% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,150
shares
|
$300,604
0.0% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
10,970
shares
|
$295,751
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
10,933
shares
|
$294,753
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
10,624
shares
|
$286,423
0.02% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
10,484
shares
|
$282,648
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,479
shares
|
$282,513
0.06% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
10,204
shares
|
$275,099
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
9,832
shares
|
$265,070
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
9,656
shares
|
$260,325
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
9,243
shares
|
$249,191
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,215
shares
|
$248,436
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|