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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
2,428
shares
|
$262,102
0.02% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,315
shares
|
$249,904
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
2,229
shares
|
$240,620
0.02% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,205
shares
|
$238,029
0.0% of portfolio
|
Q3 2024
Reduced 16.6%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
2,181
shares
|
$235,438
0.02% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
2,159
shares
|
$233,064
0.0% of portfolio
|
Q2 2024
Reduced 27.04%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,059
shares
|
$222,269
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,028
shares
|
$218,922
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
2,014
shares
|
$217,411
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,944
shares
|
$209,854
0.02% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,943
shares
|
$209,746
0.0% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,841
shares
|
$198,735
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,811
shares
|
$195,497
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,781
shares
|
$192,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,765
shares
|
$190,531
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
1,630
shares
|
$175,958
0.01% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,533
shares
|
$165,487
0.02% of portfolio
|
Q3 2024
Added 44.62%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,438
shares
|
$155,232
0.0% of portfolio
|
Q3 2024
Added 26.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,112
shares
|
$120,040
0.0% of portfolio
|
Q3 2024
Reduced 34.63%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
937
shares
|
$101,149
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
893
shares
|
$96,399
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
687
shares
|
$74,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
617
shares
|
$66,605
0.01% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
610
shares
|
$65,849
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
607
shares
|
$65,525
0.0% of portfolio
|
Q3 2024
Added 19.49%
|