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 |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
11,522
shares
|
$261,434
0.08% of portfolio
|
Q1 2025
Added 373.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,319
shares
|
$256,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
11,300
shares
|
$256,397
0.0% of portfolio
|
Q1 2025
Added 202.95%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
11,080
shares
|
$251,405
0.0% of portfolio
|
Q1 2025
Added 244.96%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
10,970
shares
|
$248,909
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
10,849
shares
|
$246,163
0.02% of portfolio
|
Q1 2025
Added 467.12%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,821
shares
|
$245,528
0.0% of portfolio
|
Q1 2025
Added 430.96%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
10,588
shares
|
$240,241
0.01% of portfolio
|
Q1 2025
Added 375.87%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,479
shares
|
$237,768
0.06% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
10,368
shares
|
$235,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
10,250
shares
|
$232,572
0.0% of portfolio
|
Q1 2025
Added 390.43%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
9,824
shares
|
$222,906
0.06% of portfolio
|
Q1 2025
Added 409.81%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,215
shares
|
$209,088
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,609
shares
|
$195,338
0.01% of portfolio
|
Q4 2022
Added 13.82%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,235
shares
|
$186,852
0.04% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
7,894
shares
|
$179,114
0.22% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
7,774
shares
|
$176,392
0.01% of portfolio
|
Q1 2025
Added 376.93%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
7,596
shares
|
$172,353
0.05% of portfolio
|
Q2 2022
Added 0.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,374
shares
|
$167,316
0.02% of portfolio
|
Q1 2025
Added 478.81%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
5,773
shares
|
$130,989
0.0% of portfolio
|
Q1 2025
Added 398.96%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,668
shares
|
$128,606
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,101
shares
|
$115,741
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4,929
shares
|
$111,839
0.0% of portfolio
|
Q1 2025
Added 460.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,953
shares
|
$89,693
0.0% of portfolio
|
Q1 2025
Added 347.17%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,503
shares
|
$79,483
0.05% of portfolio
|
Q1 2024
New holding
|