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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,295
shares
|
$74,763
0.0% of portfolio
|
Q1 2025
Added 388.15%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
3,050
shares
|
$69,204
0.04% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,866
shares
|
$65,029
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
2,830
shares
|
$64,212
0.01% of portfolio
|
Q1 2025
Added 427.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,806
shares
|
$63,668
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,494
shares
|
$56,588
0.02% of portfolio
|
Q2 2022
Reduced 6.49%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,283
shares
|
$51,801
0.0% of portfolio
|
Q1 2025
Added 3582.26%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,080
shares
|
$47,195
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,995
shares
|
$45,266
0.0% of portfolio
|
Q2 2025
Added 27.64%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,907
shares
|
$43,269
0.02% of portfolio
|
Q1 2025
Added 472.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,811
shares
|
$41,091
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
1,760
shares
|
$39,934
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,642
shares
|
$37,256
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,545
shares
|
$35,056
0.03% of portfolio
|
Q2 2025
Added 21.65%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,500
shares
|
$34,035
0.0% of portfolio
|
Q1 2025
Added 351.81%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,340
shares
|
$30,404
0.0% of portfolio
|
Q1 2025
Added 787.42%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,329
shares
|
$30,155
0.01% of portfolio
|
Q1 2025
Added 132800.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,215
shares
|
$27,568
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
1,170
shares
|
$26,547
0.01% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,085
shares
|
$24,618
0.0% of portfolio
|
Q1 2025
Added 395.43%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
922
shares
|
$20,920
0.0% of portfolio
|
Q1 2025
Added 242.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
894
shares
|
$20,284
0.0% of portfolio
|
Q1 2025
Added 351.52%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
880
shares
|
$19,967
0.0% of portfolio
|
Q1 2025
Reduced 84.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
875
shares
|
$19,853
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
740
shares
|
$16,790
0.0% of portfolio
|
Q2 2025
Reduced 11.38%
|