Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 4.82 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,274
shares
|
$26,613
0.01% of portfolio
|
Q4 2024
Added 282.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,257
shares
|
$26,258
0.0% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
1,157
shares
|
$24,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
922
shares
|
$19,260
0.0% of portfolio
|
Q1 2025
Added 242.75%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
884
shares
|
$18,466
0.0% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
880
shares
|
$18,383
0.0% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
675
shares
|
$14,100
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
610
shares
|
$12,742
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
537
shares
|
$11,217
0.01% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
467
shares
|
$9,755
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
425
shares
|
$8,878
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
333
shares
|
$6,956
0.02% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
332
shares
|
$6,935
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
282
shares
|
$5,890
0.0% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
260
shares
|
$5,431
0.02% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
242
shares
|
$5,055
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
234
shares
|
$4,888
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
219
shares
|
$4,574
0.0% of portfolio
|
Q4 2024
Reduced 96.99%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
215
shares
|
$4,491
0.01% of portfolio
|
Q2 2022
Reduced 34.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
198
shares
|
$4,136
0.0% of portfolio
|
Q4 2024
Reduced 67.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
179
shares
|
$3,739
0.0% of portfolio
|
Q4 2024
Added 1690.0%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
177
shares
|
$3,697
0.0% of portfolio
|
Q4 2024
Added 19.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
175
shares
|
$3,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
167
shares
|
$3,488
0.0% of portfolio
|
Q4 2024
Added 111.39%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
151
shares
|
$3,154
0.0% of portfolio
|
Q4 2024
Added 11.03%
|