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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
465
shares
|
$50,196
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
333
shares
|
$35,947
0.0% of portfolio
|
Q3 2024
Added 316.25%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
332
shares
|
$35,839
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
309
shares
|
$33,356
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
299
shares
|
$32,277
0.01% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
291
shares
|
$31,413
0.0% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
260
shares
|
$28,067
0.02% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
247
shares
|
$26,663
0.0% of portfolio
|
Q3 2024
Added 37.22%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
234
shares
|
$25,260
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
215
shares
|
$23,209
0.01% of portfolio
|
Q2 2022
Reduced 34.85%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
204
shares
|
$22,021
0.0% of portfolio
|
Q3 2024
Added 36.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
175
shares
|
$18,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
148
shares
|
$15,976
0.0% of portfolio
|
Q2 2024
Reduced 30.19%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
148
shares
|
$15,976
0.0% of portfolio
|
Q1 2023
Reduced 26.37%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
144
shares
|
$15,544
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
136
shares
|
$14,681
0.0% of portfolio
|
Q2 2024
Added 16.24%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
130
shares
|
$14,033
0.0% of portfolio
|
Q3 2024
Reduced 36.89%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
119
shares
|
$12,846
0.0% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
100
shares
|
$10,795
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
94
shares
|
$10,147
0.0% of portfolio
|
Q2 2024
Added 347.62%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
85
shares
|
$9,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
79
shares
|
$8,528
0.0% of portfolio
|
Q3 2024
Added 38.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
78
shares
|
$8,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
74
shares
|
$7,988
0.0% of portfolio
|
Q2 2024
Reduced 44.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
64
shares
|
$6,908
0.0% of portfolio
|
Q2 2024
Reduced 58.17%
|