Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 225 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $551 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
9,127
shares
|
$246,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
7,894
shares
|
$212,822
0.22% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
7,774
shares
|
$209,587
0.01% of portfolio
|
Q1 2025
Added 376.93%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
7,596
shares
|
$204,788
0.05% of portfolio
|
Q2 2022
Added 0.62%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
7,316
shares
|
$197,239
0.0% of portfolio
|
Q2 2025
Added 26.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,744
shares
|
$181,818
0.01% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,364
shares
|
$171,573
0.01% of portfolio
|
Q2 2025
Added 611.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
6,175
shares
|
$166,478
0.0% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
5,243
shares
|
$141,351
0.01% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
4,824
shares
|
$130,055
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,503
shares
|
$94,440
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,295
shares
|
$88,833
0.0% of portfolio
|
Q1 2025
Added 388.15%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
3,050
shares
|
$82,228
0.04% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,866
shares
|
$77,267
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,806
shares
|
$75,649
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
2,659
shares
|
$71,686
0.0% of portfolio
|
Q2 2025
Added 628.49%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,494
shares
|
$67,238
0.02% of portfolio
|
Q2 2022
Reduced 6.49%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
2,484
shares
|
$66,968
0.0% of portfolio
|
Q2 2025
Added 1105.83%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,056
shares
|
$55,429
0.0% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,995
shares
|
$53,785
0.0% of portfolio
|
Q2 2025
Added 27.64%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,890
shares
|
$50,954
0.01% of portfolio
|
Q2 2025
Reduced 80.76%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,823
shares
|
$49,148
0.02% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,811
shares
|
$48,824
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
1,760
shares
|
$47,449
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,545
shares
|
$41,653
0.03% of portfolio
|
Q2 2025
Added 21.65%
|