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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,537
shares
|
$41,437
0.01% of portfolio
|
Q2 2025
Added 480.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,500
shares
|
$40,440
0.0% of portfolio
|
Q1 2025
Added 351.81%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,417
shares
|
$38,202
0.0% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,360
shares
|
$36,665
0.0% of portfolio
|
Q2 2025
Added 461.98%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,329
shares
|
$35,829
0.01% of portfolio
|
Q2 2025
Added 151.54%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,265
shares
|
$34,104
0.0% of portfolio
|
Q2 2025
Added 16.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,217
shares
|
$32,810
0.0% of portfolio
|
Q2 2025
Added 739.31%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,195
shares
|
$32,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
1,170
shares
|
$31,543
0.01% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,125
shares
|
$30,330
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
946
shares
|
$25,504
0.0% of portfolio
|
Q2 2025
Added 31433.33%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
913
shares
|
$24,614
0.0% of portfolio
|
Q2 2025
Added 4972.22%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
905
shares
|
$24,398
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
806
shares
|
$21,729
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
750
shares
|
$20,220
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
740
shares
|
$19,950
0.0% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
685
shares
|
$18,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
614
shares
|
$16,553
0.0% of portfolio
|
Q1 2025
Added 332.39%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
554
shares
|
$14,935
0.0% of portfolio
|
Q2 2025
Reduced 37.05%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
536
shares
|
$14,450
0.0% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
535
shares
|
$14,423
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
500
shares
|
$13,480
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
490
shares
|
$13,210
0.0% of portfolio
|
Q2 2025
Reduced 82.69%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
483
shares
|
$13,021
0.0% of portfolio
|
Q2 2025
Reduced 47.61%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
475
shares
|
$12,806
0.0% of portfolio
|
Q1 2025
Added 400.0%
|