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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
63
shares
|
$6,800
0.0% of portfolio
|
Q4 2021
Reduced 5.97%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
62
shares
|
$6,692
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
53
shares
|
$5,721
0.0% of portfolio
|
Q3 2024
Added 278.57%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
53
shares
|
$5,721
0.0% of portfolio
|
Q1 2024
Added 130.43%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$5,397
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
49
shares
|
$5,289
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
47
shares
|
$5,073
0.0% of portfolio
|
Q3 2024
Added 235.71%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
46
shares
|
$4,965
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
43
shares
|
$4,641
0.0% of portfolio
|
Q3 2024
Reduced 28.33%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
42
shares
|
$4,533
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
37
shares
|
$3,994
0.0% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
34
shares
|
$3,670
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
33
shares
|
$3,562
0.0% of portfolio
|
Q2 2024
Added 17.86%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
27
shares
|
$2,914
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
26
shares
|
$2,806
0.0% of portfolio
|
Q1 2022
Reduced 81.97%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$2,806
0.0% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
23
shares
|
$2,482
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
23
shares
|
$2,482
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
19
shares
|
$2,051
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
16
shares
|
$1,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
16
shares
|
$1,727
0.0% of portfolio
|
Q3 2024
Reduced 78.95%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
13
shares
|
$1,403
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10
shares
|
$1,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10
shares
|
$1,079
0.0% of portfolio
|
Q2 2024
Reduced 87.65%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
9
shares
|
$971
0.0% of portfolio
|
Q3 2024
New holding
|