Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
614
shares
|
$13,931
0.0% of portfolio
|
Q1 2025
Added 332.39%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
521
shares
|
$11,821
0.0% of portfolio
|
Q1 2025
Added 448.42%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
475
shares
|
$10,777
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
380
shares
|
$8,622
0.01% of portfolio
|
Q1 2025
Added 196.88%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
365
shares
|
$8,281
0.0% of portfolio
|
Q1 2025
Added 913.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
355
shares
|
$8,054
0.0% of portfolio
|
Q1 2025
Added 379.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
320
shares
|
$7,260
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
290
shares
|
$6,580
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
265
shares
|
$6,012
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
265
shares
|
$6,012
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
260
shares
|
$5,899
0.0% of portfolio
|
Q1 2025
Added 390.57%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
245
shares
|
$5,559
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
242
shares
|
$5,490
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
215
shares
|
$4,878
0.01% of portfolio
|
Q2 2022
Reduced 34.85%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
210
shares
|
$4,764
0.0% of portfolio
|
Q1 2025
Added 677.78%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
206
shares
|
$4,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
189
shares
|
$4,288
0.0% of portfolio
|
Q1 2025
Added 575.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
175
shares
|
$3,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
170
shares
|
$3,857
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
155
shares
|
$3,516
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
145
shares
|
$3,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
130
shares
|
$2,949
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
115
shares
|
$2,609
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
100
shares
|
$2,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$2,269
0.0% of portfolio
|
Q1 2025
New holding
|