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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
65
shares
|
$1,752
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
65
shares
|
$1,752
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
63
shares
|
$1,698
0.0% of portfolio
|
Q4 2021
Reduced 5.97%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
62
shares
|
$1,671
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
50
shares
|
$1,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
50
shares
|
$1,348
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$1,348
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
40
shares
|
$1,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
40
shares
|
$1,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
35
shares
|
$943
0.0% of portfolio
|
Q1 2025
Added 34.62%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
35
shares
|
$943
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
35
shares
|
$943
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
35
shares
|
$943
0.0% of portfolio
|
Q4 2024
Reduced 73.08%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
30
shares
|
$808
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
23
shares
|
$620
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
20
shares
|
$539
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
20
shares
|
$539
0.0% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15
shares
|
$404
0.0% of portfolio
|
Q1 2025
Reduced 79.17%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
15
shares
|
$404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
13
shares
|
$350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
8
shares
|
$215
0.0% of portfolio
|
Q2 2023
Added 14.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7
shares
|
$188
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$107
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2
shares
|
$53
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|