Orix Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 5.12 M | $149.55 M | 1.48% | 0.46% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.87 M | $83.81 M | 20.75% | 0.26% |
| TODD ASSET MANAGEMENT LLC | 02/09/2026 | 1.83 M | $53.40 M | -1.05% | 0.16% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 01/29/2026 | 1.15 M | $33.52 M | 0.00% | 0.10% |
| NORTHERN TRUST CORP | 02/17/2026 | 1.07 M | $31.21 M | -1.97% | 0.10% |
| BLACKROCK, INC. | 02/12/2026 | 906.74 K | $26.50 M | -2.96% | 0.08% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 794.68 K | $23.22 M | 26.52% | 0.07% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 762.05 K | $22.27 M | 19.20% | 0.07% |
| EAGLE GLOBAL ADVISORS LLC | 01/28/2026 | 335.00 K | $9.79 M | 6.38% | 0.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 284.17 K | $8.30 M | 29.70% | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 248.11 K | $7.25 M | 4.47% | 0.02% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 01/12/2026 | 199.35 K | $5.82 M | 1.22% | 0.02% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 02/13/2026 | 181.36 K | $5.30 M | -12.75% | 0.02% |
| BOSTON COMMON ASSET MANAGEMENT, LLC | 01/15/2026 | 176.40 K | $5.15 M | -24.96% | 0.02% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 163.94 K | $4.79 M | -8.85% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 158.51 K | $4.63 M | -6.26% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 153.27 K | $4.48 M | -0.54% | 0.01% |
| SEI INVESTMENTS CO | 02/13/2026 | 142.20 K | $4.15 M | 5.95% | 0.01% |
| CALAMOS WEALTH MANAGEMENT LLC | 01/29/2026 | 140.40 K | $4.10 M | 100.00% | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 132.11 K | $3.86 M | 27.25% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 128.43 K | $3.75 M | 3.38% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 125.12 K | $3.66 M | 0.03% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 02/02/2026 | 124.71 K | $3.64 M | 7.53% | 0.01% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 122.13 K | $3.57 M | 4.10% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 02/03/2026 | 120.48 K | $3.52 M | -10.18% | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 113.72 K | $3.32 M | -13.53% | 0.01% |
| CERITY PARTNERS LLC | 02/11/2026 | 107.11 K | $3.13 M | -13.19% | 0.01% |
| CALLAN FAMILY OFFICE, LLC | 02/12/2026 | 102.70 K | $3.00 M | 99.73% | 0.01% |
| NAPLES GLOBAL ADVISORS, LLC | 02/04/2026 | 93.26 K | $2.73 M | 0.00% | 0.01% |
| BTC CAPITAL MANAGEMENT, INC. | 01/15/2026 | 84.82 K | $2.48 M | -22.28% | 0.01% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 81.64 K | $2.39 M | 1.79% | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 78.69 K | $2.30 M | 1.15% | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 02/13/2026 | 73.13 K | $2.14 M | 0.00% | 0.01% |
| LAIRD NORTON TRUST COMPANY, LLC | 02/17/2026 | 72.89 K | $2.13 M | 443.92% | 0.01% |
| CWM, LLC | 01/26/2026 | 71.49 K | $2.09 M | -23.87% | 0.01% |
| MARINER, LLC | 02/13/2026 | 70.22 K | $2.05 M | 18.16% | 0.01% |
| VISE TECHNOLOGIES, INC. | 02/11/2026 | 66.99 K | $1.96 M | 66.75% | 0.01% |
| PARADIGM ASSET MANAGEMENT CO LLC | 02/04/2026 | 66.40 K | $1.94 M | -20.67% | 0.01% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 02/10/2026 | 65.40 K | $1.91 M | -1.86% | 0.01% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 66.19 K | $1.93 M | -14.83% | 0.01% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/13/2026 | 65.20 K | $1.91 M | 0.00% | 0.01% |
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 01/23/2026 | 63.32 K | $1.85 M | 36.82% | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 61.98 K | $1.81 M | 13.15% | 0.01% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 61.81 K | $1.81 M | 100.00% | 0.01% |
| US BANCORP \DE\ | 01/30/2026 | 60.91 K | $1.78 M | 6.14% | 0.01% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 57.06 K | $1.67 M | 5.74% | 0.01% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 54.96 K | $1.61 M | 8.65% | 0.00% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 54.23 K | $1.58 M | 3.47% | 0.00% |
| ATIVO CAPITAL MANAGEMENT LLC | 02/02/2026 | 51.16 K | $1.49 M | -6.22% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 50.47 K | $1.47 M | 9.23% | 0.00% |
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Orix Corporation institutional Ownership - FAQ's
During the previous two years, 308 institutional investors and hedge funds held shares of Orix Corporation. The most heavily invested institutionals were:
MORGAN STANLEY: 5.12 M
BANK OF AMERICA CORP /DE/: 2.87 M
TODD ASSET MANAGEMENT LLC: 1.83 M
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY: 1.15 M
BlackRock, Inc.: 906,743
AMERICAN CENTURY COMPANIES INC: 762,050
1.57% of Orix Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 20.84 M shares in the last 24 months. This purchase volume represents approximately $736.06 M in transactions.