ORIX Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/15/2025 | 5.05 M | $113.69 M | 1.90% | 0.44% |
| FMR LLC | 08/14/2025 | 4.15 M | $93.51 M | 3.91% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 08/14/2025 | 2.35 M | $53.01 M | 4.41% | 0.21% |
| TODD ASSET MANAGEMENT LLC | 08/13/2025 | 1.74 M | $39.21 M | 0.76% | 0.15% |
| NORTHERN TRUST CORP | 08/13/2025 | 1.07 M | $24.08 M | -0.06% | 0.09% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 08/07/2025 | 1.06 M | $23.85 M | 0.00% | 0.09% |
| BLACKROCK, INC. | 08/12/2025 | 876.51 K | $19.74 M | -4.98% | 0.08% |
| WELLS FARGO & COMPANY/MN | 08/14/2025 | 723.35 K | $16.29 M | 1.41% | 0.06% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2025 | 543.51 K | $12.24 M | 16.29% | 0.05% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/14/2025 | 481.33 K | $10.84 M | 88.20% | 0.04% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2025 | 366.53 K | $8.25 M | 79.70% | 0.03% |
| EAGLE GLOBAL ADVISORS LLC | 07/16/2025 | 313.17 K | $7.05 M | -21.22% | 0.03% |
| BOSTON COMMON ASSET MANAGEMENT, LLC | 07/22/2025 | 269.62 K | $6.07 M | -4.76% | 0.02% |
| QRG CAPITAL MANAGEMENT, INC. | 07/21/2025 | 250.18 K | $5.63 M | 1.25% | 0.02% |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 08/14/2025 | 242.97 K | $5.47 M | -12.87% | 0.02% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2025 | 236.60 K | $5.33 M | 13.91% | 0.02% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/25/2025 | 234.36 K | $5.33 M | -2.54% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/12/2025 | 229.62 K | $5.17 M | -5.26% | 0.02% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 07/09/2025 | 196.67 K | $4.43 M | 0.36% | 0.02% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 07/25/2025 | 181.46 K | $4.09 M | 16.46% | 0.02% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2025 | 178.00 K | $4.01 M | -71.81% | 0.02% |
| NATIXIS ADVISORS, L.P. | 08/13/2025 | 168.23 K | $3.79 M | -4.33% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/14/2025 | 161.79 K | $3.64 M | -2.39% | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2025 | 153.32 K | $3.45 M | 5.31% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2025 | 150.48 K | $3.39 M | 64.26% | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 08/01/2025 | 144.05 K | $3.24 M | -2.82% | 0.01% |
| CERITY PARTNERS LLC | 08/13/2025 | 134.98 K | $3.04 M | 1.64% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 08/08/2025 | 134.13 K | $3.02 M | -0.16% | 0.01% |
| SEI INVESTMENTS CO | 08/14/2025 | 126.20 K | $2.84 M | 4.66% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 08/05/2025 | 117.46 K | $2.65 M | 4.01% | 0.01% |
| PATHSTONE HOLDINGS, LLC | 08/12/2025 | 111.84 K | $2.52 M | -5.84% | 0.01% |
| BTC CAPITAL MANAGEMENT, INC. | 07/11/2025 | 101.50 K | $2.29 M | 3.97% | 0.01% |
| WAMBOLT & ASSOCIATES, LLC | 08/13/2025 | 97.03 K | $2.21 M | -8.76% | 0.01% |
| GOLDMAN SACHS GROUP INC | 08/14/2025 | 96.55 K | $2.17 M | 0.10% | 0.01% |
| NAPLES GLOBAL ADVISORS, LLC | 07/18/2025 | 92.37 K | $2.08 M | 0.83% | 0.01% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/07/2025 | 89.99 K | $2.03 M | 26.68% | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2025 | 79.97 K | $1.80 M | 79.52% | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 07/28/2025 | 77.12 K | $1.74 M | -7.56% | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 08/13/2025 | 73.13 K | $1.65 M | 32.51% | 0.01% |
| PARADIGM ASSET MANAGEMENT CO LLC | 08/06/2025 | 72.50 K | $1.63 M | 0.00% | 0.01% |
| FIRST TRUST ADVISORS LP | 08/13/2025 | 68.36 K | $1.54 M | -4.17% | 0.01% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 08/11/2025 | 67.96 K | $1.53 M | 1.01% | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2025 | 66.39 K | $1.15 M | 33.22% | 0.01% |
| CALLAN FAMILY OFFICE, LLC | 07/24/2025 | 66.29 K | $1.49 M | 129.48% | 0.01% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2025 | 61.77 K | $1.39 M | 16.99% | 0.01% |
| MARINER, LLC | 08/14/2025 | 57.98 K | $1.31 M | -1.51% | 0.01% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/27/2025 | 56.27 K | $1.27 M | 31.88% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 08/18/2025 | 56.00 K | $1.26 M | 0.00% | 0.00% |
| WHITTIER TRUST CO | 07/30/2025 | 55.91 K | $1.26 M | -26.74% | 0.00% |
| ATIVO CAPITAL MANAGEMENT LLC | 07/28/2025 | 55.85 K | $1.26 M | -3.12% | 0.00% |
ORIX Corporation institutional Ownership - FAQ's
During the previous two years, 294 institutional investors and hedge funds held shares of ORIX Corporation. The most heavily invested institutionals were:
TODD ASSET MANAGEMENT LLC: 1.85 M
EAGLE GLOBAL ADVISORS LLC: 314,910
Henry James International Management Inc.: 239,544
Boston Common Asset Management, LLC: 235,079
Vanguard Personalized Indexing Management, LLC: 207,869
Gilman Hill Asset Management, LLC: 196,944
2.22% of ORIX Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 26.92 M shares in the last 24 months. This purchase volume represents approximately $680.67 M in transactions.