Recent Quarter Total Invested
$804.40 M
Recent Quarter Institutional Ownership Percentage
0.39%
Total Invested of Last Quarter
$680.02 M
Ownership Percentage of Last Quarter
0.39%
ORIX Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2024 | 1.03 M | $119.44 M | 0.76% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 419,469 | $48.68 M | -11.31% | 0.04% |
| TODD ASSET MANAGEMENT LLC | 11/13/2024 | 343,996 | $39.92 M | -0.66% | 0.03% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 11/18/2024 | 197,640 | $22.94 M | 0.00% | 0.02% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 195,218 | $22.66 M | 100.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 175,915 | $20.41 M | -19.74% | 0.02% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 84,050 | $9.75 M | -1.18% | 0.01% |
| EAGLE GLOBAL ADVISORS LLC | 11/14/2024 | 78,199 | $9.07 M | -0.84% | 0.01% |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 10/30/2024 | 54,555 | $6.33 M | -9.95% | 0.00% |
| QRG CAPITAL MANAGEMENT, INC. | 10/30/2024 | 53,429 | $6.20 M | 1.27% | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 53,107 | $5.95 M | 3.40% | 0.00% |
| BOSTON COMMON ASSET MANAGEMENT, LLC | 10/09/2024 | 48,519 | $5.63 M | -13.30% | 0.00% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11/13/2024 | 47,400 | $5.50 M | 0.00% | 0.00% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 44,444 | $35,917 | -9.46% | 0.00% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 39,530 | $4.59 M | 2.58% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 39,434 | $4.60 M | 4.04% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 36,672 | $316,000 | 100.00% | 0.00% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2024 | 35,200 | $4.09 M | 20.01% | 0.00% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 10/10/2024 | 33,815 | $3.92 M | 5.59% | 0.00% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 11/04/2024 | 28,722 | $3.33 M | 52.11% | 0.00% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 11/12/2024 | 28,679 | $3.33 M | 19.72% | 0.00% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 27,603 | $3.20 M | -2.24% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 26,209 | $3.04 M | 12.85% | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 25,636 | $2.98 M | 1.87% | 0.00% |
| PENSIONMARK FINANCIAL GROUP, LLC | 11/14/2024 | 22,403 | $22,978 | 100.00% | 0.00% |
| SEI INVESTMENTS CO | 11/12/2024 | 22,348 | $2.59 M | 8.10% | 0.00% |
| WAMBOLT & ASSOCIATES, LLC | 11/12/2024 | 21,560 | $2.51 M | 5.31% | 0.00% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 20,707 | $2.40 M | 6.40% | 0.00% |
| PARADIGM ASSET MANAGEMENT CO LLC | 11/05/2024 | 20,400 | $2.37 M | 0.00% | 0.00% |
| CERITY PARTNERS LLC | 11/12/2024 | 20,370 | $2.36 M | 47.00% | 0.00% |
| ASSETMARK, INC | 11/01/2024 | 18,746 | $2.18 M | 0.18% | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 18,146 | $2.11 M | 11.13% | 0.00% |
| NAPLES GLOBAL ADVISORS, LLC | 10/24/2024 | 17,913 | $2.09 M | 0.00% | 0.00% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 17,688 | $2.05 M | 469.85% | 0.00% |
| MARINER, LLC | 11/13/2024 | 17,034 | $1.99 M | 19.33% | 0.00% |
| FIRST TRUST DIRECT INDEXING L.P. | 10/25/2024 | 16,229 | $1.88 M | -9.53% | 0.00% |
| VIDENT ADVISORY, LLC | 11/14/2024 | 15,163 | $1.76 M | 21.57% | 0.00% |
| BTC CAPITAL MANAGEMENT, INC. | 10/21/2024 | 14,850 | $1.72 M | 5.60% | 0.00% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 14,114 | $1.64 M | -15.37% | 0.00% |
| CALLAN CAPITAL, LLC | 11/12/2024 | 13,956 | $1.62 M | 47.60% | 0.00% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 13,062 | $1.52 M | 19.15% | 0.00% |
| ATIVO CAPITAL MANAGEMENT LLC | 11/12/2024 | 11,829 | $1.37 M | -0.51% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 10,771 | $1.25 M | -16.53% | 0.00% |
| RHUMBLINE ADVISERS | 11/12/2024 | 10,657 | $1.24 M | 2.40% | 0.00% |
| VIRTU FINANCIAL LLC | 11/20/2024 | 9,452 | $1.10 M | 100.00% | 0.00% |
| WHITTIER TRUST CO | 10/21/2024 | 9,098 | $1.06 M | 7.48% | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 11/14/2024 | 9,095 | $1.06 M | -1.71% | 0.00% |
| GREENLEAF TRUST | 10/22/2024 | 8,750 | $1.02 M | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 8,601 | $998,000 | -10.76% | 0.00% |
| ORION PORTFOLIO SOLUTIONS, LLC | 11/15/2024 | 8,183 | $949,637 | 1.66% | 0.00% |
ORIX Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of IX shares?
During the previous two years, 236 institutional investors and hedge funds held shares of ORIX Corporation. The most heavily invested institutionals were:
MORGAN STANLEY: 1.03 M
BANK OF AMERICA CORP /DE/: 419,469
TODD ASSET MANAGEMENT LLC: 343,996
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY: 197,640
BlackRock Funding, Inc. /DE: 195,218
WELLS FARGO & COMPANY/MN: 175,915
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What percentage of ORIX Corporation stock is owned by institutional investors?
0.39% of ORIX Corporation stock is owned by institutional investors.
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How much institutional buying is happening at IX ?
Institutional investors have bought a total of 5.54 M shares in the last 24 months. This purchase volume represents approximately $596.25 M in transactions.