Recent Quarter Total Invested
$671.11 M
Recent Quarter Institutional Ownership Percentage
0.39%
Total Invested of Last Quarter
$489.88 M
Ownership Percentage of Last Quarter
0.38%
ORIX Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 10/17/2024 | 1.02 M | $113.69 M | 1.14% | 0.09% |
| FMR LLC | 08/13/2024 | 589,511 | $65.61 M | 11.40% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 472,953 | $52.64 M | 0.62% | 0.04% |
| TODD ASSET MANAGEMENT LLC | 08/14/2024 | 346,285 | $38.54 M | 13.01% | 0.03% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 219,178 | $24.39 M | -2.23% | 0.02% |
| BLACKROCK INC. | 08/13/2024 | 198,391 | $22.08 M | -3.73% | 0.02% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 08/26/2024 | 197,640 | $22.00 M | 12.53% | 0.02% |
| NORTHERN TRUST CORP | 08/14/2024 | 132,171 | $14.71 M | 0.38% | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 85,051 | $9.47 M | 5.96% | 0.01% |
| EAGLE GLOBAL ADVISORS LLC | 08/14/2024 | 78,864 | $8.78 M | 0.77% | 0.01% |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 07/12/2024 | 60,580 | $6.74 M | 2.65% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 07/12/2024 | 52,757 | $5.87 M | 1.65% | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 51,360 | $5.72 M | -23.97% | 0.00% |
| GROUPAMA ASSET MANAGMENT | 08/14/2024 | 50,736 | $180.23 M | -11.92% | 0.00% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 49,090 | $5.46 M | -15.83% | 0.00% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 09/20/2024 | 47,400 | $5.28 M | 0.00% | 0.00% |
| NATIXIS ADVISORS, L.P. | 08/01/2024 | 38,537 | $4.29 M | 9.62% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/12/2024 | 37,902 | $4.22 M | 0.50% | 0.00% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 07/12/2024 | 32,025 | $3.56 M | -0.20% | 0.00% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/14/2024 | 29,332 | $3.26 M | 32.54% | 0.00% |
| PATHSTONE HOLDINGS, LLC | 08/14/2024 | 28,235 | $3.14 M | 8.63% | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 25,165 | $2.80 M | -18.03% | 0.00% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/12/2024 | 23,956 | $2.66 M | 20.84% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 23,225 | $2.58 M | 26.42% | 0.00% |
| SEI INVESTMENTS CO | 08/13/2024 | 20,673 | $2.30 M | 6.16% | 0.00% |
| WAMBOLT & ASSOCIATES, LLC | 08/08/2024 | 20,473 | $2.27 M | 3.40% | 0.00% |
| PARADIGM ASSET MANAGEMENT CO LLC | 08/12/2024 | 20,400 | $2.27 M | -15.35% | 0.00% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 19,461 | $2.17 M | 6.47% | 0.00% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 07/29/2024 | 18,883 | $2.10 M | -1.41% | 0.00% |
| ASSETMARK, INC | 08/13/2024 | 18,713 | $2.08 M | 3.18% | 0.00% |
| FIRST TRUST DIRECT INDEXING L.P. | 08/05/2024 | 17,938 | $2.00 M | -2.73% | 0.00% |
| NAPLES GLOBAL ADVISORS, LLC | 07/18/2024 | 17,913 | $1.99 M | 0.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 16,678 | $1.86 M | 24.98% | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 08/01/2024 | 16,328 | $1.82 M | -2.68% | 0.00% |
| MARINER, LLC | 08/13/2024 | 14,275 | $1.59 M | 21.10% | 0.00% |
| BTC CAPITAL MANAGEMENT, INC. | 07/19/2024 | 14,062 | $1.57 M | -5.47% | 0.00% |
| CERITY PARTNERS LLC | 08/13/2024 | 13,857 | $1.54 M | -27.00% | 0.00% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 12,931 | $1.44 M | 100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 12,904 | $1.44 M | -6.56% | 0.00% |
| VIDENT ADVISORY, LLC | 08/14/2024 | 12,473 | $1.39 M | 22.19% | 0.00% |
| ATIVO CAPITAL MANAGEMENT LLC | 08/05/2024 | 11,890 | $1.32 M | -0.83% | 0.00% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2024 | 10,963 | $1.22 M | 29.14% | 0.00% |
| RHUMBLINE ADVISERS | 08/01/2024 | 10,407 | $1.16 M | -3.61% | 0.00% |
| FIFTH THIRD BANCORP | 07/22/2024 | 10,095 | $1.12 M | 8.85% | 0.00% |
| ROYAL BANK OF CANADA | 11/06/2024 | 9,638 | $1.07 M | 2.60% | 0.00% |
| CALLAN CAPITAL, LLC | 10/22/2024 | 9,455 | $1.05 M | 23.71% | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 08/14/2024 | 9,253 | $1.03 M | -1.28% | 0.00% |
| GREENLEAF TRUST | 07/22/2024 | 8,750 | $973,875 | 0.00% | 0.00% |
| WHITTIER TRUST CO | 07/29/2024 | 8,465 | $942,142 | 10.89% | 0.00% |
| ORION PORTFOLIO SOLUTIONS, LLC | 08/13/2024 | 8,049 | $895,854 | -4.06% | 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, 166 institutional investors and hedge funds held shares of ORIX Corporation. The most heavily invested institutionals were:
COTTONWOOD CAPITAL ADVISORS, LLC: 0
Family Firm, Inc.: 0
FinTrust Capital Advisors, LLC: 0
RFP Financial Group LLC: 0
Ashton Thomas Private Wealth, LLC: 0
FIRST FINANCIAL CORP /IN/: 0
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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 5.60 M shares in the last 24 months. This purchase volume represents approximately $643.65 M in transactions.