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ORIX (IX) Institutional Ownership

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$109.30
+0.89 (+0.82%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for ORIX (NYSE:IX)

Current
Institutional Ownership
Percentage
1.73%
Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$36.24M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$27.38M
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IX Institutional Buying and Selling by Quarter

ORIX Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Ascent Group LLC1,925$212K0.0%N/A0.001%
5/15/2024 Mount Yale Investment Advisors LLC4,293$473K0.0%-37.2%0.002%
5/14/2024 Advisors Asset Management Inc.5,611$618K0.0%+22.3%0.002%
5/14/2024 Pitcairn Co.2,069$228K0.0%N/A0.001%
5/13/2024 O Shaughnessy Asset Management LLC67,550$7.44M0.1%-6.1%0.029%
5/9/2024 Dorsey & Whitney Trust CO LLC1,989$219K0.0%N/A0.001%
5/8/2024 US Bancorp DE6,324$697K0.0%-3.2%0.003%
5/8/2024 QRG Capital Management Inc.51,899$5.72M0.1%+4.9%0.022%
5/7/2024 Sei Investments Co.19,473$2.15M0.0%+21.8%0.008%
5/7/2024 Atomi Financial Group Inc.1,929$213K0.0%N/A0.001%
5/3/2024 Callan Capital LLC7,643$842K0.1%N/A0.003%
5/3/2024 Whittier Trust Co. of Nevada Inc.465$51K0.0%+573.9%0.000%
5/3/2024 Whittier Trust Co.7,634$841K0.0%+17.7%0.003%
5/2/2024 PDS Planning Inc2,131$235K0.0%N/A0.001%
5/1/2024 BNP Paribas Financial Markets3,801$419K0.0%+26.7%0.002%
5/1/2024 Prosperity Consulting Group LLC2,271$250K0.0%N/A0.001%
5/1/2024 Wambolt & Associates LLC19,800$2.08M0.6%-4.7%0.009%
4/30/2024 Naples Global Advisors LLC17,913$1.98M0.2%-1.0%0.008%
4/30/2024 Allspring Global Investments Holdings LLC842$93K0.0%+135.9%0.000%
4/25/2024 Aaron Wealth Advisors LLC3,480$383K0.1%+40.6%0.001%
4/23/2024 Fifth Third Bancorp9,274$1.02M0.0%-9.9%0.004%
4/19/2024 First Trust Direct Indexing L.P.18,441$2.03M0.2%-5.0%0.008%
4/18/2024 Allspring Global Investments Holdings LLC842$93K0.0%+135.9%0.000%
4/16/2024Kathmere Capital Management LLC4,244$468K0.1%+3.1%0.002%
4/15/2024 DGS Capital Management LLC6,181$681K0.2%+8.9%0.003%
4/12/2024 Gilman Hill Asset Management LLC32,090$3.54M0.6%+7.1%0.014%
4/11/2024 BTC Capital Management Inc.14,876$1.64M0.1%N/A0.006%
4/5/2024 GAMMA Investing LLC840$93K0.0%+27.7%0.000%
2/26/2024Teachers Retirement System of The State of Kentucky145,240$13.56M0.1%-2.7%0.063%
2/14/2024 Strategic Global Advisors LLC5,737$536K0.1%-18.6%0.002%
2/13/2024 Crossmark Global Holdings Inc.20,985$1.96M0.0%+6.2%0.009%
2/13/2024 Tower Research Capital LLC TRC 410$38K0.0%+94.3%0.000%
2/13/2024 Lake Street Advisors Group LLC2,922$273K0.0%N/A0.001%
2/12/2024 Paradigm Asset Management Co. LLC15,900$1.49M0.4%-2.5%0.007%
2/9/2024 Eagle Global Advisors LLC78,289$7.31M0.4%-0.2%0.034%
2/9/2024 Orion Portfolio Solutions LLC8,448$820K0.0%-1.3%0.004%
2/9/2024 US Bancorp DE6,530$610K0.0%+2.2%0.003%
2/9/2024 Assetmark Inc.17,332$1.62M0.0%+2.2%0.007%
2/9/2024 Wells Fargo & Company MN326,790$30.52M0.0%+0.6%0.141%
2/8/2024 Vanguard Personalized Indexing Management LLC12,502$1.17M0.0%+25.3%0.005%
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2/7/2024 Checchi Capital Advisers LLC2,451$229K0.0%+9.8%0.001%
2/7/2024 QRG Capital Management Inc.49,455$4.62M0.1%+0.7%0.021%
2/7/2024 Johnson Investment Counsel Inc.2,959$276K0.0%+20.3%0.001%
2/6/2024 Todd Asset Management LLC279,896$26.14M0.6%-2.1%0.121%
2/6/2024 Natixis Advisors L.P.34,272$3.20M0.0%+10.3%0.015%
2/6/2024 First Trust Direct Indexing L.P.19,421$1.81M0.2%+14.2%0.008%
2/1/2024 GAMMA Investing LLC658$63K0.0%N/A0.000%
1/31/2024 Greenleaf Trust8,750$817K0.0%-14.3%0.004%
1/31/2024 Knights of Columbus Asset Advisors LLC1,970$184K0.0%N/A0.001%
1/30/2024 DGS Capital Management LLC5,678$530K0.2%-2.0%0.002%
1/29/2024 AlphaQ Advisors LLC4,034$377K0.3%+17.6%0.002%
1/26/2024 Cerity Partners LLC12,071$1.13M0.0%+14.8%0.005%
1/26/2024 Aaron Wealth Advisors LLC2,475$231K0.0%+5.5%0.001%
1/26/2024 Sequoia Financial Advisors LLC4,295$401K0.0%+6.2%0.002%
1/25/2024 International Assets Investment Management LLC29,138$2.72M0.0%N/A0.012%
1/24/2024 International Assets Investment Management LLC29,138$2.72M0.0%N/A0.012%
1/24/2024 XY Capital Ltd6,687$624K0.4%N/A0.003%
1/19/2024 Fifth Third Bancorp10,290$961K0.0%-2.8%0.004%
1/18/2024 Blue Trust Inc.613$57K0.0%+107.8%0.000%
1/11/2024 Whittier Trust Co.6,487$606K0.0%+15.6%0.003%
1/11/2024 Naples Global Advisors LLC18,088$1.69M0.2%+1.9%0.008%
1/11/2024 Gilman Hill Asset Management LLC29,950$2.80M0.5%-6.9%0.013%
1/11/2024 Bruce G. Allen Investments LLC309$29K0.0%N/A0.000%
1/11/2024 BKM Wealth Management LLC268$25K0.0%N/A0.000%
1/9/2024 Boston Common Asset Management LLC54,808$5.12M0.1%-9.6%0.023%
1/8/2024 First Affirmative Financial Network2,184$204K0.2%N/A0.001%
11/30/2023 American Century Companies Inc.68,564$6.44M0.0%+6.0%0.029%
11/15/2023 Mercer Global Advisors Inc. ADV38,693$3.63M0.0%+7.1%0.016%
11/15/2023 Advisors Asset Management Inc.3,664$344K0.0%+34.8%0.002%
11/14/2023 O Shaughnessy Asset Management LLC81,404$7.64M0.1%-4.0%0.034%
11/13/2023 Natixis Advisors L.P.31,082$2.92M0.0%+9.3%0.013%
11/13/2023 Healthcare of Ontario Pension Plan Trust Fund47,400$4.45M0.0%N/A0.020%
11/13/2023 Mariner LLC7,721$725K0.0%+3.0%0.003%
11/13/2023 FMR LLC439,129$41.23M0.0%+4.2%0.186%
11/13/2023 QRG Capital Management Inc.49,126$4.61M0.1%N/A0.021%
11/13/2023 PNC Financial Services Group Inc.7,302$686K0.0%+3.0%0.003%
11/8/2023 Campbell & CO Investment Adviser LLC3,020$284K0.0%N/A0.001%
11/8/2023 Vanguard Personalized Indexing Management LLC9,976$937K0.0%+5.1%0.004%
11/8/2023 Janney Montgomery Scott LLC5,903$554K0.0%+6.3%0.002%
11/7/2023 Wambolt & Associates LLC20,723$1.91M0.4%+4.2%0.009%
11/2/2023 Todd Asset Management LLC285,888$26.84M0.6%-1.0%0.121%
11/1/2023 Orion Portfolio Solutions LLC8,558$803K0.0%-2.4%0.004%
10/31/2023 Paradigm Asset Management Co. LLC16,300$1.53M0.4%+9.4%0.007%
10/31/2023 Fifth Third Bancorp10,591$994K0.0%-1.1%0.004%
10/30/2023 Eagle Global Advisors LLC78,479$7.37M0.5%+2.6%0.033%
10/30/2023 First Trust Direct Indexing L.P.17,001$1.60M0.2%-1.6%0.007%
10/27/2023 Assetmark Inc.16,965$1.59M0.0%-2.3%0.007%
10/27/2023 AlphaQ Advisors LLC3,431$322K0.3%-6.9%0.001%
10/27/2023 Whittier Trust Co.5,610$527K0.0%+12.0%0.002%
10/26/2023 Park Avenue Securities LLC2,608$245K0.0%N/A0.001%
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10/26/2023Advisor Partners II LLC11,972$1.12M0.0%+8.4%0.005%
10/24/2023 Bank of New York Mellon Corp14,007$1.32M0.0%+5.0%0.006%
10/19/2023 Aaron Wealth Advisors LLC2,346$220K0.0%N/A0.001%
10/17/2023 BTC Capital Management Inc.14,955$1.40M0.2%+1.7%0.006%
10/16/2023 Naples Global Advisors LLC17,758$1.69M0.2%-2.2%0.008%
10/11/2023 Boston Common Asset Management LLC60,595$5.69M0.1%-2.5%0.026%
10/11/2023Kathmere Capital Management LLC3,923$368K0.1%+49.4%0.002%
8/21/2023Teachers Retirement System of The State of Kentucky149,340$13.62M0.1%+18.2%0.063%
8/14/2023 Cerity Partners LLC11,463$1.05M0.0%+12.0%0.005%
8/11/2023 Huntington National Bank631$58K0.0%+21.8%0.000%
(Data available from 1/1/2016 forward)

IX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IX shares?

During the previous two years, 102 institutional investors and hedge funds held shares of ORIX. The most heavily invested institutionals were FMR LLC ($41.23M), Wells Fargo & Company MN ($30.52M), Todd Asset Management LLC ($26.14M), Teachers Retirement System of The State of Kentucky ($13.56M), O Shaughnessy Asset Management LLC ($7.44M), Eagle Global Advisors LLC ($7.31M), and American Century Companies Inc. ($6.44M).Learn more on IX's institutional investors.

What percentage of ORIX stock is owned by institutional investors?

1.73% of ORIX stock is owned by institutional investors. Learn more on IX's institutional investor holdings.

Which institutional investors have been buying ORIX stock?

Of the 89 institutional investors that purchased ORIX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Teachers Retirement System of The State of Kentucky ($172.64K), Todd Asset Management LLC ($65.74K), International Assets Investment Management LLC ($58.28K), QRG Capital Management Inc. ($51.90K), Healthcare of Ontario Pension Plan Trust Fund ($47.40K), FMR LLC ($30.98K), and XY Capital Ltd ($19.94K).

How much institutional buying is happening at ORIX?

Institutional investors have bought a total of 744,586 shares in the last 24 months. This purchase volume represents approximately $64.95M in transactions.

Which ORIX major shareholders have been selling company stock?

Of the 44 institutional investors that sold ORIX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($255.19K), Todd Asset Management LLC ($78.88K), US Bancorp DE ($26.37K), O Shaughnessy Asset Management LLC ($20.84K), Boston Common Asset Management LLC ($14.48K), Summit Global Investments ($10.92K), and Ritholtz Wealth Management ($10.34K).

How much institutional selling is happening at ORIX?

Institutional investors have sold a total of 495,753 shares in the last 24 months. This volume of shares sold represents approximately $42.62M in transactions.


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This page (NYSE:IX) was last updated on 5/20/2024 by MarketBeat.com Staff

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