ORIX Ownership | Who Owns ORIX?
ORIX Ownership Summary
ORIX is owned by 2.20% institutional investors, and 97.80% retail investors. Todd asset management is the largest institutional shareholder, holding 0.15% of IX shares. Avantis International Equity ETF is the top mutual fund, with 0.04% of its assets in ORIX shares.
IX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ORIX | 2.20% | - | 97.80% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Credit Services Stocks | 53.72% | 9.31% | 36.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Todd asset management | 1.74M | 0.15% | $39.21M |
| Teachers retirement system of the state of kentucky | 1.06M | 0.09% | $23.85M |
| Morgan stanley | 1.02M | 0.09% | $113.69M |
| Blackrock funding, inc. /de | 876.51K | 0.08% | $19.74M |
| Fmr | 762.76K | 0.07% | $81.03M |
| American century companies | 543.51K | 0.05% | $12.24M |
| Bank of america corp /de/ | 472.95K | 0.04% | $52.64M |
| Eagle global advisors | 314.91K | 0.03% | $8.23M |
| Qrg capital management | 250.18K | 0.02% | $5.63M |
| Henry james management | 239.54K | 0.02% | $6.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Henry james management | 239.54K | 1.91% | $6.26M |
| Ativo capital management | 11.63K | 1.23% | $1.24M |
| Todd asset management | 1.74M | 0.85% | $39.21M |
| Gilman hill asset management | 196.94K | 0.81% | $5.14M |
| Wambolt & associates | 97.03K | 0.74% | $2.21M |
| Paradigm asset management | 72.50K | 0.40% | $1.63M |
| Lester murray antman dba simplyrich | 46.28K | 0.33% | $1.21M |
| Eagle global advisors | 314.91K | 0.32% | $8.23M |
| Dgs capital management | 7.89K | 0.21% | $838.58K |
| First affirmative financial network | 3.20K | 0.20% | $339.71K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 203.97K | 0.00% | 197.43K |
| Fmr | 762.76K | 0.00% | 115.07K |
| American century companies | 543.51K | 0.01% | 76.14K |
| Cwm | 93.91K | 0.01% | 51.59K |
| Vise | 39.60K | 0.04% | 39.60K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Healthcare of ontario pension plan trust fund | 178.00K | 0.01% | -453.50K |
| Allspring global investments | 26.17K | 0.00% | -208.19K |
| Groupama asset managment | - | - | -50.74K |
| Blackrock funding, inc. /de | 876.51K | 0.00% | -45.96K |
| International assets investment management | - | - | -36.67K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vise | 39.60K | 0.04% | 39.60K | $891.74K |
| Wetherby asset management | 36.58K | 0.04% | 36.58K | $823.80K |
| Y-intercept (hong kong) | 21.73K | 0.01% | 21.73K | $489.47K |
| Glenmede investment management, lp | 20.21K | 0.00% | 20.21K | $455.13K |
| First trust advisors lp | 17.39K | 0.00% | 17.39K | $1.85M |
Sold Out
| Holder | Change |
|---|---|
| West branch capital | -1.00 |
| Financial gravity asset management | -2.00 |
| Mendota financial group | -4.00 |
| Clearstead advisors | -6.00 |
| Johnson financial group | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 203 | 7.41% | 25,237,107 | 2.17% | 2 | 47.97% | 119 | -35.33% | 56 | 1300.00% |
| Mar 31, 2025 | 5 | -97.33% | 239,565 | -95.01% | - | 11.98% | 5 | -95.28% | - | -100.00% |
| Dec 31, 2024 | 172 | -0.58% | 4,694,132 | 2.81% | - | 259.42% | 97 | 7.78% | 48 | - |
| Sep 30, 2024 | 168 | - | 4,547,724 | 0.62% | - | 257.90% | 87 | -8.42% | 48 | -2.04% |
| Jun 30, 2024 | 163 | 3.82% | 4,458,725 | 1.33% | - | 265.61% | 91 | 3.41% | 48 | 23.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis International Equity ETF | 482.67K | 0.04% | 1.62K |
| Timothy Plan International A | 123.00K | 0.01% | -87.00K |
| HJIM International Select | 113.08K | 0.01% | - |
| ActivePassive International Equity ETF | 108.27K | 0.01% | 206.00 |
| Steward Values Enhanced International I | 78.46K | 0.01% | - |
| Steward International Enhanced Index I | 78.46K | 0.01% | - |
| Avantis International Large Cap Val ETF | 72.62K | 0.01% | - |
| Attucks International Equity | 57.00K | 0.01% | 57.00K |
| Allspring International DSIP | 29.43K | 0.00% | 14.71K |
| DFA International Core Equity Class F | 27.40K | 0.00% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2022 Q4 | - | 2 |
IX Ownership FAQ
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