ORIX Ownership | Who Owns ORIX?
ORIX Ownership Summary
ORIX is owned by 1.57% institutional investors, and 98.43% retail investors. Morgan stanley is the largest institutional shareholder, holding 0.46% of IX shares. Avantis International Equity ETF is the top mutual fund, with 0.07% of its assets in ORIX shares.
IX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ORIX | 1.57% | - | 98.43% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Credit Services Stocks | 34.10% | 9.51% | 56.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 5.12M | 0.46% | $149.55M |
| Fmr | 4.91M | 0.43% | $128.16M |
| Todd asset management | 1.83M | 0.16% | $53.40M |
| Teachers retirement system of the state of kentucky | 1.15M | 0.10% | $33.52M |
| Northern trust | 1.09M | 0.10% | $28.46M |
| Blackrock funding, inc. /de | 906.74K | 0.08% | $26.50M |
| American century companies | 639.30K | 0.06% | $16.70M |
| Quantinno capital management lp | 628.11K | 0.06% | $16.41M |
| Bank of america corp /de/ | 472.95K | 0.04% | $52.64M |
| Eagle global advisors | 335.00K | 0.03% | $9.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ativo capital management | 51.16K | 1.31% | $1.49M |
| Henry james management | 111.45K | 1.21% | $3.34M |
| Todd asset management | 1.83M | 1.04% | $53.40M |
| Gilman hill asset management | 203.16K | 0.92% | $6.09M |
| Wambolt & associates | 97.03K | 0.74% | $2.21M |
| Lester murray antman dba simplyrich | 63.32K | 0.48% | $1.85M |
| Paradigm asset management | 66.40K | 0.45% | $1.94M |
| Eagle global advisors | 335.00K | 0.36% | $9.79M |
| Dgs capital management | 64.94K | 0.32% | $1.95M |
| Boston common asset management | 176.40K | 0.26% | $5.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 4.91M | 0.01% | 753.94K |
| Millennium management | 203.97K | 0.00% | 197.43K |
| Oppenheimer asset management | 160.54K | 0.06% | 160.54K |
| Gradient investments | 157.45K | 0.07% | 157.45K |
| Quantinno capital management lp | 628.11K | 0.04% | 146.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wells fargo & company/mn | 125.08K | 0.00% | -598.27K |
| Arrowstreet capital, limited partnership | - | - | -205.39K |
| Healthcare of ontario pension plan trust fund | 65.20K | 0.00% | -112.80K |
| Henry james management | 111.45K | 1.21% | -89.33K |
| Rmb capital management | - | - | -61.77K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Oppenheimer asset management | 160.54K | 0.06% | 160.54K | $4.81M |
| Gradient investments | 157.45K | 0.07% | 157.45K | $4.72M |
| Calamos wealth management | 140.40K | 0.14% | 140.40K | $4.10M |
| Capitolis liquid global markets | 64.90K | 0.01% | 64.90K | $1.70M |
| Connor, clark & lunn investment management | 34.11K | 0.00% | 34.11K | $996.61K |
Sold Out
| Holder | Change |
|---|---|
| West branch capital | -1.00 |
| Financial gravity asset management | -2.00 |
| Murphy & mullick capital management | -4.00 |
| Mendota financial group | -4.00 |
| Central trust | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 209 | -2.34% | 17,594,665 | -30.48% | 1 | 31.41% | 123 | - | 47 | -4.08% |
| Sep 30, 2025 | 204 | -0.97% | 25,225,213 | -0.28% | 2 | 45.06% | 116 | -4.92% | 47 | -16.07% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis International Equity ETF | 747.83K | 0.07% | 5.65K |
| Schafer Cullen Int'l High Dividend ADR | 617.67K | 0.06% | 617.67K |
| Timothy Plan International A | 149.00K | 0.01% | 23.00K |
| Avantis International Large Cap Val ETF | 111.70K | 0.01% | 2.30K |
| Steward Values Enhanced International I | 102.01K | 0.01% | - |
| Steward International Enhanced Index I | 78.46K | 0.01% | - |
| HJIM International Select | 74.28K | 0.01% | - |
| ActivePassive International Equity ETF | 68.72K | 0.01% | 126.00 |
| Attucks International Equity | 57.00K | 0.01% | 57.00K |
| Avantis® International Equity Instl | 46.36K | 0.00% | 8.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2022 Q4 | - | 2 |
IX Ownership FAQ
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