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 0.06% 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
Henry james management	239.54K	1.91%	$6.26M
Ativo capital management	51.16K	1.31%	$1.49M
Todd asset management	1.83M	1.04%	$53.40M
Gilman hill asset management	199.35K	0.92%	$5.82M
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
Boston common asset management	176.40K	0.26%	$5.15M
Teachers retirement system of the state of kentucky	1.15M	0.25%	$33.52M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	4.91M	0.01%	753.94K
Millennium management	203.97K	0.00%	197.43K
Quantinno capital management lp	628.11K	0.04%	146.78K
Calamos wealth management	140.40K	0.14%	140.40K
American century companies	639.30K	0.01%	95.80K

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
Rmb capital management	-	-	-61.77K
Boston common asset management	176.40K	0.26%	-58.68K

New Positions

Holder	Shares	% Assets	Change	Value
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
Ubs asset management americas	15.40K	0.00%	15.40K	$449.90K
Vident advisory	14.64K	0.00%	14.64K	$382.53K

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 %
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	715.38K	0.06%	-
Timothy Plan International A	126.00K	0.01%	3.00K
Avantis International Large Cap Val ETF	102.40K	0.01%	-
Steward Values Enhanced International I	78.46K	0.01%	32.20K
Steward International Enhanced Index I	78.46K	0.01%	-
HJIM International Select	74.28K	0.01%	-
ActivePassive International Equity ETF	63.02K	0.01%	63.02K
Attucks International Equity	57.00K	0.01%	57.00K
Avantis Responsible International Eq ETF	40.96K	0.00%	-
Avantis® International Equity Instl	30.98K	0.00%	-

Insider Transactions Trends

Date	Buy	Sell
2022 Q4	-	2

IX Ownership FAQ

Who Owns ORIX?

ORIX shareholders are primarily institutional investors at 1.57%, followed by 0% insiders and 0% retail investors. The average institutional ownership in ORIX's industry, Credit Services Stocks, is 34.10%, which ORIX falls below.

Who owns the most shares of ORIX?

ORIX’s largest shareholders are Morgan stanley (5.12M shares, 0.46%), Fmr (4.91M shares, 0.43%), and Todd asset management (1.83M shares, 0.16%). Together, they hold 1.06% of ORIX’s total shares outstanding.

Does Blackrock own ORIX?

BlackRock is not among the top 10 institutional shareholders of ORIX.

Who is ORIX’s biggest shareholder by percentage of total assets invested?

Henry james management is ORIX’s biggest shareholder by percentage of total assets invested, with 1.91% of its assets in 239.54K ORIX shares, valued at 6.26M$.

Who is the top mutual fund holder of ORIX shares?

Avantis International Equity ETF is the top mutual fund holder of ORIX shares, with 0.06% of its total shares outstanding invested in 715.38K ORIX shares.

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