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
Qrg capital management	250.18K	0.02%	$5.63M
Henry james management	242.97K	0.02%	$5.47M
Arrowstreet capital, limited partnership	236.60K	0.02%	$5.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Henry james management	242.97K	1.80%	$5.47M
Ativo capital management	11.63K	1.23%	$1.24M
Todd asset management	1.74M	0.85%	$39.21M
Wambolt & associates	97.03K	0.74%	$2.21M
Gilman hill asset management	36.59K	0.68%	$3.89M
Paradigm asset management	72.50K	0.40%	$1.63M
Eagle global advisors	80.70K	0.35%	$8.57M
Lester murray antman dba simplyrich	45.64K	0.29%	$1.03M
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
Vise	39.60K	0.04%	39.60K
Callan family office	66.28K	0.05%	37.40K

Top Sellers

Holder	Shares	% Assets	Change
Healthcare of ontario pension plan trust fund	178.00K	0.01%	-453.50K
Groupama asset managment	-	-	-50.74K
Blackrock funding, inc. /de	876.51K	0.00%	-45.96K
International assets investment management	-	-	-36.67K
Henry james management	242.97K	1.80%	-35.90K

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	457.39K	0.04%	627.00
Timothy Plan International A	210.00K	0.02%	-
ActivePassive International Equity ETF	142.01K	0.01%	-
HJIM International Select	113.08K	0.01%	-
Steward Values Enhanced International I	78.46K	0.01%	-
Steward International Enhanced Index I	78.46K	0.01%	-
Avantis International Large Cap Val ETF	67.46K	0.01%	1.52K
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

Who Owns ORIX?

ORIX shareholders are primarily institutional investors at 2.20%, followed by 0% insiders and 0% retail investors. The average institutional ownership in ORIX's industry, Credit Services Stocks, is 53.72%, which ORIX falls below.

Who owns the most shares of ORIX?

ORIX’s largest shareholders are Todd asset management (1.74M shares, 0.15%), Teachers retirement system of the state of kentucky (1.06M shares, 0.09%), and Morgan stanley (1.02M shares, 0.09%). Together, they hold 0.33% 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 1.80% of its assets in 242.97K ORIX shares, valued at 5.47M$.

Who is the top mutual fund holder of ORIX shares?

Avantis International Equity ETF is the top mutual fund holder of ORIX shares, with 0.04% of its total shares outstanding invested in 457.39K ORIX shares.

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