Orix IX Institutional Ownership

NYSE IX
$37.56 +0.06 (+0.15%)
As of: Aug 20, 2026 · 3:59 PM EDT

Institutions by Trading Activity

Ownership Statistics

221,111,000,000Shares Outstanding
34,008,848Shares held by institutions
$1,330,086,066Value of institutional holdings
0.02%Institutional ownership %
27.81%Shares Changed QoQ
275No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Orix Corp (NYSE:IX) appears in 275 institutional 13F filings for the quarter ending March 2026.

275 Institutional Holders

34,008,848 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
FMR LLC 31 Mar, 2026 5,944,003 429,675 7.79% $178,260,654.00
Morgan Stanley 31 Mar, 2026 5,007,215 -110,727 -2.16% $150,166,460.00
Bank Of America Corp /De/ 31 Mar, 2026 2,893,892 25,662 0.89% $86,787,821.00
TODD ASSET MANAGEMENT LLC 31 Mar, 2026 1,840,058 12,432 0.68% $55,183,525.00
Northern Trust Corp 31 Mar, 2026 1,309,408 241,232 22.58% $39,269,146.00
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 31 Mar, 2026 1,147,000 0 0.00% $34,398.00
Cullen Capital Management, LLC 31 Mar, 2026 1,080,361 1,080,361 0.00% $32,400,026.00
Clearbridge Investments, LLC 31 Mar, 2026 1,049,544 1,049,544 0.00% $31,475,827.00
AMERICAN CENTURY COMPANIES INC 31 Mar, 2026 962,400 200,350 26.29% $28,862,376.00
BlackRock, Inc. 31 Mar, 2026 938,967 32,224 3.55% $28,159,615.00
Quantinno Capital Management LP 31 Mar, 2026 924,415 129,739 16.33% $27,723,213.00
NATIXIS ADVISORS, LLC 31 Mar, 2026 770,599 770,599 0.00% $23,110.00
JONES FINANCIAL COMPANIES LLLP 31 Mar, 2026 606,300 605,636 91,210.24% $17,746,401.00
ENVESTNET ASSET MANAGEMENT INC 31 Mar, 2026 511,068 397,352 349.42% $15,326,924.00
Wells Fargo & Company/Mn 31 Mar, 2026 460,013 334,895 267.66% $13,795,797.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 31 Mar, 2026 352,072 67,902 23.89% $10,558,639.00
EAGLE GLOBAL ADVISORS LLC 31 Mar, 2026 335,378 380 0.11% $10,057,986.00
Jpmorgan Chase & Co 31 Mar, 2026 314,142 155,629 98.18% $9,160,425.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 31 Mar, 2026 291,079 42,969 17.32% $8,729,459.00
Raymond James Financial Inc 31 Mar, 2026 209,552 191,391 1,053.86% $6,284,443.00