ORIX Ownership | Who Owns ORIX?
ORIX Ownership Summary
ORIX is owned by 1.34% institutional investors, and 98.66% retail investors. Fmr is the largest institutional shareholder, holding 0.54% 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 | 1.34% | - | 98.66% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Credit Services Stocks | 39.41% | 11.37% | 49.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 5.94M | 0.54% | $178.26M |
| Morgan stanley | 5.01M | 0.45% | $150.17M |
| Todd asset management | 1.84M | 0.17% | $55.18M |
| Northern trust | 1.31M | 0.12% | $39.27M |
| Teachers retirement system of the state of kentucky | 1.15M | 0.10% | $34.40M |
| Cullen capital management | 1.08M | 0.10% | $32.40M |
| Clearbridge investments | 1.05M | 0.09% | $31.48M |
| American century companies | 962.40K | 0.09% | $28.86M |
| Blackrock funding, inc. /de | 938.97K | 0.08% | $28.16M |
| Quantinno capital management lp | 924.41K | 0.08% | $27.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ativo capital management | 51.15K | 1.33% | $1.53M |
| Henry james management | 111.45K | 1.21% | $3.34M |
| Todd asset management | 1.84M | 1.08% | $55.18M |
| Gilman hill asset management | 203.16K | 0.92% | $6.09M |
| Wambolt & associates | 97.03K | 0.74% | $2.21M |
| Lester murray antman dba simplyrich | 63.23K | 0.48% | $1.90M |
| Paradigm asset management | 66.40K | 0.47% | $1.99M |
| Eagle global advisors | 335.38K | 0.36% | $10.06M |
| Boston common asset management | 175.17K | 0.34% | $5.25M |
| Cullen capital management | 1.08M | 0.33% | $32.40M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cullen capital management | 1.08M | 0.33% | 1.08M |
| Clearbridge investments | 1.05M | 0.03% | 1.05M |
| Natixis advisors | 770.60K | 0.03% | 606.65K |
| Jones financial companies lllp | 606.30K | 0.01% | 605.64K |
| Fmr | 5.94M | 0.01% | 429.68K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 5.01M | 0.01% | -110.73K |
| Henry james management | 111.45K | 1.21% | -89.33K |
| Alphacore capital | - | - | -66.19K |
| Parr mcknight wealth management group | - | - | -65.39K |
| Marshall wace, llp | - | - | -58.49K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cullen capital management | 1.08M | 0.33% | 1.08M | $32.40M |
| Clearbridge investments | 1.05M | 0.03% | 1.05M | $31.48M |
| Jane street group | 167.46K | 0.00% | 167.46K | $5.02M |
| Calamos advisors | 163.34K | 0.02% | 163.34K | $4.90M |
| Oppenheimer asset management | 160.54K | 0.06% | 160.54K | $4.81M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 231 | -2.53% | 14,867,693 | -44.54% | 1 | 22.97% | 154 | 7.69% | 27 | -49.06% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis International Equity ETF | 779.69K | 0.07% | - |
| 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 | 114.50K | 0.01% | - |
| Steward Values Enhanced International I | 102.01K | 0.01% | - |
| Steward International Enhanced Index I | 78.46K | 0.01% | - |
| ActivePassive International Equity ETF | 69.90K | 0.01% | - |
| iShares Dynamic Equity Active ETF | 58.30K | 0.01% | 209.00 |
| Attucks International Equity | 57.00K | 0.01% | 57.00K |
| HJIM International Select | 50.98K | 0.00% | -23.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2022 Q4 | - | 2 |
IX Ownership FAQ
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