ORIX Ownership 2024 | Who Owns ORIX Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

0.06%

0

Institutional Holders

97.00

ORIX Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MORGAN STANLEY0.09%0.01%1,021,42811,5061.14%113,685,149Jun 30, 2024
FMR LLC0.05%0.00%589,51160,31511.40%65,612,630Jun 30, 2024
BANK OF AMERICA CORP /DE/0.04%0.00%472,9532,9150.62%52,639,695Jun 30, 2024
TODD ASSET MANAGEMENT LLC0.03%0.80%346,28539,85313.01%38,541,904Jun 30, 2024
WELLS FARGO & COMPANY/MN0.02%0.01%219,178-4,993-2.23%24,394,456Jun 30, 2024
BLACKROCK INC.0.02%0.00%198,391-7,697-3.73%22,080,905Jun 30, 2024
NORTHERN TRUST CORP0.01%0.00%132,1714980.38%14,710,632,000Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.01%0.01%85,0514,7825.96%9,466,176Jun 30, 2024
EAGLE GLOBAL ADVISORS LLC0.01%0.46%78,8646050.77%8,777,563Jun 30, 2024
HENRY JAMES INTERNATIONAL MANAGEMENT INC.0.01%2.39%60,5801,5632.65%6,742,554Jun 30, 2024
QRG CAPITAL MANAGEMENT, INC.0.00%0.07%52,7578581.65%5,871,902Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.00%0.06%51,360-16,190-23.97%5,716,368Jun 30, 2024
GROUPAMA ASSET MANAGMENT0.00%2.45%50,736-6,864-11.92%180,226,913Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.00%0.00%49,090-9,232-15.83%5,464,000Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.00%0.02%47,400--5,275,620Jun 30, 2024
NATIXIS ADVISORS, L.P.0.00%0.01%38,5373,3819.62%4,289,000Jun 30, 2024
MERCER GLOBAL ADVISORS INC /ADV0.00%0.01%37,9021900.50%4,218,543Jun 30, 2024
GILMAN HILL ASSET MANAGEMENT, LLC0.00%0.65%32,025-65-0.20%3,564,351Jun 30, 2024
QUANTINNO CAPITAL MANAGEMENT LP0.00%0.06%29,3327,20132.54%3,264,685Jun 30, 2024
PATHSTONE HOLDINGS, LLC0.00%0.01%28,2352,2448.63%3,142,531Jun 30, 2024

ORIX's largest institutional shareholder is MORGAN STANLEY, holding 0.09% of the company's total share outstanding, currently valued at $113.69M. The top 10 institutional shareholders own together 0.28% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GROUPAMA ASSET MANAGMENT0.00%2.45%50,736-6,864-11.92%180,226,913Jun 30, 2024
HENRY JAMES INTERNATIONAL MANAGEMENT INC.0.01%2.39%60,5801,5632.65%6,742,554Jun 30, 2024
ATIVO CAPITAL MANAGEMENT LLC0.00%1.37%11,890-99-0.83%1,323,311Jun 30, 2024
TODD ASSET MANAGEMENT LLC0.03%0.80%346,28539,85313.01%38,541,904Jun 30, 2024
WAMBOLT & ASSOCIATES, LLC0.00%0.66%20,4736733.40%2,270,663Jun 30, 2024
GILMAN HILL ASSET MANAGEMENT, LLC0.00%0.65%32,025-65-0.20%3,564,351Jun 30, 2024
PARADIGM ASSET MANAGEMENT CO LLC0.00%0.64%20,400-3,700-15.35%2,270,520Jun 30, 2024
EAGLE GLOBAL ADVISORS LLC0.01%0.46%78,8646050.77%8,777,563Jun 30, 2024
LESTER MURRAY ANTMAN DBA SIMPLYRICH0.00%0.22%6,279--698,000Jun 30, 2024
NAPLES GLOBAL ADVISORS, LLC0.00%0.20%17,913--1,993,717Jun 30, 2024
FIRST AFFIRMATIVE FINANCIAL NETWORK0.00%0.19%2,5022249.83%278,486Jun 30, 2024
COTTONWOOD CAPITAL ADVISORS, LLC0.00%0.16%1,8691,869100.00%210,674Jun 30, 2024
BTC CAPITAL MANAGEMENT, INC.0.00%0.15%14,062-814-5.47%1,565,104Jun 30, 2024
STRATEGIC GLOBAL ADVISORS, LLC0.00%0.13%2,888-2,785-49.09%604,470Jun 30, 2024
FIRST TRUST DIRECT INDEXING L.P.0.00%0.12%17,938-503-2.73%1,996,461Jun 30, 2024
CALLAN CAPITAL, LLC0.00%0.09%9,4551,81223.71%1,052,342Jun 30, 2024
QRG CAPITAL MANAGEMENT, INC.0.00%0.07%52,7578581.65%5,871,902Jun 30, 2024
RITHOLTZ WEALTH MANAGEMENT0.00%0.06%16,328-450-2.68%1,817,308Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.00%0.06%51,360-16,190-23.97%5,716,368Jun 30, 2024
QUANTINNO CAPITAL MANAGEMENT LP0.00%0.06%29,3327,20132.54%3,264,685Jun 30, 2024

The largest ORIX shareholder by % of total assets is GROUPAMA ASSET MANAGMENT. The company owns 50.74K shares of ORIX (IX), representing 2.45% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FMR LLC0.05%0.00%589,51160,31511.40%65,612,630Jun 30, 2024
TODD ASSET MANAGEMENT LLC0.03%0.80%346,28539,85313.01%38,541,904Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.00%0.01%12,93112,931100.00%1,439,220Jun 30, 2024
MORGAN STANLEY0.09%0.01%1,021,42811,5061.14%113,685,149Jun 30, 2024
QUANTINNO CAPITAL MANAGEMENT LP0.00%0.06%29,3327,20132.54%3,264,685Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.00%0.00%23,2254,85426.42%2,584,943Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.01%0.01%85,0514,7825.96%9,466,176Jun 30, 2024
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC0.00%0.05%23,9564,13120.84%2,656,175Jun 30, 2024
CAPROCK GROUP, LLC0.00%0.02%3,9713,971100.00%441,972Jun 30, 2024
NATIXIS ADVISORS, L.P.0.00%0.01%38,5373,3819.62%4,289,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.00%0.00%16,6783,33324.98%1,856,261Jun 30, 2024
BANK OF AMERICA CORP /DE/0.04%0.00%472,9532,9150.62%52,639,695Jun 30, 2024
CHOREO, LLC0.00%0.01%2,8312,831100.00%314,238Jun 30, 2024
HARDY REED LLC0.00%0.03%2,6852,685100.00%298,841Jun 30, 2024
GLENMEDE TRUST CO NA0.00%0.00%2,6392,639100.00%293,720Jun 30, 2024
MARINER, LLC0.00%0.00%14,2752,48721.10%1,588,008Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.00%0.01%10,9632,47429.14%1,220,233Jun 30, 2024
VIDENT ADVISORY, LLC0.00%0.04%12,4732,26522.19%1,388,426Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.00%0.00%3,1042,262268.65%345,474Jun 30, 2024
PATHSTONE HOLDINGS, LLC0.00%0.01%28,2352,2448.63%3,142,531Jun 30, 2024

As of Jun 30 2024, ORIX's largest institutional buyer is FMR LLC. The company purchased 60.31K stocks of IX, valued at $65.61M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.00%0.06%51,360-16,190-23.97%5,716,368Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.00%0.00%49,090-9,232-15.83%5,464,000Jun 30, 2024
BLACKROCK INC.0.02%0.00%198,391-7,697-3.73%22,080,905Jun 30, 2024
GROUPAMA ASSET MANAGMENT0.00%2.45%50,736-6,864-11.92%180,226,913Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC----5,781-100.00%-Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC0.00%0.00%25,165-5,537-18.03%2,800,854Jun 30, 2024
CERITY PARTNERS LLC0.00%0.00%13,857-5,125-27.00%1,542,306Jun 30, 2024
WELLS FARGO & COMPANY/MN0.02%0.01%219,178-4,993-2.23%24,394,456Jun 30, 2024
EMPLOYEES RETIREMENT SYSTEM OF TEXAS----4,307-100.00%-Jun 30, 2024
ALPHAQ ADVISORS LLC----4,204-100.00%-Jun 30, 2024
PARADIGM ASSET MANAGEMENT CO LLC0.00%0.64%20,400-3,700-15.35%2,270,520Jun 30, 2024
STRATEGIC GLOBAL ADVISORS, LLC0.00%0.13%2,888-2,785-49.09%604,470Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----2,618-100.00%-Jun 30, 2024
PROSPERITY CONSULTING GROUP, LLC----2,271-100.00%-Jun 30, 2024
ETHIC INC.0.00%0.01%2,660-1,715-39.20%296,058Jun 30, 2024
D. E. SHAW & CO., INC.0.00%0.00%2,644-1,595-37.63%294,277Jun 30, 2024
UBS GROUP AG0.00%0.00%2,235-914-29.03%248,756Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.00%0.00%12,904-906-6.56%1,436,215Jun 30, 2024
BTC CAPITAL MANAGEMENT, INC.0.00%0.15%14,062-814-5.47%1,565,104Jun 30, 2024
JOHNSON INVESTMENT COUNSEL INC0.00%0.00%2,159-800-27.04%240,297Jun 30, 2024

As of Jun 30 2024, ORIX's biggest institutional seller is O'SHAUGHNESSY ASSET MANAGEMENT, LLC. The company sold -16.19K shares of IX, valued at $5.72M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.00%0.01%12,93112,931100.00%1,439,220Jun 30, 2024
CAPROCK GROUP, LLC0.00%0.02%3,9713,971100.00%441,972Jun 30, 2024
CHOREO, LLC0.00%0.01%2,8312,831100.00%314,238Jun 30, 2024
HARDY REED LLC0.00%0.03%2,6852,685100.00%298,841Jun 30, 2024
GLENMEDE TRUST CO NA0.00%0.00%2,6392,639100.00%293,720Jun 30, 2024
BALLENTINE PARTNERS, LLC0.00%0.00%2,0202,020100.00%224,827Jun 30, 2024
COTTONWOOD CAPITAL ADVISORS, LLC0.00%0.16%1,8691,869100.00%210,674Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.00%0.01%1,8211,821100.00%202,677Jun 30, 2024
0.00%0.04%610610100.00%67,893Jun 30, 2024
ADDISON ADVISORS LLC-0.01%259259100.00%28,827Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC-0.00%152152100.00%16,918Jun 30, 2024
VENTURI WEALTH MANAGEMENT, LLC-0.00%5757100.00%6,345Jun 30, 2024
FRAZIER FINANCIAL ADVISORS, LLC-0.00%5252100.00%5,788Jun 30, 2024
PACIFIC CAPITAL WEALTH ADVISORS, INC-0.00%5151100.00%5,676Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC-0.00%4242100.00%4,675Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC-0.00%2323100.00%2,560Jun 30, 2024
LARSON FINANCIAL GROUP LLC-0.00%1717100.00%1,892Jun 30, 2024
FAMILY FIRM, INC.-0.00%99100.00%1,002Jun 30, 2024
MENDOTA FINANCIAL GROUP, LLC-0.00%66100.00%668Jun 30, 2024

ORIX's largest new institutional shareholder by number of shares is CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD., purchased 12.93K shares, valued at $1.44M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JANNEY MONTGOMERY SCOTT LLC----5,781-100.00%-Jun 30, 2024
EMPLOYEES RETIREMENT SYSTEM OF TEXAS----4,307-100.00%-Jun 30, 2024
ALPHAQ ADVISORS LLC----4,204-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----2,618-100.00%-Jun 30, 2024
PROSPERITY CONSULTING GROUP, LLC----2,271-100.00%-Jun 30, 2024
ZRC WEALTH MANAGEMENT, LLC----98-100.00%-Jun 30, 2024
BOKF, NA----25-100.00%-Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP----19-100.00%-Jun 30, 2024
SMITHFIELD TRUST CO----19-100.00%-Jun 30, 2024
JOHNSON FINANCIAL GROUP, INC.----7-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----2-100.00%-Jun 30, 2024

ORIX's largest sold out institutional shareholder by shares sold is JANNEY MONTGOMERY SCOTT LLC, sold -5.78K shares, valued at -, as of undefined.

ORIX Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Nuveen Tax-Advantaged Dividend Growth Fund0.08%49,239--Sep 30, 2021
TIMOTHY PLAN0.01%39,500--Mar 31, 2024
STEWARD FUNDS, INC.0.00%9,564-209-2.14%Jan 31, 2024
Forward Funds0.00%6,600--Sep 30, 2022
Nuveen Multi-Asset Income Fund0.00%39,682--Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%76,7074,8466.74%Feb 29, 2024
PRAXIS MUTUAL FUNDS0.00%5,325--Dec 31, 2023
TRUST FOR PROFESSIONAL MANAGERS0.00%30,92517,541131.06%Feb 29, 2024
JOHNSON MUTUAL FUNDS TRUST0.00%2,450--Mar 31, 2024
Dunham Funds0.00%2,688--Jan 31, 2024
ETF Series Solutions0.00%361--Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%8,050--Jan 31, 2024
RBB FUND, INC.0.00%60-11,540-99.48%Feb 29, 2024
SPDR SERIES TRUST0.00%22,322--Mar 31, 2024

ORIX's largest mutual fund holder by % of total assets is "Nuveen Tax-Advantaged Dividend Growth Fund", owning 49.24K shares, compromising 0.08% of its total assets.

ORIX Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2497-37.82%
31 Mar, 241564.70%
31 Dec, 2314912.88%
30 Sep, 231324.76%
30 Jun, 231265.00%
31 Mar, 23120-6.25%
31 Dec, 221284.07%
30 Sep, 22123-9.56%
30 Jun, 22136-2.16%
31 Mar, 22139-4.79%
31 Dec, 2114610.61%
30 Sep, 2113212.82%
30 Jun, 21117-4.10%
31 Mar, 211220.83%
31 Dec, 2012110.00%
30 Sep, 20110-
30 Jun, 20110-0.90%
31 Mar, 20111-5.93%
31 Dec, 191188.26%
30 Sep, 19109-9.17%
30 Jun, 19120-6.98%
31 Mar, 19129-16.23%
31 Dec, 181544.76%
30 Sep, 181473.52%
30 Jun, 18142-7.79%
31 Mar, 181549.22%
31 Dec, 1714113.71%
30 Sep, 17124-
30 Jun, 17124-3.88%
31 Mar, 17129-4.44%
31 Dec, 161358.87%
30 Sep, 1612410.71%
30 Jun, 16112-0.88%
31 Mar, 1611316.49%
31 Dec, 15972.11%
30 Sep, 1595-2.06%
30 Jun, 15972.11%
31 Mar, 15951.06%
31 Dec, 1494-6.93%
30 Sep, 141016.32%
30 Jun, 1495-5.00%
31 Mar, 141008.70%
31 Dec, 13924.55%
30 Sep, 13888.64%
30 Jun, 1381125.00%
31 Mar, 1336-5.26%
31 Dec, 12382.70%
30 Sep, 123723.33%
30 Jun, 123011.11%
31 Mar, 12273.85%
31 Dec, 112644.44%
30 Sep, 1118-18.18%
30 Jun, 1122-4.35%
31 Mar, 112353.33%
31 Dec, 1015-
30 Sep, 101525.00%
30 Jun, 10129.09%
31 Mar, 101122.22%
31 Dec, 099-18.18%
30 Sep, 091183.33%
30 Jun, 096-14.29%
31 Mar, 097-50.00%
31 Dec, 0814-12.50%
30 Sep, 0816-27.27%
30 Jun, 0822-8.33%
31 Mar, 082433.33%
31 Dec, 07185.88%
30 Sep, 0717-26.09%
30 Jun, 072353.33%
31 Mar, 0715-28.57%
31 Dec, 062123.53%
30 Sep, 061730.77%
30 Jun, 0613-13.33%
31 Mar, 061515.38%
31 Dec, 051318.18%
30 Sep, 051110.00%
30 Jun, 0510-9.09%
31 Mar, 0511266.67%
31 Dec, 043-40.00%
30 Sep, 045-
30 Jun, 04566.67%
31 Mar, 043-40.00%
31 Dec, 03566.67%
30 Sep, 03350.00%
30 Jun, 032-33.33%
31 Mar, 033-25.00%
31 Dec, 02433.33%
30 Sep, 023-
30 Jun, 023-
31 Mar, 02350.00%
31 Dec, 012-
30 Sep, 012-
30 Jun, 012100.00%
31 Mar, 011-
31 Dec, 001-
30 Sep, 001-50.00%
30 Jun, 002-
31 Mar, 002-
31 Dec, 992-
30 Sep, 992-

As of 30 Jun 24, 97 institutions are holding ORIX's shares, representing a decrease of -37.82% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24721,368-83.61%
31 Mar, 244,400,1353.52%
31 Dec, 234,250,5030.89%
30 Sep, 234,212,9232.86%
30 Jun, 234,095,6632.45%
31 Mar, 233,997,5535.07%
31 Dec, 223,804,657-0.48%
30 Sep, 223,823,062-1.95%
30 Jun, 223,899,243-2.79%
31 Mar, 224,011,202-11.43%
31 Dec, 214,528,95817.32%
30 Sep, 213,860,473-1.23%
30 Jun, 213,908,4030.86%
31 Mar, 213,875,154-7.70%
31 Dec, 204,198,233-3.67%
30 Sep, 204,358,02912.55%
30 Jun, 203,871,960-9.37%
31 Mar, 204,272,1746.85%
31 Dec, 193,998,2862.21%
30 Sep, 193,911,9933.35%
30 Jun, 193,785,0820.69%
31 Mar, 193,759,109-25.14%
31 Dec, 185,021,6971.46%
30 Sep, 184,949,214-3.38%
30 Jun, 185,122,1803.91%
31 Mar, 184,929,6604.61%
31 Dec, 174,712,491-3.03%
30 Sep, 174,859,705-1.09%
30 Jun, 174,913,3191.71%
31 Mar, 174,830,4824.23%
31 Dec, 164,634,3376.92%
30 Sep, 164,334,389-6.24%
30 Jun, 164,622,945-3.24%
31 Mar, 164,777,5527.39%
31 Dec, 154,448,9895.18%
30 Sep, 154,229,971-3.95%
30 Jun, 154,403,80734.30%
31 Mar, 153,279,0033.97%
31 Dec, 143,153,798-5.24%
30 Sep, 143,328,1235.33%
30 Jun, 143,159,724-2.11%
31 Mar, 143,227,943-4.50%
31 Dec, 133,380,1944.09%
30 Sep, 133,247,2724.86%
30 Jun, 133,096,721138.09%
31 Mar, 131,300,644-7.96%
31 Dec, 121,413,06427.25%
30 Sep, 121,110,43413.91%
30 Jun, 12974,81211.76%
31 Mar, 12872,228-14.90%
31 Dec, 111,024,89712.02%
30 Sep, 11914,95559.71%
30 Jun, 11572,886-99.73%
31 Mar, 11216,130,349-0.01%
31 Dec, 10216,150,42022992.85%
30 Sep, 10936,00641.78%
30 Jun, 10660,177-99.68%
31 Mar, 10204,767,95232526.31%
31 Dec, 09627,616-16.91%
30 Sep, 09755,35363.04%
30 Jun, 09463,28714.39%
31 Mar, 09404,996-42.90%
31 Dec, 08709,27814.04%
30 Sep, 08621,964-61.10%
30 Jun, 081,598,94348.01%
31 Mar, 081,080,26647.57%
31 Dec, 07732,0308.63%
30 Sep, 07673,8688.03%
30 Jun, 07623,793-8.20%
31 Mar, 07679,507-24.35%
31 Dec, 06898,2776.23%
30 Sep, 06845,617336.53%
30 Jun, 06193,713-52.22%
31 Mar, 06405,386-34.19%
31 Dec, 05615,97085.54%
30 Sep, 05331,995-53.41%
30 Jun, 05712,6215.21%
31 Mar, 05677,330519.29%
31 Dec, 04109,372-80.25%
30 Sep, 04553,675-10.97%
30 Jun, 04621,932357.51%
31 Mar, 04135,939-3.82%
31 Dec, 03141,339-25.36%
30 Sep, 03189,36623.61%
30 Jun, 03153,191-21.31%
31 Mar, 03194,665-40.93%
31 Dec, 02329,56341.42%
30 Sep, 02233,0360.14%
30 Jun, 02232,713-17.81%
31 Mar, 02283,13035.39%
31 Dec, 01209,124-6.29%
30 Sep, 01223,172-4.70%
30 Jun, 01234,1894.30%
31 Mar, 01224,542-1.69%
31 Dec, 00228,392-8.16%
30 Sep, 00248,69517.18%
30 Jun, 00212,23831.41%
31 Mar, 00161,510636.41%
31 Dec, 9921,9328.04%
30 Sep, 9920,300-

ORIX (IX) has 721.37K shares outstanding as of 30 Jun 24, down -83.61% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 240.06%42.97%
31 Mar, 240.38%281.18%
31 Dec, 230.37%280.14%
30 Sep, 230.36%295.29%
30 Jun, 230.35%301.70%
31 Mar, 230.34%324.66%
31 Dec, 220.32%305.75%
30 Sep, 220.33%305.95%
30 Jun, 220.33%289.66%
31 Mar, 220.34%233.76%
31 Dec, 210.38%363.22%
30 Sep, 210.32%314.41%
30 Jun, 210.32%317.37%
31 Mar, 210.32%268.08%
31 Dec, 200.34%269.53%
30 Sep, 200.36%380.90%
30 Jun, 200.31%268.14%
31 Mar, 200.34%337.81%
31 Dec, 190.32%339.34%
30 Sep, 190.31%349.86%
30 Jun, 190.30%343.18%
31 Mar, 190.29%191.02%
31 Dec, 180.39%262.65%
30 Sep, 180.39%241.87%
30 Jun, 180.40%270.18%
31 Mar, 180.38%284.50%
31 Dec, 170.37%255.72%
30 Sep, 170.38%268.49%
30 Jun, 170.38%275.34%
31 Mar, 170.37%294.10%
31 Dec, 160.35%322.53%
30 Sep, 160.33%266.62%
30 Jun, 160.35%265.53%
31 Mar, 160.36%316.41%
31 Dec, 150.34%325.52%
30 Sep, 150.32%285.78%
30 Jun, 150.34%536.56%
31 Mar, 150.25%431.95%
31 Dec, 140.24%373.07%
30 Sep, 140.25%445.79%
30 Jun, 140.24%401.35%
31 Mar, 140.24%373.92%
31 Dec, 130.26%424.34%
30 Sep, 130.25%419.56%
30 Jun, 130.24%2343.41%
31 Mar, 130.10%8.34%
31 Dec, 121.10%146.74%
30 Sep, 120.87%149.63%
30 Jun, 120.76%164.06%
31 Mar, 120.68%106.32%
31 Dec, 110.80%156.76%
30 Sep, 110.71%356.97%
30 Jun, 110.45%0.00%
31 Mar, 11168.79%0.59%
31 Dec, 10168.81%31590.77%
30 Sep, 100.73%274.98%
30 Jun, 100.52%0.00%
31 Mar, 10159.92%66570.72%
31 Dec, 090.49%140.85%
30 Sep, 090.59%450.64%
30 Jun, 090.36%361.65%
31 Mar, 090.32%103.09%
31 Dec, 080.55%234.80%
30 Sep, 080.49%31.15%
30 Jun, 081.25%175.43%
31 Mar, 080.84%258.12%
31 Dec, 070.57%206.40%
30 Sep, 070.53%221.74%
30 Jun, 070.49%172.98%
31 Mar, 070.53%107.84%
31 Dec, 060.70%160.86%
30 Sep, 060.66%2885.19%
30 Jun, 060.15%150.92%
31 Mar, 060.32%136.79%
31 Dec, 050.48%715.54%
30 Sep, 050.26%83.72%
30 Jun, 050.56%198.88%
31 Mar, 050.53%7251.64%
31 Dec, 040.09%45.68%
30 Sep, 040.43%183.30%
30 Jun, 040.49%4308.00%
31 Mar, 040.11%871.20%
31 Dec, 030.11%504.67%
30 Sep, 030.15%103011.67%
30 Jun, 030.01%5176.97%
31 Mar, 030.02%2298.44%
31 Dec, 020.03%7770.33%
30 Sep, 020.02%5502.20%
30 Jun, 020.02%3719.00%
31 Mar, 020.02%8306.13%
31 Dec, 010.02%5385.63%
30 Sep, 010.02%5207.65%
30 Jun, 010.02%5960.00%
31 Mar, 010.02%5523.03%
31 Dec, 000.02%4734.02%
30 Sep, 000.02%7059.04%
30 Jun, 000.02%10429.37%
31 Mar, 000.01%433182.35%
31 Dec, 990.00%67525.00%
30 Sep, 990.00%-

As of 30 Jun 24, ORIX is held by 0.06% institutional shareholders, representing a 42.97% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2452-40.91%
31 Mar, 24881.15%
31 Dec, 238727.94%
30 Sep, 2368-2.86%
30 Jun, 237018.64%
31 Mar, 2359-1.67%
31 Dec, 226022.45%
30 Sep, 2249-23.44%
30 Jun, 2264-14.67%
31 Mar, 2275-19.35%
31 Dec, 219322.37%
30 Sep, 217624.59%
30 Jun, 2161-8.96%
31 Mar, 2167-4.29%
31 Dec, 20709.38%
30 Sep, 206442.22%
30 Jun, 2045-21.05%
31 Mar, 2057-18.57%
31 Dec, 197037.25%
30 Sep, 1951-21.54%
30 Jun, 196516.07%
31 Mar, 1956-28.21%
31 Dec, 187818.18%
30 Sep, 1866-7.04%
30 Jun, 1871-21.11%
31 Mar, 18902.27%
31 Dec, 178827.54%
30 Sep, 176918.97%
30 Jun, 17585.45%
31 Mar, 1755-8.33%
31 Dec, 16601.69%
30 Sep, 165911.32%
30 Jun, 1653-23.19%
31 Mar, 166925.45%
31 Dec, 1555-
30 Sep, 1555-9.84%
30 Jun, 15617.02%
31 Mar, 155758.33%
31 Dec, 1436-28.00%
30 Sep, 145019.05%
30 Jun, 1442-20.75%
31 Mar, 145332.50%
31 Dec, 1340-16.67%
30 Sep, 1348-21.31%
30 Jun, 1361238.89%
31 Mar, 1318-5.26%
31 Dec, 12195.56%
30 Sep, 121812.50%
30 Jun, 1216-
31 Mar, 121614.29%
31 Dec, 1114133.33%
30 Sep, 116-40.00%
30 Jun, 1110-28.57%
31 Mar, 1114133.33%
31 Dec, 106-40.00%
30 Sep, 101025.00%
30 Jun, 108-
31 Mar, 10833.33%
31 Dec, 096-40.00%
30 Sep, 0910100.00%
30 Jun, 095-
31 Mar, 095-50.00%
31 Dec, 081025.00%
30 Sep, 088-42.86%
30 Jun, 0814-12.50%
31 Mar, 081660.00%
31 Dec, 0710-28.57%
30 Sep, 0714-36.36%
30 Jun, 072283.33%
31 Mar, 0712-25.00%
31 Dec, 061645.45%
30 Sep, 061157.14%
30 Jun, 067-12.50%
31 Mar, 068-
31 Dec, 058-11.11%
30 Sep, 05912.50%
30 Jun, 058-20.00%
31 Mar, 0510233.33%
31 Dec, 043-25.00%
30 Sep, 044-
30 Jun, 04433.33%
31 Mar, 043-
31 Dec, 033200.00%
30 Sep, 031-
30 Jun, 03--
31 Mar, 03--100.00%
31 Dec, 021-50.00%
30 Sep, 022100.00%
30 Jun, 021-50.00%
31 Mar, 022100.00%
31 Dec, 011-
30 Sep, 01--100.00%
30 Jun, 011-
31 Mar, 01--
31 Dec, 00--100.00%
30 Sep, 001-50.00%
30 Jun, 002-
31 Mar, 002100.00%
31 Dec, 991-50.00%
30 Sep, 992-

52 institutional shareholders have increased their position in IX stock as of 30 Jun 24 compared to 88 in the previous quarter (a -40.91% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2426-33.33%
31 Mar, 2439-
31 Dec, 233914.71%
30 Sep, 23346.25%
30 Jun, 2332-5.88%
31 Mar, 2334-24.44%
31 Dec, 2245-10.00%
30 Sep, 22506.38%
30 Jun, 224711.90%
31 Mar, 224244.83%
31 Dec, 2129-12.12%
30 Sep, 213313.79%
30 Jun, 2129-
31 Mar, 2129-12.12%
31 Dec, 2033-10.81%
30 Sep, 2037-28.85%
30 Jun, 205240.54%
31 Mar, 203723.33%
31 Dec, 1930-21.05%
30 Sep, 193818.75%
30 Jun, 1932-40.74%
31 Mar, 1954-5.26%
31 Dec, 185711.76%
30 Sep, 185134.21%
30 Jun, 18385.56%
31 Mar, 183624.14%
31 Dec, 1729-6.45%
30 Sep, 1731-26.19%
30 Jun, 1742-17.65%
31 Mar, 1751-7.27%
31 Dec, 165512.24%
30 Sep, 164922.50%
30 Jun, 164048.15%
31 Mar, 162717.39%
31 Dec, 1523-8.00%
30 Sep, 15258.70%
30 Jun, 15234.55%
31 Mar, 1522-46.34%
31 Dec, 144151.85%
30 Sep, 1427-10.00%
30 Jun, 14303.45%
31 Mar, 1429-19.44%
31 Dec, 133633.33%
30 Sep, 132768.75%
30 Jun, 131633.33%
31 Mar, 1312-
31 Dec, 1212-
30 Sep, 12129.09%
30 Jun, 121157.14%
31 Mar, 127-12.50%
31 Dec, 118-11.11%
30 Sep, 11928.57%
30 Jun, 11716.67%
31 Mar, 116-25.00%
31 Dec, 108100.00%
30 Sep, 104-
30 Jun, 104100.00%
31 Mar, 102-
31 Dec, 092100.00%
30 Sep, 091-
30 Jun, 091-50.00%
31 Mar, 092-33.33%
31 Dec, 083-50.00%
30 Sep, 08620.00%
30 Jun, 085-28.57%
31 Mar, 087-
31 Dec, 077133.33%
30 Sep, 073200.00%
30 Jun, 071-50.00%
31 Mar, 072-33.33%
31 Dec, 063-
30 Sep, 063-40.00%
30 Jun, 065-28.57%
31 Mar, 067133.33%
31 Dec, 053200.00%
30 Sep, 051-
30 Jun, 051-
31 Mar, 051-
31 Dec, 04--
30 Sep, 04--100.00%
30 Jun, 041-
31 Mar, 04--100.00%
31 Dec, 031-50.00%
30 Sep, 032-
30 Jun, 032-
31 Mar, 032-33.33%
31 Dec, 023200.00%
30 Sep, 021-
30 Jun, 021-
31 Mar, 021-
31 Dec, 011-
30 Sep, 011-
30 Jun, 011-
31 Mar, 011-
31 Dec, 001-
30 Sep, 00--
30 Jun, 00--
31 Mar, 00--
31 Dec, 99--
30 Sep, 99--

26 institutional shareholders have reduced their position in IX stock as of 30 Jun 24 compared to 39 in the previous quarter (a -33.33% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2497-37.82%721,368-83.61%0.06%42.97%52-40.91%26-33.33%
31 Mar, 241564.70%4,400,1353.52%0.38%281.18%881.15%39-
31 Dec, 2314912.88%4,250,5030.89%0.37%280.14%8727.94%3914.71%
30 Sep, 231324.76%4,212,9232.86%0.36%295.29%68-2.86%346.25%
30 Jun, 231265.00%4,095,6632.45%0.35%301.70%7018.64%32-5.88%
31 Mar, 23120-6.25%3,997,5535.07%0.34%324.66%59-1.67%34-24.44%
31 Dec, 221284.07%3,804,657-0.48%0.32%305.75%6022.45%45-10.00%
30 Sep, 22123-9.56%3,823,062-1.95%0.33%305.95%49-23.44%506.38%
30 Jun, 22136-2.16%3,899,243-2.79%0.33%289.66%64-14.67%4711.90%
31 Mar, 22139-4.79%4,011,202-11.43%0.34%233.76%75-19.35%4244.83%
31 Dec, 2114610.61%4,528,95817.32%0.38%363.22%9322.37%29-12.12%
30 Sep, 2113212.82%3,860,473-1.23%0.32%314.41%7624.59%3313.79%
30 Jun, 21117-4.10%3,908,4030.86%0.32%317.37%61-8.96%29-
31 Mar, 211220.83%3,875,154-7.70%0.32%268.08%67-4.29%29-12.12%
31 Dec, 2012110.00%4,198,233-3.67%0.34%269.53%709.38%33-10.81%
30 Sep, 20110-4,358,02912.55%0.36%380.90%6442.22%37-28.85%
30 Jun, 20110-0.90%3,871,960-9.37%0.31%268.14%45-21.05%5240.54%
31 Mar, 20111-5.93%4,272,1746.85%0.34%337.81%57-18.57%3723.33%
31 Dec, 191188.26%3,998,2862.21%0.32%339.34%7037.25%30-21.05%
30 Sep, 19109-9.17%3,911,9933.35%0.31%349.86%51-21.54%3818.75%
30 Jun, 19120-6.98%3,785,0820.69%0.30%343.18%6516.07%32-40.74%
31 Mar, 19129-16.23%3,759,109-25.14%0.29%191.02%56-28.21%54-5.26%
31 Dec, 181544.76%5,021,6971.46%0.39%262.65%7818.18%5711.76%
30 Sep, 181473.52%4,949,214-3.38%0.39%241.87%66-7.04%5134.21%
30 Jun, 18142-7.79%5,122,1803.91%0.40%270.18%71-21.11%385.56%
31 Mar, 181549.22%4,929,6604.61%0.38%284.50%902.27%3624.14%
31 Dec, 1714113.71%4,712,491-3.03%0.37%255.72%8827.54%29-6.45%
30 Sep, 17124-4,859,705-1.09%0.38%268.49%6918.97%31-26.19%
30 Jun, 17124-3.88%4,913,3191.71%0.38%275.34%585.45%42-17.65%
31 Mar, 17129-4.44%4,830,4824.23%0.37%294.10%55-8.33%51-7.27%
31 Dec, 161358.87%4,634,3376.92%0.35%322.53%601.69%5512.24%
30 Sep, 1612410.71%4,334,389-6.24%0.33%266.62%5911.32%4922.50%
30 Jun, 16112-0.88%4,622,945-3.24%0.35%265.53%53-23.19%4048.15%
31 Mar, 1611316.49%4,777,5527.39%0.36%316.41%6925.45%2717.39%
31 Dec, 15972.11%4,448,9895.18%0.34%325.52%55-23-8.00%
30 Sep, 1595-2.06%4,229,971-3.95%0.32%285.78%55-9.84%258.70%
30 Jun, 15972.11%4,403,80734.30%0.34%536.56%617.02%234.55%
31 Mar, 15951.06%3,279,0033.97%0.25%431.95%5758.33%22-46.34%
31 Dec, 1494-6.93%3,153,798-5.24%0.24%373.07%36-28.00%4151.85%
30 Sep, 141016.32%3,328,1235.33%0.25%445.79%5019.05%27-10.00%
30 Jun, 1495-5.00%3,159,724-2.11%0.24%401.35%42-20.75%303.45%
31 Mar, 141008.70%3,227,943-4.50%0.24%373.92%5332.50%29-19.44%
31 Dec, 13924.55%3,380,1944.09%0.26%424.34%40-16.67%3633.33%
30 Sep, 13888.64%3,247,2724.86%0.25%419.56%48-21.31%2768.75%
30 Jun, 1381125.00%3,096,721138.09%0.24%2343.41%61238.89%1633.33%
31 Mar, 1336-5.26%1,300,644-7.96%0.10%8.34%18-5.26%12-
31 Dec, 12382.70%1,413,06427.25%1.10%146.74%195.56%12-
30 Sep, 123723.33%1,110,43413.91%0.87%149.63%1812.50%129.09%
30 Jun, 123011.11%974,81211.76%0.76%164.06%16-1157.14%
31 Mar, 12273.85%872,228-14.90%0.68%106.32%1614.29%7-12.50%
31 Dec, 112644.44%1,024,89712.02%0.80%156.76%14133.33%8-11.11%
30 Sep, 1118-18.18%914,95559.71%0.71%356.97%6-40.00%928.57%
30 Jun, 1122-4.35%572,886-99.73%0.45%0.00%10-28.57%716.67%
31 Mar, 112353.33%216,130,349-0.01%168.79%0.59%14133.33%6-25.00%
31 Dec, 1015-216,150,42022992.85%168.81%31590.77%6-40.00%8100.00%
30 Sep, 101525.00%936,00641.78%0.73%274.98%1025.00%4-
30 Jun, 10129.09%660,177-99.68%0.52%0.00%8-4100.00%
31 Mar, 101122.22%204,767,95232526.31%159.92%66570.72%833.33%2-
31 Dec, 099-18.18%627,616-16.91%0.49%140.85%6-40.00%2100.00%
30 Sep, 091183.33%755,35363.04%0.59%450.64%10100.00%1-
30 Jun, 096-14.29%463,28714.39%0.36%361.65%5-1-50.00%
31 Mar, 097-50.00%404,996-42.90%0.32%103.09%5-50.00%2-33.33%
31 Dec, 0814-12.50%709,27814.04%0.55%234.80%1025.00%3-50.00%
30 Sep, 0816-27.27%621,964-61.10%0.49%31.15%8-42.86%620.00%
30 Jun, 0822-8.33%1,598,94348.01%1.25%175.43%14-12.50%5-28.57%
31 Mar, 082433.33%1,080,26647.57%0.84%258.12%1660.00%7-
31 Dec, 07185.88%732,0308.63%0.57%206.40%10-28.57%7133.33%
30 Sep, 0717-26.09%673,8688.03%0.53%221.74%14-36.36%3200.00%
30 Jun, 072353.33%623,793-8.20%0.49%172.98%2283.33%1-50.00%
31 Mar, 0715-28.57%679,507-24.35%0.53%107.84%12-25.00%2-33.33%
31 Dec, 062123.53%898,2776.23%0.70%160.86%1645.45%3-
30 Sep, 061730.77%845,617336.53%0.66%2885.19%1157.14%3-40.00%
30 Jun, 0613-13.33%193,713-52.22%0.15%150.92%7-12.50%5-28.57%
31 Mar, 061515.38%405,386-34.19%0.32%136.79%8-7133.33%
31 Dec, 051318.18%615,97085.54%0.48%715.54%8-11.11%3200.00%
30 Sep, 051110.00%331,995-53.41%0.26%83.72%912.50%1-
30 Jun, 0510-9.09%712,6215.21%0.56%198.88%8-20.00%1-
31 Mar, 0511266.67%677,330519.29%0.53%7251.64%10233.33%1-
31 Dec, 043-40.00%109,372-80.25%0.09%45.68%3-25.00%--
30 Sep, 045-553,675-10.97%0.43%183.30%4---100.00%
30 Jun, 04566.67%621,932357.51%0.49%4308.00%433.33%1-
31 Mar, 043-40.00%135,939-3.82%0.11%871.20%3---100.00%
31 Dec, 03566.67%141,339-25.36%0.11%504.67%3200.00%1-50.00%
30 Sep, 03350.00%189,36623.61%0.15%103011.67%1-2-
30 Jun, 032-33.33%153,191-21.31%0.01%5176.97%--2-
31 Mar, 033-25.00%194,665-40.93%0.02%2298.44%--100.00%2-33.33%
31 Dec, 02433.33%329,56341.42%0.03%7770.33%1-50.00%3200.00%
30 Sep, 023-233,0360.14%0.02%5502.20%2100.00%1-
30 Jun, 023-232,713-17.81%0.02%3719.00%1-50.00%1-
31 Mar, 02350.00%283,13035.39%0.02%8306.13%2100.00%1-
31 Dec, 012-209,124-6.29%0.02%5385.63%1-1-
30 Sep, 012-223,172-4.70%0.02%5207.65%--100.00%1-
30 Jun, 012100.00%234,1894.30%0.02%5960.00%1-1-
31 Mar, 011-224,542-1.69%0.02%5523.03%--1-
31 Dec, 001-228,392-8.16%0.02%4734.02%--100.00%1-
30 Sep, 001-50.00%248,69517.18%0.02%7059.04%1-50.00%--
30 Jun, 002-212,23831.41%0.02%10429.37%2---
31 Mar, 002-161,510636.41%0.01%433182.35%2100.00%--
31 Dec, 992-21,9328.04%0.00%67525.00%1-50.00%--
30 Sep, 992-20,300-0.00%-2---

ORIX Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 29, 2022ORIX CORPdirector-S-SaleSell562,500$87.75$49.36M6,676,077
Nov 23, 2022ORIX CORPdirector-S-SaleSell3,750,000$87.75$329.06M7,238,577

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 29, 2022ORIX CORPdirector-S-SaleSell562,500$87.75$49.36M6,676,077
Nov 23, 2022ORIX CORPdirector-S-SaleSell3,750,000$87.75$329.06M7,238,577

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 29, 2022ORIX CORPdirector-S-SaleSell562,500$87.75$49.36M6,676,077
Nov 23, 2022ORIX CORPdirector-S-SaleSell3,750,000$87.75$329.06M7,238,577

The last insider sell of ORIX's stock was made by ORIX CORP on Nov 29 2022, selling 562,500 shares at $87.75 per share (valued at $49.36M).

ORIX Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2022-2-

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by ORIX's insiders, as of Q4 2022.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2022-2-

As of Q4 2022, Insider owners conducted 0 open market buy trades and 2 open market sell trades of ORIX's stocks.

ORIX Peer Ownership


TickerCompany
NNINelnet, Inc.
FCFSFirstCash Holdings, Inc
OPRTOportun Financial Corporation
SLMSLM Corporation
NAVINavient Corporation
EZPWEZCORP, Inc.
MFINMedallion Financial Corp.
ENVAEnova International, Inc.

IX Ownership FAQ


ORIX is owned by institutional shareholders (0.06%), insiders (0.00%), and public (99.94%). The largest institutional shareholder of ORIX is MORGAN STANLEY (0.09% of total shares) and the top mutual fund owner is Nuveen Tax-Advantaged Dividend Growth Fund (0.08% of total shares).

ORIX's major institutional shareholders are MORGAN STANLEY, FMR LLC, BANK OF AMERICA CORP /DE/, TODD ASSET MANAGEMENT LLC, and WELLS FARGO & COMPANY/MN. The top five shareholders own together 0.23% of the company's share outstanding.

As of Jun 2024, there are 97 institutional shareholders of ORIX.

MORGAN STANLEY owns 1.02M shares of ORIX, representing 0.09% of the company's total shares outstanding, valued at $113.69M (as of Jun 2024).

As of Jun 2024, FMR LLC holds 589.51K shares of ORIX (IX), compromising 0.05% of the company, valued at $65.61M.

BANK OF AMERICA CORP /DE/ is the third largest holder of ORIX. The company owns 472.95K of the company's shares outstanding (worth $52.64M).