ORIX Ownership | Who Owns ORIX?

Overview RevenueFinancials Chart Transcripts

ORIX Ownership Summary

ORIX is owned by 0.39% institutional investors, and 99.61% retail investors. Morgan stanley is the largest institutional shareholder, holding 0.09% of IX shares. Avantis International Equity ETF is the top mutual fund, with 0.03% of its assets in ORIX shares.

IX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	ORIX	0.39%	-	99.61%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Credit Services Stocks	49.88%	8.04%	42.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Morgan stanley	1.02M	0.09%	$113.69M
Fmr	589.51K	0.05%	$65.61M
Bank of america corp /de/	472.95K	0.04%	$52.64M
Todd asset management	346.29K	0.03%	$38.54M
Wells fargo & company/mn	219.18K	0.02%	$24.39M
Blackrock	198.39K	0.02%	$22.08M
Teachers retirement system of the state of kentucky	197.64K	0.02%	$22.00M
Northern trust	132.17K	0.01%	$14.71M
American century companies	85.05K	0.01%	$9.47M
Eagle global advisors	78.86K	0.01%	$8.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Henry james management	60.58K	2.39%	$6.74M
Ativo capital management	11.89K	1.37%	$1.32M
Todd asset management	346.29K	0.80%	$38.54M
Gilman hill asset management	36.59K	0.68%	$3.89M
Wambolt & associates	20.47K	0.66%	$2.27M
Paradigm asset management	20.40K	0.64%	$2.27M
Eagle global advisors	78.86K	0.46%	$8.78M
Lester murray antman dba simplyrich	6.28K	0.22%	$698.00K
Dgs capital management	7.89K	0.21%	$838.58K
Naples global advisors	17.91K	0.20%	$1.99M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	589.51K	0.00%	60.31K
Todd asset management	346.29K	0.80%	39.85K
Teachers retirement system of the state of kentucky	197.64K	0.20%	22.00K
Morgan stanley	1.02M	0.01%	11.51K
Quantinno capital management lp	29.33K	0.06%	7.20K

Top Sellers

Holder	Shares	% Assets	Change
Groupama asset managment	-	-	-50.74K
International assets investment management	-	-	-36.67K
O'shaughnessy asset management	51.36K	0.06%	-16.19K
Connor, clark & lunn investment management	-	-	-12.93K
Arrowstreet capital, limited partnership	49.09K	0.00%	-9.23K

New Positions

Holder	Shares	% Assets	Change	Value
Caprock group	3.97K	0.02%	3.97K	$441.97K
Choreo	2.83K	0.01%	2.83K	$314.24K
Hardy reed	2.69K	0.03%	2.69K	$298.84K
Glenmede trust co na	2.64K	0.00%	2.64K	$293.72K
Wiley bros.-aintree capital	1.82K	0.01%	1.82K	$202.68K

Sold Out

Holder	Change
West branch capital	-1.00
Financial gravity asset management	-2.00
Johnson financial group	-7.00
Central trust	-8.00
Family firm	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	157	4.67%	4,400,146	3.52%	-	281.18%	88	1.15%	39	-
Dec 31, 2023	150	12.78%	4,250,514	0.89%	-	280.14%	87	27.94%	39	14.71%
Sep 30, 2023	133	4.72%	4,212,934	2.86%	-	295.29%	68	-2.86%	34	6.25%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Avantis International Equity ETF	74.37K	0.03%	-
Timothy Plan International A	39.50K	0.02%	-
ActivePassive International Equity ETF	35.09K	0.02%	120.00
HJIM International Select	24.84K	0.01%	-
HJIM International Large Cap	24.84K	0.01%	23.71K
Steward International Enhanced Index I	21.59K	0.01%	-370.00
DFA International Core Equity Class F	5.48K	0.00%	-
Ativo International ADR Select	5.30K	0.00%	-
Ativo International ADR	5.30K	0.00%	-
DFA International Core Equity I	5.01K	0.00%	-

Insider Transactions Trends

Date	Buy	Sell
2022 Q4	-	2

IX Ownership FAQ

Who Owns ORIX?

ORIX shareholders are primarily institutional investors at 0.39%, followed by 0% insiders and 0% retail investors. The average institutional ownership in ORIX's industry, Credit Services Stocks, is 49.88%, which ORIX falls below.

Who owns the most shares of ORIX?

ORIX’s largest shareholders are Morgan stanley (1.02M shares, 0.09%), Fmr (589.51K shares, 0.05%), and Bank of america corp /de/ (472.95K shares, 0.04%). Together, they hold 0.18% of ORIX’s total shares outstanding.

Does Blackrock own ORIX?

Yes, BlackRock owns 0.02% of ORIX, totaling 198.39K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 22.08M$. In the last quarter, BlackRock decreased its holdings by -7.697K shares, a -3.73% change.

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 2.39% of its assets in 60.58K ORIX shares, valued at 6.74M$.

Who is the top mutual fund holder of ORIX shares?

Avantis International Equity ETF is the top mutual fund holder of ORIX shares, with 0.03% of its total shares outstanding invested in 74.37K ORIX shares.

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