ORIX Ownership | Who Owns ORIX?
ORIX Ownership Summary
ORIX is owned by 3.48% institutional investors, and 96.52% retail investors. Fmr is the largest institutional shareholder, holding 0.56% of IX shares. Avantis International Equity ETF is the top mutual fund, with 0.08% of its assets in ORIX shares.
IX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ORIX | 3.48% | - | 96.52% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Credit Services Stocks | 55.91% | 12.83% | 31.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 6.03M | 0.56% | $229.53M |
| Morgan stanley | 5.00M | 0.46% | $190.15M |
| Bank of america corp /de/ | 3.23M | 0.30% | $122.70M |
| Todd asset management | 1.82M | 0.17% | $69.33M |
| Clearbridge investments | 1.75M | 0.16% | $66.68M |
| Northern trust | 1.36M | 0.13% | $51.61M |
| Cullen capital management | 1.22M | 0.11% | $46.44M |
| American century companies | 1.16M | 0.11% | $44.07M |
| Teachers retirement system of the state of kentucky | 1.15M | 0.11% | $43.63M |
| Natixis advisors | 1.05M | 0.10% | $39.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ativo capital management | 51.14K | 1.49% | $1.95M |
| Todd asset management | 1.82M | 1.23% | $69.33M |
| Gilman hill asset management | 199.37K | 1.04% | $7.58M |
| Oneascent investment solutions | 27.98K | 1.01% | $1.06M |
| Henry james management | 88.17K | 1.00% | $3.35M |
| Wambolt & associates | 97.03K | 0.74% | $2.21M |
| Lester murray antman dba simplyrich | 66.45K | 0.59% | $2.53M |
| Paradigm asset management | 66.40K | 0.54% | $2.53M |
| Cullen capital management | 1.22M | 0.46% | $46.44M |
| Eagle global advisors | 348.15K | 0.44% | $13.24M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clearbridge investments | 1.75M | 0.06% | 703.28K |
| Sixth street partners management company | 382.93K | 0.00% | 382.93K |
| Bank of america corp /de/ | 3.23M | 0.01% | 331.72K |
| Natixis advisors | 1.05M | 0.04% | 278.38K |
| Envestnet asset management | 785.33K | 0.01% | 274.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | - | - | -167.46K |
| Calamos advisors | - | - | -163.34K |
| Renaissance | - | - | -109.60K |
| Two sigma investments, lp | 42.14K | 0.00% | -98.62K |
| Alphacore capital | - | - | -66.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 382.93K | 0.00% | 382.93K | $14.57M |
| Artemis investment management llp | 85.56K | 0.03% | 85.56K | $3.25M |
| Capitolis liquid global markets | 64.90K | 0.01% | 64.90K | $1.70M |
| Td waterhouse canada | 28.55K | 0.00% | 28.55K | $1.10M |
| Oneascent investment solutions | 27.98K | 1.01% | 27.98K | $1.06M |
Sold Out
| Holder | Change |
|---|---|
| West branch capital | -1.00 |
| Financial gravity asset management | -2.00 |
| Mendota financial group | -4.00 |
| Murphy & mullick capital management | -4.00 |
| Toth financial advisory | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 315 | 11.70% | 37,675,240 | 10.60% | 3 | 36.94% | 207 | 5.61% | 55 | 77.42% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis International Equity ETF | 878.04K | 0.08% | 2.44K |
| Schafer Cullen Int'l High Dividend ADR | 758.47K | 0.07% | 140.80K |
| Avantis International Large Cap Val ETF | 213.41K | 0.02% | - |
| Timothy Plan International A | 149.00K | 0.01% | - |
| Steward Values Enhanced International I | 102.01K | 0.01% | - |
| Steward International Enhanced Index I | 78.46K | 0.01% | - |
| ActivePassive International Equity ETF | 59.87K | 0.01% | - |
| Attucks International Equity | 57.00K | 0.01% | 57.00K |
| HJIM International Select | 50.98K | 0.00% | - |
| Avantis® International Equity Instl | 50.60K | 0.00% | 513.00 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 3 | - |
| 2026 Q1 | - | - |
| 2022 Q4 | - | 2 |
IX Ownership FAQ
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