ORIX Ownership | Who Owns ORIX?

ORIX Ownership Summary

ORIX is owned by 2.22% institutional investors, and 97.78% retail investors. Morgan stanley is the largest institutional shareholder, holding 0.44% of IX shares. Avantis International Equity ETF is the top mutual fund, with 0.04% of its assets in ORIX shares.

IX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	ORIX	2.22%	-	97.78%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Credit Services Stocks	45.07%	10.14%	44.79%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Morgan stanley	5.04M	0.44%	$131.74M
Fmr	4.91M	0.43%	$128.16M
Todd asset management	1.85M	0.16%	$48.24M
Teachers retirement system of the state of kentucky	1.15M	0.10%	$29.96M
Northern trust	1.09M	0.10%	$28.46M
Blackrock funding, inc. /de	934.44K	0.08%	$24.41M
American century companies	639.30K	0.06%	$16.70M
Quantinno capital management lp	628.11K	0.06%	$16.41M
Bank of america corp /de/	472.95K	0.04%	$52.64M
Eagle global advisors	314.91K	0.03%	$8.23M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Henry james management	239.54K	1.91%	$6.26M
Ativo capital management	54.55K	1.20%	$1.42M
Todd asset management	1.85M	0.98%	$48.24M
Gilman hill asset management	196.94K	0.81%	$5.14M
Wambolt & associates	97.03K	0.74%	$2.21M
Paradigm asset management	83.70K	0.50%	$2.19M
Lester murray antman dba simplyrich	46.28K	0.33%	$1.21M
Eagle global advisors	314.91K	0.32%	$8.23M
Parr mcknight wealth management group	66.64K	0.23%	$1.74M
Teachers retirement system of the state of kentucky	1.15M	0.23%	$29.96M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	4.91M	0.01%	753.94K
Millennium management	203.97K	0.00%	197.43K
Quantinno capital management lp	628.11K	0.04%	146.78K
Todd asset management	1.85M	0.98%	105.84K
American century companies	639.30K	0.01%	95.80K

Top Sellers

Holder	Shares	% Assets	Change
Wells fargo & company/mn	125.08K	0.00%	-598.27K
Allspring global investments	26.17K	0.00%	-208.19K
Qrg capital management	115.97K	0.04%	-134.21K
Healthcare of ontario pension plan trust fund	65.20K	0.00%	-112.80K
Rmb capital management	-	-	-61.77K

New Positions

Holder	Shares	% Assets	Change	Value
Capitolis liquid global markets	64.90K	0.01%	64.90K	$1.70M
Caprock group	25.41K	0.02%	25.41K	$658.65K
Dynasty wealth management	23.54K	0.01%	23.54K	$614.92K
Vident advisory	14.64K	0.00%	14.64K	$382.53K
Cetera investment advisers	13.82K	0.00%	13.82K	$361.01K

Sold Out

Holder	Change
West branch capital	-1.00
Financial gravity asset management	-2.00
Mendota financial group	-4.00
Clearstead advisors	-6.00
Johnson financial group	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	172	-0.58%	4,694,132	2.81%	-	259.42%	97	7.78%	48	-
Sep 30, 2024	168	-	4,547,724	0.62%	-	257.90%	87	-8.42%	48	-2.04%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Avantis International Equity ETF	482.67K	0.04%	1.62K
Timothy Plan International A	123.00K	0.01%	-87.00K
HJIM International Select	113.08K	0.01%	-
ActivePassive International Equity ETF	108.27K	0.01%	206.00
Steward Values Enhanced International I	78.46K	0.01%	-
Steward International Enhanced Index I	78.46K	0.01%	-
Avantis International Large Cap Val ETF	72.62K	0.01%	-
Attucks International Equity	57.00K	0.01%	57.00K
Allspring International DSIP	29.43K	0.00%	14.71K
DFA International Core Equity Class F	27.40K	0.00%	-

Insider Transactions Trends

Date	Buy	Sell
2022 Q4	-	2

IX Ownership FAQ

Who Owns ORIX?

ORIX shareholders are primarily institutional investors at 2.22%, followed by 0% insiders and 0% retail investors. The average institutional ownership in ORIX's industry, Credit Services Stocks, is 45.07%, which ORIX falls below.

Who owns the most shares of ORIX?

ORIX’s largest shareholders are Morgan stanley (5.04M shares, 0.44%), Fmr (4.91M shares, 0.43%), and Todd asset management (1.85M shares, 0.16%). Together, they hold 1.04% of ORIX’s total shares outstanding.

Does Blackrock own ORIX?

BlackRock is not among the top 10 institutional shareholders of ORIX.

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 1.91% of its assets in 239.54K ORIX shares, valued at 6.26M$.

Who is the top mutual fund holder of ORIX shares?

Avantis International Equity ETF is the top mutual fund holder of ORIX shares, with 0.04% of its total shares outstanding invested in 482.67K ORIX shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools